Women's Symposium

2018 Women's symposium

More than 24 years ago in Marco Island, Florida, the group that would become the Raymond James Network for Women Advisors hosted a meeting that brought together local financial professionals to share insight, nurture connections and celebrate successes. From that first meeting, the Women's Symposium has grown to become an event unmatched in the industry, uniting women from all walks of financial service – and all across the country – for a three-day, jam-packed experience designed to appeal to financial advisors at all stages of their careers.

Attendees choose among interactive seminars, breakout sessions and inspiring presentations from Raymond James leaders and industry experts. The topics and speakers run the gamut, but the goal remains the same: To help women advisors grow their businesses. Afterward, attendees are re-energized and motivated to immediately put new ideas gained from the conference and study groups to work in their practices. The symposium offers fresh perspectives, continuing education and so much more. It's a chance for us to celebrate what we do and find new ways to honor our clients, our community and our lives.

The 24th Annual Women's Symposium will be held September 26 - 28, 2018 at the Tampa Marriott Waterside Hotel & Marina in Tampa, Florida.

Benefits of the Women's Symposium

Learn what you will gain by attending the Women's Symposium.

2018 Women’s Symposium Agenda At-A-Glance

Wednesday, September 26
10:00 – 6:00 Conference Registration
12:00 – 1:00 Networking Lunch
1:00 – 1:20 Michelle Lynch, Vice President, Network for Women Advisors
1:20 – 2:10 Town Hall: Paul Reilly, Chairman & CEO
Kim Jenson, COO, Raymond James & Associates
Jodi Perry, National Director, Raymond James Financial Services
Maria Daley, SVP, Independent Advisor Division, Raymond James Financial Services
2:10 – 3:00 Leadership Lessons and Failures
Kat Cole, COO, Focus Brands
3:15 – 4:05 Keynote: Building Standout Experiences for Every Generation
Kim Lear, Founder and Content Director, Inlay Insights
4:15 – 5:30 Speed Networking
6:00 – 6:45 Fun Run (5K run & 2K walk)
6:30 – 9:30 Welcome Reception
Thursday, September 27
6:15 – 7:00 Yoga
7:00 – 7:55 Networking Breakfast / Partner Showcase
8:00 – 8:50 What's Trending Now: Technology and Social Media
Crystal Washington, owner, CWM Enterprises and co-founder of Socialtunities
8:50 – 9:40 Keynote: Understanding the Evolving Needs and Preferences of Today’s Wealth
John Nersesian, Head of Advisor Education, PIMCO
10:00 – 11:50 Educational Workshops
12:00 – 1:30 Lunch and Study Group Discussions
1:40  – 2:30 Breakout Sessions
2:40  – 3:30 Breakout Sessions
3:45 – 4:30  The Impact of the Economic Landscape on the Equity Markets
Linda Dussel, Senior Vice President, Federated
4:30  – 5:20 Performance Excellence of World Class Advisors: Asset Acquisition through Community Involvement
Susan Kay, MFS Investment Management
6:30 – 7:00 Cocktail Reception
7:00 – 9:00 Awards Dinner/Gala
9:00 – 11:00 Hospitality Suite
Friday, September 28
7:00  – 7:55 Networking Breakfast / Partner Showcase
8:00  – 8:50 Portfolio Management Panel
9:00 – 9:50 Breakout sessions
10:10 – 11:00 Top Advisor Panel
11:00 – 11:50 Building Better Business Brains
Dr. Brynn Winegard
11:50 – 12:00 Closing remarks
12:00 – 1:00 Lunch
1:00 – 4:00 Optional CE Courses

Contact us to learn more today