Pride Financial Advisors Network Symposium

Pride Symposium

The Business of Pride Symposium offers the opportunity to learn about topics that resonate with the LGBT+ community. You can connect with industry experts, Raymond James executives and a powerful network of like-minded advisors and advocates, all of whom are dedicated to helping you grow personally and professionally. The time is right to understand the ways our businesses can represent and serve the financial planning needs of the LGBT+ community.

The second Business of Pride Symposium will be held June 26-28, 2022.

Recap of the 2021 Inaugural Business of Pride Symposium

View the inaugural Business of Pride Symposium video.

MONDAY | June 28, 2021

On Demand

Partner Firm Sessions & On Demand (Pre-Event Day)

4 – 5 p.m.

Conference Kick Off Networking Event

5 – 6 p.m.

Career Night: College Student Event

TUESDAY | June 29, 2021

12 – 12:20 p.m.

Welcome and Update from the Network
Thomas J. Hake, Investment Management Consultant, Branch Manager, Saint Louis, MO
Marta Shen, JD, CPA, CFP®, Senior Vice President, Wealth Management, Atlanta, GA
Renée Baker, DBA, RCC, Head of PCG Advisor Inclusion Networks, St. Petersburg, FL

12:20 – 1 p.m.

Jayzen Patria – Lead with your Brand

1 – 1:45 p.m.

Practice Intelligence Advisor Panel

1:45 – 2 p.m.

Networking Break

2 – 2:30 p.m.

Keynote Speaker: Katie Sowers

2:30 – 2:40 p.m.

Raymond James Highlights
Paul Reilly, Chairman and Chief Executive Officer, Raymond James Financial

2:40 – 3:15 p.m.

Town Hall
Paul Reilly, Chairman and Chief Executive Officer, Raymond James Financial
Scott Curtis, President, Private Client Group, Raymond James Financial
Tash Elwyn, President & CEO, Raymond James & Associates
Jodi Perry, President, Independent Contractors Division, Raymond James Financial Services
Kim Jenson, COO, Private Client Group, Raymond James Financial
Renée Baker, DBA, RCC, Head of PCG Advisor Inclusion Networks

3:15 – 3:30 p.m.

Networking Break

3:30 – 4:15 p.m.

Keynote Speaker: Greg Louganis

WEDNESDAY | June 30, 2021

10:30 – 11:45 a.m.

Partner Showcase

11:45 a.m. – 12 p.m.

Networking Break

12 – 1 p.m.

Keynote Speaker: Ash Beckham

1 – 1:30 p.m.

The LGBT+ Aging Crisis

1:30 – 1:45 p.m.

Networking Break

1:45 – 2:15 p.m.

Diversity & Inclusion Roundtable

2:15 – 2:25 p.m.

Closing Remarks
Thomas J. Hake, Investment Management Consultant, Branch Manager, Saint Louis, MO
Marta Shen, JD, CPA, CFP®, Senior Vice President, Wealth Management, Atlanta, GA
Renée Baker, DBA, RCC, Head of PCG Advisor Inclusion Networks, St. Petersburg, FL

5 – 5:30 p.m.

Happy Half Hour

5:30 – 6:30 p.m.

Closing Event, Awards Ceremony & Entertainment

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