Women's Symposium

More than 20 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 two-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 22nd Annual Women’s Symposium was held October 5-7, 2016, at the Waldorf Astoria & Hilton Bonnet Creek in Orlando, Florida.

A few of our 2016 speakers included:

  • Carla Harris, Vice Chairman, Wealth Management, Managing Director and Senior Client Advisor at Morgan Stanley
  • Brigadier General Maureen LeBoeuf, Ed.D., First Woman Department Head, United States Military Academy
  • Amy Florian, CEO, Corgenius
  • Cathy Stahl, Global Head of Marketing, PIMCO
  • Susan Story, President and CEO, American Water, Raymond James Board Lead Director
  • Cokie Roberts, journalist and author
  • Joe Coughlin, Founder and Director, MIT AgeLab

Benefits of the Women's Symposium

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

2016 Women’s Symposium Agenda At-A-Glance

Wednesday, October 5

10:00 – 6:00

Conference Registration

10:00 – 6:00

Internet Cafe

12:00 – 1:00

Networking Lunch

1:00 – 1:30

Michelle Lynch, Vice President, Network for Women Advisors

1:30 – 2:20

Paul Reilly, CEO, Raymond James Financial

2:20 – 3:05

Carla Harris, Wall Street Banker, Gospel Singer & Author

3:05 – 3:20

Break

3:20 – 5:00

Study Groups

5:00 – 5:30

Break

5:30 – 6:30

Fun Run (5K run & 2K walk)

6:30 – 9:30

Welcome Reception

Thursday, October 6

6:15 – 7:00

Yoga, sponsored by Columbia Threadneedle Investments

7:00 – 5:00

Conference Registration

7:00 – 5:00

Internet Cafe

7:00 – 7:55

Networking Breakfast / Partner Showcase

8:00 – 8:45

DOL Update

8:45 – 9:30

Amy Florian, CEO, Corgenius, sponsored by Ivy Funds

1 CE Credit: CFP, IMCA (CIMA, CIMC, CPWA), ChFC/CLU

9:30 – 9:45

Break

9:45 – 10:30

Cathleen Stahl, Global Head of Marketing, PIMCO

10:30 – 10:40

Break

10:40 – 12:30 (Home office workshops)

GPM Plus! Exploring the “Hidden Gems” and “My Way” Functionality of Goal Planning & Monitoring

From Vague Value to Pricing Power: Defining Your Price and Defending Your Fees

Addressing Advisors’ Top 12 Social Media Gaps

Automate Your Client Review Process

A Roadmap to Developing an Effective Succession Plan

12:30 – 1:30

Lunch / Partner Showcase

1:30 – 2:20 (breakouts)

Financial Literacy (Top Advisor Panel)

What’s Coming in Technology (Josh Bohlander)

Spending & Happiness (JP Morgan)

1 CE Credit: CFP, CIMA, CLU/ChFC, CPA/CPE

Acquiring Net New Business (John Hancock)

Five Keys of Productive Teams (PCG Education)

2:20 – 2:30

Break

2:30 – 3:20 (breakouts)

Growing Your Business Through a Defined Target Market
(Top Advisor Panel)

Cyber Security in Financial Services: Threats and Solutions (Andy Zolper)

Legacy Planning Through Ethical Wills (Raymond James Trust)

Risk Aversion, Behavioral Finance and Investment Portfolios (Allianz)

1 CE Credit: CFP, CIMA

Engaging Clients Through Technology (Josh Bohlander)

3:20 – 3:35

Break

3:35 – 4:20

Cokie Roberts, political correspondent, sponsored by John Hancock

4:20 – 5:10

Dr. Joe Coughlin, Founder & Director, MIT AgeLab, sponsored by Hartford Funds

5:10 – 6:00

Break

6:00 – 6:30

Cocktail Reception (cocktail attire)

6:30 – 9:30

Awards Dinner/Gala (cocktail attire)

Friday, October 7

7:00 – 3:00

Conference Information

7:00 – 1:00

Internet Cafe

7:00 – 7:55

Networking Breakfast / Partner Showcase

8:00 – 8:45

Susan Story, CEO & President, American Water Works, Raymond James Financial Board of Directors

8:45 – 9:30

Brigadier General Maureen Le Bouef, sponsored by Thornburg

9:30 – 9:45

Break

9:45 – 10:35 (breakouts)

Help Protect Wealth from Long-Term Care Expenses (Lincoln Financial)

Guide to MLP Investing (ALPS)

Aging and its Financial Implications: Planning for Housing (Legg Mason)

1 CE Credit: CFP, ChFC, CLU, CRPS, CRPC, CIMA, CIMC, CPWA

Simplifying the Complexities of Wealth Management (Wealth Solutions / Portfolio Solutions)

Bridging the Gap Between Behavioral Finance Theory and the Real World to Improve Investor Outcomes (Stringer Asset Management)

10:35 – 10:45

Break

10:45 – 11:35 (breakouts)

The Economy and Stock Market: I Want a Smoother Ride (Federated)

1 CE Credit: CFP

Gathering Net New Assets Using Unique Approaches (Raymond James Bank / PCG Cash Solutions)

Financial Planning in the Shadow of Dementia (Transamerica)

Elite Engagement (American Funds)

1 CE Credit: CFP

Sharpen Your Approach: Connect with Affluent Women & Grow Your Business (BlackRock)

1 CE Credit: CFP, CIMA, CIMC, CLU/ChFC, CPA, CPWA, CRPC, CRPS, RP

11:45 – 12:30

Client Panel

12:30 – 1:15

Wrap up and meeting end / lunch

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