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 23rd Annual Women's Symposium will be held October 11-13, 2017, at the Tampa Marriott Waterside Hotel & Marina in Tampa, Florida.

2017 Women's Symposium Agenda

Wednesday, October 11
10:00 – 6:00 Conference Registration
12:00 – 1:00 Networking Lunch
1:00 – 1:30 Michelle Lynch, Vice President, Network for Women Advisors
1:30 – 2:20 Paul Reilly, Chairman & CEO
Raymond James Financial
2:20 – 3:10 Reshma Saujani, CEO
Girls Who Code
3:20 – 5:00 Networking Event
5:30 – 6:30 Fun Run (5K run & 2K walk) to benefit Rethreaded
6:30 – 9:30 Welcome Reception
Thursday, October 12
6:15 – 7:00 Yoga
7:00 – 7:55 Networking Breakfast / Partner Showcase
8:00 – 8:45 Women Portfolio Manager Panel
8:45 – 9:35 Sarah Middleton, SVP, Global Corporate Citizenship & Executive Director, PIMCO Foundation
The impact of women on non-profit boards
9:45 – 10:30 Dr. Shimi Kang, Physician and Author
Optimizing Mental Health and Profitability: How to Manage Stress and Mental Health Issues in the Workplace
10:40-12:30 Study Groups
12:30 – 1:30 Lunch / Partner Showcase
1:30 – 2:20 Educational Breakout Sessions
2:30 – 3:20 Educational Breakout Sessions
3:35 – 4:20 Brigadier General Maureen LeBoeuf
First woman department head at West Point
4:20 – 5:10 Susan Story, CEO & President, American Water Works
Raymond James Financial Board of Directors
6:00 – 6:30 Cocktail Reception
6:30 – 9:30 Awards Dinner/Gala
Tom James, Guest Speaker
Friday, October 13
7:00 – 7:55 Networking Breakfast / Partner Showcase
8:00 – 8:45 Dr. Lissa Young, Associate Professor, West Point
Being your authentic self during times of difficulty
8:45 – 9:30 Dr. Barbara Nusbaum, Psychologist
Client fears about money and investing
9:45 – 10:35 Educational Breakout Sessions
10:45 – 11:35 Educational Breakout Sessions
11:45 – 12:30 “Girl vs. Bull”
StateStreet speaks about the campaign and its impact
12:30 – 1:15 Wrap up and lunch

Benefits of the Women's Symposium

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

Contact us to learn more today