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 | ||||||
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| 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 | Town Hall Paul Reilly, Chairman & CEO, Raymond James Financial Tash Elwyn, President Raymond James & Associates Scott Curtis, President Raymond James Financial Services |
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| 2:20 – 3:10 | Reshma Saujani, CEO, Girls Who Code | |||||
| 3:10 – 3:20 | Break | |||||
| 3:20 – 5:00 | Speed Networking | |||||
| 5:00 – 5:30 | Break | |||||
| 5:30 – 6:30 | Fun Run (5K run & 2K walk) | |||||
| 6:30 – 9:30 | Welcome Reception | |||||
| Thursday, October 12 | ||||||
| 6:15 – 7:00 | Yoga | |||||
| 7:00 – 5:00 | Conference Registration | |||||
| 7:00 – 5:00 | Internet Cafe | |||||
| 7:00 – 7:55 | Networking Breakfast / Partner Showcase | |||||
| 8:00 – 8:50 | Women Portfolio Manager Panel | |||||
| 8:50 – 9:40 | Susan Story, CEO & President, American Water Works, Raymond James Financial Board of Directors | |||||
| 9:40 – 9:50 | Break | |||||
| 9:50 – 10:35 | Dr. Shimi Kang, Physician and Author Optimizing Mental Health and Profitability: How to Manage Stress and Mental Health Issues in the Workplace |
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| 10:35 – 10:45 | Break | |||||
| 10:45 – 12:30 | Study Groups | |||||
| 12:30 – 1:30 | Lunch / Partner Showcase | |||||
| 1:30 – 2:20 (breakouts) |
Educational Breakout Sessions | |||||
| 2:20 – 2:30 | Break | |||||
| 2:30 – 3:20 (breakouts) |
Educational Breakout Sessions | |||||
| 3:20 – 3:35 | Break | |||||
| 3:35 – 4:20 | Brigadier General Maureen LeBoeuf, sponsored by Thornburg Moments that Mattered |
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| 4:20 – 5:10 | Sarah Middleton, SVP, Global Corporate Citizenship & Executive Director, PIMCO Foundation Panelists: Kathy Muldoon, CFP - Carter Financial and RJA Lynn Faust – Faust Boyer Group |
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| 5:10 – 6:00 | Break | |||||
| 6:00 – 6:30 | Cocktail Reception (cocktail or business attire) | |||||
| 6:30 – 9:30 | Awards Dinner/Gala Tom James, Guest Speaker |
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| 9:30 – 11:00 | Hospitality Suite, hosted by RJ Bank & RJ Trust | |||||
| Friday, October 13 | ||||||
| 7:00 – 3:00 | Conference Information | |||||
| 7:00 – 1:00 | Internet Cafe | |||||
| 7:00 – 7:55 | Networking Breakfast / Partner Showcase | |||||
| 8:00 – 8:45 | Dr. Lissa Young, Associate Professor, West Point | |||||
| 8:45 – 9:30 | Dr. Barbara Nusbaum, Psychologist, sponsored by Hartford Funds | |||||
| 9:30 – 9:45 | Break | |||||
| 9:45 – 10:35 (breakouts) |
Educational Breakout Sessions | |||||
| 10:35 – 10:45 | Break | |||||
| 10:45 – 11:35 (breakouts) |
Educational Breakout Sessions | |||||
| 11:45 – 12:30 | “Girl vs. Bull” – The idea behind the marketing campaign Brie Williams, State Street Global Advisors Jennifer Bender, Director of Research for Global Equity Beta Solutions, State Street Global Advisors |
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| 12:30 – 1:15 | Wrap up and lunch | |||||