2025 AAAA Women's Impact Initiative Network (WIIN) Conference

In our distracted and fast-paced world, it is increasingly hard for leaders and teams to
break through the noise. It’s easy to default to focusing on convincing your potential
clients to buy your product or offer, but in doing so, many sales teams lose sight of the
actual sales conversation itself. The truth is, sales only happen where value and values
interact.
So how do you ensure that your conversations are articulating and exchanging value?
The answer is a repeatable and adaptable conversation framework that has helped
scores of sales teams articulate their value and increase revenue.
Join leadership strategist and luxury expert Neen James as she shares her Platinum
Positioning framework. You’ll learn a how to create your own Platinum Positioning
Statement to use any time value needs to be articulated - personally or professionally.

Designed for students from local colleges and universities, this session provides a roadmap to breaking into the financial services industry. Industry professionals and emerging leaders will share insights on career pathways, essential skills, and networking strategies. Attendees will also learn about key industry credentials, including the Securities Industry Essentials (SIE) Exam and the Certified Financial Planner (CFP®) designation, understanding how these certifications can jumpstart their careers. This session will offer practical advice on internships, licensing, and building a strong professional foundation to confidently launch a successful career in finance.

Success in financial advising isn’t one-size-fits-all. With shifting client expectations, new regulations, and evolving business models, today’s advisors must carve their own path. This session explores how broker-dealers, RIAs, and independent advisors can redefine success—whether through practice management strategies, innovative fee models, or new approaches to growth and succession planning. Attendees will gain fresh perspectives on building a career and business that aligns with their ambitions, values, and the future of financial services.

Join us for an elegant closing celebration as we toast the trailblazing women redefining success in finance. Experience the epitome of luxury with exquisite champagne, renowned for its rich history and commitment to excellence. Indulge in handcrafted cocktails, decadent hors d’oeuvres, and unwind in the company of extraordinary leaders, visionaries, and changemakers. This exclusive evening transcends traditional networking—it’s a moment to reflect, celebrate, and solidify the powerful connections forged throughout the conference. Raise a glass to ambition, achievement, and the unapologetic pursuit of excellence.

Attire: Cocktail