Join us for the 2025 Women's Impact Initiative Network (WIIN) Conference in Chicago, IL on June 19-20. Empower women in wealth management with 1.5 days of education, networking, and inspiration. WIIN, a part of AAAA, strives to address the underrepresentation of women in the financial services industry and create a more diverse and inclusive workforce. Join us in reshaping the industry landscape and creating new opportunities for Black/African American women in wealth management.
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 repea...
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.
Partner Led Workshop: Macros and Markets hosted by PIMCO
Partner Led Workshop: Macros and Markets hosted by PIMCO
Antonese Robertson
Vice President, Account Manager at PIMCO
Join us for PIMCO’s “Macro and Markets” workshop, a quarterly conversation where we help contextualize the fixed income market and share insights from PIMCO’s Cyclical and Secular outlooks. Current topics include investing in an uncertain world, putting cash to work, tapping into higher yields across fixed income, and the active advantage.
11:00 AM - 11:45 AM
Empowering Women in Finance: Strategies for Growth and Impact
Empowering Women in Finance: Strategies for Growth and Impact
Celebrate and learn from trailblazing women in finance as they share their journeys and strategies for growing their practices while making a lasting impact on their clients and communities.
11:45 AM - 12:25 PM
Opportunity Exchange
Opportunity Exchange
A powerhouse of possibilities—connect with top financial firms, asset managers, and strategic partners. Explore innovative solutions and unlock new opportunities for success. This is our dedicated Exhibitor Hall, and we are blocking out this time in the agenda to ensure our members can fully engage, network, and maximize their experience.
11:45 AM - 12:25 PM
Students Only- From Classroom to Boardroom: Navigating Your Path in Financial Services
Students Only- From Classroom to Boardroom: Navigating Your Path in Financial Services
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 ...
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.
Mastering the ETF Landscape: Strategies for Women Advisors
Mastering the ETF Landscape: Strategies for Women Advisors
As ETFs continue to reshape the investment landscape, financial advisors must stay ahead of industry trends to best serve their clients. In this session, a leading expert with over two decades of experience in ETF market development will provide key insights, practical strategies, and forward-looking perspectives on the evolving ETF space. Attendees will gain actionable takeaways to strengthen their portfolio management approach and optimize client outcomes in an increasingly dynamic market.
2:30 PM - 3:15 PM
Purpose-Driven Practices: Building for Legacy and Meaning
Purpose-Driven Practices: Building for Legacy and Meaning
Discover how to align your financial practice with your personal values and passions, creating a purposeful legacy while driving meaningful results for clients and communities.
3:15 PM - 3:30 PM
Break
Break
3:30 PM - 4:15 PM
Leading with Wellness: Prioritizing Health in Your Career
Leading with Wellness: Prioritizing Health in Your Career
Diversity & Inclusion Specialist at The Callaway Black Group - Northwestern Mutual
This session delves into the importance of wellness and balance, offering tools and strategies to lead your practice and personal life with energy, mindfulness, and resilience.
4:15 PM - 5:00 PM
The Power Shift: Women Redefining Leadership, Legacy & Leverage
The Power Shift: Women Redefining Leadership, Legacy & Leverage
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 ambit...
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.
Power, Purpose & Prosecco: An Evening of Elegance & Influence
Power, Purpose & Prosecco: An Evening of Elegance & Influence
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 connection...
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.
