Women's Symposium

            2019 Women's symposium

            More than 25 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 three-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 25th Annual Women's Symposium will be held September 11 - 13, 2019 at the Ritz-Carlton in Orlando, Florida.

            Benefits of the Women's Symposium

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

            2019 Women’s Symposium Agenda At-A-Glance

            Wednesday, September 11
            10:00 a.m. – 6:00 p.m.  Conference Registration
            12:00 – 1:00 p.m. Networking Lunch / Partner Showcase
            1:00 – 1:30 p.m. Opening remarks 
            1:30 – 2:20 p.m. Town Hall: Paul Reilly, Chairman & CEO
            Tash Elwyn, President & CEO, Raymond James & Associates
            Jodi Perry, President, Independent Contractor Division, Raymond James Financial Services
            Scott Curtis, President, Private Client Group
            2:40 – 3:30 p.m. Keynote: Nicole Malachowski
            First Female U.S. Air Force Thunderbird Pilot
            3:30 – 4:00 p.m. Technologies that Changed My Client's Life, My Life and My Business
            Advisor Panel: Kimberlee Bouska, Financial Institutions Division
            Laura Steckler, Raymond James & Associates
            Amanda Piper, Raymond James Financial Services
            Moderator: Salit Nagy-Todd, Senior Vice President, Raymond James Technology
            4:00 – 5:00 p.m. Technology Center & Networking Session 
            6:00 – 9:00 p.m.  Welcome Reception 
            Thursday, September 12 
            6:15 – 7:00 a.m. Yoga / Fun Run
            7:00 a.m. – 5:00 p.m. Conference Registration
            7:00 a.m. – 7:55 a.m. Networking Breakfast / Partner Showcase
            8:00 – 8:50 a.m. Five Ways Technology Will Change the Way You Age
            Bill McManus, Hartford Funds
            8:50 – 9:40 a.m. How to Lead with Confidence and Be More Influential
            Amy Cuddy, Author & Speaker  
            10:00 – 11:50 a.m. Breakout Sessions
            12:00 – 1:30 p.m. Lunch and Study Group Discussions
            1:40  – 2:30 p.m. Retiring Retirement: The Era of Longevity Planning
            Jan Holman, Thornburg Investment Management 
            2:30  – 3:20 p.m. Portfolio Management Panel
            Panelists: Eliza Mazen, ClearBridge Investments, A Legg Mason Company, Head of Global Growth, Portfolio Manager
            Lori Keith, Parnassus, ESG
            Sheila King, Eagle Asset Management, Fixed Income
            Heather Beamer, J.P. Morgan, Portfolio Strategy Implementation
            Moderator: Daren Pippio, Senior Vice President, Advisory Consulting, Raymond James
            3:35 – 5:00 p.m. Workshops
            6:30  – 7:00 p.m. Cocktail Reception 
            7:00 – 9:00 p.m. Awards Dinner/Gala
            9:00 – 11:00 p.m. Hospitality Suite
            Friday, September 13
            7:00 a.m. – 5:00 p.m. Conference Information 
            7:00 – 7:55 a.m. Networking Breakfast / Partner Showcase
            8:00  – 8:50 a.m. Caring for Aging Parents
            Dr. Bob Seaberg, Lazard  
            9:05 – 9:50 a.m. Breakout sessions
            10:05 – 11:00 a.m. Women Advisor Panel
            Panelists: Holly Stallworth, Virginia, RJFS FID
            Nicole Middendorf, Minnesota, RJFS ICD
            Patricia Bennett, Kentucky, RJA
            Moderator: Amara Duderstadt, Senior Relationship Manager, Network for Women Advisors
            11:00 – 11:50 a.m. Larry Adam, Chief Investment Officer, Raymond James
            11:50 a.m. – 12:00 p.m. Closing remarks
            12:00 – 1:00 p.m. Lunch
            1:00 – 4:00 p.m. Optional CE Course

            Contact Us

            Ready to learn more? Now that you have scratched the surface of the possibilities that await you here, get the whole story. Reach out to us to have a conversation about what your business could look like as an advisor at Raymond James with the support of the Network for Women Advisors.

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