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                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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