leading the way - wifsnational.org · years of expertise as a financial advisor, sales manager and...

LEADING THE WAY2018 NATIONAL CONFERENCE

REGISTRATION IS OPEN!

OCTOBER 24-26, 2018MARRIOTT RENAISSANCE AUSTIN AUSTIN, TEXAS

WIFSNATIONAL.ORG/CONFERENCE

2 | 2018 WIFS National Conference

LEADERSHIP CIRCLE

EXECUTIVE CIRCLE

AMBASSADOR CIRCLE

T H A N K Y O U

WIFS: The global change leader inspiring women to achieve their dreams.80 years strong! WIFS is an association of financial services professionals working together to attract, develop and advance women. We champion career opportunities, provide professional development and represent women’s interests to the profession. More than 1,000 male and female financial advisors, agents, representatives, managers, executives, CPAs and attorneys benefit from membership.

WHY SHOULD I ATTEND?

2018 45055

1020

11

ATTENDEES

EXHIBITORS

GENERAL SESSIONS

BREAKOUT SESSIONS

NETWORKING HOURS

50% | Insurance

35% | Financial Planning

7% | Other

6% | Investments

2% | Accounting/Banking

ATTENDEE AFFILIATION

ATTENDEE POSITION

Prod

ucer

Hom

e O

ffice

Man

ager

Oth

er

Indu

stry

Exe

cutiv

e

Affili

ate

6%1% 10%16%17% 34%

Busi

ness

Ow

ner

16%

MEET THE ATTENDEES

WHO SHOULD ATTEND?Industry professionals who are serious about advancing their careers. Our attendees always walk away with smart strategies, actionable tactics, eye-opening inspiration, and connections with the women and men who are shaping the future of the profession.

97% OF ATTENDEES RATE CONFERENCE AS EXCELLENT OR VERY GOOD

64% OF ATTENDEES COME BACK EACH YEAR

“When you’re in the financial services industry, it is male-dominated. So to speak with women who are going through the same things that I am and feel the same way that I do about helping people and our clients, it lends a completely different perspective.”

“This is my second Conference. I came back because I love to mentor, and talk to and meet women at the Conference. I also learn a lot from all the wonderful speakers that they line up for us.”

HEAR WHAT THEY HAVE TO SAY...

SAVE MONEY! REGISTER EARLY!Member Non-Member

Partner Affiliated Members

Partner Affiliated Non-Members

Wednesday Day Rate

Thursday Day Rate

Through July 31 $580 $780 $480 $680 $450 $550

August 1 – 31 $630 $830 $530 $730 $450 $550

September 1 – 30 $680 $880 $580 $780 $450 $550

October 1 – 26 $730 $930 $630 $830 $450 $550

WIFSnational.org | 3


Repeat Sessions Are Back! Back by popular demand! Can’t choose which breakout session to attend? Four hot topic sessions will be repeated so you can attend the ones you’re most interested in.

Applaud Award Winners! Join us in celebrating our members’ success! We will congratulate the prestigious Circle of Excellence qualifiers, our 2018 Woman of the Year, Chapter of the Year and newly accredited Chapters.

Coffee & Connections Start networking early! Attend and meet other attendees just like you during this facilitated event. Meet with your mentor/mentee, ask how to start a local Chapter, chat with a National Board member or get to know other members. Make sure you have the App downloaded; you’ll need it to connect with all the attendees you’re going to meet.

NEW! Industry Panel Lending our voices individually and collectively is essential to shaping the future of our profession. Join us for this interactive session moderated by 2018 National WIFS President Angie Ribuffo. Association leaders from GAMA International, AALU, NAIFA and FSP will engage in conversation to share their perspectives on trends, challenges and collaborative opportunities.

Fast ’N Furious Everyone’s favorite competition is back and better than ever. Attendees will have 60 seconds to wow the audience with their best business idea or strategy. The winner will receive $500, and all attendees will leave with more than 50 fantastic ideas to implement.

NEW! Day-Rate Packages Can’t commit to attending all three days? No worries; we’ve got you covered with our new day-rate options. Attendees now have the flexibility to attend one day, two days or all three days of National Conference.

Dessert and Drinks Relax and enjoy a sweet treat at Thursday night’s social reception. Mix, mingle and build business relationships with fellow attendees.

CONFERENCE HIGHLIGHTS

APP-TASTIC!Everything you need to know about Conference will be at your fingertips. Download the Conference App to access the complete schedule, the exhibitor directory, speaker bios and local attractions. With just a click or two, you can:

Create a personalized schedule

Start networking via the attendee list

Access session handouts

Participate in surveys and live polls

See who’s registered

Play the Scavenger Hunt and climb the leaderboard

The App will be live and available for download on October 5. Watch your inbox for more information. Attend the “There’s An App for That” pre-conference session on Wednesday and learn how to customize the App.


JANE BLAUFUS, CLUBest Selling Author | International Speaker | Business CoachJane’s bestselling book “WITH THE [STROKE] OF A PEN: Claim Your Life” and companion planning binder have been highly acclaimed

as two of the most comprehensive, actionable, personal and financial planning resources available today for families, individuals and business owners alike. She has more than 25 years of expertise as a financial advisor, sales manager and corporate executive. Today, she is the Principal of The Blaufus Group Inc., based in Toronto, Canada.

Jane is a sought-after international keynote speaker delivering a highly rated MDRT Vancouver 2016 session and main platform at the MDRT PEAK 2017 in Thailand. Jane is a frequent guest expert on national TV/radio, a Huffington Post blogger, and a faculty member, recommended speaker and coach for the Hoopis Performance Network.

OLENKA CULLINAN Founder | Rising TycoonsOlenka Cullinan is a speaker, founder of Rising Tycoons and #iStartFirst Bossbabes Bootcamps, Amazon bestselling author, and millennial success coach. Olenka has developed a “Backbone of Success”™ method

that helps leaders to up-level their business and mindset.

Her work as a startup venture mentor nationwide, combined with humor and personal experiences, led to her two TEDx talks, inclusion in the Phoenix Business Journal 40Under40 class of 2017, and global exposure and made her into one of the nation’s premier consultants. You can find her on social media via Instagram, Facebook or Twitter: @olenkacullinan.

SANDY EICHELWMC Financial Advisor | Northwestern MutualSandy is a financial advisor with a national practice that focuses on financial planning for the LGBT community. She also is a professional speaker who strives to help financial services

providers be more inclusive by bringing on an array of clients and speaking about the power of authenticity in the workplace. Sandy shares her life experiences to empower others to get in touch with their own authentic selves, which allows them to unleash their professional and personal potential.

Although Sandy’s life circumstances may seem vastly different from most, her story is woven with the thread of common human experiences. She uses music, humor and vulnerability to tell her story and engage large audiences with her message. She has been interviewed and contributed to many periodicals; most notably by The Wall Street Journal, which interviewed her about planning for the LGBT community in November 2017.

CANDICE TSEVice President, US Head of Market Strategy, Strategic Advisory Solutions | Goldman Sachs Asset ManagementCandice is the Head of US Market Strategy for Strategic Advisory Solutions. She is responsible

for economic and market strategy, along with client engagement on investment solutions. She earned a B.S. in marketing from Rutgers University and an MBA in finance and management from Columbia Business School.

Prior to her current role, Candice worked in Fundamental Equity Product Management, Institutional Sales with a focus on relationship management and business development and as a team leader for institutional equity in portfolio administration. Her areas of expertise include Womenomics and emerging markets.

AMY WOLFFTEDx Speaker Coach, Executive Coach | Distcintion Communication, Inc.Amy Wolff is a highly rated executive coach and event speaker for Distinction Communication, Inc, a communication skills training firm she

co-owns in Portland, OR. In addition to coaching lawyers to sales teams, shoe designers to engineers, Amy is also a TEDx speaker coach for TEDxPortland, one of the top 10 TEDx organizations in the world. When Amy’s not with clients, she’s meeting friends in small coffee shops, scheming to travel the globe, and creating adventures with her husband and two young daughters.

MAIN PLATFORM SPEAKERS


WEDNESDAY, OCTOBER 24

PRE-CONFERENCE SESSIONSStart achieving before Conference officially starts. These sessions are open to all attendees.

9:30AM – 10:00AM THERE’S AN APP FOR THAT! The App is the Conference information hub. Session attendees will be guided through the download process and the App’s numerous features. Don’t miss the opportunity to learn how the App can enhance your Conference experience.

10:00AM – 11:00AM COFFEE & CONNECTIONSSet yourself up for success. This networking session is all about meetups. Get a jump on networking, chat with National Board members, meet your mentor/mentee, inquire about Chapter formation and more.

11:00AM - 12:30PM WELCOME LUNCH & EXHIBIT HALL OPENING Enjoy a nosh with other attendees as you check out the Exhibit Hall.

12:30PM – 1:30PM LEADING THE WAY TO OUR DREAM: WELCOME & ANNUAL MEETING Join us for the official kickoff of 2018 National Conference! Exercise your member vote during the 2018 annual business meeting. Hear the newly elected 2019 National President’s vision for advancing us toward our dream of being the global change leader inspiring women to achieve their dreams.

1:30PM – 2:30PM MARKET KNOW-HOW: INSIGHTS & IMPLEMENTATIONSponsored by PrudentialCandice Tse | Vice President, US Head of Market Strategy, Strategic Advisory Solutions | Goldman Sachs Asset Management In this session, you will learn what investors should KNOW about current market conditions and HOW they can implement an investable strategy. The ideas presented in Market Know-How are based on Goldman Sachs expectations of global macro conditions, asset class performance and sound portfolio construction.

2:30PM – 3:00PMKEEP IT POPPIN’ BREAKSponsored by Securian Financial GroupPop over and enjoy a bag of everyone’s favorite treat.

3:00PM – 4:00PMLEADING THE WAY: AN INDUSTRY PERSPECTIVELending our voices individually and collectively is essential to shaping the future of our profession. During this interactive session, association leaders including Bonnie Godsman, CEO at GAMA International; Suzy Jacobs, SVP of AALU; Jill Judd, President-Elect of NAIFA and Elvin Turner, President-Elect, FSP, will engage in conversation to share their perspectives on trends, challenges and collaborative opportunities.

4:00PM – 5:00PMLEAD & BRAG … LIKE A WOMAN! Sponsored by GAMA InternationalOlenka Cullinan | Founder | Rising TycoonsFact: Women still earn 81 percent of what their male counterparts do, according to the Labor Department’s 2015 data. Moreover, women who join in the leadership ranks are often surrounded by primarily male influencers. The question is, “Why?” What magical superpower propels men to the status of superheroes in business or the workplace? None other than “brag”: the mastery of unapologetic, “in-your-face” self-belief and the ability to showcase their best side to employers, business partners and potential investors, even if they “wing it”! Join Olenka to discover how to leverage your woman’s sparkle power not to lead like a “bro-dviser”, why you need to stop apologizing (like a Bossbabe!) and proof that your brag equals your impact (and your bottom line).

LEARN & GROW

LEADERSHIP DEVELOPMENT

PROFESSIONAL DEVELOPMENT

PRACTICE MANAGEMENT

PERSONAL GROWTH

WHAT’S TRENDING

REPEATING SESSION

Not sure which session is right for you? Use this identifier key.

CONFERENCE PROGRAMContent may change.


5:00PM – 6:00PM EXHIBIT HALL OPENING RECEPTIONExplore the Exhibit Hall. Mix, mingle and make connections. With more than 50 companies you need to meet, the exhibit floor is an integral part of your learning and professional development.

THURSDAY, OCTOBER 25

7:30AM – 8:30AM | BREAKFAST

8:30AM – 9:30AM FAST ’N FURIOUSEveryone’s favorite session is back and better than ever. Attendees will share their best idea or piece of business advice in 60 seconds or less. Attendees will vote for the $500 winner live. Everyone walks away with more than 50 strategic ideas that can be implemented immediately. Advance sign-up not required.

9:45AM – 10:45AM | EDUCATIONAL BREAKOUTS

SEVEN INSIDER TIPS TO LATE STAGE COLLEGE PLANNING Chris Wills | President | College Inside Track

College is now the second largest purchase most people make in their lives, yet most know more about buying a television. The significant increase in cost and complexity has families desperate for answers. Late-stage college planning is a significant untapped opportunity for advisors to differentiate and provide tremendous value. This session will teach attendees seven insider tips on college planning that most advisors should know but don’t.

SEVEN PRINCIPLES OF NETWORKINGRita Goodroe | Founder | Rita Made Me Do It, LLC

The key to networking is effective relationship building. Whether you are an introvert or extrovert, you already have everything you need to build and leverage relationships. Master these seven principles and your networking will be more fruitful, sales will increase, opportunities will multiply and, most importantly, you’ll have a healthy relationship with your business.

WOMEN AND HOUSING WEALTH: FIVE CONVERSATIONS SHIFTING THE RETIREMENT INCOME LANDSCAPE Don Graves | President | The Institute for Housing Wealth Studies

With the current retirement income crisis facing baby boomers, particularly women, advisors need every viable resource to help their clients and sustain their practice. This presentation is filled with case studies and easily implantable concepts that will help advisors show how housing wealth can help their clients increase cash flow, preserve

assets, decrease risks, increase liquidity and add new investable dollars back into their savings. Advisors will learn where the reverse mortgage fits in their practice, how to identify clients who may need it, how to broach the subject and communicate the concepts, and how to seamlessly integrate it with other retirement income planning strategies.

COMMUNICATION: BRIDGING THE GENDER DIVIDEPeggy Bud | Founder | Speaking Skillfully

This session is a beginning step in understanding gender differences, building awareness and encouraging meaningful conversations. The training will highlight which communication behaviors are “hard-wired” and which ones are linked to “socialization.” These differences are the underlying cause of unconscious/implicit bias in the workplace. They directly impact recruitment, hiring, retention and advancement. Only through awareness and acceptance can there be a reduction in unconscious bias. Gender equality is a worthy goal but is difficult to accomplish when unconscious bias continues to permeate the workplace. Acknowledging this problem by talking about it is the best way to bring about change.

JUST FOR LEADERS: BUILDING THE BRIDGE FOR CULTURAL CHANGE: A MANDATE FOR 2020Meryl Rosenthal | CEO | FlexPaths

As the financial services/insurance industry faces unprecedented change and prepares itself to compete for customers and talent, several considerations must be addressed to ensure that firms are poised for this momentous shift. One critical consideration is extending the focus, resources and investments beyond the workforce (recruits) and marketplace (customers) to include the workplace (culture). This workshop will share stories, examples and new models of what is being done at the firm level to create progressive work environments and practices to boost recruitment, collaboration and retention.

10:45AM – 11:15AMPARFAIT YOUR WAY BREAK Treat yourself to a healthy, delicious snack! It’s time to visit the parfait bar.

11:15AM – 12:15PM | EDUCATIONAL BREAKOUTS

WOMEN AND IMPACT INVESTING: MAKING A DIFFERENCE IN TODAY’S MARKET Betsy Moszeter | Chief Operating Officer | Green Alpha Advisors Danielle Burns | Vice President, Sales & Marketing | First Affirmative Financial

This plenary panel will provide an overview of how female investors are driving demand for sustainability-driven investment products.


CONFERENCE PROGRAM

Women are increasingly wealthy and think holistically about the effect their wealth has on the world. Female financial advisors are uniquely positioned to use impact investing as a value-add component to their existing business, and grow their business more rapidly by differentiating their business as a thought leader. This panel will also discuss how women in business are driving change in the boardroom, at investment firms and beyond.

BUILDING AN EFFICIENT CORE PORTFOLIO FOR ALL CLIENTS Craig Israelsen, Ph.D. | Executive-in-Residence | Financial Planning Program, Utah Valley University

The “core” of every portfolio can be predesigned, whereas the satellite portfolio elements are specific to each client. The key to survival as a financial advisor is to build prudently diversified and transparent portfolios that are efficiently priced and easily implemented. The 7Twelve Portfolio design accomplishes this. This session will teach attendees the logic and rationale for a predesigned portfolio “core,” the historical performance of a broadly diversified portfolio core and the next steps to actually implement this approach.

COMMUNICATION: BRIDGING THE GENDER DIVIDE Peggy Bud | Founder | Speaking Skillfully

This session is a beginning step in understanding gender differences, building awareness and encouraging meaningful conversations. The training will highlight which communication behaviors are “hard-wired” and which ones are linked to “socialization.” These differences are the underlying cause of unconscious/implicit bias in the workplace. They directly impact recruitment, hiring, retention and advancement. Only through awareness and acceptance can there be a reduction in unconscious bias. Gender equality is a worthy goal but is difficult to accomplish when unconscious bias continues to permeate the workplace. Acknowledging this problem by talking about it is the best way to bring about change.

SEVEN PRINCIPLES OF NETWORKINGRita Goodroe | Founder | Rita Made Me Do It, LLC

The key to networking is effective relationship building. Whether you are an introvert or extrovert, you already have everything you need to build and leverage relationships. Master these seven principles and your networking will be more fruitful, sales will increase, opportunities will multiply and, most importantly, you’ll have a healthy relationship with your business.

JUST FOR LEADERS: CREATE A RECIPE FOR SUCCESS Glenn Mattson | Founder and CEO | Mattson Enterprise Inc.

Leading a team of advisors is one of the most difficult and challenging roles in any organization. This session will focus on two major areas that will help you alleviate stress and become a more effective sales

leader: focusing on behaviors and effectively managing your time. You will learn how to develop a Cookbook for Success that will yield better results for you and your team by focusing efforts on specific, controllable behaviors.

12:15PM – 1:30PM AWARDS LUNCHEONJoin us to applaud the prestigious 2018 Circle of Excellence qualifiers, Chapter of the Year, Woman of the Year, new Chapter accreditations and passionate volunteers. Their collective success is impressive and speaks volumes about the advancement of women and what’s possible in the financial services profession.

1:30PM – 2:30PM | EDUCATIONAL BREAKOUTS

CONVERSATIONS THAT BUILD TRUST AND CLIENTS FOR LIFE Mary Schmid | CEO | Your Brilliant You

You are smart at gathering facts, figures and the technical aspect of your job. But in today’s marketplace being a technical expert is not enough. In order to build a thriving practice you must know how to lead conversations that create trust and the skills to respond in any conversation, even the difficult ones. In this interactive presentation you will understand how the three levels of conversation influence what others really heard and how to apply conversational skills you can use immediately to up-level any conversation.

HOW TO WIN HEARTS AND THRIVE IN ANY ECONOMY BY LEADING WITH TRUST Tyler Hoffman | Qualified Trust Partner | Reina

This workshop will present the three dimensions to building trust, which is based on the research from Reina, a trust-building consultancy. Correlated to sales, marketing and prospecting online, real-world examples of poor attempts to build trust and fantabulous examples of great trust building will be shown so participants can leave with precise actions as to what does and does not work.

GAINING TRACTION THROUGH THE ART OF STAFFING – THE RECIPE FOR CREATING YOUR SUPERPOWER Melinda Meyer | Founder & President | Aspen Strategies, LLC

Is your staff your Kryptonite or your Superpower? Is your staff lifting you up or exhausting your energies? Surrounding yourself with the right people can take your productivity, customer satisfaction and revenue to new heights. By the end of the workshop, you will have a better understanding of how to select the right people, create meaningful job descriptions, create measurable accountability and productivity goals, and compensate for results. Take away ideas that


can be implemented within your organization to create and retain talent with Superpowers.

WOMEN AND IMPACT INVESTING: MAKING A DIFFERENCE IN TODAY’S MARKET Betsy Moszeter | Chief Operating Officer | Green Alpha Advisors Danielle Burns | Vice President, Sales & Marketing | First Affirmative Financial

This plenary panel will provide an overview of how female investors are driving demand for sustainability-driven investment products. Women are increasingly wealthy and think holistically about the effect their wealth has on the world. Female financial advisors are uniquely positioned to use impact investing as a value-add component to their existing business, and grow their business more rapidly by differentiating their business as a thought leader. This panel will also discuss how women in business are driving change in the boardroom, at investment firms and beyond.

JUST FOR LEADERS: LEADERSHIP IS A CHOICECandy Barone | CEO | You Empowered Strong, LLC

This session will help you understand the power of being an authentic leader. Opportunity costs are associated with burnout, and employee turnover creates waves in your business and dissatisfaction with clients. In this powerful presentation, Candy shows you how to mitigate that risk and invest in yourself and your people to create high performing teams for growth and long-term sustainable success. She’ll also share how leadership is a choice, everyone’s responsibility and, most definitely, a team sport.

2:30PM – 3:30PMCOMMUNICATING TO INFLUENCEAmy Wolff | TEDx Speaker Coach, Executive Coach | Distinction Communication, Inc.Presenting our ideas to others is more challenging than ever before. We live in an age of constant multitasking and distraction, which means we have to compete for the attention of managers, clients, team members, staff and business partners. In this practical, inspiring and funny roll-up-your-sleeves session, you’ll learn four foundational speaking skills, the seven steps to building a more persuasive message and the importance of authenticity. You’ll leave knowing how to create a powerful, engaging presence as well as how to strategically structure your message to convey credibility and confidence in a way that immediately resonates and wins over those you’re trying to influence.

3:30PM – 5:00PM EXHIBIT HALL CLOSING RECEPTIONLast call! Join your fellow attendees for refreshments and a final visit with exhibitors.

8:00PM – 10:00PMDESSERTS + DRINKS & PEER-TO-PEER NETWORKING Indulge your sweet tooth and grow your network. Meet new industry professionals, reconnect with colleagues and unwind in a relaxed social setting. Leverage the unparalleled value of peer-to-peer sharing with other professionals who face the same challenges you do. Join the conversation and gain insights.

FRIDAY, OCTOBER 26

7:30AM – 8:30AM | BREAKFAST

7:30AM – 8:30AM JUST FOR CIRCLE OF EXCELLENCE QUALIFIERS BREAKFAST: CREATE A HERO CULTURE: LEVERAGE YOUR SUPERPOWERS!Jennifer Webb | Founder | Magic Communications As a Circle of Excellence qualifier, you’re recognized as a hero. A hero models a vision for success while bringing everyone else along. This session will focus on specific superpower techniques behind the “Powers” of Serendipity (the ability to create opportunities and luck), Attitude (power to create a different set of beliefs and the perspective to get a more productive and desired outcome), Magnetism (the ability to draw others together) and Omnilinguistics (the ability to speak to everyone in their own language). Leave this session armed to leverage your superpowers to propel future success.

8:30AM – 9:30AMWOMEN & WEALTH: COURAGEOUS CONVERSATIONSJane Blaufus, CLU | Best Selling Author | International Speaker | Business CoachThere is a changing face of wealth in North America. By 2026, women will control close to half of all accumulated financial wealth. This increase will be partially driven by a significant flow of inheritances to women of all ages. Not only are women managing significant wealth and cash flow, it is also predicted that, at some point in their lifetime, nearly 90 percent of women will be solely responsible for making the financial decisions in their household. Are we ready to work with this influential segment and are we equipped as financial advisors to have the necessary “courageous conversations” to provide the expertise and education to help other women deal with this impending financial tsunami? What are the implications for both the industry and financial advisors?


9:45AM – 10:45AM | EDUCATIONAL BREAKOUTS

A TALE OF THREE WIDOWSNancy Rash | Past WIFS National President

Statistics show that 70 percent of widows change financial advisors soon after their spouse dies, primarily because the one their husbands had didn’t “get” them. More than 1 million women become widows every year and will soon total 13 million. Without their spouses, many widows feel financially insecure, opening the door for financial predators. This session will discuss how to reach out to widows and will relay some “impactful empathy” with what to say or not to say to these grieving women.

PROVERBS FOR SELLING: MASTERING SALES THROUGH PROSPECTING, REFERRALS AND DISCIPLINE Tamara Bunte | Senior Facilitator | Institute for Advanced Results

Inspire sales professionals to take consistent, intelligent action to build their prospecting pipeline. They will learn how to take a classier approach to prospecting new clients and follow-up skills to actually get callbacks. This session is all about having an execution strategy. What do you say on the fourth voicemail when you’ve called an interested client three times and they haven’t called you back? How do you get the decision maker to actually call back and want to talk with you? How do you maintain a positive mindset while waiting on your commission checks? Your advisors will close more sales, and your team will increase productivity.

START THE DIALOGUE, BUILD TRUST & CLIENTS FOR LIFE Jane Blaufus, CLU | Best Selling Author | International Speaker | Business Coach

Working in your natural market as a new or seasoned advisor, building a client base from scratch and possibly doing it more than once, understanding what is really behind an objection and knowing how to address it are keys to developing clients for life. This workshop will delve deep into each area and deliver specific tips and strategies you can implement immediately.

GAINING TRACTION THROUGH THE ART OF STAFFING – THE RECIPE FOR CREATING YOUR SUPERPOWER Melinda Meyer | Founder & President | Aspen Strategies, LLC

Is your staff your Kryptonite or your Superpower? Is your staff lifting you up or exhausting your energies? Surrounding yourself with the right people can take your productivity, customer satisfaction and revenue to new heights. By the end of the workshop, you will have a better

understanding of how to select the right people, create meaningful job descriptions, create measurable accountability and productivity goals, and compensate for results. Take away ideas that can be implemented within your organization to create and retain talent with Superpowers.

JUST FOR LEADERS: PSYCHOLOGY OF PERSUASION – MOTIVATING OTHERS TO BE THEIR BEST!Jennifer Webb | Founder | Magic Communications

Influencing individuals to remain inspired and motivated despite constant change and chaos can mean the difference between being successful and just getting by, between loving work and just enduring it. Influencing is about strategic and focused communication, reading nonverbal cues, utilizing emotional intelligence to defuse conflict and generate loyalty and trust, and dispel illusions around communication.

10:45AM – 11:15AM HIT THE TRAIL BREAKIt’s time to rev up before the last main stage session. Create your own mix of dried fruits and nuts to boost your energy.

11:15AM – 12:15PMFINDING YOUR VOICE: UNLEASHING YOUR DESTINYSandy Eichel | WMC Financial Advisor | Northwestern MutualHave you ever sacrificed who you are for what you thought the world wanted you to be? Ever feel as if you’re confined to a life of shoulds? This session focuses on empowering financial services professionals to lead the way, realize what is holding them back from finding success, and capitalize on their power and voice. Through story sharing, which is sometimes funny and sometimes painful, Sandy will show you how to use past experiences as fuel to change thinking and find the authentic, vibrant life you are meant to have. Your destiny is out there; you just need to conquer who you think you should be to find who you really are. Your voice and your path are yours to unleash!

12:15PM – 12:45PMTHAT’S A WRAP!Join us for a video look-back over an amazing three days of learning, networking and fun. Everyone will vote via live poll for the $500 Fast ’N Furious winner. We’ll also reveal the 2019 Conference location. Don’t miss the sneak peek.

CONFERENCE PROGRAM


STAY CONNECTEDNeed a place to relax and recharge between sessions? Visit the Cyber Café. Check email, catch up on the latest industry news and charge your device(s).

STAY UP TO DATEVisit our Conference website at WIFSnational.org/conference for up-to-the-minute info on speakers, event highlights, programming and more. Check back often for the latest Conference news.

#WIFSCONF18Follow us on Twitter for the latest Conference and expo buzz!

WIFSNATIONALLike us on Facebook for industry news, event photos and what’s new in the WIFS world.

WIFS NATIONALConnect with us on LinkedIn to network with industry professionals.

LET’S SHOW THE INDUSTRY WHAT WOMEN IN THE PROFESSION ARE CAPABLE OF ACHIEVING!

Your name published, unpublished, or anonymous – it's up to you!

Qualification is income based and starts at $75,000. Contribute to the collective voice by visiting WIFSnational.org to download the application and qualification instructions.

Applications are accepted through July 31.

121 QUALIFIERS12% OF MEMBERSHIPTOTAL INCOME: $29 MILLION

157 QUALIFIERS 14% OF MEMBERSHIPTOTAL INCOME: $43.5 MILLION


190 QUALIFIERS15% OF MEMBERSHIPTOTAL INCOME: $56 MILLION


2013

2014

2015

2016

2017

EXHIBIT HALL SCHEDULE

WEDNESDAY, OCTOBER 2411AM – 12:30PM

Welcome Lunch & Exhibit Hall Opening

2:30PM – 3PM

Break With Exhibitors

5PM – 6PM

Opening Reception

THURSDAY, OCTOBER 257:30AM – 8:30AM

Breakfast in the Exhibit Hall

10:30AM – 11:30AM

Break With Exhibitors

3:30PM – 5PM

Exhibit Hall Closing Reception

EXHIBITOR OPPORTUNITIES

EXHIBIT BOOTH PACKAGE | $1,650 FREE event access for one company representative

Opportunity to introduce speaker at one educational breakout session or provide an item for inclusion in onsite attendee bags

6 ½ hours dedicated time with attendees

8’ x 10’ booth with a 6-foot table, back wall and side rail, two chairs, wastebasket and sign

Listing on the Conference website and Conference App

Opportunity to promote involvement pre- and post-event via use of attendee contact lists

SAVINGS! Register up to three additional booth representatives at a discounted rate of $500. That’s huge savings per registrant!

Fifty-five booths are available and will sell-out quickly. Breakout session introductions are limited to 25 exhibitors. Both are available on first-come, first-paid basis.

THANK YOU TO OUR CURRENT EXHIBITORS:List is reflective of confirmed exhibitors as of April 27.

A.D. Banker & Company

AFG Brokerage

Cambridge Investment Research, Inc.

ECA Marketing, Inc.

Everplans

IDFA- Institute for Divorce Financial Analysts

ITC- Insurance Technologies Corporation

JosephJordan.com

National Life Group

Money Guide Pro®

Ohio National Financial Services

Prudential

Retirement Funding Solutions

Securian Financial Group

Sigma Financial Corporation

Signator Investors

Treasures From the Earth

Women’s Insurance Network

Booths will sell out! Secure yours today.

SPONSORSHIP DELIVERS

Leading the Way | $20,000 Limited time opportunity

Awards Luncheon | $15,000

Connection Circuit | $12,000

Welcome Lunch | $10,000

Reception Circuit | $8,500

Main Platform | $5,000 per session | 2 out of 4 opportunities available – Thank you, GAMA International and Prudential!

Wellness Events | $5,000 Limited time opportunity

Coffee Service | $5,000

Fast ’N Furious | $5,000

Room Keys | $4,000 SOLD! Thank you, National Life Group!

Notebooks | $4,000

Selfie Station | $3,000

Chapter Leader Summit | $2,500 SOLD! Thank You, Penn Mutual!

Pens | $2,000

Parfait Your Way | $2,000

Hit the Trail | $2,000

Keep It Poppin’ | $2,000 SOLD! Thank you, Securian Financial Group!

Literature Drop | $1,000 | 5 of 6 opportunities available SOLD! Thank You, Prudential

Book Corner | $500

Visit WIFSnational.org/conference for more information and to lock in your sponsorship today!

INCREASE YOUR IMPACT. Optimize your Conference presence with a sponsorship!

As a sponsor, your company will be front and center among association members and attendees before, during and after Conference. Benefit from:

Social media posts

Attendee e-blast mentions

Recognition on the Conference website and App

Known for its creativity, Austin has something to offer everyone! From live music to outdoor activities and world-renowned barbecue, this city is as diverse as they come. You’ll find upscale dining and shopping, all in an area with trails and green space. Take in a quick history lesson at the State Capitol building, and explore the work of local designers and painters at one of the many galleries and world-class museums. And don’t forget to spoil your taste buds!

GETTING THEREAustin-Bergstrom International Airport is central Texas’ hub, offering live music and frequent flights from U.S. cities. Amtrak’s Austin Station located just west of downtown Austin also serves the area with passenger service to more than 20 US destinations.

CONFERENCE VENUE:RENAISSANCE AUSTIN9721 Arboretum Blvd. Austin, TX 78759

Located 18 miles from Austin-Bergstrom International Airport, the Renaissance Austin is beautifully appointed and perfectly located in the heart of Texas Hill Country, surrounded by breathtaking natural beauty, just a short distance from the excitement of downtown Austin. Additional perks include an indoor/outdoor pool and a cutting-edge fitness center, as well as great dining and an outdoor deck at Knotty Deck & Bar. You’re just a short distance away from The Arboretum at Great Hills and The Domain and Austin’s many attractions, including the University of Texas and 6th Street. Take advantage of the WIFS hotel group rate of $199/night. Visit wifsnational.org/conference to reserve your hotel room.

5 THINGS TO DO1. THE BLANTON MUSEUM OF ART The Blanton Museum of Art is one of the foremost university art museums in the country and holds the largest public collection in Central Texas. Recognized for its modern and contemporary American and Latin American art, Italian Renaissance and Baroque paintings, and encyclopedic collection of prints and drawings, the Blanton offers thought-provoking, visually arresting and personally moving encounters with art.

2. VISIT THE BAT BRIDGEFrom late spring to early fall, Austin becomes home to the largest urban bat population in North America. At sunset, get ready for an only-in-Austin experience: getting a peek at these nocturnal residents as they fly out from underneath the famous Congress Avenue Bridge. Between 750,000 and 1.5 million bats fly out near dusk.

3. EXPLORE THE CITYFrom guided walking tours of downtown to a three-hour walking tour of Austin’s best eateries to adventures on the Austin Duck, there are many ways to see the city. Find the tour that best fits your personality here.

4. TEXAS STATE CAPITOLStanding a stately 309 feet and modeled after the nation’s Capitol in Washington, D.C., this is the nation’s tallest capitol building. Designed by architect Elijah E. Myers and constructed using red granite, the capitol took more than seven years to complete. It was finished in 1888, at a total cost of more than $3 million, an extravagant price even by today’s standards. The perfectly landscaped grounds reflect the languid pace of life under the Texas sun, inviting you for a quiet stroll or a lazy day under a tree.

5. LIVE MUSICLive music is everywhere in Austin. Musicians play everywhere from grocery stores to city council meetings. Mostly, you’ll find Austin musicians at clubs, coffeehouses, bars, taquerias, auditoriums and concert halls. Austin’s celebrated live music scene inevitably continues to change, and likewise stays the same. As venues come and go, two key factors somehow remain stable: an astonishing 250 or so places present live music here, and every style is represented.

Content courtesy of Visit Austin.

MEET AUSTIN


ATTENDEE INFORMATION

NAME

DESIGNATIONS

NAME AS IT SHOULD APPEAR ON NAME BADGE

COMPANY

BUSINESS ADDRESS

CITY STATE ZIP

PHONE #

EMAIL

EMERGENCY CONTACT NAME

EMERGENCY CONTACT PHONE #

What year did you join the industry? _________

Registration includes all events and meals in the program.

2018 Registration Apr 1 - July 31

Aug 1 - 30

Sept 1 - 30

Oct 1 - 26

Member $580 $630 $680 $730 Non-Member $780 $830 $880 $930 Partner Affiliated Member $480 $530 $580 $630 Partner Affiliated Non-Member $680 $730 $780 $830 Day Rate - Wednesday $450 $450 $450 $450Day Rate - Thursday $550 $550 $550 $550Block of 5* $3,400 $3,400 $3,400 $3,400

*When registering for the block of 5, please provide primary contact information only. A form will be provided to gather the block of 5 attendee information.

PAYMENT INFORMATIONq Check enclosed (payable to WIFS)q Charge $________ to my q MasterCard q Visa q AmEx q Discover

NAME AS IT APPEARS ON CARD

BILLING ADDRESS

CREDIT CARD #

EXPIRATION DATE SECURITY CODE

SIGNATURE

TRAVEL & ACCOMMODATIONSTravel and hotel costs are not included in registration. Make hotel reservations online at WIFSnational.org/conference or call the Renaissance Austin directly at 512.343.2626 and mention WIFS to receive the discounted rate of $199/night. Note: WIFS does not contract with any third parties to provide hotel reservation services.

RETURN THIS FORM WITH PAYMENT TO:WIFS NATIONAL CONFERENCE136 Everett Rd | Albany, NY 12205Email: [email protected] Fax: 518.935.9232 | Phone: 866.264.9437Cancellation Policy: Cancellation requests communicated in writing on or before September 30, 2018 are eligible for a refund less a $100 processing fee. Requests received October 1, 2018 or later are not eligible for a refund or credit card chargeback. Forfeited registration fees cannot be applied to future events.

Transfer Policy: Registration transfer requests communicated in writing on or before September 30, 2018 are subject to a $50 processing fee. Transfer requests will not be honored after September 30, 2018.

Name Badge Policy: Please note there is a $100 replacement fee for lost name badges.

q Accounting/Bankingq Financial Planning q Investmentsq Insurance

q Legalq Mortgageq Other:_________________

Primary Industry Affiliation:

q Affiliateq Attorneyq Business Ownerq CPAq Home Office

q Executiveq Managerq Producerq Other:_________________

Industry Role:

q Ameritasq Lincoln Financialq Mutual of Omaha

q National Life Groupq Penn Mutualq Prudential

q Not Affiliated2018 Partners for Excellence Affiliation:

q Gluten Free q Vegan q VegetarianPlease note any dietary preferences:

OCTOBER 24-26, 2018Marriott Renaissance Austin | Austin, Texas

2018 WIFS NATIONAL CONFERENCE REGISTRATION

q First WIFS Conferenceq 2018 Chapter Board Memberq 2018 Chapter Presidentq 2018 Mentor

q 2018 Menteeq Managerq Captive Agentq 2018 Circle of Excellence Qualifier

Please check all that apply:

LEADING THE WAY


WIFS NATIONAL OFFICE 136 Everett Road | Albany, NY 12205866.264.WIFS (9437) | 518.935.9232 (fax)wifsnational.org | [email protected]

leading the way - wifsnational.org · years of expertise as a financial advisor, sales manager and...

Documents