Virtual Awards Presentation

November 16, 2020

5TH ANNUAL WOMEN TO WATCH AWARDS LUNCHEON

To ensure the health and safety of our customers, attendees and employees amid the uncertainties of COVID-19, InvestmentNews will host  the Women to Watch think tank and awards ceremony on November 16, 2020 virtually.

The 2019 Women to Watch Award recipients, along with Elissa Buie, winner of the Alexandra Armstrong Award, and Phuong Luong, our Rising Star Award winner, will be recognized and celebrated for their support and dedication to fostering women in the financial advice profession. We’ll congratulate all of the honorees from 2019, along with the previous honorees in 2015, 2016, 2017 and 2018

AGENDA

11:00 AM | Opening Remarks | Liz Skinner, Special Projects Editor, InvestmentNews

11:05 AM | Keynote Address
PANEL: Women and Work in the New Normal
Moderated by: Liz Skinner, Special Projects Editor, InvestmentNews
Maura Creekmore, Managing Director, BNY Mellon | Pershing, 
Tiffany Hawkins, Chief Operating Officer, Momentum Advisors

11:25 AM | PANEL: Closing the gap on women in financial Services – A view from the top
A discussion about what it takes to rise to the top and how to help other women along the way.
Judith A. McGee, L.H.D., CFP®, ChFC®, Chair/CEO, MWM; Co-Branch Manager, RJFS, 
Judith Lu, Founder and CEO, Blue Zone Wealth Advisors
Moderated by: Natalie Straub, Business Consulting, Advisor Services, Charles Schwab

11:45 AM | Rising Star Video Presentation

11:48 AM | Fireside Chat with Elissa Buie and Phoung Luong: Lessons from 40 years of advice
A fireside chat with this year’s Lifetime Achievement winner and this year’s Rising Star and their advice to the other nominees.
Moderated by: Nikki Atkins Hartung, Managing Director and Divisional Director for Wealth, West Division, JPM Chase Bank
Elissa Buie, CFP, Founder and CEO, Yeske Buie, Phuong Luong, CFP, Founder and CEO, Just Wealth

12:08 PM | Lifetime Achievement Award Video Presentation

12:12 PM |Fireside chat:  How advisers should be using technology to grow their practices
Moderated by: Liz Skinner, Special Projects Editor, InvestmentNews, Cheryl Nash, CEO, Tegra118

12:32 PM | Women to Watch Award Video Presentation

12:42 PM | Concluding Remarks 

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InvestmentNews provides many opportunities to support this important initiative for our industry.
For sponsorship opportunities, contact Dan Rubinetti at drubinetti@investmentnews.com
Sabrina Straub at sstraub@investmentnews.com.