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Thank you to Mutual of Omaha for being the WIFS 2025 National Conference Title Sponsor.
Monday, October 20
7:30 am-6:00 pm
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Registration Open
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Pre-Function Capitol 1&2
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8:00 am-10:00 am
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Chapter Leaders Meeting
*This is an invite-only event
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Dodge, Douglas, Capitol 3 or Capitol 4
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12:15 pm-1:00pm
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WIFS Membership Lunch & Annual Business Meeting
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12:45-1:30 pm
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Conference Welcome + Opening Ceremony
Sue Kuraja, WIFS President
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Capitol 1&2
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1:30-2:30 pm
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Keynote Main Stage: Personalization is Everything
Elizabeth Husserl, Author of "The Power of Enough: Finding Joy in Your Relationship with Money"
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Capitol 1&2
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2:30-2:40 pm
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Partner for Excellence Big Idea: Prudential
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Capitol 1&2
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2:40-3:00 pm
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Networking Break with Exhibitors
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Capitol 1&2
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3:00-4:00 pm
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Main Stage 2: For Advisors, by Advisors Panel
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Capitol 1&2
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4:00-4:10 pm
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Partner for Excellence Big Idea: Ibexis
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Capitol 1&2
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4:10-5:15 pm
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Main Stage 3: Voices at the Table: A Collaborative Networking Session
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Capitol 1&2
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5:15-6:30 pm
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Welcome Reception with Exhibitors & Sponsors
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Pre-Function Capitol 1&2
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Dine Arounds
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Tuesday, October 21
6:30-7:00 am
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Morning Yoga
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| 7:00 am-5:00 pm |
Registration Open
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Pre-Function Capitol 1&2
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Headshot Lounge
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7:30 am
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Breakfast & Networking with Exhibitors
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7:30-8:45am
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Tech Pavilion
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Pre-Function Capitol 1&2
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8:45-9:15am
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Main Stage 4: Riverside Chat - Leadership
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Capitol 1&2
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9:15-9:30 am
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NAIFA Legislative Update
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Capitol 1&2
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9:30-9:40 am
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Partner for Excellence Big Idea: PennMutual
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Capitol 1&2
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9:45-10:05 am
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Networking Break - Tech Pavilion
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Pre-Function Capitol 1&2
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10:05-10:50 am
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Breakout: Video/camera training
Keri Murphy, Video Marketing Expert, Speaker, Brand Builder
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Dodge
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10:05-10:50 am
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Breakout: Navigating Retirement Transitions for Clients: Beyond the Numbers
Kirsten Meneghello, JP, PCC, CPRC, Owner and Principal, Illumination Coaching
Advisors play a critical role in helping clients retire financially secure—but what happens when the money is in place and fulfillment is still out of reach? Many retirees find themselves unprepared for the emotional and psychological shifts that come with leaving their careers behind. As their trusted advisor, you may witness clients struggling with identity loss, a lack of purpose, or dissatisfaction after the initial honeymoon phase of retirement fades. This session will equip you with a practical toolkit to navigate these complex, non-financial conversations. Kirsten Meneghello, a Certified Professional Retirement Coach and attorney, will show you how to spot when a client may be stuck, initiate meaningful dialogue, and connect them with the right resources to help them thrive in their next chapter.
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Dodge
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10:05-10:50 am
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Breakout: Breaking Barriers in Finance: How Women are Redefining Success Growth
Cameo Roberson, Susan Danzig, and Kari Ellis
Women in financial services are reshaping the industry—creating their own opportunities, building sustainable firms, and leading with purpose. Yet, many still face barriers in scaling their businesses, managing client relationships, and navigating the operational challenges of growth. Beyond The Broker is more than a book—it’s a movement, equipping women in financial services with the tools, strategies, and confidence to break through these barriers and take their careers to the next level.
This panel, featuring three esteemed co-authors of Beyond The Broker, Cameo Roberson, Kari Ellis and Susan Danzig will deliver an engaging, candid discussion on what it takes for women in finance to move beyond the role of “advisor” and become empowered business owners, industry leaders, and change-makers.
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Capitol 3
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10:05-10:50 am
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Breakout: Purse Strings
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Capitol 4
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10:50-11:15 am
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Networking Break with Exhibitors
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11:15-11:25 am
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Partner for Excellence Big Idea: Cambridge
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Capitol 1&2
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11:25 am-12:25 pm
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Awards Luncheon
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Capitol 1&2
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12:25-1:10 pm
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Fast N' Furious
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Capitol 1&2
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1:10-2:00 pm
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Networking Break - Tech Pavilion
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Pre-Function Capitol 1&2
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2:00-2:45 pm
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Breakout: Telling Your Story and Building Your Team
Mary Trecek, Associate Research Director, LIMRA and LOMA
We often are told to “build your network,” and find a “center of influence,” but how does that actually work in practice, not just theory? Building on a framework of storytelling and sensemaking, this session empowers attendees to set goals and build the team they need to achieve what they want, with the support they need. Along the way, research from LIMRA and other industry sources will support the discussion.
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Dodge
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2:00-2:45 pm
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Breakout: 52 Million Reasons to Become More Referable
Julie Pinkerton, CLU, ChFC, LUTCF, Founder & CEO, Evozen
What would it feel like to unknowingly lose a $52 million opportunity—not because of a lack of skill, but because of silence?
In this high-impact session, I share the real-life story of an advisor who missed out on a $52 million investment account simply because they weren’t visible to the right Centers of Influence (COIs). This cautionary tale sets the stage for a compelling, practical conversation about what it truly takes to become referable in today’s relationship-driven marketplace.
As a 40-year industry veteran and proud member of this association, I’ve seen firsthand how even the most talented women in our field can remain hidden in plain sight. This session challenges that reality. With a blend of humor, humility, and hard-earned insight, we’ll unpack why referability isn’t just about being excellent—it’s about being known, connected, and visible. When you’re aligned with the right people at the right time, your talent and reputation don’t just shine—they seal the deal.
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Douglas
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2:00-2:45 pm
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Breakout: She Sells
Elyse Archer, International Sales Trainer and Speaker, Host of She Sells Radio, CEO of She Sells
Learn how to sell in a way that feels aligned with who you are a woman, understand what it takes to break through six or seven figures and redefine what's possible for you!
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Capitol 3
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2:20-3:05 pm
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Breakout
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Capitol 4
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3:00-3:15 pm
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Movement Break
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3:15-4:00 pm
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Breakout: American College
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Dodge
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3:15-4:00 pm
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Breakout
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Douglas
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3:15-4:00 pm
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Breakout
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Capitol 3
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3:15-4:00 pm
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Breakout
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Capitol 4
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5:45-6:45 pm
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Partner for Excellence Reception
*This is an invite-only event
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6:30-9:30 pm
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Thrive! Reception - A Century in Celebration: From the 1920s to the 2020s
Step into a time-traveling celebration at our themed THRIVE! reception, "A Century in Celebration: From the 1920s to the 2020s," where we bring to life this year’s conference theme: Honoring Tradition and Inspiring Innovation.
This unforgettable evening invites you to journey through the decades, highlighting how tradition has shaped progress and how innovation continues to redefine our future. From the elegance and energy of the Roaring Twenties to the bold ideas and technology of the 2020s, each era will come alive through décor, music, and experiences that reflect both the heritage and the evolution of our industry.
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The Gallery
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Wednesday, October 22
7:30-10:00 am
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Registration Open
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Pre-Function Capitol 1&2
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7:45-8:45 am
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Breakfast & Networking with Exhibitors
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Pre-Function Capitol 1&2
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8:45-9:30 am
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Breakout: Microsoft, showcasing CoPilot
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Capitol 3
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8:45-9:30 am
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Breakout
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Capitol 4
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9:30-10:00 am
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Networking Break + Exhibitor Raffle
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Pre-Function Capitol 1&2
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10:00-11:00 am
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Main Stage 5: Economic Update
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Capitol 1&2
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11:00-11:15 am
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Movement Break
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11:15 am-12:15 pm
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Main Stage 6: Raising the Bar: Redefine What's Possible in Life, Leadership and Legacy
Keri Murphy
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Capitol 1&2
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12:15-12:30 pm
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Closing Remarks
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Capitol 1&2
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Please note that the agenda is subject to change.
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