WIFS National Conference

 
 

 

The WIFS THRIVE! National Conference is where ambition meets opportunity. Created by women leaders, this is your chance to gain the strategies, insights, and support to elevate your career in financial services and unlock your full potential. #WIFSThrive

Conference Fees

Register today to secure early bird rates! Early bird rates expire June 15, 2026. 
Members! Be sure to log into your member profile to receive member rates.
Member (Early Bird) $749 Member (Regular) $849
Non-Member (Early Bird) $1,039 Non-Member (Regular) $1,139
Students $539 Exhibitor Booth Rep Only $549*

*Please note that an exhibitor booth registration for your company is required.

Agenda At-A-Glance

Tuesday, September 15

5:00 - 6:30 pm of Directors Happy Hour/Appetizers

6:30 - 9:30 pm Evening Welcome Reception

 

Punchbowl Social
Wednesday, September 16

7:00 am - 5:00 pm Registration Open

8:00 - 9:30 am WIFS Annual Business Meeting 

9:30 - 10:15 am Exhibit Hall and Recharge Lounge Break

10:20 - 11:00 am Conference Welcome & Opening Ceremony

11:00 - 11:50 am Keynote: Unmasking Imposter Syndrome with Shari Dunn

11:50 - 12:15 pm Lunch Buffet

12:20 - 12:35 pm Association Announcements

12:35 - 1:20 pm For Leaders By Leaders Panel: Boldly Building Community: focus on mentorship (both sides), intentional community building, network development

1:50 - 2:35 pm Breakout 1 - How to Calm Anxious Clients with Barbara Kay                                                      Breakout 2 - The Invisible Leadership Load with Sophia Asghar                                                  Breakout 3 -The AI Edge with Sheri Fitts

2:45 - 3:30 pm Breakout 1- Using LinkedIn to grow your business with Bruno Nicoletti                                      Breakout 2 - Employer Benefits and Plans   with The Standard                                                  Breakout 3- Stress Free Thriving & Peak Mental Fitness with Barbara Kay                                Breakout 4- Setting your Prices/Negotiating your salary with Kate Dixon 

3:50 - 4:55 pm Networking with Table Topics and Table Leads  

5:15 - 6:10 pm Exhibitors & Sponsors reception and networking       

6:30 pm Evening Dine Arounds

 

Atrium Ballroom

 
Thursday, September 17

7:00 am - 5:00 pm Registration Open

7:00 - 8:15 am Breakfast & Networking

7:30 - 4:00 pm Tech Pavilion

8:35 - 9:20 am Economic Session

9:25 - 9:40 am NAIFA Legislative Update with Carina Hatfield

9:40 - 9:50 am Partner for Excellence Big Idea - Cambridge

10:05 - 10:50 am Breakout 1 - Mastermind Your Success: Peer-Powered Solutions for Financial Professionals with the DPC Coaching Team                                                                                            Breakout 2-  How to Win More Female Clients with Megan Easton                                            Breakout 3 - NKOTB and Burnout with Lenora Johnson 

11:15 - 11:25 am Partner for Excellence Big Idea

11:25 am - 12:25 pm Awards Luncheon

12:25 - 1:10 pm Fast N' Furious

2:00 - 2:45 pm Breakout 5 - FINSECA                                                                                                                  Breakout 6 with Kirsten Menengello                                                                                              Breakout 7 - Driving Firm Efficiencies (AI) with Tricia Brady                                                        Breakout 8 - Your Brand is your Business Case with Sheri Fitts

2:45 - 3:20 pm Exhibitor Raffles

3:20 - 4:15 pm Applied Curiosity: The Secret Weapon for Teams to Outthink the Future with Carla Johnson

4:15 - 4:50 pm Closing Remarks

6:15 - 6:45 pm Partner for Excellence Reception

7:00 - 10:00 pm Thrive! Reception - Iconic Divas

  
Friday, September 18

8:45 am - 9:30 am Chapters Virtual Session with Libby Griewe

9:30 - 11:15 am Chapter Topics

11:15 - 11:45 am Closing Remarks

  

 

Thank You 2026 Conference Sponsors


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