WMF NOV 10 - 12 | WIN SUMMIT NOV 9 -10 | PHILADELPHIA MARRIOTT DOWNTOWN
This year’s theme reflects the power of coming together around shared priorities, learning from one another and exploring what’s possible next.
We're excited to offer 33 breakout sessions along with hands-on and one-on-one training opportunities. We are also offering a CFP Ethics CE session again.
Women's Impact Network (WIN)
The WIN Summit is scheduled prior to Wealth Management Forum on Monday and Tuesday, November 9 and 10. WIN is a supportive and empowering community of like-minded financial professional women at Lincoln, dedicated to connecting, learning, empowering and brainstorming with the core purpose of achieving success in both their personal and professional lives.
The Countdown Begins
- Days0
- Hours0
- Minutes0
- Seconds0
Keynote Speakers
FRANK ABAGNALE
Keynote Speaker
jeff bush
Keynote Speaker
jurrien timmer
Keynote Speaker
ann c. czarnik
WIN Keynote Speaker
Executive Team
kathy leckey
Chief Executive Officer
anthony bueti
EVP, Chief Operating Officer
Maureen Mattson
EVP, General Counsel & Chief Compliance Officer
Diane McCarthy
EVP, Chief Financial Officer
Dan Alexander
EVP, Chief Business
Development Officer
Jason Estes
EVP, Chief Information & Technology Officer
Steve Flax
EVP, Chief Human
Resources Officer
Agenda-at-a-Glance
Here's What's Happening at the Event!
- Women's Impact Network (WIN) Summit Registration Open11:30 AM - 1:00 PM
- WIN Summit12:00 PM - 5:15 PM
- WIN Social Hour and Dinner6:00 - 8:30 PM
- WIN Coffee, Conversation and Breakfast7:30 - 8:45 AM
- WIN Summit9:00 AM - 12:00 PM
- Wealth Management Forum Registration Open10:00 AM - 6:00 PM
- Lunch & Exhibits11:00 AM - 12:15 PM
- Welcome/ Leading the Next ChapterKathy Leckey, Chief Executive Officer12:00 - 12:40 PM
- Executive Panel12:40 - 1:40 PM
- Market UpdateJurrien Timmer, Director of Global Macro, Fidelity Investments1:40 - 2:30 PM
- Opportunity in Uncertainty: Navigating Regulation While Winning New Business2:45 - 3:30 PM
- The Humanity in the LoopJason Estes, EVP, Chief Information and Technology Officer3:30 - 4:15 PM
- Keynote SpeakerFrank Abagnale4:15 - 5:15 PM
- Closing Remarks5:15 - 5:30 PM
- Cocktail Reception and ExhibitsDinner on your own5:30 - 6:15 PM
- Breakout Sessions 18:30 - 9:20 AM
- Breakout Sessions 29:30 - 10:20 AM
- Breakout Sessions 310:35 - 11:25 AM
- Breakout Sessions 411:35 AM - 12:25 PM
- Lunch & Exhibits12:25 - 1:30 PM
- Washington in Focus: What Happened, What it Means, and What's NextJeff Bush, The Washington Update2:00 - 3:00 PM
- Digital Assets in Wealth Management3:15 - 4:00 PM
- Advisor Panel4:00 - 4:50 PM
- Closing Remarks4:50 - 5:00 PM
- Cocktail Reception, Dinner and Dancing5:00 - 9:30 PM
- Hands-On Learning Sessions8:45 AM - 12:00 PM
- CFP Ethics CE8:45 - 10:45 AM