Agenda

7:30 am: Making connections: Tina Corner Stolz, Founder of LXCouncil

8:15: Better Practices for Engaging Women in the Value Accelerator Journey

Moderated Panel Discussion: Hear better practices in how to work with women, from business owners to spouses during the multiple stages of the Value Acceleration Methodology.  These panelists all have direct experience working with women in each stage.  

Stage 1:  Sourcing and supporting women clients: Julia Richardson, SVP and General Counsel– Retirement Business, Benefits and Compensation at Raymond James

Stage 2: Interview and Discover Gate: Carrie Kerpen, Founder of The Whisper Group

Stage 3: The Decide Gate: Jaclyn Ring, Vice President at REAG

Stage 4: The Prepare Gate and Transition Stage: Susan Latremoille, Co-Founder of Next Chapter Advisors

9:30 Networking Break

9:45: Roundtable Expert Sessions 

You will have the opportunity to rotate through 3 tables of your choice, each moderated by one of the expert panelists. Participate in a guided discussion on one of the topics from the panel and dive deeper into the concepts, solve challenges, and gain ideas increasing your ability to work with women in that stage.

11:00:  Wrap Up: Key learnings and takeaways 

11:30:  Adjourn