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Presentations and Workshops for Investment Professionals

We are available to make presentations on best practices or facilitate a workshop for your group, as we have for the organizations below:

Past Conferences and Events

  • Ameriprise WE (Women’s Empowerment) Network
  • Barron’s Top Advisors Diversity Summit
  • Barron’s Top Advisory Teams
  • Barron’s Top Financial Advisors Summit
  • Barron’s Top Independent Advisors Summit
  • Barron’s Top Independent Women Advisor Summit
  • Barron’s Top Women Advisors Summit
  • Bob Veres’ Insider’s Forum
  • CFA Institute Annual Conference
  • CFA Wealth Management Conference
  • Equilar Annual Executive Compensation Summit
  • Financial Analysts Seminar
  • FRA Annual Conference
  • Horsesmouth Advisor Radio
  • Morgan Stanley Complex Event
  • PAICR Canadian Conference
  • SEI Annual Conference
  • Source Media’s Financial Planning Women Advisors Forum (New York and Chicago)


  • CFA Society presentations:
    • Chicago
    • Toledo
    • San Francisco

Feedback from Clients

Attendee at Keynote session on Attracting and Motivating Millennial employees,
Barron’s Top Advisor Diversity Summit

Charles C. Henneman, CFA
Head, Educational Events and Programs

Alison Rooney, Content Development Manager, Barron’s