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
"Very good explanation of how millennials think and respond in the work environment. Fran was dynamic and provided ideas of how we need to think and question ourselves when working with millennials."
Attendee at Keynote session on Attracting and Motivating Millennial employees,
Barron’s Top Advisor Diversity Summit
"On behalf of the CFA Institute, thank you very much for helping to make the Wealth Management conference a success. The audience thoroughly enjoyed your presentation and we look forward to working with you again."
Charles C. Henneman, CFA
Head, Educational Events and Programs
“Thank you for your participation as a speaker (Barron’s Top Teams Summit). I heard from many that you were a highlight of the conference, and we always appreciate the amazing job you do on our behalf.”
Alison Rooney, Content Development Manager, Barron’s