Fran Skinner presenting
Presentations and Workshops for Investment Professionals

We provide high-impact, interactive presentations and workshops on high performing team behaviors, leadership best practices, and various topics for women’s leadership events, 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 Financial Analyst Seminar
  • CFA Institute Annual Conference
  • CFA Wealth Management Conference
  • Equilar Annual Executive Compensation Summit
  • Horsesmouth Advisor Radio
  • Morgan Stanley Complex Event
  • Ohio State University Fisher School of Business Women’s Leadership Conference
  • PAICR Canadian Conference
  • SEI Annual Conference
  • Source Media’s Financial Planning Women Advisors Forum (New York and Chicago)


  • CFA Society presentations:
    • Cincinnati
    • Chicago
    • Idaho
    • Pittsburgh
    • San Francisco
    • Toledo
    • Virginia
  • University at Albany, WoMen Excelling in Business

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