registration is open!€¦ · why should i attend? 400 attendees 45 exhibitors 16 breakout sessions...

2020 NATIONAL CONFERENCE OCTOBER 21-23, 2020

JW Marriott Hotel | Indianapolis, Indiana

REGISTRATION IS OPEN!

WIFSNational.org/conference

2 | 2020 WIFS National Conference

WHY SHOULD I ATTEND?

400ATTENDEES

45EXHIBITORS

16BREAKOUT

SESSIONS

7GENERAL SESSIONS

8.5NETWORKING

HOURS

2020

More than 80 years strong! WIFS is an association of financial services professionals working together to attract, develop and advance women. We champion career opportunities, provide professional development and represent women’s interests to the profession. Membership is composed of industry leaders, client facing and allied professionals who benefit from National and local chapter services. Through leadership in attraction and retention and a unique focus on mentoring and networking, WIFS is the largest women’s association empowering women financial professionals to succeed.

THE GLOBAL CHANGE LEADER INSPIRING WOMEN TO ACHIEVE THEIR DREAMS

EXECUTIVE CIRCLE

EXECUTIVE CIRCLE

BY AFFILIATION

Sources: WIFS November 2019 membership report, 2017 and 2018 conference survey results.

43% Insurance39% Financial Planning

6% Investments10% Other

2% Accounting/Banking

meet the attendees

WHO SHOULD ATTEND?Industry professionals who are serious about advancing their careers. Our attendees always walk away with smart strategies, actionable tactics, eye-opening inspiration, and connections with the women and men who are shaping the future of the profession.

SAVE MONEY! REGISTER EARLY!

Member Non-Member Partner Affiliated Members

Partner Affiliated Non-Members Day Rate

Through July 31 $595 $795 $495 $795 $465

August 1 – 31 $645 $845 $545 $845 $465

September 1 – 30 $680 $880 $580 $880 $465

October 1 – 16 $730 $930 $630 $930 $465

Registration is open! Register today at WIFSNational.org/conference.

“What brought me here was the camaraderie and the networking opportunities with other women in the industry. To share ideas that maybe I haven’t been thinking of or just to get to know people and to get my name out there.”

“The people here are all about support, helping, engaging. The education here is second to none. They bring in the best speakers and you get so many ideas that you can implement in your business.”

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NEW! Pink Out Party! October is Breast Cancer Awareness Month. Wear your finest pink outfit to the pre-Conference networking session to celebrate our breast cancer survivors and remember those we have lost.

Celebrate Success Join us as we applaud the 2020 Circle of Excellence qualifiers, Woman of the Year, Chapter of the Year, incoming 2021 National Board and newly accredited Chapters during Thursday’s Awards & Accolades Luncheon.

Fast ’N Furious Everyone’s favorite competition is back and better than ever with an added incentive! Participants will have 60 seconds to wow the audience with their best business idea or strategy – and each attendee who shares their best business tip will be entered into a drawing for a chance to win a $100 Amazon gift card! Attendees will vote live for the winner, who will receive $500, while all attendees will leave with a variety of ideas to implement.

Day-Rate Packages Can’t commit to attending all three days? No worries, we’ve got you covered with our day-rate option. Attendees now have the flexibility to attend one day, two days or all three days of National Conference!

Conference HighlightsAPP-TASTIC!

Everything you need to know about Conference will be at your fingertips. Download the Conference App, sponsored by Prudential, to access the complete schedule, the exhibitor directory, maps, speaker bios and local attractions. With just a click or two, you can:

• Create a personalized schedule

• Start networking via the attendee list

• Access session handouts

• Participate in surveys and live polls

• See who’s registered

• Play the Scavenger Hunt and climb the leaderboard

The App will be live and available for download on September 27. Watch your inbox for more information. Attend the “There’s an App for That” pre-conference session on Monday to learn how to customize the App.

STAY UP TO DATEVisit our Conference website at WIFSnational.org/conference for up-to-the-minute info on speakers, event highlights, programming and more. Check back often for the latest Conference news.

#WIFSCONF20Follow us on Twitter for the latest Conference and expo buzz!

WIFSNATIONALLike us on Facebook for industry news, event photos and what’s new in the WIFS world.

WIFS NATIONALConnect with us on LinkedIn to network with industry professionals.

WIFSNATIONALFollow us on Instagram for the latest Conference photos!



DANELLE DELGADO Entrepreneur, Author and Trainer | DanelleDelgado.comA serial entrepreneur known as the “millionaire maker,” Danelle was a struggling single mother working three jobs when she realized she needed to make a change. She

began to align with some of the world’s most renowned business experts and gained them as her personal mentors. After years of high-level learning with them, she built some of the fastest-growing online business training companies to date. Danelle is one of the most sought-after female speakers on marketing, sales, online business strategy, communication and personal development; the author of the best-selling book “I Choose Joy”; and the creator of the Elite Life Academy online training program and the Elite Retreat series.

CARLA FISHER, MD, MBA Physician Leader/Director of Breast Surgery | Indiana University Health Dr. Carla Fisher is a collaborative physician leader with a strong background in education, mentorship and evidence-based medicine, and a sought-after

speaker on topics related to women’s health. She is passionate about efficiency and the best patient-care experience. Within her department, she is consistently ranked as top educator, known for her skills in organization, connecting with learners, and direct and open communication. Carla earned her medical degree from the University of Pennsylvania and completed a general surgical residency at the Medical University of South Carolina and a fellowship in breast surgery at Washington University School of Medicine in St. Louis. She also holds an MBA from the Kelley School of Business at ICPUI.

MAJA JOVANOVIC, PH.D.CEO | The Professor Maja CompanyProfessor Maja is a sociologist, author and confidence researcher. Her TEDx Talk “How Apologies Kill Our Confidence” was featured by TED IDEAS in their 2019 article

“Do You Say ‘Sorry’ Too Much?” To deal with the lack of confidence and incessant apologies she witnessed daily, Professor Maja authored two books, “Hey Ladies, Stop Apologizing … and Other Career Mistakes Women Make” and a companion workbook. Her leadership organization trains women to improve their confidence, communication and mindset. Maja also speaks to women of all ages on topics such as confidence, perfectionism, people-pleasing, imposter syndrome, time management and body positivity. Professor Maja holds a Ph.D, in sociology from McMaster University, where she also teaches.

JON MCGRAW Partner | Vision PursueJon is a retired NFL safety who played with the New York Jets, Detroit Lions and Kansas City Chiefs. In 2012 he received the Ed Block Courage Award, presented annually to a player who in the eyes of his teammates is a source of inspiration

and courage. He is now a principal partner at Vision Pursue, a Performance Mindset training and technology company, which teaches corporate teams critical mental skills taught in professional sports to enhance focus, resilience, life experience and performance. Jon attended Kansas State University and completed NFL-sponsored business management and entrepreneurship programs at Harvard and Wharton Business Schools. He is also president of the Jon McGraw Foundation, which supports various charitable causes.

MAIN PLATFORM SPEAKERS


CONFERENCE PROGRAMContent may change.

Not sure which session is right for you? Use this identifier key.

MAIN PLATFORM SPEAKERS

LEADERSHIPDEVELOPMENT

PROFESSIONAL DEVELOPMENT

PRACTICE MANAGEMENT

PERSONAL GROWTH

WHAT’S TRENDING

REPEATING SESSIONS

ABBY STRAUS, M.DIV.President | Maverick & BoutiqueAbby is passionate about helping people identify and create the future they want to live. She partners with leaders and teams across sectors and around the globe as a facilitator, workshop leader and coach. A wide range of organizations have benefited

from collaborating with Abby, including libraries and library systems, nonprofits, educational institutions, communities and their economic development organizations, and the private and public sectors, including defense. Her firm, Maverick & Boutique, specializes in the practical application of tools that help people and organizations thrive in today’s world.

CANDICE TSEUS Head of Market Strategy | Goldman Sachs Asset ManagementCandice is the US head of Market Strategy within the Strategic Advisory Solutions team in Goldman Sachs Asset Management (GSAM). She focuses on global capital market research, macroeconomic strategy and client

engagement. Candice developed GSAM’s EMPOWER the Investor framework, which guides female, millennial and LGBT investors toward greater financial success. She is a founding board member of the Rutgers Business School’s Center for Women in Business and an associate board member for Junior Achievement of New York. In 2019, she was named Junior Achievement’s Renaissance Woman of the Year.

WIFS NATIONAL BOARD Join our National Board members for an entertaining, insightful presentation on how to take attracting women to the industry to the next level.

PRE-CONFERENCE SESSIONS

MAIN STAGE SESSIONS


TUESDAY, OCTOBER 20PRE-CONFERENCE EVENTS All attendees are welcome.

3:30PM – 4:00PM ANNUAL MEETINGAttend the 2020 annual business meeting to exercise your member vote on association updates and witness the installation of incoming Officers and Directors.

5:00PM – 7:00PMPINK OUT!We’re painting our pre-Conference reception pink this year in observance of Breast Cancer Awareness Month. Come dressed in pink to celebrate those who have survived the disease and remember those we have lost. We’ll have pink ribbons for all attendees and fuchsia ribbons for survivors!

WEDNESDAY, OCTOBER 21PRE-CONFERENCE SESSIONSStart achieving before Conference officially starts. These sessions are open to all attendees.

11:00AM – 11:30AM THERE’S AN APP FOR THAT!The App is the Conference information hub. Session attendees will be guided through the download process and the App’s numerous features. Don’t miss the opportunity to learn how the App can enhance your Conference experience.

11:30AM - 12:30PM WELCOME LUNCH AND EXHIBIT HALL OPENINGEnjoy a nosh with other attendees as you check out the Exhibit Hall.

12:30PM – 1:00PM WELCOMEJoin us for the official kickoff of 2020 National Conference! The newly elected 2021 National President will share her vision for the year ahead and advancing us toward being the global change leader inspiring women to achieve their dreams.

1:00PM – 2:00PM UNTAMED: HOW TO START WHERE YOU ARE AND ACCELERATE YOUR IMPACT, INCOME AND INFLUENCEDanelle Delgado | Entrepreneur, Author and Trainer | DanelleDelgado.comThis world is in need of valuable people, with valuable information to step up and Danelle will help you step into it. Her presence will empower you to rise to your potential and have the tools to achieve it. Danelle brings a rare mixture of inspiration, legendary moves and drawing extreme commitment from you to live your purpose. Learn her zero to hero strategy, how to get good and get paid, overcome adversity and deliver a message online and off that will accelerate your income potential and your impact.

2:00PM – 3:00PMGSAM PERSPECTIVES: MACRO, MARKETS AND WOMENOMICSCandice Tse | US Head of Market Strategy | Goldman Sachs Asset ManagementAgainst a backdrop of unprecedented times, this session will discuss GSAM’s latest outlook on macro conditions, our assessment of fundamentals across asset classes, and our interpretation of political events, culminating in actionable investment ideas and strategies for portfolio implementation. The session will also explore womenomics – the immense value of women in the global economy – and the unique financial challenges faced by women, but also the tremendous scope of opportunity.

3:00PM – 4:00PMPERFORMANCE MINDSETJon McGraw | Partner | Vision PursueLeadership in the financial and insurance industries is changing whether it’s ready or not. The question is, “Are you ready?” As leaders, our mental and emotional well-being impacts the entire organization. When challenge strikes, we need to be the ones to rally the team, but too often our triggers take over and we compromise influence, decision-making and performance. In this session, you’ll learn three proven mental skills used by high- performing leaders who want to take back their power and triumph over their triggers.


4:00PM – 5:30PMEXHIBIT HALL OPENING RECEPTIONExplore the Exhibit Hall. Mix, mingle and make connections. With more than 45 companies you need to meet, the exhibit floor is an integral part of your learning and professional development.

THURSDAY, OCTOBER 228:00AM – 9:00AMBREAKFAST

9:00AM – 10:00AMA SEARCH FOR THE CURE Carla Fisher, MD, MBA, Physician Leader/Director of Breast Surgery | Indiana University Health Discussion on the unique role of academic medical centers in the health care landscape. These university-based programs are home to both laboratory researchers and physician scientists, who work together to unravel the mysteries of cancer and develop new treatments for patients. Dr. Fisher will describe current breast cancer research initiatives of the Vera Bradley Foundation Center for Breast Cancer Research at the IU School of Medicine and clinical trials underway now and on the horizon.

10:00AM – 11:00AMEDUCATIONAL BREAKOUTS

Impact Investing, Implicit Bias and Innovation: Insights for

21st-Century FinanceJenna Nicholas | CEO Impact ExperienceJenna Nicholas in her presentation will share key reflections on impact investing, implicit bias and innovation. Forbes 30 Under 30, Stanford MBA and Social Innovation Fellow will explore the frontiers of finance with a deep dive on impact investing and implicit bias.

Financial Conversations During Difficult TimesSylvia Guinan, MBA, CDFA | Financial

Advisor/First Vice President – Investment Officer | Wells Fargo AdvisorsSylvia Guinan’s primary focus is working with individuals and their finances while they are going through divorce, career transitions and the loss of a spouse. She will share how she works with clients to navigate the divorce process with clarity, confidence and control. She will go through

her process for connecting with her clients, key financial information to compile, how to build their divorce team, setting the tone to transition with love and grace and encouraging clients to partake in self-care.

Presenting Your Best Self – Executive PresenceE. Elizabeth Carter | CEO | Beth Carter

EnterprisesExecutive presence can mean different things to different people; however, it really comes down to being self-aware and having a consistent personal brand. This can be extremely challenging because the workplace is ever changing, which includes the way we dress and even how we communicate. Although we may “dress the part,” there may be perception issues if our messaging conflicts with our overall look. In this presentation, we will discuss the various facets of executive presence and how we align with what is expected in the workplace while also maintaining our individuality. In addition, we will explore certain terminology that can sabotage that image and instead develop ways to show that we are a true professional.

What 80s Pop Culture Can Teach Us About New Advisor RetentionChris Clews | Author, What ‘80s Pop Culture

Teaches Us About Today’s WorkplaceyYes, believe it or not, 80s pop culture and particularly the great movies that defined the decade can teach us a lot about how to retain new advisors via leadership and workplace culturestrategies. For example:• Find out what Price Akeem from Coming To America can teach us about earned vsunearned leadership. • Learn what The Goonies teaches us about inclusion. • Hear what Ferris Bueller teaches us about workplace culture.• Learn what Mr. Miyagi from The Karate Kid taught us about workplace wellness. • And more lessons from 80s pop culture that can provide a roadmap to building a great pipelineand retaining advisors.

11:00AM – 11:30AMEXHIBIT HALL BREAK Mix, mingle and recharge with our exhibitors!

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11:30AM – 12:30PM EDUCATIONAL BREAKOUTS

The Five Financial Pitfalls of DivorceCarol Lee Roberts, CFP, CDFA | President |

Institute for Divorce Financial AnalystsLearn how you can assist your clients in avoiding unnecessary financial consequences while divorcing. Get an overview of the divorce rates in the US and contributing factors. Explore the areas of property, the marital home, retirement, insurance and post-divorce follow-up, and learn how you can provide support to your clients.

The Vision of You™: Harnessing the Power of Vision to Drive Success in Your Life and BusinessSara Armstrong, CPC, ELI-MP | CEO | Idea of You CoachingVision is power! And you are a powerful being.

You were made to live the life of your dreams and own your ideas. You must be courageous enough to step up and own your vision. In this powerful session we will build your confidence to own the dreams and ideas in your heart. You will understand why you were given an idea. You will understand how to create your vision and manifest it into reality. In order to have ultimate success in your life and business you must know where you want to go. And knowing where you want to go starts with vision. Learn exactly what a vision is and how to create it, realize the difference between vision and visualization, and confidently understand how to use your vision to drive your success.

The Financial and Economic Burdens of the Opioid Epidemic

Cheryl Canzanella, LUTCF | Brokerage Director – Coastal Wealth | MassMutualThis presentation will help advisors identify if their clients are impacted by the opioid epidemic, how to have the conversation, provide resources and guide their clients financially through this battle. After losing her husband to accidental overdose, Cheryl Canzanella, LUTCF shares her husband’s journey through active addiction, road to recovery and his final battle lost to overdose. By exposing the horrific realities of the opioid epidemic, her mission is to educate the financial services industry on how this disease is not only ripping families apart emotionally but also financially by diminishing careers and draining financial assets.

Ignite Your ExtraordinaryRita Ernst | CEO | Ignite Your ExtraordinaryWe all get stuck inside our own heads and

struggle to navigate the challenges in our path. Get ready to focus your efforts and make decisions with confidence. Learn Rita’s essential secrets to shifting your performance from ordinary to extraordinary and moving forward with confidence.

12:30PM – 2:00PM ACCOLADES & AWARDS LUNCHEONJoin us to welcome the 2021 National Board and applaud the prestigious 2020 Circle of Excellence qualifiers, Chapter of the Year, Woman of the Year and our passionate volunteers. The collective success of this group is impressive and speaks volumes about the advancement of women and what’s possible in the financial services profession.

2:00PM – 2:45PMFAST ‘N FURIOUSEveryone’s favorite session is back! Attendees will share their best idea or piece of business advice in 60 seconds or less. Attendees will vote for the $500 winner live during Friday’s closing session. Everyone walks away with strategic ideas that can be implemented immediately.

3:00PM – 4:00PM EDUCATIONAL BREAKOUTS

Long Term CareMore to come.

Put the “Wow” in Your Workplace Wardrobe!Beth Divine, MA., AICI CIC | CEO |

Beth Divine Style In this presentation, learn what clothing pieces you need to create a versatile work wardrobe for a variety of settings, from at-home teleconferences to everyday office and C-Suite meetings. Hands-on activities will illustrate how to build a wardrobe that flatters you -- your coloring and shape -- and creates the most professional appearance.


Getting Unstuck: The Entrepreneurial Strategies for Breakthrough Success in Your

Business and Life!Todd Palmer | Founder, President & CEO | Extraordinary AdvisorsAt some point, all entrepreneurs deal with self-doubt, fear, a desire to do (or be) more. Perhaps you’ve lost sight of why you started your company in the first place. Maybe you’re doing well but want to take it to the next level. Or perhaps you’re in 100 percent crisis mode! Todd delivers the strategies that have helped himself and his clients make it to the other side and into the direction of where they intend their entrepreneurial journey will go, including a four-step process to implement a fail forward decision-making strategy, identifying and overcoming impostor syndrome, and placing your focus on intention rather than expectation.

Lead Like an AllyJulie Kratz | Speaker | Next Pivot PointAfter experiencing her own career “pivot

point,” Julie developed a process for women leaders to build winning game plans. She lends her expertise around gender equality and leadership as a keynote speaker, workshop facilitator and executive coach.

4:00PM – 5:00PMSTRIKE THE MATCHWIFS 2020 National Board MembersOur mission is to Attract, Develop and Advance women in the financial services industry, and it’s time to take a closer look at the “Attract” part of the equation. Not much has changed in the past 30 years — women still make up roughly 12-13 percent of financial advisors. The WIFS National Board has some ideas for changing that by changing the culture of the industry to make it more female-friendly. Hear their ideas in a presentation that will make you smile … and make you think.

5:00PM – 6:30PM EXHIBIT HALL CLOSING RECEPTIONLast call! Join your fellow attendees for refreshments and a final visit with exhibitors.

FRIDAY, OCTOBER 237:30AM – 8:30AMBREAKFAST WITH THE WIFS NATIONAL BOARDStart your engines for the final day of Conference! Fuel up with a delicious breakfast, meet the WIFS 2020-2021 National Board members, and exchange ideas with them and one another.

7:30AM – 8:30AM JUST FOR CIRCLE OF EXCELLENCE QUALIFIERS BREAKFAST: LIFE BY DESIGNTodd Palmer | Founder, President & CEO | Extraordinary AdvisorsYou’re a high achiever, you have hit several of your business goals … now what? Beyond business success, there is life success. Not the myth of work/life balance, instead the concept of work/life integration, leading to creating a Life by Design. This companion presentation to the speech “Getting Unstuck: The Entrepreneurial Strategies for Breakthrough Success in Your Business and Life!” helps high achievers grow beyond business success, helping them create a Life by Design. In this presentation we will dive into discovering your WHY; inside/out leadership; and dealing with your internal Itty Bitty S***ty Committee. Happiness is fleeting … satisfaction is forever! If you want to capitalize on your business success and create an intentional life, you will walk away from this presentation feeling enlightened, with valuable strategies to help you create a Life by Design!

8:30AM – 9:30AMSCREW THE APOLOGIES: HOW TO LEAD WITH CONFIDENCEMaja Jovanovic, Ph.D. | CEO | The Professor Maja CompanyDo you find yourself apologizing for no good reason? Are you a perfectionist or people-pleaser? Suffering from the nice-girl syndrome? Tired of saying “yes” to everyone else’s demands of your time? Do you feel like your confidence is perceived as cockiness? Are you wondering how men can be part of the solution, too? If this sounds like you, then this talk will motivate you to get out of your comfort zone! We’ll discuss why women over apologize and how we can switch out “apology-lingo” for leadership-lingo; explore the double

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standard for women and how their confidence is perceived; discuss tips (actionable science-backed strategies) on how we can GROW our confidence; and more.

9:30AM – 10:30AM EDUCATIONAL BREAKOUTS

How to Be a Badass in BusinessLinda Ruffenach | Founder & Chief Strategist | Execuity LLC

Being a badass is not about a title, recognition or financial success. It is about having the knowledge and experience to know what you want, how you want it, and the confidence to go for it. Become an expert on your journey and gain a new sense of empowerment as you look at the moments in your life where you have exhibited strength and confidence. See how far along you really are in your journey, making it easier to give yourself permission to embrace your inner badass. Use this power and knowledge to take control of your life, career and business, creating a vision for the future and developing a road map to success!

The Vision of You™: Harnessing the Power of Vision to Drive Success in Your Life and BusinessSara Armstrong, CPC, ELI-MP | CEO | Idea of You Coaching

Vision is power! And you are a powerful being. You were made to live the life of your dreams and own your ideas. You must be courageous enough to step up and own your vision. In this powerful session we will build your confidence to own the dreams and ideas in your heart. You will understand why you were given an idea. You will understand how to create your vision and manifest it into reality. In order to have ultimate success in your life and business you must know where you want to go. And knowing where you want to go starts with vision. Learn exactly what a vision is and how to create it, realize the difference between vision and visualization, and confidently understand how to use your vision to drive your success.

Little-Known Secrets of Paying for College: Advisor EditionBrock Jolly | Partner | Veritas Financial

This presentation focuses on strategies for saving and paying for college. Brock will also discuss using college funding as a door-opener to do comprehensive financial planning.

Diversity University: A Panel Discussion Join the Diversity and Inclusion Officers from

WIFS’ Partners for Excellence companies as they discuss their commitment to diversity, share best practices for creating diversity and inclusion in the workplace and more.

10:30AM – 11:00AM BREAKPit stop! Relax and recharge before that final lap around the main stage.

11:00AM – 12:00PMOWN THE DAYAbby Straus, M.Div. | President | Maverick & Boutique Another report, demanding clients, meetings with your team. Soccer practice, homework, date night. All this and social media too! Busy-ness is a challenge for everyone everywhere. Managing competition for our time and attention can cause stress, poor performance and burnout. Women are particularly susceptible as they juggle work, family and community, with high expectations — mostly our own — added to the mix. While we can’t stop the clock or turn off the boss, we can adopt practices that increase focus, improve productivity and help us develop the boundaries we need to care for ourselves and get the job done. Sound impossible? It’s not! This lively interactive presentation provides practical tools and resources for women (and men) ready to own the day and rock their world.

12:00PM – 12:15PMTHAT’S A WRAP!Join us for a look back over an amazing three days of learning, networking and fun. Everyone will vote live for the $500 Fast ‘N Furious winner. We’ll also reveal the 2021 Conference location. Don’t miss this sneak peek.


EXHIBITOR OPPORTUNITIES

EXHIBIT HALL SCHEDULE

WEDNESDAY, October 21

7AM – 10AM Exhibitor Setup

11:30AM – 12:30PM Opening Lunch in Exhibit Hall

4:00PM – 5:30PM Opening Reception

thursday, October 22

8:00AM – 9:00AM Breakfast in Exhibit Hall

11:00AM – 11:30AM Break With Exhibitors

5:00PM – 6:30PM Exhibit Hall Closing Reception

7PM – 10PM Exhibitor Breakdown

EXHIBIT BOOTH PACKAGE | $1,745• FREE event access for one company representative

• Opportunity to provide an item for inclusion in onsite attendee bags

• 5 ½ hours dedicated time with attendees

• 8’ x 10’ booth with a 6-foot table, back wall and side rail, two chairs, wastebasket and sign

• Listing on the Conference website and Conference App

• Opportunity to promote involvement pre- and post-event via use of attendee contact lists

• SAVINGS! Register up to 3 additional booth representatives at a discounted rate of $500. That’s huge savings per registrant!

45 booths are available and will sell-out quickly. They are available on a first-come, first-paid basis.

THANK YOU TO OUR CURRENT EXHIBITORS:List is reflective of confirmed exhibitors as of April 1.

A.D. Banker

AFG Brokerage LLC

Certification for Long-Term Care

College for Financial Planning, a Kaplan Company

National Life Group

Ohio National Financial Services

Primary Residential Mortgage, Inc.

Prudential

Sigma Financial Corporation

SPS Family

Treasures From the Earth

Booths will sell out! Secure yours today.


SPONSORSHIP DELIVERS

Platinum Sponsor | SOLD! Thank You, Principal Financial Group!

Accolades & Awards Luncheon Sponsor | $15,000

Opening Lunch Sponsor | $10,000

Reception Sponsor | $8,500

App Sponsor | $7,500

Massage Lounge Sponsor | $6,500

Keynote Sponsors | $5,500 per session 5 opportunities available

Coffee Sponsor | $5,000

Fast ’N Furious Sponsor | $5,000

Room Keys Sponsor | $5,000

Pink Out! Reception Sponsor | $5,000

Conference Journal Sponsor | $4,000

Photo Booth Sponsor | $3,500

Student Page Sponsor | $3,000

President’s Circle Sponsor | $2,500

Pen Sponsor | $2,000

Break Sponsor | $2,500 for 1; $6,500 for all 3

Visit WIFSnational.org/conference for more information and to lock in your sponsorship today!

INCREASE YOUR IMPACT Optimize your Conference presence with a sponsorship!As a sponsor, your company will be front and center among association members and attendees before, during and after Conference. Benefit from:

• Social media posts

• Attendee e-blast mentions

• Recognition on the Conference website and App


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Its nickname is Naptown, but Indianapolis is known for speed. The home of the annual Indy 500 isn’t just for race fans, though. Indiana’s largest city boasts museums, histori-cal sites, a thriving cultural scene and some really decadent pie. Rev your engines for a rollicking good time. The city is perhaps best known as the home of the Indianapolis 500, an annual car race that’s billed as the world’s largest sin-gle-day sporting event. Many prestigious racing events are held in the city each year, attracting thousands of race fans to the Indianapolis Motor Speedway. The American Legion is headquartered in Indianapolis, and the city is home to several major universities, including Butler University and Indiana University–Purdue University Indianapolis, created when the two universities merged in 1969.

GETTING THERE & AROUNDTraveling to and around Indy is easy, convenient, and affordable, whatever mode you choose. The airport has racked up tons of accolades for its smart design and top-notch service and has added 45 new flights and 23 destinations in the last few years to achieve record airlift, greater access from the West Coast, and a transatlantic flight between Indy and Paris. The airport is conveniently located only 14 miles from downtown. Once on the ground, visitors find Indianapolis to be extremely walkable and easily navigated.

CONFERENCE VENUEJW Marriott 10 S West St. | Indianapolis, IN 46204Located just 14 miles from Indianapolis International Airport, Indianapolis’ JW Marriott boasts posh accommodations and intuitive amenities for an unrivaled stay in the heart of the city. Conference-goers, destination shoppers and sports fans alike will admire our hotel’s privileged location boasting skywalk access to Indiana Convention Center, Circle Center Mall and Lucas Oil Stadium. Take advantage of the WIFS hotel group rate of $219/night, or an upgraded room on a higher floor with a premium view for $239/night. Visit WIFSNational.org/conference to reserve your hotel room.

INDIANAPOLIS MOTOR SPEEDWAY & HALL OF FAME MUSEUMThe iconic 2.5-mile oval is host to the world’s largest single-day sporting event, the Indy 500, and captures the rich 100-year old history of the “Racing Capital of the World.”

INDIANAPOLIS ZOO & WHITE RIVER GARDENSPet sharks in the nation’s largest shark touch tank, suit up for an in-water dolphin experience, or interact with birds at the “Flights of Fancy” exhibit. This TripAdvisor Top 10 Zoo is triple-accredited as a zoo, aquarium and botanical garden.

CENTRAL CANALExplore White River State Park’s Central Canal in a Venetian-style gondola, surrey, cruiser bike, Segway, pedalboat, or on foot. Take in an impressive collection of public art, war memorials and vast urban green space as you pass numerous museums and cafes.

VICTORY FIELDTake your family and friends out to the ballpark for some fun at Victory Field, named Best Minor League Ballpark in America by Sports Illustrated. Enjoy excellent views of downtown from the stands or a picnic on the outfield lawn.

INDIANAPOLIS MUSEUM OF ARTThis world-renowned museum features a collection of 54,000 works spanning 5,000 years and sits on 152 acres of beautiful gardens and grounds, including a 100-acre sculpture park and the historic Lilly House and Gardens.

Content courtesy of Visit Indy.

5 THINGS TO DO

MEET INDIANAPOLIS

ATTENDEE INFORMATION

NAME

DESIGNATIONS

NAME AS IT SHOULD APPEAR ON NAME BADGE

COMPANY

BUSINESS ADDRESS

CITY STATE ZIP

PHONE #

EMAIL

EMERGENCY CONTACT NAME

EMERGENCY CONTACT PHONE #

What year did you join the industry? _________

Registration includes all events and meals in the program.

2020 Registration Through July 31

Aug 1 - 30

Sept 1 - 30

Oct 1 - 16

Member $595 $645 $680 $730Non-Member $795 $845 $880 $930 Partner Affiliated Member $495 $545 $580 $630 Partner Affiliated Non-Member $695 $745 $780 $830 Day Rate $465 $465 $465 $465Block of 5* $3,400 $3,400 $3,400 $3,400

*When registering for the block of 5, please provide primary contact information only. A form will be provided to gather the block of 5 attendee information.

PAYMENT INFORMATIONq Check enclosed (payable to WIFS)q Charge $________ to my q MasterCard q Visa q AmEx q Discover

NAME AS IT APPEARS ON CARD

BILLING ADDRESS

CREDIT CARD #

EXPIRATION DATE SECURITY CODE

SIGNATURE

TRAVEL & ACCOMMODATIONSTravel and hotel costs are not included in registration. Make hotel reservations online at WIFSNational.org/conference or call the JW Marriott Hotel directly at 317.860.5800 and mention WIFS to receive the discounted rate of $219/night. Note: WIFS does not contract with any third parties to provide hotel reservation services. RETURN THIS FORM WITH PAYMENT TO:WIFS NATIONAL CONFERENCE136 Everett Rd | Albany, NY 12205Email: [email protected] Fax: 518.935.9232 | Phone: 866.264.9437Cancellation Policy: Cancellation requests communicated in writing on or before September 13 are eligible for refund less a $100 processing fee. Individuals canceling conference registration between September 14 and 30 will receive a refund of $100. We regret, due to contract stipulations with the conference venue, the inability to issue any amount of refund on or after October 1. Forfeited registration fees are not eligible for credit card chargeback and not eligible for credit card chargeback and cannot be applied to future events or transferred.

q Accounting/Bankingq Financial Planning q Investmentsq Insurance

q Legalq Mortgageq Other:_________________

Primary Industry Affiliation:

q Affiliateq Attorneyq Business Ownerq CPAq Home Office

q Executiveq Managerq Producerq Other:_________________

Industry Role:

q Lincoln Financialq Principal

q National Life Groupq Prudential

q Penn Mutualq Not Affiliated

2020 Partners for Excellence Affiliation:

q Gluten Free q Vegan q VegetarianPlease note any dietary preferences:

q First WIFS Conferenceq 2020 Chapter Board Memberq 2020 Chapter Presidentq 2020 Mentor

q 2019 Menteeq Managerq Captive Agentq 2020 Circle of Excellence Qualifier

Please check all that apply:

2020 WIFS NATIONAL CONFERENCE REGISTRATION OCTOBER 21-23, 2020 JW Marriott Hotel | Indianapolis, Indiana

WIFS NATIONAL OFFICE 136 Everett Road | Albany, New York 12205866.264.WIFS (9437) | 518.935.9232 (fax)WIFSnational.org | [email protected]

registration is open!€¦ · why should i attend? 400 attendees 45 exhibitors 16 breakout sessions...

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