

Thank you to Mutual of Omaha for being the WIFS 2025 National Conference Title Sponsor.
Monday, October 20
7:30 am-6:00 pm
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Registration Open
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Pre-Function Capitol 1&2
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8:00 am-10:00 am
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Chapter Leaders Meeting Brunch
*This is an invite-only event
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Dodge, Douglas, Capitol 3 or Capitol 4
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12:15 pm-1:00pm
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WIFS Membership Lunch & Annual Business Meeting
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12:45-1:30 pm
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Conference Welcome + Opening Ceremony Sue Kuraja, WIFS President
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Capitol 1&2
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1:30-2:30 pm
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Keynote Main Stage: Personalization is Everything Elizabeth Hursserl
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Capitol 1&2
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2:30-2:40 pm
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Partner for Excellence Big Idea: Prudential

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Capitol 1&2
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2:40-3:00 pm
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Networking Break with Exhibitors
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Capitol 1&2
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3:00-4:00 pm
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Main Stage 2: By Leaders, For Leaders Panel
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Capitol 1&2
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4:00-4:10 pm
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Partner for Excellence Big Idea: Ibexis

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Capitol 1&2
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4:10-5:15 pm
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Main Stage 3: Networking Activity
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Capitol 1&2
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5:15-6:30 pm
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Welcome Reception with Exhibitors & Sponsors
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Pre-Function Capitol 1&2
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Dine Arounds
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Tuesday, October 21
6:30-7:00 am
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Yoga
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7:00 am-5:00 pm |
Registration Open
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Pre-Function Capitol 1&2
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Conference Photographer onsite
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7:30
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Breakfast & Networking with Exhibitors
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7:30-8:45am
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Tech Pavilion
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Pre-Function Capitol 1&2
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8:45-9:15am
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Main Stage 4: Riverside chat
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Capitol 1&2
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9:15-9:30 am
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NAIFA Legislative Update

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Capitol 1&2
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9:30-9:40 am
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Partner for Excellence Big Idea: PennMutual

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Capitol 1&2
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9:45-10:05 am
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Networking Break - Tech Pavilion
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Pre-Function Capitol 1&2
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10:05-10:50 am
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Breakout: Video/camera training
Keri Murphy
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Dodge
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10:05-10:50 am
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Breakout: Navigating Retirement Transitions for Clients: Beyond the Numbers Kirsten Meneghello |
Dodge
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10:05-10:50 am
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Breakout: Breaking Barriers in Finance: How Women are Redefining Success Growth
Cameo Roberson, Susan Danzig and Kari Ellis
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Capitol 3
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10:05-10:50 am
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Breakout: Purse Strings
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Capitol 4
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10:50-11:15 am
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Networking Break with Exhibitors
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11:15-11:25 am
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Partner for Excellence Big Idea: Cambridge

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Capitol 1&2
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11:25 am-12:25 pm
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Awards Luncheon
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Capitol 1&2
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12:25-1:10 pm
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Fast N' Furious
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Capitol 1&2
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1:10-2:00 pm
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Networking Break - Tech Pavilion
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Pre-Function Capitol 1&2
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2:00-2:45 pm
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Breakout: Telling Your Story and Building Your Team
Mary Trecek
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Dodge
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2:00-2:45 pm
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Breakout: 52 Million Reasons to Become More Referable Julie Pinkerton
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Douglas
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2:00-2:45 pm
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Breakout: She Sells
Elyse Archer
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Capitol 3
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2:20-3:05 pm
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Breakout
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Capitol 4
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3:00-3:15 pm
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Movement Break
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3:15-4:00 pm
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Breakout: American College
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Dodge
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3:15-4:00 pm
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Breakout
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Douglas
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3:15-4:00 pm
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Breakout
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Capitol 3
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3:15-4:00 pm
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Breakout
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Capitol 4
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5:45-6:45 pm
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Partner for Excellence Reception *This is an invite-only event
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6:30-9:30 pm
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Thrive! Reception
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The Gallery
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Wednesday, October 22
7:30-10:00 am
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Registration Open
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Pre-Function Capitol 1&2
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7:45-8:45 am
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Breakfast & Networking with Exhibitors
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Pre-Function Capitol 1&2
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8:45-9:30 am
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Breakout: Microsoft, showcasing CoPilot
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Capitol 3
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8:45-9:30 am
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Breakout
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Capitol 4
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9:30-10:00 am
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Networking Break + Exhibitor Raffle
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Pre-Function Capitol 1&2
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10:00-11:00 am
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Main Stage 5: Economic Update
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Capitol 1&2
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11:00-11:15 am
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Movement Break
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11:15 am-12:15 pm
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Main Stage 6: Raising the Bar: Redefine What's Possible in Life, Leadership and Legacy
Keri Murphy
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Capitol 1&2
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12:15-12:30 pm
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Closing Remarks
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Capitol 1&2
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Please note that the agenda is subject to change.
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