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WIFS National Conference
Wednesday, September 16, 2026, 8:00 AM to Friday, September 18, 2026, 5:00 PM PDT
Category: National Conference

The WIFS THRIVE! National Conference is where ambition meets opportunity. Created by women leaders, this is your chance to gain the strategies, insights, and support to elevate your career in financial services and unlock your full potential. #WIFSThrive
Conference Fees
Register today to secure early bird rates! Early bird rates expire June 15, 2026.
Members! Be sure to log into your member profile to receive member rates.
| Member (Early Bird) $749 |
Member (Regular) $849 |
| Non-Member (Early Bird) $1,039 |
Non-Member (Regular) $1,139 |
| Students $539 |
Exhibitor Booth Rep Only $549* |
*Please note that an exhibitor booth registration for your company is required.
Agenda At-A-Glance
| Tuesday, September 15 |
5:00 - 6:30 pm of Directors Happy Hour/Appetizers
6:30 - 9:30 pm Evening Welcome Reception
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| Wednesday, September 16 |
7:00 am - 5:00 pm Registration Open
8:00 - 9:30 am WIFS Annual Business Meeting
9:30 - 10:15 am Exhibit Hall and Recharge Lounge Break
10:20 - 11:00 am Conference Welcome & Opening Ceremony
11:00 - 11:50 am Keynote: Unmasking Imposter Syndrome with Shari Dunn
11:50 - 12:15 pm Lunch Buffet
12:20 - 12:35 pm Association Announcements
12:35 - 1:20 pm For Leaders By Leaders Panel: Boldly Building Community: focus on mentorship (both sides), intentional community building, network development
1:50 - 2:35 pm Breakout 1 - How to Calm Anxious Clients with Barbara Kay
Breakout 2 - The Invisible Leadership Load with Sophia Asghar
Breakout 3 -The AI Edge with Sheri Fitts
2:45 - 3:30 pm Breakout 1- Using LinkedIn to grow your business with Bruno Nicoletti
Breakout 2 - Employer Benefits and Plans with The Standard
Breakout 3- Stress Free Thriving & Peak Mental Fitness with Barbara Kay
Breakout 4- Setting your Prices/Negotiating your salary with Kate Dixon
3:50 - 4:55 pm Networking with Table Topics and Table Leads
5:15 - 6:10 pm Exhibitors & Sponsors reception and networking
6:30 pm Evening Dine Arounds
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| Thursday, September 17 |
7:00 am - 5:00 pm Registration Open
7:00 - 8:15 am Breakfast & Networking
7:30 - 4:00 pm Tech Pavilion
8:35 - 9:20 am Economic Session
9:25 - 9:40 am NAIFA Legislative Update with Carina Hatfield
9:40 - 9:50 am Partner for Excellence Big Idea - Cambridge
10:05 - 10:50 am Breakout 1 - Mastermind Your Success: Peer-Powered Solutions for Financial Professionals with the DPC Coaching Team
Breakout 2- How to Win More Female Clients with Megan Easton
Breakout 3 - NKOTB and Burnout with Lenora Johnson
11:15 - 11:25 am Partner for Excellence Big Idea
11:25 am - 12:25 pm Awards Luncheon
12:25 - 1:10 pm Fast N' Furious
2:00 - 2:45 pm Breakout 5 - FINSECA
Breakout 6 with Kirsten Menengello
Breakout 7 - Driving Firm Efficiencies (AI) with Tricia Brady
Breakout 8 - Your Brand is your Business Case with Sheri Fitts
2:45 - 3:20 pm Exhibitor Raffles
3:20 - 4:15 pm Applied Curiosity: The Secret Weapon for Teams to Outthink the Future with Carla Johnson
4:15 - 4:50 pm Closing Remarks
6:15 - 6:45 pm Partner for Excellence Reception
7:00 - 10:00 pm Thrive! Reception - Iconic Divas
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| Friday, September 18 |
8:45 am - 9:30 am Chapters Virtual Session with Libby Griewe
9:30 - 11:15 am Chapter Topics
11:15 - 11:45 am Closing Remarks
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Thank You 2026 Conference Sponsors

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Additional Sponsors
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