2024 V.I.S.I.O.N. Lite Regional Conference

 

Our next highly anticipated 2024 Regional V.I.S.I.O.N. Lite conference is taking place in the vibrant city of Chicago, IL. Make plans to attend and save the date June 19th - 20th, 2024. This prestigious event serves as a gathering ground for top-tier female financial professionals, advisors, and experts. All united with a shared vision of forging a path toward a prosperous future.

 
 

Empower Women in Wealth Management:

 
 

The Women’s Impact Initiative Network, within the Association of African American Financial Advisors (AAAA), was formed to serve the vital purpose of addressing the underrepresentation of women in the wealth management sector of the Financial Services Industry. WIIN is driven by the Financial Services industry's historical gender disparities and the urgent need for a more diverse and inclusive workforce where there is shared equity and inclusivity. By fostering an environment of empowerment, continuous learning, and collaboration, this network aims to reshape the industry landscape and create new opportunities for Black/African American women, particularly in the field of wealth management.

 
 

 

WIIN Conference Agenda

 
  • Early Registration - 2:00 PM - 4:00 PM

    Women Wealth Symposium: Charcuterie Chic - 5:00 PM - 7:00 PM
    Join us for "Nibbles & Network: Charcuterie Chic," an engaging evening where networking meets gastronomy. This concise event is designed to spark connections in a cozy atmosphere, highlighted by a live charcuterie demonstration. Witness the art of crafting the perfect charcuterie board, learning tips and tricks from a culinary expert, while you mingle and exchange ideas with fellow professionals. Enjoy the unique blend of delicious bites and meaningful conversations, making every interaction as rewarding as the flavors on your palette. Don't miss this chance to enrich your professional network and culinary skills in one delightful evening.

    AAAA Social Event: Janet Jackson Concert - 8:00 PM

    Join us for an unforgettable night of music and networking at the iconic United Center in Chicago, IL. AAAA is thrilled to invite select attendees to our exclusive booth for a special evening featuring the legendary Janet Jackson. This event promises a blend of thrilling live entertainment paired with the opportunity to connect with like-minded individuals in a dynamic setting.

  • 6:45 AM - 7:30 AM -Yoga/Meditation (Yoga Mats provided)

    7:00 AM - 10:00 AM - Registration

    7:00 AM - 8:30 AM - Breakfast

    8:30 AM - Event Kick Off (Welcome)

    8:40 AM – 9:25 AM - EmpowerHER: Unveiling the Power of Women Advisors and Client Empowerment: This Session is an insightful and inspiring exploration into the transformative role that women advisors play within the financial services industry and beyond. This comprehensive guide illuminates the unique strengths and perspectives women bring to financial advising, showcasing how they are reshaping the landscape of client relationships, financial planning, and empowerment."EmpowerHER" serves as both a celebration of the accomplishments of women advisors and a practical handbook for those aspiring to make a significant impact in the lives of their clients.

    9:30 AM - 10:25 AM - Keynote Speaker

    10:35 AM – 11:25 AM - Be Intentional: Cultivating Your Professional Network: In the fast-paced world of wealth management, the power of a supportive professional network cannot be overstated. This session is dedicated to the art and science of building meaningful connections within the industry. This interactive workshop will guide attendees through the process of identifying potential executives, allies, and collaborators who align with their professional goals and values. Participants will learn strategies for reaching out, establishing rapport, and nurturing relationships that are both supportive and mutually beneficial. Through practical exercises and real-world examples, attendees will leave equipped with the tools and confidence to intentionally grow their network and find their village in the wealth management community. This session emphasizes the importance of quality over quantity in networking, and how intentional actions can lead to lasting professional relationships and career opportunities.

    11:30 AM – 12:25 PM - Market Mavens: Make your Net Work your Net Worth: Join us as we explore the powerful strategy of leveraging your network to boost your net worth within the wealth management industry. In this engaging session, you'll gain valuable insights and practical tools to elevate your professional relationships, turning them into a key asset in your financial planning. Discover how to make your network work for you, directly contributing to your overall net worth.

    12:30 PM - 1:30 PM - Lunch and Learn - Sponsored by Wells Fargo Advisors

    1:35 PM– 2:25 PM - Put Your Money to Work: Building Wealth Strategies for Women by Women: Women face unique financial challenges and opportunities. This session focuses on developing wealth strategies tailored to the needs of women clients. Experts will cover topics from investment planning to retirement and estate planning, emphasizing communication skills and empathy to build strong, trust-based relationships with clients.

    2:35 pm - 3:25 pm - The Future of Wealth: Embracing AI, Technology and Innovation: In a rapidly evolving industry, staying ahead means embracing change. This session dives into the latest technological advancements and innovations reshaping wealth management. From fintech to digital assets and beyond, learn how to leverage these tools to enhance your services, streamline operations, and deliver exceptional client experiences.

    3:35 PM - 4:25 PM - Breaking the Glass Ceiling: Strategies for Advancement in Wealth Management: This session will explore the paths to leadership for women in wealth management. Industry veterans and trailblazers will share their journeys, offering practical advice on navigating career advancement, overcoming barriers, and leveraging mentorship and networking opportunities. Attendees will leave with actionable strategies to elevate their careers to the next level.

    4:30 PM -5:25 PM - Wellness and Work – Life Harmony for Women in Wealth: Mastering the Motherhood/Work Balance" is specifically designed for executive women in finance who are navigating the challenging yet rewarding journey of balancing a high-powered career with motherhood. This session offers strategies for managing stress, avoiding burnout, and fostering a healthy work life balance.

    5:30 PM - 8:30 PM - Networking Reception at Regional Conference Supported by J.P. Morgan Wealth Management and AAAA

 
 

Venue:

Convene 311 West Monroe Street

The Loop, Chicago

Located in The Loop neighborhood of downtown Chicago, Convene 311 W Monroe destination pays homage to the city’s rich industrial and musical history by interweaving modernist architecture with an interior design reminiscent of Chicago’s underground jazz scene.

The space exhibits warm hues through ambient lighting with rich pops of color and intricate detailing throughout.

Convene 311 W Monroe is located between South Wacker Drive and South Franklin Street in the Loop near Washington/Wells Station and Quincy Station.

 

Location:

Convene at 311 West Monroe is located between South Franklin and South Wacker Streets in The Loop near the following subway stations:

 

Nearby Parking

  • One Parking 227 W Monroe Street

  • Public Parking 111 S Wacker Drive

  • 183 Monroe Garage 183 W Monroe Street

Nearby Bus Stations

  • Wells & Monroe- 37 Wacker & Adams- 131 Madison & Franklin- 20, 56, 60, 124, 157