Leading is not just about leading others but leading yourself on your own journey. Leading also involves understanding how to use your unique and authentic strengths to find your joy and purpose – not only in your professional but personal lives as well.   Yes, it is possible. On Thursday, June 17th please join SEI and Lisa … Leading with Strength and PurposeRead More »

Today, we are at a crossroads when it comes to diversity, equity and inclusion (DEI). Despite increased awareness of the need for inclusion, the pandemic has disproportionality impacted women and people of color. Looking ahead, we are wise to plan for a build-back that intentionally focuses on inclusion as a core principle. Join Archer and … Diversity, Equity and Inclusion: A step back and a leap forwardRead More »

Join fellow WIN members for our second happy hour social event of 2021, featuring a fun night of trivia, networking, and prizes. Recognizing Cinco de Mayo, this event in history is reveled by celebrating  the occasion with parades, parties, mariachi music, Mexican folk dancing and traditional foods such as tacos and mole poblano.  Cinco de … Happy Hour & Trivia – Member OnlyRead More »

WIN is proud to host Carol Rollie Flynn, one of the first women to rise to the top ranks of the CIA’s Directorate of Operations, which oversees clandestine operations overseas. Drawing on personal and professional experiences during her 30-year CIA career, she will share her view of the world and address the dilemmas and global … Around the World in 60 Minutes – A look at hot spots and global trends through the eyes of a spyglassRead More »

Expanding Our Mindset from Liability to Performing Asset Thinking Self-leadership is increasingly recognized as central to career success. This session is an opportunity to learn and apply a practical way to lead and coach oneself in support of your growth and resilience. Join us for a discussion with Terry Charlton of Once Source Solutions. Terry is … Self Leadership: Expanding Our Mindset from Liability to Performing Asset ThinkingRead More »

  4:30 Welcome and Introduction – Cindy Axelrod, CFA, Associate Professor and Deputy Finance Department Chair, Fox School of Business 4:40 Part 1: The Bull Economy – Maris A. Ogg, CFA and President of Tower Bridge Advisors As we continued record highs in equities, Maris thinks this buil market might have some legs.  What does … 2021’s bullish investing environment AND being a woman in a (traditionally) male-dominated business with Maris OggRead More »

Join fellow WIN members for our first happy hour social event of 2021, featuring a fun night of trivia, networking, and prizes. Recognizing National Women’s History Month in March and International Women’s Day on March 8, Tracy Marrocco will host several rounds of trivia featuring inspiring, innovative and intrepid women throughout the ages. You can … Happy Hour & Trivia – Member OnlyRead More »

Sally Stalcup, Founder and Principal Consultant, will provide best practices for new business presentations, consultant reviews, and client cross-sell opportunities. Partnering with Stalcup Consulting means working with a skilled, knowledgeable and insightful consultant with over 25 years of experience within the investment management industry. For speaker bio click here. Zoom was sent to all registered … Higher Quality Communications – Package Your Plan and Personal PresenceRead More »

Macroeconomic trends impact many facets. From the profitability of our industry, growth of personal assets and the political landscape. What does the outlook look like for 2020 and beyond and what is behind it? Additional event details and registration information coming. … Global Economy, Monetary Policy, and TradeRead More »

Join WIN to close out 2020 on a sweet note! It’s been a year like no other and this year’s WIN holiday gathering will be like no other! Our member-only virtual holiday gathering this year will take place on Thursday, December 10 beginning at 4:45 pm. Each registrant will receive an assortment of four chocolate … Holiday PartyRead More »