Upstate Women in Finance Event

2019 Upstate Women in Finance Event

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Nearly 40 women joined us at the 2019 Upstate Women in Finance event. Women from across the Rochester area who work in financial services enjoyed an afternoon devoted to topics that impact our profession and our clients. The event is presented by the Foundation for Women’s Financial Education.

What attendees had to say:

“The speakers were excellent, great topics that relate to my practice.”

“Great networking, good group of attendees.” 

“Presentations were very good and informative.”

“Topics were on point for information.”

View the 2019 program


12:30 PM    Registration, Networking & Luncheon

1:00 PM      Opening Remarks

1:10 PM      Keynote Speaker: Lenore Reiner, CFP, Eaton Vance Distributors, Responsible Investing: Aligning Your Financial Goals with Your Value

2:05 PM      Networking Break

2:15 PM      Presenter: Cicely Stickland-Ruiz, United Way of Greater Rochester, The Changing Face of Philanthropy: Women & Gifting

3:20 PM      Presenter: Miranda Wilcox, Thrive Potential, LLC, Developing and Influential Presence

4:15 PM      Closing, Networking & Reception: Wine, Chocolate & Conversation

5:30 PM      Event Closes


Financial Services Professionals: $50.00

Students: $25.00

Tickets sold through EventBrite


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