Main menu

2021 MMI Leadership Pathway Seminar

September 22, 2021
Charged admission | Open to members and non-members | Press allowed

Co-Chairs:
Megan Rumney, National Account Manager, T. Rowe Price Associates
Holly Tworkowski, Vice President, Advisor Consultant, U.S. Wealth Advisory Services, Nuveen

Produced by current participants, the Seminar is the centerpiece of the Leadership Pathway program year – bringing together emerging advisory leaders with current executives, industry veterans, and subject matter experts for candid conversations about leadership, managing your career, and the future of investment advice and solutions.

This event is designed for advisory professionals with five to ten years of experience, regardless of role or functional area.

Reserve your virtual seat now for this one-of-a-kind experience. You will be inspired, motivated, and gain fresh perspective on where the advisory business is headed from leaders of today – and tomorrow!

Register

Additional Information

Agenda

VIEW AGENDA (PDF)

Additional speakers TBA; check back often for updates!

Sponsorship Opportunities

The Seminar represents a unique opportunity to build brand awareness with emerging industry leaders, showcase your firm's offerings, and make new connections. A limited number of premium sponsorship packages are available.

For additional information, please contact:
Joan Lensing
Senior Vice President, Chief Programming Officer
jlensing@mminst.org
(646) 868-8518

CE Credits

Investments & Wealth Institute® has accepted the Leadership Pathway Seminar for 4.0 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

Registration Fee

Seminar Fee: $295

Cancellation/Transfer Policy

Due to the nature of this event, no refunds or credits will be granted for cancelled registrations and no registration transfers will be permitted.

MMI Conference Code of Conduct/Antitrust Guidelines and Compliance Policy

Money Management Institute (MMI) conferences and events provide an opportunity for MMI members and other industry participants to come together for educational and networking purposes. Inappropriate behavior, such: as possible illegal conduct; use of derogatory or discriminatory language, gestures or actions; verbal or physical abuse of any type, unwanted advances or invasions of privacy; or any activity that might be construed as harassment, racism, or sexism, is unacceptable and will not be tolerated.

If you aware of, or are involved in an incident, at an MMI conference or event that violates this Code of Conduct, please contact MMI immediately. MMI will promptly and confidentially investigate any reported activities and take appropriate action.

Please also familiarize yourself with the MMI Antitrust Guidelines and Compliance Policy.

Questions?

Attendee Registration Contact:
Events@mminst.org or (646) 868-8500

Speaker Registration Contact:
Zelle Richardson
zrichardson@mminst.org or (646) 868-8510

Fees & Billing Contact:
Samantha Lustig
slustig@mminst.org or (646) 868-8516

Sponsor Opportunities Contact:
Joan Lensing 
jlensing@mminst.org or (646) 868-8518