2022 MMI Leadership Pathway Seminar

December 7, 2022 | Boston, MA | John Hancock
Charged admission | Open to members and non-members | Press prohibited

Conference Co-Chairs:
Courtney Dunne, Vice President, Global Accounts, American Century Investments
Jennifer Mancini, Manager, Advisory Consulting, Asset Management Services, Raymond James

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.

Register today 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!

Additional Information

What is Leadership Pathway?

Leadership Pathway -- now in its 8th year -- is a distinguished community and professional development program for selected investment advisory leaders with 5–10 years of industry experience. It promotes networking, collaboration, education, mentorship, and leadership. Members are respected emerging leaders within the industry and are looked upon to display initiative, take an active role in advancing their careers, and help address the important challenges that will shape the industry’s future.


View Agenda (check back often and refresh your browser for updates)

Featured Speakers

Barry Kruse
Vice President
Global Head, Franklin Templeton Academy
Franklin Templeton

Daniel Crosby, Ph.D.
Chief Behavioral Officer
Orion Advisor Solutions

Host Venue

John Hancock
200 Berkeley Street, B-7
Boston, MA 02116

A parking garage is available at 100 Clarendon Street, which is a short distance from John Hancock.

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
EVP, Chief Programming Officer

CE Credits

The Investments & Wealth Institute® has accepted the MMI Leadership Pathway Seminar for 6.00 hours of CE credits towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

Registration Fee


Hotel Recommendations

The following hotels located near John Hancock are recommended: 

The Westin Copley Place, Boston
10 Huntington Avenue
Boston, MA  02116

Hotel AKA Back Bay
154 Berkeley Street
Boston, MA 02116

Boston Park Plaza
50 Park Plaza at Arlington Street
Boston, MA 02116

Health and Safety Protocols

MMI continues to monitor the ongoing COVID-19 situation. The health and safety of all Leadership Pathway Seminar participants is our top priority. Consistent with the CDC's guidance to prevent the spread of COVID-19, MMI strongly encourages all attendees to be fully vaccinated and boosted. To ensure a safe and healthy experience for all attendees, MMI will be following the guidelines of local authorities and our host venue. 

If the situation warrants, MMI may implement appropriate attendee requirements and protocols and will share updated information on this page.

Please check this page regularly for updates.

Cancellation/Transfer Policy

All cancellations are subject to a $50 cancellation fee. Full refunds minus the $50 cancellation fee will be granted for cancellation requests received prior to 5:00 PM ET on Wednesday, November 23, 2022. After that time, no refunds or credits will be granted, however your registration can still be transferred to another individual at your firm. To cancel or transfer your registration, please notify MMI at 646-868-8500.

MMI Conference Code of Conduct/Antitrust Guidelines & 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 are 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.


Attendee Registration:
events@mminst.org or 646-868-8500

Speaker Registration:
Robin Hannam
rhannam@mminst.org or 646-868-8509

Fees & Billing:
events@mminst.org or 646-868-8500

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