Women in Distribution Symposium

January 21 & 22, 2021

Karen Lutomski, 
Managing Director, Co-Head Private Wealth, U.S. Wealth Advisory Group, Nuveen
Anne Steer, Head of Distribution, Congress Asset Management 

Executing A Vision for Success

Put 2020 squarely in your rearview mirror. Join us for the MMI Women in Distribution Symposium, a unique digital event experience that will bring together forward-thinking women sales professionals from across the investment advisory industry to discuss ways to turn the challenges of 2020 into new opportunities for personal and professional growth in 2021.

Tackle 2021 head on. Invest in yourself by spending 6.5 hours with an extraordinary group of women who are defining their own vision of success, overcoming obstacles, and pushing boundaries.
You will:

  • Gain insights and inspiration from two of the industry’s top female executives
  • Learn how to act as an effective agent for yourself
  • Understand how stories drive financial behavior – and what to do about it
  • Hear strategies for managing – and motivating – a remote team
  • Discover best practices for mentor and sponsor relationships
  • Connect with old friends and make new ones during a casual Zoom happy hour

Most importantly, you will leave with fresh energy, ideas, and strategies to take control of your own success – no matter what 2021 brings!

We hope you will join us and spread the word to your distribution colleagues within your own firm and around the industry.

Note: This event is closed to members of the media.

Questions? Contact us at events@mminst.org or (646) 868-8500.

Additional Information



Featured Speakers

Jenny Johnson
Jenny Johnson
President & CEO
​Franklin Resources, Inc.

Michelle Seitz

Chairman & CEO
Russell Investments

Paul Napper, PsyD
Performance Psychology

Anthony Rao, PhD
Clinical Psychologist


Sponsorship Opportunities

The Symposium represents a unique opportunity to build brand awareness with investment advisory distribution professionals, 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
(646) 868-8518

CE Credits

Investments & Wealth Institute® has accepted the MMI Women in Distribution Symposium for 6 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

Registration Fees

Standard Registration Fee: $350

Volume Discounts:
A 10% discount is available for participants 3-5 from the same firm.
A 20% discount is available for participant 6 (and any additional) from the same firm.

Please contact MMI at (646) 868-8500 for details and the appropriate discount code.

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.


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

Speaker Registration Contact:
Megan Beach
mbeach@mminst.org or (646)-868-8507

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

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