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Women Wealth and Wellness

ID: 63606
Thursday July 17, 2025 9:00AM - 3:00PM
Topics: Essential Skills + Professional Development Talent Management + Human Resources Diversity, Equity + Inclusion
NON-MEMBERS$422.00
MEMBERS$348.00
YOUR PRICE$422.00

July 17, 2025, 9:00 a.m. – 3:00 p.m., CPE: 6 MU

Discover the power of change at the 2025 Women, Wealth and Wellness Conference. Join hundreds of your peers and hear from inspirational thought leaders across multiple industries as we embrace our power to overcome setbacks, break boundaries, and build the lives and careers we want.

Agenda

17Jul
Women in the Workplace 2024: The 10th-anniversary report
CPE: 1 PD
Panel: Empowered Women Empower Women: The Power of Change
CPE: 1 PD
Fortuna Bank: The Story of the First Women-Owned Bank in Ohio
CPE: 1 PD
The Power of Connection: How Relationships Drive Personal and Professional Growth
CPE: 1 PD
Simplicity at Work
CPE: 1 PD
The ROI of Inner Peace: How Rituals Create a Wealthier Life
CPE: 1 PD

Agenda

17Jul

Women in the Workplace 2024: The 10th-anniversary report

CPE: 1 PD 9:00 AM - 9:55 AM
Speaker: Joanna Si

Join Joanna Si, Associate Partner at McKinsey & Company, as she leads a presentation on the 10th anniversary of the Women in the Workplace report, the largest study of women in corporate America. This year’s findings, based on data from 281 companies and 15,000 employees, reveal progress and setbacks in gender equity, particularly for women of color. While there have been gains in leadership, true parity is still decades away.

Panel: Empowered Women Empower Women: The Power of Change

CPE: 1 PD 10:00 AM - 10:55 AM
Speaker: Marie Brilmyer
Speaker: Kendra Philon
Speaker: Tracey Holecek

In this dynamic session, a diverse group of accomplished women will share how they've built meaningful connections, supported one another, and lifted each other to new heights in their careers. From mentorship to collaboration, hear firsthand stories of how empowerment creates a ripple effect that propels others forward. This session will highlight the transformative power of sharing knowledge, offering guidance, and championing each other’s success.

Fortuna Bank: The Story of the First Women-Owned Bank in Ohio

CPE: 1 PD 11:00 AM - 11:50 AM
Speaker: Ilaria Rawlins
Speaker: Lisa Berger

As one of only 15 women-owned banks in the country, Fortuna Bank has a special place in its heart–and business–for women working to create and support their own destinies. Fortuna Bank offers access to capital, partnerships, mentoring and education focused on lifting women beyond the barriers to their financial success.

The Power of Connection: How Relationships Drive Personal and Professional Growth

CPE: 1 PD 12:20 PM - 1:10 PM
Speaker: Ashley Hicks

In this session, we’ll explore how meaningful relationships—both personal and professional—are essential for growth. Learn how building strong connections can enhance emotional well-being, boost career opportunities, and create a network of support. We’ll discuss practical strategies for nurturing authentic relationships, overcoming challenges, and leveraging these connections to unlock personal and professional success.

Simplicity at Work

CPE: 1 PD 1:15 PM - 2:05 PM
Speaker: Rose Lounsbury

Today’s workplace can feel cluttered and overly complex. Trying to remain present and productive amidst the competing demands of email, messaging apps, multiple tabs, and interruptions from co-workers can leave even the most seasoned professional feeling stressed and stretched thin. This humorous, engaging talk focuses on how simplicity, the age-old philosophy that less is more, can help address the physical, digital, and mental clutter that pervades today’s workplace. Attendees will walk away with practical strategies they can use to feel more balanced and productive at work, no matter where their office happens to be.

The ROI of Inner Peace: How Rituals Create a Wealthier Life

CPE: 1 PD 2:10 PM - 3:00 PM
Speaker: Erika Karl

Discover how mindfulness can transform your life and work. Learn how incorporating mindfulness into your routine can reduce stress, improve decision-making, and enhance focus. By cultivating a sense of inner peace, you'll unlock higher performance levels and sharpen your ability to tackle challenges with clarity and calm. Peace isn't a luxury—it's a powerful tool for success.

Agenda

17Jul

Women in the Workplace 2024: The 10th-anniversary report

CPE: 1 PD 9:00 AM - 9:55 AM
Speaker: Joanna Si

Join Joanna Si, Associate Partner at McKinsey & Company, as she leads a presentation on the 10th anniversary of the Women in the Workplace report, the largest study of women in corporate America. This year’s findings, based on data from 281 companies and 15,000 employees, reveal progress and setbacks in gender equity, particularly for women of color. While there have been gains in leadership, true parity is still decades away.

Panel: Empowered Women Empower Women: The Power of Change

CPE: 1 PD 10:00 AM - 10:55 AM
Speaker: Marie Brilmyer
Speaker: Kendra Philon
Speaker: Tracey Holecek

In this dynamic session, a diverse group of accomplished women will share how they've built meaningful connections, supported one another, and lifted each other to new heights in their careers. From mentorship to collaboration, hear firsthand stories of how empowerment creates a ripple effect that propels others forward. This session will highlight the transformative power of sharing knowledge, offering guidance, and championing each other’s success.

Fortuna Bank: The Story of the First Women-Owned Bank in Ohio

CPE: 1 PD 11:00 AM - 11:50 AM
Speaker: Ilaria Rawlins
Speaker: Lisa Berger

As one of only 15 women-owned banks in the country, Fortuna Bank has a special place in its heart–and business–for women working to create and support their own destinies. Fortuna Bank offers access to capital, partnerships, mentoring and education focused on lifting women beyond the barriers to their financial success.

The Power of Connection: How Relationships Drive Personal and Professional Growth

CPE: 1 PD 12:20 PM - 1:10 PM
Speaker: Ashley Hicks

In this session, we’ll explore how meaningful relationships—both personal and professional—are essential for growth. Learn how building strong connections can enhance emotional well-being, boost career opportunities, and create a network of support. We’ll discuss practical strategies for nurturing authentic relationships, overcoming challenges, and leveraging these connections to unlock personal and professional success.

Simplicity at Work

CPE: 1 PD 1:15 PM - 2:05 PM
Speaker: Rose Lounsbury

Today’s workplace can feel cluttered and overly complex. Trying to remain present and productive amidst the competing demands of email, messaging apps, multiple tabs, and interruptions from co-workers can leave even the most seasoned professional feeling stressed and stretched thin. This humorous, engaging talk focuses on how simplicity, the age-old philosophy that less is more, can help address the physical, digital, and mental clutter that pervades today’s workplace. Attendees will walk away with practical strategies they can use to feel more balanced and productive at work, no matter where their office happens to be.

The ROI of Inner Peace: How Rituals Create a Wealthier Life

CPE: 1 PD 2:10 PM - 3:00 PM
Speaker: Erika Karl

Discover how mindfulness can transform your life and work. Learn how incorporating mindfulness into your routine can reduce stress, improve decision-making, and enhance focus. By cultivating a sense of inner peace, you'll unlock higher performance levels and sharpen your ability to tackle challenges with clarity and calm. Peace isn't a luxury—it's a powerful tool for success.

Speakers

Joanna Si
Women in the Workplace 2024: The 10th-anniversary report
Marie Brilmyer
Panel: Empowered Women Empower Women: The Power of Change
Kendra Philon
Panel: Empowered Women Empower Women: The Power of Change
Tracey Holecek
Panel: Empowered Women Empower Women: The Power of Change
Ilaria Rawlins
Fortuna Bank: The Story of the First Women-Owned Bank in Ohio
Lisa Berger
Fortuna Bank: The Story of the First Women-Owned Bank in Ohio
Ashley Hicks
The Power of Connection: How Relationships Drive Personal and Professional Growth
Rose Lounsbury
Simplicity at Work Rose Lounsbury is a simplicity coach, TEDx speaker, and author of the Amazon bestselling Less: Minimalism for Real. After blogging about her personal journey toward a simpler lifestyle, Rose was inspired to help others live happier lives by owning less stuff. Rose spends her days speaking, writing, and helping her clients and online students create more peaceful, open spaces in their lives. Rose's advice has been featured in USA Today, and she's been a guest on Good Day Columbus, WYSO, WVXU, Good Morning Cincinnati, and Living Dayton. She lives in lovely Dayton, Ohio with her husband and wild triplets. You can visit her online at RoseLounsbury.com. 
Erika Karl
The ROI of Inner Peace: How Rituals Create a Wealthier Life