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Speakers Bureau.

There are only two ways to get your thought leadership into the world.

You can write it or speak it.

At Females and Finance, we work hard to make our members great at both!


Can we all agree? It's time for change. 

Fresh Faces and Perspectives Found Here!

The women and male allies on this page are excited to work with you at your next event!


SEARCH FOR YOUR NEW SPEAKER!

We Offer 2 Ways to Search

Search by Name Here

Search by Topic Here

Meet Our Speakers.


Danielle Burns

Vice President, Head of Business Development | CNote

  • Designations: MBA, BCF™
  • Indianapolis, IN Area

Topics Include:

  • Donor Advised Funds
  • Impact Investing
  • DEI Strategies

Lauren Hong

Founder & President | Out & About Communications

  • San Diego, CA Area

Topics Include:

  • Digital Marketing
  • Design & Graphics
  • Branding

Tracy Jepson

CEO | KANTEX Financial

  • Topeka, KS Area

Topics Include:

  • How to Pay Yourself for a Thriving Life
  • Pricing for Profitability for Service-Based Businesses
  • Overcoming Entrepreneurial Loneliness

David Macchia

CEO & Financial Planner | Wealth2k

  • Designations: MBA, RMA, CBBF
  • Boston, MA Area

Topics Include:

  • Women's Retirement Security
  • Constrained Investor Retirement
  • Annuities

Sophie McCluskey

Senior Conference Programmer | Arizent

  • Kansas City, MO Area

Topics Include:

  • Networking Tools
  • Project Management
  • Tech Leverage in Operations

Meredith Moore

CEO & Financial Planner | Artisan Financial Strategies

  • Designations: LUTCF, CLTC
  • Atlanta, GA Area

Topics Include:

  • Power Dynamics of Money
  • Women Breadwinners
  • Financial Planning Mistakes

Elizabeth (Beth) Moss

Regional Vice President | PCN Insurance

  • Phoenix / Scottsdale, AZ Area

Topics Include:

  • Insurance Planning
  • Longevity Planning
  • Women and Insurance

Keena Pettijohn

CEO & Founder | LifeLogixs Consultancy

  • Palm Beach, FL Area

Topics Include:

  • #FinTech Consulting
  • Banks, Credit Unions
  • Financial Wellness

Mary Schmid

Author | Consultant | Key Note Speaker

  • Minneapolis, MN Area

Topics Include:

  • Neuroscience of Conversations
  • Leadership as a Conversation
  • Challenging Conversations

Cathleen (Cathy) Sikorski Esq.

Elder Law Attorney, Best-Selling Author, Key Note Speaker

  • Designations: Esq.
  • Philadelphia, PA Area

Topics Include:

  • Elder Care Issues
  • Longevity Planning
  • Legal Care Needs

Vicki Vollweiler, MBA, CDC

Founder & CEO | College Financial Prep

  • Designations: MBA, CDC (College of Divorce Coaching)
  • New York, NY Area

Topics Include:

  • How To Save Money On The Cost Of College
  • Divorce and College Planning
  • FAFSA Simplification Act

Charlie Van Derven

Topics Include:

Marketing Automation

Content Marketing

Running Effect Marketing Campaigns










Peggy Haslach, CFP®,CLU®

Topics Include:

Planning with Pride – Working with LGBTQIA and their families

Longevity Planning for LGBTQIA and women

Investing in Your Values - The Intersection of ESG and DEI







Ryan George

Topics Include:

The Wise Advisor Builds Their Tech Stack on the Rock: Fundamentals of an effective technology stack that reduces friction and optimizes spend


Biggest, Baddest, Latest & Greatest – Megatrends Shaping the Advice Industry


Strategies to Stop Planning and Start Growing (Essentially key marketing strategies for more clients)


Chris Randall

Topics Include:

Money Mistakes Young Investors Make

Building an Investment Portfolio for Millennials & Gen-Z

Financial Planning for Young Families




Dina Mabry

Topics Include:

Long-Term Care Planning

Life Insurance Protection

Life Insurance Reviews





Marla Sofer

Topics Include:

What is a Financial Identity™ and Why Do I Need One?

The Future of Wealth and Asset Management

Big Tech Shaping the Future of Fintech


Rachel Fox


Topics Include:

Workplace Emergency Savings Accounts (ESAs)


Reducing 401(K) Leakage


DEI strategies in Financial Wellbeing






Dan Bolton


Topics Include:

Supercharge Your Marketing: Strengthening Your Brand & Growing Your Business


Unlocking Millenials: Dismantling the Myths & Harnessing the Strengths


Harnessing the Power of Digital Marketing to Grow Your Business


Erin Voisin​, CFP®, EA, MS, CDFA®, ChFC®

Topics Include:

Building a great support staff team


Financial Literacy Initiatives


Helping Team Members Find Their Niche






Domenick D’Andrea AIF®, CRC®, CPFA™

Topics Include:

Networking Through Volunteering:

Giveback, Network, and Grow


      Growing Through Social Media from the Advisors Perspective


      Creatives Uses in Life Insurance Planning



Tina Powell


Topics Include:

Podcast Masterclass - How to Go from Zero to Launch


Personal Branding for Financial Services Professionals


Financial Wellness and Workplace Empowerment for Cancer Patients & Survivors


Richard Peck


Topics Include:

The Case for Offering Charitable Giving Services (facts and overview)


Private Foundations vs. Commercial Donor-Advised Funds vs. Community Foundation Funds (compare and contrast)


Family Philanthropy


James Wong


Topics Include:

Insurance Distribution

 Mergers and Acquisitions

Business Model Generation

Julie A. Pinkerton, CLU,

ChFC, LUTCF

Topics Include:

The Art of Rainmaking



Thisi Could Be You!

Topics Include:




Ready to Get Started?

All F&F Members Can Be Featured!

Yes - Every member of Females and Finance can be listed on this page. 

Reminder - Your membership tier will determine how your listing shows up on this page.

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Meet Our Amazing 

Speaker Bureau Sponsor

Cheryl Nash

As Chief Executive Officer of Financial Supermarket at InvestCloud, an established and trusted leader in wealth technology, I drive the strategic vision for our award-winning wealth tech solutions. I 'grew up' in this industry and have held roles in nearly every business functional area, giving me true insight and appreciation for the contributions of the talented individuals I now lead. I deeply value the enduring relationships I've cultivated over the years and am committed to pushing the boundaries of what's expected in wealth management with future-forward technology innovation. As a passionate advocate of diversity and inclusion, I am dedicated to doing my part to drive positive change by educating, empowering and championing others.


"I admire and salute the work Sheryl Hickerson has undertaken to support, empower and drive real change for women and diversity. Many people talk about supporting, but not all take action to make real change. Sheryl takes action! I truly believe investing time, money and energy into DEI will benefit our industry in so many positive ways. Afterall, women have an innate ability to challenge assumptions, inspire teams and dream big – and they translate big dreams and ideas into tangible action plans and results." - Cheryl Nash, InvestCloud

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1110 Stonebridge Drive, Fenton, MO 63026

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