Building Connections: Impact Award, Breakfast & Panel Discussion
Celebrating Financial Empowerment Milestones and Exploring Solutions to Today's Financial Challenges for Women
Join us on April 3rd at 8 am ET for breakfast and panel discussions at the Nasdaq MarketSite, an iconic Times Square experience. Be a part of the first-ever Savvy Ladies Impact Award celebration and take a sneak peek at our new Helpline App.
With Moderator Kelli Grant, CNBC Deputy Personal Finance Editor and Certified Financial Planner professional.
Savvy Ladies Impact Award Honorees
The Savvy Ladies Impact Award recognizes professionals doing meaningful work to impact women’s lives positively for a more secure financial future. The Impact Award honorees are highly distinguished leaders who are making significant contributions and have demonstrated a deep commitment to the advancement of women’s financial well-being.
The Savvy Ladies Impact Award is launching as part of our 20th-year Celebration of Savvy Ladies Empowering Women and Supporting Financial Education. For 2023, the inaugural year of the Impact Award, Savvy Ladies recognizes two distinguished professionals whose work supports, advances, and impacts women’s financial well-being.
Stacy Francis, CFP®, CDFA®, CES™
Founder & Board Chair Savvy Ladies
CEO and President of Francis Financial, Inc.
Holly Snyder
President, Nationwide Life Insurance
Kelli Grant, CFP
CNBC Deputy Personal Finance Editor
Savvy Ladies Panel Moderator
Kelli joins us for this special morning celebration and as the Moderator of our panel discussions.
Kelli is the deputy personal finance editor for CNBC digital. Kelli has an extensive background in covering personal finance and consumer spending at CNBC. Her work has appeared in The Wall Street Journal, The New York Times, SmartMoney, Kiplinger’s Personal Finance, Good Housekeeping, Real Simple and Family Circle, MarketWatch.com, and SmartMoney.com.
Panel Discussion:
Celebrating Money Talk Milestones
With Kelli Grant, CNBC; Stacy Francis, Founder Savvy Ladies; Jennifer C. Williams, Regional Director, J.P. Morgan Wealth Management and Leah Jones, CFA, CFP®, CDFA®, AEP®, Director of Financial Planning, Hightower.
Empowering women with knowledge and confidence to have important money conversations is at the core of Savvy Ladies’ mission. As we celebrate 20 years of championing women’s financial literacy, we want to share with partners, supporters, and our entire community how far we’ve come in that journey, what are today’s challenges in bridging the financial literacy gap, and the solutions Savvy Ladies is creating.
Panel Discussion:
How Innovation & Technology Can Play a Role in Financial Literacy
a conversation led by Kelli Grant CNBC, with Jailan Griffiths, Nasdaq’s Global Head of Purpose and President of the Nasdaq Foundation, Sunsy Hong, Managing Director Wealth Plan Product Owner J.P. Morgan, Cheryl Nash, CEO InvestCloud, Inc., and Bobbi Jo Allan, VP, NF Digital Product & Innovation, Nationwide.
Technology is changing the landscape of our interactions. As we implement new learnings on how technology is used to impact and improve financial literacy, what are the critical touchpoints to provide the path to financial literacy for women today?
Get Tickets Now
Attend In-Person
$125.00
Join us in-person for a light contentinal breakfast and live panel discussions at the iconic Nasdaq MarketSite event space in Times Square, NYC. Program begins at 8am.
Join us Virtually
$50
Join virtually to watch the panel discussions.
Morning Program
8:00 am – 8:15 am ET
Continental Breakfast & Networking
8:15 am – 8:30 am ET
Savvy Ladies New Impact Award Honoree Presentation
The Savvy Ladies Impact Award recognizes professionals doing meaningful work to impact women’s lives positively for a more secure financial future. The Impact Award honorees are highly distinguished leaders who are making significant contributions and have demonstrated a deep commitment to the advancement of women’s financial well-being.
8:30 am – 8:55 am ET
Panel 1: Let’s Talk Money Milestones for Women: How Far We’ve Come, Today’s Challenges
8:55 am – 9:00 am ET
Savvy Ladies Free Financial Helpline App Launch Technology Enhancement for Broader Outreach
9:00 – 9:30 am ET
Panel 2: How Innovation & Technology Can Advance Financial Literacy and Help Build Wealth for Women
9:30 – 9:50 am ET
Final Remarks + Networking
Meet the Speakers. Read their full bios, click here
Bobbi Jo Allan
VP, NF Digital Product & Innovation, Nationwide
Stacy Francis
Founder Savvy Ladies
CEO and President of Francis Financial, Inc.
Kelli Grant, CFP®
Deputy Personal Finance Editor, CNBC
Jailan Griffiths
Nasdaq’s Global Head of Purpose and President of the Nasdaq Foundation
Sunsy Hong
General Manager, Head of Digital Planning Platform & Experience J.P. Morgan
Leah Jones, CFA, CFP®, CDFA®, AEP®
Director of Financial Planning, Hightower Bethesda, Savvy Ladies Helpline Volunteer
Cheryl Nash
CEO Financial Supermarkets Division, InvestCloud, Inc.
Jennifer C. Williams
Regional Director, J.P. Morgan Wealth Management
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