Workshops

 

Enhance your OneVoice 2026 experience with curated workshops designed to inspire and inform – whether it’s taking your career to the next level, exploring AI, or solidifying your cyber strategy, you’ll gain clarity and actionable insights for the year ahead. Pre-registration is required, so plan today to attend:

Monday, February 2, 12:00 to 1:45 pm: Advancing Women in Leadership Workshop, sponsored by Fidelity Investments
One Percent-Her: How Women Leaders Rise and Succeed in Business with Cherry Rose Tan, Fifth Generation Entrepreneur, Venture Capitalist and Executive Coach

Wednesday, February 4, 8:00 to 9:30 am: AI Workshop
Beyond the Buzz: Real AI Strategies for Growth, Scale and Client Value with Mike Byrnes, Owner, Byrnes Consulting

Wednesday, February 4, 9:45 to 11:15 am: Cyber Workshop
FINRA Cyber Workshop with Rob Francis, Senior Director, Cyber and Analytics Unit, FINRA

REGISTRATION FEES

Advancing Women in Leadership: $149 (lunch included)
AI Workshop: $99
Cyber Workshop: $99

Unlock exclusive savings when you bundle!

  AWLW + AI $199 ($50 savings)
  AWLW + Cyber $199 ($50 savings)
  AI + Cyber $149 ($50 savings)
Best value! All 3 workshops $199 ($347 savings)
Register today!

ADVANCING WOMEN IN LEADERSHIP WORKSHOP

One Percent-Her: How Women Leaders Rise and Succeed in Business
Sponsored by Fidelity Investments

 

What does it take to break through the ceiling, reach the top 1% of your field and become a resilient leader? Join powerhouse entrepreneur Cherry Rose Tan for a dynamic, hands-on workshop revealing the mindset, habits and tactical framework used by top founders and execs to grow through every phase of their career.

 

You’ll walk away with tools to lead with confidence, overcome roadblocks and become a force in your organization—no matter where you are in your leadership journey. Allies welcome.

 

AI WORKSHOP

Beyond the Buzz: Real AI Strategies for Growth, Scale and Client Value

 

Want to grow? Now it’s easier than ever. Artificial intelligence is redefining how wealth management firms attract clients, deliver personalized experiences and achieve scale. AI is no longer something with the potential to streamline operations and deepen advisor-client relationships someday—it’s accelerating growth now.

 

In this executive-level post-conference session, we’ll go deep into case studies examining how forward-thinking firms are embedding AI into their business models and strategic visions. You’ll gain practical insights into the tools and approaches that are driving measurable results in marketing, client engagement and operational efficiency. Come away able to:

  • Understand how AI can transform advisor effectiveness and productivity
  • Identify where AI investments can deliver immediate and sustainable ROI
  • Explore strategies for aligning AI innovation with compliance, governance and trust

Discover how leading executives are shaping the future of advice delivery, redefining client value and leading their organizations into the next era of intelligent growth.

 

CYBER WORKSHOP

The FINRA Cyber Workshop

 

This 90-minute, scenario-based session helps firms improve cyber preparedness, refine response plans and align business, compliance and IT functions.