November 15-16, 2023 | Orlando

Breaking barriers.
Making change.
Empowering each other.

Successful women in wealth management are inherently independent. We’ve had to be (there’s not that many of us, after all). But when we leverage our connections and come together, we amplify our impact.
Excell Represent is an unprecedented professional advancement and community-building experience for women in wealth management. Join us this fall to build a wider network and deeper connections with women committed to lifting each other up, bringing more women into our profession, and making the industry worthy of the women who are already here.

Foundational Partners


of attendees at last year’s event said they’drecommend excell represent to others.

An amazing experience!


of attendees at last year’s event said they’d recommend excell represent to others.

An amazing experience!

Excell Represent

This event is all about making connections and empowering attendees.

Admission includes:

Inspiring keynotes from women who’ve made amazing things happen

Ample, intentional networking opportunities to help you deepen your connections with other women in wealth management

Breakout sessions on leadership, practice management and changemaking

An after party that will leave you dancing all night long

Gorgeous, serene surroundings and a discounted stay at Orlando’s premier all-suites resort

Women in Wealth Management Awards

Join us the night before Excell Represent to celebrate women in the industry who are breaking barriers, making change, making the profession better for the clients we serve. See this year’s finalists!

350 attendees max

We’re keeping it small to give you the most meaningful networking opportunities.

6 Awards

Let’s celebrate each other with the Women in Wealth Management Awards

1 Destination

Experience tropical luxury at its finest at Caribe Royale Orlando

Countless Connections!

Meet the women who are changing the industry and develop real, lasting relationships.

Connections first, content second.

All conferences have great content. At Represent, we lead with connection. We want you to walk away with new connections to help lift you up and enrich your career journey. Sure, our content will be amazing too, but creating an empowering, encouraging community is priority one.

Caribe Royale | Orlando

This reimagined resort is as independent as they come, with all the personality and flair that ordinary resorts lack. Relax poolside next to the sparkling waterfall, enjoy first-class cuisine, or just enjoy the luxury of your own private suite. As an Excell Represent attendee, you’ll get a special rate.

The Orlando Experience

Excell Represent is just minutes away from Walt Disney World, Universal Orlando, Sea World and more. You’ll also have access to world-class dining and shopping opportunities. And if the ocean is calling, Cocoa Beach is a short drive to the east!

Frequently Asked Questions

Why attend Excell Represent?
So many women in wealth management are out their crushing their goals. But they often don’t have a strong network of women who’ve shared their experiences with them. At Represent, you’ll get the professional development, practice management and leadership content you want, but more importantly, you’ll build a strong network of powerful women that support and empower each other.
What makes Excell Represent different?
There are other conferences for women. But Excell Represent is the only collaboration of companies from across channels and business models (even competitors teaming up!) who are all committed to address the underrepresentation of women in wealth management. After our first event in 2022, 100% of attendees said they’d recommend Represent to others.
Is Excell Represent only for women?
Excell Represent is also for male allies in leadership who are committed to building a firm culture that empowers and supports women. The attendees will be overwhelmingly female, but we can’t make the change we want to see in our industry without the buy-in, commitment and effort from the men who make up 80% of our profession. Stepping up as mentors, sponsors and empowering leaders is a requirement. If Excell Represent can help you do that, you’re more than welcome!

Excell Represent