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2023 Event Agenda

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Registration & Morning Cafe

8:00am -9:00am

We will meet you at the registration desk and walk you over to grab some cafe con pan to get you started in the morning.

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Opening Remarks
9:00am - 9:10am 
Ana Trujillo Limon

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Ana Trujillo Limon will welcome you all to the event, share its origin story and give you a brief overview of the day before welcoming Vanessa and Dr. Patricia.

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"Ni de Aquí, Ni de Allá" 
Imposter Syndrome meets Decision Paralysis

9:10am - 10:00am

Speakers: Vanessa N Martinez & Dr. Patricia M Villarreal

Vanessa & Dr. Patricia will give guiding tools to uncover your mental agility to navigate career choices in finance.  They will also remind us how not making a decision is still a decision! 

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Moon Shots: Defining Your Own Success as a Latin@ Advisor

10:00am - 11:00am

Monderator: Ana Trujillo Limon

Panel: Luis Rosa & Valerie A. Rivera

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2 Latino entrepreneurs shattering the industry's view on who is successful at building a business. We will consolidate all their advice and build a template to share with all attendees.

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Running Your Firm for Impact

11:30pm - 12:00pm

Speaker: Sarah M . Cain

VP Carson Coaching

Sarah uses proven strategies to help business owners create and grow strong businesses that balance purpose and profit! She will share her blueprint on how we can all achieve this!

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Market Outlook: Risks & Opportunities

12:00am - 1:00pm

Moderator: Vanessa N Martinez

Panel:  Alejandro Lopez-Lira  and Al Martinez

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Historical results traditionally give us a view into the potential future, in this panel with Alejandro and Al we will examine what happened in 2023. We will also discuss economic indicators and their impact on expectations for 2024. 

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Meditation Session

2:00pm - 2:30 pm

Speaker: Jamie Limon

Performance Coach/Trainer

Performance coach and trainer Jamie Limon will walk us through some breathing techniques to help us in manage our stress, as well as other tips and tricks to keep ourselves healthy. 

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De la Casa al Éxito: Harnessing Latino Roots for Unstoppable Success

2:30pm - 3:30pm

Speaker:  Diana Cabrices
Fractional Chief Evangelist

Join Diana Cabrices in this session as she takes you through her own story and struggles, with tips on brand-building and marketing that helped her pave the way to unprecedented achievement within her family. You’ll leave this talk with a reminder of the rich heritage and resilient spirit that defines the Latino community, and how these invaluable traits can be harnessed to shape your own success story.

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Personal Branding: Building an Online Presence.

Tatiana's strategic guidance covers a wide range of areas, including digital transformation, marketing, automation, and growth hacking. Have you ever wondered what it takes to create a strong digital presence?  Join her and she will equip you with the tools and knowledge to thrive in today’s competitive digital landscape.

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Reenvision Wealth

4:30pm - 5:30pm

Speaker: Anna N'Jie Konte

Co-Founder of Re-Envision Wealth

Anna compares what the industry gives us as Latino@s and shares how focusing on being creative and thinking outside the box will allow you to grow. She will share what a career in this industry can look like all while staying true to our authentic selves.

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6:30pm to 10:30pm                                                                                                Tapas, Cocktails, Community Building and Salsa Lesson!

Fiesta Time! 

Salsa lesson with Gloria Garcia Cisneros

Music by DJ Big Brown


LUNCH: Take some time and meet new people and enjoy lunch together from 1pm to 2pm 

MORNING SNACK BREAK: Take 25 minutes to run to grab yourself another coffee & a snack 


- Can't wait to see you! -


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