Signature Boston

IAEE’s Women’s Leadership Forum has been designed to focus on topics that are unique to women in the exhibitions and events industry. It is tailored for all women regardless of age, individual situation or current position held within their company. The Forum will provide knowledge and strategies for attendees to succeed in their current positions, as well as provide motivation and inspiration to take their roles and careers to the next level, allowing them to grow personally and professionally while giving them the tools and resources to balance life along the way.

The forum is a 2 ½ hour program where attendees are eligible to earn 2 continuing education (CE) credit hours.


Registration Fee: $129 for IAEE Members | $149 for Non-Members

Deadline to Register: Friday, 1 July


12:45 PM CT Virtual Attendees Log-In to Platform
1:00 PM – 1:10 PM CT IAEE Welcome
1:10 PM – 1:40 PM CT Negotiate Like You Matter! – Knowing Your Value and Worth

Presenter: Kendall Philbrick

1:40 PM – 2:10 PM CT Roundtable Afterthoughts
2:10 PM – 2:20 PM CT Break
2:20 PM – 2:50 PM CT Understanding Financial Planning and Your Individual Money Psychology

Presenter: Amy Irvine, CFP®, EA, MPAS®, CCFC, CDFA®

2:50 PM – 3:20 PM CT Roundtable Afterthoughts
3:20 PM – 3:30 PM CT Event Wrap Up

Program Information

Negotiate Like You Matter! – Knowing Your Value and Worth
Presenter: Kendall Philbrick

Negotiation happens in all areas of our lives. We all want to feel seen, be heard, be understood and we want to know we MATTER! This happens in all situations, especially for women, but in negotiations, when stating our worth, the stakes are always higher, and the outcome becomes an outward measure of our self-value. If we don’t truly know our self-worth, it often feels like we are less when the negotiation doesn’t go well. How do we learn to build our self-confidence and believe in our worth?

Join Kendall Philbrick to hear the ins and outs of negotiating like a boss, remembering that 80% of winning in a negotiation happens before you even walk into the room. It’s all about feeling confident, knowing and showing your worth, being prepared, and making a plan but most importantly, believing in yourself!

Learning Objectives:

  • Properly prepare for a negotiation, moving from the inside out, dealing with your own internal dialogue, and knowing you have value.
  • Understand how to be prepared in terms of creating leverage, documenting your value and accomplishments, and being able to vocalize these, as well as realizing your pain points and building a plan to move forward.
  • Command an audience or the process of negotiation, determine how to walk into a room, how to present yourself, state your case and present yourself, and much more.

Understanding Financial Planning and Your Individual Money Psychology
Presenter: Amy Irvine, CFP®, EA, MPAS®, CCFC, CDFA®

Many people think financial planning is about investing, but investing is just a tool to help you achieve your financial goals. But planning is also more than just the goals, there is the psychology behind it too. What if you partner has a different psychology, that can lead to conflict, or even worse, divorce? You’ve probably learned about pieces of financial planning, but maybe the dots aren’t completely connected, or you don’t understand how they all interconnect. This session will provide you with information about financial planning, how knowing your money psychology will help you make decisions, and, if you are looking for a financial planner, different fee structures you should expect.

Learning Objectives:

  • Understand the CFP® definition of financial planning.
  • Utilize Maslow’s Hierarchy of Needs to learn your money psychology and help you craft your own personal financial plan.
  • Gain insights on using a financial planner, knowing what to expect and understanding how financial planners get paid.

Meet Your Presenters

Amy Irvine, CFP®, EA, MPAS®, CCFC, CDFA®, Founder and Owner, Rooted Planning Group

Amy is the founder and owner of Rooted Planning Group, a 100% women-owned, fee-only financial planning firm.

As a kid, she always liked numbers. She would spend hours creating math problems and solutions. Whenever she wanted to play math teacher, her brother was forced to be her student! Given her love of facts and figures, it’s really no surprise that she chose a career where she worked with numbers.

Amy has 28 years in the financial services profession and her passion is to provide financial planning that looks at all aspects of your life and how your finances support you. She believes that you can use your dollars and cents to create and live a meaningful life unique to your own dreams and desires.

She started Rooted Planning group because she wanted to offer financial PLANNING services. She believes that our profession tends to focus on “assets under management,” and she wanted to focus on the journey of your life (what she refers to in her podcast as your financial “vineyard”). She truly believes that, like wine, life and finances have different palettes that should be celebrated and not judged.

She is the author of “Uncork Your Finances” and podcast host of Wine and Dime, which were both created to blend two of her passions together and take the “scary” out of finance.

She holds a master’s degree (MPAS®) in personal financial planning, as well as the following designations: Certified Financial PlannerTM, Enrolled Agent, Certified College Financial Consultant, and Certified Divorce Financial Analyst.


Kendall Philbrick, Personal Finance and Career Educator

Kendall Philbrick also known as Babe on a Budget is a personal finance educator and former recruiter. With a background in human resources and recruiting, she has a passion for helping women thrive, whether financially, professionally or personally.

Over the past 2.5 years Kendall has grown a community of over 60k women and has been featured in CNBC, Business Insider, and NextAdvisor in Partnership with Time, sharing here knowledge and inspiring other women to build a financial safe haven, to advocate and negotiate for themselves and more. Kendall’s work centers around student loans, investing, negotiation skills, and pay equality for women.

Event Registration Information

This event is a virtual event. Upon registration, you will receive a separate email confirmation showing proof of registration as well as an additional email with information to join on the day of the event.

For additional program questions, please contact Stacy Powers at or for additional registration questions, contact Hannah Deters at

Cancellation Policy

Cancellations, in whole or in part, must be made in writing and may be subject to a cancellation fee. For a full refund, written cancellations must be received no later than 30 business days prior to the event. Within 29-11 business days, all approved refunds are subject to a $75 administrative fee. Cancellations will not be accepted within 10 business days of the event and event fees will not be refunded after the event begins. Send written cancellation requests to:

IAEE Meetings
12700 Park Central Drive Suite 308
Dallas, TX 75251
Or fax: 1+ (972) 458-8119
Or email

IAEE reserves the right to modify this policy. Approved refunds will be processed after the event. If you have any further questions, please feel free to contact us at: