SPEAKING ENGAGEMENTS
Lisa M. Cregan: Leadership Architect | Talent Strategist | Founder, Climb Pause Lift Foundation
Wealth management firms today face immense pressure to deliver financial performance while also addressing evolving expectations around inclusion, representation, and leadership. Lisa Cregan brings a powerful voice to this conversation—one grounded in decades of field leadership, talent development, and cultural transformation.
As a keynote speaker, Lisa draws from her experience leading multi-billion-dollar business units, shaping firmwide recruiting strategy, and mentoring hundreds of leaders. Her talks don’t just inspire—they drive change. Firms that bring Lisa to speak send a clear and unmistakable message: we are serious about developing talent, growing next-gen leaders, and reshaping the future of wealth management.
Speaker Overview
Lisa Cregan is a renowned executive with over 40 years of experience in financial services leadership. She was the first female Regional Director at UBS and the only woman in that role at Morgan Stanley, where she also served as Head of Field Leadership Readiness and Talent Acquisition. Lisa has led organizations with over 2,500 employees and managed $300B in client assets.
Her experiences as a competitive athlete and a pioneer in field leadership shaped her passion for empowering others, leading her to found the Climb Pause Lift Foundation. Lisa’s keynotes blend sharp strategic insight with heartfelt storytelling. Her talks help organizations and individuals reimagine what’s possible—through authenticity, inclusion, and results-driven leadership.
THE
APPROACH
Practical. Experienced. Impact-driven.
Gain candid, actionable leadership insights drawn from 40+ years in financial services
See inclusion and succession planning through a new, results-driven lens
Connect big-picture strategy to real-world leadership habits
Leave inspired and equipped with practical tools to act immediately
Whether in a packed ballroom or a virtual town hall, Lisa delivers talks that spark change, build confidence, and leave leaders ready to act.
WHY LISA?
Lisa Cregan has:
Led organizations managing $300B in client assets and 2,500+ employees
Increased diverse leadership readiness by 50% at a Fortune 100 firm
Shattered ceilings as the first female Regional Director at UBS and the only female RD at Morgan Stanley
Coached and mentored hundreds of leaders to achieve next-level growth
She combines proven strategy with candid, actionable insight — leaving audiences both inspired and equipped to act.
BOOK LISA FOR YOUR EVENT
SPEAKING THAT INSPIRES
Lisa equips leaders with strategies that last long after the applause. Explore her most-requested keynotes:
From Visible to Vital: Turning Presence into Power
Visibility gets you noticed. Being vital makes you impossible to overlook. In this high-energy keynote, Lisa shows professionals how to own their narrative, act with fearless intention, and transform visibility into lasting influence.
Hold the Reins, Share the Ride: Trust as a Succession Strategy
Succession isn’t about letting go; it’s about lifting up. Drawing on her career at the top of Wall Street and her equestrian background, Lisa helps leaders reimagine succession planning as empowerment, trust, and legacy-building.