Serving San Francisco and the East Bay

Networking Related News

Master Class – Lessons in Leadership

FWSF was honored to host three successful role models who discussed their careers and leadership experiences at our Professional Development event on April 25th. Jennifer Webster (SVP Financial Planning & Analysis at McKesson), Laura Martinez (Partner, PwC Assurance) and Mary Rosai (SVP Investor Services Client Experience, Charles Schwab) shared best practices, personal stories and insights on how to build a successful career path.

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The 32nd Annual Scholarship Awards Luncheon

FWSF recognized its 2017 scholarship awardees at a luncheon on June 6, 2017, at the elegant City Club in the heart of San Francisco’s financial district. The stage was set with tables beautifully decorated with colorful floral arrangements and a fabulous luncheon, complete with decadent chocolate tortes. Scholarship Co-Chairs Shelby Duncan and Janeth Medina, both former scholarship recipients, very enthusiastically facilitated the event.

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East Bay Networking Coffee

FWSF East Bay has been hosting a series of networking coffees throughout year. These highly informal, free events provide a fantastic opportunity to get to know other FWSF members, discuss work experiences and explore mutual business opportunities. Each attendee has the opportunity to introduce herself to the group, as well as share her thoughts on a topic of discussion.

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FWSF’s 2017 Social Media Campaign Is Ongoing, and We Want to Feature Members, Including YOU!

Let’s network and share knowledge, connect with potential members and showcase the benefits of membership by actively engaging on FWSF’s social media platforms. We are working with our communications/PR team at Harden Partners to feature individual members on the FWSF Facebook, twitter and LinkedIn pages. We invite our members to participate—and at the same time build your own social media profile and connections.

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FWSF’s Commitment to Diversity Programs

FWSF has traditionally focused on gender diversity in the financial services, but at its March meeting, the Board adopted a broader initiative that expands the organization’s commitment to diversity and inclusion (D&I). A newly-formed D&I committee convened in June. Its first project is to assess who our members are currently, and to that end, it is developing a brief membership questionnaire. The D&I committee, a subcommittee of Membership, is looking for additional members who want to get in on the ground floor.

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