Past Event Highlights

If you missed any of FWSF’s women-in-finance events in San Francisco or the East Bay, click on the links below for event highlights.

Our signature events include the FWSF Financial Woman or the Year luncheon and scholarship awards ceremony.

To get more involved, see our list of upcoming events.

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You are not a robot! “Everyone has value. Can you articulate yours?” What do they say about you when you are not in the room?

Describing your resume like a robot is neither compelling nor productive. We need to tap into our eight-year-old #badass selves to give people the verbiage to help them sell us to others when we are not in the room. Supervisors and sponsors can recommend you for promotions and new opportunities as they arise if you are on their mind and they have the language to articulate why you are the solution for the future needs of the organization.

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Master Class – Lessons in Leadership

On May 16, 2018, Barbara Morrison (founder & president, TMC Financing), Debbie Clifford (VP, Financial Planning & Analysis, Autodesk), and Terri Kallsen (EVP, Investor Services, Charles Schwab) shared best practices, personal stories, insights, and essential lessons, which aimed to help us re-launch and energize our leadership skills. FWSF Past President Paige Venable (managing director, Risk Consulting, KPMG) moderated the panel. On May 16, 2018, Barbara Morrison (founder & president, TMC Financing), Debbie Clifford (VP, Financial Planning & Analysis, Autodesk), and Terri Kallsen (EVP, Investor Services, Charles Schwab) shared best practices, personal stories, insights, and essential lessons, which aimed to help us re-launch and energize our leadership skills. FWSF Past President Paige Venable (managing director, Risk Consulting, KPMG) moderated the panel.

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Behind the Scenes with Scholarship

A lot of work goes into the scholarship process and it’s very exciting when it all comes together. From working with the various schools and culling applications to setting up interviews and choosing the winners — a myriad of tasks lead up to the main event, the Scholarship Luncheon on June 8.

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Are You An Ally? The Art of Allyship: How Leaders Create Inclusive Cultures by Calling Others In

We are pleased to announce a new thought leadership program to support women in finance and financial services. With the caliber of FWSF’s members, FWSF can be a strong voice on women’s career issues in the financial press, in various industry-specific publications, and of course, through social media. We encourage all members to participate in our LinkedIn group and our Facebook page. Check out our daily posts and LIKE and SHARE. Let’s build a community.

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New FWSF Thought Leadership Program

We are pleased to announce a new thought leadership program to support women in finance and financial services. What exactly is “thought leadership”? Is it just the latest corporate buzzword? It may be a buzzword to some, but as Business News Daily defines it, “Thought leaders are seen as trustworthy, go-to authorities among industry colleagues and peers.” (7/20/16) With the caliber of FWSF’s members, we believe FWSF can be a strong voice on women’s career issues in the financial press, in various industry-specific publications, and of course, through social media. With over 60 years of history in helping to advance the careers of women, we are well positioned to write on contemporary issues and trends.

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