Woman’s Work: Redefining The American Dream

The world – it is a-changing! Esther Stearns, President and COO of LPL Financial gave us specific insights of how women in the financial services industry are well positioned to meet the demands of change. Much of what is changing is the relationship between women
and their families’ money.

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Business Tax Credits: What’s Out There, How To Get Them

This February workshop, sponsored by FWA’s East Bay Chapter highlighted the tax credits, incentives, and write-offs available to small- and medium-sized businesses throughout California.

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Celebrating International Women’s Day in San Francisco: The Risks of Ingenuity

On March 6, Citi and Financial Women’s Association of San Francisco (FWA) joined together to recognize International Women’s Day in San Francisco. The event celebrated
the economic accomplishments and advancement of women, featuring
a panel of business leaders on the subject of ingenuity and taking risks.

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Financial Woman of the Year Event

On October 6, 2011 the FWA celebrated its 16th Annual Financial Woman of the Year, Kathryn Hall. Katie is the founder, CEO and Chief Investment Officer of Hall Capital Partners LLC. As CEO and CIO, Katie and her team at Hall Capital Partners manage and direct approximately $22 billion in investment assets
for advisory clients and pooled vehicle investors.

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Katie Hall on the Importance of Risk and Resilience

I think that women need to be willing to accept jobs and responsibilities with visibility, complexity and need for leadership/negotiation. A willingness to “enter the fray” and to expose oneself to public success or failure is critical. If things don’t work out, so be it

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