PANEL FACILITATOR

Kim Pugh – Founder and Principal of YurPath Solutions, 2021 FWSF President 

Kim Pugh is founder and principal of YurPath Solutions and has over 30 years’ experience in financial services and other industry groups. YurPath Solutions is a boutique consulting practice that guides clients in enhancing customer and employee experience, creating product solutions, improving processes, and developing post-merger strategies that mitigate customer impact and increase revenue.

Prior to launching YurPath Solutions, Kim held several positions at Wells Fargo Bank. As a senior vice president, Kim frequently built and managed groups from the ground up and delivered results in areas ranging from customer experience & research, business development, and corporate relationship management to digital channels, process re-engineering, and merger integration. While at Mellon Bank (BNY Mellon), she had roles in funds positioning and financial analysis, managed various Operations groups, and as a manager of product design, led cross-functional teams to develop new or improved products and systems.

Kim earned her MBA and her BA in Economics from the University of Pittsburgh in Pittsburgh, PA. In addition to serving on the board of Financial Women of San Francisco, Kim has had a number of other professional affiliations, including being a member of the Association for Corporate Growth, San Francisco (ACG SF) board of directors and serving as the 2018 President.

https://www.linkedin.com/in/kimpugh/

 

PANELISTS

Lisa Daniels – KPMG Global Lead Partner

Lisa serves as a Global Lead Partner for one of KPMG’s largest technology accounts. She has an extensive background assisting global organizations in identifying, understanding, measuring, and reporting business and technology-related risks, as well as performing financial and systems audits. Prior to her current role, Lisa served as the managing partner of KPMG’s San Francisco, Silicon Valley and Phoenix offices. She also served in various leadership roles including the partner-in-charge of KPMG’s Midwest Internal Audit and Risk Compliance practice and the Global Lead Partner for several Fortune 100 companies.

Under Lisa’s leadership, KPMG was recognized as one of the 100 Best Companies in Arizona, a Top 25 Workplace for Women, and Best Places to work in the Bay Area.

Lisa speaks regularly to industry organizations about leading practices in areas such as assessing and managing enterprise risks, establishing a high-performance culture and creating an inclusive environment. She has published several articles, including: The Changing Role of the CFO, Identity and Access Management, The Globalization of Middle Market Companies, and How to Make Silicon Valley Boards More Diverse

 

Carrie Dolan – Chief Financial Officer, Kraken. 2015 Financial Woman of the Year

Carrie is the CFO of Kraken, a global crypto platform which offers trading, investing, digital assets and financial tools. Carrie currently oversees finance, accounting, corporate finance, treasury, investor relations, tax and vendor management. Prior to Kraken, Carrie was the CFO of Tradeshift, a market leader in e-invoicing automation and an innovator in supplier financing. While at Tradeshift, Carrie drove company growth and scale while also helping to design and launch its trade finance offerings. Prior to Tradeshift, Carrie was the CFO of Metromile, an insure-tech startup that offers pay-per-mile car insurance. During her tenure, Carrie drove public company readiness, policy and revenue growth, and significant improvement in both margins and unit economics. Prior to Metromile, Carrie was the CFO of Lending Club where she helped grow the company into the world’s largest online marketplace connecting borrowers and investors. Over 6 years, Carrie helped scale the company from single digit revenue to over $500 million and in 2014 managed its IPO. Prior to Lending Club, Carrie was senior vice president and treasurer for Charles Schwab and CFO for the Schwab Bank, which she helped launch in 2003. Earlier in her career, Carrie held various financial positions at Chevron.

Carrie was honored as one of "The Most Powerful Women in Finance” by American Banker and as the Bay Area CFO of the Year for Emerging Companies by The San Francisco Business Times, which also named her to its Forever Influential Women List.

Carrie earned both a bachelor’s degree in business and an MBA from UC Berkeley Haas.

https://www.linkedin.com/in/carriedolan/

 

Terri Kallsen - Chief Operating Officer, Wealth Enhancement Group. 2019 Financial Woman of the Year

Terri Kallsen, Chief Operating Officer at Wealth Enhancement Group leading financial planning, operations, digital sales growth strategy, IT, compliance, and project management. Terri is focused on leading client experience, scale, and digitalization. She is responsible for driving profitable, long-term growth and increasing client loyalty in the RIA business, serving individual investors.

Previously Terri led Schwab Wealth Management and Investor Services at the Charles Schwab Corporation, including 350+ branches, 7,000 employees and serving 3.5M clients. Prior to Schwab, Terri was Senior Vice President of Wealth Management at USAA and Vice President for Thrivent Financial, where she provided strategic leadership for insurance, investments and banking in 32 regional offices.

Terri is a Certified Financial Planner practitioner and a Certified Wealth Strategist. She holds the Series 6, 7, 24, 63, 65 and 66 securities registrations.

https://www.linkedin.com/in/terri-kallsen-cfp-%C2%AE/

 

Rebecca Macieira-Kaufmann - Founding Member, RMK Group, LLC. 2010 Financial Woman of the Year

Rebecca Macieira-Kaufmann is the Founding Member, RMK Group, LLC, an advisory and consulting service focused on fintech, digital currency and payment systems. Rebecca draws on deep expertise in the financial services industry and has a demonstrated track record of leading highly successful business turnarounds, scaling new businesses, and expanding operations globally. Rebecca spent more than 11 years at Citigroup serving in a range of CEO, President, and General Manager roles. In her last role, as Head of Citigroup’s International Personal Bank, she managed a full P&L line of business serving the offshore wealth needs of multi-national clients in more than 100 countries. Previously Rebecca spent 13 years at Wells Fargo, lastly as the Head of Small Business Segment running a multi-billion-dollar P&L division serving the lending and cash management needs of more than 2 million customers.

Rebecca is a frequently sought-after speaker on leadership and business transformation, life and work integration, culture change, and building high-performing teams. She recently wrote a book, FitCEO: Be The Leader of Your Life, about achieving holistic health—at work, home and play.

Rebecca received her BA from Brown University and was a post-graduate Fulbright Scholar at the University of Helsinki, Finland. She holds an MBA from Stanford Graduate School of Business.

https://www.linkedin.com/in/r-m-k

 

Barbara Morrison – Founder and President, TMC Financing. 2012 Financial Woman of the Year

Barbara Morrison, a Bay Area business and civic leader, is the founder and president of TMC Financing, a Certified Development Company that provides SBA commercial real estate financing. TMC Financing is the No. 1 SBA 504 lender in the nation. Since 1981, TMC has secured about $10 billion in U.S. Small Business Administration funding, benefiting nearly 6,000 businesses and creating and retaining an estimated 60,000 jobs throughout California and Nevada. Barbara is also the founder and president of TMC Community Capital, a nonprofit online microlender which provides affordable loans to under-served business owners, in need of capital for their established business, with a particular focus on women business owners.
Barbara developed her passion for small business economic development early in her career while serving as deputy director of the Mayor’s Office of Economic Development in San Francisco.

A former mayor and city council member for the city of Belvedere, Barbara has been widely recognized for her advocacy for women and small business owners, as well as the leadership she has provided for many community organizations.

 

Lisa Violet – Chief Auditor, Varo Bank, N.A.

Lisa is a chartered accountant and C-Suite executive with an international background in the field of banking and technology, with leadership roles in risk, audit, regulatory relations, finance, commercial lending, and turnaround management. Currently, Lisa is the Chief Audit Executive of Varo Bank, N.A., to make history as the first fintech to receive a national bank charter in the USA.

Previously Lisa was the Chief Risk Officer of FHLBank San Francisco and also oversaw its credit and collateral functions. Prior to that, Lisa was the chief auditor and executive in charge of business continuity at the global technology company Hitachi Data Systems (now Hitachi Vantara). Lisa has held several senior positions in financial services, amassing 20 years of experience at Wells Fargo, Union Bank, and Scotia Capital.

Lisa is currently an independent director of Ford Credit Bank (Bank in Formation) and a member of the Risk, Audit, and Compensation Committees of the Board.

Lisa is committed to education and economic empowerment causes. She has served on many non-profit boards including Girl Scouts of Northern California, San Francisco Girls School, an independent all girls high school dedicated to STEM, Bentley School, Family Builders by Adoption, the Institute of Internal Auditors, and the Canadian Council for the Americas.

https://www.linkedin.com/in/lviolet/

 

Ann Winblad - Co-Founder and Managing Director, Hummer Winblad Venture Partners. 2007 Financial Woman of the Year

Ann Winblad is the co-founding Partner of Hummer Winblad Venture Partners. She is a well-known and respected software industry entrepreneur and technology leader. Her background and years of experience in the software industry have been chronicled in many national and international business publications.

Hummer Winblad Venture Partners, founded in 1989, was the first venture firm focused exclusively on software. In her over 30-year career as a venture capitalist, Ann’s firm has launched over 200 enterprise software companies and led investments that pioneered successful companies across the enterprise software sector: Business Intelligence, Analytics, Software Development, Integration, Data Center Optimization, Cloud Computing and Security.

Ann began her career as a systems programmer at the Federal Reserve Bank in Minneapolis. In 1976 Ann, with three co-workers from the Federal Reserve Bank, founded Open Systems, Inc., a top selling accounting software company. Open Systems became the 27th largest software company in the United States when it was acquired in 1983. After the acquisition of Open Systems by UCCEL (a NYSE company), Ann served as a strategy consultant for clients including IBM, Microsoft, Price Waterhouse, and numerous start-ups. In addition, Ann has co-authored the book Object-Oriented Software and has written articles for numerous publications.

Ann received a B.A. in Mathematics and in Business Administration from the St. Catherine University (1973), as well as an M.A. in Education focused in International Economics from the University of St. Thomas (1975). Ann also has an honorary Doctorate of Law from the University of St. Thomas.

Ann has been recognized by many national publications including being named an inaugural member of Fortune’s Small Business Hall of Fame, awarded the Financial Woman of the Year by the San Francisco Financial Women’s Association (2007), the University of St. Thomas Distinguished Alumnus Award (2003) and The John F. Cade Award from the University of St. Thomas’s Graduate School of Business.

Ann has served as a Director of numerous start-up and public companies including Hyperion, Mulesoft, The Knot, Net Perceptions, Liquid Audio, Sonatype, and Ace Metrix.  She is a member of the Board of Trustees of the University of St. Thomas (elected 1998), a Board member of the Richard M. Schulze Family Foundation and on the Investment Committee of London-based  Seraphim Capital a leading global space technology investor.