Serving San Francisco and the East Bay

News Room

Financial Women of San Francisco has been making news in business and financial circles for more than 60 years. Scan the articles below to see all the ways we advance the success of today’s women in finance throughout the Bay Area.

FWSF Talks with Students Interested in Financial Career Paths

On June 6th, Kathleen Nielsen, FWSF’s president, and Minako Steel the co-chair of FWSF’s East Bay committee, spoke about FWSF’s history and mission at Capital One Café in Walnut Creek to Diablo Valley College (DVC) students interested in financial career paths. This event was the first of its kind with many more to come!

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A Special Day Honoring 12 Special Women

On Friday, June 8, over 200 guests came together at the City Club to honor the 2018 Financial Women San Francisco’s (FWSF) 2018 scholarship recipients. Since the scholarship program began over 30 years ago, FWSF has awarded over $2.5 million to over 300 deserving women.

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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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