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.

Building A Financial Future: Women & Wealth

What’s the single most important thing to do to build a successful financial future? That was one of the questions asked, and answered, at the Financial Women of San Francisco’s (FWSF) Women & Wealth Panel on Tuesday, February 11. The powerhouse panel featured Elaine Martyn, Vice President, Relationship Management for the Private Donor Group at Fidelity Charitable®, Susan Mazzetti, Vice President and Senior Financial Advisor, Merrill Lynch Wealth Management, Leslie Miller, Financial Advisor and Owner, Miller Pacific Financial Advisors Margaret Reid, Vice President, Senior Portfolio Manager, The Private Bank at Union Bank, and Sabrina Ho Stimel, Tax Partner, KPMG LLP, with Jane Hartley, Director, Private Wealth Advisor, Private Wealth Management, Union Bank, moderating.

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Women on Boards—Changing the Landscape of the Corporate Board

On Thursday, November 7, 2019, FWSF and UC Berkeley's Haas School of Business hosted a panel discussion centered around the new California Law that requires companies to have women serve on their boards. Most companies in our state have to have at least one woman serve on their boards of directors by the end of this year. By the end of 2021, they'll need three. It is not hard to find qualified women to serve on corporate boards. The issue is how to change the mindset of companies to create boards that value diverse perspectives and mindsets, thereby creating a more balanced corporate board. Companies need to be committed to looking beyond the traditional board criteria. 

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Master Class: Diversity and Inclusion Discussion

On October 29, 2019, at the Robert Half office in San Francisco, nearly 50 women gathered to hear a panel of highly accomplished professionals discuss diversity and inclusion (D&I) in the workplace. This engaging event attracted attendees who were interested in learning more about progress that is being made within organizations focusing on building positions and programs focused on diversity and inclusion. This Master Class event provided a forum to discuss the past, current and future diversity and inclusion efforts within organizations.

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Kathleen Nielsen, 2018 FWSF President, 2020 Distinguished FWSF Member of the Year

Continuing a tradition, the board nominated members both from the board and from the membership at large for this award. The announcement of the winner was made at the annual Holiday Party on December 4th. Congratulations to all the nominees and especially to the winner, Kathleen Nielsen.

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Embrace the Unexpected

On Friday, October 11th, Financial Women of San Francisco (FWSF) honored one of the Bay Area financial industry’s most inspiring leaders, Terri Kallsen, former executive vice president, Investor Services at Charles Schwab. FWSF’s 24th Annual Financial Woman of the Year event highlighted Terri Kallsen’s outstanding career and accomplishments. Terri exemplifies FWSF’s guiding principles: lead, mentor, inspire. She also shares FWSF’s passion for advancing the careers of women, demonstrated through her leadership as a successful woman in financial services. She mentors those looking to advance their career within financial services, with an emphasis on financial planning.

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