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.
This is the last of three Path to the Board articles (miss the earlier ones? Check them out: Path to the Board: First Step ─ Maximize Your Membership by Joining a Committee and Path to the Board: Co-Chairs Speak Out). We’ve heard from various committee members and co-chairs about why they are involved with the organization. Scholarship Committee Co-Chair Tamarra L. Brown said it best: “Being part of the board is an opportunity to see the hard work of many dedicated members to make FWSF possible. Board members are supportive and active in all aspects of FWSF.”
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In our allyship with the women of color in the financial services industry and our membership, we are finishing out 2020 with a series of member interviews aimed at giving us a glimpse into their career journeys, spotlighting their challenges and successes. We hope this series will help provide insight into ways that we can all better stand together and be a strong support system to one another. We proudly present our second interview with Kim Pugh, Vice President (2021 President-Elect) and Founder and Principal of YurPath Solutions. Enjoy.
Read more2020 is a year none of us will soon forget. With its significant challenges, it also brought some incredible gifts. Our organization was able to achieve so much, moving so much connection and programming online, and we continue to grow. While continuing to make a difference in the lives of so many professional women in (and pursuing) financial careers, we also welcomed new members.
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The path to the FWSF board starts with raising your hand and volunteering for a committee (see info at end of the article about whom to contact). After gaining experience about the inner-workings of the organization on a committee, the next step is a board position as a committee co-chair. Your co-chair role would most likely be related to the committee(s) for which you initially volunteered. Each year the board Nominating Committee meets to consider the next year’s board and major factors driving the nominations are a member’s interests and contributions as a committee member. Board co-chairs then lead the committees and serve a two-year term.
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In our allyship with the women of color in the financial services industry and our membership, we are finishing out 2020 with a series of member interviews aimed at giving us a glimpse into their career journeys, spotlighting their challenges and successes. We hope this series will help provide insight into ways that we can all better stand together and be a strong support system to one another. Our first interview is with our very own Olivia Barbee, 2020 President of FWSF, and a Marketing Programs Manager at Wells Fargo Bank.
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Have you been curious about how you can get more involved in FWSF? Or maybe you want to deepen your relationships with other members? Or perhaps you want to increase your efforts to give back? Have you considered what it would be like to join a committee, especially if you are new to the organization? To new members, joining the FWSF committees or board might seem a bit of a mystery, but in fact, it’s very simple.
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Despite the pandemic requiring the event be changed from an in-person fundraiser, to a virtually attended video production, Newsom reminded the Financial Women of San Francisco how important it is to celebrate these achievements because "across the globe research shows that when you empower women with access to education, economic opportunities and decision making, whole families and communities are lifted up."
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In honor of his late wife and active FWSF member Lela Jahn, Don Bayer has generously donated $10,000 through the Lela Jahn “Make a Difference Challenge” scholarship for the fifth consecutive year. Each year since Lela’s passing in 2015, the scholarship has been given to a student with a career goal that positively impacts the world. It is hoped that using her time, talents and creativity, the grant winner will come up with novel approaches that prove to be an inspiring example for others.
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As we celebrate the 100th anniversary of the passage of the 19th Amendment that guarantees and protects women's constitutional right to vote, we not only have the opportunity to commemorate this incredible milestone at FWSF, but also to honor other milestones for women that it has since inspired and to consider its relevance to the issues of equal rights and gender parity today.
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Michelle Alberda, a financial planner for the past 20 years and head of a woman-owned business with offices in San Francisco and North Carolina, has relied on her long-time membership in the Financial Women of San Francisco to support her success through learning and connecting with likeminded women.
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When Lela Jahn passed away in 2015, she left FWSF with an incredible gift—a fund to challenge women to make a meaningful difference in other women’s lives. For the fifth consecutive year, FWSF will be announcing a $10,000 award to an FWSF scholarship recipient.
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On Thursday, March 5th, Financial Women of San Francisco (FWSF) held a sold-out International Women's Day event at the Wharton School, where over 150 people, mostly women, received valuable insights from executives and leaders in the Bay Area's business and financial community.
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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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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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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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