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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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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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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Meet Vicki Cocchiarella, Sr. Manager, Strategic Sourcing, Workplace at Uber Technologies, Inc.
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On September 18th, Financial Women San Francisco, in a joint event with the San Francisco Bank Attorneys, hosted Sara Holtz, podcast producer and host of “Advice to My Younger Me.” For the past three years, Sara has been speaking to very successful women from all sorts of backgrounds – business and technology executives, journalists, academics, lawyers, authors, coaches and consultants – about what they wished they had known earlier in their careers. One of the consistent themes is the need to take risks.
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On July 10, 2019, Financial Women of San Francisco (FWSF) hosted an industry leadership event at the Federal Reserve Bank (FRB) of San Francisco. The sold-out event, held in the Janet Yellen Conference room, featured speaker Liz Laderman, senior outreach economist, FRB of San Francisco, and Cindy Li, manager, Country Analysis Unit, FRB of San Francisco. who gave insights into current economic trends in the U.S. and Asia, respectively.
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The scholarship mentoring program pairs each scholarship recipient with a personal mentor. Each mentoring relationship is unique and customized to the needs of the mentee and mentor involved depending on their goals. The structured mentoring program lasts for one year beginning with the receipt of the scholarship award. There are typically two to three fun group events such as a luncheon, or most recently a session with a personal branding coach on fashion for the workplace. Some mentees and mentors continue to keep in touch for months or years after the first mentoring year.
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On Tuesday, June 25, over 150 attendees gathered to attend FWSF’s master class on Digital Finance Technologies. The event was sponsored by Oracle and held at Uber. Leading Bay Area finance leaders from Oracle, Salesforce, and Uber discussed how AI, machine learning, chatbots, and other emerging technologies are reshaping the finance function for our digital future. They spoke about automating high-volume, high-transaction processes such as procurement, expense processing, and accounts payable; as well as how these emerging technologies can augment the decision-making process in strategic finance processes such as planning, forecasting, and strategic modeling.
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On Friday, June 7, over 200 guests came together at the City Club to honor Financial Women San Francisco’s (FWSF) 2019 scholarship recipients. Since the scholarship program began over 30 years ago, FWSF has awarded over $2.5 million to over 300 deserving women. This year FWSF awarded $10,000 to seven undergraduates and $15,000 to six graduate students. In addition to the scholarship itself, each winner is paired with a mentor and receives a three-year FWSF membership.
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Stress is indisputable and self-imposed. It is important to be aware of the thoughts surrounding stress in order to reframe it for a desired action. On Wednesday, May 15th, Amy Sanchez, MBA, an executive coach, led the workshop in Managing Stress to Optimize Success and facilitated a discussion exploring stress, values and actionable changes.
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Meet Kirsten Muetzel, director at the Federal Reserve Bank of San Francisco
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On Tuesday, May 7th, at the Grant Thornton office in San Francisco, over 50 women gathered to hear words of wisdom from esteemed female role models in the Bay Area. This exciting event attracted many non-members who were interested in learning more about leadership and development from FWSF. The FWSF Programs Chair, Sue Mazzetti, provided a wonderful overview of our organization to these visitors — many of whom had never before attended a FWSF event!
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On March 12, nearly 200 people attended this annual industry leadership event to hear a panel of distinguished financial services experts discuss legal, regulatory and technology developments impacting the financial services industry, fintech charters, cybersecurity challenges, new developments in payments, and the outlook on regulatory tailoring. Held once again at the Federal Reserve Bank of Francisco, Financial Women of San Francisco (FWSF) was a co-host with the San Francisco Bank Attorneys Association and the Financial Institutions Committee of the California Lawyers Association.
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Meet Eileen McPeake, Principal & COO, McPeake & Company LLC and new member of FWSF.
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“This year, the International Women’s Day theme is #BalanceForBetter — and it couldn’t come at a better time, when we are striving to rise above pay inequity, gender harassment, and other limiting factors.”— Kathy Wheadon, FWSF President Those rousing words from Financial Women of San Francisco (FWSF) President Kathy Wheadon helped kick off the 2019 International Women’s Day (IWD) event (co-sponsored by Wharton and CFA Society of San Francisco)and perfectly embodied the intentions of the sold-out gathering on March 7 at Wharton San Francisco.
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