IWD Hands-On Roundtable Discussions Explore Women’s Financial and Career Issues

On March 7, at the FWSF International Women’s Day conference, participants broke into smaller groups to attend three of five roundtable discussions. These roundtables, led by well-known subject matter experts, focused on pressing topics facing women in finance today.

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Panel Discussion: Overcoming Obstacles and Sharing Success Stories

After the roundtable wrap-up, the concluding part of the program was an inspirational panel on Overcoming Obstacles and Sharing Success Stories. Moderated by Sheila Lewis, CEO of Ashton212, the panelists included Evelyn Dilsaver, an independent board director for multiple companies; Marc Doss, Regional Investment Officer, Wells Fargo Private Bank; Dr. Elizabeth Hillman, President of Mills College; and Nicole Sanchez, Founder & Managing Partner, Vaya Consulting.

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The Art (and Science) of Advancing Your Career

On Tuesday, February 19th, at the KPMG office, Financial Women of San Francisco (FWSF) hosted an event, The Art (and Science) of Advancing Your Career. Presented by Judson Walsh of Career Path Strategies, this career development event was all about the art and science of networking. Sixty attendees listened as Judson provided key insights, tips, and suggestions on how best to network and advance your career

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Member Profile: Laura Long

Meet Laura Long, Chief Financial Officer, Hanson Bridgett LLP and new member of FWSF.

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Economic Trends and Outlook for 2019 – Rally Return or Continued Caution?

On Wednesday January 23rd, at The City Club, Financial Women of San Francisco (FSWF) hosted Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc. at our annual economic outlook event, part of FWSF’s Industry Leadership Series. At this sold-out breakfast meeting, over 200 people listened as Jennifer Ellison, CFA, Principal, BOSInvest, asked Ms. Sonders about how economic conditions and market trends may impact individual, corporate and institutional investment strategies. Ms. Ellison prepared an excellent list of thought-provoking questions and at the end, several of the guests also asked challenging questions.

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Jessica Ross, Member of the Year 2018

At the holiday party, outgoing FWSF President Kathleen Nielsen announced that Jessica Ross, controller at Stitch Fix, had been voted FWSF’s Member of the Year. Jessica, a long-time board member and two-time FWSF scholarship winner, led our strategic planning team this past year. Here is some background on Jessica and her contributions to FWSF.

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January 2018 - President's Letter From Kathy Wheadon

I am honored to have been asked to lead Financial Women of SF this year. While serving on numerous committees and the FWSF Board during my 12 years of membership, I have come to love the mission of the organization and relish the relationships I have built through that work.

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“Disruptive Technologies in the Financial Services Industry” Are you feeling the change?

On November 13th, over 40 people attended the three-person panel at KPMG for a riveting discussion on technologies that are disrupting the financial services industry. The panelists spoke about their respective topics while answering questions from the engaged audience. The underlying theme throughout our discussion was that technology is bridging a gap and paving the way for a changed landscape in the financial services industry. How does this apply to your personal career and your company?

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Path to the Board: Let’s Hear from Some VPs (and Past Presidents)

This is the last of three Path to the Board articles (miss the earlier ones? See the articles below: Path to the Board: First Step ─ Maximize Your Membership by Joining a Committee and Path to the Board: Co-Chairs Speak Out). In this article, Connections got input from three VPs who have been involved with FWSF for a number of years: Shelby Duncan, VP Technology and Infrastructure, Anne Chambers, VP Fundraising, and Paige Venable, Immediate Past President. VPs have a few committees in their portfolios. Eventually, some of the VPs become officers of the board (Anne and Paige have both served as president.)

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Three Industry Leaders Share Wisdom on Navigating Your Career Journey in the Digital Age

On Wednesday, November 7th, FWSF hosted an insightful and engaging industry leadership panel at the UC Berkeley Haas School of Business. Panelists included LENDonate CEO and Founder Vivienne Hsu, Hewlett Packard 3-D Printing Global Head Michelle Bockman, and Brown and Caldwell CFO Amy Fairbank. Nerdwallet Senior Associate of Business Operations Blakely Larson was a stimulating moderator. FWSF VP of Programs Sue Mazzetti welcomed everyone with inspiring remarks and news about upcoming events.

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Path to the Board: Co-Chairs Speak Out

In our last article, Path to the Board: First Step ─ Maximize Your Membership by Joining a Committee, current FWSF committee members talked about why they participate in an FWSF committee, or as Shay Phillips (Diversity and Inclusion Committee) said, “I love volunteering at the larger events and networking within the organization, and, of course, having an opportunity to mentor young women. These opportunities have allowed me to gain new experiences, give back, help others, and create lifelong relationships and great connections with some truly phenomenal women in the Bay Area.”

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Path to the Board: First Step ─ Maximize Your Membership by Joining a Committee

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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Member Profile: Cameo L. Roberson

Meet Cameo L. Roberson, Principal & Financial Advisor at Atlas Park Consulting & Finance and new member of FWSF.

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Rememberig Lew Hollerbach

FWSF is sorry to announce that a longtime FWSF partner, Lew Hollerbach, passed away in late September. Lew’s involvement with FWSF goes back many years, and he was instrumental in numerous technology upgrades as well as site improvements.

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"Celebrating the Financial Women of San Francisco: Music, Art and Wine" Endowment Event a Stellar Success

On October 4th, over 100 people gathered at the Salesforce East building for FWSF's annual endowment auction event that featured live jazz, wonderful auction items, catered appetizers and premium wines. Thanks to co-chairs Mona Ahmadi and Bill Haraf, endowment committee members, and numerous other FWSF members who contributed donations and their hard work to bring it all together.

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