A recent KPMG and Financial Women of San Francisco (FWSF) sponsored panel of business leaders delivered a clear message about how to boost inclusion and diversity in business: open, honest communication. Conversations, even if difficult, must happen more often to make significant progress in inclusion and diversity across Corporate America, said the panel.
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On September 19, in a presentation that was part of the Financial Women of San Francisco (FWSF) Leadership Series, Dr. Jing Zhang, managing director and the global head of Moody’s Analytics Research and Modeling Group, brought a different perspective to the quantitative analysis field, one that was focused on financial inclusion. Although quants have been blamed for some misdoings of the past, and are known for structuring products like Collateralized Debt Obligations (CDOs), which played a critical part in the last financial crisis, Dr. Zhang emphasized the field’s many positive contributions.
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Maya Angelou, the great American poet, memoirist and civil rights activist, once said, “If you get, give. If you learn, teach.” This statement is a reflection on the true spirit of the FWSF organization, which is exemplified in June each year when the organization awards scholarships to women pursuing a career in finance or a related field. Read about this wonderful event that took place on June 6, 2017, at the City Club of San Francisco.
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FWSF recognized its 2017 scholarship awardees at a luncheon on June 6, 2017, at the elegant City Club in the heart of San Francisco’s financial district. The stage was set with tables beautifully decorated with colorful floral arrangements and a fabulous luncheon, complete with decadent chocolate tortes. Scholarship Co-Chairs Shelby Duncan and Janeth Medina, both former scholarship recipients, very enthusiastically facilitated the event.
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On Thursday, June 22nd, Financial Women of San Francisco (FWSF) President Paige Venable went into the CBS KPIX news studio to record a segment for Bay Area Focus with news anchor Michelle Griego. Her one-on-one interview aired the following Sunday at 11 AM on KBCW.
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We’re proud to announce that five FWSF members have been honored in the past few months with awards. The San Francisco Business Times recognized Sarah Friar, Paige Venable and Tracy Teale in their 2017 Bay Area’s Most Influential Women special edition on April 28, 2017. They were also honored at a gala awards dinner on June 14, 2017. Laura Martinez and Kim Pugh were also honored by other professional organizations.
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Business crises have dominated the headlines this year for some of the largest businesses in America. From the drip-drip of ongoing coverage of Wells Fargo’s travails to United’s shocking treatment of a passenger and the missteps of Uber’s CEO, we’ve seen major companies struggle to deal effectively with crisis communications.
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FWSF has traditionally focused on gender diversity in the financial services, but at its March meeting, the Board adopted a broader initiative that expands the organization’s commitment to diversity and inclusion (D&I). A newly-formed D&I committee convened in June. Its first project is to assess who our members are currently, and to that end, it is developing a brief membership questionnaire. The D&I committee, a subcommittee of Membership, is looking for additional members who want to get in on the ground floor.
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Let’s network and share knowledge, connect with potential members and showcase the benefits of membership by actively engaging on FWSF’s social media platforms. We are working with our communications/PR team at Harden Partners to feature individual members on the FWSF Facebook, twitter and LinkedIn pages. We invite our members to participate—and at the same time build your own social media profile and connections.
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On Tuesday, April 4, FWSF held its first quarterly networking happy hour of 2017. In recent years, we went regularly to the Meridien. This year, we will be taking advantage of being in one of the most foodie and "drinkie" (I just coined that term) cities in the U.S. We will go to different bars in the city. So that people have an easy time getting there, we will try to find locations in the Financial District and around Market Street. This quarter we went to Palomino in SOMA. FWSF hosted the first four bottles of wine and some appetizers. (Sorry to those of you who left the early and didn't get these). The second quarterly networking happy hour was held June 13th at John Colins, 138 Minna Street. A fun evening was had by all.
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As a part of the Financial Women of San Francisco’s Industry Leadership Series, a speaker event titled “The Evolution of a Brand and How to Stay Relevant “was held June 21, 2017, at First Republic Bank in San Francisco. Helen Russell, co-founder and CEO of Equator Coffees & Teas in Marin County was the keynote speaker.
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FWSF was honored to host three successful role models who discussed their careers and leadership experiences at our Professional Development event on April 25th. Jennifer Webster (SVP Financial Planning & Analysis at McKesson), Laura Martinez (Partner, PwC Assurance) and Mary Rosai (SVP Investor Services Client Experience, Charles Schwab) shared best practices, personal stories and insights on how to build a successful career path.
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FWSF East Bay has been hosting a series of networking coffees throughout year. These highly informal, free events provide a fantastic opportunity to get to know other FWSF members, discuss work experiences and explore mutual business opportunities. Each attendee has the opportunity to introduce herself to the group, as well as share her thoughts on a topic of discussion.
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Buon Vino, meaning “good Wine”, is modeled after the wine shops in Italy – taste, bottle, cork and buy. This was the setting for an evening of collaboration, networking, philanthropy and FUN for 30 attendees at the FWSF East Bay “How to Navigate a Wine List and Tasting Tips from the Experts” event.
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