Read more about the initiatives and goals set out by the United Nations including more about the 2016 theme for International Women’s Day of “Planet 50-50 by 2030: Step It Up for Gender Equality”
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Read more about the initiatives and goals set out by the United Nations including more about the 2016 theme for International Women’s Day of “Planet 50-50 by 2030: Step It Up for Gender Equality”
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On January 28th, 2016, Financial Women of San Francisco had the pleasure of hosting University of California President Janet Napolitano at a sold out event in which Napolitano shared her thoughts about the University of California and gave valuable insights into how she has achieved the many milestones in her remarkable career. The discussion was expertly moderated by Janet Reilly, host of “The Mix” on NBC.
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In early February the FWSF Board held their retreat in San Francisco. We were pleased to host two of the very dynamic Coaches from the Berkeley Executive Coaching Institute, CEO, Doy Charnsupharindr and COO, Susan Houlihan, who were invited by our President Darcy Illg to coach the Board on Story Building and specifically telling our own story and how it motivated us to be part of FWSF. Darcy herself volunteers at the Institute.
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Opportunities to present yourself occur every day. You start presenting when you walk out the door. Sharing ideas in public is essential to your success in life and business. Kristi Royce, CEO of KLR Consulting, shared with the FWSF East Bay group techniques to use now to make every opportunity a success.
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At the beginning of 2016, FWSF launched the Book Club as the first Interest Group. The Interest Groups were created to give members an opportunity to meet and form deeper relationships with women in the FWSF community. The organization is already made up of many professionals that care about seeing more women succeed in the finance industry, but there are a lot of other hobbies within the FWSF. There are women in the group that love the arts, the outdoors, cooking, or volunteering. Through the Interest Groups, FWSF hopes to bring these people together and allow them to share their experiences and interests with each other.
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On Sunday April 3, the FWSF's Mentorship Committee hosted a special docent-led tour of the Oscar de la Renta Retrospective at the de Young Museum to close out the mentoring year. At the Sold Out event, 20 of the FWSF mentees, mentors, and members networked while admiring Oscar de la Renta’s designs, which celebrated the best in women—beauty, optimism, and confidence.
Read moreMelissa Maquilan Radic, BlackRock, Institutional Client Relationship Manager- Insurance Channel. Favorite part of her job: Interacting with the CIO’s and investment teams at my client’s firms is my most favorite part of my job.
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Krystle Darby, Spott, Lucey & Wall, Inc. CPAs, CPA. Favorite part of her job: My favorite part of my job is that I am always learning something new.
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Crystal Valdez, Morgan Stanley, Consulting Group Analyst. Favorite part of her job: I enjoy working on client portfolios and financial plans. The absolute favorite part of my job is building a tailored investment plan for each client. Every client is different and has different investment needs so no two days are ever alike.
Read moreDiane R. Maurice, San Francisco Federal Reserve, Bank Supervision. Favorite part of her job: communication.
Read moreLaura McDowell, Charles Schwab, Regional Director, West - Charles Schwab Investment Management. Favorite part of her job: meeting with people and hearing their stories – how they got to where they are, how they work with their clients, how they view investing, and how they manage client expectations with the current market environment. Everyone has a different background and a different approach. Understanding clients’ backgrounds helps me build more meaningful relationships with them, and being open to different investment approaches allows me to be a better resource for their firm.
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Laura Martinez, Partner and Assurance Diversity Leader at PwC LLP and also a member of FWSF writes for Fortune. Her article entitled ‘Here’s How You Could be Jeopardizing Your Own Success’ published in the 11 January 2016 edition is an invaluable discussion about what she has learned about leadership over her career.
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Three FWSF scholarship recipients are giving back to FWSF by joining the 2016 Board. Shelby Duncan, FWSF Technology Committee Chair; Stephanie Hyde, FWSF Endowment Committee Chair; Alexis Babb, FWSF Membership Committee Chair.
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Lela Jahn died peacefully on 20 December 2015 from pancreatic cancer. She was the FWSF 2000 Financial Woman of the Year and a Board Member from 2001 to 2003, served on the Scholarship Committee from 2002 to 2015 and the Mentor Program for scholarship recipients from 2003 to 2015. Lela was a clear agent of change in the world. I believe she would especially like to be remembered as someone who sought to empower women from all walks of life with self-reliance and freedom of choice in their personal and professional lives.
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