If you missed any of FWSF’s women-in-finance events in San Francisco or the East Bay, click the links below for event highlights.
Our signature events include the FWSF Financial Woman of the Year luncheon and scholarship awards ceremony.
To get more involved, see our list of upcoming events.
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You likely check this regularly for clients. But have you checked your own this year? Are you on track to capture your full employer match? Are you maximizing contributions if that’s a goal for you? The contribution limit for 2025 is $23,000 ($30,500 if you are age 50 or older).
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In California, fire season officially starts June 1st but as anyone who resides in California knows, our fire season is all year long now. I am sure that you are aware of the physical steps that you can take to harden your home, but have you considered what steps you should take now to make your homeowner’s insurance work best for you? Here are some tips:
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Whether you're the sole provider or part of a dual-income household, your income likely funds essential needs: mortgage or rent, childcare, tuition, retirement savings, and more. Life insurance ensures your family or loved ones can maintain their lifestyle if you’re no longer here to provide for them.
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June 28th is national insurance awareness day, and there are many forms of insurance available, offering protection for everything from our health, vehicles, and homes, to even our pets and travel plans. Insurance provides peace of mind, which should something unexpected happen there is financial support needed to manage that risk.
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On Wednesday the 21st of May 2025 the Financial Women of San Francisco in partnership with the Financial Women of New York, hosted a webinar regarding tariffs, clarifying what has been announced and paused and what is currently implemented.
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On Wednesday the 28th of May, Financial Women of San Francisco, hosted the 2025 Scholarship Awards Luncheon, at the University of San Francisco, to honor three graduate and six undergraduate recipients.
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On Tuesday the 13th of May, New York Life Insurance hosted Financial Women of San Francisco for the “Master Class: Lessons in Leadership,” facilitated by Ramya Durga Krishnaganth, Founder & Managing Partner, Uvid Consulting; with a panel featuring Julianne Averill, Managing Director, Danforth Advisors, Ashley Fieglein Johnson, President and CFO, Planet, and Kristina Hentschel, CFO & COO, Bay Grove.
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The job market has evolved—and so has your experience. If you're reentering the workforce after a layoff or career pause, or simply curious about what else is out there, it’s okay to feel uncertain.
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From FWSF scholarship recipient to president—and now, one of the Most Influential Women in Bay Area Business. Her story is a testament to what’s possible when women are supported through mentorship, community, and meaningful opportunity. Mona was honored on May 8th, in a celebration honoring the Most Influential Women in Bay Area Business.
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Wenjun Xu currently is a Finance Lead at Granite Construction, supporting both the Investor Relations and Treasury Strategy teams. I began my career as an Equity Research Associate covering the U.S. infrastructure sector, and I’m now in my final year of the Evening & Weekend MBA program at UC Berkeley.
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Louise brings over 20 years of experience to the table, blending a background in both audit and tax with nearly a decade in public and private accounting—including time at small firms, regional leaders, and one of the Big Four. For the past 13 years, she’s successfully led her own practice, helping clients see beyond the numbers to the real opportunities and challenges underneath.
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With constant media alerts about layoffs in government, stock market instability and tariff threats it is sometimes difficult to take a step back and actually assess what is happening. In late April 2025 the US Bureau of Economic Analysis released data that the US economy contracted in the first quarter (January to March 2025), by approximately 0.3%, seasonally adjusted, indicating negative growth of 0.3%. This net negative GDP was due partially to a surge of imports to the US as businesses and consumers ordered in advance of tariffs and government spending is also down.
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We are kicking off the first event of the series on May 22nd with a golf swing instruction hour at the beautiful Presidio golf course driving range in San Francisco.
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In April, we read and discussed The Algebra of Wealth by Scott Galloway. Here are some of our takeaways:
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On 25 March 2025, Bain & Co. hosted an in person and zoom simulcast panel regarding payment trends, risks and opportunities, featuring facilitator Erin McCune of Bain & Co, with Lisa Shields of FISPAN, Marg Riley of the Federal Reserve SF, Rachel Pike of Modern Treasury, Kalyeni Iyer of SardineAI, and Veronica Fernandez of Visa.
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