Serving San Francisco and the East Bay

Past Event Highlights

If you missed any of FWSF’s women-in-finance events in San Francisco or the East Bay, click on the links below for event highlights.

Our signature events include the FWSF Financial Woman or the Year luncheon and scholarship awards ceremony.

To get more involved, see our list of upcoming events.

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Master Class – Lessons in Leadership

On May 16, 2018, Barbara Morrison (founder & president, TMC Financing), Debbie Clifford (VP, Financial Planning & Analysis, Autodesk), and Terri Kallsen (EVP, Investor Services, Charles Schwab) shared best practices, personal stories, insights, and essential lessons, which aimed to help us re-launch and energize our leadership skills. FWSF Past President Paige Venable (managing director, Risk Consulting, KPMG) moderated the panel. On May 16, 2018, Barbara Morrison (founder & president, TMC Financing), Debbie Clifford (VP, Financial Planning & Analysis, Autodesk), and Terri Kallsen (EVP, Investor Services, Charles Schwab) shared best practices, personal stories, insights, and essential lessons, which aimed to help us re-launch and energize our leadership skills. FWSF Past President Paige Venable (managing director, Risk Consulting, KPMG) moderated the panel.

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Are You An Ally? The Art of Allyship: How Leaders Create Inclusive Cultures by Calling Others In

We are pleased to announce a new thought leadership program to support women in finance and financial services. With the caliber of FWSF’s members, FWSF can be a strong voice on women’s career issues in the financial press, in various industry-specific publications, and of course, through social media. We encourage all members to participate in our LinkedIn group and our Facebook page. Check out our daily posts and LIKE and SHARE. Let’s build a community.

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New Winds in the Financial Services Industry: Legal, Regulatory and Technology Developments and the Road Ahead

Financial Women of San Francisco (FWSF) co-hosted this annual industry leadership event on March 13 with the San Francisco Bank Attorneys Association and the Financial Institutions Committee of the California Lawyers Association. Despite challenging weather conditions, approximately 130 people attended this program, held once again at the Federal Reserve Bank of San Francisco. Attendees included a mix of lawyers and other financial services industry professionals. Networking before the event and during the break provided a chance to exchange perspectives on the topics covered and to make new connections.

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FWSF’s First Annual International Women’s Day Event was a Sellout and a Success!

True to the IWD tagline, #PressforProgress, over 100 women gathered the afternoon of March 8 at Golden Gate University to explore the challenges that women face in their careers, especially in finance…and discuss ways to overcome the inevitable obstacles we face. The afternoon was kicked off with a fireside chat with Carrie Schwab-Pomerantz, chair and president, Charles Schwab Foundation. Debbie Messemer, Carrie’s long-time professional friend and managing partner, KPMG Bay Area Market, chatted with her in a capable and warm interview. Carrie shared her career experiences and some great advice for women in financial businesses. She cautioned us to make sure that our values are aligned with the company where we work—great advice in this day and age!

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FWSF Hosts Lively Debate on Active vs. Passive Investing

On Thursday, February 15th, FWSF hosted a lively East Bay Industry Leadership Series event on the debate between active and passive investing. The event was held over breakfast at the offices of Robert Half in Oakland. The debate featured Blackrock Smart Beta Senior Strategist Holly Framsted representing the passive side, and Dodge & Cox Client Portfolio Manager Hallie Marshall representing the active side. FWSF Board Member and VP of Programs Sue Mazzetti moderated the debate, and East Bay Co-Chair Minako Steel provided inspiring opening remarks, sharing her personal journey with FWSF and how the event related to FWSF’s mission.

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