Past event highlights

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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February 2025 - President's letter

For the first time in FWSF’s history, a former scholarship recipient will lead the organization. This milestone is a testament to the transformative power of FWSF, which invests in women’s futures and empowers them to rise, lead, and give back.

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2025 Kickoff Social in the East Bay

On January 30, FWSF and friends rang in 2025 at Buon Vino with wine and light refreshments. The fun continued with many staying for game night with a new twist on Bingo—Singo—where you listen for songs instead of letters/numbers.

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MEMBER TIP: Ease tax prep — make a shopping list

We all can get overwhelmed with the looming tax deadline.  What if there was a different way to approach the deadline and reduce the stress on our shoulders.

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Meet a Member Monday: Michelle Espejo

Meet Michelle Espejo, a Financial Services Recruiting Manager at Robert Half, specializing in permanent placements within the asset and wealth management industry here in the Bay Area.

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Annual Meeting and Holiday Party

FWSF ended 2024 with our Annual Meeting and Holiday Party on December 11 at Aprio in San Francisco. It was a great opportunity for members and guests to conclude the year by mixing and mingling in a warm atmosphere with tasty refreshments.

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Meet a Member Monday - Han Lee

Meet Han Lee is a Senior Manager, Audit & Assurance Services at Grant Thornton LLP. She lives in the East Bay area and a proud mother of two wonderful children.

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Financial Woman of the Year Recap

On Wednesday, September 18, FWSF hosted a successful Financial Woman of the Year Award Program and Luncheon that honored Lisa Pantages, CFO of the San Francisco Giants, as our 2024 Financial Woman of the Year. Pleas scroll down for event photos.

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Meet a Member Monday: Kim Crosslin

Meet Kim Crosslin, a Commercial Banking Leader at Wells Fargo Technology Banking. She believes that we need more women with a seat at the table, and FWSF helps advance this mission.

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Congratulations to our 2024 Scholarship Winners

On Thursday, June 6th, FWSF hosted the 2024 Scholarship Awards Celebration. Guests gathered at Wharton San Francisco to meet and congratulate the Financial Women of San Francisco’s 2024 scholarship recipients.

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Be the Change You Want to See in the World

On Thursday, May 16, 2024 FWSF held our signature “Master Class: Lessons in Leadership” event featuring a panel of distinguished women leaders in the technology industry: Irina Berkon (CFO and Board Member of Metallicus), Shannon Nash (CFO of Nash, an Alphabet company), and Shannon Power (CFO of Scope AR), moderated by Liz Fisher (certified health coach and former FWSF Board Member).

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Driving Change: Financial Literacy Equity Inclusion

On the 18th of April 2024, the “Advancing Women into Financial Power,” event was held at FHL Bank in San Francisco. This Diversity, Equity, Inclusion, and Belonging event featured moderator Rekha Gurnani Chowdhury (HR, DEI&B, Pay Transparency & Pay Equity Expert and Wharton MBA), in conversation with panelists: Lisha Bell (Economic Opportunity Manager, Podcast Host, PayPal, and Co-Founder, BLXVC), Cassandra Cummings (Wealth & Investment Strategist, Digital Finance Influencer, Founder, Author, and Speaker) and Joann Lee Wagner (VP of People Operations, Common Future).

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FWSF in Collaboration with Rock the Street Wall Street’s Financial Literacy Program

Anne Chambers, Kim Scala, Lyssa Grimaldo, and Jennifer Lin represented FWSF in collaboration with Rock the Street Wall Street’s financial literacy program.

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Meet a Member Monday: Sunitha Anand

Meet Sunitha Anand. In 2023, she established AddsVal, a professional services firm offering Fractional CFO Solutions to startups and small to mid-sized businesses.

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Regulatory Outlook for Fintech and Banking, June 18, 2024

On June 18, FWSF held a “Regulatory Outlook for Fintech and Banking” event featuring Michele Alt, Partner and co-founder of the Klaros Group, which advises banks and fintechs on complex regulatory issues related to U.S. licensing and business plans.

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Meet a Member Monday: Maria Castel

Meet Maria Castel. She started her career in Finance at Roberson Stephens Investment Bank in San Francisco and made her way back after working and living abroad in London at JPMorgan. Some highlights include Barclays Global Investors - Client Services, transitioning into Risk Management at Mitsubishi UFJ (MUFG), and completing the acquisition of MUFG Union Bank by US Bank.

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