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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On Thursday March 19, marketing maven Donna Bedford spoke to a group of 25 members and guests in the Walnut Creek offices of Burr Pilger Mayer. Members enjoyed networking and libations before Donna began her talk entitled “Brand Yourself! How to Differentiate Yourself and Stand Out in a Crowd.”
Read moreKim, a recent FWSF board member (Alliance Committee Chair), has been a member of FWSF since 2009. Her company, YurPath Solutions, helps B2B companies unearth customer and employee insights and develop the essential processes that lead to an improved customer experience and, ultimately, to increased revenue.
Read moreMickele, a new FWSF member and busy CPA, has a varied background in hands-on general accounting, audit, and an emphasis in tax preparation. A graduate of UC Santa Barbara, Mickele has worked at Bregante & Company LLC in San Francisco since July 2014, and prior to that, at L H Harris CPAs and Scott W. Smith CPAs.
Read moreSEC Commissioner Kara Stein spent an evening with an intimate group for a candid roundtable discussion on the issues facing the securities and financial services industries. Commissioner Stein expressed her desire to meet with women’s groups in the cities that she is traveling to — not just in the US, but globally — and stated that women often have a different view of the issues and regulations facing the industry and are under-represented in the discussion.
Read moreAbout 200 members and guests of FWSF, the Financial Planning Association, Society of California CPAs, the Association of Corporate Growth, and Schwab enjoyed a spirited discussion with Carrie Schwab-Pomerantz moderated by former FWSF President and financial planner extraordinaire Michelle Alberda.
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