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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Meet a Member Monday: Summer Salisbury

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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Meet a Member Monday: Kristina Keck

Meet Kristina Keck, practice leader for the Retirement Plan team at Woodruff Sawyer

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Meet a Member Monday: Sandra Wasicek

Meet Sandra Wasicek. She is the co-founder of Zorro Wealth, a Wealthtech startup dedicated to empowering female investors and promoting equity in the financial market.

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A 2023 Holiday Celebration

At our 2023 holiday event we gathered for a celebration to meet new board members, old and new friends and potential members.

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FWSF Member, and President Elect Sue English Mazzetti of Quorum Private Wealth Named "Partner Firm of the Year"

Volunteer work in community results in donation to Financial Women of San Francisco. ANVILLE, Calif., Nov. 15, 2023 /PRNewswire/ -- Quorum Private Wealth (Quorum), a wealth management firm and independent advisor representative partner of Sanctuary Wealth, LLC (Sanctuary), an SEC Registered Investment Advisor (RIA), today announced their recent sweep of awards and naming to multiple lists of top financial advisors and fast-growing companies in national and industry publications. Mike Barry, CPFA, C(k)P®, CIMA®, Kelly Milligan, CPWA®, CRPC®, C(k)P®, CPFA, Sue English Mazzetti, CPFA, CRPC®, and Melissa Yue, CFP®, founded Quorum in 2021. The experienced and highly collaborative group of partners have made great strides in the few short years they have been an independent firm.

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FHLBank San Francisco’s Teresa Bryce Bazemore Accepts “2023 Financial Woman of the Year” Award, Talks Professional and Leadership Journey

Teresa Bryce Bazemore, president and CEO of Federal Home Loan Bank of San Francisco (FHLBank San Francisco), accepted the “2023 Financial Woman of the Year” award from Financial Women of San Francisco on Tuesday, Nov. 7. Announced in April this year, the honor was formally bestowed at a luncheon at the Hyatt Regency Embarcadero, and the event provided an opportunity for Bazemore to share her professional journey and leadership perspectives in a fireside chat with guest moderator Nandita Bakhshi, a special advisor and board member at BMO Financial Group and the former CEO of Bank of the West.

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Catalysts of Change: Success Stories from Women Pioneering Corporate Boardrooms

On October 25, 2023, Financial Women of San Francisco, together with AllRise and KPMG LLP, hosted a panel discussion on empowering the corporate boardrooms, with influential women directors sharing their perspectives on serving on boards. The event took place at the KPMG offices located in downtown San Francisco and was very well attended by women from all over the Bay Area.

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Real Estate Leadership and Outlook Event: Technological Impact on Markets, Operations, and Careers

Financial Women of San Francisco co-hosted the event with the Commercial Real Estate Women (CREW) – East Bay and partnered with St. Mary's College of California School of Economics and Business Administration (SEBA) and the SEBA Finance and Economics Clubs.

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Highlights of Virtual Event: Unveiling Imposter Phenomena

On October 19, 2023, the Financial Women of San Francisco hosted a virtual event with a panel discussion on "Unveiling Imposter Phenomena.” The event's moderator, Charity Hall, a skilled finance professional with diverse experience in financial services, accounting, and technology, led a panel of accomplished individuals in a discussion about the Imposter Phenomenon.

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Congratulations to Our 2023 Scholarship Winners!

On Friday, June 2nd, FWSF hosted the 2023 Scholarship Luncheon and Award Ceremony. About 130 guests gathered at the City Club of San Francisco to meet and congratulate the Financial Women of San Francisco’s 2023 scholarship recipients

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Integrating DEI&B and Workplace Wellness

On May 18, 2023, the Financial Women of San Francisco hosted a panel discussion on Integrating DEI&B and Workplace Wellness, at the Wells Fargo “Penthouse” located in downtown San Francisco.

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Highlights of Demystifying ESG vs Impact Investing Panel Discussion

The event's moderator, Kristin MacLaggan, Director and Global Talent Lead for ETF & Index Investing at BlackRock, led a distinguished panel that included Jessica Huang, Managing Director and Head of Americas Sustainable Investing Solutions at BlackRock, Mandira Reddy, Director at Capricorn Investment Group, and Melissa Maquilan Radic, Managing Director of Investor Relations & Capital Markets at IMPACT Community Capital.

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Master Class: Lessons in Leadership Event Recap

Our 2023 Master Class: Lessons in Leadership event, held at the Salesforce Tower on June 7 in San Francisco, featured moderator Melissa Maquilan Radic (Managing Director Investor Relations & Capital Markets and IMPACT Community Capital) and panelists: Alice Cho, (Co-founder of AllRise San Francisco and Senior Advisor, Boston Consulting Group), Alana Knowles, (VP & Controller, Chevron), and Sonja Velez, (CFO, The San Francisco Foundation).

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Highlights of International Women's Day March 8, 2023 Celebration

What a gift to be in the company of hundreds of women, having small and big talks, and hearing inspirational stories from women leaders and pioneers in society! Nothing can be more inspiring and celebrating for me as a woman on International Women's Day, which for sure is for many other women there as well. A big thank you to FWSF, the Wharton School and Eisner Amper for sponsoring this event!

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Spring 2023 Update on Partnership with Rock The Street to Promote Financial Literacy

This Spring FWSF volunteers, in partnership with Rock The Street, Wall Street (RTS), have been mentoring high school students on potential careers, resume writing, used of LinkedIn, internships and preparation for college applications at Woodside High School, Woodside, CA.

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