2024 WSE Fifth Session: A Focus on Managing Stakeholders

July 31, 2024

The fifth Wall Street Exchange session of 2024 featured special guest Tali de Assis, a consultant for the FWA’s President’s Circle Firm, New York Life. Tali is a consultant for Hemsley Fraser, one of the world’s Top 20 companies for leadership development, digital content and training outsourcing.

After an introduction from WSE Co-Chair Gerri Bostick, Tali kicked off the session with an overview of stakeholder management. The first step was to provide clear definitions of stakeholders and stakeholder engagement. She then took a poll asking the interns to identify their biggest challenge managing their stakeholders. The results showed two topics: understanding their needs and expectations and building and maintaining relationships with them.


Tali then shifted to the four proven steps for managing and engaging them which included first identifying who they are. She provided a visual to help the interns think through this step and develop their own circle of stakeholders. The group then went into smaller breakout sessions to identify and discuss their relationships with their current stakeholders.


The interns were then shown an example of how to contract with stakeholders and create a communication plan which included action steps. The final part of the session was a discussion of stakeholder engagement principles which included consulting early and often, understanding what success looks like, and learning from challenges. Tali ended the session by giving the interns a stakeholder blueprint with some key steps and recommendations for them to follow. It included an action plan to help them record what they are already doing that’s working as well as how they can be more effective with their individual contributors.


On behalf of the FWA, the Co-Chairs and the WSE Committee extend their sincere thanks and appreciation to Tali de Assis and the company sponsor, New York Life, for their longstanding support and generosity to the interns and the Wall Street Exchange Program.


Click here to learn more about the Wall Street Exchange program. For questions about the program, please contact Kelsie Piersaint, the FWA’s Next-Gen Educational Programs Manager.

November 20, 2025
FWA–Baruch College Mentoring Program Spotlight Adelisa Music is a rising star with a bright future in finance. A college student at Baruch, she’s built her success through focus, resilience, and a willingness to keep learning. Along the way, the Financial Women’s Association’s Mentoring Program at Baruch College added another dimension to her journey, giving her the guidance and confidence to take her ambitions even further. “My experience with the FWA Baruch College Mentoring Program was more than transformative,” Adelisa says. “It served as a guide and support throughout college, introducing me to people and opportunities that opened doors I didn’t know existed and helped me learn more about my strengths and weaknesses.”
October 24, 2025
On Tuesday, October 21, 2025, the Financial Women's Association's Annual Summit: Disrupting Wall Street highlighted how disruption is touching every aspect of our industry - from our cities and workplaces to the global economy. From Kathryn Wylde's call to rebuild public-private partnerships to Rick Rieder's global outlook, we were reminded that we're living through a new kind of industrial revolution. Every session pushed us to think bigger. We began with a powerful keynote from Kathryn Wylde who reminded us of the urgent need to revive public–private partnerships, particularly amid uncertainty in our own city. Conversations in following panels turned to the adoption of AI within individual firms, and considered how it is changing how we work on a day-to-day basis, fundamental aspects of our organizational structures and how they operate, and wider macro implications of advances in technology which will foundationally impact employment and education. Many speakers addressed the fact that we will need to learn to manage the masses of data at our disposal and the various implications of its usage. We are seeing the rise of the sophisticated retail investor in the markets, and increased discussions about the role of private credit markets. Here in NYC, we are known as the hub for Fintech and second only to Silicon Valley in venture capital. There is a revolution going on here too from increased investment in helping people to build financial resiliency or the disruption of the ecosystem to bring more capital to female or mixed gender led businesses. The enormity of the upcoming wealth transfer to women will only exacerbate this change. Yet amid all the talk of advances in technology and continued innovation, one key message came through clearly: the human component remains front and center. Leaders shared the value they place in collaboration and networking, and numerous speakers emphasized the concept of trust, whether it is between private and public partnerships, the ability of leaders to support their employees as AI is adopted within their firms, the relationships with regulators, or the acceleration of Fintech. Culture and behavior are also key; many of our speakers talked about experimentation, democratization, and staying curious. They reminded us not to be afraid of change and to seek out others to learn from. While some of these things may at times feel daunting, it can also be a time of exhilaration. We at the FWA are excited to be a part of your journey through all of this - supporting our members as they navigate and shape the future of finance. Thank you to our incredible host, Amazon Web Services (AWS), our Summit Sponsors Korn Ferry, Trianz, Concierto, and N-iX, our Promotional Partners Al NYC, TechWalk NYC, and This Week in Fintech, and our event organizers, the FWA Annual Summit and Fintech Committees. To every speaker, attendee, and committee member who helped make the day unforgettable, thank you for showing up ready to learn, share, and make an impact.
October 9, 2025
We invite you to join us as a delegate for our upcoming International Business Conference (IBC) , which will be held in Abu Dhabi and Dubai on April 19-24, 2026 . This event will provide members with career-enhancing insights and create a unique opportunity to connect with influential leaders abroad. Join us to: Explore new developments in finance, investment, and sustainability in the UAE Develop an understanding of the UAE’s role in global markets and sovereign wealth investment Gain insights into innovation, fintech, and energy transition Engage in discussions about best practices in corporate governance, diversity, and leadership Build your professional network through direct access to regional and global business leaders Click here to learn more!
October 2, 2025
What happens when a setback sparks a calling? For Hermina “Nina” Batson, walking away from electrical engineering wasn’t the end of her high school dream; it was the start of a fearless career in financial services—one built on integrity, courage, resilience, fortitude, determination, and a strong commitment to giving back. The daughter of Panamanian parents, Nina grew up on Long Island. At Hofstra University, she took steps to create opportunities for every student to feel included and have the chance to succeed. “Every student must have the opportunity to be successful, even if they don’t know how,” she says, a belief that continues to guide her. Long before Nina became a corporate leader, she taught financial literacy to underserved individuals in the communities she served, helping them understand the basics of money management and find pathways to independence. Mentoring, in one form or another, has always been part of her story.
More Posts