|Diana Merenda, Co-chair of the Entreprenuers committee, is quoted in the article, RFP Teams Adapt to Tougher Due Diligence, published by fundfire.com on November 27th. Diana shares her views on the RFP process.
View the article (subscription password required, free trial available)
"FWA's Leadership Council member Raleigh Mayer has just authored a timely piece on "Natural Networking: Chatting for Fun and Profit" for The Glass Hammer newsletter.
For specific advice and real-world techniques for making compelling connections, read on…"
|September - July 2013
|Diana Merenda, Co-chair of the Entreprenuers committee, provides the answer to the question, How Is Inst'l Client Service Evolving?, published by fundfire.com on September 5th. Diana shares her views on the increasing importance of "new media" as a tool for an integrated client service communications effort.
View the article (subscription password required, free trial available)
In August, Diana co-authored
the article: What value did you bring to your customer today?, published by SmartBusiness.com, August 28th. Her message is clear:
Great Client Service is "Smart Business". View the article
In July, Diana, was informed by the CFA Institute that she is now the proud holder of their new Claritas® Investment Certificate, CFA Institute ID #6916469. Diana participated in the CFA Institute's "pilot program" for this new designation.
|Pamela Packard, FWA Past President 1999-2000, and a board director at Brown Jordan International participated in a panel discussion on The Board as a Strategic Asset at a Forbes Insights and KPMG program: How Private Companies Fuel the US Economy held on May 22, 2013 at Forbes in New York City.
|The May 23 issue of Chronicle of Philanthropy highlights entrepreneur Maria Semple. The article reviews/highlights Maria's advice that is given in the organization's Fundraising Fundamentals podcast.
Read the article
Ami Kaplan, is featured in the article, "Deloitte executive and mother of 3 advises next generation of working women on path ahead" published in the New Jersey Star Ledger, May 12, 2013.
Read the article.
Shoya Zichy, latest book is now available!
Discover Your Unique Profile—and
Unlock Your Potential for Breakthrough Success
Readers of all personality types will find specific strategies to help them:
- Leverage their unique work-related strengths and beware of their potential blind spots.
- Define their ideal work environment and eliminate (or, at least, minimize) the stressors most likely to provoke exasperation or anger.
- Adjust smoothly to the workplace styles of others and avoid personality clashes.
- Choose the best words and communication approaches to get through to bosses, get along with team collaborators, and coach employees of different styles.
- Create a personal career roadmap complete with concrete steps for achieving their goals...and much more.
Shoya Zichy Seminar Leader & Career Coach and
Author: New Book: Personality Power Creator: Award-Winning Color Q Personality Model
Calvert CEO Barbara Krumsiek Receives Annual FWA Private Sector Award
Citation honors women leaders for their career achievements, leadership and professionalism
Alison A. Cornell, a resident of the Asbury Park area and Corporate Vice President and Chief Financial Officer for Covance Inc., a $2 billion drug development services company, has been named one of New Jersey's 2013 Best 50 Women in Business. The award recognizes the recipients for outstanding professional accomplishments, community involvement and advocacy for women.
View the Press Release
Since joining Covance in 2004, Alison has been a driving force in the evaluation and lowering of our company's cost structure, and her ability to recruit, develop and retain talent has significantly enhanced our finance bench strength companywide. In addition, she's demonstrated her commitment to women's advocacy by mentoring several senior women executives, helping them develop and execute their individual career plans; actively participating in the Financial Women's Association; and serving as executive sponsor to a maternal health program co-sponsored by the Covance Charitable Foundation and CARE Nepal and designed to help women in Nepal gain control of their reproductive health.
Alison Cornell, has been named as one of New Jersey's 2013 Best 50 Women in Business by NJBIZ for her outstanding contributions to the state of New Jersey, both in her industry and community. The Best 50 Women in Business awards program honors New Jersey’s most dynamic women in business that have been making headlines in their field.
Erika Walker, Vice President and Transaction Manager is one of the recipients of the BNY Mellon Star Awards.
The annual BNY Mellon Star Awards recognize outstanding employees from across the business and around the world. Star Award recipients exhibit excellence in their work and consistently demonstrate the company's values. This year, 57 individuals from the businesses and business partners groups are winners, including six individuals who are being recognized for supporting the company's priorities of Innovation, Community Partnership, and Diversity and Inclusion.
Sharon Lewis, co-chair of the FWA Membership Events Committee was recently selected as a founding member of the 23 person AARP Leadership Institute, a 13 month brain-trust charged with identifying and delivering innovative solutions to advancing the goals and mission of AARP.
Sharon is an independent marketing strategy and communications consultant. Sharon has launched five credit card products; played pivotal roles with three loyalty/continuity programs, uncovered new segmentation strategies for leading brands and generated millions of dollars in bottom line revenues through smart lead generation and activation. www.linkedin.com/in/sharonlewisnyc
BNY Mellon Names Karen Peetz President
FWA Member Karen Peetz, the FWA Women of the Year in 2010, Private Sector, is named president of the nation's largest custody bank. Karen's appointment that take effect Jan. 1 and she will report to BNY Mellon Chairman and CEO Gerald Hassell, who currently holds the president's post.
View the American Banker Article
FWA Board of Director and Vice President of Current Affairs/Education Karen Elinski, was recently named Head of Government Affairs at TIAA-CREF.
June Klein's new book hit #1 on Amazon USA and UK list for entrepreneurship, economics and new releases and received the elit award for literary excellence in general reference books. Paperback or ebook can be purchased at captivate.electronic-boardroom.com or tmv.com/Cybersecurity. "Ready, Aim Captivate: How to Put Magic in your Message and a Fortune in your Future" includes June's process and recommendations for your cyber security, 5th estate megatrend and mobile payment platforms. June is CEO Technology & Marketing Ventures, Inc., implementor of Electronic-BoardroomTMVi(r) solutions and Director of Paythru Ltd.
Calvert Investments' CEO Barbara Krumsiek Awarded 2012 Botwinick Prize in Business Ethics at the
Columbia Business School. The Award Recognizes Calvert's Historic Leadership in Sustainable Investing.
The Botwinick Prize is an annual award recognizing an outstanding leader who exhibits the highest standard of ethical conduct in business or the professions.
View the Article
Nicole Sanford – a partner of Deloitte -- was appointed to the John L. Weinberg Center for Corporate Governance, Lerner College of Business & Economics,
University of Delaware new Advisory Board for the Center.
View Press Release
Lisa Mezzetti – a partner of Cohen Milstein Sellers & Toll PLLC and a member of FWA’s Leadership Committee -- received the 2012 Corporate Affiliate Award from the National Association of State Treasurers (NAST) on September 11 during its Annual Conference held in Anchorage, Alaska. The Corporate Affiliate Award is given nearly annually to “recognize an active corporate affiliate member for outstanding service to the profession and the association.”
NAST First Vice-President and Treasurer of the Commonwealth of Virginia, The Honorable Manju Ganeriwala, made the presentation, noting Lisa’s work for NAST and the Treasurers, particularly over the last five years, when she served on the Corporate Affiliate Board, was Chair of that Board for 2011, and now is serving with the Board in the position of Immediate Past Chair. In 2012, she also has been appointed by NAST’s President, Treasurer Kate Marshall of Nevada, to the organization’s committee exploring its business model and tasked with recommendations concerning its future business streams, events and services. Lisa serves on that committee with three state treasurers.
(l-r) The Honorable Nancy K. Kopp, Treasurer of Maryland,
winner of NAST’s 2012 Jesse M. Unruh Award;
The Honorable Manju Ganeriwala, Treasurer of the Commonwealth of Virginia;
Lisa M. Mezzetti, winner of NAST’s 2012 Corporate Affiliate Award,
The Honorable Angela Rodell,
Deputy Commissioner for the Treasury Dept. of the State of Alaska;
and The Honorable Kate Marshall, Treasurer of the State of Nevada
and President of NAST.
The National Association of State Treasurers is composed of all state treasurers or state finance officials with comparable responsibilities from the United States, its commonwealths, territories and the District of Columbia. NAST is instrumental in developing and promoting standards of excellence regarding ethical conduct, policy guidelines and accountability, and model legislation and regulations.
There are over 100 NAST Corporate Affiliates, private sector firms that enter membership in and partnership with NAST; the program was founded in 1986. Many hundreds of their representatives work with NAST and the Treasurers.
Carol Pepper, CEO of Pepper International, was profiled as an Elite Advisor on the Wall Street Journal website
Click here to watch the video: http://on.wsj.com/QfsNsZ
Carol Pepper, CEO of Pepper International, appeared on Fox Business
Watch broadcasted on September 21st. Carol shared her views on the easy Fed Policy and the rise in REITs.
View the video: http://video.foxbusiness.com/v/1854113088001/making-money-off-fed-decision
When Kristin McDonough, FWA president 08-09, and director of NYPL's business library, SIBL, accepted the Malcolm S Forbes Public Awareness Award for Excellence in Advancing Financial Understanding, she was in good company. Previous winners of this award from the Financial Planning Association of New York include Louis Rukeyser, Mickey Siebert, Jean Chatzsky, Ben Stein and Maria Bartiromo.
Read her blog posting:
http://www.nypl.org/blog/2012/07/21/personal-finance-forbes-award on the resources and services that garnered this award for SIBL. Many FWA members know the Library as the site of FWA committee and board meetings, public presentations by FWA experts, hands-on training sessions in premium business databases, and the Financial Backpack's Saturday training sessions for NYC high school students each fall and spring.
FWA Member Joan Lappin is tapped as one of the
Financial Market experts for her insights on the economy and market direction, in the article titled, "Eight Market Gurus Fill in the Blanks" published on the BloombergBuinessweek, Markets and Finance website, August 9, 2012.
Additionally, on September 5th, Joan will appear with Matt Miller on his Bloomberg Rewind show as a guest host. The show is scheduled for broadcast on Bloomberg TV at 8:00 pm EDT.
FWA Member and Greenbaum Partner Emily Kaller Installed as President of Women in the Profession Section of NJ State Bar
International career expert and former Board member of the Financial Women's Association, Judith Gerberg, M.A., LMHC, was recently interviewed by Reuters International and will appear on Chinese television (which airs locally on CCTV Channel 134). Judith discussed strategies for navigating the challenges of the job market for senior executives.
Judith is twice past president of the Career Counselors Consortium (www.careercc.org), creator of the Passion Project workshops and director of Gerberg & Co. (www.gerberg.com) – a New York-based career development organization committed to personal and professional transformation. Corporations Judith has worked with include: Citibank, Ann Taylor, NBC, Paul Weiss, Young & Rubicam and Dreyfus.
Caroline Ceniza-Levine, FWA Member and recent presenter at Transition Tuesday last May, appeared on CNN Your Bottom Line, giving advice about job search in a competitive market:
Members Nicole Sandford, CPA, Deloitte & Touche; Sara Meyer-Davis, Founder and Managing Partner, Strategic Diversity Advisors, are moderating a panel discussion on May 23rd, on the topic:
Getting a Seat at the Boardroom Table: A Primer on Why and How We Can Increase the Number of Women Attorneys on Public Boards, and Practical Tips to Prepare You for Possible Board Positions Here and in Europe.
Click for event detail and registation.
Caroline Ceniza-Levine, FWA Member and recent workshop presenter at the May 8 Transition Tuesday event, is the closing speaker in the 2012 Mental Toughness Telesummit next week, May 25.
"Raising Your Mental Game for Career Success"
How to prepare for interviews, performance reviews and other high-pressure situations
- How to handle tough questions and critical moments
- The surprisingly practical daily tool for developing long-term resilience
The 2012 Mental Toughness Telesummit brings together 10 speakers on various areas of mental toughness — leadership, sports, arts, career — for a free online series airing next week. You can see the full line-up of speakers and register at http://ow.ly/aUXoB
Alison Cornell, has been named Corporate Vice President and Chief Financial Officer of Covance Inc., a leading drug development services company. The appointment became effective on May 8.
Since joining Covance in 2004, Alison has played a critical role in transforming Covance's Clinical Development Services business into a major growth driver for the company. In addition, her ability to recruit, develop, and retain talent has significantly enhanced Covance's finance bench strength company-wide.
View press release
Valerie Simson is a featured speaker at the upcoming NJ Conference for Women 2012 - May 7-8, Atlantic City Convention Center.
Libby Dubick penned the article "Thinking of Your Clients as Patners" published by Investment News, February 26th.
The article explores the changing relationship between investors and their advisers.
Read the article (password required - free subscription available)
Allyson Campos Gilbert, will be speaking at ADP's Meeting of the Minds Conference in Texas in March.
Blaze Your Trail at ADP's Meeting of the Minds 2012! You'll learn the value of change management and how to use Adaptation® to manage organizational change as you consider HR/Payroll tranformation initiatives like Outsourcing, Shared Services and Centers of Excellence!
Visit Convention site for details: www.adp.com/motm/motm-splash.aspx
Pamela Packard, FWA Past President 1999-2000, has been named to the board of directors of the Financial Planning Standards Board Ltd. (FPSB.) FPSB manages, develops and operates certification , education and related programs for financial planning organizations to benefit the global community by establishing, upholding and promoting worldwide professional standards in financial planning.
View the Press release.
Mary Ann Grossman, has been appointed the new Executive Director of Career Gear, a non-profit that provides interview appropriate attire and job retention services to underserved men.
View the Press release.
Betsy Werley, FWA past president 01-02, is featured by Chase Alumni Association in the article:
Life After Chase: Betsy Werley
Making her own transition
to helping women over 50 make a transition
Read the Article
|Send submissions for Member News to Lisa Buddenhagen firstname.lastname@example.org.