About Us - Member News

April 2012

Valerie Simson is a featured speaker at the upcoming NJ Conference for Women 2012 - May 7-8, Atlantic City Convention Center.

Conference Detail

February 2012
Libby Dubick Photo

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

January 2012

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 WerleyBetsy 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

October 2011

Robin Fisher Robin Fisher, Managing Director at Newmark Knight Frank, was selected by Crain's New York as one of 10 brokers under the age of 30, who are fast risers in the marketplace. Those chosen include five young stars in commercial real estate and five in residential.

Read the Article
       Read Robin's Profile



Betsy WerleyBetsy Werley, FWA past president 01-02, encore career and The Transition Network, where she is the Executive Director, is profiled in the October issue of Duke Magazine.

Read the Article




Susan Ganz, past president 10-11, is being honored by Girls Incorporated of Long Island on the evening of Tuesday, November 1st. Girls Inc. is a national non-profit youth organization that is dedicated to inspiring girls (particularly between the ages of 6 and 18) to be strong, smart and bold - a mission near and dear to Susan. In Long Island, funds are being raised for two of the programs: Economic Literary, where girls learn to manage money, invest and develop an appreciation for global economics; and Friendly PEERsuasion, where girls develop self-esteem skills to resist peer pressure to use harmful substances.

Susan was chosen to receive the "strong, smart and bold" award for the business community. and would be honored if you joined her on November 1st. Individual tickets are $50. Click for more information on the event.

Should you decide to attend, please include my name on the RSVP form. If you are unable to attend, please consider making a donation to this important and impactful organization.

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June Klein
was peer review selected to present at Oxford Internet Institute's "A Decade in Internet Time: Symposium on the Dynamics of the Internet and Society". She was also published in a special 10 year anniversary issue of the Information, Communication & Society Journal. Her panel discussion was selected to be part of a Voices from Oxford webcast program broadcast to the 4 corners of the world.

June's paper "Wikileaks, Arab Uprisings and English Riots: Implications for Internet Policy and Practice from a Business and Industry Outcome Perspective" is available on the Social Science Research Network, a world wide collaborative of leading scholars devoted to the rapid dissemination of social science research.

September 2011

Joan Lappin provides her insights in the recent downsizing of women at the top in the article, Bad Hair Day For The Girls At The Top, published September 8 by Forbes.com.

Read the Article




Marleen Levi, is a nominee for the New York Post's Liberty Medal Award! She receives special recognition for her many years of service to the veterans' community. The winners (per different award categories) will be announced in October!

Read the Article

June Klein, CEO Technology & Marketing Ventures, Inc. was featured in Webgovernments.com as a "global inspiring leader whose voice matters" She was also spotlighted as a country and a continental leader.

Read the Article

August 2011

Suzanne Matthews is cited as the director of the Westchester Community College (WCC) new initiative, the Division of Continuing Education Center for Financial and Economic Education.

Read the Article




Sara Meyer-Davis of Strategic Diversity Advisors penned the article: Women at the Top Improve the Bottom Line published online by Womenetics, which discusses gender diversity and its importance for companies as a means to profits and return on equity.

Read the article



June Klein is honoree of The Wall of Fame for her 5th estate movement to create jobs and jumpstart the economy.

Read the article

June 2011
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Joanna Belbey x
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Joyce Sullivan

View two videos from the 140 conference on June 16, 2011 in NYC that featured two FWA members, Joanna Belbey and Joyce Sullivan.

  1. Social Media Financial Services Champions Tell Their Stories
    Featuring FWA Members, Joanna Belbey and Joyce Sullivan - Watch Video

  2. Reuters Interview with FWA Member
    Joanna Belbey - Watch Video

May 2011
June Klein's business is featured in the article titled:
Marketplace pushed for unused tax deductions
Unprofitable businesses could sell their equipment-depreciation deductions for needed cash, Crain's New York Business, May 8th, 2011

June's company is pushing for federal legislators to propose a law that would create a marketplace where a small business could sell deductions it they can't use.



Cathleen Seneca, who has been serving on the FINRA Operations Professional CE Committee for the past year was nominated by the the Chair of that committee for the Council position. Cathleen won the council position for the four year term over three other industry candidates nominnees.

The Securities Industry/Regulatory Council on Continuing Education (the Council) has advisory and consultative responsibilities with regard to the development, implementation and ongoing operation of the Securities Industry Continuing Education Program. The Council is comprised of representatives from self-regulatory organizations (SROs)¹, and from the industry. Liaisons from the Securities and Exchange Commission and the North American Securities Administrators Association also participate in Council matters.

The Council maintains a web site - www.cecouncil.com - that is used to inform the industry about the Continuing Education Program. The Council web site also provides resources to assist the industry in complying with continuing education requirements.

Deloitte names Marlene Motyka as its Alternative Energy Leader
"Ms. Motyka brings 17 years of engineering and consulting background to her new role, which entails providing deep sector experience and leading the broad spectrum of Deloitte's services into alternative energy providers, as well as broadening Deloitte's eminence in the area of alternative energy."
View the press release
April 2011
Judith Gerberg, MA, LMHC, career expert and former Board member of the Financial Women's Association, was recently interviewed for a Newsweek article on the challenges currently facing well educated middle aged men looking for work. Judith discussed strategies for navigating the job market and why women often can do better in this recovering economy.

Judith is past president of the Career Counselors Consortium, 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. Judith would be glad to do a program for the Financial Women's Association on strategies to succeed in the current market or a career topic of your choice.


June Klein
, CEO of Technology & Marketing Ventures Inc (TMVi) was quoted several times in Portfolio magazine. The feature article was on overlooked tax deductions for entrepreneurs and small businesses.

Read the article: www.portfolio.com/resources/2011/04/14/ten-tax-deductions-for-entrepreneurs

TMVi® specializes in tax structuring and strategic implementations of electronic business ventures.

Send submissions for Member News to Lisa Buddenhagen lbuddenhagen@fwa.org.
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  Last updated:
  April 12, 2012