FWA Graduate School Partnership: Finance Training Program

March 27, 2025

In Fall 2024, the Financial Women’s Association (FWA) Graduate School Partnerships Committee, with support from BMO Capital Markets Equity Through Education Program, sponsored a finance training program for over 175 Baruch College Zicklin School of Business graduate students. As part of the curriculum, students attended a financial markets overview lecture by KLD Training and completed courses in applied Excel and corporate valuation with Training the Street.


The Graduate School Partnerships Committee is proud to help fulfill the FWA’s mission to contribute to our communities and prepare the next generation of professionals through this multi-year initiative. As the financial services industry continues to go through technological and regulatory changes, the Committee hopes these young professionals will gain an edge as they enter the financial services industry with the additional technical skills and financial knowledge acquired from the training program.

 

In the excerpts below, a few participants share how the course helped their corporate valuation knowledge and express their gratitude to the FWA and BMO Capital Markets. Click here to view the complete Participants Testimonial booklet.

 

For more information about the FWA Graduate School Partnership, please contact committee chair Christine Li-Auyeung.

"Attending the Financial Services as a Business training was a transformative experience that provided me with a clearer understanding of how the financial services industry is structured and the diverse opportunities it offers. The training helped me see finance not just as a career path but as a dynamic and multifaceted field where I can leverage my skills and interests to grow. A highlight of the training was hearing from Karyn Dobin Giampaolo, an accomplished woman in finance. Her insights and experience were incredibly inspiring, particularly as someone who values representation and the importance of seeing women excel in leadership roles. Her story reinforced my belief that with dedication and the right opportunities, I can advance in a field that thrives on innovation and collaboration. Overall, the training served as a strong foundation in shaping my career goals. It not only deepened my knowledge of financial services but also helped me identify areas where I can contribute and grow. It reinforced my commitment to pursuing roles that align with my skills and passions while continuing to learn and develop as a finance professional."


Yecenia Ines
(MBA’26)

"The Excel course helped me gain a better understanding of what scenarios to use the shortcuts I learned in Excel for. Not only do I know how to be more efficient and productive in Excel, but I know the appropriate times to use the shortcuts and functions I learned. This is not something I was able to learn in my undergraduate degree since I was Pre-Medicine, and always felt Excel was impossible to learn. Now I’m feeling confident and practice with Excel every day. Thank you!"


Larissa Gould
(MBA’27)

"I appreciate the BMO equity through education program. The Training the Street courses were invaluable as I continue to strengthen my technical skills in Excel. This past semester, I was a team captain for the Neuberger Berman ESG Case competition. I applied several of the things I learned in the Training the Street courses, particularly the Corporate Valuation course, to build a case for why Neuberger Berman should invest in a company. I was able to develop a sensitivity analysis in excel to pair with our DCF valuation. These skills will continue to be valuable throughout my career, and I'm grateful for the opportunity to have developed them through this program."


Katey Cox
(MBA’26)

"The Training the Street Applied Excel Workshop has been a key step in advancing my career in finance by sharpening my Excel skills and improving my efficiency in data analysis. I learned advanced techniques, and leveraging shortcuts to organize and analyze large datasets more effectively. The session also covered best practices for building professional templates and models, which enhanced my ability to present insights. These skills have increased the accuracy and speed of my analyses and boosted my confidence in tackling complex financial Excel tasks. By building a stronger technical foundation, this training has prepared me to take on greater responsibilities and contribute more effectively to my career in finance."


Rachel Slesnick
(MS’26)

May 14, 2026
By Sherree DeCovny Back in 1785, Scottish poet Robert Burns wrote, “The best-laid plans of mice and men often go awry.” The line still resonates today: even the most carefully constructed plans can be disrupted. What ultimately determines success is not perfect foresight, but adaptability and the ability to pivot when conditions change. That lesson was brought into sharp focus for this year’s International Business Conference. Originally planned for the UAE in April, the event had to be completely reimagined when conflict with Iran escalated in February. Months of preparation were set aside, and the format was rebuilt in a matter of weeks. The result was a hybrid approach: a virtual lunch panel on May 5, followed by a half-day in-person gathering in New York City on May 6 — hosted at Akin in partnership with ABANA.co, with hospitality from HE Amna Almheiri and the UAE Consulate in NY — bringing together nearly 100 participants.
April 30, 2026
By Robert Brown The student stayed behind after the workshop. While others filtered out, she walked up quietly and asked for an extra set of materials. Not for herself, but for her mother, who didn’t speak English. She wanted to take the lesson home. That moment says more about financial literacy than any definition ever could. For many young people, the question isn’t just Can I afford this? It’s Do I understand how money works at all? And more importantly, Can I use that knowledge to shape my future? That gap between access and understanding is where confidence is either built or lost. The reality is, most students are never taught these skills in a meaningful way in school. And for many, this is the first time anyone has explained it in a way that actually sticks.
April 23, 2026
For months, FWA Executive Director Alissa Desmarais and I had been building toward something incredible: a six-day International Business Conference in the UAE, complex and high-stakes, the kind of undertaking that requires you to hold a hundred things in your head at once while also holding your team together, your partners together, and yourself together. The FWA has more than 40 years of experience organizing international conferences around the world; what we were doing was not new. But as we stepped into our new roles as the conference organizers, with the support of a great IBC committee, this one felt different. More meaningful, because it was ours. We were proud of what we were creating. And then the world changed around us. I won’t pretend the decision to pivot was easy, because it wasn’t. There is a particular kind of grief that comes not from losing something you already had, but from letting go of something you had worked so hard to build and had not yet gotten to experience. We had to look at the geopolitical reality of the region, at what was happening, at what we could not control, and make a call. The kind of call that no planning document prepares you for. We chose to pivot. On May 5th and 6th, FWA will host the Global Capital and Leadership Forum in New York. A virtual lunch panel, followed by an in-person morning program at Akin, right in the heart of the city. Smaller in scale, yes. But not smaller in purpose. We kept the questions we had always meant to explore: how shifting alliances and energy transitions are redrawing the map of global capital, what resilient leadership looks like in a world that will not hold still, how women are shaping the future of finance across cultures and geographies. Her Excellency Amna Almheiri, Consul General of the United Arab Emirates in New York, will close our forum. The relationship did not end when our plans changed. The dialogue did not stop. It just found a different room. What I have learned from this experience is something I keep coming back to: a pivot is not the opposite of commitment. Done with clarity and care, it is one of commitment’s truest expressions, because it means you care more about the mission than about being right about how you planned to serve it. It means you can look at the people who gave months of real effort to a plan that changed and help them see that nothing they did was wasted, because it wasn’t. It means you can let go of the version of success you had pictured and trust that a different shape can carry the same substance. I think about the women in this community who have had to do this in their own careers and lives. Who had to walk away from something they had built toward for years, not because they failed but because the world shifted and they were honest enough to shift with it. That takes courage. It takes the kind of steadiness that is very easy to admire from the outside and very hard to practice from the inside. The forum is still taking shape. The work continues. And I am proud of what we are making, not in spite of how we got here, but because of it.
April 9, 2026
The MENA Capital Landscape: Risk, Resilience & the Road Ahead May 5–6, 2026 Join the Financial Women's Association for a timely conversation on sovereign capital, energy transition, AI, and the geopolitical forces reshaping global finance. When our UAE trip was cancelled, we immediately looked for ways to bring the experience to our community here in NYC - this forum captures the spirit, substance, and strategic importance of that journey. Registration details coming soon - save the date on your calendar now! Virtual Lunch Panel · Tuesday, May 5 In-Person Morning Program in New York City · Wednesday, May 6 One registration. Two experiences. One conversation.
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