FWA News

When the World Shifts, You Shift with It

Thu, 23 Apr 2026 21:36:39 GMT

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.

Albana Theka
President, 2025-2026
Financial Women’s Association

SAVE THE DATE: Global Capital & Leadership Forum

Thu, 09 Apr 2026 15:31:27 GMT

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.

Volunteers Needed for Financial Backpack Workshop

Wed, 08 Apr 2026 14:30:47 GMT

FWA members are invited to participate in a personal finance workshop on April 29th, 2026, from 11:30 am to 1:00 pm, at the High School of Economics and Finance.

The school is located at 100 Trinity Place, near Wall Street. The workshop will involve the FWA high school mentees at HSEF. We will have a training prep session the week before, either on April 21 or 22, depending on availability of the volunteers.

If you are interested, or would like more information, please contact Suzanne Matthews, Committee Co-chair, at smatthewsnyc@gmail.com .

Being part of FWA committees or mentorship programs can reward you personally and professionally as you build your skills and help guide the future of the FWA. Participation is a benefit reserved for FWA members. Not a member yet? Join today!

Women’s History Month: Seventy Years of Change and the Women Who Refused to Wait

Tue, 17 Mar 2026 19:26:46 GMT

by Robert Brown

Every March, Women’s History Month invites us to reflect on the women who challenged expectations, opened doors, and changed the course of industries that once excluded them. For the Financial Women’s Association, that reflection is personal. As the organization celebrates its 70th anniversary, the story of FWA mirrors the broader story of women’s progress in finance. What began in 1956 with eight determined women has grown into a global community that has helped generations of women enter, navigate, and lead in an industry that once shut them out.

Those eight enterprising women did something quietly radical. They were working inside investment banks and financial institutions at a time when their talent was welcome, but their presence in leadership circles was not. The established associations of the day did not admit women. Access to the conversations, relationships, and influence that shaped the industry flowed through rooms they were not allowed to enter.

So they built their own.

What began as an act of determination became the Financial Women’s Association, a community designed to support women in finance, share knowledge, and open doors where none existed. Seventy years later, the impact of that decision is unmistakable. When the organization was founded, women in finance were not climbing ladders. They were fighting for entry into the building. Today, women are not asking for seats; they are decision-makers. “Seventy years ago, women in finance were fighting for access. Today they are shaping markets, leading institutions, and influencing the future of the industry,” notes Alissa Desmarais, FWA Executive Director and Chief Operating Officer.

The journey from access to authority did not happen overnight. It unfolded over decades of persistence, legal change, economic transformation, and communities like the FWA that ensured women were not navigating the industry alone.

When Betsy Werley began her career, the expectations placed on women were remarkably narrow. Betsy, who later served as FWA President from 2001 to 2002 and now chairs the FWA Baruch College Mentoring Program , remembers how limited the options once were. “Through the 1960s, almost all women going to college had three career options: teacher, nurse, or secretary,” she recalls. “I’m still amazed that in 1956 there were eight young women working in investment banks.” Even pursuing a professional degree was not always encouraged. “In 1975, when I told my college advisor that I planned to become a lawyer, he encouraged me to get a teaching degree as well, just in case.”

Structural change slowly began to reshape the landscape. Laws addressing workplace discrimination and equal pay established new protections. But one of the most transformative shifts came through financial independence.

As Betsy explains, “Until 1974, women couldn’t get credit cards, a mortgage, or a business loan in their own names. Banks would consider their applications only if they had a male co-sponsor.” The Equal Credit Opportunity Act of 1974 changed that reality. With access to credit came new opportunities for entrepreneurship, home ownership, and investment participation. Credit was not just access to money. It was access to power. The ripple effects extended across the economy. Women’s participation in the workforce grew dramatically. Women now earn the majority of bachelor’s and master’s degrees in the United States. Women-owned businesses continue to expand at remarkable rates. As financial independence grew, so did influence.

Kristin McDonough, FWA President from 2008 to 2009, has seen firsthand how women’s economic power is reshaping the industry. Women’s financial independence, she notes, has changed how companies think about leadership and decision-making. Corporations increasingly seek women on advisory boards and leadership teams to better understand the female consumer and broader market dynamics. Nationwide, public and private initiatives have propelled women’s penetration into sectors from city contracting and construction to television, film-making, and wider arts administration. Women-owned enterprises now benefit from broader access to capital and investment-readiness programs that match female business owners with impact investors and founder-friendly lenders. Strong networks of investors and allies targeting women of color in particular have expanded, too.

Throughout these decades of change, the Financial Women’s Association did more than witness progress. It helped build the infrastructure that supports it. Initiatives like the Wall Street Exchange Program , launched in 1975, introduced students to careers in finance. The High School Mentoring Program , established in 1986, continues to support young women from the High School of Economics and Finance. Scholarships launched in 1983 have helped students pursue graduate education, while mentoring partnerships with Baruch College and Seton Hall University connect aspiring professionals with experienced leaders across the industry. These programs have become one of the organization’s most lasting legacies. For many participants, they become defining moments.

Adelisa Music, a mentee in the FWA Baruch College Mentoring Program , describes the experience as transformative. “As I progress in my career, I definitely envision becoming a mentor myself. This program has shown me the importance of mentorship and a group of people who believe in each other. The guidance and support I received from the FWA Baruch College Mentoring Program has served as a hand when I needed it most, and having the opportunity to give back and become a mentor myself in the future would be a great opportunity and privilege.” Mentorship has always been central to the organization’s philosophy.

As Laleh Bashirrad, Managing Director at BNP Paribas and mentor in the FWA Baruch College Mentoring Program , puts it simply, “The journey is as important as the destination.”

The impact extends far beyond individual careers. It strengthens the industry itself. Maria Maris, an FWA President’s Circle member and Co-Chair of the Global Markets and Economy Committee, believes the next generation will benefit directly from these investments. “I think it’s going to help the industry gain better talent, more support, and women and others will be able to gain a lot more. Especially the educational programs and the mentorship programs, those are the ones that we are trying to drive the most, and I think the next generation will gain from that.”

Despite the progress of the past seventy years, the work is not finished. The gender pay gap persists. Wealth disparities remain. Caregiving responsibilities continue to shape career trajectories for many women. The work of the FWA remains vital.

In 1956, women in finance were still proving they belonged. Today, women are building capital, companies, and global influence. Reflecting on how far the industry has come, Betsy offers a lighthearted perspective on the moment that started it all. “We’re glad the Young Men’s Investment Club said no. ”

That rejection sparked something powerful. Eight women created a community because they were not invited into one. Seventy years later, the Financial Women’s Association stands as proof that when women build institutions, they reshape industries.

Albana Theka, current President of the Financial Women’s Association (2025–2027), believes the organization’s role is more critical than ever as the industry navigates rapid global and technological change. “In a world of constant change, not just geopolitically but with AI and the future of technology, organizations like FWA are more relevant than ever,” she says. “Our mission to mentor, upskill, and advance women in finance continues to be essential. For 70 years, we’ve been a steady hand through times of change, and we aim to remain an unwavering pillar supporting women as they shape the future of financial services.”

In this anniversary year, the organization is focused on FWA Forward , building on its legacy by expanding opportunity, strengthening leadership pathways, and preparing the next generation of women to lead across the financial industry. “As we celebrate seventy years, we are not only honoring the women who built this organization, we are looking ahead,” says Desmarais. “Through mentorship, education, and community, FWA continues to create opportunities for women to shape their careers and the future of finance.”

Seventy years ago, women in finance fought for entry.

Today they influence outcomes.

And the next chapter will not be about catching up.

It will be about leading what comes next for finance.

Building a Community in Florida

Thu, 12 Mar 2026 17:32:17 GMT

Something special is taking shape in Florida.

Earlier this week, women from across the state gathered in Palm Beach Gardens as the FWA Florida Committee hosted its inaugural in-person event at DSM Capital Partners in celebration of Women’s History Month and International Women’s Day.

The program featured a forward-looking conversation on AI and technology in investing, followed by an interactive session on personal branding and executive presence led by FWA President Albana Theka and Florida Committee Co-Chair Marie-Helene Kennedy-Payen.

Connections began the evening before at a dinner that set the tone for a day filled with energy, collaboration, and meaningful dialogue. By the time sessions began, the room already felt like a community. That’s what the FWA does best.

Special thanks to Florida Committee Co-Chairs Marie-Helene Kennedy-Payen and Kari Desai, DSM Capital Partners for hosting, and all who joined.

“Nothing beats the power of community and human connection. It was incredible to see women from across Florida come together for conversations that were insightful, energizing, and genuinely fun.”

- Marie-Helene Kennedy-Payen

If you’re in Florida and looking to connect with a strong network of women in finance, the FWA Florida Committee is just getting started: Committee Interest Form

From Ideas to Impact: The Role of Commitment in Leadership: A Message from FWA President Albana Theka

Thu, 26 Feb 2026 20:04:53 GMT

One of the things I value most about the Financial Women’s Association is the creativity of our members. I hear so many thoughtful ideas. New programs. Fresh perspectives. Ways we can continue to grow and evolve as an organization. That energy is a gift and it tells me people care.

At the same time, one lesson I continue to learn as a leader is that ideas are only the beginning. What truly moves an organization forward is what happens next.

Often, when an idea is shared, the natural follow-up is a simple question. Who would like to help take this forward? Sometimes there is immediate enthusiasm. Other times, there is hesitation. And that moment is important. It’s not about pressure. It’s about clarity.

Many of us are balancing full careers, families, caregiving responsibilities, and personal goals. Capacity looks different for everyone and it changes over time. Being honest about what we can realistically commit to is part of good leadership.

The most impactful ideas are the ones that come with a willingness to stay involved. That involvement doesn’t mean doing everything alone. It means helping shape the vision, building momentum, and partnering with others to bring it to life.

Organizations thrive when ideas are paired with ownership. When members feel empowered not just to contribute suggestions, but to help guide them toward execution. Even small steps of follow-through create momentum and trust.

At FWA, we welcome ideas. We value curiosity and innovation. And we also believe that commitment, in whatever form is realistic for you, is what turns good ideas into meaningful impact.

When vision and follow-through come together, everyone benefits. That’s how we continue to build a strong, supportive, and sustainable community.

Albana Theka
President, 2025-2027
Financial Women’s Association

UAE Boardroom Progress: Governance & Strategy

Tue, 24 Feb 2026 20:15:00 GMT

In anticipation of our upcoming International Business Conference in the UAE in April 2026 , the FWA is exploring the structural shifts driving gender parity in the region. From parliamentary representation to corporate governance, women are at the forefront of the UAE’s strategic growth. This four-part series provides an essential briefing on the economic and political influence of women in the UAE today, offering a preview of the landscape our attendees will experience firsthand.

As the UAE continues to grow as a global financial and investment hub, women are increasingly helping shape decisions at the highest levels of business and governance.

In the UAE’s financial sector, women now chair 15.8% of board positions - slightly above regional averages - reflecting meaningful progress toward more gender-balanced leadership. These leaders are influencing investment strategy, corporate governance, and long-term growth across finance and industry.

This momentum is supported by national policies and strategic frameworks , including a dedicated gender-balance council, designed to advance women’s roles across sectors and ensure continued progress in leadership representation.

The Financial Women’s Association invites you to experience this dynamic progress in action at our International Business Conference in Abu Dhabi and Dubai, April 2026 . Engage with the region’s business landscape, connect with influential leaders, and gain firsthand insight into ways women are shaping the future of finance.

Register by March 1 to lock in preferred rates ($2000 members | $2500 non-members). After this date, registration fees increase to $2500 for members and $3000 for non-members.

Questions? Reach out to ibc@fwa.org for more information.

This trip marks the FWA’s return to the UAE following our landmark 2012 delegation. Fourteen years later, we revisit a nation that has transformed its economy and deepened its global influence, offering fresh opportunities for dialogue, connection, and collaboration.

Public Power: Women Leading UAE Government & Diplomacy

Tue, 17 Feb 2026 18:01:58 GMT

When people think about leadership in the UAE, the public sector is not always the first place they look - yet it is one of the most powerful examples of women shaping the nation’s future.

Nearly two-thirds of public-sector roles in the UAE are held by women, with approximately 30% serving in leadership positions - figures that far exceed many global averages. Women are leading ministries, shaping national strategy, and driving progress across numerous sectors.

Their influence extends well beyond national borders. Women also make up 30% of the UAE’s diplomatic corps , serving as ambassadors and representatives around the world - defining global engagement in a way that is visible, institutional, and transformative.

The Financial Women’s Association invites you to experience this leadership firsthand at our International Business Conference in Abu Dhabi and Dubai, April 2026 . Discover a region where women are shaping policy, guiding national vision, and representing their country on the global stage.

Register by March 1 to lock in preferred rates ($2000 members | $2500 non-members). After this date, registration fees increase to $2500 for members and $3000 for non-members.

Questions? Reach out to ibc@fwa.org for more information.

Perfection Is the Enemy of the Good: A Message from FWA President Albana Theka

Wed, 11 Feb 2026 23:23:17 GMT

In finance, precision, rigor, and discipline are essential, and they will always remain core to how we operate and make decisions. At the same time, there is an important distinction between maintaining high standards and allowing the pursuit of perfection to slow progress, dilute impact, or prevent action altogether, particularly in moments that require speed, adaptability, and judgment.

One of the most valuable leadership lessons I have learned is that waiting for perfect conditions often means missing the opportunity to act when it matters most. Markets move quickly, organizations evolve in real time, and the world rarely presents us with complete information or ideal circumstances. If we wait until every variable is known and every detail refined, we often find that the moment has already passed.

Perfection is the enemy of the good.

Progress, especially in complex and dynamic environments, rarely comes from flawless execution. It comes from informed decision making, from moving forward with intention, and from being willing to adjust as new information emerges. Most meaningful advances are not perfect at the outset, but they are good enough to create momentum, learn from experience, and evolve into something stronger over time.

This mindset is particularly important for leaders, and it is especially relevant for women in leadership. Too often, women are conditioned to believe that we must be fully prepared, fully qualified, and fully certain before stepping forward or making decisions. That expectation, often applied more harshly to women than to others, can slow progress and limit both individual and collective impact.

Agility is not about lowering standards or acting without care. It is about being responsive, thoughtful, and decisive in the face of uncertainty. It requires confidence in our judgment, trust in the teams we lead, and the willingness to course correct when circumstances change. Moving fast does not mean moving blindly, it means recognizing that learning and improvement often happen through action rather than delay.

At the Financial Women’s Association, we strive to lead with this balance in mind. We are committed to excellence, but we also value momentum. We move forward deliberately, but without paralysis. We test new ideas, listen closely to our community, and continuously refine our approach, understanding that progress is an ongoing process rather than a final destination.

As leaders, our responsibility is not to eliminate uncertainty, because that is rarely possible, but to navigate it with clarity, courage, and a bias toward action. When we choose progress over perfection, we create space for innovation, growth, and meaningful change.

Let us continue to lead in this way, with confidence, adaptability, and purpose, supporting one another as we move forward together.

Albana Theka
President, 2025-2027
Financial Women’s Association

Economic Drivers: UAE Women in the Workforce

Tue, 10 Feb 2026 20:15:01 GMT

The UAE is often recognized for its rapid growth, innovation, and global influence - but what’s less widely known is the powerful role women play in driving that success.

Today, women make up a significant and growing share of the UAE’s workforce, representing approximately 34.6% of the national workforce and nearly 45% of skilled professionals . Their presence in leadership is accelerating as well, with the number of women in leadership roles increasing by nearly 34% in the past year alone .

From boardrooms to innovation hubs, their influence is both visible and expanding - challenging assumptions and redefining what leadership looks like in the region.

The Financial Women’s Association invites you to see this momentum firsthand at our International Business Conference in Abu Dhabi and Dubai, April 2026 . Gain a deeper understanding of the region’s business landscape, connect with global leaders, and experience how women are helping fuel growth in one of the world’s most strategically important markets.

Register by March 1 to lock in preferred rates ($2000 members | $2500 non-members). After this date, registration fees increase to $2500 for members and $3000 for non-members.

Questions? Reach out to ibc@fwa.org for more information.

The UAE Political Landscape: 50% in Parliament

Tue, 03 Feb 2026 19:26:38 GMT

When you picture the business landscape of the Middle East, what comes to mind?

If you suspect the region lacks opportunities for female leadership, the reality might surprise you: the UAE ranks highly on global gender parity indices and boasts one of the highest rates of female political representation in the MENA region.

The numbers speak for themselves: Women currently hold 50% of the seats in the Federal National Council (parliament). This is a region where women are not only participating - they are actively shaping policy, driving economic strategy, and leading global engagement.

The Financial Women’s Association invites you to explore this reality firsthand at our International Business Conference in Abu Dhabi and Dubai, April 2026 . Expand your global perspective, connect with influential leaders, and see how women are helping shape one of the world’s most strategic business hubs.

Register by March 1 to lock in preferred rates ($2000 members | $2500 non-members). After this date, registration fees increase to $2500 for members and $3000 for non-members.

Questions? Reach out to ibc@fwa.org for more information.

Seventy Years Forward: How the Financial Women’s Association Built a Community That Changes Lives

Wed, 28 Jan 2026 19:54:38 GMT

by Robert Brown

January is National Mentoring Month. In 2026, it also marks a defining moment for the Financial Women’s Association as we celebrate 70 years of advancing women in finance.

This milestone matters now. As organizations across industries rethink development, mentorship, and long-term investment in people, FWA stands firm in what has always worked: human connection, shared knowledge, and women lifting one another forward.

For seven decades, FWA has done more than convene women in finance. It has built a community rooted in mentorship, access, and action. Progress here has never been accidental. It has always been intentional. It happens because women, and male allies choose to show up for one another.

As current FWA President Albana Theka reminds us, “Mentorship isn’t about who’s ahead of you. It’s about who sees you, and who helps you see yourself.” That belief has shaped FWA from the beginning and continues to guide where we are headed next.

A Legacy Built on Mentorship

Mentorship has never been a side initiative at FWA. It has always been the foundation. Since 1975, the Wall Street Exchange Program has supported more than 1,000 interns and young professionals as they take their first steps into financial services. What began as the College Connection Program has grown into a proven launchpad that helps participants build confidence, accountability, and ownership over their careers.

Laura Smith Dunaief, Mentor and Co-Chair of the Wall Street Exchange Program, captures the heart of that experience: “Mentoring is the heart of the FWA experience for me. It’s about preparing and supporting women, wherever they are in their careers, to own their own success and approach each situation with confidence.”

Through structured programming and honest conversation, interns learn that success is not linear and growth requires reflection. As one facilitator shared during a recent session, everything in work and life ultimately comes back to human connection.

Mentorship That Starts Early and Lasts

FWA’s commitment to mentorship begins long before college or corporate offices. For nearly 40 years, the FWA High School Mentoring Program has partnered with New York City public schools to support students in need through one-on-one mentoring, academic guidance, college preparation, and financial literacy. Many of these students are the first in their families to imagine a future in finance.

Mentors like Natalie Iannone see this work as both personal and purposeful. “I said yes to mentoring because I know how much of a difference mentors in my life have made,” she shares. “I want to pay it back and make a difference in someone else’s life.”

Nearly two decades ago, the Financial Backpack Program expanded that reach by delivering practical financial skills to high school students. To date, workshops have reached more than 2,900 students, equipping them with tools they will carry into adulthood.

“Mentoring has provided me with a lot of fulfillment,” Natalie adds. “I enjoy chatting with my mentee weekly. I feel like I am able to give back and provide guidance just like my mentors have provided me in the past.”

College Mentoring That Changes Trajectories

In 2015, FWA expanded its college mentoring footprint with the launch of the Seton Hall University Mentoring Program , extending the organization’s reach to support undergraduate women pursuing careers in finance and related fields. The program pairs students with experienced professionals who offer guidance, perspective, and advocacy at a critical stage of career formation.

At the college level, the FWA Baruch College Mentoring Program has paired undergraduate business students with experienced professionals for more than 25 years. These relationships often become turning points.

For Baruch senior and Finance major Simran Hassan, the program helped transform uncertainty into confidence. “Before joining the program, the finance industry felt daunting,” she shared. “Through FWA, I discovered a network of incredible women who gave me the confidence to speak up and seek resources that would help me succeed.”

That confidence led to academic recognition, leadership involvement, and a highly competitive Investment Banking Summer Analyst role at Deutsche Bank.

Adelisa Music, now beginning her full-time role at Merrill Lynch, credits the program with helping her recognize her own potential. “My experience with the FWA Baruch College Mentoring Program was more than transformative,” she said. “It introduced me to people and opportunities that opened doors I didn’t know existed.”

Her mentor, Ellen Sills-Levy, Past FWA President, reflects on the mutual impact of mentoring. “This program is one of the FWA’s greatest strengths,” she notes. “I’ve learned as much from the women I’ve mentored as I hope they’ve learned from me.”

Mentors Who Lead by Example

Few leaders embody the spirit of FWA mentorship more fully than Past President Hermina “Nina” Batson. In addition to her long-standing involvement across FWA’s mentoring initiatives, Nina is also a mentor in the FWA–Seton Hall University Mentoring Program, where she continues to invest directly in the next generation of leaders. After decades in financial services leadership, she remains clear about where her legacy lies.

“Mentorship is not just about advancing careers,” Nina says. “It’s about building confidence, creating access, and shaping the future of finance, one person at a time.”

Albana Theka echoes that perspective from today’s leadership lens. “I no longer look for mentors in one direction,” she says. “I look everywhere. Because leadership grows when we stay open to learning from every voice.” And as she often reminds members, “When you find a mentor, you have found gold.”

Jacqueline Linden, FWA Educational Initiatives Chair and mentor, sees mentorship as something that extends well beyond a formal program timeline. “My mentees have continued to seek me out for advice and counsel even after they graduate and after our formal mentor-mentee relationship has ended.”

The Ripple Effect

The true measure of FWA’s mentoring impact is seen in where its mentees go next.

Former students now lead at institutions such as the Federal Reserve Bank of Boston, Goldman Sachs, Wells Fargo, Bank of America, MUFG, Deloitte, BNP Paribas, Morgan Stanley, BNY, and BMO Capital Markets. Isis Patterson, once a teen mom, is now a Community Development Analyst at the Federal Reserve Bank of Boston and holds a master’s degree from Harvard University. Brianna Perez rose to Vice President at Morgan Stanley and was named part of the firm’s MAKERS class. Electra Economopoulos built her career at BMO Capital Markets and now thrives at BNY. Mubeen Cheema, an alum of both the high school and Baruch programs, now mentors’ students herself.

This is how mentorship actually multiplies. One conversation leads to another. One opportunity becomes a career. One mentee becomes a mentor.

Seventy Years and Still Moving Forward

For more than four decades, FWA has awarded over $830,000 in scholarships. For ten years, the Pacesetter Program has connected rising stars with senior leaders. For nearly a decade, the Member2Member Mentoring Program has supported women at every career stage. As mentor Natalie Iannone puts it, “Mentoring has remained central because it’s part of the FWA’s mission. The FWA is there to help its members excel in any way they can. Mentoring is a big part of that.” Seventy years in, the Financial Women’s Association is still showing up. For students. For professionals. For the future of finance. And for 70 years to come.

Get Involved

If mentorship shaped your path, now is the moment to pay it forward. Apply to mentor. Support scholarships during our 70th year. Invest your time, your resources, or your voice. Because the next generation of women in finance is already moving forward, and they are stronger when we move with them.

How Mentorship Helped Shape Simran Hassan’s Future in Finance

Wed, 14 Jan 2026 14:11:48 GMT

Some students enter college unsure of where they are headed. Others, like Baruch College senior and Finance major Simran Hassan, arrive with ambition and quickly realize how much more there is to learn. For Simran, the finance world felt exciting but intimidating. Competitive. Fast paced. Male dominated. She knew she wanted a seat at the table, but finding her voice took time and support.

That support came through the Financial Women’s Association's Baruch College Mentoring Program , which Simran describes as one of the most meaningful experiences of her college career. Before joining, she admits the industry felt overwhelming. “Before joining the program, the finance industry and its obvious male dominated environment felt quite daunting to me,” she shared. “But through FWA, I discovered the network of incredible women that exists within Baruch and across the industry. The program, and especially my mentor, gave me the confidence to speak my mind and seek resources that will help me succeed.”

Simran put that confidence to work. She earned a place on the Dean’s List, became active in the Investment Management Group and Financial Leadership Program, and secured a highly competitive Investment Banking Summer Analyst role at Deutsche Bank. Each milestone built on the last, shaped by preparation, curiosity, and a willingness to ask questions early rather than wait for permission.

Central to that growth was her mentor, Mara MacDonald, Senior Director of Capital Markets and Treasury at Paramount, whose career spans leadership roles at Morgan Stanley, BNP Paribas, and Deutsche Bank. Over time, their relationship grew into one grounded in trust and consistency.

“Mara has been an excellent mentor and truly a friend,” Simran said. “Even though she is incredibly busy, she always makes time for me. She remembers even the smallest things about my life and checks in on them. I am grateful because in her I gained not just a mentor, but someone who believes in me.”

When Simran began navigating the placement process for her Deutsche Bank internship, Mara offered practical guidance rooted in experience. She encouraged Simran to think ahead, build relationships early, and take ownership of her story. “Mara encouraged me to start networking for group placement earlier than the formal process,” Simran recalled. “Because of her advice, I secured a position on the team that was my first choice.”

For Mara, mentoring through FWA is about opening doors she once wished existed. “It is incredibly rewarding to be able to mentor talented, young women from Baruch interested in pursuing a career in finance,” she shared. “FWA provides a dynamic launchpad that I would have loved to be part of when I was studying in college. I feel lucky to now help level the playing field for young women that deserve top entry level positions in finance. Simran embodies the ideal student and mentee through her studies, drive, professionalism, and maturity.”

Beyond internships and resumes, Simran says the program shaped how she shows up. One of the most valuable lessons she learned was the importance of speaking up. “You could be the smartest person in the room, but if you do not speak, you go unheard,” she said. “Learning to voice my opinions with confidence will be instrumental in my future success.”

She also credits the program’s culture of generosity and leadership by example. “Every event and every conversation contributed to who I am today. Seeing different leadership styles, compassion, and the willingness to help has made me a better person and a better leader.”

Looking ahead, Simran already sees herself returning the favor. “I definitely see myself becoming a mentor down the line,” she shared. “My mentor has been my sounding board, someone I can vent to and laugh with. It would be my honor to give back to the program however I can.”

As the Financial Women’s Association celebrates its 70th anniversary in 2026, Simran’s journey reflects the lasting impact of mentorship done well. Her story is not just about success in finance, but about belonging, confidence, and the power of women lifting one another as they move forward.

Simran Hassan is building her future with intention. And because of FWA, she is doing it with a community behind her.

Get Involved

Are you a professional ready to pay it forward? Learn more about our Mentoring Programs and empower the next generation of women leaders. Connect with our program leads to get started:

Baruch - Betsy Werley ( Betsy.werley@gmail.com ) or

Seton Hall - Laura Travers ( lauratravers@comcast.net ) or Laura Bourgeois ( laura.j.bourgeois@gmail.com )

With Gratitude for the Global Perspectives That Strengthen Our FWA Community

Mon, 24 Nov 2025 16:58:09 GMT

Recently, our members had the honor of meeting Army General François Lecointre, Grand Chancellor of the Order of the Legion of Honour. An institution Napoleon Bonaparte founded in 1802. General Lecointre brought the Order’s legacy to life, sharing its mission and new efforts to digitize centuries of archives.

Did you know? The Legion of Honour also established an all-girls boarding school for descendants of honorees — a lasting investment in education and equality.

The event also reunited members of our Paris International Business Conference delegation, a reminder that our global exchanges continue well beyond the trip through shared learning, cultural understanding, and lifelong connections.

Thank you to Banque Transatlantique for hosting and to General Lecointre for sharing his insights and time.

Rising Star: How Mentorship Helped Adelisa Music Find Her Wings

Thu, 20 Nov 2025 19:29:49 GMT

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.”

From the start, she knew she wanted a mentor who could offer both professional insight and genuine guidance. “I recognized the need for someone I could lean on,” she explains. “Importantly, I wanted to learn how to navigate career planning and professional development as a woman.”

That mentor came in the form of Ellen Sills-Levy, President and CEO of ESL Insights, LLC, past FWA President, and a 14-year mentor in the program. Ellen still remembers their very first conversation. “I was struck by Adelisa’s intelligence, curiosity, creativity, and genuine compassion,” she says. “She came ready to learn, but she also brought warmth and perspective beyond her years. Her deep connection to her family and the way she speaks about them has always been an endearing part of who she is.”

Their relationship soon evolved from structured mentoring to something deeper, a partnership built on trust, learning, and encouragement. Over coffee chats and Zoom calls, they discussed everything from professional growth to personal confidence. “Ellen gave me advice that helped me apply for jobs, work on my interview skills, and develop leadership abilities I can use anywhere,” says Adelisa. When she hesitated to apply for a competitive opportunity, Ellen helped her reframe her thinking, and Adelisa landed the position. “Because I had someone to lean on, I was able to feel more confident and get something that I wanted.”

Through that process, Adelisa discovered the power of self-advocacy and persistence. “From my mentor, I gained important skills that include networking, goal-setting, and advocating for myself,” she says. “These lessons helped me embrace a growth mindset.” Ellen adds, “Adelisa continues to inspire me. As she graduates from Baruch and steps into her full-time role at Merrill Lynch, I look forward to seeing her continue to flourish.”

This December, Adelisa will graduate and begin her new position as a Wealth Management Client Associate with Merrill Lynch, a division of Bank of America Wealth Management, a milestone that reflects both her hard work and the mentorship that helped her refine her path. “The guidance and support I received from the FWA Baruch College Mentoring Program have served as a hand when I needed it most,” she says. “Becoming a mentor myself one day would be a great privilege.”

For Ellen, that impact is exactly what makes mentoring so rewarding. “As a past FWA President and a mentor for 14 years, I can say that mentoring has enriched my life in countless ways,” she says. “I’ve learned as much from the women I’ve mentored as I hope they’ve learned from me. Many of these relationships have grown into lasting friendships. This program is one of the FWA’s greatest strengths—a powerful engine for women’s advancement in a world where major challenges persist.”

At a time when some companies are scaling back inclusion and mentoring programs under the banner of “merit,” the FWA–Baruch College Mentoring Program continues to stand for what truly drives progress: access, representation, and belief.

As Adelisa’s story proves, mentorship doesn’t just shape a career—it empowers women to see their own potential and soar.

Get Involved

Are you a professional ready to pay it forward? Or a student seeking guidance? Join us. Learn more about our Mentoring Programs and empower the next generation of women leaders. Connect with our program leads to get started:

Baruch - Betsy Werley ( Betsy.werley@gmail.com ) or

Seton Hall - Laura Travers ( lauratravers@comcast.net ) or Laura Bourgeois ( laura.j.bourgeois@gmail.com )

Ellen Sills-Levy (left) and Adelisa Music (right).

FWA Annual Summit Recap: Disrupting Wall Street

Fri, 24 Oct 2025 15:02:56 GMT

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.

FWA Voices: Hermina 'Nina' Batson

Fri, 17 Oct 2025 19:33:02 GMT

Resilience and perseverance are the two traits that have come to epitomize Hermina 'Nina' Batson, a strategic, mission-driven global executive recognized for her impressive track record in financial services and regulatory engagement.

As a senior business leader, Nina possesses invaluable expertise and a distinguished background in regulatory relations, risk management, corporate finance, and successful securitization deals. With over 30 years of experience, she has worked at Mitsubishi UFJ Financial Group (MUFG), Goldman Sachs, BNP Paribas, MetLife, and JPMorgan Chase. Most recently, Nina served as the Global Head of Regulatory Engagement for Barclays' Internal Audit. She holds Series 79 and 63 certifications and has earned a Bachelor of Business Administration, as well as a Certificate in Accounting from Hofstra University.

As a facilitation leader who brings clarity and strong negotiation skills to complex transactions, Nina manages and oversees diverse global teams, delivering top-tier services within large international financial institutions. As a change agent and problem solver, her confident mindset, combined with effective executive communication skills, has enabled her to build and lead collaborative, high-performing cross-functional teams across various regions, consistently achieving and delivering exceptional results, often during times of significant change.

Nina leverages her extensive skills to collaborate with senior management, business leaders, and various departments, including legal, compliance, accounting, audit, tax operations, and risk management. She fosters positive, lasting change, effectively resolves issues, promotes regulatory readiness and transparency across the organization, builds credible relationships with global regulators, and earns trust with key stakeholders and executive leaders. Her ability to synthesize important information into actionable strategies and navigate supervisory environments has led to revenue growth, cost reductions, improved expense planning, optimized headcount, streamlined processes, better workflows, and increased efficiency.

Nina is also committed to doing the right thing and giving back to the community. She is a member of the Department of Financial Services (DFS) Equity & Opportunity Advisory Council and the Hofstra Zarb School of Business Dean's Advisory Board. She received the Hofstra Zarb School of Business Alumni of the Year Award in 2024. CIO Views Magazine named her one of the ten Most Successful Black Businesswomen Making a Difference in 2023. In 2022, Crain's New York Business recognized her as one of 105 Notable Black Leaders and Executives. She also received the Markets Choice Awards’ Women in Finance: Excellence in Social Responsibility Award.

Though Nina has received numerous accolades in her career, she does not define success in terms of awards or recognition. Over the years, Nina has defined success in many different ways. In terms of promotion, becoming a leader and a manager of many while successfully navigating and balancing her career as a single mother, her daughter recently graduating college, and pivoting her career post pandemic, are a few of her most recent additional success stories. Now, Nina defines success by building knowledge, fostering a sense of family, mentoring, and finding a sense of purpose.

“It also means being passionate about something, working toward that mission, personally and professionally, and achieving it — sometimes laterally and sometimes taking two steps back to leap forward while realizing that you are making a difference by changing the world one person at a time (if not yourself),” Nina said.

Nina first started attending FWA events as a non-member in 2007 during the financial crisis. After attending many events, that FWA President invited her to get more involved, so she joined the FWA and one of its committees. Since 2009, she has been very active, including (in no particular order) serving as:

First Black and 58th President of the FWA (2021–2023)
President Elect and Leadership Council Chair (2019–2021)
Executive Vice President (2018)
Vice President of Membership and Engagement Division (2017)
Membership Chair (2016)
Membership Co-chair (2015)
Head of Membership Committee’s Ambassador Program (2014)
MUFG/FWA President’s Circle Relationship Manager (2009–2021)
FWA Member at Large (2009–present)
FWA Immediate Past President (2023–2025)
Co-chair of the upcoming FWA 70th Anniversary Gala

“Having the privilege to provide executive oversight over dozens of personal and professional development initiatives, featuring and honoring thought leaders that enrich the careers of financial services professionals, and having orchestrated hundreds of events, including an international business conference to Bermuda and the 65th anniversary celebration, both in 2023, have been a few other successes that I’m proud of. The FWA has changed my life. I am honored, proud, and happy to give back via this illustrious organization. We’re here for you throughout your financial services career,” she says.

The FWA Voices Committee, chaired by Leya Yusupov, celebrates and amplifies the voices, stories, and accomplishments of the FWA community. Follow FWA on LinkedIn for more FWA Voices stories featuring our members!

Registration is Open for the 2026 FWA International Business Conference in the United Arab Emirates

Thu, 09 Oct 2025 14:57:10 GMT

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!

Hermina “Nina” Batson: Fearless Leadership and a Lasting Legacy in Mentorship

Thu, 02 Oct 2025 16:18:04 GMT

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.

Professionally, Nina has worn many hats and handled each with authority. She spent 25 years with FWA corporate sponsor MUFG, earning a reputation for expertise and steady leadership. Most recently, she was at Barclays as Director, Head of Regulatory Engagement in Internal Audit, where she addressed complex regulatory issues. But ask Nina where her true legacy lies, and she won’t point to a title or a promotion. She’ll talk about mentoring.

Since joining the Financial Women’s Association in 2008, Nina has dedicated herself to strengthening its mentoring programs. As Membership Chair, she worked to promote the organization's growth by creating a student membership category and providing more networking opportunities for young women with women in finance. During her FWA presidency, she also restructured partnerships to ensure all women could access both professional and personal development opportunities. This approach helped them develop skills “off-the-job” through increased knowledge sharing and confidence building, enabling women to connect, receive mentorship, and learn alongside others in the financial industry for their on-the-job success.

For Nina, mentorship is not just about advancing careers, nor is it one-sided. It is both a personal duty and a call to action. Mentorship involves building confidence where there is doubt, providing guidance where there is uncertainty, and inspiring others to lead courageously. It’s about creating a legacy. It’s about improving the financial industry so success is shared and opportunities are open to others. “Mentorship is very important. It provides mentees and others seeking a relationship with the chance to grow, share, learn, and shape the future of finance, one person at a time. After all, our greatest glory is never in helping ourselves, but in helping others,” she says.

Nina’s leadership has significantly impacted her mentees, colleagues, and the FWA itself. She has been a catalyst for growth, inclusion, and for creating space where voices that were once unheard now take center stage. She listens, she learns, and she walks alongside her mentees with humility and patience. She also ensures her mentees understand what’s expected of them and provides them with the tools to succeed. Additionally, she quickly reminds mentors that the relationship is mutual. Her mentees can feel this difference. Tioluwani Ariyibi, a student at Seton Hall’s Stillman School of Business, is one of them. “There’s no stopping my mentee. She’s a very determined, driven, and resilient person. Her cultural upbringing and respect for her elders help her navigate her current environment,” Nina says proudly.

And she’s clear that the work isn’t finished. Through the FWA’s mentoring programs at Baruch, Seton Hall, the High School of Economics and Finance, and the FWA’s Wall Street Exchange program, Nina sees the opportunity for FWA members to carry the torch forward, invest their time, share their wisdom, and mentor the next generation of finance leaders while also improving themselves. “Change happens when we decide to show up,” she says. Her advice to those following in her footsteps is as bold as her own example: “Don’t wait to be invited to the table. Pull up your own chair!”

Nina (right) and her current mentee, Tioluwani (left).

FWA Voices: Minahil Akmal

Tue, 30 Sep 2025 21:38:55 GMT

My name is Minahil Akmal. I grew up in the vibrant city of Lahore, Pakistan, in a family that placed education at the center of everything. With my mother as a doctor and my father a businessman, I was raised to see education as the most powerful enabler of opportunity. As the eldest of six sisters, I naturally became a role model and trailblazer—paving the way for my siblings and cousins to pursue education and careers abroad.

I began my career as a Finance Analyst in Treasury, where I gained hands-on experience on the repo desk and funding operations and witnessed large financial merger firsthand. This experience gave me early exposure to the complexity of financial markets, legal entity structures, and how institutions navigate crisis.

After several years, I returned to Pakistan to honor a promise to my parents and help run my family’s textile business as COO of a weaving unit with more than 2,200 employees. Immersing myself in operations, supply chain, and textile sales, I learned how to lead at scale, balance financial discipline with operational excellence, and adapt to an entirely different business environment.

Eventually, I transitioned into management consulting, where I have spent most of my career advising G-SIB banks and asset managers. I’ve led transformative projects, built strong relationships with C-suite executives, opened new business opportunities, and developed alliances and go-to-market strategies that deliver sustainable growth.

At the heart of my journey is a passion for breaking barriers and building bridges. From being the first in my family to work abroad, to leading thousands of employees in Pakistan, to advising the world’s largest financial institutions, I remain committed to proving that gender should never define opportunity.

I was the first girl in my family to study abroad, and that decision opened doors for all five of my sisters and many of my cousins. I attended Mount Holyoke College, one of the first women’s colleges in the U.S., and that experience shaped me into who I am today—confident, ambitious, and committed to the belief that the sky is the limit. It instilled in me the conviction that gender should never define opportunity.

The mission of the FWA—advancing women and creating equal opportunity—aligns deeply with my own journey. After Mount Holyoke, I missed the intellectual conversations and community of women who made me feel like anything was possible. FWA gave me a way to reconnect with that energy, surround myself with inspiring women, and invest in a cause that is very close to my heart.

I was first introduced to the FWA over by Katrin who encouraged me to get involved and gave the opportunity to host an international business conference. That experience was pivotal—it not only strengthened my leadership skills but also helped me realize what I most enjoy doing and broadened my professional and personal network.

The FWA has had a profound impact on both my career and my personal development. Professionally, it has provided me with opportunities to showcase leadership, expand my network, and collaborate with inspiring women leaders across industries. Hosting events and contributing to initiatives has sharpened my skills in strategy, relationship building, and thought leadership.

On a personal level, the FWA has given me a renewed sense of purpose and community. It has reconnected me to the kind of intellectual conversations and supportive environment I cherished at Mount Holyoke. The women I’ve met through FWA continually remind me that anything is possible, and they inspire me to keep opening doors for the next generation.

New Report Calls for Systemic Change in Finance Workplaces - Driving Effectiveness, Innovation, and Profitability

Thu, 04 Sep 2025 20:07:38 GMT

The Financial Women’s Association (FWA) announces the release of a new white paper, The Post-Pandemic Return Among Women in Finance , authored by cultural anthropologist Dr. Melissa Suzanne Fisher. Commissioned by the FWA, the report examines how return-to-office policies and shifting workplace norms continue to shape careers in the financial services industry and outlines practical steps firms can take to build more resilient, inclusive, and future-ready workplaces.

Based on pandemic and post-pandemic research, the report offers an analysis of challenges that remain highly relevant today: balancing work and family responsibilities, supporting employee well-being, and dismantling systemic barriers that hinder career success. Drawing on interdisciplinary social sciences and firsthand accounts, the report highlights persistent cultural and structural barriers that limit progress across the industry.

The report highlights that while the pandemic's remote work experiments offered employees new ways to balance work and personal life, the push for a full-time return to the office threatens this progress.

Key recommendations highlighted in the report include:

Responsibility of caregiving and work/life balance should be shared across the organization, rather than leaving individuals to manage these challenges alone.
Firms should focus on addressing bias and discrimination embedded in their systems, not just changing individual attitudes.
New models of mentoring and support are needed to reflect evolving work environments (such as hybrid work) and changing employee needs.

Dr. Fisher, author of Wall Street Women , and a faculty member at Parsons School of Design, as well as a Senior Advisor at CFAR Consulting and Coaching Services, argues that supporting employees in balancing work, family, and personal needs is not only the right thing to do - it also drives innovation, effectiveness, and long-term profitability.

The Financial Women’s Association has championed the advancement of women across the financial industry for nearly 70 years. This report adds to that tradition by offering actionable strategies firms can adopt to create more welcoming, supportive, and equitable workplaces so all employees can thrive.

About the FWA

Founded in 1956 by eight trailblazing professionals on Wall Street, the Financial Women’s Association (FWA) is a nonprofit organization committed to supporting leadership, professional growth, and community across the financial industry. With an engaged membership that includes individuals, corporate sponsors, and strategic alliances with educational institutions and other organizations, the FWA provides access to high-impact programming, mentorship, and educational opportunities. Through its numerous events and initiatives, the FWA fosters connection, innovation, and career advancement for those shaping the future of finance.

About Melissa Fisher

Melissa Fisher, Ph.D. is a cultural anthropologist specializing in gender, finance, and workplace culture. She is a Senior Advisor at CFAR, a Visiting Scholar at NYU’s Institute for Public Knowledge, and teaches in the Strategic Design and Management program at Parsons School of Design. Melissa is the author of Wall Street Women and Frontiers of Capital (Duke University Press). Her current research explores equity in evolving workplace environments. Named one of Avuity’s Top 65 Work Tech Experts to Follow in 2025, she consults widely on leadership development and today's complex business needs. Want to explore how anthropological tools and approaches can design a more human-centered workplace? Melissa's consulting services can be found at www.melissafisherphd.com . She is also offering 15 minute free consultations. Connect with her at msf4@nyu.edu .

Member2Member Applications Open - Apply for Mentorship Today

Tue, 02 Sep 2025 16:33:34 GMT

The FWA Member2Member mentoring program helps advance the FWA mission of accelerating leadership and success of women in the financial community. The program pairs experienced FWA members with those eager to build leadership skills and advance their careers.

We're pleased to announce that the next cohort of the Member2Member program will run from November 2025 through April 2026. Applications are open now, and the deadline to apply is Monday, October 6, 2025 .*

Our goal is to create meaningful mentor and mentee partnerships where pairs work together to identify strengths, uncover opportunities, and empower the mentee. We also encourage networking and reverse mentoring among members of the cohort.

Interested in participating? Learn more here!

*The Member2Member program is only open to FWA members. Not currently a member? Join or renew today!

Stories From School: Moments that Matter

Thu, 21 Aug 2025 19:05:46 GMT

Last night, FWA board member Katrin Dambrot hosted Stories from School , an evening of connection and community in support of the FWA Mentorship and Scholarship Program at Seton Hall University .

The theme of the evening was moments that matter. Guests shared personal accounts of mentors and experiences that shaped their college years and early careers—powerful reminders of how guidance and opportunity can change lives.

Thanks to our generous supporters, we’ve raised $17,000 toward our $25,000 goal! To help us continue supporting the next generation of leaders, make a gift here .

2026 FWA International Business Conference: Join Us in UAE!

Tue, 19 Aug 2025 19:18:34 GMT

We are excited to announce that the Financial Women’s Association is planning to host its next International Business Conference in Abu Dhabi and Dubai in April 2026. This one-week immersive conference will feature high-level meetings with financial leaders, global innovators, and cultural experiences.

If you’d like to receive early updates and priority access as plans develop, please complete the short interest form below. Space will be limited.

Update: The interest form has now closed, but registration for the IBC is open! Click here for details.

Wall Street Exchange Celebrates Graduation

Thu, 14 Aug 2025 20:19:09 GMT

On July 29, the FWA’s 2025 Wall Street Exchange Program held its graduation ceremony. Over eight weeks this summer, 72 rising college seniors from 41 universities with summer internships in finance roles with 40 companies embarked on a journey of growth, learning, and connection. WSE is designed to empower the next generation of financial leaders with tools, insights, and relationships that will last far beyond the summer.

Thank you to Wells Fargo Advisors for hosting an inspiring closing event — and to Brenda Titus who shared heartfelt and powerful advice to her 21-year-old self. Among the takeaways were reminders that it’s important to take risks and fail fast, to choose your circle wisely, that the greatest growth happens when you step outside your comfort zone, and that it’s important to find mentors, not idols. After Titus’ presentation, Gerri Bostick and Laura Smith Dunaief, WSE Co-chairs, and Albana Theka, FWA’s President, presented graduates with their program completion certificates.

Congratulations to the 2025 graduates! We look forward to seeing you continue your journey with FWA and beyond. The future is brighter because of you.

Special thanks to Wells Fargo Advisors for sponsoring this in-person celebration and to all of this summer’s speakers, who bring this program to life for the interns who represent financial services’ future. A huge thank you to this year's sponsors: AbleMarkets, Amazon Web Services, Broadridge Financial Solutions Inc, Citizens Bank, Goldman Sachs, Joele Frank, Knopeman Marks, MUFG, PwC, SMBC, and Wells Fargo Advisors. Thanks also to the WSE committee members and the FWA Office for their support.

FWA Summer 2025: Connection, Celebration, Community

Mon, 11 Aug 2025 16:48:09 GMT

Early August brought two standout networking events for women in finance hosted by the Financial Women's Association. One took place on the green, the other in Midtown NYC, and both highlighted the power of professional connection and community.

On August 5, the FWA’s Long Island Committee hosted its 12 ^th Annual Golf Outing at Cold Spring Country Club, one of Long Island’s premier private courses. Members and guests joined for competitive and fun foursomes, a PGA-led golf clinic, and an evening of cocktails, dinner, raffles, and prizes.

"It was a great group of people doing something fun together. I learned new things on the green and got some great professional advice on two pressing issues I am facing. That is the power of FWA events,” said Alissa Desmarais, FWA Executive Director & COO. FWA member Maria Maris added, “What a fun afternoon/evening this was! Already looking forward to the next one.” A special thank you to the Long Island Committee and our generous sponsors for making this women’s finance networking event a success.

Two days later, on August 7, the FWA Summer Soiree brought together finance professionals, industry allies, and FWA members at The Dawson Restaurant & Bar on West 45th Street. Guests enjoyed light bites, lively networking, and meaningful conversations, including connections with the team planning the upcoming International Business Conference in the UAE, Spring 2026.

“These are the moments that remind me why community matters,” shared Samantha Corredor. “Big thanks to FWA for creating this space. Already looking forward to the next one!” Melissa Damiecki added, “Really enjoyed the evening – great atmosphere and nice conversations.”

Whether on the golf course or at a networking reception, FWA events combine professional development, networking, and community building. See what’s next for FWA and the opportunities waiting for you: FWA Events Calendar .

Wall Street Exchange Interns Learn to Own Their Career and Well-being

Mon, 04 Aug 2025 14:15:38 GMT

Interns participating in the Wall Street Exchange Program gathered virtually for the program’s sixth session, sponsored and facilitated by MUFG. The session, titled “Own Your Career: Taking Personal Accountability to Drive Your Destiny,” focused on career ownership, mindfulness, and managing workplace stress, essential tools for thriving in today’s dynamic financial sector.

The event opened with a welcome from WSE Co-Chair, Gerri Bostick, who introduced lead facilitator Marguerita Courtney, Managing Director, Global Learning at MUFG. Marguerita then welcomed her colleagues Enid D. Jean-Claude, Deputy General Counsel, Managing Director at MUFG and Raquel Azevedo, Assistant General Counsel, Director at MUFG, who each brought powerful personal and professional perspectives to the discussion.

Marguerita kicked off the session by emphasizing that career mobility is a shared responsibility and interns must take charge of their own development. This includes honest self-assessment, flexibility, and the initiative to seek learning beyond their job description. “There’s no one right way to do things,” she reminded attendees, “so don’t take everything personally.”

Enid and Raquel shared practical tips such as recognizing organizational culture shifts and the critical importance of human connection. As Enid put it, “Everything in life is about the human connection.”

Breakout group discussions followed on the topic of workplace stress and coping strategies. Interns shared challenges such as navigating downtime and finding purpose when workloads are light. Collectively, they offered creative solutions like scheduling coffee chats, shadowing colleagues, and exploring new areas of the organization.

The session included a guided mindfulness exercise led by Raquel, who offered the following tips for success:

Know yourself
Be curious and open
Identify your core values
Be kind and be flexible

MUFG’s evolving mindfulness initiative, introduced over a decade ago by Director Tsewang Namgyal, now extends to its C-Suite leaders. Interns learned how “slowing down to pause” can boost creativity and resilience. The MUFG team also shared resources including the e-book Integrating Compassion into the Financial Services Industry and recommended Janice Marturano’s book, Finding the Space to Lead .

A heartfelt thank you to the MUFG team for empowering our interns with wisdom that supports not just career growth, but personal well-being. The WSE Co-Chairs, Gerri Bostick and Laura Smith Dunaief, and Committee extend their sincere thanks and appreciation to the President’s Circle Firms, Partnership Circle Firms, and Friends of the FWA for their unwavering support and generosity to the interns and the Wall Street Exchange Program.

Highlights from the Board Leadership Retreat

Thu, 31 Jul 2025 14:18:13 GMT

For decades, the Financial Women’s Association has grown by asking what members need and then making it happen. That same energy was front and center when the FWA Board gathered for a full-day Leadership Retreat focused on connection, clear priorities, and moving forward.

Setting the tone, FWA President Albana Theka kicked off the day with clear direction: How do we honor our history while seizing new opportunities? Facilitator Thea Watkins then guided the Board through lively discussions and practical exercises that turned ideas into action.

The focus for the year ahead:

Membership Growth — reaching more professionals and delivering greater value.
Partnership Expansion — strengthening ties with corporate and mission-aligned allies.
Brand Visibility — telling the FWA story with confidence and clarity.

Teams broke out to brainstorm, test ideas, and present their best plans. The Board voted on top initiatives, setting the course for the year ahead.

Thanks to:

Kelsey Halloran and FTI Consulting for hosting us in their fantastic space.
Thea Watkins for steering the day with insight and care.
Executive Director Alissa Desmarais for grounding us in FWA’s mission, vision, and goals.

The takeaway: A Board that’s aligned, energized, and ready to deliver. You’ll see the impact in upcoming programs, partnerships, and outreach. Thanks to everyone who helped lay the groundwork for a strong year — together, we’re moving forward.

Get Involved — Help Shape the Future of FWA!

Want to make a difference? Join a committee, share your ideas, and help us grow membership, build partnerships, and raise our profile.

Let’s build what’s next — together.

Wall Street Exchange Participants Explore the Future of Finance and Tech

Mon, 28 Jul 2025 17:59:26 GMT

What will it take to succeed in the future world of financial services, where technology plays an even more dominant role?

During week 5 of the Wall Street Exchange Program , an expert panel of industry leaders in AI, blockchain, and data analytics and digital tools, shared their experiences and thoughts about the evolution of financial services and what the future holds for those aspiring to build their careers in finance.

Susan Green of SGAdvisory moderated an expert panel, which included Alix Jules, AI Business Transformation Leader at Broadridge ; Irene Aldridge, CEO and Founder of AbleBlox and AbleMarkets ; and Janna Treybick, Director in the Assurance Innovation & Technology (AIT) - Market Information & Data Analytics (MIDA) practice at PWC .

Panelists emphasized that we are in a transition period, where there is unending opportunity. To be successful in the evolving future, they offered advice around the importance of building relationships and interpersonal competencies, and of being intentional about targeting your next two roles in your skill-building. While technology might rule the future, this won’t change the importance of relationships and ensuring you keep your work and accomplishments visible to others.

Among suggestions panelists offered to interns interested in understanding whether a company will be a good fit were: to speak to current employees, to look for others like you succeeding within the organization, and to ask for stories about those who had been promoted. Inclusion needs to be purposeful, not just platitudes.

The WSE Committee extends its gratitude to the session panelists for an insightful session and for their support of FWA and the Wall Street Exchange Program. Special thanks, as well, to Susan Migliaccio and the FinTech Committee for their assistance in organizing this event.

From Courtside to Connections: FWA’s Unforgettable Day at the Liberty Game

Thu, 24 Jul 2025 16:41:50 GMT

The roar of the crowd, a Liberty comeback win, and the connections sparked in the owner’s suite made July 13 a day that perfectly captured the spirit of the Financial Women’s Association. FWA members and friends gathered at Barclays Center not only to watch an exciting WNBA game but to celebrate community, inspiration, and collaboration.

From courtside cheers to suite-side introductions, the atmosphere was electric as conversations sparked across every corner of the room. It was a chance to build new relationships and strengthen existing ones while enjoying world-class basketball.

Moments That Mattered

What made the day truly memorable was more than the final score. It was the opportunity to connect with leaders, colleagues, and friends in a unique setting. As Laura Smith Dunaief, FWA Wall Street Exchange Co-Chair, shared, “So much fun! Great networking and an exciting game!”

Nina Batson, FWA Past President, summed it up perfectly, “Another great FWA event!”

One first-time FWA attendee said, “It was my first FWA event and I left inspired and energized by the incredible women I met.”

The event would not have been possible without the leadership of Keia Clarke, CEO of the New York Liberty, the support of Robert Windrem of NetsDaily, Programming Committee Chair Patti Domm, FWA Executive Director and COO Alissa Desmarais, and the talented photographer Leya Yusupov who captured the day’s energy.

Why It Matters

This event was about much more than basketball. It was about connection, collaboration, and building a network that creates new opportunities. When women show up for each other, these moments become the fuel for bigger goals and bold actions.

Looking Ahead

The Liberty game is just one of many experiences the FWA offers to bring members together, share ideas, and celebrate leadership. Whether in a boardroom, on the golf course (don’t miss the Golf Outing—Aug 5), or inside an arena, FWA creates spaces where meaningful connections thrive.

Ready to join the next event?

This is the type of access and community you can only find at the Financial Women’s Association. Don’t miss your chance to be part of the next unforgettable experience. Join today!

Joele Frank shares Strategic Communications Career Opportunities with Wall Street Exchange

Tue, 22 Jul 2025 19:53:23 GMT

During week 4 of the Wall Street Exchange Program , participants were engaged in a highly interactive session about career opportunities in Strategic Communications (StratComms), a field with which only 50 percent of the interns were familiar.

Heather Wallach and Jordan Resnick from Joele Frank shared that, for those with a passion for storytelling and writing and with exceptional attention to detail, StratComms offers an opportunity to flex those skill muscles by helping firms manage crises, communicate clearly, and develop company narratives. While many firm relationships might begin with transactional engagements, they often evolve into long-term partnerships.

StratComms requires coordination and cross-communication with other partners that form a firm’s advisory circle, such as Investor Relations and Public Relations firms. This makes relationship-building and other interpersonal skills valuable attributes.

While a degree or background in finance is not required, Jordan Resnick shared advice for those interested in entry level opportunities. She recommended following business news platforms to learn and stay current and writing a cover letter that expresses curiosity and interest in the field.

The WSE Committee extends its gratitude to Joele Frank and its speakers for an insightful session and for their support of FWA and the Wall Street Exchange Program.

Voices From Red Bank: Two Nights of Connection

Thu, 17 Jul 2025 15:50:32 GMT

Our Tastes of New Jersey series continued earlier this month with two dinners at Monticello’s in Red Bank on July 9 and July 12. Both evenings reminded us why these gatherings matter: authentic conversations, shared stories, and the chance to connect beyond titles and LinkedIn headlines.

As one attendee said:
“Absolutely fantastic evening. Each of you have such interesting backgrounds and experiences. It was a pleasure.” – Maggie Kriebelt

The discussions covered everything from work-life balance to travel and even astronomy, creating a space where members could learn from and inspire one another.
“Such a nice evening. A pleasure dining with all of you.” – Debra Curran

Many thanks to Past President Nina Batson for making these evenings possible:
“What a fantastic time. Thanks to Nina for facilitating it.” – Susan Aufiero-Peters

We are bringing this same energy to Summit tonight, with Clinton and Westfield coming up soon. Join us at the table...

FWA Leaders Visit the Consulate General of the United Arab Emirates

Wed, 16 Jul 2025 15:04:44 GMT

The Financial Women’s Association had the great honor of visiting the Consulate General of the United Arab Emirates (UAE) in New York City. We were warmly welcomed by Her Excellency Amna Ali Hamad Bin Zaal Almheiri and her team, who graciously shared their time and insights on the UAE’s remarkable journey of economic development, visionary leadership, and global engagement.

Our visit marks the beginning of preparations for the FWA’s 2026 International Business Conference , which we are thrilled to host in the UAE next April. We extend heartfelt thanks to Her Excellency and the Consulate for their generous support and to Elynore Moran for her seamless coordination and professionalism.

Each year, the FWA’s International Business Conference explores a region where fundamental investment and business opportunities are emerging. Since 1978—when we were one of the first U.S. delegations to visit China after its reopening—FWA has brought delegates to more than 30 countries across six continents. In every destination, we meet with senior government officials and business leaders to gain firsthand insights into economic conditions and policy strategies that shape global finance.

For nearly five decades, the IBC has empowered our members to deepen their understanding of international markets and bring that knowledge back to their careers, companies, and communities in the U.S.

As we look ahead to 2026, we are excited to spotlight the UAE’s dynamic role in finance, technology, and global diplomacy—and to further cultivate cross-cultural dialogue and professional exchange.

From left to right: Alissa Desmarais, FWA Executive Director; Pawneet Abramowski, President Elect; Albana Theka, President; Her Excellency; Patti Domm, Board member and Co-Chair of the UAE IBC; Mee Warren, Co-Chair of UAE IBC

From Albania to FWA President: My Story, My Vision, Our Future

Thu, 03 Jul 2025 15:24:55 GMT

It was only a couple of weeks ago that I stood in front of many of you at our Annual Members Meeting . The moment I took the stage as the 60th President of the Financial Women’s Association, I felt a wave of gratitude—not just for the role, but for the road that brought me here.

That road started thousands of miles away, in a small city in southern Albania.

I was 16 years old when I told my parents I wanted to go to America—not just to visit, but to live, to learn, to build something bigger than what I could see around me. Although a difficult decision, my parents supported me. They knew that as a woman, growing up in a country that had seen communism, a difficult transition to democracy, civil war and refugee crisis, I wouldn’t have the same opportunities if I had stayed.

That decision would change my life forever.

I left home in August 1999 with a suitcase, a laminated photo of my family—which I always keep in my wallet—and a heart full of hope. I wouldn’t see my parents again for six years.

My first stop was Kentucky where I lived with a host family, I experienced American culture, worked hard and graduated in the top 10 of my class. I then moved to New York City and attended St. Francis College while working at Ridgewood Savings Bank. I earned my MBA while navigating long subway rides, late-night study sessions, and learning to build a life in a city that never stops moving.

I had dreams of Wall Street, but I graduated into the 2008 financial crisis—a time when the path forward wasn’t clear. Still, luck met preparation. I joined NYU Langone as a budget analyst, and over 12 years, I rose to become Director of Financial Planning & Analysis.

NYU gave me more than a job. It gave me a mentor—Susan DiGeronimo-Wild. Susan believed in me, promoted me, challenged me, and supported me like a second mother. She was the kind of leader I hope to be. When I met my husband George, I even sought Susan’s blessing—because I trusted her guidance that much. George and I built a life together, and he gave me my two greatest joys: Leo and Emily.

And yet, even the most stable chapters eventually turn. When Susan left NYU in 2019, I felt adrift. I began asking: What’s next? Where do I belong now?

Like many of us do in moments of transition, I turned to Google. I typed: “Women in Finance.”

That’s when I discovered the FWA.

Finding My Place

I received a message from Marie-Helene Kennedy-Payen shortly after joining—kind, welcoming, warm. That message changed everything. I went to my first event and met Simone Vinocour and Nina Batson—then President and President-Elect. I remember thinking: How often do you walk into a new organization and are immediately greeted by its leadership?

I felt seen. I felt like I belonged.

In 2020, when the pandemic hit and I, like so many others, lost my job, FWA became more than a network—it became my anchor. Marie-Helene and I started a weekly Friday accountability call to stay focused and push each other forward. We still have those calls, five years later.

From there, I leaned in—deeply. I joined the Membership & Engagement Committee , the Financial Backpack Committee , and the Member-to-Member Mentorship Program , where I had the incredible fortune to be paired with Annette Stewart.

Annette’s belief in me pushed me to run for President-Elect. And that’s the thread running through my entire story— people who believed in me when I needed it most.

That’s the heart of FWA.

My Vision as President

As I begin this year of service, I carry with me every challenge, every leap, and every lesson I’ve learned—from my childhood in a post-communist country to building a career and a family in America.

I also carry a vision for what FWA can continue to be:

A community where every woman feels seen.
A space where potential is met with possibility.
A network that doesn’t just elevate resumes—but lives .

This year, I’m focused on three bold goals:

Grow our membership by 20% — expanding our reach and deepening our impact.
Establish four new corporate partnerships — bringing in mission-aligned organizations to fuel our work.
Strengthen our digital presence — making FWA more visible, accessible, and influential.

We’re already rolling out new initiatives . We’re bringing back the Executive Leaders Committee , building up the Florida, AI, Lifescape, and FWA Voices committees, in addition to planning our 70th anniversary celebration , and investing in stronger programming to serve each stage of our members’ careers.

Because who we serve is central to everything:

Next Gen & Emerging Leaders – students and early-career professionals building a foundation
Rising Stars – mid-career women navigating growth, influence, and leadership
Senior Visionaries – executives seeking thought leadership, board presence, and legacy
Legacy Champions – retired trailblazers who continue to give back
Strategic Allies – male champions committed to equity and inclusion

My Call to You

This community is only as powerful as the people within it.

If you’re already a member, I hope you’ll re-engage with purpose —

Join a committee
Become a mentor
Lead an event
Bring a friend
Tell your company’s leadership about us

If you’re new to FWA or considering joining : welcome . There is a place here for you, no matter your stage or story.

You are FWA’s greatest ambassador. Your story, your voice, your presence— they matter.

Together, let’s build a future where women in finance don’t just survive… we lead, we thrive, and we lift others as we rise.

Thank you for walking this journey with me. I’m honored to lead, serve, and grow with you.

With gratitude and purpose,

Albana Theka

President 2025-2027

Financial Women’s Association

P.S. Let’s put the fun back in FWA. Our work is serious, but our joy is powerful. Here’s to a transformative year—together.

Become a Mentor with FWA’s High School Mentoring Program

Wed, 02 Jul 2025 14:51:23 GMT

The Financial Women’s Association (FWA) is now inviting applications for mentors to join our Mentoring Program at the High School of Economics and Finance (HSEF) .

This is a unique opportunity to mentor a high school junior or senior and make a meaningful impact by providing guidance, support, and inspiration as she navigates her academic journey and begins exploring future career paths.

As a mentor, you’ll:

Empower a young woman to succeed in school and beyond
Develop your own leadership and coaching skills
Connect with a dynamic network of FWA professionals
Contribute to building the next generation of women in finance and business

Mentor Requirements:

Must be an active FWA member
Available for structured mentoring sessions
Committed to supporting youth development and career readiness

Ready to make a difference?

Apply here: https://forms.gle/8yy8q2JfWddb2vB27

To learn more about this opportunity, please review the FWA HSEF Program Guide PDF and the Urban Village Mentor Info PDF .

Want to make an even bigger impact?

We're looking for an enthusiastic and energetic FWA member who is passionate about supporting and empowering the next generation of women leaders in finance to co-chair the FWA High School Mentoring Program Committee and help lead our program at the High School of Economics and Finance (HSEF).

Prior mentorship experience is preferred. This role will be part of the FWA Leadership Council. If you are interested, please reach out to FWA Educational Programs Manager Kelsie Piersaint ( kpiersaint@fwa.org ) and HSEF Program Chair Meishanka Moodley ( mmoodley@deloitte.com ) for more information.

Wall Street Exchange Interns Learn What It Takes to Deliver and Excel

Tue, 01 Jul 2025 17:54:42 GMT

On June 24, 2025, interns in the FWA’s Wall Street Exchange Program came together virtually for the third session of the summer, an energizing and highly practical experience titled “Foundation for Professional Excellence.”

The session was sponsored by Knopman Marks, a boutique NYC-based firm touted for its high-performance training for securities licensing exams. Nina Batson, former FWA President, introduced the session presenter Brian Marks, Partner since 2010, Head of Performance, and a member of the firm’s Board of Directors.

Brian delivered an interactive, high-impact session designed to give interns tangible tools they can immediately apply in their internships and long after. His guidance included:

Five Credibility Killers, including two critical missteps:

Handing your boss a problem without offering a solution
Saying, “That’s not my job”

Five Credibility Builders, including:

Taking initiative by asking, “What would take this to the next level?”
Applying feedback immediately and visibly to show responsiveness

He also introduced interns to a Strategic Action Matrix, a 4-box framework that maps strategy vs. execution, encouraging interns to assess where they currently fall. He encouraged them to strive toward the high-performance quadrant where strategic thinking meets strong execution.

Brian challenged interns to step outside their comfort zones, just 4% beyond, to stimulate growth, even when facing fear, mental roadblocks, or a lack of confidence. His advice? Take small, consistent actions that stretch your limits and develop resilience.

One of the session’s most resonant takeaways was the reminder to “land the plane.” In other words, your work isn’t done until you’ve evaluated the success of a project and reflected on what worked and what didn’t.

Interns had the chance to ask questions throughout, and Brian’s thoughtful, actionable responses helped them better understand how to own their effectiveness, work through ambiguity, and build reputation capital within their organizations.

A huge thank you to Knopman Marks and Brian Marks for investing in the next generation of finance professionals.

The WSE Co-Chairs and Committee extend their sincere thanks and appreciation to the President’s Circle Firms, the Partnership Circle Firms, and the Friends of FWA for their unwavering support and generosity to the interns and the Wall Street Exchange Program .

Women Shaping Fintech's Future: Highlights from Our "Transforming Finance" Event

Thu, 26 Jun 2025 16:41:38 GMT

By Samantha Corredor, FWA Member

As fintech rapidly evolves, one thing is clear—women are driving innovation and shaping the future of finance. That vision came to life at our recent "Transforming Finance" event, hosted in collaboration with NYC Fintech Women and Amazon Web Services (AWS). Held at AWS’s New York City office, the evening brought together bold thinkers, trailblazing technologists, and finance leaders to explore how blockchain, cryptocurrency, and AI are redefining the financial landscape.

The evening featured two thought-provoking panel discussions that brought together women leading the charge at the intersection of finance and technology.

Breaking Barriers – The Institutional Adoption of Crypto, Blockchain, & Digital Assets

Moderated by Ruchy Sharma , Principal Analytics GTM Specialist at AWS, this panel explored how institutions are embracing crypto and digital assets despite a complex regulatory landscape. The panelists—all women shaping this space—shared candid perspectives:

Elle Leemay Chen – Investor, Reciprocal Ventures
Kristen Keyes – Head of Strategic Partnerships & Enterprise Sales, Paxos
Caroline Tarnok – VP, Financial & Operational Risk, Coinbase
Nelli Zaltsman – Head of Platform Settlement Solutions, Kinexys by J.P. Morgan

Each of these leaders is pushing boundaries in a space still largely defined by legacy systems, helping financial institutions adopt and adapt responsibly.

The Tech Stack of the Future: Building Secure & Scalable Digital Assets

Led by Vivian Lai , Principal Capital Markets Specialist at AWS, this discussion focused on what it takes to build tech infrastructure that can scale with the growing demands of digital assets. The panel featured:

Jeffrey Alberts – Partner, Pryor Cashman
Eric Kang – Head of DeFi, Ava Labs
Jasmine J . – Digital Assets Strategist, Fidelity Digital Asset Management (FDAM), Fidelity Investments
Elizabeth Dethy – Principal, Head of Sell Side Product, Talos

Panelists provided valuable insights into how tech and finance must work hand-in-hand to ensure security, transparency, and long-term viability.

Closing Remarks

FWA President Albana Theka closed out the evening by thanking our partners and the FWA community. Since our founding in 1956 by pioneering women in finance, we’ve remained committed to ensuring that women not only have a voice—but also the tools, networks, and visibility to lead in financial innovation.

See More from the Event

Check out the event photos below! For more highlights and videos, follow us on LinkedIn and Instagram .

Let’s Keep the Momentum Going

Together, we’re shaping the future of women in finance—and we’d love for you to be part of it.

Follow us on LinkedIn , Instagram , and Facebook , and become a member of the FWA to connect with a network of professionals driving impact in finance and beyond.

Networking in the Digital Age: Expert Panel Shares Insights with Wall Street Exchange

Tue, 24 Jun 2025 16:26:17 GMT

What does it take to network effectively in the digital age? During Week 2 of this summer’s Wall Street Exchange Program , Dan Yu, co-founder of FutureProof You , moderated an animated, expert panel on Networking Best Practices that addressed this topic. Panelists included Christina Li, Managing Director and Global Head of Strategic Partnerships at Goldman Sachs; Olivia Ross, Community Engagement Partner for Citizens Bank; and Elizabeth Virga, Director of Regulatory Enforcement for SMBC.

In addition to sharing their own compelling experiences, the panelists impressed the program interns with their candor and practical suggestions for building strong networks. Some of the many tips shared included listening with purpose to make informational interviews more constructive, focusing on building deeper relationships with connections, and emphasizing the value of asking others for feedback about yourself. These skills are even more important in the digital age.

Panelists also emphasized the importance of optimizing LinkedIn and cultivating their networks through social and other virtual platforms.

The session culminated in a collective sharing of helpful books, podcasts, websites, and other resources to continue to improve participants’ networking skills.

The WSE Committee extends its sincere thanks and appreciation to our moderator and panelists for a terrific session. We are also grateful to FWA President’s Circle sponsors Citizens Bank and SMBC, and to Goldman Sachs for their support of the Wall Street Exchange Program .

FWA Celebrates Leadership, Legacy, and a Bright Future!

Wed, 18 Jun 2025 22:14:44 GMT

By Joanna Jordan, FWA Intern

"Give me an F! Give me a W! Give me an A! F-W-A!" This was the level of non-stop energy and overwhelming passion that lit up the SMBC Group offices at our Annual Meeting and New Member Welcome on June 10, 2025.

It wasn’t just any Annual Meeting; it was a moment of reinvention. The FWA turned the page and stepped into a bold new chapter with the official welcome of our new President, Albana Theka. Albana didn’t just step onto the stage. She owned it. She stepped into the role with fire, flair, and a plan that’s as fearless as she is. Her speech was not your typical podium read. It was intimate, real and relatable. Albana took the audience on a personal journey, from her roots in Albania to her bold leap to the U.S. in search of purpose. A Google search led her to the FWA in 2019, and the rest is history. From that digital moment to this very real one, her journey came full circle.

Now, she’s here to lead. And she’s not playing small. With big goals such as a 20% increase in membership, four new corporate partnerships, a digital transformation, and four brand-new committees (hello Florida, AI, Voices of the FWA, and Lifescape), Albana is shaping a future full of purpose and power. And her energy while doing it? Absolutely contagious.

The night wrapped with a surprise musical performance by Albana and George Theka, her husband. It was a heartfelt tribute to the FWA and everything our community stands for, and it was unforgettable. With our 70th anniversary on the horizon, the FWA isn’t just celebrating legacy. It’s rewriting the future, with more voices, more impact, and more fire than ever before.

Ready to be part of what’s next?

Connect with Albana , follow us on LinkedIn , and join this powerful movement. Let’s build this exciting new chapter together!

Wall Street Exchange Program Kicks Off at AWS offices in NYC

Wed, 18 Jun 2025 18:41:06 GMT

The Financial Women's Association (FWA) proudly kicked off another impactful summer of the Wall Street Exchange Program on June 11, 2025. The program is now approaching its 50th year of advancing excellence, connection, and leadership for the next generation of financial professionals.

This year’s program opened with a dynamic, high-energy event hosted by Amazon Web Services (AWS) at their Midtown NYC office. We are deeply grateful to Megan Restuccia, Priya Chesnutt, PhD, Tomris Postaci, and the rest of the dynamic AWS team for their warm hospitality. It was a seamless orchestration of a powerful evening that brought together 70 exceptional interns representing financial services, insurance, and other finance-related roles across the industry.

The kickoff included an engaging speed networking bingo activity, which was a big hit! The interns made meaningful new connections, broke the ice with future collaborators, and began building the kind of professional relationships that often lead to lifelong friendships and mentorships.

As one intern said: “This is a huge opportunity to connect with so many people in the finance industry. I’m looking forward to making new friends and having an incredible summer. Thank you all for making this possible.”

With the bar set high, the 2025 Wall Street Exchange Program is officially underway, and we look forward to a summer full of learning, growth, and transformative connections.

A heartfelt thank you goes to the FWA leadership who helped make this evening possible, including FWA President Albana Theka who welcomed the interns and offered words of wisdom to help them succeed; Alissa Desmarais, Executive Director & COO; Kelsie Piersaint, Educational Programs Manager; and Meredith McGriff, Director of Technology and Communications. Their presence and support are instrumental to the continued success of the WSE program.

The WSE Co-Chairs, Gerri Bostick and Laura Smith Dunaief, and the entire WSE committee extend their sincere thanks and appreciation to the President’s Circle Firms, the Partnership Circle Firms, and the Friends of FWA Firms for their unwavering support and generosity to the interns and the Wall Street Exchange Program.

FWA Welcomes Board Members for 2025-26

Thu, 12 Jun 2025 16:30:02 GMT

Please join us in congratulating and welcoming the new and returning Financial Women’s Association Board Members for the 2025-2026 term. We look forward to working with you to support and serve our community. Thank you for your leadership and service!

Introducing FWA's 2025 Summer Interns

Thu, 05 Jun 2025 19:43:53 GMT

The FWA is pleased to welcome Riya Shah and Joanna Jordan from the Jaggar Community Fellows Program at Adelphi University . This competitive program offers paid nonprofit internships, benefiting both organizations and students. Riya joins us as our Database Management & Data Analysis intern, and Joanna is our Marketing and Communications intern.

"I am Riya Shah, pursuing my Master of Science in Business Analytics from Adelphi University. Through this internship, I am looking forward to apply the skills I have learned throughout my course of study and be there whenever needed and to be the asset to the company. I am interested to work in the field of finance as well as IT and I feel working with FWA would be a wonderful opportunity for me to get a hands-on experience of the corporate world as well as in the field of finance."

" My name is Joanna Jordan, a rising junior at Adelphi University majoring in Finance with a minor in Communications (Journalism and Public Relations). As an international student from Jamaica, I have held leadership roles such as Peer Assistant Leader, Commuter Assistant Leader, and Executive Treasurer of the Student Government Association. I am actively involved in the Willumstad Business School’s Student Investment Fund and Finance Club, and I was recently named a Willumstad Leadership Scholar. Passionate about volunteerism, I have contributed to community service projects locally across Long Island and abroad in both Jamaica and Puerto Rico. I am always interested in helping others and making people happy!"

We're excited to have Riya and Joanna join us, as their contributions will help advance our mission of empowering all women in finance while providing them valuable experience in the nonprofit sector.

Kathryn Mayer Shares Highlights from Our 'Elevate Your Network' Event

Thu, 29 May 2025 19:10:34 GMT

Highlights from Kathryn Mayer:

I’m honored to have been the featured speaker at the Financial Women’s Association (FWA) event, Elevate Your Network, Empower Your Career . A huge thank you to the FWA Membership & Engagement Committee, Erin K. Preston, Samantha DiMercurio, and Marsh McLennan for making this happen.

Networking is evolving as many of us are returning to the office again, and FWA members are eager to rebuild their skills. Despite the rainy evening, the energy, engagement, and willingness to be vulnerable made this workshop unforgettable.

I opened with this powerful insight:
"Research shows that new ideas and career opportunities are most likely to come from weak ties – relationships outside our closest circles."*

To illustrate this, I shared my own experience—how a simple question to my book editor led me to a life-changing conversation with keynote speaker and bestselling author Victoria Labalme who is a weak tie. Her advice? Just start calling yourself a keynote speaker. That shift in mindset transformed my approach, leading to new opportunities within weeks.

Then, I challenged attendees with an interactive exercise. Each participant partnered with someone they didn’t know, spending five minutes brainstorming a person they wanted to meet or a request they could make to connect with a weak tie. The energy in the room was electric as women realized the untapped potential in their networks.

Next, we explored key principles of strategic networking: defining its purpose, differentiating mentor-sponsor relationships, and identifying the 10–15 critical connections that drive success. Attendees then paired with new partners to reflect on how they define themselves—not just professionally, but through their education, family roles, hobbies, volunteer work, and social circles. Many discovered surprising commonalities, from boxing to shared alma maters, reinforcing the power of authentic connections.

By the end, everyone walked away having met at least two to three new people and with actionable strategies to enhance their network.

If you want to dive deeper, I cover strategic networking in my newly released book, The Productive Perfectionist. I also write a monthly blog on leadership development, so stay ahead of the curve and subscribe! Plus, if you're looking for coaching or training, visit kcmayer.com to connect and to buy my new book!

*Gianpiero Petriglieri, “How to Make Better Friends at Work,” MIT Sloan Management Review, volume 65, no.3 (Spring 2024), page 44

Spotlight on Ariel Boverman, Nominating Committee Chair

Thu, 22 May 2025 15:13:35 GMT

Building and retaining leadership and a pipeline for the future

Ariel Boverman is a human resources (HR) professional who has used her expertise to guide executives though organizational change at top firms including Marsh and McLennan, PwC, EY and Wells Fargo Advisors. She represents the Nominating Committee on the FWA’s board, and previously, she served on the board of the Society for Human Resource Management (SHRM). In her free time, Ariel loves engaging with diverse people and cultures and being a tourist in her own city.

Sherree DeCovny, co-chair of the FWA’s Marketing & Strategic Communications Committee, spoke with Ariel about her background and her role in helping the FWA ensure sustainability through strong leadership.

Sherree: What’s your professional background, and why you chose to go down that path?

Ariel: Originally, I wanted to be a lawyer, so I studied political science at Queens College, City University of New York. I was recruited to the Student Faculty Disciplinary Committee, and I was a student senator for four years. I also lobbied in Albany, set policy and participated in panels to hire some senior leaders at Queens College.

However, I took a class called “Personnel,” and I fell in love with HR. I like helping people, and that was the focus of HR at the time. Nowadays, HR is all about organizational change, employee engagement, manager, leader effectiveness and risk management.

I’m a continuous learner, so I earned an MS in Human Resource Management and Labor Relations at New York Institute of Technology School of Management. In addition, I recently earned a Diploma in Transformational Coaching from NYU’s School of Human Capital Management, and a Diversity, Equity & Inclusion Certificate from University of South Florida, MUMA School of Business.

As a young human resources professional, totally engrossed in my job, I knew that if I didn’t develop a network and keep my skills fresh, I would have a problem later on in my career. I joined the New York Chapter of the SHRM and was an active participant for 18 years. I met many people through the multiple functions I performed at that organization. I was voted to the board and ran the Global Human Resources Director Group for 15 years. I organized five thought leadership events a year for 15 years for the most senior global HR professionals in New York. I also served as president-elect for one year.

Currently, I’m on a career break for elder care, but I’m constantly sharpening my knowledge and skills – especially in AI and employment law – so I’m ready to go back into the workforce. As a volunteer, I apply my experience and skills to add value to the FWA’s programs. I also co-lead a weekly executive roundtable with more than 100 executives, facilitating job search and career discussions. This is crucial during these challenging times, helping executives pivot their functional roles and industries.

Sherree: How long have you been a member of the FWA, and what was your leadership journey with the organization?

Ariel: I’m starting my fourth year as an FWA member, but it feels much longer because I’ve done so much. I joined the organization when I worked at Wells Fargo Advisors, which was a President’s Circle member of the FWA. My first role was to co-lead the Back2Business program, which was designed to help women return to the workforce after a career break. I also joined the Membership Committee because I have a lot of experience in membership and engagement.

Within about a year, I had a conversation with several FWA leaders, who thought I would be good candidate for the board. I expressed interest in the Nominating Committee because it focuses on talent and succession planning – a very important HR function. I was elected to the board, and I’ve served as chair of that committee for the last two years. I’m also co-lead for the Pacesetters Leadership Development program.

I’m excited by my work at the FWA because I’ve led a team that has contributed to building and retaining our leadership and a pipeline for the future. Putting processes in place to ensure that we’re getting the right leadership is very dear to my heart.

Sherree: What skills and expertise do you need to be an FWA board member?

Ariel: First, you have to be committed to the FWA’s mission and membership. You need to come to meetings with ideas and be prepared to discuss issues and make decisions. Being a good board member is about building trust and relationships. If you say you’re going to do something, you need to actually do it. You’re expected to contribute your skills, experience and connections to further the FWA’s mission. Finally, you need to be an ambassador for the organization to expand our membership and endowment.

Sherree: How did you benefit from your FWA experience, both personally and in your career?

Ariel: I’m giving back by contributing my HR experience and skills to a community of female leaders currently working in financial services as well as younger women who aspire to have a career in the industry.

In addition, the FWA has enabled me to enhance my leadership skills, especially motivating unpaid professionals to accomplish shared goals for a nonprofit.

Sherree: The world has changed a lot over the last few years. What are the FWA’s biggest opportunities?

Ariel: The FWA is planning to roll out many new initiatives over the next few months to refresh our programs and activities, as well as enhance our leadership and culture. We embrace innovation to lead change in finance, leadership and women’s advancement.

Sherree: What career advice do you have for our current and prospective members? How can the FWA help them achieve their goals?

Ariel: Make time to build your network both internally at your company and externally. Join the FWA, volunteer on committees and take leadership roles. The FWA needs volunteers who are passionate, dedicated and want to help us grow.

Volunteer leadership provides valuable experience to help sharpen your skills and expand your professional network that advance your career and shape the FWA’s future. Many of these positions offer off-the-job-training for on-the-job-growth. Stretch in a collaborative environment, and be prepared for the next level.

2025 Dollars For Scholars Campaign Focuses on Graduate Success

Thu, 15 May 2025 13:44:10 GMT

Dear FWA Members,

It’s graduation season, a time to remember the countless young lives touched by FWA’s mentorship programs, scholarships, and educational initiatives. To celebrate our incredible graduates, it is time for our annual Dollars for Scholars fundraising campaign.

FWA’s life-changing programs have given thousands of female scholars the guidance and tools to succeed in the classroom, and our outstanding alumnae are pursuing careers at many top-tier firms.

Last year, with support from the generosity of our donors and sponsors, we:

Provided guidance, development and networking opportunities through 119 high school and undergraduate mentorships
Awarded scholarships and financial support for 57 students from our programs
Supported 24 mentees to attend local leadership conferences for women
Provided financial training to 250 Baruch graduate school students
Accepted 67 interns into the FWA’s summer 2024 Wall Street Exchange program for career development

Our initiatives and networking opportunities have indeed prepared our mentees to lead - at work as well as in their community.

In the coming weeks, the profound impact of our educational programs will be highlighted through the dynamic journeys of our stellar graduates.

I hope their stories will also inspire you to make a meaningful gift to help our future scholars.

Remember, when women support women, incredible things can happen.

Thank you for your support,
Annette Stewart
FWA President 2023-2025

From Mentee to Mentor: How One Relationship Sparked a Chain Reaction of Empowerment

Wed, 07 May 2025 16:09:30 GMT

When Ananya Putta switched her major from biology to finance, she wasn’t just changing a field of study, she was stepping into the unknown. Like many first-generation college students navigating their academic and career choices, she was searching for clarity, confidence, and a sense of direction.

Through the FWA's Seton Hall Mentoring Program , Ananya was matched with Karen Kerby, a Partner at Prager Metis CPAs and member of the Financial Women’s Association for just over two years. What began as a formal mentorship quickly blossomed into something much deeper: a lasting, empowering relationship built on mutual respect, shared ambition, and authentic support.

“Karen is more than a mentor—she’s a guiding light,” said Ananya. “She helped me see a future I wasn’t sure I belonged in, and she gave me the tools to move toward it with confidence.”

Karen, reflecting on their journey, noted how personal the experience was for her too. “I was a shy, uncertain young woman when I began my career. I know what it feels like to not have all the answers. I wanted to be the kind of mentor I wish I had—someone who listens, encourages, and reminds you of your worth.”

Together, they tackled mock interviews, résumé reviews, networking strategies, and those hard-to-name challenges like imposter syndrome and self-doubt. As Ananya advanced, Karen remained a steady presence, offering not just guidance, but belief.

That mentorship didn’t end with graduation. Today, Ananya is thriving at a major financial firm, carrying forward the lessons Karen instilled. Perhaps the most powerful result? She’s preparing to become a mentor herself.

“Karen inspired me to give back,” Ananya shared. “I want to be there for someone like she was for me—especially young women who might not see many people who look like them in finance.”

Ananya’s journey reflects the very heart of the FWA-Seton Hall Mentoring Program, which connects undergraduate students from Seton Hall University, many of whom are first-generation college attendees, women of color, or from underrepresented communities—with professionals in finance and business. These structured, one-on-one relationships often grow into years-long bonds that open doors, build confidence, and offer a sense of belonging in industries where many young people feel unseen.

“At its core, the FWA’s mentoring programs are about access and belief,” said Olga Barskaya, Director of the FWA-Baruch College Mentoring Program. “We connect students with people who can help them navigate their futures—not just with advice, but with meaningful, ongoing support. And those relationships often evolve into lifelong connections.”

At a time when some organizations are pulling back from mentoring, inclusion efforts, and professional development for underrepresented groups, the FWA continues to double down. Since its founding, the FWA has been committed to investing in the next generation of leaders, especially women in finance, business, and STEM.

And as Ananya and Karen’s story shows, mentorship doesn’t just support one career—it ignites a chain reaction.

Get Involved

Baruch - Betsy Werley ( Betsy.werley@gmail.com ) or

Seton Hall - Laura Travers ( lauratravers@comcast.net ) or Laura Bourgeois ( laura.j.bourgeois@gmail.com )

Applications Are Open for the 2025 FWA Wall Street Exchange Program

Thu, 01 May 2025 20:54:37 GMT

The FWA is pleased to announce that applications are open for the 2025 Wall Street Exchange Program (WSE). This prestigious program has been a cornerstone of professional development and leadership in the finance industry for over 40 years.

The Wall Street Exchange Program is designed for rising senior undergraduate students who have secured paid internships for summer 2025 with financial services or a finance role at a non-financial services company. The 2025 WSE will be primarily virtual with highly interactive and engaging workshops and webinars hosted by our partner firms. If circumstances permit, we will host one or more events in person in New York City.

Apply Here: https://www.fwa.org/apply-for-wall-street-exchange

Eligibility: Applicants must have completed their junior year but should not be graduating before December 2025.

Deadline: June 1, 2025

Highlights:

Engaging WSE workshops hosted by FWA President Circle leading firms
Enhance job search skills through workshops that help you create and leverage your unique professional brand
Develop leadership techniques and other soft skills necessary to execute a successful job search and succeed in your career
Build a professional network with fellow program participants and interns and employees from sponsor firms
Access FWA members who can share professional and personal advice
Join the FWA for even more networking, skill building, and professional development after the summer and as you embark on your new career

FWA Members: We encourage you to share this incredible opportunity with your mentees and networks. Together, let's empower the next generation of finance professionals!

For more information visit https://www.fwa.org/wall-street-exchange . If you have any questions, please don't hesitate to reach out to Kelsie Piersaint, FWA Next Gen Educational Programs Manager, at kpiersaint@fwa.org .

Spotlight on Jacqueline (Jackie) Linden, Educational Initiatives Chair

Thu, 24 Apr 2025 14:58:42 GMT

Empowering the next generation of female leaders in finance

Jackie Linden joined the FWA later in her banking career to expand her network, and she served on several committees before joining the board. Currently, she leads Educational Initiatives for the FWA Board.

Sherree DeCovny, co-chair of the FWA’s Marketing & Strategic Communications Committee, talked with Jackie about her 40-year career at Citi and why she finds it rewarding to support the FWA mission and champion women in finance.

Sherree: Please tell us about your background and professional career.

Jackie: My parents moved to the U.S. from the U.K. when I was five months old, so you could say I’m a first generation American. In addition, my siblings and I were the first in our family to achieve higher education.

I’ve always had a strong quantitative aptitude and been very analytical, which led me to major in economics at Barnard College. After earning my degree, Citibank hired me as a research analyst in the Economics Department, and that was the start of a long career in banking.

I pivoted in my career several times. Early on, I changed my focus from economics to finance because I wanted to apply my skills in a more practical, less theoretical way. This led me to pursue and obtain an MBA in Finance at NYU Stern Graduate School of Business, which I did part-time while working at Citi.

While working on my MBA, I transferred to a financial planning and analysis role in the Financial Control Department at Citibank Corporate Treasury. Subsequently, I moved into a front office role and worked in asset and liability management for Citi credit cards, managing the funding costs of Citibank’s $70 billion card portfolio. I later became the market risk manager for Citibank’s card portfolio, followed by becoming the senior market risk manager for Citigroup Treasury, a $300 billion portfolio.

Most recently, I was director of funding and liquidity risk management at Citigroup, providing firm-wide oversight and risk management for North America, Western Europe and Japan entities with balances totaling $1 trillion. Citi needed to be bailed out during the financial crisis, and I led Risk’s effort to strengthen Citi’s liquidity risk management after the crisis.

Sherree: What was your leadership journey at the FWA?

Jackie: I didn’t have female mentors and role models in my career, so I feel passionate about supporting women in finance. To this end, I joined the FWA about 10 years ago, and I was advised that the best way to get involved in the FWA was to join a committee . The Directorship and Corporate Governance Committee (DCGC) aligned with the risk management work I was doing at Citi, so I volunteered to be the vice chair of that committee and the following year became chair.

After that, I joined the President’s Circle Committee as the relationship manager (RM) for SMBC. Mike Sebring, SMBC’s liaison, moved to Citizens Bank in 2020. The firm joined the FWA that year, and Mike asked me to be his RM. I’ve been the FWA RM for that bank since then.

After a stint as co-chair of DCGC, I was chair of the Business and Government Affairs Committee. That committee became the Programming Committee, and I’ve co-chaired it since 2020.

I also served on the Nominating Committee for two years and chaired it as a board member in my third year followed by serving on the Operations Resource Committee.

Sherree: What skills and expertise do you need to be an FWA board member?

Jackie: I’m now in my third year as a board member. At this level, you need to demonstrate a genuine commitment to the FWA’s mission, attend meetings regularly, come prepared and actively participate in discussions and decision making. You need to contribute your expertise and connections, be willing to fundraise, provide financial support when possible, and show up for events as an FWA ambassador.

In addition, you need excellent communication abilities, financial literacy, strategic thinking, ethical behavior and the ability to build relationships. Importantly, you must be open to diverse points of view and willing to learn and stay updated on industry developments.

Sherree: How have you benefitted from your FWA experience?

Jackie: Serving as co-chair of the Programming Committee has helped me stay engaged in finance and keep abreast of hot topics in the industry by providing impactful and relevant programs for our members with distinguished speakers. It was particularly rewarding for me to lead a fireside chat with former Citigroup Chief Administrative Officer Karen Peetz.

I’ve had an opportunity to give back by developing and supporting future FWA leaders through my work on the Nominating Committee and the next generation of financial leaders as the chair of Educational Initiatives for the FWA Board. For several years, I’ve been a mentor for the FWA High School of Economics and Finance (HSEF) and Baruch College mentoring programs. In addition to those mentoring programs, I also oversee our mentoring program at Seton Hall University as well as our Wall Street Exchange and Financial Literacy programs. It’s been extremely rewarding to support the next generation of female leaders in finance.

Since leaving Citi, I’m also interested in leveraging the knowledge and skills I’ve acquired through my long career to pursue consulting opportunities and positions on other boards.

Sherree: How has the FWA changed, and how would you like to see the organization evolve in the future?

Jackie: During Covid, the FWA had to move to virtual programming and keep our members engaged while remaining relevant and addressing real challenges facing our membership and our own solvency issues. In the last year or two, we’ve moved to more in-person programming and have placed greater emphasis on technology and its reshaping of the financial landscape.

The board recently held a retreat to discuss strategy, resulting in specific initiatives to improve programming content and process; augment membership and engagement; and enhance mission and leadership culture. We’ve also discussed a potential geographic expansion.

Sherree: What would you still like to do at the FWA?

Jackie: This is my first year chairing Educational Initiatives for the FWA board. We’ve made a lot of progress this past year, especially with re-energizing the HSEF mentoring program, which became dormant during Covid. This past year, we’ve received additional funding for this program and plan to grow the HSEF mentoring program from a single grade of seven mentees to 20 mentees spanning three grades. We’ve introduced new workshops at HSEF and have more planned. We’re also brainstorming ways to increase funding for all our mentoring programs and collaboration among them.

Sherree: What career advice do you have for our current and prospective members?

Jackie: It’s so important to build your network and find sponsors. As an FWA member, join committees and take on leadership roles. Be confident in your abilities, and don’t be afraid to take risks in your career. Apply for roles you are interested in, even if you’re not 100 percent qualified.

The FWA provides members with access to a large external network and an opportunity to be mentored through the Member2Member Program . It also provides members with many leadership opportunities to stretch and expand your skills. The FWA has a great mission, and it’s worth devoting your time and energy to advance women in finance.

FWA Graduate School Partnership: Finance Training Program

Thu, 27 Mar 2025 16:12:31 GMT

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)

FWA Immediate Past President Hermina "Nina" Batson Featured in Equities.com

Thu, 20 Mar 2025 20:58:13 GMT

We're proud to celebrate our immediate past President, Hermina "Nina" Batson's recognition in Equities.com ! Her career resilience, leadership during the pandemic, and unwavering commitment to provide access, inclusion, and diversity continue to inspire.

Greetings From France!

Thu, 13 Mar 2025 15:50:06 GMT

This past week, we had the privilege of celebrating International Women's Day and kicking off our International Business Conference here in France. We began with a warm welcome dinner on Sunday night, followed by a series of events at businesses across central Paris. We have taken a deep dive into France’s technological advancements, energy sector, markets, and economic leadership.

I am deeply grateful for the opportunity presented by the FWA International Business Conference, which has brought together delegates from around the world since 1978. It has been an absolute pleasure to experience France in such a unique and enriching way.

As we approach the conclusion of this conference and prepare to head back home, I will carry with me the unforgettable experiences and knowledge gained here.

La vie est belle!

Best,

Annette Stewart

FWA President 2023 - 2025

Spotlight on Kelsey Halloran, FWA Secretary

Thu, 27 Feb 2025 17:19:19 GMT

Supporting corporate governance through top-notch administration

People who enjoy solving puzzles and problems are often detail-oriented, observant, organized, patient and analytical. These traits enable them to approach complex challenges methodically and effectively. For Kelsey Halloran, these qualities have been key to her success as a forensic accountant at a leading global advisory firm and have made her a prime choice for secretary of the FWA.

Sherree DeCovny, co-chair of the FWA’s Marketing & Strategic Communications Committee, talked with Kelsey about her career and the role the FWA has played in developing her leadership skills and shaping her professional growth.

Sherree: Please tell us about your background and professional career.

Kelsey: I’m a CPA and senior director in the Risk & Investigations practice at FTI Consulting, where I specialize in forensic accounting, internal investigations and compliance/risk assessments. Our work can be proactive, reactive or preventative in nature. We routinely assist and support companies and legal counsel in navigating a variety of complex, high-pressure and often high-profile white-collar crime investigations. We also work with companies to ensure compliance with laws and regulations.

Growing up, I witnessed the real-world impact of financial misconduct when an employee of my father’s business embezzled funds. This personal experience ignited my passion for forensic accounting and investigative work. I have always loved solving puzzles, and every case is essentially a new puzzle to untangle and discover.

Our investigations frequently arise from an allegation of suspected misuse of or missing funds, which could be the result of embezzlement, corruption, bribery or money laundering. An area I find particularly interesting is bribery and corruption investigations relating to the Foreign Corrupt Practices Act (FCPA), which is typically in an international context. I regularly assist clients in responding to and addressing inquiries initiated by the Department of Justice and the Securities and Exchange Commission. In addition, we have a deep bench of experts in-house, who regularly serve as expert witnesses in both civil and criminal litigation as well as post-acquisition disputes.

What I love most about my role is that every day presents a new challenge, and each case is unique. The variability and flexibility my career offers keeps me engaged and motivated.

Sherree: How long have you been a member of the FWA?

Kelsey: I joined the FWA in 2019 and was thankful to have had the opportunity to attend two in-person events before Covid brought everything to a halt. One of these events was a committee fair, where I had the chance to learn about the various committees. As someone who always says “yes” to new opportunities, I joined the Emerging Leaders Committee to learn more about the FWA and connect with like-minded professionals.

Shortly after joining, the chair of the Emerging Leaders Committee went on maternity leave, and the FWA was looking for someone new to step in. I saw an exciting opportunity to deepen my involvement by taking on the role of chair. I also had the chance to expand both my internal-FWA and external networks by helping to assemble co-chairs and organizing several events.

Participating in the Member2Member program was a particularly impactful and inspiring time for me. I was paired with an incredible mentor, Jennifer Covell, who played a key role in guiding me through my promotion from senior consultant to director. This demonstrated to me the level of investment and support this organization makes in its members.

My journey with the board began as a director-at-large and a member of the Nominating Committee. A couple years ago, I first volunteered to fill in as interim secretary. The following year, I officially assumed the role of secretary, and this is the position I hold today.

Sherree: How have you benefitted from the FWA personally and professionally?

Kelsey: The FWA provides an incredible platform for women to access opportunities and mentorship. I’ve been fortunate to have inspiring mentors like Hermina Batson and Jennifer Covell, who encouraged me to take on leadership roles.

Professionally, the FWA has helped me develop leadership skills, become more confident with public speaking and improve my overall time management skills. It has provided opportunities to learn from industry leaders and build a network that spans various sectors.

Personally, I’ve connected with like-minded individuals who share a passion for professional growth and mentorship. The friendships and collaborations I’ve formed through the FWA have been invaluable, enriching both my career and personal life.

In addition, the FWA provided me with the skills to start a side-hustle during Covid. I own a women’s lounge wear brand. My clothing is made from certified organic cotton and produced by a woman-owned factory in India. The FWA connected me with business mentors on the Entrepreneurship Committee, who taught me how to get funding and run a small business.

Sherree: Please tell us about your role as secretary of the FWA.

Kelsey: As Secretary of the FWA, I oversee administrative and communication functions, which includes preparing and distributing meeting agendas, capturing detailed minutes and maintaining accurate records for the board and committees. I also ensure follow-up actions are tracked and completed and facilitate clear communication among members to support our initiatives.

Sherree: How has the FWA changed, and how would you like to see the organization evolve in the future?

Kelsey: The FWA has evolved significantly over the years. Once an exclusive group, the organization has expanded its reach, opening membership to everyone, regardless of location. Members can now join from any state or country, reflecting the FWA’s commitment to inclusivity. Since Covid, the organization has embraced a hybrid approach, offering both in-person and virtual events, allowing members to participate in ways that best suit their preferences. This adaptability during the pandemic demonstrated the FWA’s resilience and commitment to keeping members engaged.

Looking ahead, I’d love to see the FWA host more large-scale events, such as galas, conferences and speaker series, that celebrate achievements and foster deeper connections within the community.

Sherree: How can people get the most out of their FWA membership?

Kelsey: Get involved! Attend events – even if you don’t know anyone – and take the leap to join a committee or mentorship program . When I first joined, I knew almost no one, but the welcoming atmosphere made it easy to connect.

Engaging with the FWA is about more than networking. It’s about contributing, learning and building relationships that will support and inspire you throughout your journey.

FWA Member Darcy Ann Flanders, Founder of BaselineGroupNY, Honored with 2025 WBENC WBE Star Award

Thu, 20 Feb 2025 17:29:32 GMT

The prestigious recognition awards 14 woman-owned businesses across the country

Darcy Ann Flanders, Founder and Chief Brand Strategist of BaselineGroupNY , has been named a 2025 WBENC WBE Star Award recipient , a national honor celebrating trailblazing women who lead with vision, innovation, and impact while supporting their corporate clients. Selected from a powerful network of certified woman-owned businesses, Flanders stands among 14 honorees nationwide representing WBEC Metro NY, the New York regional partner organization.

The award recognizes Flanders as a successful business leader, pushing boundaries, driving innovation, and creating new opportunities for herself, her businesses, and her communities. As the visionary force behind the award-winning creative agency, BaselineGroupNY, Flanders has spent 28 years at the helm transforming brands through compelling stories using visual design. Under her leadership, strategy, and artistry come together to help clients like Capital One, Webster Bank, and Northwell Health cut through the noise with visually impactful creative solutions.

For more than 30 years, Flanders has made a name for herself as a trusted leader and partner, combining her extensive expertise with a collaborative approach to help organizations achieve their goals through branding and design. "Receiving the WBENC WBE Star Award is an incredible honor," said Flanders. "At Baseline, we thrive on blending strategy, creativity, and agility to navigate the fast-paced needs of our clients. While we have deep expertise in financial creative services, we proudly serve a wide range of industries, including nonprofit, education, and various service-based sectors. We specialize in bridging the gap between large agencies and in-house teams, seamlessly integrating into existing structures or stepping in as a dedicated creative department for organizations that need targeted support.”

Under Flanders’ leadership, Baseline has been a trusted partner in the creative industry since 1997, continuously adapting to the ever-changing landscape. Through the growth of the internet, financial crises, the rise of social media, and the challenges of COVID-19, Baseline weathered each storm—maintaining its reputation and retaining loyal clients who continue to work with them as they join new organizations. The agency has earned recognition from the Financial Communications Society, 2024 MUSE Awards, and 2023 Graphic Design USA. This latest honor from WBENC underscores not just Flanders creative expertise, but her ability to lead and thrive in the face of adversity.

BaselineGroupNY looks forward to continuing to deliver the high level of excellence that the 2025 WBENC WBE Star Award espouses for their current and future corporate clients while continuing to influence the future of branding and design.

Volunteer for Financial Backpack!

Wed, 19 Feb 2025 16:52:26 GMT

FWA members are invited to volunteer for upcoming Financial Backpack workshops this spring. Financial Backpack is the FWA's long-running financial education program for high school and college students, and one of our key outreach initiatives. We would be delighted to welcome previous participants, along with new volunteers interested in financial literacy.

The workshop dates are:

Tuesday, April 1st from 12:30 to 2:30 pm
Baruch College, 55 Lexington Ave., New York, NY
“Steps to Financial Success” for students in the Passport to Partnership and Rising Starr Sophomore program.

Thursday, April 10th from 11:30 am – 12:30 pm
High School for Economics and Finance, 100 Trinity Pl., New York, NY 10006
“Budgeting for College” for the FWA’s HSEF mentees.

Tuesday, April 22nd from 6 – 8 pm
Seton Hall University, 400 S Orange Ave, South Orange Village, NJ 07079
“Steps to Financial Success” for Seton Hall mentees.

You can volunteer for one or more workshops, whatever your schedule allows. For each of the workshops, we will schedule a training session the week before each event.

This is a fantastic opportunity for participants to hone presentation skills and learn more about personal finance education, in a setting that is informal and welcoming.

To sign up, please contact Financial Backpack Co-chairs:
Suzanne Matthews, smatthewsnyc@gmail.com
Lindsay Starr, lindsay.starr@morganstanley.com

Spotlight on FWA President Annette Stewart

Thu, 30 Jan 2025 00:20:24 GMT

Strategic planning and vision to advance women in financial services

FWA President Annette Stewart’s accomplishments are impressive, to say the least. Not only is she a first-generation college graduate, but she’s also a lawyer and holds an MBA degree. She has nearly 18 years of experience on Wall Street, and still managed to strike the ideal work-life balance. In her most recent role, a senior director focusing on U.S. Business Acceleration and Integration at RBC, she worked remotely from her home in Memphis, TN and traveled to New York City for monthly meetings.

Sherree DeCovny, co-chair of the FWA’s Marketing & Strategic Communications Committee, talked with Annette about her career, her leadership journey at the FWA and how the organization has contributed to her success.

Sherree: Please tell us about your background and career journey.

Annette: I grew up in San Antonio, TX. My first mentor was my grandmother, who left school after the third grade. She was the one who pushed me to strive for excellence in my education and career, and I owe my success to her.

I’m so proud to be the first in my family to attend college. I graduated from Texas State University with a BA in Sociology and Business Administration. I won a scholarship to attend University of Iowa College of Law and was awarded a JD degree and went on to complete an MBA program at University of Michigan.

Atticus Finch, the main character in To Kill a Mockingbird, was a role model for me. My goal in law school was to become a district attorney so I could help people. But after working a summer job in a DA’s office, I discovered that path wasn’t for me. I spent my last semester in law school in London, and that’s when I started thinking about applying my knowledge of case law, the Constitution and contract negotiation to the world of business.

After graduating from University of Iowa, I moved to Chicago and was hired by Citadel Investment Group to review derivatives documentation and serve as a go-between for the lawyers and traders. I like to think that there’s a reason and purpose to everything. I wouldn’t have gotten the job at Citadel without the law degree, and that job launched my career in financial services.

In 2007, Goldman Sachs recruited me, and I moved to New York. After leaving the bank in 2009, I held roles at Markit, Barclays Capital, PwC, Credit Suisse and HSBC. Most recently, I was a senior director at RBC, focusing on U.S. Business Acceleration and Integration where I was responsible for strategy and solutions that solve highly complex business problems. The areas that came under my remit include regulatory directives in global cybersecurity, transformation and onboarding as well as capital markets technology infrastructure.

Sherree: What was your leadership journey at the FWA?

Annette: I joined the FWA when I worked for Goldman Sachs. Some FWA members took me under their wing, and I started to get more involved in the organization. For example, I served as a mentor for the Murry Bergtraum High School program, which I enjoyed because many students had a similar background to mine.

My first FWA leadership position was co-chair of the Emerging Leaders Committee and then chair of the Membership Committee. I also chaired the Men’s Alliance, which was important to me because men have sponsored me in my career. Eventually, I served as secretary, president-elect and now president.

Sherree: How did you benefit from your FWA experience, both personally and in your career?

Annette: The key benefit for me has been the networking and connections. I’ve not only had the opportunity to learn from other members’ experiences, but their honest feedback has helped me navigate and advance my career.

In addition, the leadership skills I’ve acquired by participating in various committees, the Leadership Council and the board have been invaluable in my day-to-day work. These skills have given me the confidence to work with people who have different personalities and perspectives. I’ve learned to listen to people, inspire and motivate them, and work as a team.

Sherree: The workplace has changed a lot over the last few years. How has the FWA changed with it?

Annette: I’m living proof of how the workplace has changed over the last few years. I currently live and work remotely in Memphis, TN. I come to New York City about once a month for work and FWA events.

Like other organizations, the FWA changed out of necessity when Covid struck. We operated virtually throughout the pandemic, but now in the post-Covid environment, our members expect and demand a hybrid offering.

Yet, our core mission remains the same: to advance women in financial services. A top priority is to retain and increase our individual and corporate membership. As such, we need to communicate the value of the FWA and the network. Whether you work full-time/in-person, hybrid or fully remote, you need to take the time to see people, shake a hand or give a hug. I call it “watering the garden” because you never know when you’ll need career support. Our high-quality educational programming enables our individual members to keep abreast of industry trends and our corporate members to showcase their expertise. Finally, our mentoring programs are critical for developing and retaining talent.

My presidency ends on June 30, 2025. I’m looking to close out my term with a great International Business Conference in France on March 9-14. I’m also setting a path for the next Technology Summit in the fall.

Sherree: What advice do you have for our current and prospective members?

Annette: I’ve been fortunate meet so many senior women, attend great events and build my leadership skills through the FWA. I’m thankful for the community and opportunities and friendships that the FWA has provided me.

I would encourage members to take advantage of the FWA’s powerful network to build friendships, relationships, knowledge and skills that can lead to new career opportunities and advancement. Get involved in a committee. Use the FWA to make a difference in someone’s life by being a mentor and helping others. Make the FWA be what you want it to be. I would also call on our Leadership Council to step up because they’re our future board members.

Registration Open for 2025 FWA International Business Conference

Thu, 16 Jan 2025 22:28:39 GMT

Join us in France!

We invite you to join us as a delegate for our upcoming FWA International Business Conference (IBC) , taking place in Paris from March 9–14, 2025 .

As always, our IBCs are a great opportunity to learn in an international setting, build your professional career, and grow your network. In Paris you will:

Engage with industry leaders and experts on topics such as energy, global markets, technology, women’s leadership, and sustainability
Spend time at leading companies, including Skadden, RBC, Natixis, Banque Transatlantique, Crédit Mutuel, Groupe BPCE, and JP Morgan
Participate in exclusive panels, workshops, and roundtables hosted by esteemed organizations like Université Paris Dauphine-PSL and JP Morgan’s ‘Women on the Move’
Immerse yourself in Parisian culture through curated evening events, networking dinners, and optional site visits.

Click here to view a more detailed agenda (in formation).

Conference Fees

$1,500 Members*

$2,000 Non-Members*

*Includes a $500 deposit due by 1/31/2025 to secure your spot (non-refundable should you decide to cancel your registration). Full payment is due by 2/15/2025.

Individuals are separately responsible for personal travel and accommodations. Suggestions and recommendations will be provided. Support is available from a travel consultant.

Secure your spot today! Deposits are due by 1/31/2025.

We look forward to being with you in Paris!

Spotlight on Operations Resource Committee Member Susan Migliaccio

Thu, 09 Jan 2025 18:46:27 GMT

Strong governance, risk, and controls expertise supports the FWA’s mission

If you have a question about driving technological, financial and strategic transformation, Susan Migliaccio is your go-to expert. With over 20 years of experience, she has a proven track record of advising executives in complex organizations on intricate challenges across finance, operations and technology to achieve their goals. Her unique ability to solve problems from multiple functional perspectives provides valuable insights to her clients and teams. She is adept at building strong relationships with clients and bringing the right people together to achieve consensus and drive change.

Sherree DeCovny, co-chair of the Marketing & Strategic Communications Committee, recently sat down with Susan to discuss how she has brought her expertise to various leadership roles within the FWA.

Sherree: Susan, to start off, please tell us about your professional background.

Susan: I studied Accounting in college, and I have my CPA. I began my career in audit, performing financial statement audits at Deloitte before being recruited by PwC. In 2006, I joined PwC's consulting arm. At PwC, I rose to the level of director, working with clients across diverse industries and sizes – from individuals to Fortune 100 companies. My role was to advise them on complex operations and finance matters, ranging from crisis management and resolution to general business advisory. I had the privilege of working on the ground with global clients in their local country operations, partnering with local PwC colleagues to incorporate cultural considerations into our approach and outcomes.

In 2018, I joined Bank of New York as part of the Transformation and Program Management team, providing leadership and oversight on high-priority, cross-functional, strategic bank efforts. My portfolio of work included platform conversions, business relocation and digital transformation to improve the user experience, enhance operational efficiency and mitigate risk.

Currently, I’m a director in Securities Services at BNY, where I lead change management initiatives across the Asset Servicing client service teams. I’m responsible for planning, executing and scaling new ways of working to enhance internal and external client experiences, protect and grow client relationships and drive optimal outcomes for both clients and the firm.

Sherree: Can you tell us about a time when you had to pivot in your career?

Susan: Absolutely! Anyone who has a long career will find themselves pivoting at one point or another. My biggest pivot was going from the consulting world to being an in-house strategy and change management agent. I had been a consultant for over 10 years at that point, and my biggest challenge was going from a billable environment to an in-house consultant and advisor. The best part of making this transition is that I get to see the results of my projects and see the continuation of my efforts. I would be happy to talk to fellow FWA members who are considering that change in their careers.

Sherree: How long have you been a member of the FWA, and why did you decide to join?

Susan: About 15 years ago, I started attending some networking events at my firm to broaden my connections. Some people I met suggested that I should check out the FWA as well. I was so impressed by the caliber of the FWA’s programming and the people that I became a member.

Sherree: What leadership roles have you held in the FWA, and how have you benefited?

Susan: Soon after I joined the FWA, I became an active member of the Professional Services and Liaison Committee, which created programming for accountants, lawyers and other professional services providers. Volunteering on a committee gave me an opportunity to get to know other members in a smaller, regular/recurring setting and quickly build meaningful relationships within the organization.

The following year, I was asked to co-lead the Professional Services and Liaison Committee, which I did for a couple years. I served as the FWA’s treasurer for two years. I stepped off the board temporarily, and then returned a couple years later as chair of the Audit Committee – a role I held for three years.

More recently, I was appointed to be a member of the Operations Resource Committee (ORC) along with Katrin Dambrot and Stephanie Hauge. Our remit is to support the FWA’s office – sometimes by taking on special projects. For example, this committee reviewed our policies and practices to support the FWA’s move to a virtual office, from inception to its current mature state, to ensure alignment with the risks and opportunities associated with this change. Ultimately, our goal is to leave the FWA in a better place than when we started.

On reflection, each role and committee I participated in has a specific focus, so I was able to see the FWA through a few different lenses. Along the way, I’ve had the opportunity to share and learn from a diverse group of people who have gained unique expertise from working in different companies. It’s been a very enriching experience.

Sherree: How would you like to see the FWA evolve in the future?

Susan: The FWA’s vision is to promote professional development and advancement of all women through education, mentorship, networking, alliances and advocacy across the financial sector. As such, I’d like to see the organization continue to identify relevant educational programming for our members and students and be seen as a resource for the latest thought leadership. It’s so important for us to reflect the way the financial services industry is innovating and evolving.

Sherree: How have you benefited from the FWA?

Susan: I treasure the friendships and relationships I’ve built through the FWA. It’s fantastic to partner with like-minded individuals who have diverse experiences and goals. I always have someone to call when I need to get feedback on my ideas. Importantly, the experience and skills I've gained through my volunteer roles have been invaluable in helping me to drive my career forward.

My advice to members is join a committee and be an active contributor because you get out of the FWA what you put into it.

Enhance your FWA involvement today!

Spotlight on the Marketing & Strategic Communications Committee

Wed, 18 Dec 2024 18:50:27 GMT

Crafting connections that reflect the FWA’s mission, vision and values

When Jason Dodd was looking for new learning and networking opportunities back in 2009, he joined the FWA through the Men’s Alliance. Being an experienced marketer, he was asked to co-chair the Marketing & Strategic Committee and later became the chair and an FWA board member.

In a Q&A session with Sherree DeCovny, the Committee’s co-chair, Jason talks about how he’s leveraged his professional background to create and execute a marketing plan that reflects the FWA’s mission, vision and values.

Sherree: What’s your professional background?

Jason: I’ve built a career spanning media, financial services and biotech with a focus on marketing and strategic communications. I’ve collaborated with family wealth advisors, business leaders and organizations focused to drive sustainable financial growth.

My first agency, H2O, specialized in visual communications. While there, I found myself drawn to strategy, ultimately pivoting my career toward marketing leadership. Today, I lead TW Agency, a marketing firm focused in the biotechnology markets, while contributing to the FWA’s mission through the Marketing & Strategic Communications Committee.

Sherree: Tell us about the Marketing & Strategic Communications Committee and how you benefit from leading it.

Jason: Our committee is dedicated to crafting messages that not only reflect the FWA’s mission but also engage our members and the wider industry. We aim to highlight the value of FWA membership and foster a stronger, more connected community. We’re currently focused on a variety of membership initiatives and event promotion, all aimed at enhancing communication channels and member engagement.

I want our committee to drive awareness, deepen member engagement, and effectively showcase the resources and opportunities within the FWA. To achieve this, we’re developing strategic content, enhancing our digital presence and exploring new ways to share success stories and member contributions, such as these member profiles. We’re also working to create more touchpoints where members can connect and benefit from shared insights.

Leading this committee allows me to directly support the FWA’s growth. It’s rewarding to see the impact of our efforts and collaborate with such dedicated members.

Sherree: How has the FWA changed since you joined?

Jason: The organization has transformed significantly. Our membership is now multi-generational, including professionals in their twenties and retirees in leadership roles. This diversity has made the FWA much more dynamic.

Operationally, we’ve professionalized our structure, adding systems and staff to streamline operations. These changes position us for long-term success, allowing the board and committees to focus on strategic growth.

Everybody has their own window into the FWA and how it has changed. The most significant, from my perspective, has been this internal restructuring that positions the organization for the future. Our educational programs have grown tremendously. We have relationships with more schools, and we have more mentors and scholarship dollars available.

Additionally, our educational programs have expanded, with more partnerships, mentors and scholarship opportunities, reflecting the FWA’s deepened impact.

Sherree: What was the most rewarding experience you’ve had at the FWA?

Jason: One of the most valuable lessons I’ve learned at the FWA is how women approach networking—focusing on collaboration, idea exchange and fellowship rather than transactional goals. This insight has shaped how I build relationships in my career, particularly in biotech and life sciences.

Networking for me is now about the long-term – investing in relationships and nurturing them through ups and downs. This mindset has been incredibly rewarding, both professionally and personally.

Sherree: How would you like to see the FWA evolve in the future?

Jason: I’d love to see the FWA continue expanding its influence, offering more interactive events, online resources and collaborations with industry leaders. I also envision more opportunities for members to actively shape the organization’s future while growing both personally and professionally.

Sherree: What should people do to get the most out of their FWA membership?

Jason: I joined the FWA recognizing it as an incredible platform for connecting with industry peers and thought leaders. I saw it as an opportunity to both give and gain – sharing my expertise while learning from the extensive collective knowledge within the organization.

My advice to members is engage as much as possible. Attend events, join committees and connect with other members to maximize the resources and insights available through FWA. Being active and sharing your unique expertise not only enriches your own experience but strengthens our entire community.

Enhance your FWA involvement today!

Paving the Way Forward: Maitri Pandya and the Power of Mentorship

Thu, 12 Dec 2024 14:59:06 GMT

When Maitri Pandya first joined the FWA's Baruch College Mentoring Program , she had a clear goal: to learn and grow in her chosen field of investment banking. What she didn’t anticipate was how deeply the program would shape both her academic and personal life. Now a senior at Baruch College, Maitri reflects on how the program has been a cornerstone of her development and how it has sparked a deep passion for mentorship.

“I’ve built meaningful connections with peers and industry professionals, but my mentor, Laleh Bashirrad, has been the most impactful part of this journey,” Maitri shares.

Laleh, a Managing Director at BNP Paribas— a proud President’s Circle Sponsor of the FWA —has dedicated 25 years to the firm. But what truly sets Laleh apart isn’t just her impressive credentials, but her deep empathy and unwavering support for Maitri. From their very first meeting, it was clear that their connection was special. "Laleh is not just a powerhouse in finance; she’s family-oriented, grounded, and someone who genuinely cares about my personal and professional growth," Maitri says.

One particularly poignant moment that stands out to Maitri was during her summer internship with BNP Paribas when she felt the pressure of securing a return offer. "I was overwhelmed by the uncertainty of it all, but Laleh reminded me that ‘everything happens for a reason.’ Her guidance gave me the strength to trust the process," Maitri recalls. With Laleh’s support and reassurance, Maitri successfully completed her internship with the Power, Utilities, and Infrastructure team, later securing a role as an Investment Banking Analyst at BMO Capital Markets after graduation.

“The journey is as important as the destination,” Laleh’s words continue to resonate with Maitri today. It’s a perspective that has helped her stay grounded while excelling in her academic and professional pursuits. It also inspired Maitri to take on a leadership role, mentoring underclassmen at Baruch. "I’m passionate about paying it forward. I’ve seen how mentorship can truly transform someone’s career, and I’m excited to do the same for others."

The bond between Maitri and Laleh goes beyond advice on market trends or career strategies. Through their conversations, Maitri has not only developed technical skills but also learned the invaluable art of balancing work with life. "Laleh has shown me how to pursue my ambitions while also appreciating the small wins along the way," Maitri says.

Maitri's growth story is a testament to the ripple effect of mentorship. The FWA Baruch College Mentoring Program offers more than just career advice—it creates a community of support, empowerment, and shared values. By guiding young women like Maitri, mentors are paving the way for the next generation of leaders, fostering confidence and resilience in a field that still lacks gender parity.

As Maitri prepares to take the next step in her career, she is already looking ahead to becoming a mentor herself. “The FWA program has taught me how powerful mentorship is. I want to be the mentor that someone like Laleh was for me—someone who listens, believes in potential, and encourages growth.”

Mentoring young women isn’t just about helping them climb the career ladder—it’s about creating a lasting legacy of support, empowerment, and progress. Laleh’s belief in Maitri and the guidance she’s received from the FWA program will continue to have a lasting impact on her career.

Are you ready to help pave the way forward? Join an FWA mentoring program and empower the next generation of women leaders. Connect with our program leads to get started:

Baruch - Betsy Werley ( Betsy.werley@gmail.com ) or

Seton Hall - Laura Travers ( lauratravers@comcast.net ) or Laura Bourgeois ( laura.j.bourgeois@gmail.com )

Thanks to the generous support of sponsors like BNP Paribas and BMO Capital Markets, the FWA’s Mentoring Programs are transforming lives, one meaningful connection at a time.

Thank you to our incredible donors!

Thu, 05 Dec 2024 14:30:16 GMT

Because of 39 generous supporters, we’ve raised $10,515 toward our $15,000 goal for #GivingTuesday . Your generosity is helping us pave the way forward for women in finance.

Every dollar you’ve given helps the FWA continue its mission of advancing women in finance. The impact of your support will be felt not just today, but for years to come, in the lives of those we serve and in the communities they will inspire and lead.

There’s still time to give! As we approach the holidays, consider making the FWA part of your year-end giving. All donations are 100% tax-deductible and fund impactful programs like mentorships, scholarships, and financial literacy initiatives.

Not able to give dollars? Now is the perfect time to donate your time by mentoring a young woman in need. Our mentoring programs are a powerful way to give back and make a lasting impact.

Let’s reach this goal together and continue building a brighter future for the next generation of women leaders.

Thank you for helping us create meaningful change!

Invest in the Future of Women in Finance - Join Us For Giving Tuesday

Tue, 03 Dec 2024 14:48:19 GMT

Dear FWA Community,

This Giving Tuesday, we’d like you to take a moment to imagine a world where every woman in finance has the opportunity to reach her full potential, where the glass ceiling is shattered, and the next generation of women is empowered by those who came before them. This is the world the Financial Women's Association is committed to building—one mentorship, one program, one relationship at a time.

For decades, we have been at the forefront of championing women in finance, providing the resources, connections, and support they need to thrive. And the FWA’s story is still being written. Today, we’re asking you to support us in continuing this vital work and expand our impact.

You’re not just making a donation—you’re investing in the future of women in finance. Together, we can advance all women in our industry, ensuring they receive the mentorship, support, and opportunities they deserve. Your generosity will help us expand our reach, impact more lives, and pave the way forward for women at every stage of their careers.

Let's work together to make the financial sector a place where women can thrive, lead, and inspire future generations.

With gratitude,

Annette Stewart
President, 2023-2025

Happy Thanksgiving!

Thu, 28 Nov 2024 14:21:56 GMT

As we move towards the completion of 2024, I want to take a moment to say thank you!

Thank you for your support of the FWA. Please know that your attendance, participation & valued donations to the FWA are all making a difference.

Thank you to all our members, leaders, and the FWA Office team members that make the FWA a wonderful organization.

Wishing you and your family a very Happy Thanksgiving!

Sincerely,

Annette Stewart
FWA President, 2023-2025

Spotlight on the Finance Committee

Thu, 21 Nov 2024 19:03:41 GMT

Building a self-sustaining source of funding to support the FWA’s mission

The FWA runs myriad enrichment initiatives and networking events – from the Annual Summit and International Business Conference to the Pacesetter, Wall Street Exchange, financial literacy, mentoring and Back2Business programs. None of this would be possible without the Finance Committee, which monitors the operational costs of the association and manages the organization’s endowment, among other functions.

When Carol Chan joined the FWA, she quickly identified where she could make a difference, given her knowledge and expertise in pension and endowment investing across multiple asset classes. Sherree DeCovny, co-chair of the Marketing & Strategic Communications Committee, talked with Carol about her professional background, why she joined the FWA, her role as assistant treasurer, and how she has benefited from her membership.

Sherree: Carol, please tell us about yourself and your professional background.

Carol: I’m originally from Hong Kong. My sister is a doctor, and my brother was trained as an engineer, so my tiger parents wanted me to be a lawyer. However, my interests lie elsewhere. I enjoyed economics when I was in school, so I ended up majoring in business in college.

I started my career thinking that I would become a CFO, but a friend suggested that I should consider becoming a CFA charterholder. As I studied for the CFA exams, I found that I enjoyed doing research and analysis. After I did my MBA at the London Business School, I had the opportunity to change my career path and became an investor.

Currently, I’m the deputy chief investment officer at EY. I manage the retirement plan investments for over 92,000 active and retired staff and partners in the firm. During my tenure with EY, our retirement assets have grown from $8 billion to over $27 billion.

I love being an investor because the market is very dynamic. I’m always learning new things and meeting smart people. Over the years, I’ve honed my skills in the public markets, and become a subject matter expert on asset allocation, risk management while also being able to make informed decisions on private markets and alternative investments. I believe being well rounded in a variety of asset classes has helped to make me a better investor.

In addition to my day job, I leverage my investment experience to help the FWA and two other nonprofit endowments, which focus on empowering women, environment/conservation and STEM respectively. It’s my passion to make a difference for others and in my communities.

Sherree: Why did you decide to pursue a leadership role in the FWA?

Carol: When I first joined FWA in 2020, I intended to become a mentor for Baruch College and Seton Hall students. When I discovered that the FWA had a small endowment fund, I realized that I could leverage my work experience to help the organization grow the fund. To me, that’s a great way to give back.

I was excited to join the Finance Committee as an assistant treasurer, which is a board position, because I believe in the FWA’s mission, and all our activities require funding.

Sherree: Please tell us about the Finance Committee and your role within it.

Carol: The Finance Committee meets monthly to discuss the FWA’s financials. Sometimes we collaborate with other committees. For example, we worked with the Operations Resource Committee (ORC) to modernize the FWA’s operating manual.

When I first joined the Finance Committee, we were working with a financial advisor, who in my opinion wasn’t serving our needs. I spoke to the other committee members, and we came to the consensus that we should do an RFP to solicit candidates from several firms. That was a heavy lift on my part. Ultimately, we hired our current financial advisor, who is from J.P. Morgan Private Bank.

Sherree: How have you benefitted from the FWA personally and professionally?

Carol: I was late in realizing the benefits of having mentors and sponsors in my career, so when I joined the FWA, I participated in the Member2Member mentoring program. I was paired with a board member who had years of financial services experience and had just retired. She helped me with some challenges that I was facing at work and gave me good career advice. I’ve learned valuable leadership skills from fellow board members, and I’m grateful for the relationships that I have developed through the FWA.

Having been a mentor for the Baruch College and Seton Hall students has been personally rewarding. I came to the U.S. as an immigrant. I like to share my career, life and cultural experiences with minority students so they can benefit from the lessons I’ve learned over the years. For example, Asian women tend to keep our heads down, do our work and build technical skills. However, our contribution isn’t always recognized. I learned that you have to make yourself visible. I always encourage the students not to be shy in group settings and use their internships as opportunity for practice. For example, they should speak up at the beginning of meetings so that their presence is noticed, be the first to share ideas, and build relationships early and often.

Sherree: What would you like to see the FWA do in the future?

Carol: The FWA was originally established by women on Wall Street, but the organization’s mission is to advance women across the entire financial community. I would like to see our membership expanded to include women in finance functions across all industries. I would also like us to survey our constituents periodically to ensure that we offer events and programming that keep our members engaged and enable them to build skills to advance their careers.

Sherree: What advice to you have for other members in terms of getting the most out of their FWA membership?

Carol: Being a member of a professional association is like managing your career. How much you get out of it depends on how much you put in. I’d like to see our members become more active in our many standing and programming committees, e.g. Fintech, Impact Investing. It’s a great opportunity to build skills and expertise, and network with likeminded women.

2024-25 FWA Pacesetter Program Launches with 17 Exceptional Female Leaders

Thu, 14 Nov 2024 17:14:03 GMT

The 2024-25 Pacesetter Program has launched successfully with an exceptional cohort of 17 female leaders representing ten partner organizations . Through their first three sessions, participants have focused on enhancing their executive presence, completed DISC assessments, and developed advanced communication strategies for more effective leadership engagement. Beginning in January, participants will commence six months of individualized executive coaching, culminating in a graduation ceremony in June 2025.

The cohort has also demonstrated their commitment to professional development by mentoring students in the FWA Baruch Mentorship program , sharing valuable career insights and guidance. Upcoming topics address critical leadership competencies including conflict management, overcoming imposter syndrome, the transition from managing to leading, and strategic thinking.

Following a comprehensive needs assessment involving program alumni and partner organizations, we implemented strategic enhancements to the Pacesetter Program this year. Key improvements include expanding our facilitator diversity, incorporating new curriculum topics aligned with partner recommendations, and introducing more in-person learning opportunities. The changes have been well received.

We extend our sincere appreciation to the FWA team, our partner organizations, and our dedicated facilitators and coaches for their invaluable contributions in advancing the Pacesetter Program 's mission.

Paving the Way Forward: Emma Sassouni’s Journey in Mentorship and Finance

Thu, 07 Nov 2024 14:35:41 GMT

When Emma Sassouni joined the Financial Women's Association - Baruch College Mentoring Program, she found a supportive space that accelerated her personal and professional growth. Graduating this past May, Emma reflects on her journey in the program and her mentorship with Ellen Auster, whose guidance left a lasting impact.

“I am so thankful for the FWA mentoring program!” Emma shared. “Working with Ellen was so special, as we worked on personal and professional growth in a one-on-one setting.” For Emma, the relationship wasn’t just about career guidance – it became a space of trust, motivation, and self-discovery. “Every conversation felt therapeutic,” she explained. “Ellen is not only knowledgeable in her field but also offers life-changing advice. I often ask myself, ‘What Would Ellen Do?’”

Emma will begin her career at EY Parthenon in business consulting but plans to stay open to future opportunities. “Something I really appreciated from both my mentor and the FWA panel discussions is that our paths don’t have to be so linear,” Emma noted. “We create our own paths and can achieve so much in that light.”

Emma first discovered the FWA program through Olga Barskaya, Director of the FWA Mentoring Program at Baruch College. From her sophomore year on, the program offered Emma both encouragement and clarity in navigating a corporate world that was initially unfamiliar. “As an underclassman in accounting, I really didn’t know what to expect. None of my family members had ever worked in a corporate environment, so having a mentor seemed like a win-win scenario.”

With Ellen’s guidance, Emma developed a “toolbox of knowledge” that she believes will serve her well as she grows her career. “The toolbox includes so much,” she said. “We learned about saboteurs – something Ellen has presented at FWA events – and how to address them. Ellen also taught me the importance of thinking and feeling through major decisions.” Ellen’s mentorship helped her feel more equipped to navigate the complexities of her career while remaining open to new possibilities.

Ellen’s perspective on mentoring has only deepened over her years in the program. “It has been an honor to participate as a mentor in the FWA Baruch mentoring program over the past seven years,” she said. “Having Emma as a mentee has been an absolute joy. Every moment with her was an opportunity to experience her intellect, curiosity, compassion, optimism, and her energy to live life to its fullest. Emma is one of those special people who lights up the room, and I am confident she will make the most of her experience at EY.”

Emma’s story is a powerful reminder of why mentorship matters—especially for young women entering finance, where career guidance can open doors that education alone may not. Mentoring programs like the one at Baruch and Seton Hall bring seasoned professionals together with students, creating opportunities for future women leaders and building a stronger, more inclusive industry.

If you’ve ever considered becoming a mentor, programs like the FWA’s Baruch College Mentoring Program offer a chance to help talented students like Emma reach their potential. By giving your time and expertise, you can make a meaningful difference—shaping both a mentee’s future and the future of finance.

For those ready to mentor a promising college student navigating the business landscape, reach out to the program leads:

Baruch - Betsy Werley ( Betsy.werley@gmail.com ) or

Seton Hall - Laura Travers ( lauratravers@comcast.net ) or Laura Bourgeois ( laura.j.bourgeois@gmail.com )

Take the next step to become a mentor today!

Empowering Women One Donation at a Time - Join FWA For Giving Tuesday

Mon, 04 Nov 2024 14:41:19 GMT

Dear FWA Community,

Imagine a world where every woman in finance has the opportunity to reach her full potential, where the glass ceiling is shattered, and the next generation of women is empowered by those who came before them.

This is the world the Financial Women's Association is committed to building—one mentorship, one program, one relationship at a time. For decades, we have been at the forefront of championing women in finance, providing the resources, connections, and support they need to thrive.

But the FWA’s story is still being written. As we look ahead to Giving Tuesday this year, we’re asking you to support us in continuing this vital work and expand our impact.

Let's work together to make the financial sector a place where women can thrive, lead, and inspire future generations.

With gratitude,

Annette Stewart
President, 2023-2025

Spotlight on Director-at-Large Erica Benjamin

Wed, 30 Oct 2024 18:24:29 GMT

Giving back by fostering engagement through education & mentoring

A director-at-large is a member of a governing board or organization who has flexible duties and is available to take on tasks as needed. No one is better suited to fill that role at the FWA than Erica Benjamin.

Erica is a master juggler who is always ready to step in wherever she’s needed without missing a beat. By day, she serves in a high-powered, senior management role as a transformational leader in BMO’s U.S. CEO Office, managing the Enterprise Wide Regulatory Program Management Office. By night and at the weekends, she’s the mother of a high school travel hockey player and a middle school daughter involved in various sports and Girl Scouting events.

Sherree DeCovny, co-chair of the FWA’s Marketing & Strategic Communications Committee, talked to Erica about her decades-long career in the financial services industry and how the FWA has contributed to her success.

Sherree: Erica, to start off, please tell us about your professional career journey?

Erica: My career in financial services spans more than 30 years. After I graduated from university, I joined the analyst program at Lehman Brothers, and up until two years ago, I worked in capital markets. I’ve done everything from sales, trading and operations to program management and senior level management.

Things haven’t always been smooth sailing. I survived 9/11. Then during the 2008 financial crisis, thousands of people were displaced, and my career went away overnight. I had to find my support system, rebound, redirect and build myself back up. Luckily, Barclays acquired Lehman Brothers’ investment banking business, and I was part of that buyout. The six months I worked for Barclays was the toughest time of my life. I just had a baby, and I only took a three-week maternity leave because I was fighting for my job. Several of us left Barclays and went to Nomura, which wasn’t a good fit for me, but I was thankful to have a job.

I got my job at BMO by leveraging my contacts from Lehman Brothers. I learned an important life lesson: The best jobs aren’t the ones that are posted, they’re from referrals from your network. The more people you know, the more opportunities come your way.

About three years ago, BMO decided to purchase Bank of the West, and I was asked to leave capital markets and move to the central M&A team to help with the acquisition. As a chief administrative officer, my responsibilities ranged from real estate to professional development. That’s when I became involved with diversity, equity and inclusion initiatives and groups such as the FWA.

The Bank of the West acquisition was completed in September 2023, and the bank is much bigger now. I currently work for the chief administrative officer for the U.S. holding company, and I run various regulatory program management initiatives.

Sherree: How long have you been a member of the FWA?

Erica: BMO has been a President’s Circle member of the FWA for about seven years, and I joined the FWA through the BMO relationship. I’m proud to say that BMO supports various education-oriented nonprofits, including the FWA’s education portfolio.

I enjoyed attending the FWA events and meeting people in the organization, but I had to take a step back when I transitioned from capital markets to an enterprise role. However, I’ve become more involved in the FWA and other women’s networks over the past year.

Sherree: Why did you decide to pursue a leadership role in the FWA?

Erica: I joined the FWA’s board in June 2024. I serve as director-at-large, but I don’t actually serve on any specific committees yet, although I’m sure I will soon. I’m particularly interested in education and mentoring. I’m currently working with Jackie Linden to review the educational portfolio. I also joined a special committee tasked with getting FWA members and the board more engaged.

Sherree: How have you benefitted from the FWA personally and professionally?

Erica: It all comes down to networking with likeminded, smart people who have been through a lot in their career. It’s so important to have that network of women who can lift you up and give you support along your career journey. Tons of job opportunities come about just by talking to people.

What I like about the FWA is that it’s multigenerational. We have members who have been in the industry for several decades, and they bring a high level of knowledge, expertise and guidance to the table. We have members who serve in middle management roles. And at the other end of the spectrum, we have young members at the very beginning of their careers.

In addition, I think the FWA’s content and events provide a great opportunity for professional development.

I’m at a point in my career where I hope the end is closer than the beginning. I feel like it’s my turn to give back because I’ve been very fortunate to have people help me along the way with mentorships and job opportunities. That’s one of the main reasons why I joined the FWA – to give back.

Sherree: What would you like to see the FWA do in the future?

Erica: We’re a membership-led organization, so we need to figure out how to increase membership and attract people in different finance roles. As such, our events need to appeal to a variety of people. We also have to update our branding and expand our base of corporate sponsors.

Sherree: How can people get the most out of their FWA membership?

Erica: If you just want to join the FWA because you want your name on the list, you’re not going to get anything out of it. Get involved. Raise your hand. Go to events. Ask questions. You can’t be everything to everyone all the time, so ask for help because FWA members will come to your aid.

AI Summit Reflections from Our President

Thu, 17 Oct 2024 16:32:04 GMT

Dear FWA Members,

As we wrap up our Annual Summit , I want to extend my heartfelt gratitude to everyone who participated in this exceptional event. A special thank you to Deloitte for hosting and Citizens for sponsoring, and to the organizing committee who put this all together, Pawneet Abramowski, Albana Theka and Patti Domm, supported by many others!

We kicked off our conference, “AI, Technology, and Finance: Reshaping Our Work and Our World,” with an insightful keynote from Sarah Youngwood, Executive Vice President and Chief Financial Officer of NASDAQ, who reinforced the impact of mentorship in our industry and set the stage for the discussions that followed. Our sessions, virtual and in-person, covered a range of crucial topics, including how AI is transforming financial services, the skills needed for tomorrow's workforce, the influence of AI on investment markets, navigating cybersecurity risks, and the intersection of thematic investing with geopolitical factors. We concluded day two with an engaging fireside chat featuring Amy Gradnik, Chief Risk and Compliance Officer at S&P Global.

In conjunction with the Summit, we are excited to launch our Giving Tuesday campaign. Imagine a world where every woman in finance has the chance to reach her full potential—this is the vision we are working towards. Your support is crucial to continuing our mission of empowering women through mentorship and resources. I invite you to join me in making a contribution . Together, we will pave the way for the next generation of women in finance.

Thank you for being a part of our community and for your commitment to advancing women in finance. I look forward to seeing you at our upcoming events!

Warm regards,

Annette Stewart
FWA President 2023-2025

Spotlight on Former FWA President Nina Batson

Thu, 03 Oct 2024 19:10:44 GMT

Reflections on a lifetime in finance and banking and the value of the FWA

Few people know what they want to be when they grow up, but Nina Batson was not one of them. At two years old, she began memorizing the serial numbers on bills; at five, she toured the Federal Reserve Bank of New York. She launched her banking career right out of high school.

Moments into a conversation with Nina, the FWA’s immediate past president (2023~2025), her passion for finance and banking and her commitment to the FWA being a diverse, equitable, and inclusive organization shines through. Sherree DeCovny, co-chair of the FWA’s Marketing & Strategic Communications Committee, talked to Nina about her career and dedicated service to the FWA over the last 15 years.

Sherree: Nina, please tell us about your career, including the ups and downs you faced.

Nina: Manufacturers Hanover Trust (Manny Hanny) hired me as a drive-through window teller right out of high school, and I worked my way up to coin teller and head teller. I was then transferred from one of Manny Hanny’s Long Island locations to the Park Avenue New York City location, where I worked in Agent Services quality assurance and operations before getting promoted to account manager. Throughout my career, I’ve held positions in asset management, client management, and securitized products. I even traded commercial paper, financed distressed debt for European credits, and worked on many mergers and acquisitions. Today, I serve as Director and Head of Internal Audit Regulatory Engagement at Barclays.

My career wasn’t all smooth sailing. For example, I was in banking when the market collapsed in October 1987 (Black Monday). I lost my job during the Great Bond Massacre of 1994. I was a trader when the financial crisis began in 2007-2008 – luckily, I didn’t lose my job. Unfortunately, I did lose my job again when Covid emerged. Through them all, I walked in faith and knew these setbacks were just hiccups that allowed me to use the upskilling I had learned from FWA events to assist in pivoting my career.

Sherree: What made you join the FWA?

Nina: In 2009, while working at MUFG, I teamed up with six other women and leveraged the FWA to help us set up the firm’s first-ever women’s network. Shortly after that, MUFG became a corporate sponsor of the FWA, and I became their relationship manager.

I went on to serve in other FWA leadership roles, including FWA President 2021-2023; FWA Leadership Council Chair (2019-2021); President-Elect (2019-2021), Executive Vice President (2018); Vice President of Membership and Engagement Division (2017); Membership Chair (2016); Membership Co-chair (2015); and Head of Membership Committee’s Ambassador Program (2014); MUFG/FWA President’s Circle Relationship Manager (2009-2021); and FWA member at large (2009~present).

Sherree: What were your greatest accomplishments and challenges at the FWA?

Nina: A few big wins for me during my presidency included getting four-star General Jacqueline D. Van Ovost to speak to the FWA twice. I became the 58 ^th and first Black president of the FWA during its 65 ^th anniversary, served a two-year term, and held an in-person gala to celebrate being able to come together again. I also held the first International Business Conference post-pandemic in Bermuda.

When I was president-elect, I spearheaded an ad hoc governance committee to assist the FWA in redefining itself during its medium-term plan. This led to the FWA Board being further streamlined and the organization being more sustainable so future leaders and constituents could leverage its legacy for the future. During this process, I met with the amazing FWA past presidents and learned about the intricacies of the FWA's journey. Their input – including desired improvements – allowed us to create a sturdier foundation and a bridge for the next generation of leaders.

I’m a people person who cares deeply about the customer experience. I’ve always been willing to write that eloquent letter, make cold calls, and network to attract people to FWA events – a strategic plan to increase membership organically. When I was FWA President (2021~2023), I ensured the organization went to great lengths to showcase its corporate sponsors, their employees and other like-minded, mission-driven organizations – including active military service members and veterans. I strongly encouraged FWA event organizers from the organization’s Leadership Resource Council to seek out panelists from diverse backgrounds because diversity, equity, and inclusion (DEI) was my top priority. I even nicknamed my theme “I.D.E.A.” - inclusion, diversity, equity, and access – and provided access to many distinguished speakers who had never before partnered with the organization, not only across the financial industry, but globally.

While emphasizing diversity within the FWA and its underrepresented communities, we also held monthly themed Courageous Conversation events, featuring diverse groups and representatives of different cultures and heritages. My overarching goal was to prove that regardless of your role within the financial community, the FWA is here for YOU, a true testimony to the organization’s goals, mission, vision, and values.

My biggest challenge was leading the organization during Covid and resuming in-person events post-pandemic. Although it wasn’t easy, the FWA invested in itself and offered many free virtual events, which were also available for replay for a nominal cost during and after the pandemic. We maintained our mentee-mentor relationships, albeit virtually, and went global with our membership and educational initiatives.

The FWA needed to be there for people, so we offered a “No Member Left Behind” campaign, something I orchestrated with a past president when I was Membership Chair. For example, we advertised the FWA’s membership tiers so people would know that the FWA would be with them every step of the way during the pandemic. We held our events virtually on Zoom, including events to explain the pandemic and help our members care for themselves, friends, and families. During the first pandemic holiday season, we hired a bartender to show us how to make cocktails and mocktails virtually. Everything you needed to celebrate perseverance was mailed to your home.

When we ventured outside again and went back to work post-Covid, I promised the FWA constituents an in-person 65 ^th FWA Anniversary celebration and resumed the FWA’s International Business Conference.

Sherree: How did you benefit from the FWA personally and professionally?

Nina: The FWA afforded me many opportunities to upskill myself and continue to enhance and enrich my career. I now have a more extensive network of amazing women and men to whom I can reach out and vice versa. We know we will always be there for each other.

Sherree: What would you like to see the FWA do in the future?

Nina: Listening to our constituents and knowing what the FWA members want is essential to the organization’s sustainability. This includes routinely providing events related to hot topics impacting the financial services industry and offering personal development opportunities. I also hope the FWA keeps expanding globally beyond holding the International Business Conference annually.

BMO Equity Through Education Trading Day Celebrates 20th Anniversary and Raises C$1.5 Million to Promote Education, Development and Progress

Thu, 03 Oct 2024 18:19:04 GMT

BMO's 20th Equity Through Education Trading Day raised C$1.5 million this year to promote education, development and progress for thousands of promising students around the world. Each year, BMO donates all North American and European institutional equity commissions from one day of trading to select charitable organizations helping diverse, bright, and deserving students in support of their post-secondary educational ambitions.

FWA is grateful to be a recipient of this incredible program. BMO Capital Markets will generously provide the Financial Women's Association with $180,000. This infusion of funds will bolster the vital work we do with students and mentees. Want to learn more about our impact? An FWA scholar from 2005, Yulissa Familia, was featured in BMO’s news release around their 2024 ETE day. Read her story here.

BMO Capital Markets, your generosity is truly appreciated, and we thank you for helping us make a positive impact in the lives of future women leaders.

READ THE BMO NEWS RELEASE

A Message From FWA President Annette Stewart

Wed, 18 Sep 2024 18:18:01 GMT

Dear FWA Community,

I hope your fall is off to a productive start! I am currently reading The Productive Perfectionist by FWA Member Kathryn Mayer and invite you to join me for an engaging virtual discussion with the author on September 24th . This is a unique opportunity to explore how perfectionism can fuel productivity in both your personal and professional life—don’t miss it! Click here to register!

As your FWA president, I am focused on continuing to build and strengthen our organization, members and partners through great content and networking opportunities. If you are a regular reader of our news and not yet a member, now is the perfect time! Click here to explore individual membership , or learn more about becoming a corporate partner . I have gained so much from my FWA community during my many years as a member, and I encourage you to experience it, too.

Our recent Economic Outlook Panel , hosted by RGP, gave great insights into where we are today and important factors to consider as we approach 2025. The FWA remains committed to delivering relevant content that benefits you as an individual, a professional, and your company!

Looking ahead, I am excited about our upcoming AI Summit hosted by Deloitte. Mark your calendars for October 15-16th and be sure to share this exciting opportunity with your colleagues! Register now! I look forward to seeing you there!

Sincerely,
Annette Stewart
FWA President, 2023-25

Spotlight on the FWA Operations Resource Committee

Tue, 17 Sep 2024 18:34:56 GMT

Administrative and fiduciary oversight ensures FWA operations run smoothly

Few people know the workings of the Financial Women’s Association’s (FWA’s) office better than Past FWA President Katrin Dambrot (2015-2017) and current chair of the FWA’s Operations Resource Committee (ORC).

In a Q&A session with Sherree DeCovny, co-chair of the Marketing & Strategic Communications Committee, Katrin talks about how the FWA enabled her to build valuable business and leadership skills to advance her career. She also explains the critical role the ORC plays in supporting and overseeing the FWA’s office.

Sherree: Katrin, to start off, please tell us about your career?

Katrin: I owe my career largely to serendipity. Something would fall in my lap, and I would make something of it.

When I was studying economics in college, I participated in a work program in Unilever’s (then Lever Brothers) market research department, where a group of us were tasked with making copies of documents after-hours. I kept breaking the copier, so it was either fire me or find something else for me to do. I ended up working on a giant forecasting model that was being built across the company’s soaps and detergent products. Ultimately, I was much better at analysis than I was at copying. Based on my performance on the project, Unilever offered me a graduate summer internship, although I was still an undergraduate, and a few months later offered me a full-time job if I agreed to finish my degree at night. That’s how I launched my career.

Later, I was recruited to Pepsi’s Marketing Group at a time when new products and packaging were launching. It was an exciting time at Pepsi, and I learned a different approach to distribution and promotion.

Then I joined Seagram. I was promoted and given the opportunity to hold the top management development spot in the company, chief of staff to the president. It was a heady life – two years of corporate jets, high-level meetings and a view from the top of a corporation that at the time was the industry leader globally. My predecessor in the development spot became the next president, and I moved on to financial services, which was recruiting heavily from consumer packaged goods companies because of deregulation.

I ended up in companies that faced three hostile takeovers or sell-outs in five years. I decided to make lemonade out of lemons and started my own consulting business in 1989, Dambrot and Company. Incredible, interesting opportunities reached me through the network I had built in corporate life. I consulted with major companies and was asked to work on a task force for the U.N. as well as helping the Dominican Republic better understand how to build value through branded instead of generic products.

Along the way, I’ve been asked to serve as chair of the Morris County Association for Foreign Trade and have spoken to many organizations. Recently, I stepped down from a symphony board, and I currently serve as Chair of the Board of Governors of Antioch University.

Sherree: What was your journey at the FWA?

Katrin: I was invited to an FWA signature event in 2004. I was so impressed by the caliber of the audience that I joined the organization and signed up to participate on the Marketing Committee.

A few years later, I invited a colleague, who was looking for a not-for-profit role, to an FWA Not-For-Profit Committee meeting so she could network. I ended up being asked to co-chair that committee in 2009. That was during the Great Recession, when many people in financial services lost their jobs. We invited top speakers to educate our members on governance and fiduciary duty, and ultimately, our well-attended events were profitable for the FWA. Ironically, I’m probably the only person in the FWA’s history to rise to president from the Not-for-profit Committee.

Next, I was put on the board as a vice president. I chaired the trip to Berlin in 2013, which was extremely successful in terms of participation and fundraising for the FWA. That event put me on the Nominating Committee’s radar screen, and I was chosen as the next president-elect and then president. At the time, presidents served for one year, but the FWA changed the bylaws so I could serve for two years. The FWA was navigating profound structural changes, so it was beneficial to maintain the same leadership.

I am particularly proud of my role in founding/guiding both the Pacesetters Program as well as the Back2Business Program. While I was president, I also mentored a Baruch student as part of our involvement there.

After I was president and past president, I stepped into my role on the ORC, which I chaired from 2018 to 2021. I took a breather, and in 2023, I was invited to chair the Committee again.

Sherree: What is the ORC’s remit, and why is it important to the FWA?

Katrin: The FWA office is the infrastructure that supports the educational and networking programs and events, maintains our website, and ensures that the organization runs smoothly. Essentially, our committee is the administrative oversight of the infrastructure. It focuses on policies, plans and issues pertaining to the FWA office and staff. We oversee FWA personnel issues, staff benefits, wage structure, technology and communications plans and strategies, in addition to facilities requirements. If needed, the Committee coordinates with the FWA’s counsel and recommends appropriate actions to the board. Given the fiduciary responsibility, all members of the Committee must be FWA board members, and currently, there are three of us.

ORC members must be well-versed in the operations of the office. We ensure that insurance policies are reviewed, renewed or changed on time. We don’t do the audit, but we ensure that our 990 filing – a lengthy, complicated tax return for not-for-profit organizations – is submitted on time. Importantly, we oversaw the move from a physical office to a virtual office during Covid and oversaw the development of a new staff handbook. We’re responsible for reviewing the administrative budget, which is part of the overall budget. In 2023, we were involved in the development of a new accounting manual.

Sherree: What should current and prospective FWA members take away from your experience with the organization?

Katrin: My leadership roles at the FWA allowed me to develop the relationships and skills I needed to expand on an interesting and rewarding career. I wouldn’t be where I am today if it hadn’t been for the FWA. I encourage everyone to take advantage of all that the FWA has to offer.

Build your connection with the FWA! Learn about how to get involved with FWA committees here .

Join BMO Equity Through Education Day on September 25, 2024

Tue, 17 Sep 2024 18:21:32 GMT

The FWA is pleased to be partnering with BMO Capital Markets once again as a beneficiary of its Equity Through Education program, a charitable initiative aimed at creating a more diverse workplace by offering support to help bright, deserving people get on a path to success.

Since its inception in 2005, the BMO Equity Through Education annual program has raised almost C$32 million by donating one day’s institutional equity, BMO InvestorLine equity, and ETF trading commissions earned across North America & Europe directly to organizations that provide access to education. This translates into assistance to more than 5,500 students through scholarships, bursaries, stipends, mentoring programs, and job search strategy forums.

This year’s Equity Through Education trading day will be held on September 25, 2024. Please consider placing your trades with BMO on that day. Make trades for brighter tomorrows.

Discount for FWA Members on Seton Hall University's Fall Continuing Education Courses

Thu, 12 Sep 2024 18:14:31 GMT

Seton Hall University (SHU) recently announced their fall 2024 lineup of continuing education courses , which include a variety of opportunities to improve your leadership and technical skills.

SHU has graciously provided a 30% discount for FWA members on any of these courses. Members can log in to the FWA Membership portal and visit the Discounts page to get the discount code.

Apply now for Member2Member Mentoring!

Wed, 11 Sep 2024 18:11:59 GMT

The FWA Member2Member mentoring program supports the FWA mission of accelerating the leadership and success of women in the financial community by pairing FWA members with extensive career experience with FWA members looking to advance their careers and build leadership skills.

The FWA is once again sponsoring a new cohort of the Member2Member Mentorship program, which will run from November 2024 through April 2025. Our goal is to establish meaningful Mentor and Mentee partnerships through which the pair works together to empower the Mentee by helping to identify abilities and opportunities. We also encourage networking and reverse mentoring among members of the Cohort.

Interested in participating? Learn more here!

Mentee application deadline: Monday, October 7, 2024

Join the FWA Entrepreneurship Committee

Thu, 05 Sep 2024 18:06:40 GMT

Are you passionate about entrepreneurship and eager to make a lasting impact within the FWA? Joining the Entrepreneurship Committee offers a unique opportunity to connect with like-minded professionals, build meaningful relationships with other business owners, and contribute directly to shaping the FWA experience. As a committee member, you'll play a pivotal role in curating engaging events, leading insightful discussions, and fostering a supportive community where innovative ideas thrive.

By volunteering your time and expertise, you'll not only enhance your own network but also help empower others on their entrepreneurial journey. Your involvement will be instrumental in crafting sessions that inspire and inform, ensuring that the FWA continues to be a dynamic space for growth and collaboration. Take this chance to be at the forefront of these initiatives and make a tangible difference in the lives of fellow members. Join us in driving the future of entrepreneurship within the FWA!

To learn more and to get involved, please email Committee Chair, Tara Johnson: tara@alchemywealthmarketing.com . Participation is a benefit reserved for FWA members. Not a member yet? Don't delay, join today!

A Message From Our President

Thu, 22 Aug 2024 18:02:11 GMT

The summer is winding down and we have been busy at the FWA preparing for back to school and kicking off all of our fall programming! We recently wrapped up this year’s Wall Street Exchange , our internship augmentation program (since 1976!) – more on that below. Our mentor programs at the High School of Economics and Finance , Baruch College , and Seton Hall University are getting ready to launch. If this sounds exciting to you and you would like to become an FWA Mentor, click here to learn about the opportunities currently available !

The FWA has always been about supporting women in the profession and we have also held a deep and abiding commitment to building the next generation of leaders. Part of the way we do this is by offering powerful events for our community. Register now for the newly announced Economic Outlook Panel and save the dates for these additional upcoming events on your calendar today!

AI Summit : Oct 15th 12-2, virtual
and October 16th 1 – 6, in person, hosted by Deloitte
December 4: French wine tasting class and holiday fundraiser
March 9 – 14, 2025: FWA International Business Conference in France

Hope to see you soon!

Sincerely,

Annette Stewart
FWA President 2023-2025

2024 Wall Street Exchange Graduation

Thu, 22 Aug 2024 17:55:41 GMT

On Tuesday, July 30th, FWA celebrated the 2024 Wall Street Exchange program graduates and their completion of the seven-session summer program.

Graduates were greeted by FWA President, Annette Stewart, and then treated to a presentation by Brenda Titus, Vice President, Associate Manager, Short Hills, NJ, for Wells Fargo Advisors, who shared her advice to her 21-year-old self and answered questions from the interns.

Among the advice Titus shared was a reminder to embrace failure and to view it as a stepping stone. She also suggested that they to continually strive to do 1% better each day; the cumulative effects will be felt throughout their lives and careers.

After Titus’ presentation, Gerri Bostick and Laura Smith Dunaief, WSE Co-chairs, and Annette Stewart presented graduates with their program completion certificates. Ten participants with perfect attendance throughout the summer’s program also received a special gift from FWA.

Special thanks to Wells Fargo Advisors for sponsoring this in-person celebration and to all of this summer’s sponsors and speakers, who bring this program to life for the interns who represent financial services’ future. Thanks also to the WSE committee members and the FWA Office for their support.

2024 WSE Interns Learn About Trends in Fintech and AI

Thu, 08 Aug 2024 17:50:40 GMT

The sixth session of this year's Wall Street Exchange Program , held virtually on July 23, 2024, focused on the novel and exciting topics of Fintech and AI. Gerri Bostick, WSE Co-Chair, opened the session and introduced Committee member Yanique Williams who served as the facilitator. Yanique, Technologist, Founder & Venture Investor, expertly facilitated the panel of talented professionals. These included Jeanine Hightower-Sellitto, Chief Commercial and Strategy Officer, EDX Markets; Addy Spiller, Fractional Head of Product for Fortune 500 and other companies; and Shade Alcine, Enterprise Account Manager at Human.

The panelists shared some of the changes and advances in Fintech. These include an explosion of customer facing apps that have democratized the space. This has led to more access and increased the potential for generational wealth. The “wealth for all” expression has been actualized through apps like Robin Hood, where individuals can now make investments in stocks and options on their own. Small investors no longer need the inside track with a broker and have more access through many more start-ups.

With payment innovations in cash apps and digital wallets, security has been scaled up. New technology for fraud detection, such as face recognition and two factor-verification, has changed the fintech environment. Although everything is becoming faster and easier, according to the panelists, security is the biggest risk. Another fintech challenge is compliance given the many privacy laws that have been implemented. Privacy is included in every single step.

The panelists stressed that we have been interacting with AI for a long time now and it helps us to move quicker, faster and better. They encouraged the interns to learn more about AI to better understand how to integrate it into their lives, to mix the natural and the artificial. No one is experienced in this and it will take time to become an expert.

One panelist described AI as “an extra brain that we make ours”. The way tech develops over time, the panelists affirmed that AI is in the next wave of tools for this generation and it will be integrated into everyone’s business. In the next few years, crypto and blockchain will reemerge as traditional finance begins to adopt blockchain technology. The panelists provided some resources for the interns to learn more about AI as some employers will begin to require AI experience and knowledge in the near future.

The Wall Street Exchange Co-chairs and Committee members wish to thank the panelists for their time and talents, and our President’s Circle firms, FWA leadership, and the FWA office team for their tremendous support.

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.

Lead and Inspire: Become the Program Chair for Our High School Mentoring Program

Thu, 08 Aug 2024 17:40:45 GMT

We are excited to offer a rewarding opportunity to lead as the Program Chair for the FWA High School Mentoring Program at the High School of Economics and Finance (HSEF).

In this influential role, you will oversee the selection process for talented students, work directly with HSEF administration, and collaborate with the Program Manager and committee to design and implement impactful programming. You’ll also manage key events, build relationships with mentors, mentees, and FWA committees, and represent our program at special events.

This position offers you a chance to make a significant contribution to the development of future finance leaders while getting involved in the FWA community and building valuable connections. If you are passionate about education, mentorship, and making a difference, this is your opportunity to lead and inspire.

For more information or to express your interest, please reach out to Kelsie Piersaint , Next-Gen Education Programs Manager.
We look forward to your involvement!

Join the FWA Membership Committee!

Wed, 07 Aug 2024 18:09:05 GMT

Do you enjoy meeting new people? Are you passionate about the FWA and want to increase its reach within the financial services space?

The FWA Membership & Engagement Committee is looking for committee members to engage with current and prospective members to spread the FWA mission. Committee members should anticipate spending 4-6 hours per month working with committee members on engagement efforts.

If interested, please contact Membership & Engagement Chair Erin Preston at ambassadors@fwa.org . Participation is a benefit reserved for FWA members. Not a member yet? Don't delay, join today!

Mentor Opportunity: Shape the Future of Young Women at the FWA High School Program

Wed, 07 Aug 2024 17:39:07 GMT

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Spotlight on the FWA Membership Committee

Thu, 01 Aug 2024 18:08:53 GMT

Building relationships and creating a culture of support through a personal touch

Founded in 1956, the Financial Women’s Association (FWA) is among the oldest, most well-established organizations for women in the financial services industry. No other women's organization offers extensive networking, programming and skill development opportunities like the FWA. Moreover, it’s an important pipeline for financial institutions and other firms to develop, engage and retain talent.

Erin Preston, chair of the FWA’s Membership & Engagement Committee, is passionate about the organization’s mission. In a Q&A session with Sherree DeCovny, co-chair of the Marketing & Strategic Communications Committee, Erin explains her professional background, why she joined the FWA and how she has benefited from her membership. She talks about the Committee’s goals and provides advice on getting the most out of an FWA membership.

Sherree: Erin, to start off, please tell us about your professional background and why you love what you do.

Erin: Sure. Over the last 17 years, I’ve held several senior compliance roles in sell-side and buy-side institutions. My current role is chief compliance officer at Wedbush Securities, one of the nation’s leading wealth management, brokerage and advisory firms. Headquartered in Los Angeles, CA, we have over 100 registered offices and nearly 900 colleagues focusing on wealth management and brokerage services.

Honestly, I didn’t know what I wanted to do when I graduated college, but I knew what I was interested in. My first job was in compliance, and I loved it so much that I decided to pursue a law degree part time to strengthen and expand my knowledge and skills. After I finished my degree, I landed a role as in-house counsel.

My law degree changed the way I think and approach problems. That’s important because my job is about problem solving and partnering with the business to achieve strategic objectives.

Sherree: How long have you been a member of the FWA, and why did you decide to join?

Erin: I’ve been a member of the FWA since 2016. I had just started in my first chief compliance officer role, and I wanted to network with high-caliber women in senior roles outside of my workplace and enhance my knowledge through educational programming. I joined the FWA because the organization has so much to offer in both areas.

I became actively involved in the FWA immediately, and it’s been a great experience. I participated as a mentee in Member2Member Mentorship Program, where members are paired with FWA senior members who can provide career advice. Then I became a mentor in the FWA’s partnership program with Baruch College, and I’m now in my sixth year of mentoring through that program. I’ve also been involved in the FWA’s Wall Street Exchange summer program, which is a career development program for rising college seniors who are working as interns in financial services.

Sherree: What excited you about taking a leadership role in the FWA?

Erin: Last spring, I was approached about taking on a leadership role in the FWA, specifically heading up the Membership & Engagement Committee, which is a board position. Previously, I sat on the board of Women in Listed Derivatives, so I understand what a board role entails.

I was excited about this opportunity because I’m passionate about the FWA’s mission to promote the professional development and advancement of all women through education, mentorship, networking, alliances and advocacy across the financial sector. What sets this organization apart is inclusivity. We welcome women from all professions within our industry and at any level of their career.

I’ve had such a good experience at the FWA that I want to get that message out. I want to ensure that our current members get the most out of the organization, but I also want to attract new members – from students and entry level workers to mid-level managers and senior executives. There are opportunities everyone to become engaged in this dynamic organization.

Sherree: What do you think is the essential ingredient for the success of the Committee?

Erin: I think it’s all about personal touch and outreach.

I’ve been in leadership roles in Junior League in Greenwich, CT and I’m in the process of re-joining the Westchester on the Sound chapter. Junior League is a private, nonprofit volunteer organization whose mission is to advance women’s leadership for meaningful community impact through volunteerism, collaboration and training. I’ve been involved in various initiatives from fundraising to gathering essential supplies for victims of domestic violence.

Junior League has been a great model for me because of its strong governance and its personal touch. When you join, the chapter president will write to thank you for your interest and invite you to meet in person to learn more about the organization and how you can become engaged.

That approach impressed me and made me feel valued, and that’s what I’m looking to impart at the FWA. I want our committee to personally reach out to new members to help them take advantage of the FWA’s resources and become engaged in our various committees and programs. I also think it’s so important to get members’ feedback on our content and educational programming so we know what’s working and what we can do differently.

Sherree: So please tell us more about the Membership & Engagement Committee and your goals for the coming year.

Erin: Currently, we have four members, and we meet twice per month, but I’m actively looking for more members because we have an ambitious agenda this year.

Our first goal is to increase individual memberships by at least 20% within 3-4 months. We see an opportunity to build relationships particularly in a couple sectors. One is fintech because so much innovation is happening in that space, and the other is private markets, which are becoming more open to a broader group of investors.

Another important goal is to deepen our relationships with graduate schools at Columbia, NYU, Fordham and other universities. We believe we can provide valuable tools and educational programming to support part-time graduate students who are currently working as well as full-time graduate students who are looking to reenter the workforce.

If you love meeting new people, reaching out to institutions and following up with members, please come join our committee. For instance, we need people to:

monitor and provide insight into data on converting non-members to members
partner with the Programming Committee to ensure our events are interesting and educational
ensure members have access to the many resources the FWA has to offer
…and more.

Sherree: What would you say to people who are thinking about joining the FWA? How would encourage them to take the plunge?

Erin: I think that the FWA provides excellent value for money. I would invite everyone to come to an event and see what we’re about. By joining the FWA, you’ll be able to engage in meaningful dialog, build your network, learn new skills and enhance your knowledge of the industry. I’m confident that your FWA membership will be enriching and contribute to your career success.

Sherree: Just one last question. What would you advise women to do to get the most out of their FWA membership?

Erin: I encourage everyone to join a committee that dovetails with their interests, skillset and availability. Some committees only require limited engagement. For example, you might only have to contribute an hour per week for five weeks based on a particular program. Our standing committees require year-round participation. That group comprises Audit, Development, Finance, Marketing & Strategic Communications, Membership & Engagement, Nominating, Operations Resource and President’s Circle/Corporate Sponsorship. In addition, we have a few committees focused on mentoring at various levels.

The Membership & Engagement Committee would be delighted to connect you with committee chairs and start you off on what we believe will be an exciting and meaningful experience at the FWA.

Build your connection with the FWA! Contact Erin and the membership & engagement committee today at ambassadors@fwa.org .

2024 WSE Fifth Session: A Focus on Managing Stakeholders

Wed, 31 Jul 2024 17:30:16 GMT

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.

The Power of Mentoring: A Spotlight on SHU’s Nalani Rios and FWA Mentor Stephanie Hauge

Thu, 25 Jul 2024 17:54:36 GMT

Mentorship is a powerful force that can often shape careers, inspire personal growth, and create lasting impacts. Within the Financial Women's Association’s Seton Hall University Mentoring Program , the relationship between mentee Nalani Rios and mentor Stephanie Hauge exemplifies the profound benefits of such connections. Their journey together highlights the importance of mentorship in nurturing future leaders in finance and beyond.

Stephanie Hauge: A Seasoned Leader and Dedicated Mentor

Stephanie, though officially retired, remains active as the Principal of The Non-Profit Helper consultancy. Her distinguished career in accounting and finance spans pharmaceuticals, medical devices, and telecommunications, culminating in senior leadership roles before transitioning to the non-profit sector. A Past President of the FWA (2009-10), Stephanie has been an FWA mentor since 2010, inspired by the programs' tangible impact. She currently serves on FWA's Development Committee and co-chairs the FWA NJ Committee, further demonstrating her ongoing commitment to the organization.

"I was inspired by the commitment of long-time FWA members and the impact that the mentoring programs were making," says Stephanie. Her extensive experience and passion for mentoring young women before they begin their careers have made her a treasure to the FWA-Seton Hall University Mentoring Program.

Nalani Rios: An Emerging Leader in Marketing

Nalani, a marketing major at Seton Hall set to graduate in December, joined the FWA mentoring program to connect with successful women and learn from their experiences. "I was drawn to the idea of a community dedicated to supporting and uplifting women in their career journeys," Nalani shares. Her enthusiasm for marketing, especially in digital and social media, has driven her to excel in various academic and extracurricular pursuits.

One notable achievement is Nalani’s participation in the Hult Prize Global Summit in Boston in June 2024. The competition, known as the world's largest student social entrepreneurship event, saw Nalani and her team present their innovative sustainable packaging solution, Naturefill Replenish. Competing against some of the brightest minds globally, this experience underscored Nalani's commitment to blending innovation with environmental consciousness.

The Mentoring Relationship: Mutual Growth and Shared Insights

Stephanie and Nalani's mentoring relationship is built on mutual respect and a shared commitment to growth. Stephanie has provided Nalani with the tools and affirmation needed to navigate her career path. "Through affirmation and practical skill sets, Stephanie has given me the space to embrace discomfort to grow," Nalani explains. This guidance has been instrumental in helping Nalani develop confidence and resilience in high-pressure situations.

Stephanie also emphasizes the importance of persistence, a lesson Nalani holds dear. "Stephanie’s story has been an inspiring example of the determination and persistence I will continue to nourish throughout my career," Nalani says. This resilience is crucial, especially in the face of gender-based challenges that women often encounter in the finance industry.

Looking Ahead: Goals and Aspirations

Nalani envisions leveraging emerging technologies and consumer insights to create impactful marketing campaigns. With Stephanie's support, she aims to refine her resume, improve her interview skills, and showcase her leadership abilities. "My mentor has played a crucial role in shaping this vision by providing guidance on industry trends and sharing real-world experiences," Nalani notes.

Stephanie’s belief in the power of visibility and contribution is a cornerstone of her advice to aspiring finance professionals. "Do not be intimidated by the fact that even in your finance classes you may be a minority. Be visible and make a contribution to your team," she advises. This encouragement aligns with her broader vision for the FWA mentoring program, which offers mentees exposure to a variety of successful women in different finance-related careers.

The Future of Women in Finance: The Role of Mentorship

Stephanie and Nalani illustrate the power of mentorship in shaping future leaders. Their relationship, forged through the FWA, showcases how experienced professionals can inspire, guide, and pay it forward to the next generation. This relationship not only fuels Nalani's career aspirations but also underscores the vital role of mentoring in empowering women in finance. By fostering knowledge-sharing, confidence, and network-building, such programs prepare women to lead with resilience and innovation, creating a lasting impact on the industry. On behalf of the FWA, Stephanie, we extend our heartfelt thanks for your enduring commitment to the SHU Program. Nalani, your successes are an inspiration, and we know the future that lies ahead for you is bright.

For those ready to mentor a promising college student navigating the business landscape, reach out to the program leads:

Baruch - Betsy Werley ( Betsy.werley@gmail.com ) or

Seton Hall - Donna Harris ( Zabelski@gmail.com ) or Lu Licciardello ( lulicciardello@gmail.com )

Take the next step to become a mentor today!

FWA Welcomes Board Members for 2024-25

Mon, 22 Jul 2024 15:04:50 GMT

Please join us in congratulating and welcoming the new and returning Financial Women’s Association Board Members for the 2024-2025 term. We look forward to working with you to support and serve our community. Thank you for your continued leadership and service.

FWA Rings Nasdaq Closing Bell, Marking 68 Years of Empowering Women in Finance

Thu, 18 Jul 2024 14:56:17 GMT

On Wednesday, July 17, 2024, FWA visited the Nasdaq MarketSite in Times Square for the honor of ringing the closing bell in celebration of our 68 years as the established, premier organization for women in finance! FWA President Annette Stewart delivered inspiring remarks during the ceremony, which was the first time we participated in this prestigious event since March 2020.

We extend our heartfelt gratitude to Nasdaq, our members, partners and supporters who made this milestone event possible. The FWA looks forward to continuing to expand and grow, sharing a front row seat to leadership in the industry.

Watch a recording here!

Oliver Wyman Hosts Wall Street Exchange Interns at Their HQ

Thu, 11 Jul 2024 17:53:09 GMT

The FWA Wall Street Exchange interns met with a panel of leaders at the Oliver Wyman offices in New York City on June 26, 2024. The session was held at the headquarters for parent company Marsh McClennan, an international management consulting firm. The topic for the session was “Landing the Full-Time Job and Succeeding in Your Career.”

The organizer of the event was a 2019 Wall Street Exchange intern, Steven Catudal, and he enthusiastically welcomed this cohort to their third session. WSE Co-Chair Gerri Bostick opened the session and introduced the moderator, Rena Zhu, Associate in Financial Services. Rena provided an overview of the parent company, Marsh McClennan, and the role that Oliver Wyman plays as one of the subsidiary companies.

Panelists included: Alice Newkirk, Principal, Corporate & Institutional Banking; Paul Mee, Partner, Digital US Cyber Practice Lead, Finance & Risk, New York; and Vivian Merker, Partner, Performance Transformation Co-Lead, Retail & Business Banking, Finance & Risk, New York.

The WSE interns asked a series of questions related to their internships and their careers and the panelists generously shared their advice, wisdom and suggestions, including scenarios and stories from their own experiences. Panelists were asked questions such as what their dream job was, what was the coolest project they ever worked on, and how they ended up in financial services.

In response to a question about the best intern they had ever had, the panelists gave a range of characteristics and actions that the interns could immediately incorporate such as: being curious, exhibiting an understanding of the customer, learning from their mistakes, showing a positive attitude, and being a team player who is always willing to help. One of the “don’ts” the panel suggested is to never wear headphones to a meeting with your boss. The interns were also advised to vocalize what they want and reach out to people who are not on their teams as all of these people are a part of their journey.

The WSE Co-Chairs extend their sincere thanks and appreciation to Steven, Rena and the panelists from Oliver Wyman for their generosity and guidance 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.

Introducing FWA's Database Management & Data Analysis Summer Interns

mmcgriff@fwa.org (Meredith McGriff) — Wed, 03 Jul 2024 20:08:23 GMT

FWA is pleased to welcome Madina Tuktina and Andriana Amankwah-Bonsu from the Jaggar Community Fellows Program at Adelphi University . This competitive program offers paid nonprofit internships, benefiting both organizations and students. Selected for FWA's Database Management & Data Analysis Summer Internship, Madina and Andriana are working on Next Gen programs , membership, and historical leadership data projects.

Madina Tuktina is an international student from Kazakhstan pursuing a double major in Mathematics and Business Management with a Marketing Specialization at Adelphi University. She is one of four recipients of the prestigious Presidential Leadership Award, recognizing her outstanding leadership and contributions to the university's community. Madina has developed her skills in data analytics through various internships and roles on campus. As a Data Analytics Intern at Adelphi's Institutional Research and Analytics Department, she analyzes national trends in higher education and visualizes data for comprehensive analyses. Her experience includes creating an SQL database for donor information at Girls Inc. and conducting market research.

Andriana Amankwah-Bonsu is an international student from Ghana pursuing a master's degree in Business Analytics. At Adelphi, she serves as a graduate assistant at the Robert Willumstad School of Business, working closely with faculty and the Dean in an inclusive, nurturing environment. Andriana also mentors high school students through the Girls Who Code society, organizing workshops to inspire young coders. Her future goal is to pursue a PhD in Data Science, making meaningful strides in business and research.

We're excited to have Madina and Andriana join us, as their contributions will help advance our mission of empowering all women in finance while providing them valuable experience in the nonprofit sector.

2024 Wall Street Exchange Provides Networking Guidance

Fri, 28 Jun 2024 20:01:56 GMT

The FWA’s Wall Street Exchange Program launched on June 11. The 2024 program includes 57 participants interning at 18 firms and representing 38 different schools.

Wall Street Exchange (WSE) augments the summer internship experience of rising college seniors with weekly career development events that help them develop professional and career management skills. During the opening session, interns participated in series of networking breakout sessions designed to facilitate introductions and help them build bonds that will continue throughout the summer program – and their careers.

What does it take to build a strong network? During the second WSE session on June 18, interns learned how to break the ice and build rapport, effective uses of online networking tools, and the importance of authenticity.

Dan Yu of FastBook Advisors moderated a high-energy panel discussion and shared his own insights, drawing on his experience coaching early careerists to seasoned executives on career path strategy and career management.

Panelists Aidi Zheng of BMO Capital Markets, Paige Derlinga of Citizens Financial Group, and Amber Doreen of J.P. Morgan generously shared their own career experiences and guidance for making the most of networking opportunities during the lively session.

Thank you to the 2024 Wall Street Exchange sponsors that make this program possible: Citizens Bank, BMO Capital Markets, J.P. Morgan, Oliver Wyman, Amazon Web Services, New York Life, and Wells Fargo Advisors. Thanks, as well, to the WSE Co-chairs and Committee members, our President’s Circle firms, and to FWA leadership and the FWA office team for their support.

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.

Dollars for Scholars Featured Graduate: Vivian Chen

Thu, 27 Jun 2024 16:36:40 GMT

This graduation season we're celebrating scholars who have benefited from FWA’s impactful programs.

This week we're highlighting Vivian Chen, a Baruch College graduate (2019) who received a 2017-2018 FWA-BMO Capital Markets Endowed Scholarship. She started at S&P Global in 2019, working her way to her current position as a Software Solutions - User Experience Designer facilitating institutional participants in private capital markets. Causes she’s passionate about include animal welfare, the environment, human rights, and science & technology.

We've raised over 50% of our $10,000 goal!

Help us expand the impact of these proven programs by giving generously to this year's Dollars for Scholars Challenge !

2025 FWA International Business Conference Announced: Join Us in France!

Thu, 27 Jun 2024 16:24:02 GMT

FWA members, are you ready to shape tomorrow's business landscape in the heart of France? Express your interest now for our International Business Conference and join us for a game-changing event March 9-14, 2025!

The FWA's International Business Conferences (IBC) are executive-level experiences designed to provide exclusive insights while immersing your senses in an exciting cultural journey. Each year, IBC participants encounter a destination with fundamental investment and business opportunities. In each location, the delegation meets with the most senior government and business leaders to understand the investment potential in these countries and to learn about the government’s role in support of economic expansion.

We're also looking for FWA members to join this year's IBC committee and work with FWA President Annette Stewart to ensure this event is a great experience. Note your interest on the form below!

Here’s why this event is your ticket to the future:

Discover France's innovative edge and untapped market potential
Engage with visionaries from finance, business, and government
Blend cutting-edge insights with centuries of cultural richness

Take a moment to fill out this quick form, and we'll keep you updated on this can't-miss IBC of 2025. Be part of the conversation. Be part of something real. Be part of the future of finance and the FWA.

This is an interest form only and not a commitment - we will follow up with registration instructions at a later date.

This interest form is now closed.

Please register now and submit your deposit to reserve your spot on the IBC!

What a night! FWA Connect Live turned the Green Fig into networking central!

Wed, 26 Jun 2024 21:08:47 GMT

Huge thanks to everyone who joined us on the rooftop for an evening of cocktails and mingling during FWA Connect Live on June 25th. The NYC skyline provided the perfect backdrop for forging new connections and rekindling old ones.

We're very grateful to Richard Hartman and the Marsh McLennan Agency for their generous sponsorship of the tasty hors d'oeuvres!

We hope you all left with meaningful connections, professional wisdom, and a better sense of what FWA's all about.

Many thanks to our awesome Membership & Engagement Committee for putting together such a fantastic get-together!

Missed out this time? Register for one of our exciting upcoming events , and keep an eye out for our next FWA Connect Live! Here’s a look at last night's best moments:

Dollars for Scholars Featured Graduate: Carina Castagna

Thu, 20 Jun 2024 13:55:17 GMT

This graduation season we're celebrating scholars who have benefited from FWA’s impactful programs.

This week we're featuring Carina Castagna, a first-generation college student and mentee of Stephanie Hauge, who graduated from Seton Hall University with a double major Bachelor’s degree (2021) and Masters degree (2022). She also served as a graduate assistant, and later a consultant and current executive board member of the Young Alumni Council at Seton Hall. In December 2022, Carina launched Pesto Joe, a family business created in memory of her father, where she and her mother create fresh specialty pesto sauces to enjoy with loved ones.

Help us expand the impact of these proven programs by giving generously to this year's Dollars for Scholars Challenge !

We've raised over 50% of our $10,000 goal! Give today and help us reach 100%!

Dollars for Scholars Featured Graduate: Rithika Maheshwari

Thu, 13 Jun 2024 16:29:02 GMT

This graduation season we're celebrating scholars who have benefited from FWA’s impactful programs.

This week we're featuring Rithika Maheshwari, a Baruch College graduate (2023), who was the mentee of Jemi Onyejiaka and received two FWA scholarships. During her impressive college career, she earned numerous scholastic accolades and interned at well-known firms including KPMG, Credit Suisse, American Express. Rithika actively pursues professional certifications to enhance her current role as an Operations Analyst at ICONIQ Capital.

Help us expand the impact of these proven programs by giving generously to this year's Dollars for Scholars Challenge !

We've already raised 41% of our $10,000 goal! Give today and help us reach 100%!

FWA Mentee Samantha Liu Named Baruch Class of 2024 Valedictorian

Wed, 12 Jun 2024 15:59:44 GMT

The Financial Women's Association congratulates Samantha Liu, mentee in the FWA - Baruch College mentoring program , on being named Valedictorian for Baruch's Class of 2024!

Samantha embodies FWA’s mission of advancing women in finance. She’s excelled academically, led in community service, and will join Visa Inc. after graduation.

Kathy Garramone, Samantha's mentor, said, "I'm proud to be part of Samantha's success story. She's embraced all that Baruch has to offer and contributed so much to the community."

Read more about her inspiring story and achievements in the CUNY news announcement, here: Baruch College Announces Valedictorian and Salutatorian for Class of 2024 . The Queens Chronicle also ran a terrific profile , calling Liu "the pride of Sunnyside." Check out the full piece and watch her wonderful commencement address .

Introducing Our New Fintech Committee Chair: Theresa Blissing

Mon, 10 Jun 2024 15:43:23 GMT

We are thrilled to announce that Theresa Blissing has been appointed the new Chair of the Fintech Committee. Theresa is a renowned thought leader in the global InsurTech space and the author of the industry bestseller “The Future of Insurance – Asia Rising.” Her vision for the Fintech Committee is to foster innovation, education, and collaboration at the intersection of finance and technology, empowering women to thrive in the rapidly evolving fintech landscape.

By empowering women in fintech, the FWA Fintech Committee helps to drive innovation, encourage diversity, and build a stronger financial community for all.

Join the Kickoff Session!

To bring the fintech community and anyone interested in technology together, the committee is organizing quarterly virtual knowledge-sharing sessions.

Date: June 26th

Time: 5:00 PM - 6:00 PM EST

Where: Virtual Zoom meeting

Agenda:
5:00 PM - 5:15 PM: Introduction (Speaker and Participants)
5:15 PM - 5:35 PM: Guest Speaker Presentation
5:35 PM - 5:55 PM: Open Conversation and Questions
5:55 PM - 6:00 PM: FWA Updates

Our kickoff will feature a presentation by long-time FWA leader Ichun Lai on the topic "AI and Business: Bridging the Gap." Ichun recently founded Propel Global Advisory with a focus on accelerating the responsible adoption of artificial intelligence in financial services, applying her over two decades of change leadership experience at top-tier firms.

The Fintech Committee and this event are open to all FWA members. To join the kickoff session, please click here to register . Also feel free to email committee chair Theresa Blissing if you are interested in joining the committee or getting actively involved in knowledge sharing sessions.

We look forward to seeing you there!

Dollars for Scholars Featured Graduate: Caroline Weeks

Fri, 07 Jun 2024 15:40:04 GMT

It’s graduation season and we're celebrating scholars who have benefited from FWA’s impactful programs.

This week we're featuring Caroline Weeks, a Seton Hall Stillman School of Business graduate (2019) and mentee of Madhumita Chakrabartti, who worked as a Financial Analyst on projects associated with the IPO of Amwell, a telehealth platform company, before joining GBH as a Financial Analyst. Her passion for giving back led her to volunteer with Budget Buddies, a nonprofit committed to teaching financial literacy to underprivileged women and girls.

Help us expand the reach of these proven programs by giving generously to this year's Dollars for Scholars Challenge !

A Message from the FWA President

Wed, 05 Jun 2024 13:54:36 GMT

Dear FWA Community,

I’m excited to start the new FWA fiscal year with you! Earlier this week at our Annual Meeting, I reflected on my journey as the 59th president of the FWA. Since I was elected, so much has changed in my life, my family's lives, and undoubtedly in the lives of every FWA member. Throughout it all, my prime focus has been rebuilding and reenergizing this wonderful organization.

The Financial Women’s Association engaged me in mentorship early on, and it was through that invitation that I learned I could be a voice to help others. As a first-generation college student myself, like many of our FWA mentees, I learned many things from trial and error. I kept thinking, what if I could help others avoid the pitfalls I experienced? The seed of the FWA was planted.

My focus on our education programs continues. This year, we're expanding efforts to recruit dedicated mentors for our programs, as well as fundraising initiatives that make real impact to support the next generation, including our Dollars for Scholars campaign. I urge you all to support this worthy cause that provides scholarships, one-on-one mentoring, and professional development to deserving young women. I'm also proud to share that my Seton Hall University mentee, Bianca Sanchez, recently graduated! She and all of our graduating mentees have bright futures ahead of them.

My goal is to enhance the FWA by ensuring we continue to provide relevant content, dynamic speakers, and a mix of in-person and virtual events . Throughout this year, we’ll be engaging with more senior/high profile leaders, relaunching ‘Transition Tuesdays’ and other career reflection events, and listening to all of YOUR ideas to move the FWA forward – the door is always open!

Last month at our 2024 International Business Conference (IBC) , we were honored to receive a warm welcome from the US Ambassador to Greece, many Greek government officials, esteemed Greek business leaders, investment professionals, and of course, my favorite chef - Chef Maria Loi. The experience was an exceptional master class on the Greek economy and business landscape.

For our next IBC we are heading to FRANCE in March 2025! Stay tuned for more details in the weeks ahead! Let us make my next and last year as president of the FWA one of growth and new opportunities. Join us on this journey!

Sincerely,
Annette Stewart
FWA President (2023-25)

Breaking Barriers: The Dynamic Mentorship Journey of Liz Harper and Zoya Khan

Thu, 30 May 2024 17:14:55 GMT

As this academic year comes to a close, we recognize the power of mentoring through the inspiring relationship between our Financial Women's Association Seton Hall University Mentoring Program featured mentee, Zoya Khan, and her mentor, Liz Harper.

Liz Harper, Principal at CLA (CliftonLarsonAllen LLP), has had an impressive journey in the finance industry. Starting her career in audit at KPMG and earning her CPA, Liz navigated various roles, from managing at a small firm to leading quality control at Sobel & Co., and now spearheading CLA’s New Jersey office’s Employee Benefit Plan audit group. Her experience and passion for mentoring have been instrumental in shaping the careers of many young professionals, including Zoya Khan.

Zoya Khan, an accounting major at the Stillman School of Business, Seton Hall University (SHU), graduating in 2027 from a 5-year master’s program, exemplifies the drive and determination that Liz finds inspiring. “I first heard about the FWA through an email from Dean Strawser,” Zoya recalls. “I went to the FWA website to learn about the program and became even more interested.” Her journey into accounting began with a high school class that sparked her interest, despite no family background in the field.

From the beginning of their mentoring relationship, Liz has been a guiding force for Zoya. “Liz has been very attentive, kind, and helpful from the start. We talked about our general interests and more specifically about each aspect of accounting to see what would be best for me,” Zoya shares. This guidance has been pivotal in helping Zoya navigate the complexities of choosing between tax and audit internships.

One of the most significant outcomes of their relationship is Zoya’s upcoming audit internship at CLA in the summer of 2025. “I am excited to share that Zoya will be joining CLA as an audit intern,” Liz reveals. This opportunity is a testament to Zoya’s hard work and Liz’s dedicated mentorship. Liz emphasizes, “Success comes with hard work every day. Becoming a CPA was pivotal for me, and I believe Zoya has the same potential.”

Liz's influence extends beyond professional advice. Her personal insights into the finance industry have provided Zoya with valuable lessons. “I’ve learned from Liz that opportunities can come when you least expect them to, so you should always be prepared,” says Zoya. This lesson has been crucial as Zoya prepared for unexpected internship calls and deadlines.

Both Liz and Zoya highlight the mutual growth that comes from their mentoring relationship. Liz notes, “We meet regularly and talk about a wide range of topics, some of which I learn from as well. Each day I learn something new that impacts me personally or technically.” Zoya adds, “The mentoring program has shown me the benefits of making connections in the industry and learning from other people’s experiences.”

Liz, who has been a mentor since the FWA-Seton Hall University Mentoring Program ’s inception, believes in the importance of mentorship and the power it has in helping women and the next generation. “Build a strong network, be proactive, and be confident,” she advises aspiring finance professionals, especially women. Her commitment to mentoring has not only shaped Zoya’s career but also set a benchmark for future leaders.

As Zoya looks ahead, her focus is clear. “After completing my degrees, I plan on focusing on the CPA exam. As a CPA herself, Liz has been very insightful about the process and tips for the exam.” Zoya’s dedication and the skills she has gained through the mentoring program position her well for a successful future in finance.

Zoya’s message to other aspiring finance professionals highlights the importance of mentoring programs like the FWA’s program at Seton Hall: “While building a career can be competitive, it is also important to support others. Liz has always been very nice, and I would like to help someone else in the future as well. It helps build a supportive community.”

The mentoring relationship between Liz Harper and Zoya Khan is a testament to the power of guidance, support, and shared growth. As we celebrate their achievements, we are reminded of the profound impact that mentorship can have on shaping the future of finance. Liz, we thank you for your unwavering commitment to your mentee and the SHU Program, and Zoya, we applaud your accomplishments and extend our best wishes for your ongoing career journey.

For those ready to mentor a promising college student navigating the business landscape, reach out to the program leads:

Baruch - Betsy Werley ( Betsy.werley@gmail.com ) or

Seton Hall - Donna Harris ( Zabelski@gmail.com ) or Lu Licciardello ( lulicciardello@gmail.com )

Take the next step to become a mentor today!

Dollars for Scholars Featured Graduate: Brianna Perez

Tue, 28 May 2024 16:47:13 GMT

Because it’s graduation season, we're celebrating scholars who have benefited from FWA’s impactful programs.

This week, we're featuring Brianna Perez, a Baruch College graduate (2019), mentee of Mary Greenebaum, and recipient of an FWA-BMO scholarship, is currently an AVP at Morgan Stanley where she was recently honored as the youngest ever MAKER, a recognition for leaders who are drivers and champions of women’s achievements.

After graduation, Brianna returned to the FWA to serve as a Financial Backpack team member, teaching financial literacy to high-school students. She was also the Chair of Signature Events and led fundraising events to support FWA’s educational programs.

Help us expand the reach of these proven programs by giving generously to this year's Dollars for Scholars Challenge !

New Dollars for Scholars Campaign Focuses on Graduate Success

Thu, 23 May 2024 16:36:48 GMT

Dear FWA Community -

It’s graduation season, a time to remember the countless young lives touched by FWA’s mentorship programs, scholarships, and educational initiatives. That’s why we are moving our annual Dollars for Scholars fundraising campaign from the beginning of the school year to the end - to celebrate our incredible graduates!

FWA’s life-changing programs have given thousands of female scholars the guidance and tools to succeed in the classroom, and our outstanding alumnae are pursuing careers at many top-tier firms. Our initiatives and networking opportunities have indeed prepared young women to lead - at work and in the community.

In the coming weeks, the profound impact of our educational programs will be highlighted through the journeys of our stellar graduates.

I hope their stories will inspire you to make a meaningful donation to help FWA pave the way forward to shape future leaders.

Because when women support women, incredible things happen!

With sincere gratitude,

Annette Stewart
FWA President (2023-2025)

FWA’s International Business Conference Highlights Greece and Awards 2024 FWA Entrepreneur of the Year to Chef Maria Loi

Tue, 21 May 2024 16:20:40 GMT

FWA's annual conference was held in Greece this year highlighting their economic growth and recovery, drawing distinguished speakers and investors.

NEW YORK, NY, UNITED STATES, May 21, 2024

/ EINPresswire.com /

The Financial Women’s Association of New York (FWA), an organization focused on advancing women in the financial industry, recently hosted its annual International Business Conference in Greece , themed ‘Economic Transformation.’ During the conference, FWA President Annette Stewart presented the 2024 FWA Entrepreneur of the Year Award to Chef Maria Loi in recognition of her innovative business approach and entrepreneurial drive.

Chef Loi, celebrated as the Julia Child of Greece, is an acclaimed celebrity chef, restaurateur, and the founder of Loi Food Products, which emphasizes traditional Greek ingredients with an eye on healthy lifestyles. Her role as the host of the award-winning series, "The Life of Loi: Mediterranean Secrets" and her authorship of over 36 cookbooks, exemplify her influence and commitment. She is also a dedicated philanthropist through her work with various foundations and charitable organizations such as The Center for Discovery, The Loukoumi Make-A-Difference Foundation, Citymeals on Wheels, and others, as well as the foundation she helped start, Elpida, aiding children with cancer.

"We were honored to be with Chef Loi during the 2024 FWA International Business Conference," said Annette Stewart. "She embodies the passionate, trailblazing spirit that the FWA champions in leadership across the globe. Thank you, Chef Loi, for welcoming the FWA to Greece and for your invaluable contributions for us all."

The conference featured a series of high-level discussions focused on rebuilding Greece through various sectors including property, infrastructure, and energy. Distinguished speakers including H.E. Harry Theoharis, Deputy Minister of National Economy & Finance and Alex Patelis, Chief Economic Advisor to the Prime Minister, provided insights into Greece's economic strategies, it’s recovery and the nation's strategic vision.

“Here in Greece, we also heard about the challenges presented by the energy transition which is being addressed by governments around the world. Greece has a head start over some on renewables and has also dealt with the reality of finding new sources of energy such as US Liquified Natural Gas. It was an important and interesting discussion,” commented Patti Domm, a senior FWA advisor, board member and conference co-chair.

The week-long event not only covered critical economic discussions, it also offered delegates a cultural immersion into Greece, with meetings in Athens and Santorini, providing the FWA Delegation with a firsthand experience of the vibrant Greek culture and heritage.

“As we look forward to next year’s FWA International Business Conference, we extend a heartfelt thank you to our host country and many speakers for their valuable contributions, building our firsthand experience in Greece," added Stewart.

Corporate sponsors include: Amazon Web Services (AWS) and AKD Wealth Partners.

The conference was brought to fruition through the hard work of IBC Committee Co-Chairs: President Annette Stewart, Anastasia Boukouvala and Patti Domm, with further support from Lori Ioannou, Natalie Iannone, Rosemarie Bonelli, and Jacqueline Linden.

About Financial Women's Association (FWA) :
Founded in 1956, the FWA works collaboratively with leading firms to help accelerate mutual goals of advancing the leadership and success of women creating a community of lifelong learners. With over 800 Members – both women and men – and numerous corporate, government, and academic allies, the FWA presents key thought leadership events, builds performance skills, and promotes valuable business connections through networking opportunities for its members. It produces international conferences facilitating exposure to global businesses and economic opportunities. In addition, the FWA gives back to the community and is helping to develop a diverse pipeline of talent by providing scholarships and mentoring to young professionals, and to students who might not otherwise have the opportunity to continue their education. Members and student mentees also have access to members-only programs, including professional development workshops and Member2Member mentoring.

A Message from the FWA President

Wed, 15 May 2024 16:04:32 GMT

“Twenty years from now you will be more disappointed by the things you didn’t do than by the ones you did do. So throw off the bowlines. Sail away from the safe harbor. Catch the trade winds in your sails. Explore. Dream. Discover.”

― Mark Twain

Our 2024 International Business Conference wrapped up our sessions in Athens which were full of excellent content and networking opportunities. It's been an incredible experience!

Our opening day, we visited the Acropolis which started our grand welcome to our International Business Conference (IBC). We followed up with sessions rich in content and spanned all areas of the Greek economy and its role in the region. Chef Maria Loi brought us great energy and reminds us that “Health is Wealth”! The delegation celebrated with a dinner that had a stunning view of the Acropolis and a visit from the US Ambassador to Greece, George Tsunis, who shared insights on Greece and took questions from our group.

We closed our Athens segment with a special dinner in honor of Chef Maria Loi who is an inspiration and role model for so many. We presented her the 2024 Entrepreneur of the Year Award and enjoyed a great celebratory meal. I am thankful for this opportunity to see Greece for the first time and meet amazing people. Discovering Greece has always been a dream of mine. As I reflect on this trip, I know this will be forever etched in my mind as a success for the FWA.

As we head to Santorini, I remain fascinated with Athens and know that I will return. Thank you, AWS & Stephanie Ackler, AKD Wealth Partners, for your sponsorship and support.

We look forward to sharing our learnings on our return!

Annette

The Interorganizational Network (ION) Rebrands as The Leaderboard

Mon, 29 Apr 2024 18:32:13 GMT

The Interorganizational Network (ION) announced it has rebranded as The Leaderboard. The change reflects the renewed commitment to advancing women's leadership in corporate boardrooms nationwide. With a revised mission and a dedication to gender diversity and excellence, The Leaderboard aims to bring greater awareness to and amplify its reputation for aggregating top board talent.

Initially founded in 2004 with an educational and best-practice focus to assist women in preparing for board service, The Leaderboard has become a national alliance of women's executive networks dedicated to supporting boardroom and corporate excellence. It is well-documented that corporate boards outperform their peers in profitability and productivity when they embrace diversity in gender and executive experience. The Leaderboard is poised to influence more women's appointments to corporate board roles, thus fostering enhanced performance and innovation.

Member organizations represent a broad footprint across the country, and include: Bank on Women; Executive Alliance, MD; Financial Women’s Association of New York; Inforum, MI; OnBoard, GA; OnBoardNC, NC; The Boston Club, MA; The Forum of Executive Women, PA; and Women’s Executive Leadership, FL.

"We are thrilled to unveil The Leaderboard as a dynamic organization dedicated to empowering women's leadership in corporate boardrooms," said Lynne Durbin, President and Executive Committee Chair at The Leaderboard. "Our rebranding reflects our commitment to driving positive change and fostering inclusive environments where diverse voices are valued and celebrated. By championing women's representation on corporate boards, we aim to unlock new opportunities for growth, innovation, and sustainable success."

Click here to read the full press release.

The FWA is proud to be a member organization of The Leaderboard. Visit www.leaderboardwomen.com or download this brochure to learn more about the organization, find out how to submit your company for a board search, and more.

Applications Are Now Open for the 2024 FWA Wall Street Exchange Program

Thu, 18 Apr 2024 15:21:15 GMT

The Financial Women's Association (FWA) is pleased to announce that applications are now open for the 2024 Wall Street Exchange (WSE) Program. This prestigious program has been a cornerstone of professional development and leadership in the finance industry for over 40 years.

The 2024 Wall Street Exchange Program is designed for rising senior undergraduate students who have secured paid internships for the Summer of 2024 with financial services or a finance role at a non-financial services company. The 2024 WSE will be primarily virtual with highly interactive and engaging workshops and webinars hosted by our partner firms. If circumstances permit, we will host one or more events in person in New York City.

Apply Here: https://www.fwa.org/apply-for-wall-street-exchange

Eligibility: Applicants must have completed their junior year but should not be graduating before December 2024.

Deadline: June 1, 2024

Highlights:

Engaging workshops hosted by FWA President Circle leading firms such as Bank of Montreal Capital Markets, BNP Paribas, Deloitte, and more.
Enhance job search skills through workshops that help you create and leverage your unique professional brand
Develop leadership techniques and other soft skills necessary to execute a successful job search and succeed in your career
Build a professional network with fellow program participants and interns and employees from sponsor firms
Access FWA members who can share professional and personal advice
Join the FWA for even more networking, skill building, and professional development after the summer and as you embark on your new career

FWA Members: We encourage you to share this incredible opportunity with your mentees and networks. Together, let's empower the next generation of finance professionals!

For more information, visit https://www.fwa.org/wall-street-exchange . If you have any questions, please don't hesitate to reach out to Kelsie Piersaint, FWA Next Gen Educational Programs Manager, at kpiersaint@fwa.org .

IBC Greece Preconference Reception

Thu, 04 Apr 2024 14:39:09 GMT

On Tuesday, April 2, FWA members and International Business Conference delegates were hosted by the Greek Consulate and the Hellenic-American Chamber of Commerce for a high-level preview for what awaits us for our upcoming International Business Conference , happening May 11-18th in Athens and Santorini.

We're grateful to our distinguished speakers: HE Ambassador Konstantinos Konstantinou (Consul General of Greece to New York), Nikolaos Thomopoulous (Trade Commissioner, Greek Trade Office in NYC), Efthia Pylarinou-Piper (Sr. VP, Red Apple Group, Exec Board HACC, Moderator), George Gazonis (Chairman and Founder, NYATH Group), Fay Georgousis (Greek National Tourism Organization), James Christopoulos (Partner, CVC Capital Partners), and Annette Stewart (FWA President, 2023-2025).

Speakers shared about investment success stories and opportunities; the role policy played in the revitalization of their markets, including the thriving tourism and real estate markets; and ways the turnaround in the Greek economy is a story of resilience, good governance, national pride, and commitment.

Very special thanks to Chef Maria Loi and Loi Estiatorio for her support of the FWA and the conference, and for catering the delicious food at the event. We look forward to Chef Loi’s presence at the IBC in Greece.

Registration closes at midnight on April 8th! We hope you will join us at the conference for this opportunity to nourish both your business acumen and your soul.

Women's History Month - FWA Founder and President 1957-58, Joan Williams Farr

Thu, 28 Mar 2024 17:25:52 GMT

Paving the Way Forward for Women in Finance

Throughout Women's History Month, we're highlighting a variety of women from FWA's history - awardees, past presidents, and more who forged a path for women in the financial community. In their honor, we ask that you make your own contribution toward paving the way forward for all women in finance this month!

This week, we're highlighting Joan Farr, FWA Founder and President 1957-58. Farr’s financial services career spanned more than 53 years. She started on Wall Street in 1953 as a statistical backup in underwriting at Merrill Lynch. She joined Smith Barney in 1955 as an equity analyst’s assistant and then became an analyst. In 1961 she joined Scudder, Stevens, and in 1968 became the leading sell-side research analyst, covering the cosmetics industry for Oppenheimer & Co. In 1972, Institutional Investor recognized her as a top analyst in the inaugural issue of All-America Research Team. She was the first woman to achieve this honor. In 1978, Joan joined Bank of New York and retired from the firm as a vice president in 2006.

Farr was a strong advocate for women. She and seven other Wall Street women co-founded the Young Women's Investment Association in 1956, and the organization evolved into the Financial Women's Association (FWA) in 1965. She served as the FWA’s second president.

Joan Farr paved the way forward for the next generation of women in finance, and now it’s your turn to do the same.

We're calling on YOU to be one of 100 donors who will make an impact during Women's History Month! Be the next to support our mission of advancing all women with a donation of $25, $50 or $100 dollars!

No donation is too small - it's a chance to put your brick in the road to success for future women in financial services.

Call for Committee Members, Thought Leaders and Volunteers for FWA Summit 2024!

Wed, 27 Mar 2024 16:40:02 GMT

The Financial Women's Association is assembling a team to plan and organize our Annual Summit happening in late October and we're calling for volunteers to be part of this marquis event. We will focus on themes related to AI and other related topics that are shaping the future of finance and the financial sector. From machine learning algorithms optimizing investment strategies to AI-driven risk management solutions, compliance and regulation, ethics, cyber-security, opportunities and pitfalls.

Whether you're an AI enthusiast, a finance professional with an interest in technology, or someone looking to broaden your horizons, this is your chance to make a difference on the organizing team. To volunteer, complete the signup form below!

Volunteer opportunities include:

Event Planning and Coordination
Content Development and Speaker Outreach
Audience Development
Marketing and Promotion
Fundraising
Participant Engagement and Day-of Support

By volunteering for the FWA AI Summit, you'll not only gain valuable experience and exposure in the dynamic intersection of finance and AI but also play a pivotal role in advancing the mission of the Financial Women's Association.

For any inquiries or further information, please contact summit@fwa.org .

Thank you for your interest - this survey has closed.

Women's History Month - 1998 FWA Public/Non-Profit Sector Woman of the Year, Alice Rivlin

Thu, 21 Mar 2024 18:04:17 GMT

Paving the Way Forward for Women in Finance

This week, we're highlighting Alice Rivlin, who was awarded the FWA awarded Public/Non-Profit Sector Woman of the Year in 1998 recognition of her service as Vice Chair of the Federal Reserve Board of Governors. She also served as Deputy Assistant Secretary of Health, Education and Welfare for Program Analysis and Director of the Congressional Budget Office, and she was the first female Deputy Director of the Office of Management and Budget.

Alice Rivlin was a pioneer for women in top positions. She attended Bryn Mawr College as an undergraduate and graduated from Harvard’s Radcliffe College in 1958 as one of the few women to have earned a PhD in economics.

After proving herself in research and analysis as a fellow at the Brookings Institution, President Lyndon Johnson named Rivlin Deputy Assistant Secretary of Health, Education and Welfare for Program Analysis in 1966. In 1974, she was appointed Director of the newly created Congressional Budget Office, a position she held for eight years. In 1993, President Bill Clinton named her the nation’s first women Director of the Office of Management and Budget. From there, she served as Vice Chair of the Federal Reserve Board of Governors. Rivlin is remembered for providing objective, nonpartisan information to help Congress make effective budget and economic policy.

Alice Rivlin paved the way forward for the next generation of women in finance, and now it’s your turn to do the same.

No donation is too small - it's a chance to put your brick in the road to success for future women in financial services.

Announcing New Chairs for FWA's High School Mentorship Program

Tue, 19 Mar 2024 17:54:04 GMT

We're thrilled to welcome Tobey Diller and Marcia Mayne as Co-Chairs of the High School Mentorship Program at the Financial Women's Association.

Tobey brings over 35 years of professional experience as a leverage finance research analyst, recently retiring from Bank of Montreal’s Trading Desk. Marcia is a vice president in regulatory compliance, and manages a team that responds to regulatory examinations and audits that impact loan operations at Sumitomo Mitsui Banking Corporation (SMBC).

Together, Tobey and Marcia will lead efforts on our mentorship and programming at the High School of Economics and Finance. Our focus is on exposing students to career opportunities in finance, college readiness and preparation, guiding through application, scholarship and financial aid process. We also teach financial literacy and we help to build the confidence and skills students need to be successful in college and on the job.

Please join us in welcoming Tobey and Marcia to their new roles!

Are you ready to make a difference? We are actively seeking mentors for this program. Contact Kelsie Piersaint at kpiersaint@fwa.org to learn more!

Women's History Month - 2017 FWA Image Maker Award, Candace “Candy” Straight

Thu, 14 Mar 2024 17:44:54 GMT

Paving the Way for Women in Finance

Throughout Women's History Month, we're highlighting a variety of women from FWA's history - awardees, past presidents, and more who forged a path for women in the financial community. In their honor, please make your own contribution toward paving the way forward for all women in finance this month!

This week, we're highlighting Candace “Candy” Straight, who won the FWA Image Maker Award in 2017. Straight worked in private equity before retiring in 1998. She served on several boards including the board of the Public Employees Retirement system in New Jersey and Rutgers Board of Governors. She was also an independent film producer and a champion for women’s political equality.

Although Candace “Candy” Straight was offered a secretarial position upon graduating from Wilson College, she was determined to be a Wall Street executive. She began her career as an entry-level analyst at Bankers Trust and rose to vice president. Later positions included principal at John Head and Partners, a merchant bank that specialized in the insurance industry, advisory director at Securitas Capital, a venture capital firm, and director at Neuberger Berman. She also worked at Merck & Co. and other Fortune 500 firms.

Straight served on several boards including Rutgers Board of Governors, Wilson College’s Board of Trustees, the board of the Public Employees Retirement System in New Jersey and the board of Rebelle Media. She was an independent film producer, and also worked tirelessly to elect women in government. She supported the Center for American Women and Politics and helped found Women for a Stronger New Jersey.

Candy Straight paved the way forward for the next generation of women in finance, and now it’s your turn to do the same.

We're calling on YOU to stand among 100 donors who will make an impact during Women's History Month! Will you be the next to support our mission of advancing all women with a donation of $25, $50 or $100 dollars?

No donation is too small - it's a chance to put your brick in the road to success for future women in financial services.

Women's History Month - FWA's 1994 Private Sector Woman of the Year , Muriel “Mickie” Siebert

Thu, 07 Mar 2024 22:23:40 GMT

Paving the Way for Women in Finance

Throughout Women's History Month, we're highlighting women from the FWA's history - past presidents, awardees, and others who have forged a path for women in the financial community. In their honor, we ask you to support the next generation by making your own contribution toward paving the way forward for all women in finance .

This week, we highlight Muriel “Mickie” Siebert, who was awarded the FWA's 1994 Private Sector Woman of the Year in recognition of her being “The First Woman of Finance.” Siebert was the first female member of the New York Stock Exchange and the first female superintendent of banking for New York State.

In 1949, Muriel “Mickie” Siebert was the only woman in her business classes at Western Reserve University. Although she withdrew from college in 1952 when her father was diagnosed with cancer and did not earn a degree, she was determined to work on Wall Street.

Siebert was unstoppable. She lied about having a college degree to get her first job as a researcher for Bache & Company. She changed jobs three times because she was getting paid less than her male colleagues doing the same work. Siebert was the first woman to buy a seat on the New York Stock Exchange after being turned down by nine potential sponsors. In 1969, she started Muriel Siebert & Company, a discount brokerage firm. She later served as the first female superintendent of banking for New York State and directed New York City’s Municipal Credit Union, Urban Development Corporation and Job Development Authority.

Muriel Siebert paved the way forward for the next generation of women, and now it’s your turn to do the same. Support our mission of advancing all women with a donation of $25, $50 or $100 dollars . No donation is too small - it's a chance to put your brick in the road to success for our next generation of women leaders.

Four Speakers Added to FWA's 2024 International Business Conference Lineup

Wed, 06 Mar 2024 14:30:18 GMT

We're excited to announce even more additions to our impressive lineup for the FWA's 2024 International Business Conference (IBC) in Greece . Join us and learn from their unique insights into Greece’s economic reinvention and path to success.

The FWA's International Business Conference (IBC) is a week-long executive-level experience designed to raise your international business awareness while immersing your senses in a dynamic culture. This year, we are traveling to Greece May 11-18, 2024. Join us and learn about Reinvention as a Path to Success while socializing, networking and enjoying the sights, sounds and tastes of Athens and Santorini.

Registration Deadline: April 1, 2024

Women's History Month - FWA's 1996 Public/Non-Profit Sector Woman of the Year Madeleine Albright

Thu, 29 Feb 2024 16:27:47 GMT

Happy Leap Day! Tomorrow, March 1, marks the beginning of Women’s History Month. Join us this month as we take time to remember that history doesn’t happen, it is made.

FWA Salutes the History Makers!

Throughout the month, we will be highlighting women from the FWA's history - past presidents, awardees, and others who have made a contribution to paving the way forward for women in our community. Today, we highlight Hon. Madeleine Albright (1937-2022), who famously stated: "There is a special place in hell for women who don't help other women."

In 1996, the FWA awarded Madeleine Albright Public/Non-Profit Sector Woman of the Year in recognition of her service as U.S. Representative to the United Nations. Later that year, President Clinton appointed her as Secretary of State. Among her prestigious roles, Albright was chief legislative assistant to Senator Edmund Muskie and a member of the White House staff and the National Security Council under President Jimmy Carter.

Born in Prague, Czechoslovakia, Madeleine Albright immigrated to the U.S. when she was 11 years old. She went on to earn a B.A. in political science from Wellesley College and a Ph.D. in Public Law and Government from Columbia University. Prior to serving as Secretary of State and U.S. Representative to the United Nations, she worked as a legislative assistant to Senator Edmund Muskie and as a member of President Jimmy Carter’s National Security Council and White House staff.

Albright was known for being a tough-minded advocate for U.S. interests. Her notable achievements included promoting NATO expansion into eastern Europe, nuclear non-proliferation, free-market democratization in the developing world and normalization of relations with Vietnam. Further, she supported ratification of the Kyoto Protocol on Global Climate Change. President Barack Obama awarded Albright the Presidential Medal of Freedom, the nation’s highest civilian honor, in 2012.

Madeleine Albright paved the way forward for the next generation of women, and now it’s your turn to do the same. By giving a small donation each month, you can help support the FWA’s mission to develop and empower women leaders and advance opportunities for all women in finance.

FWA Announces More 2024 International Business Conference Speakers

Thu, 29 Feb 2024 03:09:51 GMT

The FWA is pleased to announce the following additions to our lineup for the FWA's 2024 International Business Conference (IBC) in Greece . These speakers will share unique insights into the economic climate and innovative spirit that fueled Greece’s economic reinvention and path to success.

The FWA's International Business Conference (IBC) is a week-long executive-level experience designed to raise your international business awareness while immersing your senses in a dynamic culture. This year, we are traveling to Greece to learn about Reinvention as a Path to Success while socializing, networking and enjoying the sights, sounds and tastes of Athens and Santorini. Join us May 11-18, 2024!

Registration Deadline: April 1, 2024

FWA Announces First Five International Business Conference Speakers for 2024

Wed, 21 Feb 2024 22:12:16 GMT

VIPs and experts will share insights into Greece’s transformation from debt crisis to success

The FWA’s annual International Business Conference (IBC) is an executive-level experience designed to raise your international business IQ while immersing your senses in a dynamic culture. This year, we’ll travel to Greece from May 11-18 to learn about Reinvention as a Path to Success while socializing, networking and enjoying the sights, sounds and tastes of Athens and Santorini.

We’re excited to announce the following speakers, who will share their insights into the economic climate and innovative spirit that fueled Greece’s economic reinvention and path to success.

Registration Deadline: April 1, 2024

Charlotte Yee's Empowering Journey: FWA Baruch Mentoring Sparks Finance Leadership Momentum

Mon, 05 Feb 2024 19:11:26 GMT

In the dynamic realm of finance, Charlotte Yee stands as a formidable presence within the Financial Women's Association - Baruch College Mentoring Program, embodying the program's impact on aspiring young women in finance. Charlotte reflects on her journey, stating, "Being a mentee in the FWA Baruch College Mentoring Program has been one of the best things to happen to me personally and professionally."

Fueled by the ambition to grow both personally and professionally during her sophomore years, Charlotte applied for the program, in pursuit of more than just acquiring knowledge – she was looking for a way to advance herself. Charlotte’s mentor, Salome Makharadze, is herself an alumna of the FWA Mentoring Program’s early years; Salome continues to credit her FWA mentor, Francoise Jeanpierre, with her early success. Charlotte found not just guidance but a force propelling her evolution. Salome shares her perspective, stating, "It's been incredibly rewarding to witness Charlotte's growth, both personally and professionally. Our shared experiences have created a strong bond, and I'm proud of the strides she has made."

"Salome has encouraged me to broaden my horizons in both my professional aspirations and personal life. She has inspired me to dream bigger with my career and accept new challenges."

The FWA Baruch College Mentoring Program served as the spark for Charlotte's career goals. Salome's counsel transformed Charlotte's approach to a summer internship at BMO Capital Markets in 2023, solidifying banking as a viable and fulfilling path. Charlotte reflects, "Before meeting Salome, all I knew about finance and the banking industry had come from my research online. Salome has encouraged me to broaden my horizons in both my professional aspirations and personal life. She has inspired me to dream bigger with my career and accept new challenges.”

Charlotte is pleased to be joining BMO Capital Markets as a fulltime analyst this summer, after her 2023 BMO Investment Banking Summer Analyst internship. She appreciates BMO’s commitment to Equity Through Education and the FWA, and its supportive culture. Charlotte has fast-forwarded her knowledge of finance with a multiple firms: she was a Growth Equity Immersion Program Participant at PeakSpan Capital in 2023, a Venture Capital Spring Analyst at SoundBoard Venture Fund, and she’s currently a Founders Fellow at Centerbridge Partners, L.P.

The program's impact transcends formal mentorship, weaving influence through various FWA Baruch events. Charlotte's interactions with informal mentors inspired her to seize control of her career, discern priorities, and fearlessly navigate the professional landscape.

As Charlotte envisions herself becoming a mentor, the program's influence on her perception of giving back becomes evident. Already applying to mentor high school students in the New York City area, Charlotte is poised to contribute to the growth and success of future generations, embodying the spirit of mentorship that has shaped her formidable journey.

While January was National Mentoring Month, Charlotte's narrative serves as a rallying call. Her journey is an anthem of empowerment within the FWA Baruch College Mentoring Program.

For those ready to mentor a promising college student navigating the business landscape, reach out to the program leads:

Baruch - Betsy Werley ( Betsy.werley@gmail.com ) or

Seton Hall - Donna Harris ( Zabelski@gmail.com ) or Lu Licciardello ( lulicciardello@gmail.com )

Join the league of mentors sculpting the future of finance and empowering the next wave of leaders.

Photo from the FWA-Baruch College Mentoring Program's 20th Anniversary Celebration. Pictured: (L-R) Charlotte Yee, Salome Makharadze, Nayancie Matthews , and Françoise Jeanpierre

Member Opportunity - Join the FWA Membership & Engagement Committee!

Wed, 24 Jan 2024 22:43:58 GMT

Members - Get involved with the Membership and Engagement Committee!

Looking to connect more with the FWA Community? Interested in leadership opportunities?

Join the FWA Membership & Engagement Committee today! To learn more, email co-chairs Alex Voskoboynikov and Mary Beth Dunn .

Thinking of becoming a member, or want to get more out of your FWA membership?

Join any of our upcoming FWA Connect events —free virtual meetups to learn how you can grow your network, build connections and develop the skills you need to accelerate your career.

Membership & Engagement Committee co-chairs Alex Voskoboynikov and Mary Beth Dunn will help you navigate and get the most from your FWA membership.

All members and non-members are welcome to join these FREE virtual sessions! Register today!

FWA Graduate School Partnerships Committee: Finance Training Program

Thu, 18 Jan 2024 17:24:38 GMT

In Fall 2023, 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 250 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. By supplementing the students’ core academic curriculum with additional technical skills and financial knowledge, the Committee hopes these young professionals will gain an edge as they enter the financial services industry.

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.

View the complete Participants Testimonial booklet here.

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

'Greece’s Turnaround Is Just Beginning': Article by FWA Board Member in Barron's

Thu, 04 Jan 2024 16:48:41 GMT

A recent article in Barron's by FWA Board Member and Emmy-award winning financial journalist Patti Domm reports the Greek economy's impressive resurgence.

Beth Hammack, co-head of the global financing group at Goldman Sachs, says “It’s clear that political stability and strength in the Greek economy, the ratings trajectory, and the successful placement of recent deals have driven a sea change” in investor interest.

READ THE FULL ARTICLE HERE

The FWA will take delegates to Greece to explore the current business environment during the 2024 FWA International Business Conference in May 2024.

Call for Mentors: Ignite the Path to Success with HSEF High School Mentoring Program!

Thu, 28 Dec 2023 16:41:44 GMT

As we usher in a new year, we are excited to extend an invitation to all passionate individuals to join our HSEF High School Mentoring Program as mentors! Your invaluable contributions can make a significant impact on the lives of high school scholars, guiding them toward success and empowering them for the future.

Why Become a Mentor?

Inspire Future Leaders: Be a guiding light in a student's educational journey and help them unlock their full potential.
Build Meaningful Connections: Forge lasting connections with young minds and contribute to their personal and academic growth.
Make a Difference: Your experience and insights can shape the trajectory of a student's life, fostering positive change within our FWA community.

How to Sign Up:

Ready to embark on this rewarding journey? Click here to sign up as a mentor and be part of this transformative experience.

DOE Training Information:

If you're new to mentoring or have previously completed DOE training, we welcome you to sign up! For those who have undergone training in the past, you can use your existing certification, making the onboarding process smoother.

The Economist Ranks Greece’s Economic Performance in Top Spot for 2023

Wed, 27 Dec 2023 16:38:45 GMT

"Greece’s economic performance for 2023 has been ranked in the top spot in the list of 35 countries around the globe by the Economist magazine.

"According to the Economist’s analysis based on five economic and financial indicators (inflation, “inflation breadth”, GDP, jobs and stock market performance), Greece has the best economic marks among 35 mainly rich countries this year."

READ THE FULL ARTICLE FROM GREEK REPORTER HERE

Happy Holidays from the FWA

Fri, 22 Dec 2023 16:34:59 GMT

Dear Members and Friends,

On behalf of the FWA leadership and staff, I want to wish you all a festive holiday season. Together, we have done a lot this year, learned a lot, helped many young people, and supported our peers through good times and bad. We're proud to have raised over $10,000 with Dollars for Scholars , and almost another $10,000 for our year-end giving campaign , all in support of FWA's education and mentorship programs.

That’s who we are, and that’s what has made the FWA such a special organization for so many decades. We look forward to seeing everyone in 2024 for another exciting year - we hope you'll join us for the IBC in Greece , and many other inspiring FWA events!

Happy Holidays,

Annette Stewart
FWA President, 2023-2025

Dollars for Scholars: A $10,100 Success Story

mmcgriff@fwa.org (Meredith McGriff) — Tue, 19 Dec 2023 22:34:18 GMT

Dollars for Scholars: A $10,100 Success Story

We are excited to share that our first Dollars for Scholars campaign was a huge success! We surpassed our $10,000 goal. A few words from our donors:

“FWA programming changed my college trajectory.”
- Juliana Emmanuelli

“We’re making a positive difference and inspiring students to become leaders.”
- Janna Treybick

“I’ve been a Baruch mentor for many years. I’m delighted to contribute.”
- Maureen McCarthy

Thanks to your support, FWA and our mentors will provide scholarship support, help students access college, develop as professionals, and expand their horizons.

IT’S NOT TOO LATE to support the vital work of the FWA! Our Giving Tuesday Campaign runs through the end of the year. Join us in advancing leadership, shattering ceilings, and championing diversity in finance.

Registration is now open for the 2024 International Business Conference!

Thu, 07 Dec 2023 16:30:19 GMT

Join the Financial Women’s Association in Greece as we explore the current business environment in a country that has renewed itself following a long debt crisis. Greece has made major structural and budgetary reforms and is projecting robust growth over the next several years. S&P Global recently returned Greece sovereign debt to investment grade status.

Our evolving agenda promises stimulating discussions on the Greek economy, digital innovation, entrepreneurship, renewable energy, and more. LEARN MORE

Happy Thanksgiving!

Thu, 23 Nov 2023 16:25:22 GMT

As we move towards the completion of 2023 and our Thanksgiving, I want to take a moment to say thank you!

Thank you for your support of the FWA and know that your attendance, participation & valued donations to the FWA are all making a difference.

Thank you to all our Members, Volunteers & FWA Office team members that make the FWA a wonderful organization.

Wishing you and your family a very Happy Thanksgiving!

Sincerely,

Annette Stewart
FWA President, 2023-2025

FWA Leadership Campaign

Thu, 16 Nov 2023 16:23:36 GMT

Help us build the FWA leadership pipeline and make the FWA stronger, more diverse and more vibrant through your active engagement and input.

The FWA’s Nominating Committee is identifying the organization’s future leaders with a focus on officer and board members for the next FWA fiscal year (July 1, 2024 - June 30, 2025).

We encourage your involvement, suggestions, and, most importantly, your nominations.

Over the next few months, the Nominating Committee will actively reach out to current leaders as well as active and aspiring members for their insights and recommendations to source and fill future FWA roles. After that we will invite everyone to nominate candidates (including yourself) for various roles across FWA programs and initiatives at the beginning of the year.

Volunteer leadership can provide valuable experience to help shape your career and the FWA’s future. Many of these positions offer off-the-job-training for on-the-job-growth. Stretch and strengthen your skills in a safe environment and be prepared for the next level.

We invite any member to express interest in getting more involved in FWA at the leadership level. More information will be forthcoming at the beginning of the year. We look forward to your participation and engagement!

Ariel Boverman, Chair
Ichun Lai, Committee member
Nelun de S. Wijeyeratne, Committee member

Nikita Bijlani on Breaking Barriers and Embracing Growth Through the FWA Baruch College Mentoring Program

Tue, 14 Nov 2023 23:45:22 GMT

The Financial Women's Association-Baruch College Mentoring Program has been forging powerful connections between driven students and seasoned financial professionals for decades. One of the program's featured mentees, Nikita Bijlani, a standout, exemplifies the program's true success.

Under the mentorship of Aidi Zheng, a Director of Global Markets Corporate Banking and Hedge Fund Credit Risk at BMO Capital Markets, a President's Circle Sponsor of FWA, Nikita Bijlani's career trajectory has undergone a remarkable transformation.

Nikita's journey, shaped by Aidi's guidance, has been truly impactful. In her own words, she reflects on the program's influence: "My experience with the FWA Baruch College Mentoring Program has been very impactful on both me and my career. My mentor, Aidi, has been one of my biggest supporters... I learned to stand up for myself in ways I did not know how to before... The mentoring program pushed me to believe that I could do better and work harder at my goals to achieve them."

Motivated by the pursuit of excellence, Nikita's inspiration to join the program stemmed from her participation in the Rising Starr Sophomore Program at Baruch, a program that highlighted financial literacy and values in line with the FWA. Her mother's achievements in finance further motivated Nikita, so she sought guidance with the hopes of fostering her own potential and self-advocacy skills.

Aidi's mentorship provided Nikita with the motivation to strive for excellence, emphasizing continuous learning and networking for personal and professional growth. A crucial lesson from Aidi was overcoming the fear of asking questions, empowering Nikita to express her opinions confidently.

"A significant takeaway from Aidi was the skill to break the glass ceiling," notes Nikita. When faced with a challenging project outside her comfort zone, Aidi's unwavering support fueled Nikita's determination to excel, demonstrating that the sky is no longer the limit; it's just the beginning.

Entering her junior year with a predefined finance path, Nikita's horizons expanded under Aidi's guidance, prompting her to consider diverse career opportunities within the finance industry. As she envisions becoming a mentor herself, Nikita acknowledges the incredible impact of the FWA community, stressing the importance of giving back to the next generation.

Nikita Bijlani's story stands as a testament to the FWA Baruch College Mentoring Program's ability to ignite ambition, dismantle barriers, and propel emerging professionals toward success. As she prepares for her internship at BMO Capital Markets next Summer, Nikita embodies the FWA's mission to empower women in finance and inspire future leaders to break boundaries and reach new heights.

Inspired by Nikita’s story? Ready to mentor a talented college student launching her business career? Contact Baruch College program lead Betsy Werley ( Betsy.werley@gmail.com ) or Seton Hall University program leads Donna Harris ( Zabelski@gmail.com ) or Lu Licciardello ( lulicciardello@gmail.com ).

New Website and Membership Platform

Thu, 02 Nov 2023 15:19:22 GMT

Dear FWA Members and Colleagues,

We are excited to have launched our new and improving membership platform and website! As you explore our website, you'll notice a new and improved design with streamlined navigation, new images and content.

MEMBERS

Have you logged in to the new platform yet? If not, just click here to set a new password. After you log in, please take a moment to confirm your profile is correct, and update your member directory listing so other members can connect with you.
As always - you will need to log in first in order to receive your member discount for FWA events.

Anyone can register for events as a guest (or future member!) without logging in. You can also create a profile to access your transaction history with the FWA or facilitate future registrations.

This is only the beginning! In the coming weeks and months we will be rolling out additional changes to the website and new tools to better serve you and enhance the membership experience.

Sincerely,
The FWA Office Team

PS: If you have any questions or need assistance, please reach out to Dee at office@fwa.org or Robert at fwamembership@fwa.org .

Seton Hall University-FWA Mentoring Program Fall Kickoff Inspires the Next Generation

Thu, 12 Oct 2023 03:00:49 GMT

Last Tuesday, October 3, 2023, the Seton Hall University-FWA Mentoring Program launched its Fall Kickoff event, a gathering destined to inspire, connect, and uplift the next generation of aspiring female leaders. This event proved to be a remarkable occasion filled with networking opportunities, mentorship, and invaluable insights that will shape the career paths of young women.

The evening commenced with a delightful networking session, offering mentees a chance to connect, share stories, and build meaningful relationships with both mentors and peers. Amidst enjoyable refreshments, an atmosphere of enthusiasm and camaraderie set the stage for the night's main event.

A Fireside Chat, skillfully moderated by Donna Harris, Chair of the FWA Seton Hall Mentoring Program, featured FWA Mentors Liz Harper from CLA and Laura Bourgeois from Prudential. These accomplished women shared their wisdom with a room packed with eager mentees. They emphasized the critical role networking plays in career development, with Liz Harper noting, "Networking is fundamental. It's something you did when you were in high school and didn't even know it. Continue to learn how to build connections. When you walk into a room, speak to the person who is sitting there alone. Build a network and go get what you want."

Self-belief emerged as a central theme, with Donna Harris encouraging mentees to "be true to yourself." Confidence and authenticity were lauded as potent tools for success.

Additionally, Kim Sterling, another mentor in the program, offered empowering advice, reminding students of their incredible potential, and encouraging them to seek meaningful aspirations. "You are incredible, remember that! Remember that in your life you want something that is meaningful, and people want to help you, just ask. Ask for what you want," Kim urged.

Laura Bourgeois emphasized another vital skill for young women: setting boundaries. She emphasized that establishing boundaries early can foster work-life balance and overall well-being.

The Seton Hall University-FWA Mentoring Program exemplifies the transformative power of mentorship in nurturing talent and fostering the growth of future female leaders. If you or someone you know is interested in becoming a mentor, consider the opportunity to make a lasting impact through the Financial Women's Association’s NextGen Programs, visit this link to learn more .

FWA Welcomes New Committee Chairs

Fri, 29 Sep 2023 02:47:33 GMT

FWA is pleased to welcome two new committee chairs. We are excited to have Briana Malbury leading our Fintech committee, and Théa Watkins joining as a co-chair for the Back2Business program.

Briana Marbury is the President & CEO of the Interledger Foundation (ILF), a nonprofit organization committed to expanding digital financial inclusion to vulnerable populations. ILF invests in organizations, communities, and entrepreneurs working towards the shared goal of enabling interoperable and frictionless payments around the globe.

In her role, Briana leads the strategic vision of the organization and has grown ILF from a small team of three to a global workforce of changemakers. Having firsthand experience in the challenges associated with navigating inequitable and inaccessible financial systems, Briana understands how imperative it is to enable communities an opportunity to create and lead their own financial futures.

In recognition of her work at ILF she has been nominated as a finalist for Finovate’s 2023 Executive of the Year award and named as a Changemaker on the International Black Heritage Month’s inaugural Iist in recognition of individuals disrupting the status quo and advancing inclusion.

Before joining ILF, she consulted for 350.org and held financial leadership roles at Repair the World, Uncommon Schools, and the Jack Kent Cooke Foundation. At each organization, Briana built and grew the financial and operational systems that enabled significant progress towards achieving their mission. Additionally, Briana served as an Education Pioneer Graduate Fellow, exploring ways to increase positive educational outcomes in the nation’s most underserved schools.

Briana holds a BA in Accounting from the University of Michigan, an MBA from Wayne State University, and has completed post-graduate work in strategic leadership at Stanford University. Originally from Detroit, Briana has lived in many cities across the US and has even spent a brief period as a digital nomad. When she’s not exploring new cities, she’s spending time with her pup, Seamus.

Théa Watkins (she/her) is an inclusive Financial Services leader with deep experience on both the client and the people and operational side within the industry. She has a passion for building respectful relationships and cultures, executing change strategically to transform business performance while simultaneously enhancing workplace inclusion and culture as well as the interface with our communities.

Successful transformations are a constant theme of her career. She is known for delivering business results and sustainable change with energy and integrity, as evidenced by her building a substantial business from the ground up, transforming employee engagement levels and culture, and most recently, the crisis management of branch operations with the smooth and safe transition of all employees to fully remote work during the pandemic.

BMO Equity Through Education Trading Day Raises C$1.65 Million

Thu, 28 Sep 2023 03:09:30 GMT

BMO's 19th Equity Through Education Trading Day raised C$1.65 million this year to promote education, development and progress for promising students around the world. This annual program donates a day's worth of institutional equity trading commissions generated by BMO Capital Markets in Toronto, New York, and London.

FWA is grateful to be a recipient of this incredible program. BMO Capital Markets will generously provide the Financial Women's Association with $240,000. This infusion of funds will not only bolster the vital community work we do but also enable us to expand our reach, profoundly touching the lives of even more students.

BMO Capital Markets, your generosity is truly appreciated, and we thank you for helping us make a positive impact in the lives of future women leaders.

READ THE BMO NEWS RELEASE

Empowering Futures: The FWA Baruch College Mentoring Program's Impact on Kynthia Lee

Wed, 27 Sep 2023 03:14:01 GMT

In a world where women continue to carve their paths in male-dominated industries, we’re pleased to share the inspiring story of Kynthia Lee, a mentee in the FWA Baruch College Mentoring Program. Kynthia's journey through this program has not only shaped her personal and professional growth but also serves as a beacon of inspiration for aspiring professionals.

Unveiling the Transformative Journey

Having moved from Hong Kong at the age of 8, Kynthia grew up in Queens, New York with her little sister and aunt. She eventually graduated from Baruch’s Zicklin School of Business in December 2022, majoring in finance, and double minoring in mathematics and advanced business analysis.

When asked about her experience with the FWA Baruch College Mentoring Program, Kynthia Lee reflects on how it ignited a fire within her. "FWA inspired me to stay motivated and persistent through interactions with my peers and my mentor. Both pushed me to aim high and reach professional goals that I had not imagined before. Seeing my mentor and her journey helped me face adversities in my own journey."

A Bold Decision to Seek Guidance

Kynthia's decision to join the mentoring program was born out of a clear need—the need for female representation in the financial industry. She sought a mentor who not only understood her struggles but could also guide her through the challenges of this male-dominated world. FWA, with its strong network of empowered women, reminded Kynthia that success was indeed attainable for women in the financial industry.

The Mentorship That Changed Everything

Kynthia's mentor, Christine Li-Auyeung, became her guiding light in the maze of the financial world. From the first conversation with Christine, the two women bonded over the many commonalities in their experiences and background, such as moving from Hong Kong and starting a career in the financial industry as women. Throughout the program, though both were busy in their own respective academic and professional lives, they made an effort to consistently stay in contact with each other during times of important decisions. Christine's unwavering support and wisdom were instrumental in Kynthia's career development. "My mentor Christine is always here to encourage me to take more steps forward. Her knowledge and guidance helped me find opportunities that others may not see. Through her, I was able to secure job opportunities and develop my skills and experience in the financial industry."

Setting and Achieving Career Goals

The FWA Baruch College Mentoring Program provided Kynthia with a blueprint for her career goals. It showcased previous mentees' achievements, demonstrating that success was attainable with determination and guidance. Christine's advice, in particular, proved invaluable during a challenging job market, leading Kynthia to her current full-time role as an investment analyst at Guggenheim Partners.

The Tools for Future Success

From her mentor, Kynthia acquired a treasure trove of skills and knowledge, which she believes will be instrumental in her future success. "Persistence, humility, and empathy are key soft-skills that my mentor encouraged me to develop. Persistence is important as it will help me stay in an unrelenting financial industry. Humility and empathy help me stay grounded and connect to others, which is important in an industry where everyone is only a few mutual connections away."

A Network that Shapes Careers

The vast network of FWA alumnae became a significant catalyst in shaping Kynthia's career path. She landed her fulltime internship through a connection with Maria Giraldo, an FWA-Baruch alum who’s now a mentor. This network, built on mentorship and empowerment, continues to fuel her ambitions.

Paying It Forward

As Kynthia progresses in her career, she envisions becoming a mentor herself. FWA has shown her the profound impact of mentorship, and how it equips individuals with the skills and knowledge to thrive in their chosen fields. She believes that passing on this torch of knowledge and support is essential in helping the next generation of professionals navigate the complex landscape of their careers.

Kynthia Lee's journey through the FWA Baruch College Mentoring Program is a testament to the power of mentorship and the pivotal role it plays in shaping successful careers. Her story serves as an inspiration for others, highlighting the importance of mentoring relationships and emphasizing that, with the right guidance and determination, anyone can achieve their dreams in even the most challenging of industries.

Inspired by Kynthia’s story? Ready to mentor a talented college student launching her business career? Contact Baruch College program lead Betsy Werley ( Betsy.werley@gmail.com ) or Seton Hall University program leads Donna Harris ( Zabelski@gmail.com ) or Lu Licciardello ( lulicciardello@gmail.com ).

Marie-Helene Kennedy-Payen: Standout Women in CVC on the US East Coast

Thu, 21 Sep 2023 03:17:36 GMT

Marie-Helene Kennedy-Payen, senior director of operations and community at New York Life Ventures, was highlighted on Global Corporate Venturing's list of 30 outstanding women working in corporate investment .

The article highlighted Kennedy-Payen's leadership and involvement in the FWA: "Throughout her career, Payen developed a passion towards advancing women in financial services and has taken on multiple leadership roles, including acting as a Board Member for the Financial Women’s Association, a New York-headquartered female professional networking organisation dedicated to promoting the advancement of all women across the financial sector."

BMO Equity Through Education Trading Day Will Be September 20, 2023

Thu, 14 Sep 2023 19:04:38 GMT

FWA is pleased to be partnering with BMO Capital Markets once again as a beneficiary of its Equity Through Education program.

Equity Through Education is a charitable initiative aimed at creating a more diverse workplace by offering support to help bright, deserving people get on a path to success.

Since its inception in 2005, the BMO Equity Through Education annual program has raised almost C$30 million by donating one day’s institutional equity trading commissions earned across North America & Europe directly to organizations that provide access to education. This translates into assistance to more than 5,000 students through scholarships, bursaries, stipends, mentoring programs and job search strategy forums.

This year’s Equity Through Education trading day will be held on September 20, 2023. Please consider placing your trades with BMO Capital Markets on that day. Help students get on a path to success.

Become a Mentor for FWA Next Gen Educational Programs

Thu, 14 Sep 2023 18:40:49 GMT

The FWA is on the lookout for incredible mentors to support our FWA Scholars and mentees. By becoming a mentor, you can make a lasting impact on their lives, helping them navigate challenges, develop skills, and achieve their goals. It's a rewarding experience that allows you to share your wisdom, build meaningful connections, and contribute to someone's personal and professional growth. Join us as a mentor and be a guiding light for the next generation of leaders!

FWA mentors help economically, culturally, and ethnically diverse high school and undergraduate college students define their dreams—and discover the ways and means to achieve them. Mentoring a student can be the most powerful influence on their professional future.

FWA mentees experience new and different educational and career opportunities. They’re provided advice and support in academic and professional areas and are encouraged to increase their cultural awareness.

Mentoring Opportunities available:

FWA High School Mentoring Program
Undergraduate College Mentoring Program
FWA Baruch College Mentoring Program
Seton Hall University Mentoring Program

Being a part of the Fwa mentorship program comes with some awesome perks!

Personal growth: Mentoring allows you to enhance your leadership and communication skills, as well as gain a fresh perspective on various topics.
Networking opportunities: Connect with other mentors, professionals, and organizations in your field, expanding your professional network.
Fulfillment: Witnessing your mentee's growth and success is incredibly rewarding, knowing that you played a part in their journey.
Learning experience: Mentoring is a two-way street! You'll learn from your mentee's unique experiences and gain valuable insights.
Impact: By sharing your knowledge and experiences, you can make a lasting impact on a student's life, helping them achieve their academic and career goals.

Join us in the FWA Mentorship Program and be a catalyst for positive change! #MentorshipMatters

Contact Kelsie Piersaint , Next Gen Programs Manager, to volunteer.

Apply now for Member2Member!

Wed, 13 Sep 2023 16:03:02 GMT

The FWA is once again sponsoring a new cohort of the Member2Member Mentorship program. This program provides an opportunity for FWA members who are looking to advance their careers and build leadership skills to be paired with FWA members who have extensive career experience. Interested in participating? Learn more here .

Application deadline: Friday, October 6, 2023

DeMaries 'Dee' Cancel Joins FWA Staff

Wed, 23 Aug 2023 16:21:27 GMT

2023 Wall Street Exchange Graduation

Thu, 03 Aug 2023 18:55:43 GMT

On Tuesday, August 1 ^st , FWA celebrated the 2023 Wall Street Exchange program graduates and their accomplishments throughout the eight-week summer program.

Graduates were greeted by Albana Theka, FWA’s President-Elect, and then treated to a presentation by Tiffanie Gray, Senior Vice President and Branch Manager, Purchase, NY, for Wells Fargo Advisors, who shared her advice to her 21-year-old self.

After Gray’s presentation, graduates were presented with their certificates by Gerri Bostick and Laura Smith Dunaief, WSE Co-chairs, and all graduates were gifted an FWA-branded hoodie. The 10 participants with perfect attendance throughout the summer’s program also received a special gift.

WSE Interns Learn About Non-Traditional Career Options in Finance

Thu, 27 Jul 2023 16:14:12 GMT

The interns were introduced to an innovative topic in Session 6 on July 25, 2023, which was new to the WSE program: The Future of Finance: Career Paths in Digital Assets and FinTech. A poll indicated that some of the interns had a general knowledge of fintech and digital assets but most did not. The novel session was moderated by Marie Helene Kennedy Payen, FWA member and Senior Director, Operations and Community, New York Life Ventures. She was joined by panelists Yanique Williams, Senior Privacy Program Manager, Fintech, at Meta; Jeanine Hightower-Sellitto, Chief Commercial and Strategy Officer, EDX Markets; Addy Spiller, Senior Director of Product, ORKA Finance; and Liang Zhao, Chief Executive Officer, Vansary.

The session kicked off with a description of digital assets and fintech and how both bridge technology with finance, bringing innovation in a traditional space, and giving more power to people. Both represent a disruption where people are bridging what they have learned and are applying technology to create the future. As one panelist explained, digital assets have value that can be digitized and are identifiable on the blockchain. The value has been created or produced on a chain like bitcoin and can be an NFT like art or a collectible. As a result money coaches and financial coaches like Jim Cramer have emerged and social media is being leveraged to help their viewers learn more about finance. Services are blossoming in print and media that provide resources that people can benefit from. Examples are Mrs. Dow Jones, Vivian, your Wall Street Girlie, and articles being written for online publications like Medium.

The panelists highlighted the key characteristics that are important in these areas which include being innovative, having a positive mindset and a “can do” attitude which makes other people feel better about working with you, and being easy to work with. The ability to effectively communicate is also important as well as managing upwards. The explanation of what it means to manage up was explicit – a manager should not have to guess the status of your work; over-communicate by providing a regular summary; advocate for yourself; and be succinct with bullet points and not a wordy, long document. If interested in this career path, the panelist recommended taking a business writing course.

The interns posed questions regarding starting your own business. A panelist outlined key questions to ask before you take the plunge: 1) What’s the problem you’re solving? 2) How is your business the solution 3) What’s the total available market for the business? and 4) What is your business operating model?

The interns left with the following advice from the team:

Build your own network
Do something that scares you
Trust your process
Prioritize self-discovery

The WSE Co-Chairs extend our sincere thanks and appreciation to Marie Helene, Yanique, Jeanine, Addy, and Liang for your unwavering support and generosity to the interns and the Wall Street Exchange Program . We appreciate you sharing this innovative and progressive topic with them, and for your many words of wisdom.

Social Dynamics is a Key Success Principle for the WSE Interns

Thu, 20 Jul 2023 18:16:46 GMT

In the Week 5 session, held on July 18, 2023, the Brighthouse Financial team introduced the WSE interns to the broad topic of social dynamics in the workplace. The contexts were shifting your mindset, navigating a new environment effectively, communicating appropriately, and intentionally building good relationships. Jackie Royce, Learning & Development Specialist, moderated the session with panelists Emma Carlson, Recruiting Vendor Manager Program; Mia Koo, Portfolio Manager; and Anthony Naturale, Talent Acquisition Manager.

The session kicked off with a mentimeter exercise where the interns answered a series of questions related to their mindset, such as whether they had ever experienced imposter syndrome. Feelings of being unsure are normal and valid, as expressed by the panelists, and being confident is not a measure of competence. The panelists highlighted the differences between a growth and a fixed mindset citing growth as freedom and fixed as limiting.

In the first breakout, small groups discussed the most important aspects of navigating a new environment: culture, relationships, communication and decision-making. The teams reviewed the aspects that resonated the most with them and select teams shared their findings with the larger group.

One statistic that relates to the third aspect of social dynamics, communication and relationship management, is astounding: 86% of employees and executives cite the lack of effective collaboration and communication as the main causes of workplace failures.

The panel discussed how to build, develop and strengthen relationships and credibility, and how to maintain consistency. They cited some differences between hot and cold conflicts and how to manage both. The final breakout allowed the smaller teams to discuss the need for crucial conversations and their experiences when they have been faced with one. The session ended with some key takeaways and recommendations from the panelists.

The Co-Chairs extend their sincere thanks and appreciation to the panelists and the company sponsor, Brighthouse Financial, for their continuing support and generosity to the interns and the Wall Street Exchange Program .

WSE Participants Build Personal Resilience

Thu, 13 Jul 2023 18:20:45 GMT

What does it take to build personal resilience? 2023 Wall Street Exchange participants learned the value of building their own resilience alongside effective strategies during their Week 4 program session. Tali de Assis facilitated a lively session where interns learned about the impact of stress on our physical and mental selves, along with ways to harness a growth mindset and techniques for managing their energy levels and recharging their batteries regularly.

Among techniques she shared was Box breathing, a simple, four-step breathing method that can help re-center you and relieve stress quickly.

The Wall Street Exchange committee and the FWA are grateful to New York Life for sponsoring this terrific session and providing interns with important skills that will apply throughout their lives and careers.

Teach Financial Skills with FWA’s Financial Backpack Volunteers

Thu, 06 Jul 2023 20:43:09 GMT

Come join FWA’s Financial Literacy Program this summer and help prepare incoming freshman at Baruch as part of the SEEK Program!

The SEEK Program (Search for Education, Elevation and Knowledge) at Baruch College was the first of its kind and was designed to provide equitable higher education opportunities and college access to students who meet an academic and economic requirement.

We have been asked to present a brief version of our curriculum to supplement the academic programs that are provided to these incoming freshmen. We hope you can join us!

We provide training resources for all of the curriculum materials.

Please register with your name, contact information and dates you are available.

Questions or concerns? Please contact Financial Backpack Co-Chairs, Lindsay Starr at LndsayStarr1@yahoo.com , or Suzanne Matthews at Smatthewsnyc@gmail.com .

Thanks for supporting the Financial Backpack, and we hope to hear from you!

2023 Wall Street Exchange Interns Interact with BNP Paribas Leaders

Thu, 06 Jul 2023 18:30:50 GMT

Landing the Full-time Job and Succeeding in Your Career is a popular topic with the Wall Street Exchange interns. The 3rd session of the program, held on June 27, 2023, was hosted by co-chair Gerri Bostick. She introduced the moderator Greg Usvitsky, DEI and Quantitative Finance Recruiter and also an alumnus of the Wall Street Exchange Program (2020). Greg presented the panelists, all with diverse backgrounds: Ngan Diep, Business Manager; Janet Lee, Head Project Manager of the Liquidity & Investment Advisory team; Cassandra Hancock, Change & Solutions Transformation Process Efficiency Lead; and Clara Bachere, Equity Derivatives Sales, Insurance Solutions Associate.

Greg posed a series of questions to the panelists who represented different levels within BNP Paribas, from first year associates to managers. In response to a question about how they knew their employer was invested in their growth, they mentioned the support for building social relationships, creating opportunities for them to bond with other associates, having a good pulse on how the organization treated them, and creating quality opportunities that matched with their goals. The interns were advised to vocalize what they want and make sure it’s given in areas such as the quality of the projects and whether they are being heard.

During the Q&A segment, the interns were encouraged to take advantage of being inside the organization and schedule coffee chats with peers to learn what they are doing as well as pivot to other departments that they are interested in to learn more. They were also told to understand the WHY during their interviews – why that company, why that role, and to make it easier for the interviewer, talk about WHY YOU for that role.

A poll taken by the interns at the beginning of the session showed that 70% of the interns were “confident” with their strategies for securing a permanent position, with 30% saying “not very confident”. At the end of the session, the interns took the poll again and there was a dramatic shift to 94% saying they were “very confident” or “confident” and only 6% saying “not very confident”. Kudos to the BNP Paribas team!

The Co-Chairs and the committee extend their sincere thanks and appreciation to Greg, the panelists and the company sponsor, BNP Paribas, for their unwavering support and generosity to the interns and the Wall Street Exchange Program.

2023 Wall Street Exchange Program Learns About Networking

Thu, 29 Jun 2023 18:42:06 GMT

What does it take to build a strong network? During the FWA 2023 Wall Street Exchange second session, interns learned about topics to break the ice and build rapport, effective uses of online networking tools, and the importance of authenticity.

Dan Yu of FastBook Advisors moderated a high-energy panel discussion and contributed his own insights, drawing on his experience coaching early careerists to seasoned executives on career path strategy and career management.

The panelists represented an array of financial services organizations and career paths. FWA thanks the panel participants, Deborah Dias of SMBC, Allison Sylvester of Citizens Financial Group, and Stephanie Kendal of MUFG for sharing their insights.

Sincere thanks to our event sponsors, SMBC, Citizens Bank, and MUFG, for their commitment to the 2023 Wall Street Exchange program and our next generation of finance professionals.

Learn more about the Wall Street Exchange program here . For questions about the program, please contact kpiersaint@fwa.org , the FWA’s Next Gen Educational Programs Manager.

FWA Launches 2023 Wall Street Exchange Program

Thu, 22 Jun 2023 18:46:46 GMT

The FWA is thrilled to announce that the 2023 Wall Street Exchange Program was launched on June 13. Wall Street Exchange (WSE) augments the summer internship experience of rising college seniors with weekly career development events that help them develop professional and career management skills.

This year’s WSE program includes 75 participants from 44 schools. They are interning at 28 firms across financial services, with 50 of them representing FWA President’s Circle firms. During this first session, the interns were welcomed by FWA President Hermina “Nina” Batson and by the WSE Co-Chairs, Gerri Bostick and Laura Smith Dunaief, who challenged them to stay curious, both throughout their internships and careers. Interns and Committee Members then participated in a series of networking breakout sessions designed to facilitate introductions and help them build bonds that will continue throughout the summer program – and their careers.

Thank you to the 2023 Wall Street Exchange sponsors that make this program possible: BNP Paribas, Brighthouse Financial, Citizens Bank, MUFG, New York Life, SMBC, and Wells Fargo Advisors. Thanks, as well, to the WSE Co-chairs and Committee members, our President’s Circle firms, and to FWA leadership and the FWA office team for their support.

For questions about the program, please contact Kelsie Piersaint ( kpiersaint@fwa.org ), the FWA’s Next Gen Educational Programs Manager.

Empowering Success: How the FWA Mentoring Program Transforms Lives

Thu, 15 Jun 2023 19:00:04 GMT

Michelle Reznik is a first-generation Ukrainian American, and graduating senior from Baruch College's Zicklin School of Business, majoring in Finance. She feels honored to be selected as a mentee featured in this month’s FWA newsletter and looks forward to starting her career at BMO Capital Markets this summer.

According to Michelle, the FWA Baruch College Mentoring Program has been exceptional, providing her with a mentor who could understand any problems she encountered and offer advice to help her become a better version of herself. Michelle is grateful for the program's support, which aided in her professional development, both within and outside of Baruch. She is also grateful for BMO Capital Market’s support through its Equity Through Education funding. She is a recipient of its scholarship funds and appreciates its commitment to Baruch students.

Michelle revealed that her mentor, Aidi Zheng, a BMO Director in Global Markets Corporate Banking, was extraordinary, providing her with the best advice and guidance she could ask for. That BMO connection was extremely helpful, providing an excellent means for Michelle to meet her mentor in person, even though they resided in different states. The two have built a great connection and have regular catch-up sessions and coffee chats virtually. She has built a BMO network including other Baruch graduates, FWA mentors and panelists at BMO’s annual meet and greet event.

Aidi has always supported Michelle's decisions and provided a fresh perspective on any matter, helping Michelle understand her circumstances and options better. By nudging her into finding her own way, Aidi helped Michelle better understand her goals and expectations of herself and how she could best achieve them.

Being a part of the mentoring program taught Michelle how impactful being surrounded by powerful women truly is. She has grown as a person and as a career professional through the mentoring program, and she wants to become a mentor to support future generations of students. Michelle has learned how valuable it is to be a part of a strong community and how a mentor could make a significant difference in one's personal and professional life.

Michelle urges other college students to find a mentor, communicate with their mentor once a connection is established, and make the most of the opportunity. Michelle said, “the FWA mentoring program has provided me with a life-long mentor and support system that will always be there for me.”

Inspired by Michelle’s story? Ready to mentor a talented college student launching her business career? Contact Baruch College program lead Betsy Werley ( Betsy.werley@gmail.com ) or Seton Hall University program leads Donna Harris ( Zabelski@gmail.com ) or Lu Licciardello ( lulicciardello@gmail.com ).

Highlights from the FWA 2023 Annual Summit - The Grit Factor: Change Agents Shaping Our Industry

Thu, 25 May 2023 21:05:59 GMT

What an exhilarating two days at the FWA's Annual Summit!

Day 1 Highlights

We heard from keynote speaker Jean-Yves Fillion, Vice-Chairman of the Board of Directors at BNP Paribas USA, FWA Male Ally of the Year 2021, who shared his personal commitment:

“Today as Vice Chairman of the USA, I believe that is my personal duty to ensure that women are given the same level of opportunity here at BNP Paribas as their male colleagues. It's promoting this equality for women as well as equality for all groups that will help drive the success of the bank, the industry at large and candidly the global economy.

It is for such inclusivity that we will attract and retain the top talent to provide our clients with the best-in-class service for which we're known.”

The Eurozone Panel and Economic Outlook featured BNP Parisbas panelists from Europe and North America shared insights on the global economy given geopolitical developments, last year’s energy crisis and the fundamental questions we face regarding energy and transformation. We also discussed how the collapse of banks on both sides of the pond, inflation and insecurities around supply chain are affecting the markets and decision making.

Dr Melissa Fisher shared key findings from her FWA commissioned research on The Post Pandemic Return to Work in Finance Among Women and Underrepresented Populations

Aurora Pllaha, shared the impact that the FWA and her mentor have had on her aspirations and career. She shared, "because of these sessions, I felt more encouraged to answer questions and even start asking them.” Aurora's mentor was Shannon Seidel, currently VP of Process Management at Prudential. “It has been such a privilege to have her as my mentor, because of her versatile background and her inspirational climb up the ladder with the firm.”

Day 2 Highlights

In our Fireside Chat with Jelena Buraja , Chairman of the Board of Rietumu Banka, the largest local capital bank in Latvia, shared insights on the Latvian financial markets and business issues, that are inevitably tied with the Russian invasion of Ukraine. How the Baltic states are re-orienting to new markets and new regulatory requirements. How can we aspire for the ESG goals at the time of economic uncertainty and how do we deal with persistently high inflation and stagnant economic fundamentals. Plus, we spoke about the role of women in finance – how we all need to encourage ladies to take initiative and make decisions to advance their careers. Jelena is on the 40 Under 40 list of bank executives by Latvian Forbes magazine as the most successful woman in Latvian financial industry (2023).

The panel on Fostering a Diverse, Equitable, Inclusive and Supportive Work Culture brought leaders from Citizens, BNP Paribas and SMBC, all members of the FWA’s Presidents Circle, to share their personal, hands-on practical experience in building thriving work cultures and accelerating positive change.

We heard from the Executive Director and COO of the FWA who shared the work the FWA is doing building the next generation of leaders. This year alone the FWA Next Generation Programs invested more than $330,000 in programs, scholarships and other funding to support 142 young women FWA Mentees attending colleges and universities.

FWA President Nina Batson closed the day with BNP Paribas Vice-Chairman Jean-Yves Fillion. Attendees and speakers all stayed to enjoy food and cocktails.

Thank you to all of the 2023 Panelists!

Meet Our Mentee - Electra Economopoulos

Thu, 04 May 2023 21:18:16 GMT

Electra Economopoulos, a recent graduate of Baruch College with a BBA in Marketing Management, had a fulfilling experience as a mentee in the FWA mentoring program. Her FWA mentor, Kim Hanson, played a crucial role in her personal and professional development, providing her with guidance and support in navigating college and finding opportunities that align with her future.

Kim, who is the Head of B2B Thought Leadership Content at BMO Capital Markets and has over 20 years of experience in the industry, offered Electra an internship opportunity on her team. This opportunity allowed Electra to gain valuable experience and expand her network.

Electra was also able to interact with Kim in both a professional and personal setting, often enjoying lunch or dinner with colleagues or attending various conferences and events. Kim also served as a role model, so Electra could visualize the skills she needs to achieve her professional goals. According to Electra, “Working with Kim fast-forwarded my career plans. My BMO work experience and her career advice transformed me from a college marketing major to a professional.”

One experience in the FWA mentoring program that made Electra feel empowered, inspired, and motivated was the annual Conversations with FWA Pacesetters event hosted by FWA at Baruch. Electra enjoyed hearing from the women making strides towards their career goals and ambitions, while also learning about the companies they work at. Each panelist shared both inspiring and impactful work that they do, and career advice.

Electra is eager to advance her career, personal development, and professional relationships while also lifting up other young professionals. The exceptional programming offered to the entire cohort of mentees helped her start the journey of completing those advancements. Electra's experience in the FWA mentoring program and her mentor's support led to her success in her career, and she is grateful for the opportunity.

Inspired by Electra’s story? Ready to mentor a talented college student launching her business career? Contact Baruch College program lead Betsy Werley ( Betsy.werley@gmail.com ) or Seton Hall University program leads Donna Harris (Zabelski@gmail.com) or Lu Licciardello ( lulicciardello@gmail.com ).

Chen Rao One of Committee of 100's Next Generation Leaders

Tue, 02 May 2023 21:12:04 GMT

FWA Director-at-Large Chen Rao was selected by Committee of 100, a non-profit U.S. leadership organization of prominent Chinese Americans, as one of their 18 Next Generation Leaders (NGL) Class of 2023.

Click here to read more and join us in congratulating Chen!

Teach Financial Skills with FWA’s Financial Backpack Volunteers

Thu, 13 Apr 2023 21:16:49 GMT

April is Financial Literacy Month! If you have a few hours to introduce teens and young adults to financial literacy, then Financial Backpack is the right program for you. Volunteer to teach basic personal finance skills to high school and college students, using the FWA’s proprietary curriculum, which includes teaching modules on Saving, Budgeting, Managing Credit, Investing, and Paying for College.

We have had an unprecedented number of requests to present the Financial Backpack curriculum this spring, including online and in-person sessions at New York City high schools, as well as with Baruch College and the YMCA of Greater New York. We provide training resources for all of the curriculum materials.

Please register with your name, contact information and dates you are available.

Questions or concerns? Please contact Financial Backpack Co-Chairs, Lindsay Starr at LndsayStarr1@yahoo.com , or Suzanne Matthews at Smatthewsnyc@gmail.com .

Thanks for supporting the Financial Backpack, and we hope to hear from you!

FWA Graduate School Partnerships Committee: Finance Training & Stipend Program

Wed, 29 Mar 2023 21:30:33 GMT

In Spring 2023, 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 250 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 Excel and corporate valuation with Training the Street. Additionally, twenty graduate students from underprivileged and underrepresented backgrounds received stipends to help with their ongoing education expenses. 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 initiative. By enhancing students’ technical skills and financial knowledge, the Committee hopes these job seekers will gain an edge in today’s hypercompetitive job market. In the online booklet , the awardees share how the course helped their corporate valuation knowledge and express their gratitude to the FWA and BMO Capital Markets.

Komal Khan delwal (MS Finance '23)

It was truly a pleasure being part of the BMO FWA Finance Careers Training and Stipend Program. I learned how to analyze and assess the financial effects of strategic and operational decisions, how to conduct financial modeling properly and how to spot and evade potential dangers and typical errors. Thank you for such a rewarding experience!

Proma Saha (MBA '24)

As a Psychotherapist pivoting into finance, I am tremendously grateful to BMO and FWA for providing informative and interactive training sessions to build my foundational finance knowledge. I left more confident of my financial capabilities than when I started. Thank you for contributing to my growth as a future finance leader!

Terrence Joseph (MS Business Analytics '23)

Raised in an environment with limited access to resources necessary for growth and experience in professional environments, I understood the challenges I would face in finding opportunities in finance. I gained in-depth technical training and education on concepts used in finance, and can explore opportunities in the financial sector with more confidence. Thank you for the opportunity!

Saima Mahmud (MS Business Analytics '24)

Being part of the BMO FWA Finance Careers Training and Stipend Program was a game-changer for my career in finance. The courses covered everything from financial analysis and accounting to risk management and investment strategies. This knowledge helped me develop a deep understanding of the finance industry, enabling me to make informed decisions and succeed in my career.

View the Stipend Recipients Testimonial booklet here .

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

New York Life Issues 2022 Diversity, Equity and Inclusion Report

Thu, 16 Mar 2023 21:38:45 GMT

New York Life's 2022 Diversity, Equity, and Inclusion (DE&I) Report explores the company’s approach to DE&I and underscores New York Life’s commitment to employees, agents, policy owners, and communities. According to Kathleen Navarro, Human Resources Head of Business Enablement and Diversity, Equity, and Inclusion, “DE&I at New York Life is not the work of one area, but a guiding principle that permeates what we do across the company.”

The report highlights the evolution of DE&I at New York Life and the company’s focus on target and cultural markets, impact investing, and community and foundation commitments.

View highlights or download the complete report here: https://www.newyorklife.com/newsroom/2022-diversity-equity-inclusion-report

Highlights from the 65th Anniversary and Awards Ceremony: Paving the Way Forward

Tue, 14 Mar 2023 22:02:45 GMT

On behalf of the Financial Women's Association, we would like to thank each and every one of you who celebrated with us at our 65th Anniversary and Awards Ceremony on March 9, 2023. Congratulations to our honorees:

FWA Male Ally of the Year Award recipient: Dan Barclay, CEO of BMO Capital Markets
FWA Public Sector Woman of the Year recipient: Sharon Bowen, Chair NYSE
Non-profit sector Trailblazers: FWA Past Presidents
Undergraduate Scholars: Amber Watts and Jenny He

Kelley Considine Joins FWA Staff

Thu, 09 Feb 2023 00:14:36 GMT

We are pleased to share that we have a new FWA team member, Kelley Considine, who has joined us as the FWA's new Administrative Assistant.

An experienced financial services professional, Kelley held senior management positions at Citi, Smith Barney, and Prudential during her career. Kelley has decided to come out of retirement and is excited to return to work and support the FWA's mission. You can reach Kelley at office@fwa.org or 212-533-2141 x700. Please note Kelley's hours will be from 9 am – 1 pm on Mondays, Tuesdays, Thursdays, and Fridays, and from 1 – 5 pm on Wednesdays.

As a friendly reminder, Kelsie Piersaint has been promoted to Manager of the FWA's Next Gen Education Programs. Her new email address is kpiersaint@fwa.org . She can also be reached by phone at 212- 533-2141 x 702.

Join us in welcoming Kelley, and congratulations to Kelsie once again!

2023 New Year Benefit Highlights

Tue, 07 Feb 2023 23:09:16 GMT

On Tuesday, January 31st we gathered at Green Fig for our annual New Year Benefit. It was a great evening of celebration and connection! Here's a look at some of the fun.

Announcing the Promotion Of Kelsie Piersaint to Next Gen Educational Program Manager

Fri, 27 Jan 2023 00:20:01 GMT

We are pleased to announce the promotion of Kelsie Piersaint to the role of Next Gen Educational Program Manager.

Kelsie has been an asset to the organization since joining in August of 2022. A collaborative team player, she has been pitching in to ensure that scholars have continued to receive support over these past few months.

Please join us in congratulating and welcoming Kelsie into the role. You can reach her at kpiersaint@fwa.org or 212-533-2141 x702.

Announcing Meredith McGriff, Director of Technology and Communications of the FWA

Wed, 18 Jan 2023 00:25:31 GMT

Meredith joins us from the American Folklore Society (AFS), where she supported the back end of AFS websites and managed their membership and communication systems. Meredith has demonstrated her creative and technical expertise in building their virtual hub and embedding Zoom access for virtual or hybrid attendees.

Meredith holds a Ph.D. in Folklore Studies from Indiana University. She is the author of Michiana Potters: Art, Community, and Collaboration, and a co-editor of Advancing Folkloristics along with Kristina Downs and Jesse Fivecoate.

We are excited to have Meredith as part of our team as the FWA launches into 2023 and beyond. Her skills and expertise will be a critical asset to the FWA as we look to innovate, grow our membership, and continue to build our programs.

Please join us in extending a warm welcome to Meredith. She can be reached at mmcgriff@fwa.org or 212-533-2141 x705.