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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.

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!

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.

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.

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!
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 .

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.

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.

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.

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.
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.

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.

