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The 2026 Wall Street Exchange (WSE) Program celebrated the start of its landmark 50th year on June 7 with an o rientation and networking session hosted by the CFA Society New York at its Manhattan headquarters. This year, WSE brings together 45 students from 28 universities representing 18 diverse financial institutions, insurance companies, fintech firms, and other organizations across the financial services industry. The evening provided participants with an opportunity to meet their peers, engage with FWA volunteers and program leaders, and gain insight into the experiences and opportunities that will shape their summer journey. FWA President Albana Theka welcomed the 2026 cohort and shared words of encouragement as interns began this important chapter in their professional development. She emphasized the value of cultivating meaningful relationships, seeking out mentors, remaining open to new perspectives, and taking full advantage of the opportunities available through WSE. Elizabeth Park, CFA Society New York’s Director of Membership, then introduced participants to the Society’s mission, resources, and commitment to advancing professionalism within the investment industry. Joy Lowenwirth of th e CFA Institute continued, highlighting the importance of ethical leadership, continued education, and lifelong learning while providing attendees with valuable insight into the CFA designation and the evolving landscape of the financial profession.

Please join us in welcoming the new and returning Financial Women’s Association Board Members for the 2026-2027 term. We look forward to working with you to support and serve our community. Thank you for your leadership! 

Please join us in welcoming Shanese Pereira to the team! Shanese comes to us with over a decade of experience in New York City public schools, where she worked as a special education teacher and school counselor, developing programs that support student academic and social-emotional growth while centering equity and family engagement. She also brings a strong program operations background in educational publishing and edtech, where she has managed content production, coordinated cross-functional teams, and kept complex projects on track from development through completion.  We are so excited to have her bring that depth of experience to her role as NextGen Program Coordinator. Welcome to the team, Shanese!

As part of our commitment to advancing women at the highest levels in finance, the FWA is hosting a private, invitation-only discussion focused on AI implementation in our industry. Convened by the FWA in partnership with AWS, a member of the FWA President’s Circle, this gathering is part of our ongoing thought leadership work at the intersection of technology, leadership, and the future of financial services.

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.

By Sherree DeCovny Back in 1785, Scottish poet Robert Burns wrote, “The best-laid plans of mice and men often go awry.” The line still resonates today: even the most carefully constructed plans can be disrupted. What ultimately determines success is not perfect foresight, but adaptability and the ability to pivot when conditions change. That lesson was brought into sharp focus for this year’s International Business Conference. Originally planned for the UAE in April, the event had to be completely reimagined when conflict with Iran escalated in February. Months of preparation were set aside, and the format was rebuilt in a matter of weeks. The result was a hybrid approach: a virtual lunch panel on May 5, followed by a half-day in-person gathering in New York City on May 6 — hosted at Akin in partnership with ABANA.co, with hospitality from HE Amna Almheiri and the UAE Consulate in NY — bringing together nearly 100 participants.

By Robert Brown The student stayed behind after the workshop. While others filtered out, she walked up quietly and asked for an extra set of materials. Not for herself, but for her mother, who didn’t speak English. She wanted to take the lesson home. That moment says more about financial literacy than any definition ever could. For many young people, the question isn’t just Can I afford this? It’s Do I understand how money works at all? And more importantly, Can I use that knowledge to shape my future? That gap between access and understanding is where confidence is either built or lost. The reality is, most students are never taught these skills in a meaningful way in school. And for many, this is the first time anyone has explained it in a way that actually sticks.

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.

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 [email protected] .

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.

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