Join | Print Page | Contact Us | Report a Problem | Sign In
Educational Initiatives
Share |


Patti Mittelman imagePatti Mittelman Robin Nack imageRobin Nack

The Financial Women’s Association (FWA), in partnership with four sponsoring organizations, BMO Capital Markets, Deloitte, New York Life and PGIM, the Global Investment Management Businesses of Prudential launched Back2Business in 2016, a unique and innovative program which provides opportunities for individuals who have left the workforce (for reasons such as childcare, eldercare, serving their communities, etc.) to return in a way that recognizes the extra support they may require to re-start and re-establish their careers.

For more information, contact Committee Chair Patti Mittelman or Co-Chair Robin Nack.

Financial Literacy/Backpack

Suzanne Matthews imageSuzanne Matthews
Lindsay Starr imageLindsay Starr

Financial literacy is crucial for making smart money choices. The Financial Women’s Association runs educational workshops for adults and teens to teach them skills and concepts related to budgeting, credit, savings, and more. Through ongoing trainings, FWA members can learn how to facilitate sessions on these key topics to pay it forward with their knowledge and experience.

In 2001, the FWA began offering financial literacy workshops to high school students through the Financial Backpack program, where participating students learn practical personal financial skills, such as budgeting, investing, and planning for college. Financial Backpack is delivered in a classroom setting with a FWA member, NYC teacher, and college student team-teaching. The curriculum consists of six modules, which can be modified and arranged to cater delivery to the participating school or organization. We present these topics in a highly interactive manner, using real life case studies to get students thinking about real life applications of these important personal finance ideas. Over 2,800 students have participated and benefited from this program.

The adult financial literacy program started in 2004 with the goal of enabling adult women to better control six critical areas of personal financial decision making. The committee works in partnership with nonprofit training organizations in New York City to assist them in providing these skills to their students: with the Grace Institute, where adult women are trained for entry level administrative roles, and Non-Traditional Employment for Women, where adult women train for entry into the construction trades. The workshops focus on skills that enable these women to develop budgets, manage down their debt, and make the most of on-the-job benefits. The adult program is delivered in a classroom setting, with FWA members team-teaching sessions with the assistance of a peer trainer who is a representative of the student population, and a peer administrator who is responsible for the scheduling, attendance, and distribution of materials for each of the sessions.

For more information on joining the committee or scheduling a workshop with your organization, please contact Suzanne Matthews or Lindsay Starr.

Graduate School Partnerships

Christine Li-Auyeung

Launched in fall 2015, the Graduate School Partnership committee offers an opportunity for graduate level students to jumpstart their professional careers through a series of on-campus workshops on professional skills training and leadership development. Networking opportunities with the business community will be provided to help students build a professional network while they complete their graduate studies.

Through the FWA’s long-standing partnership with BMO Capital Markets’ Equity Through Education Program, the FWA provides students with new opportunities to help realize their educational ambition. While students pursue a specific course of study, it is very important that they are exposed to other areas in business to expand their knowledge base and excel in today’s dynamic and global business environment.

For more information, Contact Christine Li-Auyeung.

Member2Member Mentoring

Marietta Bottero image Marietta Bottero
Joan Shapiro Green photoJoan Shapiro Green

The Member-to-Member committee focuses on pairing seasoned professionals with members that are starting their careers.

For more information, contact Marietta Bottero or Joan Shapiro Green.


Mentoring - Baruch College

Betsy Werley imageBetsy Werley

Why mentor? “Mentoring is such a life-enhancing experience,” says Betsy Werley, program chair. “I’ve mentored four students, and with each one, I’ve contributed to her success, learned from her 20-something perspective and been inspired by her very different life experience. Our students represent the future of New York City – it’s a privilege to be involved in their lives. This program exemplifies the FWA’s commitment to developing future leaders in financial services.”

Baruch College Mentoring imageThe program’s core is one-to-one mentoring with an FWA member, plus six programs that complement classroom learning and the offerings of Baruch’s Starr Career Center. Women business and accounting majors with a 3.5 GPA and student leadership activities are eligible to apply. Mentees connect with FWA members at FWA events. With the generous support of BMO Capital Markets, the program also offers needs-based scholarships, study abroad support and women’s leadership conference participation. With more than 200 graduates, many at NYC’s major financial and accounting firms, the program gets stronger every year. We welcome new mentors who are FWA members with professional experience. There are typically about 35 mentee-mentor pairs who work together during the participants’ junior and senior years, and often remain friends for life.

For more information, contact chair Betsy Werley.

Mentoring - Seton Hall University

Carol Doyle Carol Doyle

FWA of NJ, a regional group of The FWA of NY, Inc., initiated a mentoring program in the Fall of 2015 at the Stillman School of Business of Seton Hall University. This program grew out of a desire for the FWA members who do not live/work in Manhattan, NY to be engaged in a program that is focused on the next generation of women leaders in the business world.

SHU Mentoring imageCurrent highlights include a generous MUFG funded scholarship opportunity for the mentees to apply for as well as financial support for the mentoring program that will allow increased programming to benefit the mentees. The capacity of this program is limited by the number of mentors. Therefore, we encourage FWA members to consider giving back to the next generation.

For more information, contact co-chairs Carol Doyle or Donna Harris.

Mentoring - High School

Beth Dorfman imageBeth Dorfman
Mindy Kipness

The FWA relationship with the NYC High Schools has been highlighted as being the longest running program within the system. It began at Murry Bergtraum HS where it had over a 25 year relationship. FWA continues this NYC High School relationship at the High School of Economics and Finance. Many graduates of this program are the first in their family to complete high school and continue onto college. Since program inception, all mentees have graduated on time and enrolled in college.

The mentoring program powered by the FWA assists mentees to smoothly transition into long, successful careers after gaining the knowledge and leaving with the tools provided by experienced women who are part of the FWA. This mentoring program has been underway for many years allowing students to benefit from:

  • One-on-one teaching that is conducted in person, by e-mail and phone
  • An online community that students and mentor facilitators can access at anytime
  • Professional development and career readiness lessons
  • Confidence building
  • SAT’s and PSAT’s Prep Classes.

For more information, contact co-chairs Beth Dorfman or Mindy Kipness.


Marian Olah imageMarian Olah Amy Hertenstein imageAmy Hertenstein

pacesetter: a person, group or organization that is the most progressive or successful and serves as a model to be imitated.

The FWA is proud to have the opportunity to recognize each year a new exceptional group of achiever, who are emerging leaders in their fields and in their companies.

The FWA is honored to provide a program of leadership and development for these outstanding individuals through a series of specially-tailored Pacesetter events each year.

For more information, contact Co-Chairs Marian Olah or Amy Hertenstein.

Undergraduate Scholarships

The FWA office provides oversight for the scholarships awarded to current mentees and renewing mentees that meet the renewal requirements for an additional scholarship award.

For more information,contact Michael Taylor, the FWA Educational Programs Manager.

Wall Street Exchange

Gerri Bostick imageGerri Bostick Michelle Harlan imageMichelle Harlan
Madeline Pacific imageMadeline Pacific Laura Smith-Dunaief imageLaura Smith-Dunaief

The FWA’s Wall Street Exchange (WSE) program was formed in 1976 for upper level college students working in the New York area who will soon be joining the workforce. Since this program’s inception, over 1,000 WSE participants have been hired upon graduation after completing weekly sessions during the summer. The informative workshops provide information on the presenting firms, professionalism, leadership, resume writing and interview techniques. Programs also cover networking and the best ways to create a powerful marketing plan for one’s career.

Both men and women alike are eligible for this program. Requirements include:

  • An interest in exploring a career in finance or business
  • A minimum cumulative GPA of 3.0 on a 4.0 scale
  • A paid summer internship in the New York City metro area with a financial services firm or a financial function internship with a non-financial services company.

For more information,contact Michael Taylor, the FWA Educational Programs Manager.