fwa graduate scholarship - Financial Women`s Association

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This page intentionally left blank. FWA OF NEW YORK, INC. 2013‐2014 ANNUAL REPORT Section I: Letter from the President
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Section II: Treasurer’s Report Section III: Committee Reports 3
Audit Committee Business & Government Affairs Career Connections/Transition Tuesday
College Connections/Wall Street Exchange
Directorships and Corporate Governance
Distinguished Speakers Emerging Leaders Entrepreneurs Executive Leaders Financial Backpack Financial Literacy Fund Raising Annual Dinner Holiday Benefit President’s Circle Global Agenda Impact Investing International Conference Investment Policy Membership Membership Programming Men’s Alliance Mentoring Not‐for‐Profit Professional Development Professional Services Liaison Regional FWA ‐ Long Island FWA ‐ New Jersey FWA ‐ WestCon (Westchester and Southern Connecticut Scholarships Graduate Scholarships Undergraduate Scholarships Strategic Marketing and Communications
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Section IV: Membership FWA – New/Reinstated Members 2013‐2014
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This page intentionally left blank. Dear FWA Members, Supporters and Friends, The FWA has reached many milestones over our nearly 60‐year history, and fiscal year 2013‐2014 matches those powerful strides as we break new ground in a rapidly evolving industry. I have relished the opportunity to collaborate with our leaders on the FWA Board and Leadership Council, as well as with industry experts, both Members and featured speakers alike. As the FWA’s 52nd President, it has been a privilege to serve this organization as we work together to accelerate the advancement and leadership of women across the financial services industry and beyond. We hosted more than 50 Kimberly Weinrick mission‐driven events this year in New York and we continued to provide FWA Board President 2014‐15
mentoring and scholarships that over our history have reached more than 5,000 young professionals and students. This year, my priority was to return to our core competencies: capital markets, technology, leadership and mentoring. During the year the FWA featured several CEOs and C‐suite executives, including forums with Jamie Dimon and Marianne Lake of JPMorgan Chase; Steven Kandarian and Marlene Debel of MetLife; and former Citi Chairman Dick Parsons and Sarah Smith of Goldman Sachs. In addition, we hosted topical panels on issues including private equity, joining corporate boards, disruptive technology, non‐profits after Wall Street, and green and sustainable accounting. The FWA launched its fully reimagined website, developed a LinkedIn group for its Next Generation Community, increased Facebook followers by 50% and Twitter followers to nearly 4,000, and launched an FWA Store. Additionally, we hosted our inaugural Past President’s Breakfast, designed to become an annual event. We also successfully piloted Members‐only courses as well as Continuing Education credits offered by host partners. Further, we enhanced our global agenda and fund raising efforts through our record‐setting Holiday Benefit at the German Consulate, which set the stage for the larger, FWA Annual International Conference this year to Berlin. First we piloted new and successful fundraising efforts with CharityBuzz, along with a briefing from the Global Head of Research as J.P. Morgan. For the Berlin program, marking the 25th country for the FWA’s International Conferences, we hosted more than 50 FWA Delegates, held meetings with Members of Parliament, CEOs, the Bundesbank and at Berlin’s tech incubator The Factory, setting another fundraising record. In the community‐engagement space, the FWA increased visibility and provided more granular metrics. This year we celebrated our 30th Women of the Year Awards, honoring Martina Mejean‐Hund, CFO of MasterCard; and Vicki Fuller, CIO of the New York State Pension Fund. The FWA also returned our Microfinance Giving Program to a scholarship‐based program with ACCION and Harvard Business School. Additionally, we created an important new initiative, the FWA for Women Veterans: Serving Women Who Served. The U.S. now has the greatest number of women veterans in history, and many of these impressive women face challenges in translating their experience and skills as they transition into the private sector, including the financial community. To help them address their needs in a trusted relationship, we launched our program with dedicated research and collaboration, including with President’s Circle firms, many of which have veterans initiatives in place or under development. The FWA hosted 125 attendees from across the industry and veteran community non‐profits to build on this FWA 2013-14 Annual Report
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critical effort. We provided a focused resume writing and business protocol course offering, and have a dedicated email: [email protected] . In addition, The FWA moderated a panel for women veterans on successful pathways to transition at New York City College in Criminal Justice, attended military programs including an Air Force symposium, and moderated a session with the Officer Women Leadership Symposium in Arlington. This year we also enjoyed increased board involvement in key events with Baruch College and Murry Bergtraum High School mentees, including the graduation celebration dinners. To the FWA Mentees, congratulations! And to the FWA Mentors, thank you – because of your diligence and commitment, we have another class of impressive, inspiring young leaders. I’m also so pleased to note a number of robust outreach efforts, including the Members survey with nearly 30% completion rate, providing valuable feedback; our now annual Forbes supplement featuring the FWA; the FWA video “Our Story,” as well as our first FWA ad in many years, which is posted to our new website. In addition, I’m proud to highlight the strong collaboration with our incoming president, Maureen Adolf, as well as the wonderful partnership with the FWA Office, specifically with Interim Executive Director Karen Karpowich, whom we sincerely thank for her service and many contributions to our organization. We have also identified the FWA’s next Executive Director, the accomplished industry leader Jennifer Openshaw, who will start her new role for the FWA in mid‐July; Karen and Jennifer will ensure a smooth transition during their overlapping weeks. All of these efforts work in concert to advance our mission. As we close another year for the FWA, I hope you are very proud of your involvement – we sincerely thank you for your support! With warm regards, Kimberly Weinrick FWA Board President 2003‐14 FWA 2013-14 Annual Report
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Treasurer’s Report for FY 2013-2014
To the Board of Directors and FWA Members:
For the year ending June 30, 2014, the Financial Women’s Association of NY will continue to
report and maintain its books according to Generally Accepted Accounting Principals in the
United States, that is recognizing revenue earned over the course of our 2013/14 fiscal year
(although the cash may not have yet been received) as well as expenses and obligations incurred
but not yet paid. The interim eleven-month financial statements reflect those transactions
accounted for from July 1, 2013 through May 31, 2014, but June results will affect the final
outcome for the year. This report presents an interim unaudited analysis, not the final outcome,
for the FWA’s fiscal year ending June 30, 2014. Final results will be made available in the audited
financial statements in the fall. The FWA’s financial results for the fiscal year ending June 2013
received an unqualified opinion from its auditors Condon O’Meara, and with respect to the
Educational Fund, also met the Better Business Bureau’s not-for-profit ratios.
This report will present the Business League year-to-date results first and then the Educational
Fund results.
BUSINESS LEAGUE:
The Business League raised $507,906 in revenue for the eleven months, consisting primarily of
dues, programming, the international conference and President’s Circle contributions. Revenue
from dues increased by $19,535, a 9% increase, thanks to the exceptional efforts of the
Membership Committee, including the launch of rolling membership.
Programming’s contribution as of May 30, 2014, net of associated expenses, increased by 7% to
$73,714. Our programming committees did a great job in putting on informative events. Many
of this year’s events were joint efforts of more than one committee.
Net revenue from the international conference to Berlin was $60,054, $10,000 of which is
reflected in the financials of the Ed Fund as a result of a donation made by BNP Paribas. Thanks
to Katrin Dambrot & her committee this conference was an unprecedented success!
Net contributions to the Business League from President’s Circle supporters totaled $145,500
year-to-date compared to $153,500 at this same time one year ago which is a decrease of
$8,000. The gross PC revenue is $298,500 of which $153,000 was allocated to the annual dinner,
leaving the $145,500.
Administrative and overhead expenses were up $35,729 over last year mainly due to the cost of
the search firm to find our new executive director and the cost of our new recently launched
website. All of this contributed to $123,029 in net operating income for the eleven months
ending May 31, 2014. After investment activity and realized gains, net income for the period
totaled $246,505 as of May 31, 2014, a 4% increase versus net income of $237,494 last year at
this same time.
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The Business League financial condition as captured on its balance sheet has $1,522,162 in total
assets, offset by $6,000 in liabilities. The fund balance at May 31, 2014 was $1,516,162 up from
$1,331,480 at the beginning of the fiscal year, July 1, 2013.
EDUCATIONAL FUND:
Educational Fund reporting distinguishes between unrestricted funds raised, temporarily
restricted grants and contributions that will be used for specific programs such as financial
backpack and mentoring in years to come, and a total fund column that captures all revenue
(including new grants net of funds from prior years that have been released from restrictions)
and expenses associated with temporarily restricted funds as well as ongoing operations.
I am pleased to report that the FWA Educational Fund of New York had a positive year. Support
and revenue in the Ed Fund for the 11 months ending May 31, 2014 totaled $513,313, as
compared to $602,640 in 2013 – a 15 % decrease. This included net profit of $17,422 from the
Holiday Benefit and $194,156 from the Annual Dinner to date. We expect the final net profit
from the annual dinner to exceed $200,000. Thanks to Tina & Committee
Programming committees in the Ed Fund contributed $13,112 after expenses. Grants &
contributions were $205,920 which is a decrease from $305,632.
We supported $92,000 in scholarships, $36,051 in mentoring programs, $18,726 in Financial
Literacy programs and $98,062 for the financial backpack program and $48,004 in other
programs year-to-date through May 31, 2014.
$254,507 was released from restricted funds.
Temporarily restricted funds as of May 31, 2014 include an additional $175,000 from BMO
bringing their total to $427,680. We also have $205,063 from HSBC and $3,075 for the Lenore
Albom Fund.
After investment income of $228,054 and administrative and overhead expenses of $188,709,
we are reporting an increase in net assets of $174,339 for the eleven months ended May 31,
2014. Total net assets are $2,594,681 as of May 31, 2014 versus $2,420,341 as of June 30, 2013,
including $1,822,216 invested in the unrestricted portfolio and $635,818 invested in the
restricted portfolio as of May 31, 2014.
It takes a team of dedicated professionals and volunteers to adhere to budgeted goals and
sustain consistent financial oversight. I would like to thank this year’s Assistant Treasurer, Mindy
Kipness , our Accountant John Koprowski for his efforts every month to close the books, offer
insight on financial policies and provide the financial reports critical to the Board’s decisionmaking, and of course Karen Karpowich and her staff, Lisa & Brisjeda for their assistance
throughout the year. I would like to recognize the amazing job done by our president, Kim
Weinrick for her leadership & all she has accomplished. Finally I would like to thank the FWA
Board for their strategic oversight and dedication to sustaining the FWA’s financial strength,
which is key to the FWA mission.
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AUDIT
Chair:
Martha Clark Goss, American Water Works
Committee Purpose and 2013-2014 Objectives
The mission of the Audit Committee is to assist the Boards of Directors of the Educational Fund and the
Business League in fulfilling the Boards’ financial oversight responsibilities. Principal responsibilities
include selecting the auditors, assuring the audited financial statements and the tax returns are
prepared and filed, monitoring the financial reporting processes and overseeing the FWA’s conflict of
interest policies.
Accomplishments/Highlights
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Reviewed the audited financial statements and tax returns (Forms 990) for both the Business
League and the Educational Fund for the fiscal year ended June 30, 2012. The financial
statements have been posted to the Members-Only FWA Reports section to provide ease of
access to the financial information and increase the organizations’ transparency to its Members
The Forms 990 are available to the public under the”About Us” section of the website
Presented and reviewed the Forms 990 with the respective boards of directors of the Business
League and the Educational Fund
Reviewed for best in class practices, the governance and the transparency aspects of FWA’s
policies and procedures which are highlighted on Form 990
Evaluated proposed transactions involving the FWA or individual Members to determine
whether proposed transactions would be in compliance with the FWA’s standards of good
governance policies.
Recommendations for the Future
Continue to monitor industry developments in governance matters and evaluate the appropriateness of
the FWA’s governance policies.
Special Thanks
We wish to thank our audit firm, Condon O’Meara McGinty & Donnelly, LLP. We also wish to thank
Karen Karpowich, Interim Executive Director; Michele Maybaum, Treasurer; John Koprowski, FWA inhouse accountant; the Operations Resource Committee; and Linda Lerner, General Counsel, for their
assistance.
Participating Committee Members
Martha Clark Goss – American Water Works
June Niklus – Deloitte LLP
Mina Baker Knoll – Baker Knoll Consultants
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BUSINESS AND GOVERNMENT AFFAIRS
Co-Chairs:
Sharon Brouillette, JP Morgan
Cathleen Carroll, Morgan Stanley
The Business and Government Affairs Committee promotes professional growth for our Members
through the discussion of topical global industry, government issues as well as next wave issues that are
likely to have a significant impact.
Our mission is to:
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Bring clarity and build understanding in today’s hot topics and highlight tomorrow’s financial
market challenges
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Serve as a “think tank” gathering ideas from a broad cross-section of industry professionals and
sharing them with others
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Move beyond traditional financial topics and explore areas such as: global economics,
technology, and the financial systems landscape.
Over the 2013-2014 season, we held three events:
The Changing World of Insurance Regulation: State, Federal and International Developments: In
partnership with the Insurance Law Committee of the New York County Lawyers' Association (NYCLA),
we presented a panel discussion exploring recent and continuing developments in U.S. and international
insurance regulation and the global financial services markets. The event qualified participants to earn
1.5 CLE credits and 1.5 CPE credits. Maureen Adolf, SVP of Government Relations, Nelson Levine de
Luca & Hamilton and FWA President Elect served as the moderator and the panelists were Thomas
Leonardi, Connecticut Insurance Commissioner and Karen Elinski, SVP & Head of Government Relations,
TIAA-CREF and FWA VP.
Innovation – How Can I Become a Better Innovator?: Guests enjoyed a discussion with Amelia Dunlop
and Yi Leng Lee of Doblin titled, “Monitor Deloitte's Innovation Practice,” as they offered practical
methods to develop more systematic and structured approaches to innovation. Furthermore, the
speakers provided insights on how to build both the robust structures and the internal systems to
provide reliable, repeatable growth and innovation.
Richard Edelman: The Role of Business in Creating Trust Today: Richard Edelman, president and CEO of
the world’s largest public relations firm shared the remarkable findings of Edelman’s 2014 Trust
Barometer, a global survey of 27 markets featured at the World Economic Forum at Davos, and
discussed how business can drive positive global change in crucial sectors like energy, technology and
food.
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Our committee looks forward to partnering with the President Circle Committee and other FWA
Committees to design and present programs that are of interest to FWA Members as well as attract new
Members to the FWA.
Special Thanks
We gratefully acknowledge the guidance and encouragement of Kimberly Weinrick, FWA President.
Special thanks to our pillar leader Karen Elinski for supporting our ideas.
We thank the President’s Circle, with special thanks extended to Lily Klebanoff Blake, Lynthia Romney
and Sheila Colucci for arranging the sponsorships and speakers.
Special thanks and appreciation to our generous corporate sponsors New York County Lawyer’s
Association, Deloitte and BNYMellon.
Many thanks to the FWA office for their continued support and willingness to always help.
Meredith Fisher
Jodi Carlita
Jennifer Bergenfeld
Anne Pontrelli
Kate McDonough
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CAREER CONNECTIONS ‐ TRANSITION TUESDAY Co‐Chairs: Patti Mittelman, Great Performances Tamara Lourdin, Citibank Committee Purpose and 2013‐2014 Objectives The Career Connections Committee organizes the Transition Tuesday series. The Committee plans and coordinates interactive forums and workshops focusing on topics designed to support FWA Members in transition or career change, as well as growing their careers with current employers. Speakers are accomplished FWA Members who share their expertise, talents and skills, as well as their individual stories. Transition Tuesday events are designed “for the FWA, by the FWA.” There is ample time for networking so that Members can get to know each other and share career information. Programs are for Members only and offered free of charge. This is a significant membership benefit for those in transition or who want to grow their careers. Accomplishments/Highlights During the FWA’s 2013 – 2014 fiscal year the committee held four events including: – Using LinkedIn to Further Your Career or Land That Job, October 2013: Guest speakers Jeannette Paladino and Sarah Stamboulie provided up to the minute insights and tips on how to tap into the hidden job market. Members learned how to reach a targeted network, enable recruiters to “find you” and how to use LinkedIn groups to their best advantage. – How the Fierce Handle Fear: Secrets to Succeeding in Challenging Times, January 2014: Caroline Ceniza‐Levine, career expert, author, frequent career commentator on CBS, CNN, Fox Business and numerous periodicals, provided a thought‐provoking evening. Guests learned how to prepare for high stakes career opportunities, recover if things go wrong, and sustain resilience despite challenging conditions. – Powering Up Your Career: Using Change as a Positive Force, March 2014: In this interactive workshop, guest speaker Audrey Sloofman, an organization development and career expert with experience in top Fortune 500 companies, presented the six key elements to career management in times of continuous or unpredictable change. – How to Build Your Daily Networking Relationships, May 2014: Members heard Andrea Nierenberg, author of seven books and recognized networking expert, talk about the secrets of successful networking. From how to differentiate yourself from others to the five best practices to put into action every day, Audrey inspired and motivated her audience. We invited employees from the women’s organizations of our FWA President’s Circle sponsors to attend our events. This helped foster networking and membership opportunities. It was also rewarding to have FWA Members connect and network with each other. In fact, at the end of each event, many attendees did not want to leave. FWA 2013-14 Annual Report
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Recommendations for the Future We want to continue to provide a platform for FWA Members to showcase their career talents as speakers. Many of our presenters received engagement opportunities later on. While enrollment at our Career Connections events have been high, we recommend continuing to entice additional FWA Members to experience the career advice and camaraderie that our events provide. Career Connections can further maximize its charter by expanding existing linkages with the sponsoring President’s Circle firm’s internal women’s organizations. Special Thanks Morgan, Lewis & Bockius for hosting “Using LinkedIn to Further Your Career or Land That Job,” and Deborah Kaye for arranging sponsorship. The Bank of Tokyo‐Mitsubishi UFJ, a Member of the FWA President’s Circle for sponsoring “How the Fierce Handle Fear: Secrets to Succeeding in Challenging Times”. Also to President’s Circle Committee Chair Lily Klebanoff Blake and FWA Relationship Manager Joanne Brady. Marks Paneth LLP for hosting “Powering Up Your Career: Using Change as a Positive Force” and to FWA Member Erica Rubin for arranging this sponsorship. McGraw Hill Financial, a member of the FWA President’s Circle for sponsoring “How to Build Your Daily Networking Relationships”. Also to President’s Circle Committee Chair Lily Klebanoff Blake. Participating Committee Members Kalinka Moudrova‐Rothman Julia Leibman Carolanne Gardner FWA 2013-14 Annual Report
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COLLEGE CONNECTIONS/WALL STREET EXCHANGE Co‐Chairs: Gerri Facchine, Chief Risk Officer Regulatory Coordination, Credit Suisse Laura Smith Dunaief, Principal at LASD Resource Development Committee Purpose and 2013‐2014 Objectives The Wall Street Exchange (WSE) – College Connections Committee manages the Wall Street Exchange program, which is designed to augment and coincide with paid summer internship experience of select qualified students who are between their junior and senior years of college and employed in the New York metropolitan area. The goal is to provide program participants with the tools necessary to conduct a successful job search and to think strategically about career choices, while also learning how to develop their career and leadership skills. Our main committee objective involves planning, managing, and executing nine consecutive weekly program sessions that occur each summer from mid‐June through mid‐August. Additional committee objectives include enhancing the scope of our corporate sponsors’ engagement with the WSE program and the FWA, working continually to strengthen and enrich program content, while also exploring how innovation and technology are reshaping career paths in finance. We also participate in FWA meetings to develop synergies among the organization’s next generation programs such as mentoring and financial literacy. Continuing objectives of the committee include expanding awareness of the WSE program among internships and sponsors not currently represented, establishing alliances with local business school programs, recruiting top candidates with diverse backgrounds and experiences, while fostering an on‐
going “Alumni Network” of WSE graduates who are also engaged in the FWA. Accomplishments/Highlights –
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Graduated 31 students from more than 20 different colleges with paid internships at 17 different firms in the New York City area. Continued to transform the program’s focus beyond conducting a successful job search with career options to include a focus on career development and learning about leadership skills. Partnered with the FWA President’s Circle Committee in securing first‐time sponsorship of technology‐focused firm, SAP, hosting a career panel that discussed potential career routes and the importance of technology in the financial services industry. Continued to expand college marketing and recruiting efforts, targeting additional schools not previously marketed to, along with additional outreach to internship program managers at firms. Partnered with the FWA Strategic Marketing and Communications Committee in launching the Next Generation LinkedIn Community that resulted in close to 100 WSE program graduates as Members, fostering a connected network, sharing career experiences, and promoting the FWA and WSE. FWA 2013-14 Annual Report
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Recommendations for the Future –
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Discuss and devise a plan with the new FWA Executive Director and FWA Membership Committee to devise a potential student, low‐ or no‐ cost membership option targeted to WSE alumni who have not yet started their careers and track the activities of those who become FWA members. Determine a feasible promotion or media plan across nine weekly events that meets both the needs of the FWA as well as the requirements of sponsors, which mainly consists of President’s Circle firms. Continue to leverage established WSE participant and sponsor surveys, ensuring surveys are performed annually to obtain and track program feedback on an on‐going basis. Review the potential value in surveying schools who continually support the program each year and have students successfully complete the WSE program. Add WSE alumni to on‐line distribution list to receive the FWA Newsletter, so they become increasingly familiar with the organization, FWA membership, and upcoming events. Further partner with WSE program sponsors and other FWA committees on delivery of content and networking that continually improves the program experience for participants. Expand the diversity of firms who sponsor the WSE program, with particular focus on those who support STEM (Science, Technology, Engineering and Mathematics) initiatives. Special Thanks Special thanks to each of our WSE program sponsors for their commitment and the invaluable resources they provide in making each Wall Street Exchange session possible and the entire program so successful. Thank you to Lily Klebanoff Blake and the President’s Circle Committee for all of their support and dedication in helping us to secure the sponsorships necessary to execute the WSE program. A special thank you to the FWA office, including Karen Karpowich, Lisa Buddenhagen, and Jamie Epstein for all of their hard work and working closely with our committee to help us coordinate many program details, such as website updates and application processes. Special thanks to our WSE Committee Members for volunteering their time and sharing their expertise with WSE program participants. Thank you to all of the FWA Members, session speakers and panelists for their engagement and partnership in teaching Wall Street Exchange participants the value of networking and in sharing their career development and leadership experiences. Participating Committee Members Marline Alexander Tamara Lourdin Cherlyn Agbayani Yana Parfenyuk Mary Tanaskovic Bitting Erica Rubin Susan Jankowski Fred Smith Nirel Levi FWA 2013-14 Annual Report
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DIRECTORSHIPS AND CORPORATE GOVERNANCE
Co-Chairs:
Andrea (Andy) Esposito, Retired Managing Director – Standard & Poor’s
Merrie Frankel, VP/Senior Credit Officer – Moody’s Investors Service
The mission of the Directorships & Corporate Governance Committee is three-fold:
– To educate Members about cutting-edge corporate governance issues and for-profit/corporate
board service
– To assist women who are board-ready or wish to become board-ready to network, hone
pertinent skills and identify opportunities (where possible) for potential board service
– To participate in the process of placing our Members on public and private company boards.
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Diversifying the American Board Program and Pre-Conference Workshops (Jan 29, 2014): For
the eleventh year, this event sponsored by Deloitte and attended by approximately 80
participants, entailed three interactive workshops with organizations discussing “Finding the
Right Fit: Private Company Boards.” Two panels moderated by Nicole Sandford and Dan
Konigsburg, Partners at Deloitte and Touche LLP reviewing “Making Decisions Under Pressure”
with Ms. Mary Galligan, retired FBI Special Agent for Cyber and Special Operations and current
director with Deloitte & Touche LLP, shared practical advice on making appropriate decisions
when the stakes are high – a key skill for any board member, and “Knowing the Role: What CEOs
really think of their boards” with Dr. Jeffrey Sonnenfeld, Senior Associate Dean and Lester
Crown Professor, Yale University’s School of Management, Ms. Elizabeth DeMarse, Chairman
and CEO, TheStreet, Inc., and Ms. Wendy A. Watson, director, RBS Citizens Financial Group Inc.,
CMA Holdings Inc., DAS Legal Protection Insurance Co. Ltd., and Independent Order of the
Foresters.
Annual Directors’ Dinner (May 8, 2014): Attended by 45, this dinner included the following
panelists: Merrie Frankel (moderator); Jenne K. Britell, PhD. - the Chairman of the Board of
United Rentals, Inc., the world's largest equipment rental company, director of Crown Holdings,
Inc., Quest Diagnostics, Inc., the U.S. Russian Foundation for Economic Advancement and the
Rule of Law, the School for Advance Research, as well as a member of the Board of Trustees of
the Santa Fe Institute; Holly J. Gregory - Partner at Sidley's New York office and co-global
coordinator of the firm's Corporate Governance and Executive Compensation group; and Sara
Grootwassink Lewis – Chief Executive Officer and Founder of Lewis Corporate Advisors, LLC, a
capital markets and board advisory firm, as well as a seasoned corporate board member of
CapitalSource, PS Business Parks, and Plum Creek Timber.
FWA's Leadership Forum: Coffee and Conversation with MetLife’s Steve Kandarian and
Marlene Debel (Nov 26, 2013): MetLife Treasurer Marlene Debel led an insightful and candid
discussion with the company's Chairman, President and CEO, Steve Kandarian. Planned,
supported and arranged by Andy Esposito of the Directorships and Corporate Governance
Committee.
Serving Women Who Served (Feb 6, 2014): In an engaging panel discussion at the JP Morgan
Chase headquarters, the FWA announced its new initiative, Women Veterans: Serving Women
Who Served. With women comprising 8% of all U.S. veterans, easing their transition from the
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military to the private sector—in particular, financial services—was the focus of the evening.
The challenges that veterans face, such as positioning their military abilities for private sector
professions, took center stage at this session with more than 125 Members and guests. This
launch event was jointly planned and supported by Andy Esposito, Co-Chair of the Directorships
and Corporate Governance Committee, and Raleigh Mayer, Co-Chair of the Professional
Development Committee.
Presenting Yourself: Board and C-Level Resume and Biography Building (June 5, 2014): Chadick
Ellig’s Stacy Lauren Musi and Pamela Packard, an independent corporate director and President
of the National Association of Corporate Directors New York Chapter, led a session with about
25 FWA Members to provide helpful guidelines and tips to assist those seeking executive or
corporate board positions persuasively present their qualifications. This event was co-offered
with the Urban Land Institute’s (ULI)/Women’s Leadership Initiative (WLI) and hosted by Clifford
Chance US LLP.
Continue outreach with other organizations who have similar missions; create opportunities for
Members to network with active board members; and expand knowledge-sharing with the FWA
membership.
Special Thanks
Special thanks to sponsors Clifford Chance US LLP, Deloitte LLP, JPMorgan Chase, McGraw-Hill Financial,
MetLife, Sidley Austin LLP.
Maureen Adolf
Tiffany Archer
Lynette Ashby
Susan Becker
Lily Klebanoff-Blake
Corrine Bolisay
Angela Brock-Kyle
Kathy Cuocolo
Andrea Esposito
Merrie Frankel
Elaine Gilde
Susan Guerin
Tracy Harris
Stephanie Hauge
Betty E Houtsma
Anne Izzillo
Andrea Kantor
Grisel Kaplan
Wendy Kong
Joanne Landau
Di Li
Gail Lieberman
Marita Makinen
Maureen McCarthy
Diana Merenda
Sara Meyer Davis
Susan Migliaccio
Marianna Newirth
June 30, 2014
Nnena Nkongho
Ruthann Granito Niosi
Ferve Ozturk
Christy Rivera
Nicole Sandford
Toni Savage
Grace Schalkwyk
Laurie Shahon
Bianca Sharde
Deedee Sklar
Roseanne Sweeney
Cheryl Vollweiler
Tina Vizzini
Kimberly Wiehl
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DISTINGUISHED SPEAKERS
Co-Chairs:
Susan Isquith, Federal Home Loan Bank of New York
Vanessa Van Brunt, Wells Fargo
The Distinguished Speakers Committee offers programs that feature CEOs and industry leaders who
speak to the FWA membership and guests. These leaders provide their insight into management
philosophy and navigating challenges as well as share personal anecdotes and lessons learned
throughout their careers.
Fireside Chat with Jamie Dimon and Marianne Lake:
On October 8,, 2013 Jamie Dimon, CEO and Chairman of JP Morgan Chase, was interviewed by Marianne
Lake, CFO of JP Morgan Chase at their New York global headquarters. Ms. Lake led Mr. Dimon through
his career path. He discussed how he and JP Morgan reacted to challenging times both before and after
the financial crisis. Mr. Dimon also took questions from the audience which touched on his leadership
style, career opportunities in banking and Washington regulation. The event and reception that
followed was hosted by JP Morgan.
Fireside Chat with Richard Parsons:
On April 7, 2014 Dick Parsons, the former Chairman and CEO of Time Warner, former Chairman of
Citigroup, Former Chairman of Dime Bancorp, Inc. and the Managing Partner of the New York law firm
Patterson, Belknap, Web and Tyler was interviewed by Sarah Smith, Controller and Chief Accounting
Officer of Goldman Sachs. Mr. Parsons spoke of his career, his passion for impact investing and
provided career advice to the audience. He took questions from the audience where he encouraged
them to be the “person people want to succeed.” Goldman Sachs hosted the event as well as a
reception.
Encourage and engage FWA Members to open their personal networks and leverage their relationships
to identify and secure speakers.
Special Thanks
Special thanks to JP Morgan Chase and Goldman Sachs for their generous support.
Thank you to Ria Davis and Kimberly Weinrick for arranging these Fireside Chats.
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Michele Dawidziak
Amanda Gallagher
Eva Strasser
Sanuber Bilguvar
Elena Gerasimova
Sarah Donaldson
Rosemary Saurer
Jennifer Feliberty
Vanetha Kathrotia
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EMERGING LEADERS
Co-Chairs:
Elena Gerasimova, JPMorgan
Carmela Crawford, ADP
The purpose of the committee is to provide a platform for professional development and is focused
specifically on Members of the FWA constituency that are within his/her first 10 years of a specific
career path. Participation however is not restricted to a Member pursuing his/her first career but targets
all individuals who are beginning new career development.
Our platform rests on three primary objectives. First, Members enhance their skill sets in networking
with their peers. These “horizontal” relationships are supplemented by the committee’s second
objective, the growth of “vertical” relationships with more seasoned FWA Members who have been in
his/her career for 25+ years. The final objective of our committee rests in skill enhancement seminars
that focus on the development and practice of a professional skill set through lecture, role playing and
other interactive procedures.
We believe our committee provides the necessary resources for professional development and support
that is essential to the success of any emerging leader.
October 2013
Fireside Chat on Leadership: Jamie Dimon and Marianne Lake
– JPMorgan Chase & Co. Chairman and Chief Executive Officer Jamie Dimon and CFO Marianne
Lake discussed leadership, engaging stakeholders, navigating challenges and planning for the
future.
– This fully sold out event was co-sponsored with the Distinguished Speakers Committee and
hosted by JPMorgan Chase & Co, a Member of the FWA President’s Circle.
April 2014
Take your career conversations to the next level: A special session with Judith E Glaser
– Highly interactive session during which Judith Glaser shared her insights on practical strategies
to engage in career discussions with upper management, as well as overcome roadblocks for
professional advancement.
– This fully sold out event was hosted by RBC Capital Markets, a Member of the FWA President’s
Circle.
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We look forward to partnering with President’s Circle and other FWA committees to design and present
events that reflect the interests and needs of the emerging leaders among FWA Members. We hope to
establish a program that increases interaction between senior and newer Members of the FWA and
raises awareness of the need to target new FWA Members in the early stages of their careers.
Special Thanks
Thank you to all participating speakers for their time, experience and solid advice. Our appreciation
goes to FWA President Kim Weinrick, VP Karen Elinski and the rest of the FWA leadership, fellow
committees and the FWA office for providing valuable support, direction and assistance in our
endeavors. Last but not least, thanks to all Emerging Leaders Committee Members for their
commitment and participation.
Alice Globus
Allison Paz
Angela Staral
Bernadette Sebzda
Candice Ginsberg
Jocelyn Shields
Josette Robinson
Katherina Ansink
Laurie Liu
Marina Theodotou
Ophira Platt
Renee Emmet
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ENTREPRENEURS
Co-Chairs:
Alana McNichol, EA Linda A. Hamilton CPA PLLC
Diana Merenda, Client Lifecycle Solutions LLC
The mission of the Entrepreneurs Committee is to:
– Foster and support the growing entrepreneurial segment of the FWA by offering programs that
allow Members to explore entrepreneurship as a career option
– Provide opportunities for entrepreneurial business service providers to develop key
entrepreneurship skills to thrive in their businesses
– Provide a platform for FWA entrepreneur business service providers to develop strategic
alliances with fellow FWA entrepreneurs and with the FWA’s corporate Members
– Promote the FWA in the business community and foster the development of potential Members
Produced three events:
Entrepreneurs Networking Luncheon and Speaker: Tools for Growth and Tips for Taxes presented by
Linda A. Hamilton, CPA LLC (October 22, 2013)
– Luncheon and CPA-led discussion featuring former FWA Treasurer Linda Hamilton who shared
ways to leverage technology and resources to grow a business, and how to manage the taxes
that come hand-in-hand with growth. Reviewed options for cloud management tools and what
the new net investment income tax means for individuals, entrepreneurs and real estate
investors.
Disruptive Technology in Action: Business Solutions that Create New Customer Servicing Models
(February 11, 2014)
– Panel of women who discussed how their firm's disruptive technologies have revolutionized an
industry and further created new customer servicing models. Panelists included Alexa Von
Tobel, founder of LearnVest.com; Sonia Ahuja, EVP of Business Development and Strategy for
BrightScope.com; and Josefina Jervis, CEO of openDoctors247.com. Moderated by FWA
member Sharon Lewis, Strategic Planner at AARP.
– Co-sponsored with Membership Committee
Entrepreneurs Networking Luncheon and Speaker: Sales & Loyalty, Which Way Does Your Funnel
Face? Presented by Jeri Quinn, Driving IR Inc.
– Luncheon featuring Jeri Quinn discussing driving business growth by “flipping the funnel” and
turning current customers into advocates for your company. Review of how the world of the
Internet, social media and savvy buyers are changing the sales paradigm, and what business
owners can do now to harness the power of customer loyalty.
Full 100% committee participation in supporting the Annual Journal Ad
-- Plus a contribution from an FWA member outside the committee
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Provide opportunities for business owners and service providers to network and learn ways to
improve their businesses from each other as well as from other subject matter experts
Feature FWA Members if they have been engaged by another FWA Member. We are women
supporting women and what better way than providing services to fellow FWA Members! One
suggestion could be a “SHOUT OUT” standing section in the FWA Newsletter wherein an FWA
Member (perhaps from the membership committee?) could do a mock interview of the FWA
Member who was helped and the FWA Member who was the service provider. Another related
but different suggestion could be a standing but rotational section “Who Are Your FWA
Colleagues in the field of ______?” and then just feature the names. We need to be able to
search membership by functionality, not just name.
Have the FWA secure a standing venue within which all or most committee events can happen
with greater frequency
Continue to provide education to FWA Members and the business community at large
Special Thanks
To our venue hosts and sponsors:
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StoneShot, digital marketing agency specializing in financial services
Lattanzi restaurant
AlleyNYC, co-working space and entrepreneurial hub
To other FWA Members for extra help with our programs:
– Barbara Cohen, our Pillar Leader, whose guidance was invaluable
– Sharon Lewis, Strategic Planner at AARP, and Hermina Batson, VP, The Bank of Tokyo-Mitsubishi
UFJ, Ltd, for working closely with our team on the Disruptive Technology panel, and guiding the
co-chairs in membership recruitment
– Cornelia Levy-Bencheton, Jean Cleary, and the entire social media team for their guidance on
using FWA’s social media and promotion help for committee events
Carapellucci, Janice, Carapellucci Design
Charro, Esther, Spain-US Entrepreneurship
Ginsberg, Candace, Duval & Stachenfeld LLP
Knowles, Marian, Off Duty Chef, Inc.
Kolbun, Natallia, Citibank
Lemire, Katherine (Katie), Lemire LLC
Maksymiuk, Ela, Brevan Howard
Martorana, Maribeth, Moody's
Maybaum, Michele, Raich Ende Malter & Co LLP
McNichol, Alana, Linda Hamilton CPA LLC
Merenda, Diana, Client Lifecycle Solutions LLC
Novick, Deborah, Silver Lining NY
Seshadri, Singari, SparkUp.org
Somar, Leeta, Lesan Management
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EXECUTIVE LEADERS
Co-Chairs:
Stacy Lauren Musi, Managing Director at Chadick Ellig Executive Search
Diane D’Erasmo, EVP International, US Commercial Banking at HSBC
In 2007, we established the FWA Executive Leaders committee to create special events for seniorranking executive women. Designed to engage high-profile executive women with the FWA, our events
provide an opportunity for peer-to-peer networking in exclusive settings.
The FWA Executive Leaders events are invitation-only for a select number of qualified invitees, ranging
in number from 15 to 85. Often priced at $100-$150 per person, all or most of the event proceeds
benefit the FWA to fund financial literacy, mentoring, scholarships and other programs.
We are proud that high-end institutions have graciously hosted FWA Executive Leaders events in order
to support the FWA’s educational and philanthropic efforts, and to raise their own brand awareness
among this elite target audience.
Over the 2013-2014 season, we held three events including:
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An Evening with Irene Dorner. In the illustrious board room of Guggenheim Partners,
Committee Member Rehana Farrell led an intimate, roundtable discussion with Irene Dorner,
who is President & CEO of HSBC USA, Group Managing Director of HSBC Holdings, and American
Banker’s 2012 Most Powerful Woman in Banking.
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Private Event at MOMA. The exhibit’s curator led our group through a private showing of
“Designing Modern Women, 1980-1990,” and hosted a cocktail party at the Museum of Modern
Art.
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Women’s Project Theater (WPT). Hosted at City Center, guests enjoyed an intimate panel
discussion with Broadway Producer Arlene Scanlon and Jessica Jenen, the Executive Consultant
of WPT, about women in the business of theater and then enjoyed a performance of “The Most
Deserving.”
We will continue with our strategy in the upcoming year to raise the profile of the FWA among seniorranking executive women, as well as to provide them with an attractive venue and unique platform to
meet and network.
We are proud that a number of our attendees have subsequently joined the FWA, or become reengaged
with the organization, and we will continue to drive membership through our events.
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Special Thanks
Special thanks to Diane D’Erasmo and Rehana Farrell for our Special Evening with Irene Dorner.
Special thanks to Stacy Lauren Musi and Elaine Clark for arranging our MOMA event.
Special thanks to Raleigh Mayer and Kathryn Mayer for introducing FWA Executive Leaders to Women’s
Project Theater and helping to facilitate our special night at the theater.
We would like to thank all of the Members of our Committee for their continued support and teamwork.
Last but not least, we would like to thank the FWA office for all of their help.
Elaine Clark, Managing Director, Regional Head of Corporate Communications at ING Financial Services
Rehana Farrell, Chief Administrative Officer at Guggenheim Investments
Raleigh Mayer, Consultant, Executive Coach and “Gravitas Guru”
Patricia Preston, SVP Product Management - Excellence Development at Master Card
Leza Tellam, Former VP Corporate Relationships Group at MetLife
Alexandra Tyler, VP Integrated Campaign Management/Marketing at TIAA-CREF
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FINANCIAL BACKPACK
Chair:
Lindsay Starr, Morgan Stanley
The Financial Backpack program is designed to prepare students and young adults for real life after high
school in the areas of personal finance and financial security.
The primary focus is to ensure that Financial Backpack participants will have:
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Received the appropriate information to enable them to take responsibility for their financial
decisions
Developed an initial understanding of the financial services industry and its impact on the
economy
Created a basic financial plan to serve as a basis for future financial planning
Learned how to organize their personal finances and use a budget to manage cash flow
Understood the building blocks to create a simple investment strategy that ties to personal
financial goals.
The Committee sought out and leveraged additional partners in the New York City area to further their
goal in reaching more students during this sixth year of the program and in building audience for
subsequent years. We continued to refine and update the curriculum by adding more interactive
activities and highlighting top lessons for each module.
NOTE: While the original grant was for five years, we received approval from HSBC to extend the grant
for an additional two years.
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A continued partnership with the Virtual Enterprise International program, which provided
approximately 219 NYC high school students with instruction using our new case study
curriculum related to financial goals, budgeting, college financing through three workshops held
in fall, winter and spring. A subset of 129 students returned for workshops on investing, banking
basics and credit.
A one day workshop delivered to 56 students at Hunter College High School.
A series of seven weekly workshops that covered introduction to financial literacy for 31
students at the High School of Economics and Finance.
Workshop with 15 mentees from High School of Fashion Institute – delivered workshop on
Financial Goals and Banking Basics using new Case Study curriculum.
Workshop with 21 freshman at Murry Bergtraum High School – delivered workshops on
Financial Goals, Budgeting and Banking Basics using new Case Study curriculum.
The new case study-based curriculum has been getting great reviews from the students and
facilitators such as: relevant, realistic, real world, hands-on, interactive.
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Continue to expand our alliances with community partners and organizations
Continue to update the curriculum to be relevant to high school students and increase
interactive materials by using the Case Study method
Expand our outreach, enlistment, and training of an active pool of FWA volunteers
Work with FWA Task Force and FWA Advisory Committee to determine how to move forward
with Financial Backpack Program and funding after the HSBC Grant.
Special Thanks
To HSBC for their generous grant and ongoing support; to all the dedicated volunteers; and to the FWA
office for their help, in particular Gigi Collins, Program Director, and Karen Karpowitz, Interim FWA
Executive Director.
Marie Pedraza (HSBC representative), Mindy Youse‐Warde, Cecelia Beirne, Pat Addeo, Toni Tomai
June 30, 2014
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FINANCIAL LITERACY
Co-Chairs:
Cindy Gerhard, Citi
Audrey Whitworth, RR Donnelley
The Financial Literacy Committee seeks to enable adult women to take better control of their financial
lives by providing education on six critical areas of personal financial decision making. The education is
delivered in partnership with two organizations in New York City that offer job skills training programs
for women. They include:
– Grace Institute – Provides women with the skills to qualify them for entry level office work as
administrative assistants
– Non Traditional Employment for Women (N.E.W.) –Offers women training in the building trades,
e.g. construction, electrical work, and plumbing; enabling them to secure entry level
apprenticeship positions in the unions that can lead to full licensing in the trade.
The course is designed as a seven week program delivered in a classroom setting. FWA Members in the
Financial Literacy Committee team-teach each session. They are assisted by a Peer Trainer, a
representative of the student population, and a Peer Administrator, who handles the scheduling,
attendance, and distribution of materials for each of the sessions.
The core skills we teach are:
– Cash flow and budgeting
– Use of credit cards
– Getting out of debt
– Using benefits
– Taxes
– Investing to achieve your goals
Two programs were delivered this year. They include:
– Fall 2013 – The fall program was presented at N.E.W.
– Spring 2014 - The spring class was presented at Grace Institute.
For both institutions, the participants are recruited from past graduates of their respective program.
Between the two programs, we graduated approximately 40 students.
The sustainability of the committee’s work is an outcome of the approach that we use to recruit new
committee Members and train them to be eligible to teach the classes. We train the FWA Members by
having them observe the session they wish to teach. The following semester they are then eligible to
team-teach the session with another FWA Member. After that, they may teach it solo or train another
eligible FWA Member.
FWA Members benefit by sharing their knowledge and presenting the material before a group in a
relaxed atmosphere. FWA Members also train the Peer Trainer and Peer Administrator, who are both
recruited from the population of training program graduates.
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Following the successful completion of the program, participants who have completed six out of seven
sessions are invited to a graduation dinner, where they are presented with a certificate and a copy of
the book “No More Fear of Finance,” written by Ann Diamond.
The program was instituted in 2004, and this year marks the seventh year with N.E.W. and the fifth year
with Grace Institute. Each year, we identify a few initiatives to improve the program. This year, the
initiatives covered the course materials and the depth of our teaching roster.
– Course Materials – We focused on updating the handouts and teaching guides for the program
to reflect any changes in regulations and market conditions.
– Teaching Roster – We are always looking for Members who have an interest in teaching the
classes, especially those with specializations in bankruptcy and tax. This year’s successes include
participation by a new tax accountant to expand our roster on this topic, as well as five new
Committee members who attended our classes in preparation for conducting a session.
Teaching financial literacy is a dynamic process. The material must be kept fresh and updated. We
always need to expand our roster of volunteers to insure that we have enough trainers and coordinators
to run the program effectively. We are also frequently approached for suggestions on how to expand
the program to a wider audience and are actively looking for other organizations with which to establish
a partnership.
Special Thanks
We would like to express our gratitude to the FWA Educational Fund for sponsoring our program and
being supportive of our mission. To our partners at Nontraditional Employment for Women and The
Grace Institute, we could not do this without you. Thanks for recruiting such great women, giving us a
place to teach, choosing terrific peer trainers and administrators, and welcoming us to your
organizations. We have a phenomenal committee. Everyone has great intention and spirit and it is a joy
to work together. We would like to thank everyone who worked on the Financial Literacy Committee
this year and helped to achieve our goals.
In the 2013-2104 season, Audrey Whitworth succeeded Mimi Carroll as a new co-chair for the
committee. We would like to thank Mimi for her past leadership as the co-chair of the committee.
Maureen Carpenter
Mimi Carroll
Christine Cirillo
Ann Diamond
Nicole Fox
Nassim Geraili
Cindy Gerhard
Amy Josephson
Evelyne Klein
Rachel Lurie
Susan Martin
Karen Miller
Alana McNichol
Jeneia Mullins
June 30, 2014
Catherine Oberlander
Eva Rahmanides
Toni Savage
Toni Tomai
Erika Walker
Audrey Whitworth
Maggie Yuen
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-Engage and start the planning process as early in the year as possible
-Keep it fresh with new ideas and more diverse honorees and speakers
-Leverage all current assets and current corporate relations
-Is it time to explore other options other than just a dinner?
-Don’t depend on only table sales for revenue generation
-Be creative with new packages for corporate underwriting
Advisors: Katrin Dambrot, Susan L. Harper, Freddy Smith
Team Leaders: Margaret Darlow, Ichun Lai, Kalinka Moudrova-Rothman, Patricia Powers
Simone Vinocour, Snezana Zlatar
Members: Pat Cappeto, Lisa Chen, Charlene Cheng, Elaine Egan, Sanuber Bilguvar,
Betty Houtsma, Susan Migliaccio, Sereena Sawhney, Gerty Simon
Special Thanks
FWA Board Of Directors, Leadership Council, FWA Staff and Administration, President’s Circle
Committee, Marketing Committee, Speech Coaching – DiResta Communications, Inc., Video Concepts,
Grand Hyatt, New York, PEP Productions, Ariston Floral Boutique, Harold Heckler & Associates, Heather
Gulling Graphic Design, MSB Graphics, Website design and slides from Lisa Buddenhagen of the FWA,
and our Baruch Mentees.
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ANNUAL DINNER - WOMEN OF THE YEAR AWARDS
Chair
Tina M. Vizzini, TMV Consulting
Steering
Committee
Kimberly Weinrick, Maureen Adolf, Tina M. Vizzini, Karen Karpowich
The event held on April 23rd at the Grand Hyatt in New York City is the FWA's primary fundraiser that
supports the FWA of New York Educational Fund's scholarship, mentoring, financial literacy and
professional development initiatives. This year, the organization marked the 30th Anniversary of the
Awards. On hand was one of the Founding Members of the FWA, and second President Joan Williams
Farr who was honored from the Dias by the 500 members and guests. Additionally, a special video was
shown that marked FWA Firsts and featured other highlights from our illustrious past.
Our 2014 FWA Women of the Year Honorees were Martina Hund-Mejean, CFO of MasterCard and Vicki
Fuller, Chief Investment Officer of New York State Common Retirement Fund. Both Honorees spoke of
their respective paths to achievement as well as the continuing need to create a more inclusive, diverse
workplace for women on Wall Street and in financial roles across multiple industries.
In addition to our Honorees other featured speakers were FWA Mentees Kaiv Abreu from Murry
Bergtraum High School and Halina Karatayeva from Baruch College, who spoke of their experiences and
challenges and acknowledged the support of their FWA Mentors Patricia Lucey and Marline Alexander.
In the second half of the program was a moving tribute to the late Muriel Siebert, reprising her video
from the “Makers Series” that was shown at last year’s Annual Dinner. Ms. Siebert was the First Woman
of Wall Street, an FWA Member and the 1994 FWA Woman of the Year.
Gail Brewer, Manhattan Borough President, presented FWA President Kimberly Weinrick with a special
Proclamation declaring April 23, 2014 as “FWA Appreciation Day” in New York City.
The dinner was again emceed by Tyler Mathisen, "Power Lunch" Co-Anchor & VP, Strategic Editorial
Initiatives and Co-Anchor "Nightly Business Report" of CNBC, who kept the dinner entertaining.
For a second year in a row with the help of a $25,000 matching grant from our
President's Circle Partner BMO Capital Markets, FWA was able to raise an additional
$65,000 over and above our corporate table, advertising and ticket support.
Christine Farkas, BMO Managing Director & Head, U.S. Equity Research announced that
the FWA would again be a recipient of Equity Through Education Trading Day Grant on
Sept 24, 2014. This marks the tenth year of the program.
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HOLIDAY BENEFIT
Co-Chairs:
Fran Smyth, Green:Inspired:Art
Sheila Colucci
The Committee’s purpose is to plan and execute the FWA’s Annual Holiday Benefit, which serves as both
the FWA’s signature holiday event as well as a fundraiser for the Educational Fund.
Objectives for 2013-2014 diverged from the past in that the theme of the event, which was held at the
Consulate General of the Federal Republic of Germany in New York, tied directly to the year’s
international theme of Germany and the EU as well as to the venue for the International Conference,
which was Berlin.
Additionally, the Committee diverged from the practice of holding a raffle during the event and instead
held an online auction through Charitybuzz, which produced revenue manifold the amount of the past
raffles by better monetizing the high-value items that were donated. This provided significantly more
return and contribution to the Educational Fund.
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About 160 attendees…the maximum the venue could accommodate
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Proved the assumption that an online auction of donated items would provide significantly
higher revenue for the Ed. Fund than the raffle format
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High-level, on-topic speaker Joyce Chang
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Two Presidents’ Circle firms were added during the 2013-2014, SAP and Delta, whose first
exposure and subsequent interest in the FWA were generated through this event
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New Members to the FWA directly related to their first exposure to FWA through HolidayFEST
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International Conference was sold out in large part through interest generated by HolidayFEST
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High value sponsors (e.g. Noerr and SAP) were generated for the International Conference in
Berlin, providing both direct cash as well as in-kind support through space and food in Germany
It appears from anecdotal evidence that there is a split between those who felt that the event was too
“business” oriented rather than “party” oriented and would like to return to the format of having the
Holiday Benefit strictly as a networking and celebratory event. Those that felt the event was worth their
time thought so because of the high-level speaker and business networking opportunities created by the
German Consulate’s invitation of many non-member guests not generally seen at FWA events. These
June 30, 2014
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anecdotal comments appear to be largely divided along generational lines and it behooves the
organization as a whole to balance between retaining old traditions, while still providing a forum that it
interesting and attracts a younger cohort to the FWA. This younger cohort represents the future of the
FWA.
It is also important to keep in mind the level of corporate interest and subsequent “joining” as
Presidents’ Circle members are present at the HolidayFEST.
Special Thanks
We thank the following special contributors HolidayFEST who provided space, beverages and speakers:
The Consulate General of the Federal Republic of Germany, New York
Joyce Chang, J.P. Morgan
Katrin Dambrot, Dambrot and Company
And thanks to the following contributors of goods and services to our online auction:
Patti Domm and CNBC
Robert Heier, photography
Susan Littman, photography
Lisa Mezzetti
Alice Sachs Zimet
Delta Airlines
Gingold Theatrical Group
Le Cirque Restaurant
NASDAQ
Portofino Dreams, LLC
FWA’s President Kimberly Weinrick for her enthusiasm, effort, time and advice and 11th hour help with
a speaker.
For their patience, help and good humor, FWA’s Headquarters, including Interim Executive Director
Karen Karpowich, Brisejda Gjoka, and Lisa N. Buddenhagen.
FWA Members and Committees
Katrin Dambrot, Dambrot and Company
Patti Domm, CNBC
Cornelia Levy-Bencheton, Mindsink Strategic Solutions
Lisa Mezzetti, retired attorney
Ray Pellecchia, Zito Partners
Frederick J. Smith, UBS Financial Services, Inc.
The Global Agenda & Outreach Committee
The Membership Committee
The Men’s Alliance Committee
The Strategic Marketing & Communications Committee
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PRESIDENT’S CIRCLE
Chair:
Lily Klebanoff Blake, Klebanoff International
Formed in 1998, the FWA President’s Circle serves as the official corporate sponsorship program of the
FWA. By working together as strategic partners, the FWA and its President Circle supporters advance
the FWA’s core mission to accelerate the success and leadership of women in the financial community
across all industries.
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Strengthened and maintained excellent relations with President’s Circle firms based on solutionbased partnerships, which help President’s Circle firms achieve their business goals; developed
joint plans and goals for the year with each firm
Met annual revenue target, providing nearly 50% of overall revenue for the FWA
Four new firms joined President’s Circle: Delta, Merrill Lynch/Bank of America Corporation, PwC
and SAP
Continued partnership with Forbes for the fifth year by developing a special section for the
Forbes December 2013 Investment Guide, which was distributed to 2,500 attendees at the
World Economic Forum in Davos in January 2014, at the FWA’s Annual Dinner, and as marketing
material throughout the year
Held two successful President’s Circle Best Practices Breakfasts, attended by nearly 150 people,
providing thought leadership on key issues such as: Measuring Success in Closing the Corporate
Gender Gap and Maximizing Your Multicultural Potential: Team Building and Leading in a Global
Workplace
President’s Circle firms sponsored 27 FWA events and provided speakers for additional events,
worked with FWA committees and Member firms to ensure success of events
President’s Circle firms sponsored seven Wall Street Exchange events
President Circle firms took 22 corporate tables at the Annual Dinner.
One President’s Circle firm hosted 11 FWA Board meetings, while another hosted six FWA
Leadership Council meetings.
Accomplished all of the above with no dedicated staff support, necessitating President’s Circle
Committee Members to take on many administrative tasks.
– Work with President’s Circle firms to review the President’s Circle Program and the benefits
offered to each firm
– Provide a dedicated staff member to support the work of President’s Circle, including
administrative functions, all bill submission and processing, and data base management
– Continue to strengthen and enhance relationships with existing President’s Circle firms
– Recruit additional firms for the President’s Circle
– Continue to provide access to thought leadership and opportunities to share best practices for
Members of President’s Circle.
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Special Thanks
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Kimberly Weinrick, FWA President, for her strong support of the President’s Circle Program
The President’s Circle representatives at all of our Member firms and their colleagues for their
cooperation, help and support
Karen Karpowich, FWA Interim Executive Director, Lisa Buddenhagen, FWA Director of
Operations and Technology, Brisejda Gojka, Administrative Assistant, and Gigi Collins for their
assistance.
Most especially, all the Members of the President’s Circle Committee (see list below) for their
outstanding work with the Member firms, their dedication, their help with event planning and
oversight, and their willingness to take on many additional tasks this year and for making
everything work so smoothly.
Stephanie Ackler
Joanne Brady
Sheila Colucci
Suzanne DiSabato
Liz Farrar
Louiza Ferrara
Lynthia Romney
Val Simson
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GLOBAL AGENDA Co‐Chairs: Donna LaSpina, BNP Paribas Simone Vinocour, RBC Capital Markets Janet Zagorin, Sidley Austin (Vice Chair) Committee Purpose and 2013‐2014 Objectives The objective of the Global Agenda & Outreach Committee is to “bring the world to the FWA” by exploring issues that have a current impact on the economies and markets in both the developing and developed world. Our focus is to present programs which offer a dialogue on political, economic or financial issues that are important for FWA Members and guests to be better versed on international themes and their interconnection with U.S.‐oriented financial topics. Accomplishments/Highlights This past year, we were proud to organize successful events on important topics that served to educate attendees, as well as to provide them with diverse new perspectives. They include: – “Hot Topics” – This year, our committee meetings were started with a 15 minute focus on a particular topic to better educate Members on international issues. Topics were: German elections, overview of the status of Dodd‐Frank, and review of the highlights from the 2014 International Conference to Berlin. We will continue this practice, as it benefits our most active committee Members. – MoMA Private German Art Tour – In support of the International Conference to Berlin, the committee arranged a private tour exploring MOMA’s installations of some of the most innovative and intriguing German artists from the last 50 years including Gerhard Richter, Sigmar Polke, and Joseph Beuys. Following the tour, an informal lunch was held at nearby Brasserie Cognac, where participants continued the conversation on the history and highlights of MOMA’s impressive collection of 20th century German art. (January 12, 2014) –
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4th Annual BNP Paribas Economic Outlook for the European Union ‐ This panel explored the current state of the economies and financial markets of the EU, featuring BNP Paribas staff conversant with European current affairs, the banking industry and investment climate, and the regulatory environment. The panel was moderated by correspondent Tracey Alloway of The Financial Times. Attendees were able to draw perspectives on growth concerns, market indicators, and current expectations for the EU economies. (March 6, 2014) For the second year in a row, the Committee sponsored a half‐page ad in the annual Dinner Journal, with contributions from Members, spearheaded by Simone Vinocour. (April 23, 2014). FWA 2013-14 Annual Report
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Recommendations for the Future The feedback from all our events have been extremely positive and new Members have enjoyed being part of an active, successful committee where each person can make a contribution. We will continue to have our “hot topics” featured during meetings and will continue to rely on our Members’ areas of both interest and expertise to help guide and shape the programming. We also would like to form a working group within the committee dedicated to the outreach portion of our mission. This would help us connect with and guide local women, whom the FWA has met through its various recent international conferences. Events planned for 2014‐2015 include: – 5th Annual BNP Paribas Eurozone Panel – a milestone event! – Panel on Africa – One Global Outreach initiative – Possible panel on global career mobility – One cultural event connected with the 2015 International Conference Special Thanks We would like to especially thank: – BNP Paribas for the flawless execution of its 4th Annual Eurozone Panel under the leadership of Donna La Spina. Special thanks also go to Karen Mahoney, Eileen Isola and the expert panelists. – Janet Zagorin and Simone Vinocour for their planning of the MoMA event on German art. We appreciated the participation of Messrs. Kai Hennig and Kai Tomzig of the Consulate of Germany in New York. – We would especially like to thank President Circle firms such as BNP Paribas, RBC Capital Markets and Sidley Austin for hosting our committee meetings. – We also would like to thank Kim Weinrick, Nina Batson and Ichun Lai for their unceasing support of all our endeavors. – Finally, we would like to thank our dedicated Members who have contributed to the success of our programs and worked hard to help us gather information for our various events for this year and the next. It is a pleasure to work with you all! FWA 2013-14 Annual Report
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Participating Committee Members Donna La Spina (Co‐Chair) Simone Vinocour (Co‐Chair) Janet Zagorin (Vice Chair) Elizabeth Armetta Lily Klebanoff Blake Mary Ann Callahan Stephanie Chau Marjorie Churgin Katrin Dambrot Violet Diamant Tom Dragone Janice Dru FWA 2013-14 Annual Report
Karen Elinski Helene Fisher Meredith Fisher Debra Flanz Danielle Gubitosa Eloner Habtezghi Amanda Hale Sadia Halim Inwa Hu Elizabeth Hussey Eileen Isola Ichun Lai Caren Lerner Linda Lerner Starlin Leitner June 30, 2014
Dominique Martinet Sarah McClintock Lidija Nikolic Barbara Rand Donna Sabb Shikha Sangeeta Elizabeth Shapiro Lene Skou Teodora Spasova Annette Stewart Jacqueline Walcott Andrea Williamson Page 34 of 84
IMPACT INVESTING Co‐Chairs: Nelun de S. Wijeyeratne, Consultant, McGraw Hill Financial Patricia Addeo, Veris Wealth Partners Committee Purpose and 2013‐2014 Objectives The FWA Impact Investing Committee’s primary role is to build awareness of impact investing and to mobilize new ideas and networks in this dynamic and growing investment discipline. The committee organizes panel discussions and conversations featuring distinguished speakers with expertise in this space including financial institutions and banks such as UBS, JPM, Goldman Sachs, double bottom line investors, innovative social enterprises and academia. Our goal is to keep abreast of the ever‐changing impact investing universe by inviting thought leaders to update the FWA membership and the larger public on trends, investments and business opportunities in this space. Accomplishments/Highlights Impact Investing: A Primer on Impact Investing from the Market Makers – Explored impact investing with panelists from major foundations, banks, and private firms who have broad experience in this field (Ford Foundation, Rockefeller Foundation, MicroVest, TriLinc Global, and JPMorgan) – Created a dialogue with practitioners on their experiences in the impact investing space including size of market opportunity and industry potential – Revealed trends and outlooks in public and private financing Fireside Chat on Leadership: Dick Parsons – One‐on‐one interview with Mr. Parsons and Sarah Smith, Controller and Chief Accounting Officer of Goldman Sachs. Goldman Sachs, an FWA President’s Circle firm. – Mr. Parson highlighted his current involvement in impact investments in sub‐Saharan Africa through his newly formed PanAfrican Investment Co. His mission is to invest in opportunities that bring solutions that lead to development and economic growth in the region. The Role of Sustainability Standards in Making Investment Decisions – Moderated by PwC with panelists from UBS, BlackRock, Alliance Bernstein discussed the challenges integrating ESG data as it stands today: unreliable, not comparative, and unmeasurable – Comparative and measurable ESG data is necessary to estimate ESG risks and quantify the true value of a company. – SASB is working to establish standards to help create a common language, reduce the use of speculation and tie ESG strategy closer to the nexus of the business model. Other activities: – The Lenore C. Albom Microfinance Initiative will raise funds to support a leadership program in the microfinance space FWA 2013-14 Annual Report
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Recommendations for the Future Focus on events highlighting microfinance initiatives that are having measureable impact around the globe and women leaders involved in impact investing providing their thoughts on how to integrate it into corporate social responsibility. Special Thanks Special thanks to the following: Corporate sponsors: JP Morgan Chase, Goldman Sachs, UBS, Event panelists: Ford Foundation, Rockefeller Foundation, MicroVest, TriLinc Global, PwC, BlackRock, Alliance Bernstein Lily Klebanoff Blake FWA office staff, with special recognition to Lisa Buddenhagen Event support from the Committee Members ‐ Sophia Tran‐Vu, Singari Seshadri, Elena N Gerasimova, Michelle Dawidziak, Naeemah Lajoie, Monique McClure, Susan Hume To the many FWA Members who enthusiastically support impact investing Participating Committee Members Enjoli Baez Michelle Dawidziak Courtney Eudaly Elena N Gerasimova Susan Hume Michael Krokosz Naeemah Lajoie Maureen McCarthy Monique McClure Aleksandra Pacholek Singari Seshadri Sophia Tran‐Vu Helen Wey FWA 2013-14 Annual Report
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INTERNATIONAL CONFERENCE
Co-Chairs:
Katrin Dambrot, Dambrot & Company
Lisa M. Mezzetti, Retired Attorney
The Committee’s purpose is to design, develop and implement the FWA’s annual International
Conference. This year, the delegation traveled to Berlin, The Federal Republic of Germany. Each year
the FWA, in particular its President for the year, selects a destination where business and investment
opportunities are developing in dynamic ways. The International Conference provides a unique
opportunity for the FWA delegation to meet with key leaders of the finance, business and government
communities in the selected country, allowing for a substantive exchange of ideas, fact-finding and new
business connections.
This year marked the first time that the Conference – begun in 1977 and held annually since 1985 – was
held in Germany. FWA’s year-long focus on the themes of Capital Markets, Technology, Leadership and
Mentoring were woven into the Conference in Berlin.
Related Pre-Conference Events:
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The HolidayFEST, FWA’s December 2013 holiday benefit held at the Consulate of the Federal
Republic of Germany in New York, which coordinated with the International Committee on
subject matter and speaker (and very good food!).
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“Come in From the Cold! A Private German Art Tour at MOMA”, held in January 2014 and
sponsored by the Global Agenda and Outreach Committee.
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“Ein Feb-BREW-aryFest (FWA’s version of OktoberFest)”, held in February 2014 and sponsored
by the Men’s Alliance Committee.
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“The Fourth Annual FWA/BNP Paribas Economic Outlook for the European Union”, held in March
2014 and sponsored by the Global Agenda and Outreach Committee.
The International Conference, Berlin- March 16 to 21, 2014:
The Conference opened with a city bus tour, and our first day ended with a reception hosted by the
United States Embassy with remarks by our keynote speaker, Ambassador John B. Emerson. Over the
next three days, our agenda included 16 sessions with 39 speakers. They included our second keynote
speaker, Elizabeth Corley (Chief Executive Officer of Allianz Global Investors, and bestselling crime fiction
novelist); Dr. Elke Koenig (President of the German Federal Financial Supervisory Authority); Camille Fohl
(Chairman of the Management Board -- Germany, BNP Paribas); Claus Tigges (Regional Bundesbank
President for Berlin and Brandenburg); Dr. Christine Hohmann-Dennhardt (Member of the Board of
Management of Daimler AG – Integrity and Legal Affairs); and Dr. Daniel Yergin (Vice Chairman of IHS,
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Founder of Cambridge Energy Research Associates and Global Energy Expert for CNBC). A partial listing
of the topics includes The European Union Banking Institutions and their future, “Fueling Germany: How
a New Energy Paradigm Affects German Competitiveness”, “The U.S. and Germany as Transatlantic
Economic Partners”, Post-Crisis Regulation in the U.S. and Europe, The Challenges to and Opportunities
for Financial Institutions in Central and Eastern Europe, and Compliance and Integrity Issues and their
Importance for German Businesses in the Global World. We had a Women in Leadership panel, a press
panel, a presentation on the economic outlook for 2014, and panels on The Impact of Technology on
Business and Quality of Life and the Role of Women Technology Entrepreneurs. We visited the site of
The Factory, Google’s incubator for start-up technology and other companies, enjoyed a night at the
Berlin Philharmonic, and visited The Jewish Museum.
After the Berlin Conference, part of our delegation continued on to Vienna, Austria, which included
meetings with local business professionals and other presentations.
We had 11 corporate sponsors for the Conference and its related events, one of which became a
President’s Club member.
For the full agenda and biographies of our distinguished speakers, a more complete description of our
varied and substantive events, and articles written by our delegation about various sessions, please
review the International Conference Briefing Book and other links set forth at the International
Committee’s page and the Events Archive section of the FWA website.
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Prior Committees have recommended that we build more specifically on the connections made
during the International Conferences. We agree that this would be beneficial, by creating
opportunities and new relationships for our delegation. We should explore whether the
delegation would participate in such events and desires such follow-up in a formalized manner,
or whether their personal follow-up is preferred. This should be put in place before future
Conferences, for maximum effect through planning during the Conferences.
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Consider a follow-up event at which the delegation would discuss the Conference with the
broader FWA community in order to pass along what we learned and opportunities that were
flagged
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Hold a New York City reunion event for the delegation, and schedule it before the Conference
takes place, to continue the connections made among the participants
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Reconnect with the corporate sponsors, and give them opportunities to sponsor additional
events with the FWA to show them the value of their relationship
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Continue the valuable practice of asking delegation members to write articles about certain
sessions and their experiences – established this year by President Kim Weinrick – to provide a
history of the specific value of the International Conferences.
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Consider the length of the Conference and whether more days can be added, perhaps utilizing a
weekend, to allow for more optional sessions and/or cultural visits
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Special Thanks
We thank the following special contributors to the International Conference:
Our corporate sponsors, who provided speakers, hosted the delegation and events, and allowed this
International Conference to be successful on so many levels include:
Alphagraphics
BNY Mellon
BNP Paribas
Deutsche Bundesbank, Eurosystem
The Consulate General of the Federal Republic
of Germany, New York
Daimler AG
Google
Noerr LLP
SAP
Taplow Executive Search
Wells Fargo Advisors
The Unites States Embassy to Germany
FWA’s President, Kimberly Weinrick, for her enthusiasm, effort, time and advice provided before and
throughout the Conference.
For their patience, help and good humor, FWA’s Office Staff including Interim Executive Director Karen
Karpowich and Brisejda Gjoka, and especially Lisa N. Buddenhagen, who provided work and advice on
the marketing and communications concerning the Conference, all of the coordination on the Briefing
Book and follow-up documents, was the Conference Photographer and gave unending support to the
co-chairs.
FWA Members and Committees
Lily Klebanoff Blake, Klebanoff International
Joanne K. Brady, Northwest Mutual
Marina Bykova, Maxima Solutions GmbH and Maxima Invest GmbH
Elaine Clark, ING Financial Services LLC
Sheila Colucci, The Chatham Group
Patti Domm, CNBC
Deborah H. Kaye, BNY Mellon
Donna La Spina, BNP Paribas
Linda Lerner, Crowell & Moring LLP
Cornelia Levy-Bencheton, Mindsink Strategic Solutions
Raleigh Mayer, The Gravitas Guru, Raleigh Mayer Consulting
Ray Pellecchia, Zito Partners
Valerie J. Simson, Badger Financial Group
Frederick J. Smith, UBS Financial Services, Inc.
Simone Vinocour, RBC Capital Markets
Nelun De Silva Wijeyeratne, Independent Consultant, McGraw Hill Financial
Robert Windrem, NBC News
Janet S. Zagorin, Sidley Austin LLP
The Global Agenda & Outreach Committee
The Membership Committee
The Men’s Alliance Committee
The President's Circle/Corporate Sponsorships Committee
The Strategic Marketing & Communications Committee
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INVESTMENT POLICY
Chair:
Stephanie Ackler, CFA Ackler Wealth Management of Wells Fargo Advisors
The mission of the Investment Policy Committee is to oversee the Board’s on-going policy, process,
guidelines and management of the fund balances and investments in the Business League and
Educational Fund accounts of the FWA.
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Maintained and updated a board approved “Mutual Fund List”
Maintained monthly, continously updated investment summary reviews and held regular
quarterly IPC meetings
Updated the FWA Board quarterly
Maintained IPC Operating Guidelines for clearer on-boarding of new committee Members
Maintained Overview of Governing Documents and Procedures of the IPC
The committee recommends continuing the quarterly reviews of all the FWA investment portfolios. In
addition include semi-annual reviews to discuss any re-balancing needed. Approve withdrawals of up to
2% of the portfolio balances (total 4% annually) to fund into the respective ‘reserve funds’ for the
Business League and Education Fund (non-restricted account) when necessary. Continue to monitor and
maintain the board approved ‘Mutual Fund Investment List’ for any changes that are needed to this list.
Special Thanks
Special thanks to Kimberly Weinrick, President 2013-2014 and all the terrific, hardworking Members of
this committee!
Voting Members: Stephanie Ackler: Ackler Wealth Management of Wells Fargo Advisors, Elaine Gilde:
Grove Street Capital, Christiane Olsen: UBS, (new) Patricia Haverland, Siemens Capital Company
Non-voting Members: Kimberly Weinrick: FWA President, Michele Maybaum: FWA Treasurer
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MEMBERSHIP
Co-Chairs:
Hermina “Nina” Batson, The Bank of Tokyo-Mitsubishi UFJ, Ltd.
Julia Hollander Campbell, SeniorBridge
Charles Bernard, Criteria for Success, Inc.
The Membership Committee recommends membership policies and oversees Member development,
selection and integration. It also organizes recruiting events, including on-site corporate events.
The mission of the Membership Committee is to strengthen the membership value proposition and
increase member engagement and recruitment.
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Exceeding our membership enrollment and revenue goals
Implementing automatic rolling renewals
Producing the following events, with help from the Membership Programming Committee cochaired by Sharon Lewis and Ichun Lai:
o Summer Breeze Soirée
o Speed Networking
o “One Big Happy Workplace Family” panel discussion
o Disruptive technologies panel discussion (jointly with Entrepreneur Committee)
o Art of Storytelling (jointly with Men’s Alliance)
o Public Speaking Series (jointly with Men’s Alliance)
Ms. Batson will remain as co-chair, while Julia and Charles will rotate off chairing the Committee, so new
co-chairs will need to be recruited and selected. We recommend that Nicole Fox and one other
volunteer be recommended for these positions.
We should set aggressive targets for membership growth due to the improved automatic renewal
process, the strong momentum that we have maintained in enrollment throughout the past year, as well
as our expectation that we will have a strong new Executive Director. We recommend that the new ED
make growing the organization’s membership with emerging as well as advanced leaders a top priority.
Should Nicole accept and be appointed as co-chair, she will need to be replaced by another volunteer as
the Committee Secretary.
We should revisit producing targeted high-profile events that will attract new Members that fit the FWA
demographic.
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Special Thanks
Special thanks to Hermina Batson, who has worked tirelessly in her role not only as co-chair but also as
Chief FWA Ambassador. She has taken on the lion-share of the leadership and management of the
Membership Committee this past year. We also want to extend special thanks to Membership
Programming Committee Chairs Sharon Lewis, Ichun Lai, Daisy Platt, Sherry Rodriguez; our committee
secretary, Nicole Fox; our hosts, underwriters and all our committee members who actively participated
in our meetings and events.
Thanks also to our Committee Vice President Barbara Cohen, and the FWA office staff who supported
us, especially Lisa Buddenhagen in providing us with timely membership reports and Jamie Epstein who
jumped right in to assist our committee within days of joining the FWA office team.
Ashby, Lynette
Bandera, Natalia
Brady, Joanne
Davis, Ria
DiGangi, Petrina
Dru, Janice
Estepan, Rosa
Fox, Nicole
Griebert, Brenda
Kuehn, Laura
Lai, Ichun
Lakatos, Susan
Lewis, Sharon
Medina, Silvia
Platt, Marguerite (Daisy)
Rodriguez, Sherry
Raitzin, Angela
Rush, Patricia
June 30, 2014
Sklar, Lydia
Stewart, Annette
Strong, Susan
Suydam, Emmy
Tyler, Alexandra (Alex)
Victor-Littrean, Rita
Warren, Mee
Walden, Sherry
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MEMBERSHIP PROGRAMMING
Co-Chairs:
Sharon Lewis
Ichun Lai
The role of the Membership Events Committee is to provide engaging activities that promote both
personal and professional development, strengthening Member connections and inviting guests who
want to experience the best of the FWA hospitality.
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Summer Breeze Soirée
Speed Networking
“One Big Happy Workplace Family” panel discussion
Disruptive technologies panel discussion (jointly with Entrepreneur Committee)
Art of Storytelling (jointly with Men’s Alliance)
Public Speaking Series
Continue with themes that include personal growth and development, games for strategy and
competitive thinking, as well as cultural enjoyment. Experiment with recruiting through joint events
with non-competing organizations.
Special Thanks
Special thanks to hosts and underwriters including Sidley Austin LLP, DLA Piper, Citrin Cooperman,
StoneShot, and Alley NYC.
Additional recognition to our guest speakers and FWA Members who made the events possible
including: Karol Ward, Marianne Ruggiero, Jerome Deroy, Alexa Von Tobel, Sonia Ahuja, Josefina Jervis,
Diana Merenda, Tony Coretto and Nancy Ancowitz.
Hermina Batson, Charles Bernard, Charlene Cheng, Marcie Levy
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Men’s Alliance
Co-Chairs:
Deborah Kaye, BNY Mellon Bank
Freddy Smith, UBS
Charles Bernard, Criteria for Success, Inc.
Further our mission through fun and substantive events that support women’s career growth, especially
leveraging men’s position in the business community to empower women to be more successful at
work.
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Feb-BREW-aryFest, sponsored by Noerr LLP
Masterful Public Speaking 3 part series – co produced with the Membership Committee
The Art of Story-Telling – co-produced with the Membership Committee
Intra committee dialog Gender Bloopers and Other Insensitive Comments Unlimited
Recruited approximately six new FWA Members
The Men’s Alliance co-chairs are retiring this year and will need to be replaced. Tony Coretto, Stephen
Zweig, and Ria Davis are possible candidates. It is also suggested that the opportunity to lead this
committee be presented to other co-chairs and Members via an announcement at the Leadership
Council and the newsletter to the entire FWA membership.
We should determine the continued purpose of men in the FWA in general and allow the Men’s Alliance
to support this mission.
The Men’s Alliance should recruit a committee secretary.
We should revisit producing targeted high-profile events that will attract new Members that fit the FWA
demographic.
Special Thanks
Special thanks to Freddy Smith, who has taken on the lion-share of the leadership and management of
the Men’s Alliance committee during the second half of the year, our secretary Carol Liivolsi, our hosts,
underwriters, and all our Committee Members who actively participated in our meetings and events.
Thanks also to our Committee Vice President, Barbara Cohen and the FWA office staff who supported
us.
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Ancowitz, Nancy
DiResta, Diane
Bernard, Charles,
Co-Chair
Bolisay, Corrine
Cappeto, Patricia
Dodd, Jason
Coffman, Deena
Cohen, Stephen
Coretto, Tony
Crost, Katharine
Davis, Ria,
Secretary
DiPuma, Michelle
Dragone, Thomas
Farrar, Elizabeth
(Liz)
Fillet, Vicky
Greenwald, Joel
Gummer, Katie
Handel, Janet
Harper, Susan
Honig, Stephen
Kaye, Deborah,
Co-Chair
Kipness, Mindy
Klebanoff Blake,
Lily
Lerner, Linda
Levi, Marleen
(Molly)
Levy-Bencheton,
Cornelia
Dru, Janice
Livolsi, Carol A.,
Ambassador
Maese, Vivian
Mayer, Raleigh
McNeil, Stephen
Menon, Shirin
Migliaccio, Susan
Nierenberg,
Andrea
Perrier, Michael
Etherington, Rae
Seneca, Catherine
(Cathie)
Smith, Freddy, CoChair
Faccine, Gerri
Zichy, Shoya
Zweig, Stephen
Fisher, Robin
France, Monique
Gmora, Barbara S.
Gubitosa, Danielle
Hollander
Campbell, Julia
JeanFerrell, Lissa
Kannao, Paula
Nkongho, Nnena
Patricia
O’Callaghan,
Anthony J.
Peterson, Shirley
Pontrelli, Anne
Raitzin, Angela
Rand, Barbara
Rhoderick, Jay
Ronan, Kevin
Sauer, Laura
Strong, Susan
Vizzini, Tina
Zoll, Jena
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MENTORING Co‐Chairs: Françoise Jeanpierre; Columbia University Medical Center Beth Dorfman; Bank of America Committee Purpose and 2013‐2014 Objectives The Mentoring Committee brings to life the FWA's mission to connect, educate, and advance women to the next generation of business leaders. Since 1986, the committee has provided one‐on‐one mentoring, beginning at the high school level at Murry Bergtraum HS for Business Careers and in 2002 with a program at Baruch College. Mentors share their professional knowledge and experience with mentees and assist mentees in developing critical thinking skills and in developing confidence in making wise choices. According to the NYC Department of Education website, Murry Bergtraum has a 61.7% year graduation rate and a 42.2% college enrollment rate. Since inception, all MBHS mentees have graduated and enrolled in college. As detailed below, the high school program has been focused on making the mentees into more confident, competitive and attractive college applicants with the goal of obtaining acceptances and scholarships at more selective colleges. Educational, cultural and social programs serve to widen the mentees' world and experiences. As a testimony to the success and importance of this program, attached to this report are several essays from MBHS seniors reflecting on the significance of our program in their lives. The Baruch College program is more focused on career and professional development. As listed below, we had a number of very successful programs targeted to beginning careers and advancement, as well as developing networking and presentation skills. In a very challenging economic environment, our Baruch mentees demonstrate a high degree of success in landing internships and full time employment. The Committee will be testing an online community through Google Groups. The online community will be a way to keep the Murry Bergtraum graduates/FWA scholarship recipients connected to the FWA and to provide support during college years. Bergtraum grads are generally scattered among various colleges and the FWA and Mentoring Committee wish to continue to stay connected with them. Accomplishments/Highlights Murry Bergtraum High School – October 201‐ Kick Off Welcome Back event for Mentors/Mentees – October 20, 2013‐ Program on Writing the College Essay‐ Emily Stone – Fall 2013‐SAT refresher course for Seniors, prep for Juniors. Instituted PSAT prep for Sophomores – Fall 2013‐ Distribute and review updated information on scholarships and diversity recruitment to mentors and mentees – Fall 2013‐ Update and distribute "College Binder" to all new mentors and mentees – Fall 2013‐ Upgrade programming for mentee weekly (7:30a.m. meeting). Discussions have included a review of scholarship opportunities and diversity recruitment information – November 2013‐ Mentee community service project, food kitchen Thanksgiving FWA 2013-14 Annual Report
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April 10‐12, 2014‐ College Visit‐ Overnight school‐sponsored visit to three colleges in Massachusetts: Northern University, Boston University, and Tuffs University April 8, 2014 – Mentors only meeting June 18, 2014‐ Closing Dinner Baruch College – September 12, 2013: Fall Kick‐off luncheon for mentors and mentees – October 24, 2013: Networking: FWA Mentor Patricia J. Kozu moderated a panel discussion featuring FWA mentors and a former FWA mentee. The panel shared their experiences about building and leveraging an effective, diverse career support network – November 21, 2013: Ora Shtull, Executive Coach and FWA mentor, discussed leadership presence and the top three tools successful professionals use to shine in the work place. The mentees received an autographed copy of Ora’s book: “The Glass Elevator: A Guide to Leadership Presence for Women on the Rise.” – February 6, 2014 – Baruch Mentor, Yolanda Crawford, conducted a panel of fellow employees form BNY Mellon. They led a discussion about ways in which the mentees could focus their careers in the first year after graduation. The focused on setting strategic career goals and suggested key activities for accomplishing them. – April 10 2014‐Personal Branding: A presentation by Laura Hill, President of Careers in Motion, about personal branding, how to develop a personal message and techniques for self‐
promotion. – June 4, 2014‐ Closing diner for mentors and mentees Joint Programs – June 2013‐ Active recruitment of five new mentors as a follow up from the Ed Fund dinner. December 2013 Holiday Event‐ Lunch and performance of Stomp at the Orpheum Theater attended by mentors/mentees of both programs – May 2013 –Bowlmore at University Place for mentors and mentees of both programs Recommendations for the Future Murry Bergtraum High School – The program is based at Murry Bergtraum with a new focus on the alliance with the Syracuse University Project Advance program (SUPA) – Solidify the alliance with SUPA which provides college credit courses and a rigorous curriculum – Select SUPA as the major pipeline of new mentees – Explore opportunities to send high school mentees to High School Leadership events, and pre‐college summer programs – Make rewards and recognition program for two graduating •seniors for achievement and most improved, and rewards for juniors focused on SAT test preparation part of regular programming. Assess scholarship criteria and consider increasing scholarship funding – Continue the overnight college visit, book club and community service activities a part of regular programming – Continue focus on SAT prep and college process – Continue to make laptops more accessible for mentees – Continue to recruit new mentors FWA 2013-14 Annual Report
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Baruch – Continue focus on networking, career and professional development, through leadership conferences and study abroad opportunities Joint – Recruit new mentors – Develop and refine metrics to assess effectiveness of programs Special Thanks Murry Bergtraum Special thanks to Ms. Lotte Altmonte, Principal and D., Powell, founder and director of Syracuse University program for their support of our program and recognizing its importance to the success of the school. Special thanks to Katharine Case and Miss Wong, MBHS Faculty, for their time, energy and commitment to the program, and for the selection and supervision of the mentees and program at the school. Baruch Special thanks to Alyce Mayo, Director of Entrepreneurship, Baruch and faculty advisor/administrator of our program at Baruch. Alyce's unfailing work and guidance as well as support for the FWA and mentoring ensure our success. Thanks also to the Financial Aid office at Baruch for administration of the FWA/BMO scholarship. Special thanks to Ellen Cahill, President of Cahill Associates, for her 10 years of leadership in driving the Baruch mentoring program to new heights. With her unfailing strategic approach and her amazing ability to convince people to get engaged, she has crafted a program which gives the mentees the understanding that competition became worldwide and that the Baruch mentees are uniquely positioned. We are very pleased the Betsy Werley has agreed to succeed Ellen. Special thanks to Kim Weinrick, President; Maureen Adolf, President‐Elect; and the Ed Fund Board for their support during the year. Special thanks to Karen Karpowich, FWA Interim Executive Director and her staff for their guidance and behind the scenes support to the committee. Special thanks to Mindy Kipness and Salma Abdulla Golstein for joining the weekly school meetings and organizing events, Kalinka Moudrova Rothman for organizing the food kitchen events, Stephanie Lew for organizing the Holiday event, and Pat Lucey for guiding Salma and Mindy on how to organize events. Special thanks to the President's Circle members who have supported the Mentoring Programs throughout the year. Very special thanks to all the FWA women who have stepped forward to give their time and energy in being mentors. Thanks to those who offered their advice, support and services as speakers and panelists for the many programs offered throughout the year. FWA 2013-14 Annual Report
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Participating Committee Members Murry Bergtraum Mentors Barbara Cohen Mindy Kipsness Suzanne Decker Natallia Kolburn Beth Dorfman Stephanie Lew Salma Abdulla Goldstein Patricia Lucey Donna Held Maibeth Martorana Francoise Jeanpierre Michele Maybaum Vanitha Kathrotia Wendy Metcalfe Ayanna Kerrison Mihal Nahari Baruch Mentors Susan Hume Marline Alexander L’Hava Israel Isabelle Bordas Anne Izillo Ellen Cahill Heather Judnick Yolanda Crawford Patricia Kozu Gerri Facchine Anna Gitelman Karen W. Lavi Meghan Gorman Christine Li‐auyeung Mary Greenebaum Ann Lemon Claire Lough Rhonda Halpern Stephanie Hauge Kathryn Mayer Kalinka Moudrova‐Rothman Stacy Quinn Katya Skoufalos Annette Stewart Marilyn Thypin Susan Waiter Mee Warren Adrienne Himmelberger Maureen W. McCarthy Moira McGrane Patti Marlene Regalado Allison Reid Francine Riemer Ora Shtull Kimberly Willis‐Gordon Tina Vizzini FWA 2013-14 Annual Report
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NOT-FOR-PROFIT
Co-Chairs:
Andrea S. Kantor, JPMorgan Chase Bank, NA
The Not-For-Profit Committee exists to help FWA Members and others learn about the non-profit
industry and how they might best engage in it.
We held events on NFP board governance and “second act” careers in NFP, as well as co-sponsored an
event with the Impact Investing Committee on the role of ESG in investment analysis.
Create opportunities for FWA Members to connect with NFP volunteer and board opportunities.
Educate FWA Members about the evolution of philanthropy into the 21st century.
Special Thanks
Special thanks to Nina Bahazhevska and Grassi for hosting our committee meetings.
Special thanks to Past FWA President Betsy Werley for her leadership on the Encore Careers event.
Cherlyn Agbayani
Nina Bahazhevska
Katrin Dambrot
Kseniya Demchenko
Petrina DiGangi
Joanne Dillon
Alice Globus
Andrea Kantor
Marisha Kathuria
Neemah LaJoie
Maureen Levi
Sharon Richter
Rosemary Saurer
Harriet Shohet
Fran Smyth
Emmy Suydam
Liz Demarco Weinmann
Betsy Werley
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PROFESSIONAL DEVELOPMENT
Co-Chairs:
Peggy Decker, KnowledgeSources
Raleigh Mayer, Raleigh Mayer Consulting
The Professional Development Committee was created to enable Members to utilize key techniques for
continuing to grow their professional toolset with skills that support their careers. The committee is
important for the next generation of thought leaders looking to keep their competitive edge.
Key 2013-14 objectives included support of the FWA Presidential strategy to focus on the continual
changing world we are working in with programs that highlight skills that will help us stay relevant and
adaptable.
1.
Three High Profiles Speakers, Events & Book Signings
– Gender Intelligence Leveraging the Differences between the Sexes in Creating a More
Effective Workplace- Barbara Annis @ New York Life
– Digital Presence: Managing Your Virtual Brand - Linda Descano, Managing Director and
Head of Content & Social at Citi @ Edelman
– Wonder Women: S*x, Power, and the Quest for Perfection - Debora Spar, President of
Barnard College
2. Veteran’s Committee Support
– Co-sponsored the kick-off event for the newly established Veteran’s Initiative Program
The Credit Suisse Coaching Summit was planned for the spring of 2014. Due to unforeseen
circumstances, Credit Suisse has not renewed its’ President’s Circle status. The event produces close to
50% of the Professional Development Committee’s contribution to the Educational Fund. This event
could be rebranded to an organization that has the facilities to handle 200-300 people in three separate
events if possible.
Special Thanks
Special thanks to New York Life, Edelman & RBC Capital Markets for hosting and underwriting our
events.
Valerie Bogdasarian, Lynette Dashby, Nancy Dale, Helena He, Sandy Kazinski, Jen McClellan, Laura
Kuehn, Lori Richofsky, Angela Staral, Leza Tellam, Julia Troyan
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PROFESSIONAL SERVICES LIAISON
Co-Chairs:
Kalinka Moudrova-Rothman, Bank Finance Attorney
Susan Migliaccio, PricewaterhouseCoopers LLP
The mission of the Professional Services Liaison Committee is to share the FWA membership benefits
and networking opportunities with professional women throughout the legal and accounting fields by
cosponsoring events of mutual interest amongst lawyers, accountants and other FWA members.
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–
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2013-2014 – Monthly committee meetings held by phone or in-person at various venues
October 2013 - Fall Dinner (Committee only social event)
June 2014 – “The Evolution of Private Equity” hosted by BakerHostetler
Participation and involvement by Members is essential to the success of the FWA. We want to connect
with other professional service organizations to create opportunities for Members to network and
expand knowledge sharing.
Special Thanks
Special thanks to the PSLC Co-Chairs Kalinka Moudrova-Rothman and Susan Migliaccio for their
leadership and to Sareena Sawhney for arranging the fall dinner. We would like to thank Kimberly
Weinrick for bringing “The Evolution of Private Equity” to us, our moderator Mariafrancesca Carli (JP
Morgan), our speakers Adrianna Ma (General Atlantic) and Suzanne Donohoe (KKR) , Susie Kintner,
Elaine Egan and Monique McClure for helping with registration, and Steven Goldberg and
BakerHostetler for hosting the event and for helping make it a successful program. Finally, we would
like to thank the PSLC Members for their individual contributions and leadership to the committee and
the FWA and everyone who attended the PSLC events this fiscal year.
Lynette Ashby
Susan Aufiero
Beverly Bassoff
Charles Bernard
Sanuber Bilguvar Grohe
Pat Cappeto
Jean Cleary
Michelle DiPuma
Elaine Egan
Susan Harper
Deborah Kaye
Noreen Kelly-Najah
Colleen Kelly
Susan Kintner
Linda Lerner
Carol Livolsi
Laurie Liu
Gail Miller
June 30, 2014
Monique McClure
Susan Migliaccio
Kalinka Moudrova-Rothman
Ella Newman
Christy Rivera
Cary Samowitz
Sareena Sawhney
Fred Smith
Tina Vizzini
Jeanne-Marie Waldman
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FWA REGIONAL - LONG ISLAND
Co-Chairs:
Davi Tserpelis, Citibank
Catherine Verrelli, Ernst & Young, LLP
The FWA Long Island is committed to providing senior professionals in local corporations and
entrepreneurs who work or live in Long Island with a local platform to educate, connect, and advance.
Our Committee works diligently to provide value to our Members with a diverse range of key topics,
presented by quality speakers to support professional growth and high level networking with synergistic
professionals.
The Long Island Committee successfully exceeded its goals with more than one profitable event per
quarter including a mix of content and networking opportunities. The committee did an excellent job of
leveraging relationships and member corporate offices to secure sponsors to host events. Over the
2013-2014 season, we held the following events:
The Invisible Threads That Bind Us: Paying It Forward the Right Way – August 2013
In August we heard heart-warming excerpts from Laura Schroff, author of "Invisible Thread: The True Story
of an 11-year-old Panhandler, a Busy Sales Executive, and an Unlikely Meeting with Destiny", followed by a
wonderfully engaging discussion. We enjoyed imported cheeses, meats, wine, and tastings of imported
olive oils and balsamic vinegars at The Crushed Olive, while networking.
Meet and Mingle – September, 2013
In September, we held an informal evening to meet other accomplished individuals while enjoying
delicious complimentary appetizers prepared by Chef Tom Schaudel. Networking is among the most
rewarding and important reasons for belonging to the FWA community and this event gave us that
opportunity.
Uncovering Fraud in Your Company: A Case Study of a Chief Accounting Officer trapped in the
web of Corporate Scandal – October 2013
In October, we sponsored a dynamic event consisting of a keynote speaker indicted for fraud in a Long
Island public company followed by a roundtable discussion with Randy Zelin, Moritt Hock and Hamroff LLP
and Harold Dieters of Holtz Rubenstein Reiminick LLP, a criminal attorney and a forensics CPA, respectively.
Participants also qualified for CLE or CPE credits, as needed.
Kicking Your Heels Through the Glass Ceiling in Corporate America – November 2013
In November, we were honored to feature a speaker and researcher from Catalyst, the leading nonprofit
organization expanding opportunities for women and business. The presentation focused on the latest
research entitled, Good Intentions, Imperfect Execution? Women get fewer of the "Hot Jobs" needed to
advance. Following the presentation from our keynote speaker, Anna Beninger, we heard a panel
discussion touching upon the latest "glass ceiling" issues, the unbreakable barriers that keep minorities
and women from rising to the upper rungs of the corporate ladder. The panel included Anna Beninger,
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Researcher and Co-Author from Catalyst; Wendy Hirschberg, Ernst & Young LLP's Northeast Region
Inclusiveness and Flexibility Leader and Leigh Jacobson of Citi Bank, Director of Digital Marketing for Citi's
U.S. Consumer Business and a member of the Global Consumer Marketing and Internet Office.
Accelerate Your Business through Women's Business Enterprises Status – February 2014
In February, we heard from three successful women business owners as they discussed the impact
women's business enterprise status has had on the overall growth of their business. Our panelists
included Lina Gottesman, Nadine Cino Leed and Debra Weltmann. Lina is President and Owner of Altus
Metal, Marble and Wood. Atltus provides historical and commercial restoration and installation of
ornamental metals, natural stone and wood. Nadine is the CEO and Co-inventor of Tyga-Box Systems
and Tyga-Trax Technologies. Tyga-Box provides an environmental alternative to corrugated boxes used
when moving. Debra is the CEO of Weltmann Lighting. Weltmann Lighting is a premier lighting
distributor in the New York Area.
The Psychology of Persuasion and Influence in Communications with Keynote Speaker Dr. Dan
Schaefer, Ph.D. – April 2014
In April, we had an exciting and interactive workshop covering new information on how the brain works,
why you want to coach rather than manage, why emotion is a minefield and the myth of the 30 second
elevator pitch. We learned to improve communication effectiveness and more easily communicate our
strategy throughout our organization. Also, we focused on being able to identify and manage workrelated stress and drive towards an enjoyable work life balance.
Get in the Game: FWA-LI 4th Annual Golf Outing and Clinic – June, 2014
Our fourth annual golf outing and clinic held at Harbor Links Golf Course was a huge success. This event
provided great fun for all, whether it was nine holes or golf instruction at the clinic. The clinic attendees
were introduced to the basic skills needed to play golf: putting, chipping and full swing. They also had an
opportunity to work on their swing at the driving range with input from the instructors. Additionally,
participants attended a presentation by GolfingWomen focused on using golf for business including
insight on how to get the invite to play and some tips around golf etiquette. After golfing and the
seminar, attendee’s had the opportunity to network over cocktails and a light buffet with professionals
from Long Island.
–
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Partner with other organizations on events and activities when possible
Build out relationships with existing and new companies for potential sponsorship/hosting
opportunities
Build out the Long Island membership base to allow the FWA to add value to the Member’s
personal and professional careers and goals
Build out the LI Mentoring Program with Molloy College to extend the FWA’s mission to
connect, educate and advance women to the next generation of business leaders.
Special Thanks
FWA-LI would like to thank the following individuals:
– Our excellent golf instructors Leslie Andrews and Adrienne Wax
– Featured panelists and speakers: Laura Schroff, Randy Zelin, Harold Dieters, Anna Beninger,
Wendy Hirschberg, Leigh Jacobson, Lina Gottesman, Nadine Cino Leed, Debra Weltmann and Dr.
Dan Schaefer
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Sponsorships
This year we enjoyed sponsorships from the following firms:
– Janover LLC, CPAs; DashboardNY, Ernst & Young, LLP; Citibank; Ruskin Moscou Faltischek P.C.;
Moritt Hock & Hamroff LLP; Women Presidents Organization; Baker Tilly Virchow Krause, LLP
and AlcottHR.
Hosting:
This year, the following companies graciously donated their venue and/or catering for our events:
– Molloy College
– Jewel Restaurant
– Laura Schoen of Panera Catering
– Tuscany
– The Crushed Olive
Davi Tserpeli, Citibank NA
Catherine Verrelli, Ernst & Young, LLP
Christine Miller, Janover, LLC
Joan Kaye, US Trust
Jennifer Accerra, Citibank NA
Elena Ratevossian, Ernst & Young, LLP
Carol Soman, dashboardny
Patricia Santoli, Wells Fargo Bank
Tina Isbitsky, AVZ
Vivian Breier, Ruskin Moscou Faltischek P.C.
Stephanie Bartoldus, TIAA-CREF
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FWA REGIONAL - NEW JERSEY
Chair:
Stephanie J Hauge, Seton Hall University
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Engage FWA Members in providing a robust program of events in NJ to attract and retain
membership. In order to do this, the Committee plans at least seven to eight events.
Successfully implement a balanced program of events in a variety of locales and exploring where
possible new geographical areas
Engage firms here in NJ to support events, particularly through partnerships with their internal
Women’s Group
Support the FWA 2013-14 themes as articulated by the President.
Events/activities:
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August 6, 2013: Summer Dinner at La Pastaria in Summit, NJ. Almost 50 people in attendance.
This is always a successful member recruitment event. Chaired by Lisa Scalia.
̶
Sept 25, 2013 Cocktails and Conversation: Successful Strategies of Women Leaders in the
Workplace. Hosted by the Women’s group of Rothstein Kass in Roseland, NJ. – Chair: Jeanne
Waldman.
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Oct. 3, 2013: VIP event by invitation: Denise Morrison, CEO and President of Campbell Soup
Company, Camden, NJ. Hosted by Seton Hall University, South Orange, NJ.
̶
Nov. 17, 2013: Women in Philanthropy and Changing the World, distinguished panel, event at
Morristown Golf Club, underwritten by JP Morgan.
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Nov. 20, 2013: Without Saying It: Women in Finance of Prudential invite the FWA. Continues our
tradition of annual event with WIF of Prudential in Newark, NJ.
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Dec. 2013: Private Committee Event: Holiday gathering at the home of Josefina Abboud in
Morristown, NJ.
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Jan. 29, 2014: Meet and Mingle, Summit, NJ. Hat Tavern at the Grand Summit Hotel. Chaired by
Mary Bitting. About 17-20 in attendance. Continue to interest new people in the FWA.
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May 6, 2014: FWA-NJ: Women in Finance – How Did We Get Here? – the Journey; How Do We
Reach Our Potential? – the Destiny; How Do We Impart Learning? – the Legacy - Panel and
roundtable discussion, hosted by Wells Fargo in Summit, NJ.
̶
June 12, 2014: Leveraging the learnings of successful entrepreneurs for career success. – Panel
event, hosted by RGP, Resources Global Professionals in Summit, NJ. – FWA Members on the
panel.
We’re currently planning for the fall and have scheduled our summer dinner for August 6th at La Pastaria
in Summit. We are looking at a fall event to be hosted by Merrill Lynch in the Morristown area. We
continue to seek appropriate partners and venues, and speakers/subjects that our Members find
meaningful. We are seeking to begin a program in mentoring college students and are considering
volunteering for a literacy program at the Summit Library. We welcome new Members to our
committee. Our Committee meets monthly via conference call.
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Special Thanks
Underwriters: JPMorgan, Prudential, RGP, Rothstein Kass, Seton Hall University School of Business,
Wells Fargo.
Event Planners/Chairs: Mary Bitting, Josefina Abboud, Lisa Scalia, and Jeanne Waldman.
Thanks to Elizabeth Harper and Josefina Abboud for volunteering for the task force that is looking at
expanding mentoring.
Thanks to our committee Members who supported the Annual Dinner through their presence and an ad.
Mary Bitting, Suzanne DiSabato, Elizabeth Fromberg, Sharon Gala, Elizabeth Harper, Susan Hume,
Andrea Lillard, Donna Manz, Susan Miller, Trina Mitsch, Patricia Haverland, Patricia Powers, Lisa Scalia,
Maria Semple, Elizabeth Shapiro, Jeanne Waldman, Arminda Youse-Warde.
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FWA REGIONAL - WESTCON
Co-Chairs:
Mary Gilmartin, Credit-Suisse
Jean Cleary
To provide complimentary venues for professional development and networking with a regional
focus
– To enable attendance by providing events locally in the Westchester / Lower Connecticut region
at a time consistent with work/life schedules
– To increase the FWA membership base
– Serve as an entrée for the PC Leadership for new PC candidates from our region
Connect and Collaborate 3 – November 19, 2013
As part of our Connect and Collaborate FWA Westchester and Southern Connecticut hosted: Connect
and Collaborate - "Making the connection - Speed Networking. With a novel approach to speed
networking in rotating groups, each attendee was guaranteed to meet nine colleagues. Each group was
attended to by an FWA WestCon Committee member to facilitate the introductions and stimulate the
discussion.
“Relisency in the WorkPlace” - March 27, 2014
“Resiliency at Work" with Jean Stetz-Puchalski, founder of Individual Differences at Work, LLC. This
event was sponsored by UBS. Jean guided attendees to move away from conflict zones to zones of
strength and courage. Language and our awareness is a big part of handling workplace conflict and Jean
stressed that we need to understand and be more cognizant of the language we use.
Additional Accomplishments:
–
–
New Co-Chair Jean Cleary
Addition of a new member to the committee
FWA-WESTCON is a supporting presence for women in finance that live and / or work in
Westchester or Lower Connecticut.
Co-chairs are drafting a proposal with the FWA leadership to consider a pilot of virtual meetings through
WebEx to gain more access to the community.
Special Thanks
Special thanks to UBS, Susan Jankowski, Liz Farrar and to Peggy Decker for their support.
Thanks to Barbara Cohen for her continued active sponsorship and presence at our events.
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Critical to our success:
– Dori Graf for organizing a great networking event and getting the venue
– Mary Gibbons Gardiner’s tireless effort to bring an event to Carlisle of Greenwich for this Fall
– A special thanks to the Marketing Committee
Participating Committee Members ( All)
Role
Description
Co-Chairs
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Event
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Management
and Membership –
Ambassador
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Event
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Communications
FWA WestCon
–
Communications
Advisory
–
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Sponsor
–
–
Name
Backup
Manage the FWA WestCon Committee and provide
Mary Gilmartin
Mary Gilmartin
direction and support to all member of the task force.
Jean Cleary
Jean Cleary
Ensure governance structure is executed and policies
adhered to.
Attend Leadership and Pillar meetings as scheduled
Manage the event budget and the annual budget planning
process.
Manage the event from end-to-end. Work with all parties Mary Gibbons
Julia Troyan
on content, structure, and logistics.
Gardiner
(Photographer)
Coordinate with event communications pre and post the
event.
Coordinate with co-chairs for event budget management.
Membership Ambassador
Conduct communications in coordination with Event
Jean Cleary
Mary Gilmartin
Management and Co-chairs for pre and post event
communications.
Establish and execute an overall communications plan. This Dori Graff
includes establishing a repeatable approach to event
Singari Samiti
communications.
Provides support and guidance.
Barbara Cohen,
Recommends the high level strategic approach
Michele Maybaum
Hold Co-chairs responsible for FWA WestCon operating in and Janet Handal
accordance with FWA policies and strategic direction and
programming.
Ensures program has right priority for FWA at large
Barbara Cohen
Agree the high-level strategic approach and Programming
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FWA GRADUATE SCHOLARSHIP
Co-Chairs:
Ilene Moskowitz, Consultant to Not-for-Profits on Development & Communications
The FWA Invests in the Future: the FWA Graduate Scholarship Program
The FWA’s Graduate Scholarship Program promotes the FWA’s mission of developing future leaders in
business. The program awards scholarships to women students pursuing careers in business in five
graduate schools in New York City. MBA candidates are enrolled at Columbia Business School, Fordham
University Graduate School of Business, Bernard M. Baruch College Zicklin School of Business and NYU
Stern School of Business, with an MPA candidate specializing in microfinance at Columbia’s School of
International and Public Affairs (SIPA).
FWA Graduate scholarship recipients (“FWA Graduate Scholars”) are selected by the schools based on
merit and the FWA’s criteria of academic accomplishment and demonstrated leadership that predicts
continued involvement in the FWA. Each scholarship award is $10,000. All awards are merit-based.
The FWA Graduate Scholarships are awarded to female students who are U.S. citizens (or permanent
legal residents in the U.S.) and in the second and final year of their programs so that they can benefit
from access to the network of FWA Members during the job search and from complimentary admission
to FWA programs when refining their professional objectives. Through access to FWA Members and
events, the Graduate Scholarship Program creates a network that benefits scholars both immediately
and over the long term. Because Scholars receive complimentary FWA membership for the year
following graduation, they enter a channel leading to continued access to the benefits of FWA
membership and long-term active participation in the FWA.
Congratulations to our 2013-2014 FWA Graduate Scholars!
FWA MBA Scholars
Youngmi Chung
Christine Lam
Maneesha Shrivastava
Elizaveta McAtavey
Jennifer Andrews
Schools
Bernard M. Baruch College, Zicklin School of Business (CUNY)
Columbia Business School
Columbia University School of International and Public Affairs
Fordham University Graduate School of Business
New York University Stern School of Business
The FWA Liaisons
The FWA’s Graduate Scholarship Committee oversees this program and, through the FWA Liaisons, who
are alumnae of the schools they cover, promotes the FWA’s presence on campus and the scholars’
membership in the FWA after graduation. Each FWA Liaison influences a rising young professional’s
path forward and forges a closer relationship for the FWA with her alma mater, its alumnae and its
students. During 2012-2013, our FWA Liaisons were:
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2013-2014
FWA Liaisons
Barbara Reguero
Ilene Moskowitz
Vicki Hartmann
Susy Pestana
Mary Tanaskovic Bitting
Schools
Bernard M. Baruch College, Zicklin School of Business (CUNY)
Columbia Business School
Columbia University School of International and Public Affairs
Fordham Graduate School of Business
New York University Stern School of Business
Additional Accomplishments
A major new step this year was BMO Capital Markets’ agreement to underwrite our Graduate
Scholarship Program with a $50,000 allocation to the FWA’s Education Fund. Karen Karpowich, FWA
Interim Executive Director and Kimberly Weinrick, FWA President, were instrumental in gaining BMO
Capital Markets’ support of this program. Ilene Moskowitz contributed to the cultivation and win of
BMO Capital Market’s new support and collaborated with each of the five schools on the feasibility of
new criteria proposed by BMO for the schools’ selection of scholarship recipients. Ultimately, an added
criterion agreed to by all is that a scholarship recipient be a U.S. citizen or permanent legal resident of
the U.S.
FWA Member Laura Smith Dunaief, an alumna of NYU Stern, chaired a panel discussion on Mentoring at
the school’s annual Stern Women in Business (SWIB) conference. Laura led her panel’s discussion of
best practices for woman-to-woman mentoring and advocacy. FWA Members received preferred
pricing in attending this event, the FWA’s logo was featured on SWIB’s website and in the conference
program as a “Friend of SWIB”, and FWA membership brochures were in each attendee’s gift bag.
The FWA’s Graduate Scholarship Committee is typically able to arrange an FWA Member as a speaker at
the annual Columbia Women in Business (CWIB) conference. The new, far earlier scheduling of this
conference in November rather than February, concurrent with discussions with the five schools about
new selection criteria, as noted above, prevented this placement in the 2013-2014 year.
Last year, we initiated a special LinkedIn group for past FWA Graduate Scholars, which now includes
many whom we were able to find through LinkedIn. This provides a channel for reconnecting and
networking with each other and with FWA Members. This success has now been replicated by other
FWA Next Generation programs.
The Graduate Scholarship Committee also actively participated in updating the text describing this
committee for the FWA’s new website.
We’ve just completed the 30th year of the FWA’s Graduate Scholarship Program. We look forward to
hosting the new 2014-2015 scholars and past Graduate Scholars, current and past Liaisons, Members
who are alumnae of the five schools, and Emerging Leaders and Microfinance Committee Members at a
reception celebrating this important milestone and the FWA’s vision and accomplishments through this
outstanding program -- $800,000 in scholarships to over 150 amazing young women.
Looking ahead, we should continue our outreach to find and re-connect with past Graduate Scholars,
especially earlier Scholars for whom we don’t have email addresses. Our next step will be working with
each school’s own alumni database to find contact information for these past Scholars. We’ll invite
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them to re-connect and network by joining our special LinkedIn group noted above. They are prime
targets for FWA membership and referrals of prospective Members and, potentially, for contributions to
the FWA Education Fund. In recent years and currently, we ask new FWA Graduate Scholars to provide
a “lifetime” email address so we will not lose touch with them in years ahead.
Going forward, through the FWA Liaisons, we’ll continue to propose and place FWA Members as
speakers at the schools’ campus and alumni events and identify additional opportunities to raise
awareness of the FWA among each school’s graduating MBAs.
Steps can include:
̶
̶
̶
̶
Promoting the Graduate Scholarship program more broadly to the general public via press
initiatives, either alone or together with additional FWA Ed Fund activities. Examples are press
releases and articles on our website, e.g., announcing the new academic year’s Graduate
Scholars, with brief profiles, and publicizing the new scholars on the FWA’s home page, Twitter,
Facebook and LinkedIn channels. Press releases can be directed to the general business press
and to each school’s campus publications.
Meet with each school to discuss its willingness to work with us on campus awareness,
especially among second year students, who’ll graduate in the spring and can join the FWA as
full or associate Members.
Meet with Baruch’s Dean re: the school’s persistent tardiness, for multiple years, in identifying a
recipient for the FWA scholarship, lagging months behind the other four schools. Baruch’s
delays limit the Baruch scholar’s ability to utilize the additional program benefits, aside from
dollars, including complimentary FWA events and the Liaison’s networking resources. This also
limits the FWA’s ability to promote the program.
Consider new ways to attract Graduate Scholars as FWA Members and new ways to engage past
Scholars who do not presently live in the metro New York area.
Special Thanks
Special thanks to Mary Tanaskovic Bitting, Vicki Hartmann, Susy Pestana and Barbara Reguero, our FWA
Liaisons, for their dedication to the Committee’s mission and their exemplary service. Special thanks as
well to Joyce Sullivan and Jean Cleary for their keen insights and tireless support of the Committee’s
outreach to past Gradate Scholars through social media. Many thanks to Karen Karpowich and Lisa
Buddenhagen for their seamless and timely collaboration with the Committee, the schools and our
underwriter.
We are especially grateful to BMO Capital Markets for their significant financial support of the FWA
Graduate Scholarship Program and the remarkable women whom we’ve helped to achieve their dreams.
Mary Tanaskovic Bitting
Susy Pestana
Ilene Moskowitz
Vicki Hartmann
Barbara Reguero
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UNDERGRADUATE SCHOLARSHIP
Chair:
Denise Seegobin, Lehman College/FINRA
We want to continue to extend the organization’s mission by giving financial assistance to promising and
deserving young women pursuing business careers. In addition, formal and informal meetings, for both
scholarship programs, enable us to offer career guidance and networking opportunities to the next
generation of financial women, in keeping with our mission.
Leah Pfeffer-Lidsky, Undergraduate Scholarships
- Sustain the undergraduate scholarship program and continue to encourage the development of
lasting ties between and among current and former scholarship students, their mentors, Murry
Bergtraum High School, the FWA and each other
- Support the education of young women and encourage them to become involved with the FWA
and its programs
- Make academic achievement the cornerstone of the program
- Focus on enriching the program through events and networking
- Enhance the Google group message board to keep this committee up-to-date with technology
- Continue to provide programs that enhance everyone’s learning experience and opens new
doors and opportunities for our recipients
- Reunion event will be held second week in January 2015 and summer event held in August 2014
- Work as LinkedIn group manager
Leah Pfeffer-Lidsky, Undergraduate Scholarships
- Scholarships are awarded to qualifying Murry Bergtraum High School seniors who participated
in the FWA Mentoring Program and who qualify on the basis of academic achievement.
Qualifying high school seniors receive $2,000 for their freshman year and $2,000 for each of
their sophomore, junior and senior years; depending on funding. Renewal scholarships continue
to be subject to maintaining a 3.0 GPA in college.
- Since its inception in 1987, we have awarded over 163 scholarships to students and we continue
to seek a strong interest in the program.
- On January 7, 2014, the undergraduate scholarship committee hosted its annual reunion dinner.
This year’s event focused on us making our own pizza. We attended a demonstration then got to
throw our hands into it. It was held at Pizza a Casa Pizza School.
-
In May 2013, we awarded nine scholarships to Murry Bergtraum mentees including:
Graciela Alvardo
Catherine Araujo
Yvonne Duong
Janelly Grullon
Ashley Jordan
Rosaly Salcedo
Jade Sanchez
India Summers
Karina Zoluaga
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-
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This year’s event focused on getting to reconnect. We wanted to focus on what we have done
recently and what was ahead for the current and past scholarship winners. A retrospective of
what the committee has done.
We have focused on the technique of networking and how that could be done effective in
different areas.
The Committee continued its efforts to keep its web page for the current and former scholarship
recipients accurate. This year, we have created a “google group” page for the current and
former scholarship recipients to interact, post messages, and provide support to one another.
The Committee through its new database continued our efforts to reach out to former
scholarship winners. The committee has been working aggressively to locate and strengthen our
ties with former scholarship winners, with our goal being to have them return and join the FWA
and get involved.
We continued to sponsor the Princeton Review scholarships for Murry Bergtraum High School
mentees, to prepare them for the SAT examination.
We are working with getting the second generation LinkedIn site up.
We will continue to focus on the circle of giving back to the FWA by recruiting more of the former
scholarship recipients to join the FWA. We also want to build stronger connects so that the students
keep in touch with us throughout their college and professional years.
Special Thanks
The work of the Scholarship Committee could not have been achieved without the assistance of many
individuals. Because each contribution was so important and unique in its way, we have listed those we
wish to thank in alphabetical order.
-
FWA Members and Staff: Lisa Buddenhagan, Christine Birbaum, Beth Dorfman, Brisejda Gjoka,
Karen Karpowich, Kimberly Weinrick
Murry Bergtraum High School: Lottie Almonte, Principal, Katharine Case, Liaison
June 30, 2014
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STRATEGIC MARKETING AND COMMUNICATIONS Co‐Chairs: Cornelia Levy‐Bencheton, Marketing Consultant Ray Pellecchia, Zito Partners Committee Purpose and 2013‐2014 Objectives The Marketing Communications Committee is responsible for the FWA brand through generating awareness, creating interest in the organization and communicating the brand value proposition to help maintain a relevant, dynamic and vibrant FWA organization. Specifically, the purpose of the Strategic Marketing and Communications Committee is to:  Build brand awareness regarding the FWA  Raise the FWA profile to enhance the value of the organization to the membership, corporate sponsors and charitable donors  Use communications as a support mechanism for further engagement of FWA Members, donors, partners and sponsors  Add value to stakeholder relationships with FWA through use of diverse media Accomplishments/Highlights FWA Website:  Revised, rethought and reengineered the FWA website to reflect new messaging in a contemporary format and style; more importantly to highlight underappreciated aspects of the organization and brand value proposition  Rewrite of all pages and addition of a significant number of new pages with consistent voice and tone reflecting a youthful, vibrant and future‐oriented organization  Enhance opportunities for Member and sponsor engagement, as well as new Member acquisition  Selected a Web development team  Supervised website development efforts and approach  Started content development which Jamie Epstein completed  Consistency with mission, posting of non‐FWA events and criteria for strategic promotion NOTE: While all committee members participated in page rewrites and new format, special thanks is given to Jason Dodd of Magnesium Interactive for thought leadership and design innovation in what is certainly the most visible manifestation of the Committee work this year. Thanks to Jason, the website represents a “hub of communications” for the FWA and will increase social site posting and involvement among members. To Jamie Epstein, Manager of Member and External Communications, we give recognition and thank you for managing and completing the content development. Additional thanks to Janet Odgis and team for a great development effort; FWA President Kimberly Weinrick for leadership and direction and always being available to review and approve needed steps; Karen Karpowich for keeping the team on track; and Jamie Epstein for the un‐enviable task of routing copy to each committee and gently reminding them to submit their responses. FWA 2013-14 Annual Report
June 30, 2014
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FWA Public Relations, Newsletters and Various Communications 
Created a new messaging platform including a revised FWA boilerplate description and key messages emphasizing the organization's value proposition and educational programs. The new messaging was used on the FWA's redesigned website, social channels and in communications with Members, sponsors and other constituents. 
Led task force on communications and marketing relating to the FWA's Educational Programs. The task force recommended a dozen initiatives to strengthen awareness of the programs and their benefits, promote engagement among participants and sponsors and increase recognition of the FWA as a leader in providing opportunities at the high school, undergraduate, graduate and adult/professional levels. The task force also began a similar review for the Lenore Albom Giving Program. 
Edited or drafted more than 50 letters, articles, press releases, proposals and other written communications in concert with the FWA president, interim executive director and various FWA committees. Audiences for the communications included Members, prospective sponsors, the news media and the general public. NOTE: Special recognition and thanks to Co‐Chair Ray Pellecchia for the talent, creativity and hard work in weekly writing projects from the FWA President, serving as an extra pair of eyes that reviewed so many other projects and initiatives that are too many to detail here, and whose command of the King’s English resulted in great work products. Market Research:  FWA 2014 Member Survey. A daunting task, reducing a 2010 survey estimated at 45 – 90 minutes to less than 10 minutes; from 112 questions to 36; and from 28 pages to 8 pages. More importantly, the goal was to structure the survey tool to be more actionable in order to address the current issues facing the organization (member acquisition, retention and churn). NOTE: Thanks to Co‐Chair Cornelia Levy‐Bencheton who tirelessly and tenaciously led this huge project with the expert help of Lynette Lager, Tony Coretto, Joan Green and Ray Pellecchia.  Event Exit Survey. Revamp of the post event exit survey so as to focus on one key goal: be an indicator of event satisfaction (and event improvement) across multiple events. Prior survey was 14 questions in length and collected data that was no longer needed. New survey was shortened to 4 questions. Tone was redirected to being more friendly and conversational. Opportunity provided for feedback and questions. Redesigned survey: Cornelia Levy‐Bencheton and Ray Pellecchia. Social Media: Facebook: Manager, Bonnie Halpern Objective: To support brand awareness, attendance at events and the acquisition of new members, providing free publicity, public relations and exposure in support of the FWA’s larger objectives. FWA 2013-14 Annual Report
June 30, 2014
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Milestone Achievements: FWA “likes” grew year over year from 478 to 714 or 49% growth. Estimated value of impressions is 358,428 exposures through the viral effect of Internet. Particular note: “14 in 2014” (or 14 Reasons to Become an FWA Member in 2014) kept momentum going during the “dark” period of end year holidays when there are fewer events. LinkedIn: Manager Jean Cleary; Admin and LinkedIn Public site support: Julia Lehman Objectives: Expand the number of discussion posts and create a community of engagement for members. Milestone Achievements: Private Site Created and distributed “LinkedIn How To” Manual for all Committee Chairs; provided one‐on‐
one training for co‐chairs and Members on a routine basis to educate on posting to LinkedIn; expanded the number of unique “influencers” contributing to the site; created posting strategy for daily postings of the online auction surrounding the Annual Dinner; and extended pilot project with the Membership Committee to reach out to the “declines” / “non‐members.” LinkedIn FWA Member Growth Milestones
561 Members with a year over year growth estimate of 34%. NOTE: In March of 2014, guidelines for membership to include non‐paying Members in this group were changed (but not broadly announced) and thus opening up membership to anyone requesting to join who met the standard membership criteria (i.e.,: in financial industry with 4+ years experience or MBA/Masters with 2+ years). This has had a positive impact on requests to join that were accepted and we are recommending maintaining this admission policy going forward. LinkedIn Public FWA Company Public Page Milestones
Objectives: Run LinkedIn posts for every event prior & a day before event as well as post event marketing after the event. Post and publicize the “14 in 14” Membership Campaign to attract new Members from the public view newsfeed. Post notices on the Silent Auction to encourage event donations; Created weekly inspirational quotes; Created content for the website redesign. LinkedIn FWA Company “Public Page” Milestones
Milestone Achievements: Public Site LinkedIn Public site followers increased by 37% from 1,140 to 1,559. LinkedIn Community Site for Three Next Gen Groups A significant new development to LinkedIn this year was the creation of a LinkedIn site dedicated to consolidating all FWA Next gen Communities active in the FWA into one unified place with the idea of mutual support for professional development, academic progress and FWA 2013-14 Annual Report
June 30, 2014
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career and job search. By mutual support is meant graduates and MBA students helping college students and those in turn helping undergraduates. It was realized that the FWA has not kept track of students to whom we have awarded scholarships and other support. It was thought that keeping in touch would be beneficial to the students and graduates and for the FWA as these individuals could later recommend the FWA, become sponsors and Members in the future. Participating Groups: Next Gen Group Current Level of FWA Support Estimated No of Members 33 current students; Baruch College Beneficiaries of BMO funds at 154 alum, who will be invited , Mentoring Baruch College many who will join Beneficiaries of unique summer ~ 40 for 2014 program; Wall Street Exchange FWA networking, internship and tbd number of alum and coaching program whether they will engage This LinkedIn group has had spectacular growth and now numbers 160 members. Instrumental in the organization, strategy and creation of this site: Cornelia Levy‐Bencheton, Ray Pellecchia, Jean Cleary (currently managing the site), Gerry Facchine and Laura Smih Dunaief (of the Wall Street Exchange) and Alyce Mayo from Baruch College. Twitter: Manager Sharon Lewis Objective: Build brand awareness for the organization; leverage event promotion for registration purposes; maximize real‐time event highlights and energy; provide an additional source of engagement for the FWA Members, prospects and followers; raise the profile of the organization to the membership, corporate supporters and potential sponsors Twitter Achievements: Increased exposure for FWA events through pre‐event announcements; used to boost messaging for membership renewals; used to promote 14 in 14 membership campaign; create excitement during the FWA events through tweets that convey thought leadership, fun and “being in the right place;” the implementation of a consistent address across social media channels. Twitter Growth Milestones Twitter Followers: 2013‐2014 over 2012‐2013 Year‐ Followers increased 14% (887 vs. 779); Twitter Messages: 2013‐2014 over 2012‐2013 Year Followers increased 11% (2788 vs. 2510) Social Media Team Members: Bonnie Halpern, Jean Cleary, Julia Lehman, Sharon Lewis and Ray Pellecchia; Manager, Cornelia Levy‐Bencheton Support of Other Groups: The Strategic Marketing and Communications Committee – not only the Social Media Team – but the entire Committee has assisted other groups, notably the Membership Committee as Ambassadors and in other capacities. FWA 2013-14 Annual Report
June 30, 2014
Page 68 of 84
Support of Specific Programs: Men’s Alliance: We supported a test program offering a tri‐part Public Speaking Workshop to see if it would generate and maintain Member support and interest and be financially profitable as well. The course was spearheaded and given by Nancy Ancowitz and Tony Coretto. Notably, Cornelia Levy‐Bencheton experimented with gamification techniques and developed a digital badge as certification of successful completion of the course. This badge is designed for being affixed to LinkedIn Profiles as a new skill. Image of the badge is here: Annual Dinner: Financial and communications support Silent Auction: Relentlessly posting in support of this new way of financing the Holiday Dinner event. International Trip to Berlin: Communications including posting messages and driving publicity for the annual trip helped make it a sold out event early on. “14 in ‘14”: This campaign was widely promoted by the Marketing Committee and worked in favor of driving membership increases. Recommendations for the Future FWA Website: Leverage capabilities of new website to profile, segment and target new Members; improve programming preferred by Members; expand the awareness and reach of the FWA among its various constituencies including Members, sponsors, President’s Circle firms and others. FWA and Education: Continue expanding the committee’s focus on supporting recognition of and participation in the FWA’s educational programs at all levels, both internally and externally. Special Thanks Special thanks to hosts, underwriters and recognition to members that lead events, etc. Thank you to all FWA Strategic Marketing and Communications members and the FWA Office staff for support through the year. Thank you to Sweta Sahu for organizing our agendas and meetings and keeping us on track through the Corporate Secretary Course (led by Ria Davis) she took earlier for this express purpose. FWA 2013-14 Annual Report
June 30, 2014
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Participating Committee Members Ilene Moskowitz Alexandra Tyler Bonnie Halpern Jason Dodd Cornelia Levy‐
Jean Cleary Bencheton Julia Leibman Dahlia Safar Karen Kennedy Debra Bar Kimberly Gerri Facchine Weinrick Li Tao Margaret Draper Marianna Newirth Nina Eisenman Norma Jaeger Hopcraft Ray Pellecchia Snezaria Zlater Sweta Sahu Wanda J. Bell FWA 2013-14 Annual Report
June 30, 2014
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FWA New/Reinstated Members as of Monday, June 30, 2014 FWA 2013-14 Annual Report
June 30, 2014
Page 71 of 84
FWA MEMBER UPDATE ‐ New/Reinstated Members Zahra Afkari
Director
MetLife Investments
Cherlyn Agbayani
Analyst
JP Morgan
Vishal Agnihotri
Head of Knowledge
Ernst & Young LLP
Reynaldine Alexandre
Analyst
The Bank of Tokyo‐Mitsubishi UFJ, Ltd.
Gerri Alfino
Managing Director, General Counsel
Brenda Amarant
VP, Marketing
Softgate Systems
Katherina Ansink
Makiko Anzai
Associate
The Bank of Tokyo Mitsubishi UFJ (BTMU)
Tiffany Archer
Attorney
Axiom
Lynette D. Ashby
General Counsel & Chief Compliance Officer
Protege Partners
Juliana Attwood
Vice President
Mesirow Financial
Nina Bahazhevska
Audit Manager
Grassi & Co
Dina Bank
SVP, Finance
Havas Media Group
Soumya Bansal
Novo Trading
Pholida Barclay
Vice President
Deutsche Bank
Krystina M. Barrett
Senior Specialist
Bank of Tokyo Mitsubishi UFJ E
Hilary Beall
Managing Director
BNY Mellon
Wanda J. Bell
Consultant
WJB Management Solutions
June 30, 2014
Page 72 of 84
FWA MEMBER UPDATE ‐ New/Reinstated Members Drianne Benner
Managing Director ‐ Marketing
Appomattox Advisory, Inc.
Thomasin Bentley
Marketing Director
Clearbrook Global Advisors
Robin Berger
CPA
Nussbaum Yates Berg Klein & Wolpow, LLP
Barbara Bergman
Credit Department Manager
Atlantic Stewardship Bank
Laura Betti
Kaleidoscope Associates LLC
Alison Bisnauth
Senior Associate
Ernst and Young, LLP
Karen Bodner
Julie Bold
MANAGING PARTNER NY OFFICE
ADSS GLOBAL
Doris E. Braun
CEO
DB Leadership Group LLC
Teresa Breen
Vice President, Treasury Management Oﬃcer
TD Bank
Vivian Breier
Alexis Briley
Cornell University
Rick Broeren
Managing Director
BNP Paribas
Mary Ann Callahan
former Managing Director
Jessica S. Carey
Partner
Paul, Weiss, Rifkind, Wharton & Garrison LLP
Mariafrancesca Carli
Anna Carucci
Chief of Staff
Gerstein Fisher
Esther Charro
Manager in Spanish Team at PROFILES project
June 30, 2014
Page 73 of 84
FWA MEMBER UPDATE ‐ New/Reinstated Members Deborah Chatman
N/A
Kai Cheng
Senior Financial Advisor | VP
Merrill Lynch
Shari L. Chiarulli
Director
UBS
Sheri P. Chromow
Partner
Katten Muchin Rosenman LLP
Pamela Cianciotta
Senior Manager
Marks Paneth & Shron LLP
Kimberly Cook
Senior Financial Analyst
Lightower Fiber Networks
Rochelle Cooper
CEO
Success‐Leaders
Mayra M. Coppin
VP, Talent Management & Learning
Bank of Tokyo MUFG
Dan Cozine
Head of Corporate Banking Americas
BNP Paribas
Ann‐Margret Crater Director of Marketing
Carmela Racanelli Crawford
Principal
Crawford Solutions, Inc.
Cynthia Crosson
Morann Dagan
Nancy M. Dale
CAO
Curex
Laura del Rio
Global Head ‐ FSI Partner Enablement
SAP
Susana D'Emic
SVP, Controller & CAO
Frontier Communications
Melinda E. DiBenedetto
Vice President
PNC Bank, N.A.
Petrina DiGangi
Director of Employer Relations
St. John's University
June 30, 2014
Page 74 of 84
FWA MEMBER UPDATE ‐ New/Reinstated Members Carmela DiMeo
Vice President
OppenheimerFunds, Inc.
Sarah Donaldson
Analyst
Morgan Stanley
Margaret Draper
Media Relations Consultant
TIAA‐CREF
Charles Dropkin
Proskauer Rose LLP
Linda P. Drucker
Associate General Counsel
Charles Schwab & Co.
Rebecca Faith Ebert
Managing Director & Associate General Counsel
Sandler O'Neill & Partners, L.P.
Renee Emmet
Director
Mizuho Securities USA
Courtney A Eudaly
Temporary
Veris Wealth Partners
Maureen C. Fahey
Executive Director
Morgan Stanley
Evelyn Farirayi
Director of Accounting
BTQ Financial
Christine Farkas
BMO Capital Markets
Irina Fateycheva
Senior Associate
PricewaterhouseCoopers LLP
Nadja Fidelia
Founder, Managing Director
Eland Capital a division of The Williams Capital Group, LLP
Christine Fischer
HR Specialist
CCM
Meredith Fisher
Director of Research
Dina Fleischman
Self Employed
Dina Fleischman
Nicole Claire Fox
CFP®, Financial Consultant
Ackler Wealth Management of Wells Fargo Advisors LLC
Nicola Fritz
June 30, 2014
Page 75 of 84
FWA MEMBER UPDATE ‐ New/Reinstated Members Eliza S. Fromberg
Counsel
Day Pitney LLP
Elizabeth Galt
President
Galt Consulting
Megan M. Garufi
Partner
Citrin Cooperman and Company
Diane (Grosz) Gelman
Managing Director
TIAA‐CREF
Kelley Gipson
Principal
Surroundings LLC
Ellen Gordon
President
Tootsie Roll
David Goss
Attorney
Heather M. Gostomski
Debra Goundrey
Managing Director ‐ Institutional Relations
Blue Sky Alternative Investments LLC
Sanuber Grohe
Group Vice President
MWW Group
Nirasha A. Guruge
Graduate Analyst
HSBC Bank USA
Caitlin Guthinger
Senior Manager
Deloitte Financial Advisory Services LLP
Tracy S. Harris
Chief Financial Officer
The BondFactor Company LLC
Gretchen Hayes
Managing Director
Guy Carpenter
Helena Yanzhe He
Accountant
Tokio Marine Management
Nancy M. Heiser
Vice President, CIMA
UBS Financial Services Inc.
Yeny E. Herrera
Supervisor
Albrecht, Viggiano, Zureck & Co.
Betty E. Houtsma
Managing Member
Sheﬃeld Terrace Associates LLC
June 30, 2014
Page 76 of 84
FWA MEMBER UPDATE ‐ New/Reinstated Members Elizabeth Howng
Vice President
JP Morgan
Franziska Hummel
Vice President
DZ BANK AG
Yael Israel
Director
Nicole T. Jenkins
Managing Director ‐ Head of Investment Services
UBS
Ariel Jiang
AVP Market Risk
Santander Bank N.A.
Jinny Jin
Associate
Bank of Tokyo Mitsubishi UFJ
Mateusz Kaliski
Investment Banking Analyst
Cowen and Company
Lenore Kantor
Head of Market Positioning & Industry Relations
Thomson Reuters Corporation
Grisel A. Kaplan
Senior Vice President
Metropolitan Commercial Bank
Alison Kilmurray
Senior Relationship Manager
TD Bank, NA
Oksana Kinker
Self employed
Standard & Poor's
Riva Kinstlick
Marian Knowles
Founder, President
Off Duty Chef, Inc.
Mary Komorowski
Vice President
The Northern Trust Company
Renata Kowalczyk
Risk Director
JPMorgan Chase Bank
Michal Krokosz
JPMorgan
Lada Kyj
Vice President
Barclays
Julie Ledermann
Vice President and Assistant General Counsel
JPMorgan Chase & Co.
June 30, 2014
Page 77 of 84
FWA MEMBER UPDATE ‐ New/Reinstated Members Regina S. Lee
Senior Counsel ‐ Law
Royal Bank of Canada
Lauren Leipold
Senior Associate
Kimberley Leitner
Corporate Vice President, Procurement
New York Life Insurance Company
Katherine A. Lemire
President
MSA Investigations
Andrea Leppart
Vice President
JP Morgan
Rebecca A. Lerner
Merrill Lynch Weatlh Management
Daniel H. Lerner
Portfolio Manager
Eos Partners
Nirel Levi
VP of Luxury Sales and Rentals
Hecht Group Corp
Elisheba Lewi
Business Manager
Scholastic Inc.
Claudia S. Lewis
Managing Director
BNP Paribas
Lucille Licciardello
Personal Banker
Bank of America
Andrea Lillard
Senior Manager
Rothstein Kass
Mary E. Lombardi
Manager
Ernst & Young LLP
Emily Mason
Marketing Associate
BNY Mellon
Stefani B. Masry
Susan K. Matlow
Norah McCann
Director Financial Ins
tu ons
DZ BANK AG
Jennifer McClellan
SVP
Edelman
June 30, 2014
Page 78 of 84
FWA MEMBER UPDATE ‐ New/Reinstated Members Laurie McKee
Managing Principal
Capco
Vera McVey
Senior Executive Vice President
Modern Bank N.A.
Laura B Murray
Sales Associate
Guggenheim Securities, LLC
Trinh T Nguyen
Managing Director
New York Life Investments
Funmi Odegbami
Dianna V O'Doherty
Self Employed
The Profit Line
Michael Okon
Axiom‐ BNY Mellon
Cindy M. Olson
Head of PR/AR
NICE Ac mize
Ferve Ozturk
Associate
BakerHostetler LLP
Kate Panchenko
Associate Director
RBC Capital Markets
Yana Parfenyuk
Sr. Consultant
Deloitte & Touche LLP
Paul Peduto
Director
BNP Paribas
Ophira Platt
Analyst
Cantor Commercial Real Estate
Elizabeth Powers
Partner
Duane Morris LLP
Nicoleen Prince‐Burrell
Vice President
American Capital, Ltd.
Ladyane Ribeiro Simao de Lima
Christy L. Rivera
Counsel
Chadbourne & Parke LLP
Josette Robinson
Prosek Partners
June 30, 2014
Page 79 of 84
FWA MEMBER UPDATE ‐ New/Reinstated Members Marybeth Rogers
BMO Capital Markets
Lisa Roll
First Vice President‐ Investments
Wells Fargo Advisors, LLC
Abigail M. Rosen
Financial Advisor
Brinton Eaton
Patricia N. Rush
Senior Consultant
Capco
Maura C. Ryan
Director, Business Development
Stan Adler Associates
Cary B. Samowitz
Partner
DLA Piper LLP
Jennie Sanders
Senior Investment Strategist
MJB Asset Management
Julie Sandler
Financial Advisor
Morgan Stanley Wealth Management
Shikha Sangeeta
Associate
BNP Paribas
Mary Schapiro
Vice Chairman of the Advisory Board
Promontory Financial Group LLC
Valerie Scimia
Bernadette Sebzda
Analyst
Alka Sham
Por
olio Manager
PeriOp Group
Andrea A. Sheehy
Director of Marketing Communications
Brinton Eaton
Jocelyn Shields
Associate, Wholesale Credit Risk Business Management
J.P. Morgan
Pei Shih
Manager
Deloitte
Cynthia R. Shoss
Partner at Law Firm
Sutherland Asbill & Brennan, LLP
Gerty Simon
Investment Associate
UBS
June 30, 2014
Page 80 of 84
FWA MEMBER UPDATE ‐ New/Reinstated Members Paulenier Sims
Director
CIT Group, Inc.
Randi B. Singman
Vice President
BNY Mellon
Anita Smith
Associate Financial Consultant
Charles Schwab
Katherine Smith
Delta Air Lines
Ayaka Souza
Associate
Bank of Tokyo‐Mitsubishi UFJ
Aida A. Spadafora
AVP
BNP Paribas RCC, Inc.
Angela Staral
Strategic Program Manager
HSBC Bank USA
Eva Strasser
Executive Director
JPMorgan
Penelope Taylor
Partner
McCarter & English, LLP
Marina Theodotou
Portfolio Manager ‐ Finance
American Management Association
Meena Thever
Principal
Atlas Placement Advisors
Linda Tieber
Administrative Assistant
Credit Suisse
Kathleen Tourjee
VP, Human Resources
WebMD
Lisa Tripi
Manager
Marks Paneth & Shron
Julia V. Troyan
AVP‐Compliance
Moody's Corporation
Rekha Unnithan
Senior Associate
TIAA‐CREF
Mary Uslander
Managing Director
Cheryl Venizia
Executive Director
UBS
June 30, 2014
Page 81 of 84
FWA MEMBER UPDATE ‐ New/Reinstated Members Patricia Verrochi
Marketing and Client Service Manager
Armstrong Shaw Associates
Jacqueline Walcott
Consultant
BNP Paribas
Wiebke Wanner‐Borchardt
Director, Globalization
TIAA‐CREF
Elizabeth West
Associate Professor
Columbia University
Helen Wey
Associate Underwriter
Arch Insurance Group
Michellen Wildin
Insurance Group Controller & Head of FP&A
New York Life
Mignon Winston
Justin Winters
Director / Financial Advisor
Treasury Partners
Mitsue Yoshitome
Associate
The Bank of Tokyo Mitsubishi UFJ, Ltd.
Maggie Yuen
June 30, 2014
Page 82 of 84
215 Park Avenue South | Suite 1712 | New York, NY 10003
Tel: 212-533-2141 | FWA.org

fwa graduate scholarship - Financial Women`s Association

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