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Creating a Financial Roadmap for Success

Inspiring & Educating Women to Create a Financial Roadmap for Success

Empowering women through thoughtful sharing of insight, and lessons learned from engaging panelists. Industry experts will share leadership perspectives, tools, and motivational insight as an opportunity to support women to achieve personal and financial success.

When Women Lead

How to inspire change, build talent, create a path for advancement and make a lasting impact.

Women work to inspire change, build talent, create a path for advancement and make a lasting impact. Join us for a lively discussion with Lauren Young, Reuters Personal Finance & Workplace Expert, as she moderates a panel discussion with leading women professionals.

Wednesday May 4th 6:00 PM ET

Lauren Young

Workplace, Personal Finance, and Digital Expert at Reuters


Fiona Philip

Principal & Associate General Counsel, Office of General Counsel

KPMG LLP, Washington DC


Limor Seltzer

Associate Vice President
Nationwide, NRI, NF, Sales Development & Training


Lauren A. Ziadie

Executive Director
Morgan Stanley Wealth Management | Wealth Mgmt Administration 


Mary Elizabeth Taylor

Vice President, Head of External Affairs at Robinhood, former Assistant Secretary of State


The Power of Your Own FAB

(Female Advisory Board)!

Most companies have a group of people that serve as “advisory board members”.  Their role is to help provide guidance, recommendations, and insights on a variety of key topics in order to ultimately produce better results for that firm. 

So why shouldn’t we apply that same strategy to ourselves as women in the workforce!

The panel will discuss:

  • The key criteria for selecting your personal FAB
  • How, when, and why to engage with them
  • Real life examples of how the panelists use their own FAB’s including career advancement techniques, addressing difficult situations and salary negotiation strategies. 

Panelists TBC

Wednesday, June 15th 6 pm ET

Suzanne Siracuse



Interested in becoming a panelist? Like to sponsor a Savvy Series?

Email Judy Herbst, Executive Director:

to learn more about our sponsorship & speaker opportunities.