Get Success Savvy

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.

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!

This 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. 
    Noreen Beaman

    Suzanne Siracuse

    Financial Services Industry Executive & Savvy Ladies Board Member

    Panel Moderator

    Kate Healy

    B2B CMO/NextGen Advocate and Board Chair, Foundation for Financial Planning




    Shaakira N. Mason-Holloway  

    Executive Director Market Director Wealth Chase Private Client & J.P. Morgan


    Noreen D. Beaman

    Vice Chair, Orion Advisor Solutions, Chair of the Destinations Mutual Funds Board


    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.

    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



    JP Morgan

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