Get Success SavvyCreating 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.
Financial Services Industry Executive & Savvy Ladies Board Member
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.
Workplace, Personal Finance, and Digital Expert at Reuters
Principal & Associate General Counsel, Office of General Counsel
KPMG LLP, Washington DC
Associate Vice President
Nationwide, NRI, NF, Sales Development & Training
Lauren A. Ziadie
Morgan Stanley Wealth Management | Wealth Mgmt Administration
Mary Elizabeth Taylor
Vice President, Head of External Affairs at Robinhood, former Assistant Secretary of State