The Financial Women’s Association Of San Francisco
presents

"Speed Mentoring - An Evening Event at the World Trade Club"

Join FWA senior members and industry leaders on Tuesday, July 25, 2006 for an evening of "speed mentoring". Many of our members have asked for a mentoring program and access to successful senior people. Based on this feedback, we are excited to bring you this member - mentoring event. We only have space for 24 members, so sign up NOW!

What is "speed mentoring"? This is an opportunity for junior members ("mentees") to meet with senior members and industry leaders ("mentors") and ask specific questions about their careers and goals. Our 7 mentors will spend 12 minutes with each mentee group, and then we'll finish the evening with cocktails and a chance to mingle!

About the Mentors: 

Donna Bedford, founder and president of The Bedford Group, is known for her ability to help financial service providers and professionals leverage their strengths and develop the skills, confidence and courage to compete. A dynamic coach and energizing trainer, Donna leads consultative sales, target marketing, strategic networking and client relations training programs.

Evelyn Dilsaver is Executive Vice President of Charles Schwab and is President and CEO of Charles Schwab Investment Management with $183 billion in assets under management under three brand names (Schwab Funds, Laudus Funds and Excelsior Funds). She is a member of the Executive Committee at Schwab.

Michele Iversen is Executive Vice President of Corporate Strategies & Development at Washington Mutual Card Services. She is responsible for identifying and executing internal and external strategic investment opportunities. Additionally, she oversees forecasting, planning and reporting for the company’s marketing efforts.

Lela Jahn is the founder and owner of Jahn Investment Advisors, a financial planning and investment advisory firm in San Francisco. She manages over $100 million in assets for her clients, 85% of whom are women. Her commitment to empower women with self-reliance and freedom of choice in their professional and personal lives has been a life long endeavor.

A much in-demand communication and leadership coach, Peggy Klaus has spent over a decade advising some of America's top Fortune 500 executives. She reaches thousands of professionals a year through speaking, coaching, and workshops for leading corporations. Her client list includes JP Morgan Chase, Levi Strauss, American Express, Disney, Goldman Sachs, Cisco Systems, and Booz Allen Hamilton, among others.

Jillian Rudman is President and CEO of J Rudman & Associates, a marketing communications firm helping financial services organizations address the challenges posed by globalization, consolidation and product proliferation all of which demand immediate, relevant and intelligent responses. The firm’s process and its people help clients improve sales, refine distribution, enhance marketing performance and align client service with client expectations.

Kathleen Ursin is a Principal with Secura Burnett Company, LLC. During the course of her career in search, Kathleen has stayed broadly focused in the financial services arena. Assignments have included extensive work in private client services, risk management, real estate finance, asset management and marketing and sales for banks, investment banks, insurance companies and companies in the private sector.

REGISTRATION

Sorry,  this event is full.  Registration is now closed.
 

For any questions regarding the above program call (415) 586-8599 or email