The Financial Women’s Association Of San Francisco
presents

"Speed Mentoring"

Join FWA senior members and industry leaders on Wednesday, April 11 for our third evening of "speed mentoring." Many of our members have asked for a mentoring program and access to successful senior people. Based on this feedback and on the heels of our successful July and November mentoring events last year, we are excited to bring you our spring speed 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 8 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: 

Kristin F. Gannon is head of Real Estate Investment Banking in the West Region for Goldman Sachs, which she joined in 2006 as a managing director. Prior to joining the firm, Kristin worked at Morgan Stanley for eight years, where she was head of West Coast Real Estate. In this capacity, she was active in strategic advisory transactions and capital raising activities for public REITs and private real estate companies. She also worked at Merrill Lynch and the Deloitte & Touche Realty Consulting Group.

Kristin received a BS in Business Administration from the University of California at Berkeley and an MBA from the MIT Sloan School of Management.

Kathy Freeman Godfrey has two decades of experience in executive recruiting, and has had her own retained search firm exclusively focused on the financial services industry since 1992. Kathy’s depth of experience enables her to offer unique perspectives on topics as diverse as industry trends, sales team dynamics, or developing parameters for upgrading roles to gain a competitive edge. Since 2000, Kathy has been an active member of the IACPR, where she collaborates with both corporate HR professionals and executive search colleagues committed to developing best practices within the field of recruitment. She has also played a leadership role in the IACPR Small Search Firm Roundtable, a national contingent of boutique search firms that meet annually to better the search process and product they deliver to their clients. In addition, Kathy conducts seminars for clients and CEO groups on the critical importance of interviewing skills as a key component to successful leadership.

Kathy holds a BS in Marketing from California State University, Chico. She lives in San Luis Obispo, California with her husband and two young children.

Anne B. Golden CFP®, West Coast Regional Managing Director & Portfolio Manager for Trainer Wortham, where she's been since 2003. Prior to Trainer Wortham, she was a Managing Director, Principal and Senior Investment Manager with Montgomery Asset Management from 1995 to 2003. From 1983 to 1995, Ms. Golden was a Senior Vice President and Portfolio Manager at Bailard Biehl and Kaiser, Inc. She was also a Portfolio Manager at Cole Financial Group from 1977 to 1983. Ms. Golden was a Municipal Bond Analyst/Trader at L.F. Rothschild & Co. from 1974 to 1977, and a Stock/Bond Broker from 1965 to 1966. Ms. Golden served as a member of the Charles Schwab Institutional Advisory Board from 2001 to 2003, was the 1998 President of the Financial Women’s Association of San Francisco, and received her BA from the University of Colorado in 1964. She has 32 years of investment experience.

M. Maureen Freeman, CFA is the Director, Portfolio Management at AXA Rosenberg Investment Management LLC, a $100 billion global equity investment firm based in Orinda. At AXA Rosenberg, Maureen has oversight responsibilities in the Americas investment process and strategy implementation and responsibility for the portfolio management and client relationships for a number of AXA Rosenberg's institutional and public fund clients. She joined the firm in 1987 and has served in a number of roles including research, trading, chief investment process and deputy chief investment officer-North America. Before joining AXA Rosenberg, she worked as a financial consultant in litigation matters and as a capital markets analyst. Maureen holds a MBA in Finance from The Wharton School, University of Pennsylvania, and a B.Sc. from the University of California, Berkeley, Haas School of Business.

Lucinda Smith is Vice President and Senior Relationship Manager in the Mellon Financial Global Securities Group San Francisco office. Her responsibilities include the management of several very large corporate and public pension funds, foundations, a couple of Nuclear Decommissioning Trusts, and oversight of the office. She opened the SF client service office for Mellon in 1985 and has seen it grow in asset size from zero to $150+ billion. When asked why she has enjoyed the last 22 years, she replied, "Working with large sophisticated clients has been a wonderful experience for me personally and has provided a never-ending variety of challenges as Mellon works to meet their increasing needs. Clients are fantastic to work with as they develop strategies and venture into new investment vehicles. Travel is also part of the work scene and while not glamorous by any means, it does keep us on the go."

Before joining Mellon, Lucinda was the manager of Bank of America's Master Trust Special Services group. She has been a member of FWA since 1972 and has served as president two separate times.

Judy Todd is the Executive Director of Farella Braun + Martel LLP. She joined the firm in 1990 and held the position of Controller, and then CFO until becoming the Executive Director in 2001. Judy is a Certified Public Accountant and was employed at KPMG Peat Marwick and Ernst & Young. She also held the position of Controller for Diversified Energy Corporation and served in the accounting and internal audit functions of Argonaut Insurance Company. A member of the Financial Women’s Association of San Francisco since 1983, she served as its President in 1996. Judy served on the Board of Directors of the non-profit organization, GirlVentures, for six years, including four years as its President and is currently Board Emeritus. In 2007, Judy was nominated and elected to the Executive Committee of the Bar Association of San Francisco's Law Firm Management Section.

Heidi Yodowitz recently retired from her position as Senior Vice President, Finance for McKesson Corporation. In that role, Heidi was responsible for finance and decision support activities around planning, forecasting, strategy and M&A for the Corporation. In addition, she was responsible for the Company’s transaction shared services hub and corporate procurement initiatives. Heidi was with McKesson for more than 16 years and held numerous financial positions during that period, including SVP and CFO Pharmaceutical Solutions, the Company’s pharmaceutical distribution and services businesses to retailers, providers and payors. Prior roles included SVP and Controller and Acting CFO for the Corporation.

Prior to joining McKesson, she was a senior manager with Deloitte & Touche LLP, working first in Los Angeles and later in the San Francisco office. She received an MBA in 1979 and a BA in 1975 from the University of Southern California.

Heidi serves on the Board of Glacier Water Services, Inc., and is the Chair of the Audit Committee. She is a former CPA and a member of the Women Business Leaders of the U.S. Health Care Industry Foundation. She was recognized by the San Francisco Business Times as one of the "Most Influential Women in Business in 2004"; and was on their list of Influential Women the prior two years.

Julia Murphy currently works at PG&E as the Manager of Industry Intelligence within the Asset Management organization. As of April 2006, she is responsible for creating the vision and building this new department, which supports PG&E’s strategy and investment decisions by evaluating emerging technologies, industry trends, and new business models. Prior to this role, she was the Manager of Strategic Planning and Corporate Development at PG&E Corporation. In this capacity, she was responsible for building the department and evaluating potential M&A opportunities. Julia started her career at PG&E Corporation in the Treasury Department, where she developed the interest rate hedging strategy and led the Utility’s $9 billion refinancing to emerge from Chapter 11.

Prior to joining PG&E and business school, Julia was the Supervisor of Trade Operations at Mellon Capital Management where she was responsible for domestic trading of equities, asset-backed securities, fixed income and swaps. Julia holds a BA in Biology from Occidental College, and an MBA from the University of Chicago, Graduate School of Business (GSB).

Space is limited, so reserve early!

REGISTRATION

This event is SOLD OUT. No walk-ins will be allowed.

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