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The Financial Women’s
Association Of San Francisco
presents
A Professional
Development Series Event:
"Speed Mentoring"
Join FWA senior members and industry leaders in San
Francisco on Thursday, November 8 for our fifth evening of
"speed mentoring." This series grew out of
member desire for a mentoring program enabling interaction
between junior and senior members. Based on this feedback
and successful past events, we are excited to bring you our
fall speed mentoring event. Speed Mentoring works optimally
with a smaller group; therefore, we are limiting this
event to 24 members. Please 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:
Laurie E. Deaton, CFA – Vice President, Global
Business Development, Wellington Management Company
Laurie is responsible for Wellington Management’s sales and
marketing efforts to the West Coast plan sponsor community.
Wellington Management, headquartered in Boston, is an
institutional investment management firm, which currently
manages approximately $600 billion for clients globally.
Laurie’s role is to understand the needs of corporations,
public funds, endowments, and foundations and to provide
investment solutions from the firm’s broad product
offerings.
Before joining Wellington Management in 2000, Laurie was
senior vice president in charge of the San Francisco office
of Oppenheimer Capital (1997 – 2000). Laurie also worked for
Barrow, Hanley, Mewhinney and Strauss, Inc. (1995 – 1997).
Prior to that, Laurie was with Pacific Enterprises in Los
Angeles, California, where she was responsible for their
defined benefit/defined contribution plans that approximated
$2 billion in assets (1989 – 1994). She was also responsible
for a $600 million short-term fixed income portfolio and the
commercial paper and medium-term note programs at the
company.
Laurie received her MBA (1989) and BS (1985) from Pepperdine
University and holds the Chartered Financial Analyst
designation.
Sydney Firestone - Director, Forensic & Dispute
Services, Deloitte Financial Advisory Services LLP
Ms. Firestone is a Director with the San Francisco Forensic
& Dispute Services practice of Deloitte FAS LLP. She has
been with the firm for over 24 years, during which time she
has served as an expert, testifying in deposition and at
trial, in breach of contract, intellectual property,
employment, security and a variety of other litigation
matters. In addition to testimony, Ms. Firestone has also
provided consulting support to counsel prior to trial on
strategic case issues, including development of damages
theories, discovery and case management.
Prior to joining Deloitte in 1982, Ms. Firestone taught
mathematics and mathematical statistics at Columbia
University and the City University of New York. She also
spent several years with Citibank in New York, where she
helped to establish commercial branch operations. She has a
B.S. in Mathematics from Tufts University, an M.Ph. in
Mathematical Statistics from Columbia University, and an
M.B.A. with a focus on finance and accounting from Stanford
University.
Ms. Firestone is the leader of Deloitte FAS’ Women’s
Initiative (“WIN”) activities for Northern California, and
serves on the firm’s national FAS WIN committee. She
participated in the initial development of WIN at Deloitte
in 1993, serving on a variety of local and regional
committees. She is a frequent speaker to law firms on
developing a women’s initiative in a client service
environment, including establishing the business case for
change.
Janine M. Guillot - Managing Director, Global Head of
Change Management and Product Infrastructure, Barclays
Global Investors
Janine Guillot has global responsibility for BGI’s project
management and new product launch processes and teams. In
that role, Janine is enhancing BGI’s capabilities to deliver
large-scale, global change. Prior to assuming her current
role, Janine was Chief Operating Officer for BGI Europe,
based in London. She was responsible for BGI Europe’s
support functions, including Operations, Legal, Risk,
Compliance, Project Management, Finance, Human Resources,
Facilities & Communications. Janine joined BGI in 2002 as
CFO & Director of Strategy for the European business.
Prior to joining BGI, Janine spent 12 years at Bank of
America in San Francisco. She held a variety of positions at
the Bank, including Chief Planning & Administrative Officer
for the consumer business and CFO for the wealth management,
middle-market banking, and commercial real estate groups.
She also served as director of brand development and
management, launching a new brand for Bank of America, and
she launched an internet-based consumer-lending venture for
the Bank. Janine started her career in public accounting
with Ernst & Young.
Janine received a BBA with a concentration in accounting and
English minor from Southern Methodist University in Dallas
in 1985. She is a CPA.
Lillian Jackson –Vice President, Business Direct,
Wells Fargo
Lillian Jackson is a Vice President in Business Direct at
Wells Fargo with over 25 years of operational, project and
product management experience. She is responsible for
portfolio management, product management and development,
business development, marketing communications, direct mail,
finance, strategy and analysis for SBA Small Business
Advantage Lines and Loans. Lillian joined Wells Fargo in
1999 as a consultant in Private Client Service (now Wealth
Management Group). In 2000, she became a project manager for
systems and development in Business Direct. A year later,
she became a Vice President and head of the Project
Management group. Before joining Wells Fargo, she spent 17
years at Bank of America, serving as a Vice President in ATM
Debit Card project management and an Operations Manager in
consumer checking and savings products.
She graduated from San Francisco State University where she
earned a Bachelor of Arts degree in Developmental
Psychology. Lillian is a dedicated member of the Financial
Woman's Association in San Francisco.
Jeanne Montague – Principal, Montague Partners
Jeanne has over 18 years of experience in corporate finance
- including mergers, acquisitions, and divestitures as well
as the sourcing of senior debt, subordinated debt, and
equity capital to finance acquisitions or growth capital
needs. As the founder of Montague Partners in 1989 and later
the co-founder of Comann & Montague in 1993, she has
developed a nationwide practice that focuses on
privately-held middle market companies to provide a level of
creativity, professional experience and global perspective
typically found only in much larger firms. During her
investment banking career, she has led and completed over 75
transactions ranging from $10 million to $250 million in
size.
Prior to her investment banking career, Ms. Montague had
experience as a global lending officer with Bank of America,
as the Chief Financial Officer with Chemoil Corporation and
in the merger and acquisition practice at
PricewaterhouseCoopers. She has been a guest lecturer in the
Entrepreneurial Studies Program at the Stanford Graduate
School of Business, the Practicing Law Institute, the Women
in Business Forum at the Haas School of Business, and
numerous other professional and industry forums.
Ms. Montague received her BA in International Relations from
Connecticut College in New London and her MBA in Finance and
Accounting from Columbia University, Graduate School of
Business in New York.
Karen R. Pajarillo – Partner, The Riverside Company
Karen Pajarillo has 14 years of experience in private equity
and investment banking. Karen joined The Riverside Company,
a private equity group investing in premier middle market
companies, in 1995. She is now co-head of the company's San
Francisco office. Prior to joining Riverside, she was a
Senior Associate with AgriCapital Corporation, a New
York-based investment bank serving agriculture-related
industries. Previously, she was with Burns McClellan, a
public relations firm representing biotechnology and
pharmaceutical companies.
She currently serves on the following Riverside portfolio
boards of directors: ATI Enterprises, FLA Orthopedics,
Maverick Enterprises, Momentum Textiles, and Olympic Boat
Centers.
Karen holds a BS and BA in Biology and Communication from
Stanford University.
Dana Schmidt – Chief Compliance Officer, MicroPlace
Dana joined MicroPlace in January 2007, as the 10th employee
of this eBay startup, with responsibilities including
compliance, legal, and risk management. MicroPlace is a
website which allows retail investors to purchase
microfinance securities, the proceeds of which are used to
make small loans to the working poor in developing countries
around the world.
Prior to joining eBay, she spent a year at Wells Fargo
Advantage Funds leading the implementation of their $32
billion acquisition of Strong Financial, and prior to that,
14 years as Chief Administrative Officer of Montgomery Asset
Management, a San Francisco firm managing over $12 billion
in mutual funds and institutional accounts. Prior to
Montgomery, Dana worked for Morgan Stanley in New York in
various sell-side capacities.
Dana received her undergraduate degree in Economics from
Haverford College in Pennsylvania and her MBA in Finance
from the Fuqua School of Business at Duke. She lives in Mill
Valley and relaxes from the world of legal and compliance by
competing in show jumping with her horse Muskateer.
Space is limited, so reserve early!
Event Details
Who:
The Financial Women’s Association of San Francisco
What:
"Speed Mentoring"
When:
Thursday, November 8 from 5:30 PM -
8:00 PM
Program Format:
Appetizers and cash bar
Where:
Le Meridien (formerly the Park Hyatt
Hotel) ,
333 Battery St at Clay, San Francisco, CA Map
Cost:
This a members only event - Fee is $35
REGISTRATION
There are 5 ways to pre-register:
1. Register online. Online registration is now closed.
2. Print and mail the following form to FWA, P.O. Box
26143, San Francisco, CA 94126
3. Print and fax the following form to 415-586-6606
4. Send an email to
5. Call Rhoda Singer at (415) 586-8599
Refund Policy: We are unable issue refunds unless the
refund request is received 72 hours prior to the event.
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Thursday, November 8 from 5:30 PM - 8:00 PM
A Professional
Development Series Event:
"Speed Mentoring"
Yes, I am attending
event and will/will not bring other members. Total number in attendance:______
Return to: FWA, P.O. Box 26143, San Francisco, CA 94126
or fax (415) 586-6606
For any questions regarding the above program call (415) 586-8599 or email
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