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The Financial Women’s
Association Of San Francisco
presents
A Professional
Development Series Event:
"Speed Mentoring" on
Tuesday, July 29th, 2008
Join FWA senior members and other industry leaders
for our second FWA members-only mentoring event of 2008!
Our "Speed Mentoring" series grew out of a desire by our
members - at all stages of their careers - to interact with
and receive advice from senior women in finance who have
climbed the corporate ladder.
Just how does "Speed Mentoring" work? FWA members ("mentees")
in groups of three will meet during the course of the
evening with seven senior women leaders ("mentors"). Our
mentors will spend 12 minutes with each mentee group. The
more specific and focused the questions you ask, the more
rewarding your experience - and that of other mentees - will
be. Mentees should bring 2-3 key questions about an aspect
of their career development.
We are limiting the event to 24 members to optimize the
experience of each participant, so sign up NOW! As an
added bonus, we will finish the evening with cocktails and a
chance to mingle and network with all who attend.
About the Mentors:
Dara Bazzano, Partner, West Area Professional
Practice, KPMG
Dara Bazzano is an Audit Partner in KPMG's San Francisco
office. She specializes in the consumer market and
information, communication and entertainment industries.
Dara's areas of expertise include SEC filing matters,
revenue recognition, debt and equity accounting, and
business combinations.
Dara began her public accounting career in 1990 and has
participated in numerous audits and public equity
transactions for technology companies and in private debt
transactions for a large multinational consumer client. She
also spent several years in private practice as a Financial
Analyst and Controller in the technology and pharmaceutical
industries, where she worked with IAS reporting
requirements. She is currently the Chairwoman of KPMG's
Network of Women in San Francisco and is one of the firm's
National Instructors.
Dara is a graduate of California State University,
Sacramento and holds a B.S. in Business Administration with
a concentration in accounting. She is a Certified Public
Accountant in California, and is a member of the American
Institute of Certified Public Accountants.
Janet B. MacAulay, Interim Chief Financial Officer,
Chrysalis Consulting Services
Janet MacAulay is a business executive with an innovative
approach to providing companies with the resources,
strategic planning, and the support they need for growth.
Janet is a passionate value builder, who provides finance
and operations management expertise to start-ups, mid-stage
growth, and mid-cap companies. With over twenty years of
experience, she has led mergers and acquisitions, developed
and led cross-functional collaborative process teams to
successful implementation; managed finances for multiple
legal entities; and built operations teams and systems for
planning, tracking, and reporting.
Janet holds a B.S. degree in Business Administration from
San Jose State University. She is involved with several
local charitable foundations.
Cathy Mastroianni, Senior Recruiter, SEARCHWRIGHT
Cathy Mastroianni is a Senior Recruiter at SEARCHWRIGHT, and
has over 10 years of recruiting and sales experience.
SEARCHWRIGHT is a San Francisco-based, boutique, private,
woman-owned, full-service search firm. Prior to her career
in recruiting, Cathy was a Senior Human Resources Associate
with Coopers and Lybrand LLP in San Francisco (now
PricewaterhouseCoopers). Cathy was recruited to San
Francisco from Harvard Business School, where she was an
Account Manager, coordinating company recruiting activities.
Cathy graduated with a degree in Educational Studies from
Brown University.
Anna W. M. Mok, Partner, Strategic Clients, Deloitte &
Touche During her 19-year career at Deloitte, Anna has provided
audit, advisory, and consulting services in a variety of
business areas. She has advised clients in their initial
public offerings, globalization strategies, mergers and
acquisitions, corporate and growth strategies, business
operation improvement, corporate governance, enterprise
transformation, and other corporate initiatives. In addition
to leading strategic clients of Deloitte, Anna has developed
an Asian business expertise as the Managing Partner of the
US-South East Asia Program and as a senior advisor to the US
Chinese Services Group.
Anna is currently the president of the Hong Kong
Association of Northern California and Ascend (Northern
California); serves on the executive committees and board of
directors of the Commonwealth Club of California (the
nation's oldest public affairs forum), the Hillsborough
School Foundation, Ascend (National) and the National US
Hong Kong Business Association; and is an executive
committee member and president-elect for the Asia America
Multi-Technology Association. She previously held board of
directors or leadership positions with various other
community and business organizations, including the San
Francisco Chamber of Commerce and Self-Help for the Elderly.
Katherine ("Kate") Schapiro, CFA, Portfolio Manager,
Sentinel Asset Management
Ms. Schapiro has over 26 years of investment experience as
an analyst and portfolio manager, specializing in global
equities. In December 2005, Ms. Schapiro joined Sentinel
Asset Management as Senior Vice President and Portfolio
Manager. Currently, she manages the Sentinel International
Equity Fund from the company's San Francisco office. From
May 2001 through December 2004, Ms. Schapiro was a portfolio
manager at Strong Capital Management, where she managed
mutual funds and private and institutional accounts focused
on international (global ex-US) equity investments.
Kate Schapiro graduated from Stanford University with a
B.A. in Spanish Literature. In addition, she has earned the
right to use the CFA designation. She is a past president of
the CFA Society of San Francisco and is an active member of
the CFA Institute, currently serving as Chair of the
Marketing and Communications Committee. Kate is also a
member and past Chair of the Annual Conference Committee for
the CFA Institute and former member of the Professional
Development Committee.
Ms. Schapiro has appeared as a guest on "Wall Street
Week" with Louis Rukeyser, "Wall Street Week" with Fortune,
Bloomberg News, BBCTV, CNBC and CNNfn. She has been profiled
in The New York Times and in Barron's. Ms. Schapiro is an
avid skier and bicyclist, and has cycled on five continents.
In 2005, Kate spent several weeks trekking in the Himalaya
Mountains of Nepal and Bhutan.
Meredith Spencer, Vice President, Small Business
Segment, Wells Fargo
Meredith Spencer is a Vice President, Finance Manager, for
the Small Business Segment at Wells Fargo where she is
responsible for portfolio planning of Business Deposits, key
driver-based reporting, ad hoc financial analysis, and the
expense management of the Small Business Segment
organization.
Meredith joined Wells Fargo in 2004 as a Finance Manager
for Small Business Cash Management. In 2007, she became a
Vice President and lead Finance Manager for the line of
business. Before joining Wells Fargo, she spent 5 years at
Charles Schwab as a financial analyst in a centralized
planning group. Prior to Schwab, Meredith lived in
Washington, D.C., and worked for an investment bank in
Baltimore.
She graduated from the University of North Carolina at
Chapel Hill, where she earned a Bachelor of Science and
Business Administration.
Stacey Welsh, Vice President, Private Wealth
Management, BNY Mellon Stacey Welsh is a Director within the Private Wealth
Management Group of BNY Mellon. She is responsible for
providing sophisticated wealth planning strategies to
individuals, families and non-profit organizations. She
specializes in helping clients with large real estate
portfolios, and in advising women on the financial aspects
of divorce.
Stacey brings over 25 years of broad-based experience in
the financial services industry. She was most recently a
financial advisor with Sanford C. Bernstein. Previously, she
was on the founding management team of two financial
services companies, in business development and strategy
roles, and as a principal of a brokerage firm serving
independent financial advisors. Prior to that, she spent 10
years as an investment banker with Citigroup, where she
executed several billion dollars of structured real estate
finance deals. Stacey holds the Series 7 and 63 brokerage
licenses. She is also a Certified Public Accountant and a
Certified Divorce Financial Analyst.
Stacey earned an MBA from the University of Chicago
Graduate School of Business, and is a member of the Board of
Directors of Yerba Buena Center for the Arts, Summer Search
San Francisco, Town School for Boys, and the Hawaii Chamber
of Commerce of Northern California ("HCCNC"). She is the
President of the HCCNC Foundation.
Space is limited, so reserve early!
Event Details
Who:
The Financial Women’s Association of
San Francisco
What:
"Speed Mentoring"
When:
Tuesday, July 29th from 5:30 PM - 8:00
PM
Program Format:
Appetizers and cash bar
Where:
Le Meridien, 333 Battery Street at
Clay, San Francisco
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.
cut
here
Tuesday, July 29th 5:30pm - 8:00pm
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