The Financial Women’s Association Of San Francisco
presents

A Professional Development Series Event:

"Speed Mentoring"

Join FWA senior members and other industry leaders in San Francisco on Wednesday, March 19 for a unique mentoring opportunity.  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 six 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 the experience, and the experience of each of the 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: 

Ann Akichika, COO, Artisan Partners
Ann Akichika is the Chief Operating Officer of the International Growth Strategies team at Artisan Partners, an institutional money management firm. Artisan's International Growth team manages approximately $28 billion, and invests in non-US stocks. Prior to joining Artisan, Ann was the Chief Operating Officer of Investment Banking and the Director of Marketing and Corporate Communications at Thomas Weisel Partners. Prior to joining Thomas Weisel Partners, she was an investment banker for 10 years at Morgan Stanley and at Hambrecht & Quist.

In additional to her professional interests, Ann is on the Board of Directors of Lone Mountain Children's Center, the Harvard College Fund Executive Committee and the Junior Committee of the San Francisco Symphony. Ann has been recognized as one of The San Francisco Business Times' "Most Influential Women in Business." Ann holds an A.B. in Economics from Harvard College, an MSc in Economic History from The London School of Economics, where she was a Rotary International Scholar, and an M.B.A. from The Amos Tuck School at Dartmouth College.

Alison Davis, Managing Partner, Belvedere Capital
Alison Davis, Managing Partner of Belvedere, was formerly the Chief Financial Officer and a member of the Global Management Committee at Barclays Global Investors ("BGI"), a leading institutional investment manager with over two trillion dollars of assets under management and operations in North America, Europe and Asia. In her capacity as CFO, Ms. Davis oversaw strategy development and corporate development for BGI as well as the global financial operations of the company. Prior to this, Ms. Davis spent fifteen years working in the banking and financial services sector on issues of strategy, revenue growth, cost reduction, M&A, process redesign, credit quality and organization. Between 1993 and 2000, she was a senior partner and Practice Leader with A.T. Kearney in the global banking and financial services sector, working with clients in New York, Canada and the western United States. Ms. Davis was a member of A.T. Kearney's North American Management Committee and the Practice Leader for the western United States. From 1984 to 1993, she was a senior consultant with McKinsey and Company and a leader in the Financial Institutions Group focusing on the banking and financial services sectors and working closely with financial services clients in Europe and North America.

Ms. Davis obtained a Masters degree in Economics from Cambridge University in England, and received a combined M.B.A. from Harvard Business School and the Stanford Graduate School of Business. Ms. Davis is a member of the Board of Directors of LECG, Les Concierges, Broadlane, Hometown Commercial Capital, Presidio Bank, BenefitStreet and Belvedere SoCal, and a former board director of several public companies including First Data Corporation.

Kathryn M. Dodds, Partner, PricewaterhouseCoopers
Kathy is a Systems Process & Assurance (SPA) Partner at PricewaterhouseCoopers in San Francisco. She has over twenty-eight years experience in information system consulting, business process improvement, systems implementation and quality, project management, business continuity planning, and information systems auditing. Her industry experience includes utilities, manufacturing, consumer products, engineering/construction, healthcare, higher education. Kathy's focus is on business and technology process, risk management, internal controls optimization, Sarbanes-Oxley, and assessing systems quality.

Kathy is the West Region SPA Risk Management Partner for the firm. She currently serves a dozen public audit clients in the financial and internal controls (Sarbanes-Oxley) audits and assists non-audit clients in preparing for their certification. She consults with PwC public client teams on process and controls and brings this extensive experience to her clients.

Kathy has a B.A. Economics, a Bachelor of Commerce - Accounting, and is a Canadian Chartered Accountant and a Certified Information Systems Auditor. She is a member of the Canadian Institute of Chartered Accountants and the Information Systems and Control Association.

Lee Hanson, Partner, Heidrick & Struggles
Lee Hanson is a Partner in the San Francisco office of Heidrick & Struggles. She is a senior member of the Global Financial Services Practice, and the Board of Directors practice, and specializes in the private equity/venture capital, investment banking, asset management, and hedge fund industries. In addition to her executive search practice, Ms. Hanson serves on the firm's Global Consultant Development Committee and was a member of the firm's inaugural Global Nominating Committee as well as the first partner-elected Global Partnership Council.

Prior to joining Heidrick & Struggles in 1995, Ms. Hanson was a Director in the Investment Banking Division of Merrill Lynch & Co. In this role, she was instrumental in establishing and building a group which had client responsibility for the telecommunications industry. Her clients also included companies in a broad range of other industries, including retailing, financial services, publishing, and consumer products. She was involved in assignments ranging from equity and debt financings, mergers and acquisitions, and general financial advisory projects, including a number of assignments with companies in Europe and Asia.

Ms. Hanson began her investment banking career as an Associate in the Corporate Finance Division of Morgan Stanley & Co. in New York. She also spent three years in the firm's Tokyo and London offices. Prior to her work as an investment banker, she served as a legal clerk to a federal district judge in New York.

Ms. Hanson graduated with a B.A. in economics, summa cum laude, from Yale University and holds a J.D. from Harvard Law School. She was a Trustee at the Head-Royce School in Oakland, California from 1997 to 2006 and is the immediate past Chair of its Board. She is currently Co-Chair of the school's capital campaign. Ms. Hanson also serves on the Board of Directors of Analysis Group, Inc., and is a former Vice President of the Board of the Financial Women's Association of San Francisco.

Maha Matta, Senior Vice President, Citi Smith Barney
Maha Matta is a Senior Vice President and Wealth Management Advisor at the Citigroup Family Office. Maha and her team work with a select number of ultra high-net-worth families and their closely held businesses, focusing in particular on wealth preservation strategies, investment management, tax and estate planning.

Prior to joining Smith Barney in November 2003, Maha spent 12 years at Bank of America's Private Bank. Maha has extensive experience with fixed income investments and can provide both fee-based and transactional services across the spectrum of fixed income securities.

Maha received an Economics degree from the University of Missouri and attended courses at the University of Iowa. She holds series 7, 63, 65 and California insurance licenses. She is currently on the Board of Directors of the Special Olympics-Northern California and sponsors a Junior Achievement program for ACHIEVE, a program for at-risk teenagers. Maha resides in San Francisco with her husband.

Rachel Minard, former Partner, Corbin Capital Partners
From 2005-2007, Rachel S.L. Minard had been Partner and Director of Global Marketing, responsible for all asset raising and client service for Corbin Capital Partners, a pioneer in the hedge fund of funds industry and a firm she renamed. Previously, Ms. Minard was Director of Marketing at Cadogan Management, a then $1.6B hedge fund of funds firm. Before Cadogan, Ms. Minard was Vice President and Consultant Advisor for J.P. Morgan Fleming Asset Management, where she developed and managed west coast consultant relationships. From 1997 to 1999, Ms. Minard served as Director of Business Development for Dakin Partners, opening and managing its New York office. Earlier, Ms. Minard served as Assistant to the Director of Marketing and Client Service for Pareto Partners. Named 2004 "Non-Profit Marketer of the Year" (FEMM), Honored Member, Cambridge's Who's Who Among Executives (2005-2007), Cambridge's Professional of the Year (2007-2008) and a frequent speaker at industry conferences, Ms. Minard started her marketing career in 1991 after her marketing company was hired to build the Ronald Reagan Presidential Library.

Ms. Minard holds a B.A. degree in Journalism, minor in Philosophy, with honors from Northeastern University, and is a graduate of the AIMSE/Wharton Institute. Ms. Minard serves on the Board of Directors of AIMSE and PAICR and on the Executive Committee of 100 Women in Hedge Funds, San Francisco.

Ann Tardy, Founder, LifeMoxie!
Ann Tardy is the Founder and Chief Catalyst of LifeMoxie!, the people success company. LifeMoxie! is committed to engaging people in their work (and their lives) with strategic mentoring solutions, professional skills training, and moxie! Prior to launching LifeMoxie!, for 12 years Ann was an attorney in Silicon Valley, practicing corporate law at Pillsbury Winthrop Shaw & Pittman, and at Fenwick & West. She then managed the legal departments of a start-up that went under, then a start-up gone public, before launching her own law firm. For five of those years, Ann also served as the co-Director of the Entrepreneurial Education program at the Girls' Middle School, a girls' middle school in Mountain View, training 12-year-old girls how to start and run businesses.

Ann earned an accounting degree from the University of Illinois, a law degree from Chicago-Kent College of Law, a CPA from the State of Illinois, and licenses to practice law in Illinois and California. She was honored as an "Outstanding Business Woman of the Year" by the American Business Women’s Association. Ann is sought-after by corporations around the country as a speaker and expert on employee engagement and performance issues. Her first book was published this year: LifeMoxie! Ambition on a Mission - 9 Strategies for Taking Life by the Horns. Her second book on the power of mentoring will be released later this year.

Space is limited, so reserve early!

REGISTRATION

This event is SOLD OUT.

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