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The Financial Women's
Association Of San Francisco
Presents
A Networking Series Event
"Speed MENTORing"
For Members Only
Join FWA executive members and other
industry leaders 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 women executives in all areas of
financial services.
Just how does "Speed Mentoring" work? FWA
members ("Mentees") meet during the course of the evening
with several women executives ("Mentors"). Our Mentors will
spend about 10 minutes with each Mentee. The more specific
and focused the questions you ask, the more rewarding your
experience will be. Mentees should bring 2-3 key questions
about an aspect of their career development.
Our theme this evening will be: Are leadership abilities really innate? How to develop
your leadership style.
Come and enjoy an open dialogue with Mentors
representing:
We are limiting the event to 24 FWA 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
Meet with these women and others!
Jill Godsey, Vice President, Charles
Schwab
Brokerage Operations
Jill Godsey is currently responsible for Charles Schwab's
client document intake functions across seven locations in
the US and India. She is also responsible for client service
escalation hotlines specializing in deep subject matter
expertise and final problem resolution. In total, she
provides leadership to more than 330 people.
Jill has been with Charles Schwab since
1996. In prior roles, she led operations strategic planning
and analysis, the call routing and capacity planning for
Schwab's client contact centers and branch performance
analysis.
Prior to joining Schwab, Jill was the
Merchandising Controller at the good guys!, a consumer
electronics retailer, and a corporate finance analyst at
Montgomery Securities. Jill obtained her Bachelor of Science
degree from the University of California at Berkeley and has
a Masters in Business Administration from UC Berkeley's Haas
School of Business.
Janet L. Holland, DZH Phillips LLP,
Partner
Accounting & Finance
Janet is a founding partner of DZH Phillips LLP. Janet's
industry experience includes privately held companies and
nonprofit organizations, with an emphasis on residential
real estate (including affordable housing projects), nursing
homes, continuing care retirement communities, and community
service organizations. She is the author of HUD Audit
Procedures, a reference guide for CPAs performing audits of
HUD-assisted projects, published by Harcourt Brace
Professional Publishing (now Aspen Publishing). She has also
authored a publication entitled Eldercare Provider Services,
in which she discusses the importance of partnering with a
public accounting firm that truly understands your business.
CPAmerica, a worldwide network of accounting and consulting
firms for use by member firms, published this brochure.
Janet graduated from the University of San
Francisco with a Bachelor of Science Degree in accounting.
Janet is a member of the American Institute
of Certified Public Accountants and the California Society
of Certified Public Accountants. She is also a member of
Aging Services of California and has participated as a
speaker at the annual ASC conference and at local meetings.
Janet currently serves on the finance and audit committees
of ASC.
Vivienne Hsu, Managing Director, Charles
Schwab Investment Management, Asset Management
Vivienne Hsu is a managing director, portfolio manager for
Charles Schwab Investment Management (CSIM). Vivienne is a
member of the senior equity management team that oversees
active equity strategies at CSIM. Currently, there are nine
mutual funds and 4 separately managed accounts that total $5
billion under management. She has appeared on CNBC and
Bloomberg TV, and in numerous national publications.
Vivienne joined Charles Schwab Investment
Management, Inc. from American Century Investment in
Mountain View, California, where she was vice president,
portfolio manager and senior quantitative analyst. While at
American Century, she served as co-manager of the Income and
Growth Fund, the Equity Growth Fund and the Small Company
Fund. Combined, these funds totaled more than $10 billion
under management. Prior to her work with American Century,
she served as a consultant at Barra, a financial risk
management solutions provider in Berkeley.
Vivienne received a Master of Business
Administration degree from the Haas School of Business at
the University of California, Berkeley and is a CFA
charterholder.
Lori McKenzie, Vice President, Charles
Schwab
Retirement Plan Services
Lori McKenzie has been in the financial industry since 1990,
concentrating the last ten years in the retirement plan
industry. Since joining Schwab in 2000, she has served as
liaison for clients, their consultants and the Schwab client
service team in the sales process through conversion.
Lori earned a Bachelor of Arts degree in
Communications from Lewis & Clark College and is FINRA
Series 7 and 66 licensed.
Lori is a board member of the San Francisco Chapter of
Western Pension & Benefits Conference and an active member
of The Financial Women's Association of San Francisco.
REGISTRATION
There are 5 ways to pre-register:
1. Register 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 to issue refunds unless the
refund request is received 72 hours prior to the event.
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"Speed MENTORing"
Thursday, April 22, 2010
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