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The Financial Women's
Association Of San Francisco
Presents
An Industry Leadership Series Event
"Transforming Your Organization,
Ideas and Guidelines"
Join FWA and find out how the senior
management team of Schwab successfully implemented major
change within their organization. The panel will discuss
strategy, analytics, human capability assessments and the
successful execution of a major transformation.
More About the Panelists
Wendy
Larson, Senior Vice President
Charles Schwab
Wendy leads Insight & Loyalty, Schwab's client loyalty and
market insight team. I&L provides internal partners with
decision support, research, and analysis, along with
integrated data warehouse and marketing data services.
Before joining Schwab in 2007, she
co-founded and served as Managing Director of IncuBay, LLC,
a management consulting and entrepreneurial firm. She
co-founded Achex, Inc., an innovative and successful online
payments company, and served on the Board of Directors.
Prior to that, she was with Accenture in the
Strategic Services practice, and with Citibank. Wendy holds
an MBA from UC Berkeley, and an MS in Genetics from Oregon
State University. She lives in Orinda, California, where she
enjoys hiking with her husband Matt and their two terriers
in the East Bay hills.
Sarah Devany, Senior Vice
President
Charles Schwab
Sarah Devany is the currently the Senior Vice President of
Accounts, Reporting, and Trading Operations for Charles
Schwab. Her team is responsible for Schwab's order routing,
and execution quality as well as the Trading Infrastructure
Program, which supports and develops Schwab's trading
systems. Sarah's team also manages Schwab's client tax and
cost basis reporting data, our asset transfers, our margin
services, our third level operational Hotlines, and works to
prevent new account fraud and trading fraud, which could
negatively impact our clients.
Prior to this role in Schwab Operations,
Sarah spent several years as the Senior Vice President of
Active Trader Services, the organization which provides
service, trading advice and technical support to clients who
trade more than 24 times per year. Sarah has been with
Schwab about 14 years, starting as a business analyst in
Electronic Brokerage Services. She has held a variety of
service support positions in Schwab's service organizations
including managing service reporting & analysis, creating
and running the Service Design & Integration group, managing
the Traffic organization. Sarah also spent two years as Chief
of Staff for Retail Client Services during which time she
helped open the Austin Service Center and developed a
service resource sharing program. She also headed the SF
Trader and Technical Support Service groups within Active
Trader.
Prior to coming to Schwab, Sarah worked for Gnostic
Concepts, a market research firm that focused on the
electronics industry, and Providian as an analyst and a
product manger. She developed her strategic planning and
forecasting skills at Shaklee Corporation where she was
responsible for the corporate business strategy function.
Sarah received her BA from the University of
California-Berkeley. She lives in Lafayette, California with
her family.
 Jill Godsey, Vice President
Charles Schwab
Jill Godsey joined Charles Schwab & Co. in 1996 in the
Retail Services organization before joining the Operations
enterprise in 2004. In various roles, Jill has led teams
performing strategic development, client account
maintenance, telephone service, telephone routing, capacity
planning, productivity reporting and analysis, business
process management ("BPM") design, and technology
development. She is currently performing strategic
investment and sourcing analysis while leading corporate
initiatives to strengthen fraud and compliance controls.
Prior to joining Schwab, Jill was a
financial analyst in the mergers and acquisitions division
of Montgomery Securities, and was the Merchandising
Controller at the good guys!, a consumer electronics
retailer.
Jill earned her BS and MBA from UC Berkeley
Hass School of Business. She lives in Lafayette, with her
husband and two children.
Mary Coughlin, Senior Vice
President
Charles Schwab
Mary joined Charles Schwab in 1999 and is currently leading
the Talent Management Organization where she is responsible
for enhancing client loyalty through programs that support
the end to end employee experience. Talent Management
includes Talent Acquisition, Training and Development, HR
Technology and Operations as well as Diversity and
Inclusion.
Mary has 25 years of HR experience in both
generalist and specialist roles. Prior to joining Schwab,
she was a Regional Human Resources Leader at Target
Corporation. She has also held leadership positions with
Kaiser Permanente, TJX Corporation, XEROX and Macy's.
Mary earned her BA in Business
Administration from California State University, East Bay. .
REGISTRATION
RSVP by September 4, 2010
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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For any questions regarding the above program call (415) 586-8599 or email
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