CONNECTIONS NEWSLETTER
May 2026
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Master class: Lessons in leadership |
BRING A FRIEND FOR FREE!
Wednesday, June 3 | 4:30–7 pm
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Leadership today has evolved, impacted by shifting trends in AI and other technology, and requires a different skillset than just a few short years ago. An all-star panel of leaders to share insights.
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20% DISCOUNT THROUGH JUNE 5
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70th Anniversary Celebration | Thursday, October 22 | 4:30–7:30 pm
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Seventy years ago, Financial Women of San Francisco was founded to help open doors that had long been closed. Today, we celebrate not only how far women in finance have come, but the bridges we continue to build for future generations. For decades, FWSF has created access, expanded opportunity, and supported women at every stage of their careers. Join us for a special evening honoring 70 years of impact, leadership, mentorship, and community.  This anniversary celebration will bring together leaders across finance, investing, entrepreneurship, and philanthropy for an evening of connection and inspiration.
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| Meet a member: Yvonne Newlands
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Co-Founder & Managing Partner, Trekka
I'm the Co-Founder of Trekka, a firm that helps companies and individuals adopt AI through education, strategy, and implementation. Before this, I led transformation projects at Accenture and EY, then worked at AI startups. I'm passionate about two things: helping clients and solving problems. I also host AI learning series for global and local non-profits.
I live in Palo Alto with my husband and our 9-year-old daughter. I'm a classically trained pianist, and I love to travel.
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| Member news: Kristina P. Keck was recognized as one of the Top Female Retirement Advisors by the NAPA
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Area Senior Vice President, Gallagher
Gallagher’s Retirement Plan Consulting practice is proud and honored to announce the recognition of Kristina Keck as a 2025 NAPA Top Women of Excellence: Honoring Excellence in Retirement Planning. This award acknowledges the high standards of excellence these women bring to our industry.Â
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Want to share your news, or be featured in our meet a member series? |
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New members — Would you like to introduce yourself to our FWSF community?
Longer-term members — Would you like to reintroduce yourself and provide an update?
Our members want to meet you. Fill out the questionnaire.
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Is there a career tip, or advice you would like to share that will benefit others? Submit your tips.Â
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Welcome to our new members!
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Yuan Lu, AI tutor - Portfolio Management, xAI
Linda Phan, Portfolio Manager, California Bank & Trust
Evette Sheehan, Global Head of Accounting Operations, Uber Technologies Inc.
Samantha Kim, VP, Sr Lead Relationship Manager, BMO Bank
Brianna Layseca, Financial Consultant, Charles Schwab
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Members can log in to the Members Corner of the FWSF website and see the most current job opportunities:
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Founding Chief Executive Officer, Founders Bank (proposed)
Wealth Management Counselor/Portfolio Manager, Van Strum & Towne, Inc.
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