Connections Newsletter: July/August 2026
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From Climbing Ladders to Building Bridges |
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FWSF 70th Anniversary Celebration & Inaugural Bridge Awards |
Thursday, October 22, 2026  | 4:30–7:30 pm
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A Celebration 70 Years in the Making |
On October 22, the FWSF community will gather at The Green Room in San Francisco to celebrate 70 years of advancing women in finance and building the connections that help them lead.
Under the theme From Climbing Ladders to Building Bridges, this milestone evening will honor FWSF’s remarkable legacy, support scholarships for the next generation, and look ahead to the impact we’ll create together over the next 70 years.
The celebration will also introduce the inaugural FWSF Bridge Awards, recognizing five accomplished leaders who are creating opportunities for others to follow:
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- Julie Castro Abrams, Founder and CEO of How Women Lead and Founder of How Women Invest
- Elena Gomez, President and Chief Financial Officer of Toast Inc.
- Rosie Rios, Chair of America250 and former Treasurer of the United States
- Jessica Ross, Chief Financial Officer of GitLab and two-time FWSF scholarship recipient
- Dan Zhang, Chief Financial Officer of ClickUp and a leading voice at the intersection of AI and finance
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This will be a proud, inspiring, and truly not-to-be-missed evening for the FWSF community. Bring a mentor, mentee, colleague, or friend and join us as we celebrate the people, progress, and possibilities that define FWSF.
Tickets are going quickly. Reserve yours today.
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Engagement Opportunity: Create a Memorable 70th Anniversary Celebration |
As we prepare for our 70th Anniversary Celebration, we'd love to involve members of our community in making this milestone event truly special. Whether you're looking to reconnect with FWSF, meet fellow members, or share your talents and ideas, we invite you to roll up your sleeves and join us.
Volunteer opportunities include leading a silent auction to support scholarships, creating engaging experiences that showcase FWSF's 70-year history and impact, and helping tell the stories of the women and programs that have defined our organization.Â
If you'd like to learn more or explore ways to get involved, please complete the brief survey below.
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Five tools for momentum in your career and life |
Tuesday, September 15 | 4:30–7 pm
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Join us for an educational, fun, interactive, hands-on session to discuss five tools to build momentum in your career and life. Stacey Fuller, career strategist and coach, will share tools to help you move through obstacles, regain momentum, and take meaningful steps toward your next chapter, both at work and in life.Â
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FWSF autumn speed networking |
Tuesday, September 29Â | Â 5:30 - 7:30 pm
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Your network is a powerful career asset. Financial services is evolving fast, and relying on one another is essential. Join us for a supportive session where every conversation counts. This space ensures you’re connecting with a trusted group of women who bring real insight and experience to the table.
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| MBA graduate from Santa Clara University
Truly honored to be recognized as one of the 2026 Best & Brightest Online MBAs by Poets&Quants from Santa Clara University Leavey School of Business. Â More about Vira
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| Manager, Solutions Engineer, Checkout.com
I was recently promoted from Technical Account Manager to Solutions Engineer at Checkout.com.
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| Founder, CIO Nia Impact Capital
I was named Portfolio Manager of the Year by InvestmentNews.
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| Graduate, San Jose State University
I have completed my degree in Business Administration with a concentration in Finance from San Jose State University! As a Mexican Greek American, I am the first in my family to graduate from college! I am very proud of the hard work this achievement represents and am excited for what the future holds.
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President & COO, Peninsula Bay Trust Company
I was promoted to President & COO at Peninsula Bay Trust Company, a rapidly growing fiduciary services firm that has become one of California's fastest growing trust companies. She leverages more than 30 years of experience in financial services to drive operational excellence, strategic growth, and organizational effectiveness.
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| Founder & Managing Partner, R² Consulting Partners
I'm honored to share that I've joined the Advisory Board of Hypatia Capital, where I'll be helping expand awareness of the WCEO ETF (NYSE: WCEO), the first U.S. exchange-traded fund focused exclusively on publicly traded companies led by women CEOs. What drew me to Hypatia is its investment thesis: rather than viewing gender as an impact screen, Hypatia's thesis is that companies led by exceptional women represent a differentiated investment opportunity... more about Robyn
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| Co-founder, Quorum Private Wealth
Excited to announce that I was named to AdvisorHub's list of 200 Women Advisors to Watch for 2026. It's such a great list, recognizing sophisticated teams and a commitment to professionalism, and it's an honor to be ranked so highly (No. 14!) among such an incredible group of peers. More about Sue
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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 member!
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Rachael Li, Experienced finance leader with expertise in budgeting, forecasting, and financial planning
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FWSF Summer new member happy hour update
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| Our Summer New Member Happy Hour was a great success! We introduced new members to FWSF and to the board and committee members and learned more about their professional and personal lives.
Purva Bhatia, who found out about FWSF through the scholarship application process, shares her impression from the event
Read more about the happy hour
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Like, share, and engage with us on social media |
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