CONNECTIONS NEWSLETTER
June 2025

Friday, June 20, 2025  | 5–7 pm

What do you get when you mix one of the oldest women’s clubs in the country (they’ve been in the game since 1915!) with an organization that’s been working to advance financial women for nearly 70 years?

Join us for happy hour at The Metropolitan Club of San Francisco to find out!

Your ticket includes hors d'oeuvres and small bites, one drink (wine) with the option to purchase more drinks, and ice breaker entertainment. Members may bring one guest.

Wednesday, June 25, 2025  |  4:30–6 pm

Join us for an insightful presentation from two tax experts from Baker Tilly discussing expected developments in federal, state, and local tax policies impacting corporate and individual filers. With the change in Administration and many state and local changes, there is a lot to discuss. This is a good opportunity to get some tax practice pointers and network with colleagues!

Light appetizers and beverages

Wednesday, June 25, 2025  |  5:15–6:30 pm

Die with Zero presents a startling new and provocative philosophy as well as a practical guide on how to get the most out of your money—and out of your life. It’s intended for those who place lifelong memorable experiences far ahead of simply making and accumulating money for one’s so-called Golden Years.

Virtual coffee connections
Thursday, June 19, 2025 |  8:30–9:15 am

Virtual member lunch
Tuesday, July 8, 2025 |  12–1pm

Night at the San Francisco Giants game
Tuesday, August 26, 2025  |  5:15–10 pm

SAVE THE DATE
Webinar: Interactive simulation of climate futures
Thursday, July 17  |  4–5:15pm 

Congratulations to our 2025 Scholarship Recipients! On May 28th, Financial Women of San Francisco, hosted the 2025 Scholarship Awards Luncheon, at the University of San Francisco, to honor three graduate and six undergraduate recipients. Story and photos from the Scholarship Luncheon are now on the website. View here

June 28th is National Insurance Awareness Day, and there are many forms of insurance available, offering protection for everything from our health, vehicles, and homes, to even our pets and travel plans. Insurance provides peace of mind, which should something unexpected happen there is financial support needed to manage that risk. Read more

Sarah Tolson Kim, CFP® and Founder of Girls Just Gotta Have Funds

Whether you're the sole provider or part of a dual-income household, your income likely funds essential needs: mortgage or rent, childcare, tuition, retirement savings, and more. Life insurance ensures your family or loved ones can maintain their lifestyle if you’re no longer here to provide for them. Read more

Jeanine Donohue, Of Counsel, Buchalter 

Every business has or should have a portfolio of insurance policies to protect itself-from an employment liability policy to a third party liability policy to specialized policies. Read more

Jeanine Donohue, Of Counsel, Buchalter 

I am sure that you are aware of the physical steps that you can take to harden your home, but have you considered what steps you should take now to make your homeowner’s insurance work best for you? Read more

Is there a career tip, or advice you would like to share that will benefit others? Submit your tips. 

Exciting news — Minako Steel has published a new book on Amazon supporting Japanese women navigating business and entrepreneurship in the U.S. The book offers practical guidance drawn from her journey as a CPA and founder. The title is You Can Do It Too A Startup Guide for Japanese Women Pursuing Dreams in America (Japanese Edition).

Congratulations to Alissa Millikin on passing her final exam and earning her CIA!

Did you get a promotion? Change jobs? Launch a business? We want to know so that we can promote your news to the FWSF community! Submit your news. 

Jeanette Rojas, Senior Finance Director, Kendo Brands

Manjinder Pancar, VP of Financial Planning & Analysis,  Hewlett Packard

Oleksandra Babinchuk, Finance Strategy & Transformation Senior, Ernst & Young

Mary Taylor, Payments, Product Management & Innovation, Mission Wealth Management

Meghan DeGroot Daters, Senior Portfolio Manager, Sand Hill Global Advisors

Financial Women of San Francisco, hosted by New York Insurance, provided a panel discussion on a wide range of topics including the panelists' own leadership journeys, their career paths and how to work through transformation and embrace uncertainty to learn and grow. Read more

On Wednesday, May 21, 2025, the Financial Women of San Francisco, in partnership with the Financial Women of New York, hosted a webinar on tariffs, clarifying what has been announced, paused, and currently implemented. Read more