CONNECTIONS NEWSLETTER
April 2026
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Thursday, May 21Â |Â 11:30 am - 1:30 pm
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Join the FWSF community at the historic Metropolitan Club to celebrate our 2026 Scholars. Meet the future of our industry, hear their inspiring stories, and network with local leaders.
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Master class: Lessons in leadership
Wednesday, June 3 | 4:30–7 pmÂ
FWSF 70th Anniversary Celebration
Thursday, October 22 | 4:30–7:30 pm
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Celebrating 70 years—and building what comes next |
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From climbing ladders to building bridges, FWSF is connecting generations, expanding access, and shaping the future of leadership in finance. Our 70th Anniversary Celebration, a landmark event that brings together leaders from across the Bay Area finance community, will be held on October 22, 2026. Read more.
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AI Insurance coverage—are you covered for the risk? |
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| By FWSF Member, Jeanine Donohue, Of Counsel, Buchalter LLP
AI technology is evolving at extraordinary speed. Its promised benefits are remarkable — increased efficiency, enhanced analytics, automation, and innovation. But alongside those benefits come meaningful risks. And risk makes insurers nervous.
Before implementing AI in your business operations, it is critical to review your insurance policies to determine whether you have coverage for your proposed AI use or whether the use of AI may impact or even void coverage. Read more
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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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| Member news: Ashia Derksen
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CFO, Shorenstein Investment Advisers LLC
Ashia is being honored as one of the San Francisco Business Times' Most Influential Women in Bay Area Business in 2026.Â
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| Member news:Â Juhl Khallen
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Manager, Consulting Services at DeWinter Group
As AI reshapes accounting and finance teams, Juhl and her team are thrilled to be helping fuel this evolution.
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Senior Manager of Operations, Compliance, and Trading, Frazier Life SciencesÂ
Helen is excited to share that she started a new job with Frazier Life Sciences as a Senior Manager of Operations, Compliance, and Trading.
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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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Welcome to our new members!
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Leslie Cruz, Technical Account Manager, Checkout.com  Â
Nadica Dunkhase, Managing Partner, Finance Search PartnersÂ
Kimberly Kaselionis, Chief Operating Officer, O’Donnell Financial GroupÂ
Keira Nolan, Marketing Manager, Baker Tilly    Â
Justine O’Connor, Financial Advisor, Northwestern MutualÂ
Stephanie Ward, Revenue Manager, ZuoraÂ
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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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Our recent Spring New Member Happy Hour, held on March 19, brought together new faces, board, and committee members for an evening of easy conversation, appetizers, and drinks. It was a relaxed and welcoming way for new members to connect, build relationships, and start finding their place within the community. Read more
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