Win-Win for Schwab and FWA!

April 2010

Charles Schwab & Co., Inc. and the Financial Women’s Association of San Francisco are partnering to engage Schwab employees in the professional development and industry programs and resources we offer; as well as to tap into the expertise of their senior women.

Schwab has been a longtime supporter of the FWA, last year they were one of four Visionary Sponsors and have recently pledged as our first 2010 Visionary Sponsor. They also continue leadership support by having members on the FWA Board and Committees. At the Financial Woman of the Year luncheon they strategically used their sponsorship tables to invite clients as well as employees. This showcased their support for the FWA and our Scholarship Fund while providing a unique opportunity for employees to engage with clients at an interesting and exciting event.

This year’s partnership includes a variety of activities that will help Schwab utilize its corporate sponsorship more fully and will hopefully expand the participation of their employees. We are working with the company’s HR/Diversity & Inclusion team to leverage the expertise of Schwab’s female executive leaders by having them speak at FWA forums and as mentors in the FWA speed mentoring program. FWA events are being incorporated in Schwab’s internal employee calendar. Other ideas under consideration include a brown bag lunch for Schwab employees about the programs and opportunities that would be available to them as members and the possibility of the FWA joining Schwab and Macy’s in their support for the Wardrobe for Opportunity fashion show fundraiser later in the year.

Our leadership is thrilled with Schwab’s proactive approach to building a stronger partnership by taking their sponsorship from simply attendance at major events to full engagement with the breadth of opportunities membership provides throughout the year.

If you are interested in learning more about how your company could partner with us, please contact Fiona Grandi at fgrandi@kpmg.com.