Past Event Highlights

If you missed any of FWSF’s women-in-finance events in San Francisco or the East Bay, click on the links below for event highlights.

Our signature events include the FWSF Financial Woman or the Year luncheon and scholarship awards ceremony.

To get more involved, see our list of upcoming events.

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Driving Change: Financial Literacy Equity Inclusion

On the 18th of April 2024, the “Advancing Women into Financial Power,” event was held at FHL Bank in San Francisco. This Diversity, Equity, Inclusion, and Belonging event featured moderator Rekha Gurnani Chowdhury (HR, DEI&B, Pay Transparency & Pay Equity Expert and Wharton MBA), in conversation with panelists: Lisha Bell (Economic Opportunity Manager, Podcast Host, PayPal, and Co-Founder, BLXVC), Cassandra Cummings (Wealth & Investment Strategist, Digital Finance Influencer, Founder, Author, and Speaker) and Joann Lee Wagner (VP of People Operations, Common Future).

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FWSF in Collaboration with Rock the Street Wall Street’s Financial Literacy Program

Anne Chambers, Kim Scala, Lyssa Grimaldo, and Jennifer Lin represented FWSF in collaboration with Rock the Street Wall Street’s financial literacy program.

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Meet a Member Monday: Sunitha Anand

Meet Sunitha Anand. In 2023, she established AddsVal, a professional services firm offering Fractional CFO Solutions to startups and small to mid-sized businesses.

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Regulatory Outlook for Fintech and Banking, June 18, 2024

On June 18, FWSF held a “Regulatory Outlook for Fintech and Banking” event featuring Michele Alt, Partner and co-founder of the Klaros Group, which advises banks and fintechs on complex regulatory issues related to U.S. licensing and business plans.

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Meet a Member Monday: Maria Castel

Meet Maria Castel. She started her career in Finance at Roberson Stephens Investment Bank in San Francisco and made her way back after working and living abroad in London at JPMorgan. Some highlights include Barclays Global Investors - Client Services, transitioning into Risk Management at Mitsubishi UFJ (MUFG), and completing the acquisition of MUFG Union Bank by US Bank.

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