Financial Women of San Francisco has been making news in business and financial circles for more than 60 years. Scan the articles below to see all the ways we advance the success of today’s women in finance throughout the Bay Area.
This year, I joined three major convenings centered on climate and finance: San Francisco Climate Week, a London-based standard-setting expert working group, and New York Climate Week. Across these gatherings, powerful signals of change emerged: resilience as an investable attribute, sustainability as a financial strategy, and collaboration as the lever for scaling solutions.
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Climate change and the growth of the green economy are not “new news,” but there have been updates and modifications to norms that can support financial markets and investors in those areas.
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Tip: Before the calendar flips, a strategic wealth planning move is to conduct a Tax Bucket. Review. It's about optimizing your tax position, not just market performance. The Vibe: Everyone talks about asset allocation (stocks vs. bonds). But asset location is where the real "rich girl energy" is.
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Kristin Mauer is Director of Business Development at Baker Tilly
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Stephanie Byford is Director, Business Development BDO USA
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Alyssa Millikin started a new position as Internal Audit Manager at SMBC MANUBANK.
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Julie Finora McAfee, CTP, has joined Mechanics Bank as SVP, Senior Treasury Management Sales Manager.
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As remote, hybrid, and on-site work models become the norm, proximity effects risk creating a two-tiered system where location determines opportunity. Organizations face mounting challenges as these concerns intersect with protected categories including age, race, gender, and disability, potentially exposing them to legal risks while undermining equitable workplace initiatives.
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In September, the FWSF Book Club held a lively discussion of Same as Ever: A Guide to What Never Changes by Morgan Housel.
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Barbara Morrison, founder and CEO of Oakland’s TMC Financing, is retiring after more than four decades of helping small business owners get SBA financing to purchase the real estate used in their businesses. In addition to her many professional accomplishments and overall advocacy of women, Barbara has long been an ally and strong supporter of FWSF. Barbara was FWSF’s 2012 Financial Woman of the Year.
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Shamila Mashayekhi is a Graduate Student, Master of Science in Information Systems (MSIS), Menlo College
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Stephanie Terrasas is a current MBA Student at Santa Clara University and Manager, Marketing & Membership at Silicon Valley Mathematics Initiative
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Ciao! I am currently studying abroad in Rome, Italy, at John Cabot University this fall, where I am taking International Finance, Mergers & Acquisitions, Financial Statement Analysis, and Investments Analysis.
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Establishing a sought after personal brand is often key to advancement and opportunities. There are several practices you can adopt to promote your brand within the company. It’s not rocket science. The challenge isn’t only knowing what to do – but actually doing it. And no one is going to manage your career for you. That’s your responsibility. But others may try to define your brand if you don’t do it yourself. Don’t let that happen.
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