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.


Kathleen Nielsen, 2018 FWSF President, 2020 Distinguished FWSF Member of the Year

Continuing a tradition, the board nominated members both from the board and from the membership at large for this award. The announcement of the winner was made at the annual Holiday Party on December 4th. Congratulations to all the nominees and especially to the winner, Kathleen Nielsen.

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Embrace the Unexpected

On Friday, October 11th, Financial Women of San Francisco (FWSF) honored one of the Bay Area financial industry’s most inspiring leaders, Terri Kallsen, former executive vice president, Investor Services at Charles Schwab. FWSF’s 24th Annual Financial Woman of the Year event highlighted Terri Kallsen’s outstanding career and accomplishments. Terri exemplifies FWSF’s guiding principles: lead, mentor, inspire. She also shares FWSF’s passion for advancing the careers of women, demonstrated through her leadership as a successful woman in financial services. She mentors those looking to advance their career within financial services, with an emphasis on financial planning.

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Meet a Member - Barbara Morrison

Meet Barbara Morrison, Founder and President at TMC Financing

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Meet a Member - Vicki Cocchiarella

Meet Vicki Cocchiarella, Sr. Manager, Strategic Sourcing, Workplace at Uber Technologies, Inc.

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Becoming Resilient – Bouncing Back from Mistakes and Failures

On September 18th, Financial Women San Francisco, in a joint event with the San Francisco Bank Attorneys, hosted Sara Holtz, podcast producer and host of “Advice to My Younger Me.” For the past three years, Sara has been speaking to very successful women from all sorts of backgrounds – business and technology executives, journalists, academics, lawyers, authors, coaches and consultants – about what they wished they had known earlier in their careers. One of the consistent themes is the need to take risks.

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