From the global economy to personal finance, women’s relationship to money matters greatly. If you care about the economic condition of women, want more power or confidence in your personal finances, or want to learn about the latest trends in giving and getting, this full-day WISC symposium is for you.
Experts in the field will explore solutions that improve women’s capacity to earn, access and manage money whatever their age and budget. Sessions will cover self-confidence, negotiating skills, financial literacy and money management, and accessing resources and giving back.
Knowledge is power. Participants will come away with new perspectives, strategies and insights to strengthen their capacity to wield and share economic power.
Download Symposium Program PDF
Panels & Sessions
8:00-8:30am
REGISTRATION
PALACE BALLROOM FOYER
8:30-8:35am
WELCOME AND INTRODUCTIONS
PALACE BALLROOM
Natalie Fitz-Gerald, WISC Board President
8:35-9:00am
FIRST MORNING SESSION
PALACE BALLROOM
Halla Tómasdóttir, CEO and Change Catalyst, Sisters Capital, and recent candidate for president of Iceland, will share the values and insights driving the need to redefine both the global and personal approach to financial sustainability.
9:00-10:10am
SECOND MORNING SESSION
PALACE BALLROOM
PERSONAL FINANCE: CHALLENGES AND SOLUTIONS
Moderator Meryl Marshall-Daniels, Facilitator, Mediator, and Executive Coach, Two Oceans Consulting Group, will explore the challenges of managing money, what gets in our way and how to devise and implement personalized solutions with panelists Jacquette M. Timmons, President & CEO, Sterling Investment Management, Suzanne Ortega Cisneros, Senior Vice President – Investment Officer at Wells Fargo Advisors, LLC, and Halla Tómasdóttir, CEO and Change Catalyst, Sisters Capital and recent candidate for president of Iceland.
10:10-10:15am
EXPLANATION OF BREAKOUT SESSIONS
PALACE BALLROOM
10:15-10:40am
BREAK & REFRESHMENTS
BREAKOUT ROOMS
10:40-11:35am
CONCURRENT BREAKOUT SESSIONS
BREAKOUT ROOMS
Attendees in Group A (see back of name tags for group and breakout room information) will participate in one of the financial literacy breakout sessions described below based on pre-selection during ticketing. Each session will include facilitated discussions and Q&A.
FINANCIAL LIFESTAGE: STARTING OUT
Catherine A. Allen, CEO, The Santa Fe Group, will lead discussions on how to organize and manage finances, seek good advice, build confidence to invest in skills to stay marketable, manage debt, and understand the value of saving early.
FINANCIAL LIFESTAGE: MID-CAREER
Jennifer J. Cole, Advisor, Planner & Advocate, Cole Financial Consulting, LLC, will lead discussions on prioritizing financial decisions, financial habits to support lifestyles now and in the future, establishing financial boundaries for children, and how to fund retirement.
FINANCIAL LIFESTAGE: NEAR RETIREMENT AND BEYOND
Suzanne Ortega Cisneros, Senior Vice President – Investment Officer at Wells Fargo Advisors, LLC, will lead discussions on the confidence of a well planned life, achieving our hopes for retirement, today’s retirement reality and what steps should be taken now to ensure we are on the right track.
Attendees in Group B (again, refer to back of name tag) will select one of two concurrent sessions titled:
KNOW YOUR VALUE: SELF-CONFIDENCE AND NEGOTIATION
Christina Bruce, Management Coach and Leadership Development Consultant, and Jacquette M. Timmons, President & CEO Sterling Investment Management, will lead attendees in discussions on the impact of emotions and lack of confidence on money management, and how women can develop the skills, resources and motivation needed to manage money and negotiate what we are worth.
11:35-11:50am
WALKING BREAK - MOVE TO SECOND BREAKOUT (REFER TO BACK OF NAME TAG FOR INFORMATION)
11:50-12:45pm
PARTICIPANTS SWITCH BREAKOUT SESSIONS
Attendees in Group A will now participate in one of the concurrent breakout sessions:
KNOW YOUR VALUE: SELF-CONFIDENCE AND NEGOTIATION.
Attendees in Group B will now participate in a breakout session on financial literacy, either:
FINANCIAL LIFESTAGE: STARTING OUT
or
MID-CAREER
or
NEAR RETIREMENT AND BEYOND
based on pre-selection during ticketing.
12:45-2:00pm
MOVE TO GARDEN FOR LUNCH
GARDEN
A table host will facilitate a recap of attendees’ thoughts and insights about the morning breakout sessions.
2:00-3:20pm
FIRST AFTERNOON SESSION
PALACE BALLROOM
ACCESSING RESOURCES AND GIVING BACK
Moderator Willa Seldon, Partner, The Bridgespan Group, will facilitate a panel that includes Sarah Ghiorse, Program Director, New Mexico Women.Org, Deborah Holmes, Chief of Staff, Global Fund for Women, and Leigh Lepore, CEO and Founder, Crowdfunding Strategy and Information. The panel will explore philanthropic trends and priorities, especially in regard to social impact, the expectations of philanthropic and granting agencies, how best to seek funding, and the changing landscape due to social media and crowdfunding.
3:20-3:30pm
BRIEF BREAK
3:30-3:50pm
SECOND AFTERNOON SESSION
PALACE BALLROOM
THROUGH THE EYE OF THE STORM TO RUNNING FOR PRESIDENT OF ICELAND
With Halla Tómasdóttir, CEO and Change Catalyst, Sisters Capital, and recent candidate for president of Iceland.
3:50-4:00pm
CLOSING REMARKS
PALACE BALLROOM
Natalie Fitz-Gerald, WISC Board President
4:00-5:00pm
NETWORKING, BOOKSIGNINGS AND REFRESHMENTS GARDEN
This is an opportunity to meet the speakers, speak to one another, and take advantage of resources provided by sponsor organizations. Complimentary cold drinks and dessert and a cash bar are provided.