© 2024 WOODRUFF SAWYER

Insurance Services | Risk Management | Employee Benefits

This is your opportunity to network exclusively with chief female leaders, conduct deep conversations with executives in finance, and learn timely leadership lessons from best-in-class speakers.

Laureen  DeBuono

Managing Partner, FLG Partners

MORE ABOUT LAUREEN

Stephanie Roberts

Former CFO goop, Rothys, ThirdLove + Old Navy

MORE ABOUT STEPHANIE

Amanda Richardson

CEO, CoderPad

MORE ABOUT AMANDA

Dayna Quanbeck

CFO, Rothy's

MORE ABOUT DAYNA

Shari Freedman

CFO, Room to Read

MORE ABOUT SHARI

Shannon Nash

CFO, Wing

MORE ABOUT SHANNON

Naomi Bagdonas

Lecturer at Stanford Graduate School of Business

MORE ABOUT NAOMI

Melissa Herman

CFO, Carrot Fertility

MORE ABOUT MELISSA

Registration
Breakfast & Networking

8:309:30am

Own the Room: Executive Presence Workshop
Speaker: Kore Koubourlis (The Essential Group, LLC)

Have you ever been told you need to develop more executive presence? We’ve all heard about it in one form or another—presence, gravitas, credibility, confidence— but what do these words really mean and, more importantly, how do you demonstrate them?
  • In this workshop, leadership expert, Kore Koubourlis will help you recognize the common power leaks that diminish personal power and contribute to playing small.
  • During our time together, you will learn where these leaks might play out in your life. Even more importantly, you will also find out what you can do about it right away.
  • Plan for an interactive workshop. You will have an opportunity to share your own stories and to practice a new way of showing up. Come away with a toolbox of easy-to-adopt techniques that will help you evoke a more impactful, memorable presence.

Welcome
Introductions by Marie Gallanar, National Community Chair and Victoria Klisch, National Community Director

9:309:45am

9:45–10:45am

10:45–10:50am

Break

10:50–11:40am

VP to CFO and Beyond!
Moderator: Heather Ogan (FLG Partners)
Panelists: Gabby Yang (Red Iron Group), Stephanie Roberts (Rad Power Bikes), 
Joy Mbungo (Service Rocket), Chantal Adam (Salesforce)

During this discussion we will walk through our panelists' career journey and what they’ve learned along the way, including:  
  • The difference between an operational CFO and a strategic CFO
  • How to approach your relationship with members of the C-suite
  • How to take risks and what it looks like in real life

11:45am–12:30pm

Lunch

Conflict and Connection:  The Art and Heart of Negotiation
Speaker: Judy Bornstein (C Suite Solutions)

As women leaders, we are often in the position to negotiate—for ourselves, for our teams, and for our organizations. However, few of us understand the art of negotiation well enough to do so with confidence. What models of negotiation exist for us to look to? What are the particular considerations women encounter in negotiations? In this interactive workshop, we will learn how to negotiate while being true to ourselves, and while maintaining, and even building, our connections to others.

12:30–2:00pm

2:00–2:15pm

Break

Empowering Women on Boards
Moderator: Priya Huskins (Woodruff Sawyer)
Speakers: Claire McDonough (Rivian), 
Shannon Nash (Wing)


Gain valuable insights and strategies to serve effectively on public and private company boards from experienced corporate board members. Develop your personal roadmap to find the right board and advance your career. During our discussion, attendees will learn:
 
•The responsibilities that come with being on the Board of Directors
•How serving on a board can support your career path
•Tips for women just starting out on their own journey towards joining a board.

2:15–3:10pm

3:15–3:45pm

Demystifying AI for Finance Team - Showcase 
Speaker: Ruchi Kasliwal (FinOps Frontier)

You'll gain valuable insights on how to leverage AI technologies to drive innovation, efficiency, and growth in your organization. Our speaker will share their insights on how to guide you through your approach. Discover how your peers have been leveraging the new technology and walk away with new practical applications and ideas to enhance your team.

4:45–5:00pm

Closing Thoughts and Giveaway

5:00–6:00pm

Networking on the Patio
Topic: What’s your biggest challenge facing you at work right now that you’d like this group to weigh in on?

Take the DiSC AssessmentInformation about DiSC

2024 Agenda

2024 Agenda Coming Soon!

Break

3:10–3:15pm

Break

3:45–4:00pm

Mentoring Mashup
Speaker: Marie Gallanar

The goal of the workshop is to provide an overview of the critical aspects of a successful mentoring relationship—setting goals and expectations and understanding the roles and responsibilities of mentors and mentees.
Prior to this interactive workshop, you will complete a short survey to share your willingness to be a mentor or mentee, the unique strengths you bring to the relationship, and areas you are interested in developing. We will match up as many pairs as possible for a short exercise and then you will have the opportunity to continue the conversation at the Happy Hour immediately following this session.

4:00–4:45pm

October 2, 2024
Spend the Day with the Most Influential Women in Finance

The Summit is an event exclusively 
for female leaders in finance roles.

Sarah Spoja

CFO, Tipalti

MORE ABOUT SARAH

Jessica Lanier

Global Head of Finance, Qualtrics

MORE ABOUT JESSICA

Leslie Boudreaux

Senior Managing Partner & Founder, BVOH

MORE ABOUT LESLIE

For general inquires, email: 
Victoria Klisch
 vklisch@woodruffsaywer.com 

CONTACT

 TEAM


Marie Gallanar

National Community Chair 
Woodruff Sawyer Vice President 

mgallanar@woodruffsawyer.com

Kristin Beaulieu

Regional Community Chair, 
Washington
Woodruff Sawyer Vice President 
kbeaulieu@woodruffsawyer.com

Jeanna Madlener

Regional Community Chair, 
Oregon 
Woodruff Sawyer Vice President, 
Account Executive
jmadlener@woodruffsawyer.com


Rachel Miller

Regional Community Chair,
Northern California

Woodruff Sawyer Vice President 
ramiller@woodruffsawyer.com

Lauren Palley, Esq.

Regional Community Chair, 
Southern California

Woodruff Sawyer Vice President
lpalley@woodruffsawyer.com

Victoria Klisch

National Community Director
Woodruff Sawyer Associate Vice President
vklisch@woodruffsawyer.com

Mari Wu

National Community Coordinator
mwu@woodruffsawyer.com

OUR MISSION:


Tickets Sold Out!

Wednesday, October 2, 2024 

8:30am–5:30pm PT

The Quad 
2400 Sand Hill Road
Menlo Park, CA 94025 

Date:

Time:

Venue:

The Woodmark Hotel

    days

    Hours

    Minutes

    Seconds

  • Connections with the top female leadership in finance
  • Exclusive access to top-notch thinkers and speakers
  • Cutting-edge learnings via workshops and panels
  • Conversations and networking opportunities with your executive peers
  • Breakfast, lunch, and happy hour included

YOUR INVESTMENT

$299

To elevate and keep more women in chief leadership roles.

DO GOOD

A portion of the proceeds from the sale of tickets to the 2023 Women in Finance Summit will be donated to Girls, Inc. More information about this amazing organization and how you can get involved will be presented at The Summit.

BRAND PARTNERSHIPS

SPONSORS

If you're interested in becoming a sponsor of this event, reach out to Victoria Klisch at vklisch@woodruffsawyer.com 

What an incredible day spent immersed in the inspiring world of finance with remarkable women. Meeting like-minded women, sharing journeys in finance and leadership and making new connections and meeting old friends. Taking a break from daily duties was truly worth it for this enriching learning experience.

Ruchi Kaliswal, 
Former CFO and current Founder FinOpsFrontier

I had the pleasure of speaking at yesterday’s #womeninfinancesummit in San Francisco. I enjoyed hearing from and meeting so many inspiring female leaders! Thank you Marie Gallanar and Woodruff Sawyer for bringing us together!

Laura Long, CFO

The #WomeninFinanceSummit 2023 was amazing! Thank you to Marie Gallanar and the crew from Woodruff Sawyer for putting on such a great event! Hope Timberlake provided the perfect keynote to launch the event, Jenny Davis taught us about empowering our teams and Amy McKenna led us through our DiSC profiles. I can't wait until next year!

Cecy Graf, CFO

ABOUT
WiF

We created the Women in Finance platform to bring women CFOs together. Our aim is to create a network of the most powerful women in finance, working to elevate each other with discussion, skill-building, and connection. Through our events, our members learn more about leadership and how to excel in their roles as leaders.

With regular events and ongoing communications, members benefit from:

- Networking with powerful female executives

A focus on leadership skills and career advancement

A place for productive discussion

Support of other women, specifically entrepreneurs and women in your community

Carefully chosen speakers and topics, as well as small group discussions


Learn More

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EVENT INFO

SPEAKERS


Chantal Adam

Global Controller
Salesforce

Claire McDonough

CFO
Rivian

Heather Ogan

Partner
FLG Partners

More About ChantalMore About ClaireMore About Heather

Gabby Yang

VP of Finance & CCO
Red Iron Group 

More About Gabby

EVENT INFO

Marie Gallanar

Senior Vice President
Woodruff Sawyer
 

More About Marie
Rachel Camarillo

Kore Koubourlis

Founder
 The Essential Group, LLC

More About Kore
Phyllis Nomura

Judy Bornstein

Founder
C Suite Solutions

More About Judy
Becky Todd

Joy Mbanugo

CFO
Service Rocket

More About Joy
Palvi Mehta

Shannon Nash

CFO
Wing

More About Shannon
Marjorie Thomas

Priya Huskins

Senior Vice President
Woodruff Sawyer

More About Priya
Kim Eiring

Ruchi Kasliwal

Founder
FinOps Frontier

More About Ruchi

Speakers

Palvi Mehta

Stephanie Roberts

CFO
Rad Power Bikes

More About Stephanie

Laureen  DeBuono

Managing Partner, FLG Partners

MORE ABOUT LAUREEN

Stephanie Roberts

Former CFO goop, Rothys, ThirdLove + Old Navy

MORE ABOUT STEPHANIE

Amanda Richardson

CEO, CoderPad

MORE ABOUT AMANDA

Dayna Quanbeck

CFO, Rothy's

MORE ABOUT DAYNA

Shari Freedman

CFO, Room to Read

MORE ABOUT SHARI

Shannon Nash

CFO, Wing

MORE ABOUT SHANNON

Naomi Bagdonas

Lecturer at Stanford Graduate School of Business

MORE ABOUT NAOMI

Melissa Herman

CFO, Carrot Fertility

MORE ABOUT MELISSA

Sarah Spoja

CFO, Tipalti

MORE ABOUT SARAH

Jessica Lanier

Global Head of Finance, Qualtrics

MORE ABOUT JESSICA

Leslie Boudreaux

Senior Managing Partner & Founder, BVOH

MORE ABOUT LESLIE

SPEAKERS


EVENT INFO

To be announced...