© 2025 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

8:00–8:30am

Welcome Remarks + Introduction 

Coffee Cart & Networking – Activity: Read, Watch, Listen. 

8:30–9:10am

9:10–9:20am

9:20–11:20am

The Resilience Masterclass: Leading with Strength in Times of Change 
In this high-impact 2-hour workshop, leadership strategist Molly Cook to Fortune 500 companies, will guide you through practical, proven tools to strengthen your resilience. You’ll explore how to adapt with confidence during macroeconomic shifts, leadership changes and personal life events. Molly will inspire you to leverage your own resilience mindset to transform how you lead by helping your teams grow in their own resourcefulness and ability to cope with change and adversity. Blending real-world frameworks with interactive exercises while introducing science-based mind-body techniques, Molly will help you understand and apply the mindset and science of resilience to transform personal attitudes and approaches to navigate challenges with composure, create stability amidst uncertainty, and lead with lasting impact—both in your career and your life.

Speakers: 
Molly Cook, Senior Manager, Ernst & Young LLP
Monica Lin-Meyer, Senior Managing Consultant & Executive Coach, Ernst & Young LLP

11:20–11:30am

Break

Building Influence and Strategic Authority in the C-Suite
As finance leaders, we’re often at the center of the biggest decisions—yet building lasting influence across the organization takes more than just financial acumen. This panel will explore how today’s most effective operators and investors are earning trust, driving enterprise-wide strategy, and growing their leadership presence inside and outside the boardroom. It’s a timely conversation for anyone looking to elevate their voice and impact across the business. 

Panelists: 
Amy Duong (Moderator), PE & VC Director, Citizens Private Bank
Helen Liang, Founder and GP, FoundersX Ventures
Margaret Kessler, Director of Operations, Asia Society
Sagit Manor, CFO, Nayax

11:30–12:15pm

12:15–1:15pm

Lunch

Preparing the Next Generation of Leadership: Identifying, Developing & Retaining Top Talent in Today’s Market 
Strong leadership pipelines start with intentional talent development. This session explores how to identify high-potential team members, build mentorship and training programs, and retain top performers in a competitive market. Perfect for leaders looking to strengthen their bench or plan for long-term succession. 

Panelists: 
Laura Long (Moderator), CFO/COO, Hanson Bridgett
Delphine Bernard, CFO, H2O.ai
Kelly Sheehan, CFO, Corliss
Mansi Khetani, CFO, ChargePoint

1:15–2:05pm

2:15–2:45pm

Personal Branding: Own Your Narrative
Your personal brand is one of your most important leadership tools—and for women in senior roles, it’s both harder to shape and more critical to get right. In this session, Priya Huskins shares strategies to build a brand that supports your career at every stage, from rising leader to boardroom contender. Learn how to refine your presence, communicate with clarity, and own your narrative with intention. 

Speaker: Priya Huskins, Senior Vice President, Woodruff Sawyer

3:45–4:00pm

Closing Remarks

Take the DiSC AssessmentInformation about DiSC

2025 Agenda

2024 Agenda Coming Soon!

Break

2:05–2:15pm

Break

2:45–2:55pm

Building Your CFO Career Strategy: Navigating the Role, the Moves, and What Comes Next
This panel brings together experienced CFOs to discuss how they’ve approached their careers with long-term strategy—not just in landing the role, but in shaping what comes before and after. From navigating board opportunities, evaluating new opportunities and knowing when to make a move, to negotiating compensation and equity with confidence, this conversation offers candid insights for finance leaders looking to build lasting influence and value throughout every stage of their career. 

Panelists: 
Lisa Banks (Moderator), CFO, Abnormal AI
Clara Vu, CFO, Horsley Bridge Partners
Delphine Herve, CFO, Sephora North America
Priya Thakur, BU CFO, Visa

2:55–3:45pm

4:00–5:00pm

Cocktail Hour

October 23, 2025
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


Kathleen Herrmann

Sponsor Partner
Business Development Director
kherrmann@eliassengroup.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

Norcal Community Chair
Woodruff Sawyer Vice President 
ramiller@woodruffsawyer.com

Amy Duong-Jafarpour

Sponsor Partner
Director of PE & VC Group
amy.duong@citizensprivatebank.com

Victoria Klisch

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

Lauren Hartman

Customer Relationship Manager

Jennifer Ries 

Sponsor Partner
CRO

OUR MISSION:


Tickets Sold Out!

Thursday, October 23rd, 2025 

8:00am–5:00pm PT

The City Club of San Francisco
155 Sansome Street
San Francisco, CA 94104 

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

$499

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 Victoria Klisch and Woodruff Sawyer for bringing us together!

Laura Long, 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

Powered by

EVENT INFO

2025 SPEAKERS


molly cook

Molly Cook

People Consulting Senior Manager and POWER Up lead 
EY

amy duong

Amy Duong

Director of PE & VC Group
Citizens Private Bank

Delphine Bernard

Delphine Bernard

CFO
H2O.ai

More About MollyMore About AmyMore About Delphine
Helen Liang

Helen Liang

Founder and GP
Foundersx Ventures 

More About Helen

EVENT INFO

Marie Gallanar

Vice President
Woodruff Sawyer
 

More About Marie
Clara Vu

Clara Vu

CFO
Horsley Bridge Partners

More About Clara
Mansi Khetani

Mansi Khetani 

CFO
ChargePoint

More About Mansi
Kelly Sheehan

Kelly Sheehan

CFO
Corliss

More About Kelly
Sagit Manor

Sagit Manor 

CFO
Nayax

More About Sagit
Priya Huskins

Priya Huskins

Senior Vice President
Woodruff Sawyer

More About Priya
Margaret Kessler

Margaret Kessler 

Director of Operations
Asia Society

More About Margaret

Speakers

Laura Long

Laura Long

CFO/COO
Hanson Bridgett

More About Laura
Delphine Herve

Delphine Herve 

CFO
Sephora North America

More About Delphine
Lisa Banks
More About Lisa

Lisa Banks

CFO
Abnormal AI

Priya Thakur

Priya Thakur

BU CFO
Visa

More About Priya
Monica Lin-Meyer

Monica Lin-Meyer

Senior Managing Consultant & Executive Coach
EY

More About Monica

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...

SAVE THE DATE

Sign up for early access and event updates 

*Registration Coming Soon