© 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

8:309am

Own Your Voice
Speaker: Hope Timberlake
When women lead and use their voice, everyone gains. At times, however, women's voices aren’t being heard. We equivocate, apologize, or hold back altogether. With the right tools and support, every woman can truly own her voice—in the boardroom and beyond. In this keynote, women—and those who champion them—learn physical, cognitive, and emotional strategies to project confidence and own the room.

Welcome
Introductions by Marie Gallanar, National Community Chair

9:309:45am

9:45–10:45am

10:45–11am

Break

11am–12pm

Build a Better Board Presentation
Moderator: Becky Todd (CFO Selections)
Panelists: Rachel Camarillo (Filson), Kelly Kennedy (Independent Board Member), Chris Naismith (PCC), Palvi Mehta (Pioneer Square Labs)
In this panel discussion, we'll talk about how to build relationships with board members, what information to present to your board and how that impacts the organizations strategic initiatives.

DiSC and Dealing with Different Personalities
Speaker: Amy McKenna
The foundation of personal and professional success lies in developing authentic leadership. “Be true to yourself” isn’t a worn-out pep talk. It’s valuable advice to anyone who aspires to be an effective leader. This requires a deeper understanding of oneself and realizing our personalities' impact on others. The Everything DiSC® Assessment gives us a deeper understanding of ourselves and a decoder tool to understand others better.
*Attendees are highly encouraged to take the $99 DiSC Assessment prior to the event for a more interactive workshop experience.

1pm–2pm

2pm–2:15pm

Break

How You Show Up Impacts Everything: Empowering Your Team to Problem Solve 
Speaker: Jenny Davis
Empowering your people to problem solve requires you to have a solid relationship with your individual team members so they feel safe to take risks and make mistakes. In this facilitated workshop, we will discuss what you can do to foster a culture of risk-taking and change management among your peers and direct reports. 

2:15pm–3:15pm

3:15pm–4:15pm

Strategic Goal Setting and Career Pathing Your Team
Moderator: Rachel Camarillo (Filson)
Panelists: Phyllis Nomura (YWCA), Marjorie Thomas (Allen Institute), and Kim Eiring (Port Blakely)
During this panel discussion our panelists will share what it takes to help your employees do their jobs effectively, creatively and with deeper satisfaction. We will examine how cultivating mentors within your organization and clear goal setting with your team members can aid in career development.

Take the DiSC AssessmentInformation about DiSC

AGENDA

12pm–1pm

Lunch

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: 
Marie Gallanar 

mgallanar@woodruffsawyer.com 
or
Victoria Klisch
 vklisch@woodruffsaywer.com 

CONTACT

TEAM


Marie Gallanar

National Community Chair 
Woodruff Sawyer Vice President 

mgallanar@woodruffsawyer.com

OUR MISSION:


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

Tickets Sold Out!

Date:

Time:

Venue:

The Woodmark Hotel

EVENT INFO

    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 Marie Gallanar at mgallanar@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

Mari Wu

National Community Coordinator
mwu@woodruffsawyer.com

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


4:15pm–4:45pm

Closing Thoughts and Giveaway

4:45pm–6pm

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?

Learn More

Powered by

SPEAKERS


Hope Timberlake

Author & Founder 
Forté Consulting 

Jenny Davis

VP of People Operations
 AMMEX

Kelly J. Kennedy

CFO
 The Honest Company 

More About HopeMore About JennyMore About Kelly

Amy McKenna

Founder & CEO
 HumanPoint 

More About Amy

EVENT INFO

Chris Naismith

CFO
 PCC 

More About Chris
Rachel Camarillo

Rachel Camarillo

Corporate Controller
 Filson, Inc 

More About Rachel
Phyllis Nomura

Phyllis Nomura

CFO
 YWCA 

More About Phyllis
Becky Todd

Becky Todd

CFO
CFO Selections

More About Becky
Palvi Mehta

Palvi Mehta

CFO and Operating Partner
 Pioneer Square Labs

More About Palvi
Marjorie Thomas

Marjorie Thomas

CFO
Allen Institute

More About Marjorie
Kim Eiring

Kim Eiring

CFO
Port Blakely

More About Kim