SOLD OUT: Women's Financial Forum: Learn, Plan, Invest
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SOLD OUT: Women's Financial Forum: Learn, Plan, Invest

8/14/2019
When: Wednesday, August 14, 2019
4:30 pm to 7:00 pm
Where: Schwab Center
211 Main Street
San Francisco, California  94105
United States
Contact:


Online registration is closed.
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Women’s Financial Forum: Learn, Plan, Invest

In Partnership with 100 Women in Finance


Women of all ages need to plan for their financial future. Learn fundamental facts and questions to help you make financial choices at every stage of your life. Sample topics include the decision to buy vs. lease a car plus understand and make the most of corporate benefits and stock options. Bring your questions to this interactive session. You will leave feeling empowered to take charge of your finances and add to your portfolio. Join us at 4:00 PM for an hour of networking prior to the panel discussion. Event venue will be closed by 7:00 PM.


Speaker

Diane Bourdo, CFP, President, The Humphreys Group 

Diane Bourdo began at The Humphreys Group in 1989 and became Principal in 1993 before assuming the role of President in 2005. During the last 25 plus years, she has worked extensively with clients to address investment and planning issues. Ms. Bourdo is particularly passionate about helping women with money and finance. She is a strong believer in a culture of continuous learning-whether is applies to investment strategies, new financial planning opportunities or strengthening her team. Ms. Bourdo is a member of the Financial Women of San Francisco, where she plays an active role on the scholarship committee interviewing female undergraduate and graduate students who are pursuing careers in finance. A member of the Financial Planning Association, she participates on the pro bono committee that provides financial planning to underserved communities. She earned her BA from the University of Wisconsin and MBA from UC Berkeley, Haas Graduate School of Business.

 

Stacy Lewis Daher, MAcc, CPA, Associate VP Finance & Treasury, University of San Francisco

Stacy Lewis Daher currently serves as the Associate Vice President for Finance and Treasury at the University of San Francisco, where she manages or serves as a fiduciary for over $1 billion, which includes the University’s endowment portfolio, capital project funds, and short-term operating funds. In addition to her investment responsibilities, she also oversees investment accounting and operations, debt issuance and management, procurement and other business services, and serves as the main point of contact for the University’s external rating agencies, bankers, and financial advisors. She is a Certified Public Accountant who began her career in public accounting at PricewaterhouseCoopers, where she managed audit teams and programs for her clients in the higher education, health care, and technology industries.  She holds a Master of Accounting degree from Saint Louis University and a Bachelor of Music degree from the University of Missouri - Columbia.

 

Crystal Dykstra, CFP, Executive Financial Planning Advisor, Charles Schwab

Crystal Dykstra is a Certified Financial Planner with Charles Schwab in San Francisco. Her goal is to provide the foundational pieces we all need to put ourselves on our path to financial success, freedom, and security. Ms. Dykstra works to de-mystify the world of investing, outline the financial risks women face, and then provide the tools to jump right over them. The power of our own personal financial plan and how it provides the map get us to where we want to be is one of the greatest tools we have. Knowledge is power.

 

 

Moderator

Colleen O'Brien, Vice President, Oakland and Berkeley Branch Manager, Charles Schwab

Colleen O'Brien, Vice President and Branch Manager for the Oakland & Berkeley offices for Charles Schwab & Co. Inc. Prior to joining Schwab, Ms. O’Brien spent 20 years at Morgan Stanley in San Francisco and Marin.  She is passionate about the education and empowerment of women investors so that they can “Own Their Tomorrow” and feel confident in their financial security. Ms. O’Brien has resided in Contra Costa County for the past 25 years raising two sons, Aaron, who works in Financial Services in Phoenix, AZ and is a UC Santa Barbara graduate and Zachary who is a junior in Economics & Business at UC Santa Cruz.



Agenda

4:00 pm - Registration & Networking Reception

5:00 pm - Event Begins

7:00 pm - Event Venue Closes

The program will begin promptly at 5:00 PM; please allow time to get through building security and to register before the event begins.
Those arriving after registration has closed will NOT be admitted.

 

Pricing

Members: FREE

Non-Members: FREE

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