Announcing SDWIF October 2015 Meeting

AA043345Announcing the October 15, 2015 Meeting of San Diego Women In Finance.  Jenn Harris, CEO of the High Heeled Golfer, Will Share With Our Group How to Make More Green on the Greens

 Date: Thursday, October 15, 2015

Time: 5:30pm – 7:00pm (discussion begins promptly at 6:00pm)

Location: Eddie Bauer (Westfield UTC Mall)

4707 Executive Drive, San Diego, CA 92121-3091


Join us for this educational and fun evening of conversation with our speaker Jenn Harris:

About Our Speaker Jenn Harris:

Jenn Harris is on a mission to get more female executives to win respect, rewards, and sales through the game of golf.

Although her company, High Heel Golfer, was only founded in late 2012, she has already mentored over 1200 women across corporate America.

In addition to being an in-demand keynote speaker on business golf, Jenn shares how to make “more green on the greens” through her blog, bimonthly contributions to, webinars, seminars, and private corporate training.

Her unique approach was also featured in the BBC, The San Diego Union Tribune, the Daily Worth and dozens of local media.  

About Our Corporate Sponsor: Eddie Bauer

Innovation, quality and an appreciation of the outdoors: The passions of our founder, Eddie Bauer, remain the cornerstone of the Eddie Bauer business today. In conjunction with innovative design and exceptional customer service, Eddie Bauer offers premium-quality clothing, accessories and gear for men and women that complement today’s modern outdoor lifestyle. Whether it’s classic outerwear, legendary down or casual denim and khakis, Eddie Bauer offers a full range of styles to complete the casual wardrobe. Rediscover Eddie Bauer, a legend in American sportswear, at one of the approximately 370 stores throughout the US and Canada, through seasonal catalogs or by visiting

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San Diego Women In Finance Thanks Our Craft Beer CFO Panelists and Corporate Sponsor LPL Financial

unnamed[2]San Diego Women in Finance would like to thank Stone Brewing Company CFO Craig Spitz and Green Flash Brewing Company CFO Steve Goodger for sharing their acumen on the latest trends in the craft beer industry including businesses strategies, industry changes, and so much more. As the moderator of the panel, I felt that both of you were so generous sharing with the audience your knowledge on the craft beer industry.

The feedback from the members were so complementary one member emailed us the following: “The Craft Brewing business is growing in double digits and SD Women in Finance provided a unique forum for CFO’S from Stone Brewing and GreenFlash to speak candidly. The moderator asked thought provoking questions to lead an enlightened discussion.  I saw and heard the importance of how finance, strategic planning and branding are coupled with an entrepreneurial mindset to get results. It’s exciting that San Diego is a leader in this industry. The CFO’S were forthright and passionate about their industry. The forum gave local finance professionals an opportunity to hear about those working in this industry on how they are building their business.”

In addition, we would also like to thank our corporate sponsor LPL Financial for their continued support and generosity.  We appreciate all your help from the logistic team headed by Tamara Abrio and Kathleen Zemaitis.  Thanks to our host Tom Lux Acting CFO of LPL Financial for his warm opening and closing remarks.  We are grateful to  your organization supporting the San Diego Women in Finance!

Posted in Craig Spitz, Ellen R Hoffman, Green Flash Brewing Company, LPL Financial, San Diego Women In Finance, SDWIF, Steve Goodger, Stone Brewing Company, Tom Lux | Leave a comment

SDWIF is proud to be partnering with Clairemont High School, Academy of Business Mentoring Program 2015-2016 school year. Do you have an hour a month to make a difference in the life of a teenager?

Academy of Business Mentoring Program (AOB) at Clairemont High School are looking for wonderful mentors who want to participate in their program . They have 50 slots available for their AOB 11th Grade Mentor Program (one-on-one) and 20 slots available in their10th Grade Mentor Program (small group). SDWIF hopes that you can volunteer your time.
Mentoring is a one-year commitment from September 2015 – June 2016

» Mentor-student sessions are once per month (pre-scheduled dates) on Mondays.

» Mentor-student sessions are held at Clairemont High and last for a duration of 1-2 hours; meeting agendas are already planned.

» Mentor-student sessions are held in the early or late mornings: 10th grade sessions from 8:15 am – 9:30 am and 11th Grade sessions from 11:15 am – 12:30.

If you are interested, time is short! The application window is now open and will close on Sept.11th! Academy of Business Mentoring Program (AOB) application

Please contact us at and let us know that you want to join the SDWIF mentor team.



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SDWIF Meeting – Tuesday, September 1, 2015

AA043345Announcing the September 1, 2015 Meeting of San Diego Women In Finance.

Panel Discussion: Craft Beer Industry with Leading CFOs. Please join Stone Brewing Company CFO Craig Spitz and Green Flash Brewing Company CFO Steve Goodger as they share their insight on the latest trends in the craft beer industry including businesses strategies, industry changes, lessons learned, how is craft beer different from big beer and much more.

Join us for a stimulating evening of conversation with our accomplished CFO panelist.

Panelists:  Steve Goodger – Steve currently serves as the Chief Financial Officer at Green Flash Brewing Company 

Craig Spitz – Craig currently serves as the Chief Financial Officer at Stone Brewing Company 

Ellen R Hoffman, MBA San Diego Women in Finance Co-Founder and Corporate Treasurer Executive will moderate the panel

Tom Lux Host CFO- Tom currently serves as Acting Chief Financial Officer at LPL Financial

Location:   LPL Financial San Diego Tower

Address:    4707 Executive Drive, San Diego CA 92121

Date:          Tuesday, September 1, 2015

Time:         Networking – 5:00 p.m., Presentation – 5:30 p.m.


Bring Photo ID

Parking: Hosted by LPL

About Our Corporate Sponsors: 

LPL Financial is a leader in the financial advice market and provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions. LPL Financial is the nation’s largest independent broker-dealer since 1996 (based on total revenues, Financial Planning magazine, June 1996-2014), is a fast-growing Registered Investment Advisor (RIA) custodian with $78 billion in retail assets served, and acts as an independent consultant to over 40,000 retirement plans with approximately $110 billion in retirement plan assets served.


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Announcing the June Monthly Meeting of San Diego Women in Finance

businespeopleAnnouncing the June 2015 Monthly Meeting of San Diego Women in Finance. Come celebrate the start of summer season with our networking happy hour at Green Acre.


Date: Thursday, June 25, 2015
Time: 5:00pm – 7:00pm
Location: Green Acre
10300 Campus Point Drive, San Diego, CA 92121
Parking: Free

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Thank You Christina de Vaca for speaking at SDWIF May Meeting


Thank you Christina de Vaca for sharing your experiences and expertise regarding how we can map out our journey to a boardroom seat. You demonstrated several scenarios of how we can leverage our professional background in finance to find a place in the boardroom.

As Christina mentioned last night, here are a series of links that might be helpful.  The first 11 are from the CALSTERS governance website. They are very active in encouraging gender equality on public boards and many of the studies Christina mentioned can be found here.   She also provided a link to the CALSTRS website itself: We appreciate your sharing the links to the following:


Link to the CALSTRS website on the topic:

Link to the National Association of Corporate Directors website for enrollment as potential director:…/LandingPageCallOuts.cfm…

Link to Diverse Director DataSource website for enrollment as potential director:



About Our Sponsors:



Delphi Private Advisors combines extensive professional experience, proven expertise and sophisticated processes to provide clients with a trusted investment management partner.  We are specialists, delivering thoughtful solutions that combine a disciplined approach with a personalized touch.





Executive Search for Finance & Accounting

A business line of Roth Staffing Companies, L.P.

As a division of Roth Staffing, Ledgent remains the only staffing company ever to be ranked #1 on the Inc. 500, recognizing us as the fastest growing privately-held company in the United States over a 5 year period. We have won multiple awards based on our alignment with the Malcolm Baldrige Criteria for Performance Excellence. Today, we are one of the nation’s largest privately-held staffing companies with branches throughout the United States

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Thank you to SDWIF Participants for of the Mock Interviews

A huge thank you to all the SDWIF participants for giving our 11th grade Academy of business students such as an authentic and important learning experience at yesterday mock interviews. Today the students will be reviewing your feedback, briefing and finding out who was hired. We sure appreciate your donation of time and expertise. You have all helped prepare our students for the real world. Thank you so much! This message was sent to us by AOB program coordtor.

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