Tips N Sips 2018 Sponsored By Kia Classic Women’s Golf Clinic at Aviara Golf Course on Nov 1, 2018 @ 4:30

San Diego Women in Finance has a limited number if spots- first come first served. This will be a fun, easy afternoon of women networking, learning the game, or improving if you already play. Details…….. – no golf experience needed – clubs are provided or you can bring your own – golf or casual attire – wine included RSVP

 

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Announcing the October 10th meeting of SDWIF. Join our speaker Jennifer K Crittenden for our topic:Building Your Executive Presence

Date: Wednesday, October 10, 2018

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

Location: Wells Fargo – 4655 Executive Drive, 9th Floor, San Diego, CA 92121

Parking – No host parking-there are parking spaces on the street

RSVP: SanDiegoWIF@gmail

Do you have a strong executive presence? Not sure?

You are not alone!  A recent study reports that women find feedback about executive presence so contradictory and confusing that 81% say they don’t know how to act on it.

In this interactive workshop, Jennifer Crittenden will share her research on what constitutes a strong presence and how to develop the tools to build it. Learning empathy and how to see yourself through someone else’s eyes and then applying that knowledge to behavior modification can permit anyone to improve how they are perceived.

Along with a self-assessment tool, Jennifer will provide specific examples and useful takeaways that you can use to increase your promotability and compensation.Jennifer served as the instructor for an Executive Presence training program for the University of Wisconsin and the National Association of Women MBAs before she began offering the course independently.

Bio:

Jennifer K. Crittenden has a BA in Linguistics and an MBA in Finance and IT from Indiana University. She worked for over twenty years in corporate finance for Bristol-Myers Squibb and Smith & Nephew in the US, Belgium, and the UK. She moved to the sunny skies of San Diego to participate in the emerging biotech industry and worked as Chief Accounting Officer for Anadys Pharmaceuticals and CFO for Biocept Inc.

In her next life, she wrote three business-related books and now offers professional development training programs in career management, communication, presentation, and language skills.  She occasionally serves as interim CFO and writes and speaks on topics related to gender, careers, and the importance of soft skills.

 

About Our Corporate Sponsors:

Wells Fargo’s Business Banking Group serves the needs of small- to mid-size private held businesses throughout the country.    They provide a proactive approach through a team of local Relationship Managers and others to provide customized service and rapid response to help our customers succeed financially 

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Roundtable Discussion: “What Would You Tell Your Male Colleagues?” From shaking your hand in a strange way to ignoring you in meetings, are there things that your male co-workers do that you wish they wouldn’t? Author Jennifer K Crittenden will lead our discussion

Date: Thursday, April 26, 2017

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

Location: Wells Fargo

4655 Executive Drive, 9th Floor, San Diego, CA 92121

RSVP: SanDiegoWIF@gmail.com

Jennifer is seeking input on a book intended for men who would like to build better working relationships with their female colleagues. Here’s your chance to speak your mind! The book will contain positive, light-hearted advice to improve our work cultures for the benefit of everyone.

Also, as a special thank you to SDWIF, she will be giving away copies of her book You, Not I: Exceptional Presence through the Eyes of Others.

About Our Speaker:

Jennifer is a former CFO who worked for over twenty years in corporate finance for big pharma and biotech companies in the U.S., U.K., and Europe. She is the author of The Discreet Guide for Executive Women: How to Work Well with Men (and Other Difficulties), an Amazon bestseller and winner of a 2012 National Independent Excellence Award.

She offers professional development training programs through her company The Discreet GuideTM on interpersonal, communication, performance, presentation and language skills. She writes and speaks frequently on topics related to gender, communication, and work.

She earned a BA in Linguistics and French from Indiana University, a Baccalaureate certificate in Film Studies, and an MBA in Finance and MIS from the Kelley School of Business. She is a member of Phi Beta Kappa and received a CELTA diploma from the University of Cambridge to teach English as a second language

About Our Corporate Sponsors:

Daniel Adams – Senior Vice President, Business Banking Area Manager, Wells Fargo Bank

Dan leads a team that provides commercial real estate loans, treasury management, and credit lines to businesses in Southern California and Nevada.    They provide loan structuring, underwriting and risk analysis for operating businesses and commercial real estate investors, and also offer working capital optimization technologies to help businesses operate more efficiently.  Dan’s team originated over $300 million in loans in each of the past four years, including Small Business Administration, Healthcare Finance, Equipment Leasing/Purchases, and conventional lending products.   Dan is a veteran U.S. Marine artillery officer with multiple deployments to the Middle East and Southwest Asia and also an adjunct Graduate Finance Professor at several local universities.

Wells Fargo’s Business Banking Group serves the needs of small- to mid-size private held businesses throughout the country.    They provide a proactive approach through a team of local Relationship Managers and others to provide customized service and rapid response to help our customers succeed financially.

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Best Practices on Job Search Strategies and Navigating Career Transition

Date: Wednesday, March 28, 2018

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

Location: Wells Fargo Bank (see below map)

  4566 Executive Drive, Suite 1000 San Diego, CA 92121

                                            Parking: Parking garage not hosted or park on street

                                            RSVP: SanDiegoWIF@gmail.com

Speaker: Fred Dawn, Retired Vice President and Senior OutplacementConsultant at Lee Hecht Harrison.

From his over 20 years experience advising professionals and senior executives on job search strategy, and his own years of executive experience in business and banking before that, Fred will share best practices for strategizing and for the search process itself. Takeaways from his talk will include:

  1. Understanding how the process works in today’s world
  2. Building the right foundation
  3. Architecting your strategy
  4. Preparing for the search
  5. Avoiding dumb things along the way
  6. Successfully networking, interviewing and negotiating

Developing an effective job transition strategy not only enables you to stand out as the candidate of choice when you’re in search of new opportunity, but subtly puts you in a stronger position within your current company and within your industry wherever you may currently be working. As many of you know, Fred Dawn has been a highly sought-after advisor in the area of career management, and before his retirement a little over a year ago, was the single best-known and respected career counselor in the San Diego area.  Fred doesn’t just have expertise; he has wisdom and an uncommon amount of common sense about the executive job market.

With the ever increasing volatility of the economy and the business cycle, and with relentless trends like artificial intelligence, the “gig” economy and ongoing globalization, the average length of employment continues to decrease.  Understanding how to conduct an effective search is a career-defining skill in today’s world.  Most, if not all, of us will be continuing to make job and career changes in the coming years.  Being well prepared for this possibility will shorten the search cycle, reduce your stress, and maximize your time spent working instead of “looking for that next thing”.

We are fortunate to have Fred share his insights into the current status of the job market, as well as tips on how to plan and advance your job search while integrating your experience and personal preferences into a process that maximizes your chances of success.

About Fred Dawn:

As a Vice President in Lee Hecht Harrison’s San Diego office, Fred served primarily in a consulting capacity.  He worked with a wide variety of professionals, with a special emphasis on senior executives, providing counseling and guidance in their career transition.  Fred’s broad business background, including personally experiencing a “downsizing” many years ago in his career, has allowed him to relate exceptionally well to professionals and executives at all levels.  He was an executive in the banking industry, where he served in such capacities as Chief Administrative Officer and Chief Credit Officer prior to transitioning into the career management field.  In these assignments, he served on the bank’s executive leadership committee with specific responsibility for management of a multi office branch system, leading all marketing activities and the hiring and career development of numerous key officers.  He has a total of over 20 years of experience in the outplacement industry, most of it with Lee Hecht Harrison.

Fred holds a B.A. degree from Drake University.  He has been very active in the San Diego business community, and before his retirement, would often be seen frequenting such venues as the San Diego Venture Group, MIT Enterprise Forum, and the Corporate Directors Forum, the latter on whose board he served for a number of years.  Additionally, he has long been a sought-after speaker and panelist, speaking over the years on several Harvard Business School alumni panels, Women in Technology International, FEI, the FENG, the Sino-American Bio/Pharma Professionals Association, and other organizations.

About Our Corporate Sponsors

Daniel Adams – Senior Vice President, Business Banking Area Manager, Wells Fargo Bank

Dan leads a team that provides commercial real estate loans, treasury management, and credit lines to businesses in Southern California and Nevada.    They provide loan structuring, underwriting and risk analysis for operating businesses and commercial real estate investors, and also offer working capital optimization technologies to help businesses operate more efficiently.  Dan’s team originated over $300 million in loans in each of the past four years, including Small Business Administration, Healthcare Finance, Equipment Leasing/Purchases, and conventional lending products.   Dan is a veteran U.S. Marine artillery officer with multiple deployments to the Middle East and Southwest Asia and also an adjunct Graduate Finance Professor at several local universities.

Wells Fargo’s Business Banking Group serves the needs of small- to mid-size private held businesses throughout the country.    They provide a proactive approach through a team of local Relationship Managers and others to provide customized service and rapid response to help our customers succeed financially.

 

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Announcing SDWIF January 30, 2018 meeting. Please join us on our annual economic outlook with our speaker Ryan Ratcliff, Associate Professor of Economics at USD

San Diego Women in Finance (SDWIF)
Annual Economic Outlook for 2018
Date: Tuesday, January 30, 2018
Time: 5:30pm – 7:00pm (discussion begins promptly at 6:00pm)
Location: BDO 3570 Carmel Mountain Rd Ste 400 San Diego , CA 92130
RSVP: SanDiegoWIF@gmail.com

Announcing the January Monthly Meeting of SDWIF. Join us for our annual economic outlook with our speaker Ryan Ratcliff, Associate Professor of Economics at USD, who will be discussing the global, national, California and San Diego Economies in 2018.
Ryan Ratcliff is an Associate Professor of Economics, specializing in forecasting, macroeconomics, and financial economics. His research interests include the formation and updating of macroeconomic expectations, linkages between financial markets and the macroeconomy, state and regional economic forecasting, and the macroeconomic impact of housing cycles.
Prior to coming to USD, Professor Ratcliff spent three years at the renowned UCLA Anderson Forecast, where he was the primary author of the quarterly forecast for California, as well as numerous other reports on local economic forecasts and regional housing markets. He has also worked in market research and applications development at the Franklin-Templeton family of mutual funds, as a market analyst on the U.S. Treasury’s Mexico Task Force, and as a compliance researcher at the Frankfurt headquarters of Deutsche Bank.

Our Sponsor
BDO
For more than 100 years, BDO USA has been recognized as a premier accounting, tax and consulting organization for our exceptional client service; experienced, accessible service teams; focus on quality and efficiency; and our ability to adapt to, and navigate successfully in, a changing marketplace. The firm has grown to serve clients through over 60 offices and more than 500 independent alliance firm locations nationwide. Today, BDO USA, LLP, is the U.S. Member of BDO International Limited, which forms part of the international BDO network of independent member firms

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San Diego Women in Finance (SDWIF) Thanks our Speaker Peter Schuster Merger & Acquisition


Peter’s lecture gave SDWIF practical advice on mergers & acquisitions.  M & A is not a strategy, it is a means to achieve Company strategy. In his presentation he answered the following questions: How a company can assess whether they are ready to execute a transaction? How to set themselves up for success in M&A? The attendees found the presentation full of helpful information. 

In addition we would like to thank our corporate sponsor BDO of their support and generosity of this event.

 

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San Diego Women in Finance (SDWIF) announces its Nov 14 meeting on Merger & Acquisition with Speaker Peter Schuster

Date: Tuesday, Nov  14, 2017

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

Location: BDO 3570 Carmel Mountain Rd Ste 400 San Diego , CA 92130 

                                           RSVP: SanDiegoWIF@gmail.com

Key Topics:

Peter will be talking about mergers & acquisitions and how a company can assess whether they are ready to execute a transaction and how to set themselves up for success in M&A.  Specific topics to be covered include:

Successful M&A starts with a sound company strategy

Characteristics of effective acquirers

Attributes of a successful deal

Qualities of an underachieving deal

 

About

Peter Schuster is a financial executive, who is a specialist in mergers & acquisitions and has developed expertise in a variety of financial disciplines from the various senior positions he has held during his 35 year finance career.  Peter served in several corporate development roles during his 16 year tenure at Leidos (NYSE:LDOS).  He served as Vice President of M&A at Leidos since the creation of the Company in 2013 with its spin-off of SAIC into a separate public company.  He was responsible for all elements of the Leidos M&A program including acquisitions, divestitures, Joint Ventures and minority investments.  While at Leidos Peter closed over 25 transactions ranging in size from $2 Million to $500 Million.

Peter played a key role in negotiating and closing Leidos’ $10 Billion merger with the Information Systems and Government Solutions Group of Lockheed Martin in August of 2016.  In September of 2017, Peter became Director of Finance and Administration of Innovega Inc., a developer of cutting edge systems to view augmented and virtual reality through a combination of stylish glasses and contact lenses.  Peter also teaches a Mergers & Acquisition course at University of San Diego.Peter is a CPA and a has a B.S. in Accountancy from Villanova University.

Our Sponsor

BDO

For more than 100 years, BDO USA has been recognized as a premier accounting, tax and consulting organization for our exceptional client service; experienced, accessible service teams; focus on quality and efficiency; and our ability to adapt to, and navigate successfully in, a changing marketplace. The firm has grown to serve clients through over 60 offices and more than 500 independent alliance firm locations nationwide. Today, BDO USA, LLP, is the U.S. Member of BDO International Limited, which forms part of the international BDO network of independent member firms.

 

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