Financial Women of San Francisco has been making news in business and financial circles for more than 60 years. Scan the articles below to see all the ways we advance the success of today’s women in finance throughout the Bay Area.
Ramya achieved a major milestone when her firm was named “Customer Experience Partner of the Year – Americas” by Jedox, a global leader in Enterprise Performance Management (EPM) solutions.
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Kim is excited to share a project that she's working on – a Financial Literacy program for high school students.
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During San Francisco Tech Week on October 7, 2025, the Financial Women of San Francisco (FWSF) hosted an industry-leadership and networking event at Visa’s headquarters: “Women Driving the Fintech Revolution.”
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The fall new member lunch was held on October 28, 2025. It provided our new members with the opportunity to expand their networks within FWSF, learn more about the organization, and continue fostering relationships. Organized by the Membership committee, it is a casual and warm way to introduce new members to our community.
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On October 29, 2025, FWSF hosted an industry-leadership panel on stablecoins at Berkeley Haas, moderated by Professor Christine Parlour of Berkeley Haas. The panel brought together experts from regulation, entrepreneurship, and global payments: Brynly Llyr, Dora Chai, and Christina Potter.
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In October, the FWSF Book Club held a lively discussion of Invisible Kingdom by Meghan O'Rourke
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This year, I joined three major convenings centered on climate and finance: San Francisco Climate Week, a London-based standard-setting expert working group, and New York Climate Week. Across these gatherings, powerful signals of change emerged: resilience as an investable attribute, sustainability as a financial strategy, and collaboration as the lever for scaling solutions.
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Climate change and the growth of the green economy are not “new news,” but there have been updates and modifications to norms that can support financial markets and investors in those areas.
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Tip: Before the calendar flips, a strategic wealth planning move is to conduct a Tax Bucket. Review. It's about optimizing your tax position, not just market performance. The Vibe: Everyone talks about asset allocation (stocks vs. bonds). But asset location is where the real "rich girl energy" is.
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Kristin Mauer is Director of Business Development at Baker Tilly
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Stephanie Byford is Director, Business Development BDO USA
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Alyssa Millikin started a new position as Internal Audit Manager at SMBC MANUBANK.
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Julie Finora McAfee, CTP, has joined Mechanics Bank as SVP, Senior Treasury Management Sales Manager.
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