Category: Event Recap

EXCELerate Program Launches in Las Vegas

On Sunday morning, April 7th, over 125 women participated in the launch of WiPN’s new EXCELerate program specially designed for our organization by Dr. Ben Sorensen of Optimum Associates. Throughout 2019, the EXCELerate program will provide practical tips and techniques to help us meet the specific challenges and realities we face as we advance in

Event Recap: WiPN Event at 2018 NAPA 401(k) SUMMIT

Never thought of Being on a Board?  Think Again!! Sadly, only one-quarter of US Corporations have female representation on their boards. Betsy Berkhemer-Credaire, National CEO of 2020 Women on Boards, wants to change this statistic. As she discussed with WiPN members during the 2018 WiPN event at the NAPA 401(k) SUMMIT, her organization's goal is

First SoCal Regional WiPN Event is a Hit!! 

A Re-cap by Past-President Amy Glynn, GRPAA HATS OFF TO REGIONAL CHAIRS Brooke Austin, GRPAA and Michele Giangrande, T. Rowe Price, for putting together a great venue; and a special shout out to our sponsors who made it happen – Oppenheimer, Mutual of Omaha, T. Rowe Price and GRP Advisor Alliance. The venue was hosted

WiPN Hartford Chapter – Power Pose Painting Event Recap

On February 21st, the Hartford Regional Chapter hosted a "Power Pose Painting" event. The pictures capture the true essence of the event -- the fun, the inspiration, the laughs, and most of all - the meaningful networking connections that were made!  Special thanks to our sponsors: Prudential, Ivy Funds, Neuberger Berman and Lincoln Financial. The

WiPN in Indianapolis: Do you like what you do each day?

On December 14, 2017, the Women in Pensions Network held a fantastic lunch event at the American Funds office in Indianapolis featuring Kathy Kersten, a Gallup Certified Strengths Coach, discussing Career Well-Being.  During Kathy’s interactive presentation, she had everyone ask themselves a very important question, “Do you like what you do each day?”  This really

WiPN N.E. Ohio harnesses gratitude!

The WiPN Northeast Ohio event was awesome!!  We had a holiday dinner at a local brewery “hot spot” called Market Garden Brewery.  It was a happy hour followed by a sit down family-style dinner with keynote speaker, Lisa Ryan.  Lisa spoke about Harnessing the Power of Gratitude through the Holidays and Beyond. It was an informal presentation with

Women in Pensions Network – Winning in Las Vegas!

The Women in Pensions Network (WiPN) was on the move in Las Vegas at the Excel 401(k) conference for advisors.  On Sunday evening, October 29th, WiPN hosted a welcome reception - a great turnout with over fifty people gathering to network, connect with friends and colleagues, and gear up for two days of relevant industry

WiPN NYC “downward dog” for Breast Cancer Research

On Wednesday, Oct 25, WiPN’s New York City chapter, held a yoga and networking event to honor breast cancer awareness month.  There was a Yoga class which we asked for suggested donations to Breast Cancer Research, and then a networking event thereafter which was co-sponsored by a few DCIO partners.  This was our 4th event

WiPN Baltimore learns about “Career Jungle Gyms”

The WiPN Baltimore Regional event was held at the lovely Center Club on Spetrember 28th. The 20+ ladies in attendance were treated to T. Rowe Price head of RPS Relationship Management, Suzanne Ricklin’s non traditional career story. Suzanne has approached her career as a jungle gym, not a ladder and has always sought to develop

Fantastic Boston Regional event offer sage advice on career progression

Boston’s WiPN Chapter is on fire, with a big crowd at a luncheon with Anne Ackerley from Blackrock. Many thanks to Ruchi Tripathi and Diane Rzepecki, Regional Chapter Chairs,  for planning the event and continuing to expand the Boston chapter.  And Tina Sanchez, our host and longtime WiPN supporter and former Board member, made some great

WiPN Northern Ohio: A Great Night and the Ball Park & Get Your Head in the Game. 

The Northern Ohio Regional Chapter event On August 3, 2017 was held at Oswald Center with approximately 35 people in attendance.  Our sponsors included Prudential, OneAmerica, Hartford Funds, Wilmington Trust and MFS.  We had a drop in sponsor at the ball park - Fidelity Funds - as well.  Jackie Salmon from OneAmerica was the main

WiPN NYC goes cruisin’

On Wednesday, July 26th, WiPN’s New York City chapter, celebrated the summer on a sunset boat cruise on the Hudson. The co-ed 80 person gathering was organized by NYC co-chairs, Lydia Jun and Val Ferrara, and successfully raised money and food donations for nonprofit, Fiorenza’s Food for Friends. The event’s attendees and its eight sponsors

WiPN has fun at PLANSPONSOR National Conference!

20 ladies attended WiPN’s brunch at PlanSponsor National Conference in D.C. WiPN’s membership chair, Christina Stauffer, gave a WiPN overview and talked about the regional chapters; Gwen Paness from ARA volunteered to head a Washington DC chapter! Everyone went around the room and give us their name, firm, role and a fun fact.  That (and the mimosas!) broke

New WiPN Nashville Chapter Kicks Off Strong

The first Nashville event was a success, attendees heard from Robin Green, with the help of Principal’s Cindy Kennedy, she efficiently delivered her presentation, and sill made it on time to her flight. Mary Jo Innis and Lori Williams, co-chairs for the Nashville chapter of WiPN introduced Board member, Christina Stauffer. She spoke about the organization

Taco Tuesday with WiPN Boston & Des Moines WiPN build their networks

We have had some fantastic events over the last few weeks!  Our Boston chapter hosted a Taco Tuesday night sponsored by American Century and Ivy Funds.  They also accepted some great donations for Dress for Success.  Last week, we hosted our first Des Moines Regional event sponsored by Principal.  They had a fantastic panel of

WiPN takes on Vegas… and a “man-el” (NAPA Event Recap)

The Women in Pensions Network held another great networking event at the 2017 NAPA 401(k) Summit in Las Vegas.  With a record number of women in attendance, representing a diverse cross section of retirement plan professionals from across our industry, the event was a huge success. Members and guests were treated to a light brunch

WiPN Wine Tasting Event in NYC

NYC Regional chapter leaders, Lydia Jun and Val Ferrara hosted a successful event for wine tasting and networking.  We had 32 attendees, including 6 co-sponsors.  We received praised for the venue choice from the attendees, and much appreciation from the co-sponsors that they were included and they eagerly offered to help more throughout the year.

Attendees at the Boston Regional event have a lively discussion

On Wednesday, October 5th ladies gathered at the Boston regional event for networking and food before settling down to listen to speaker Sarah Stahl. Sarah is a managing director for MDT Advisors (a Federated Advisory Company) but she started her career in the manufacturing and the auto industries. Sarah gave the story of her circuitous

WiPN speed-networks through Baltimore

The Baltimore regional event took place on Wednesday, September 28, 2016 at Wit & Wisdom in downtown Baltimore. Organized by Daniella Moiseyev, the event focused on networking and learning more about the local female colleagues in attendance. After delicious drinks and appetizers were served, the attendees broke out into small group conversations for “speed networking”

Webinar Recap: “Coaching for Success: Are You Playing to “Win” or Playing “Not to Lose?”

On Wednesday, September 21, WiPN hosted a webinar for all members. The topic was, “Coaching for Success: Are You Playing to “Win” or Playing “Not to Lose?” and it was presented by Dr. Denise Federer, a speaker, consultant, coach and psychologist based out of Tampa, FL. Dr. Federer works with individuals, executives and corporations to

WiPN takes the PLANADVISER National Conference by storm

On Sunday, September 11, 2016, approximately 30 professional women across the retirement plan industry gathered to do what WiPN does best – connect! Although the event was geared towards women, a special guest appearance was made by GRPAA industry Viking Bill Chetney and his gang. This move reinforced WiPN’s goal of becoming more inclusive and

Regional Events are Heating Up

WiPN members gathered in both Boston and Los Angeles recently for exciting regional networking events.

NAPA WiPN event: Don’t be THAT girl….

A Financial Wellness Panel with preeminent experts from across the industry delivered impactful stories and executable plans of action. Jania Stout, Barbara Delaney, and Liz Davidson made up this powerhouse panel, delivering their stories of how employee education and a-ha moments led them down their current career paths.