YWCA Young Women and Money Conference

YWCA Young Women and Money Conference

Saturday December 9, 2017

December 9, 2017

10th Annual YWCA Berkeley / Oakland’s Young Women and Money Conference

Other Registration Options:

By Mail: Further instructions on brochure.
By Phone: 510-848-6370
In Person: YWCA, 2600 Bancroft Way, Berkeley 94704

“Controlling your money, rather than having your money control you” is key to every woman’s quality of life. The YWCA Young Women and Money Conference will help you gain financial independence and success.  Register soon before seats sell out – only 150 seats this year!  Conference sold out the past 9 years.

Conference Includes:

  • Fantastic Keynote Speakers
  • Two workshops of your choice
  • 3-course lunch
  • Raffle prizes
  • Financial Resources and giveaways
  • And more!
  • Chances to win many great prizes including $100 Target Gift Cards


Why Should I Attend?

Tired of sweating at the ATM because your money is going fast?  Wishing you knew the way to see your money grow? This conference will provide you with the tools to gain financial independence and success! Learn the street smarts of money: good credit, budgeting, paying bills, investing.

Conference Agenda 2016  (last year, 2016)

Saturday, December 3, 2016
Marriott Oakland City Center
@ 12th Street BART station
9 AM – 4 PM
9 AM
Registration and Conference doors open
9:30 – 9:45 AM
Welcome and Opening
9:45 – 10:30 AM
Keynote Speaker: Betty T. Yee
10:45 – 12 PM
Morning Workshops
12:15 – 2 PM
Luncheon and Keynote Speaker Panel:
Veronica Dangerfield | Kathlyn Hart | Lynn Ballou
2:15 – 3:30 PM
Afternoon Workshops
3:30 – 4 PM
Closing Remarks and Final Drawing Winners

Keynote Speakers (last year, 2016)

Betty T. Yee

State Controller Betty T. Yee was elected in November 2014, following two terms of service on the Board of Equalization. As Controller, she continues to serve the Board as its fifth voting member.

Ms. Yee was first elected to the Board of Equalization in 2006 where she represented 21 counties in northern and central California. She was elected to her second four-year term in 2010.

Now serving as the State’s Chief Financial Officer, Ms. Yee also chairs the Franchise Tax Board and serves as a member of the California Public Employees’ Retirement System (CalPERS) and the California State Teachers’ Retirement System (CalSTRS) Boards. These two boards have a combined portfolio of nearly $500 billion.

Ms. Yee has over 30 years of experience in public service, specializing in state and local finance and tax policy. Ms. Yee previously served as Chief Deputy Director for Budget with the California Department of Finance where she led the development of the Governor’s Budget, negotiations with the Legislature and key budget stakeholders, and fiscal analyses of legislation on behalf of the Administration. Prior to this, she served in senior staff positions for several fiscal and policy committees in both houses of the California State Legislature.

Ms. Yee currently serves on the board of directors for the Equality California Institute. She is a cofounder of the Asian Pacific Youth Leadership Project, which exposes California high school youth to the public service, public policy, and political arenas.

A native of San Francisco, Ms. Yee received her bachelor’s degree in Sociology from the University of California, Berkeley, and her master’s degree in Public Administration from Golden Gate University, San Francisco.

Lynn Ballou

Lynn Ballou, CFP® is Regional Director of EP Wealth Advisors. She also serves as the CFP Board of Standards Ambassador for the San Francisco Bay Area, a role in which she educates the public about the importance of financial planning. Prior to joining EP Wealth Advisors, Lynn founded Ballou Plum Wealth Advisors, LLC in 1998 with long-time friend and colleague, Marilyn Plum. Under her guidance, the firm has become a trusted financial advisory office in the East Bay, one that places emphasis on an unparalleled level of service for every generation of its client base.

Particularly passionate about educating women, Lynn has spent the last 30+ years helping women unravel the financial complexities that accompany retirement, inherited wealth, loss of spouse, divorce and other transitional moments in life. She feels her success is measured by the milestones they help their clients achieve. An advocate for investor education, Lynn has taught taxation and financial planning as an adjunct faculty member of The College for Financial Planning through JFK University. She is also an active member of the Financial Planning Association and volunteers her time organizing and participating in San Francisco’s Financial Planning Day each year.

Lynn regularly pens a personal finance column for Lamorinda Weekly called “Lynn’s Top Five” and provides expert commentary to other local media outlets including the San Francisco Bay Area Women’s Journal, KRON 4 San Francisco and the San Francisco Chronicle. She has also been quoted by renowned national media publications including The Wall Street Journal, The New York Times, and U.S. News & World Report, and has appeared on CNBC.

Lynn graduated with honors from the University of California, Los Angeles. An avid reader, Lynn can usually be found with her nose in a book. She loves taking long hikes with her dog, gardening and day tripping in Northern California with her husband, John. She also greatly enjoys spending time with her grown children, Meredith and Nicholas, and especially her granddaughter Luna.

Veronica Dangerfield

Veronica has enthusiasm that is riveting. It will grab your mind, ignite your soul, and fatten your wallet. She is a Financial Educator for Patelco Credit Union, an award-winning speaker, a published poet, and a professional comedienne. What you will remember most about Veronica’s presentations is how much fun you had learning.

She has won numerous awards for her work as a financial educator including: Visa Innovative Educator Award, numerous credit union distinctions, and recognition by various colleges and universities. As a philanthropist, Veronica is dedicated to supporting her community. She has supported the Bay Area Crisis Nursery for six years by producing and performing in an annual Mother’s Day Comedy Show. Since 2008 she has volunteered with the Berkeley High School RISE program by teaching students and as a board member. She teaches financial empowerment for Habitat for Humanity. She has taught financial literacy at Cal State University East Bay, San Francisco State University, Diablo Valley College, and Sierra Junior College as well as dozens of high schools and nonprofit organizations throughout the state. She received her Bachelor of Arts degree in Communication from Sacramento State University.

Veronica is an avid traveler, the mother of three, and a passionate dancer. She believes that financial prosperity is not a dream but a birthright for all.

Kathlyn Hart

Kathlyn is a business and life coach, a motivational speaker, and host of The Big Leap podcast. At 23 Kathlyn found herself stuck in sweltering hot LA traffic going 0 miles an hour, living paycheck to paycheck, wondering WTF was she doing. She asked herself “Was this the life I really wanted?” Going to an office where she felt like a walking zombie with the life sucked out of her, spending a full day doing tasks that could be accomplished in an hour. She felt unchallenged, underpaid, and uninspired.

But what could she do? She fantasized about exploring a childhood career dream in architecture. She didn’t have the skills, and even if she wanted to learn, where would she find the time? After a long commute home and making dinner, all she wanted to do was flip on the TV and watch me some Bachelor.

In the fierce combination of feeling overwhelmed, frustrated, and LITERALLY being stuck, a fire within her was lit and boiling points were reached. That day a mental switch was flipped, and she knew if she wanted to a change, she couldn’t just sit there dreaming about it. She needed to go out there, take risks, and hustle to make it happen.

In the years since she made more leaps in her life happen that she could have ever expected, including: Moving from LA to SF to make a childhood dream job in architecture a reality; Becoming a software designer after realizing she loved working with pixels, not buildings; Getting in serious control of her money and learning to double her pay through salary negotiation; Saving over $16,000 to quit the 9-5 world; Starting her first business as a website designer and digital marketing consultant; Becoming a life coach; Embracing her dream to speak, and leading workshops on personal and financial empowerment; And most recently creating a podcast, to amplify the stories of kickass, courageous women.

Workshops & Presenters (last year, 2016)

Nicole Middleton

  • Financial Advisor; Strategy Squad Insurance Services, LLC
  • “Knowing Your Benefits and Your Potential Employer”

Elaine Shen

  • Financial Advisor; Morgan Stanley Wealth Management
  • “Investing Tools to Paint Your Prosperity Picture”

Katherine Brown, MPH

  • Health Services Program Specialist, City of Berkeley Dept. of Health; 8 year YWCA Young Women & Money Conference veteran

Lisa Vang

  • Member Education Facilitator, Golden 1 Credit Union (Communications & Community Relations)
  • “You and Your Credit”

Jenny Smith

  • Change Master – Entrepreneur – Life Designer, Tanager Group 
  • “Power Over Plastic: Cash, Credit and Your Brilliant Financial Future”

Registration Rates (last year, 2016)

Scholarship for Ages 18-30: $25 (price increases after Nov. 4th)
Discounted for Ages 31-40: $55
Discounted Registration for Ages 41+: $70
(Full registration value: $145) 

WE ARE SOLD OUT.  We apologize and won’t be able to accept any registrations or payments at the door.  We hope you can join us next year.

Sponsors and Contributors (last year, 2016)

Eleanor Blayney, CFP, and Consumer Advocate for CFP Board’s donation of 150 Savings Fitness Guides.