YWCA Young Women and Money Conference

YWCA Young Women and Money Conference

Saturday December 1, 2018; 9:00 am - 4:00 pm

Join us for our 11th ANNUAL YWCA BERKELEY/OAKLAND YOUNG WOMEN AND MONEY CONFERENCE being held on SATURDAY DECEMBER 1, 2018! 

“I love this conference because it is really inspiring to see other women like the speakers, be successful in their dreams … it helps me know that I am not alone in my struggles” – Conference Attendee 2016

I attended the Young Women and Money Conference and it was incredibly inspiring. So much so that I now have a Roth IRA and have saved nearly $2,000!” – Conference Attendee 2014 

“Before I had a lot of fear about my finances and just avoided it because it was so overwhelming and now I have the courage to start getting them under control” – Conference Attendee 2012

11th Annual YWCA Berkeley / Oakland’s Young Women and Money Conference

Registration Options: 

Online: Click Tickets Available Now below
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 10 years.

Conference Includes:

  • Fantastic Keynote Speaker and Panelists
  • Two workshops of your choice
  • Catered Lunch
  • Raffle prizes
  • Financial Resources and giveaways
  • And more!
  • Chances to win many great prizes including $100 Target Gift Cards

11TH ANNUAL YWCA YOUNG WOMEN & MONEY CONFERENCE DETAILS

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 2018 

Saturday, December 1, 2018
NEW LOCATION: Impact Hub Oakland
2323 Broadway, Oakland, CA 94612
@ 19th Street BART station
9 AM – 4 PM
 
9 AM
Registration and Conference doors open
 
9:30 – 9:45 AM
Welcome and Opening   
 
9:45 – 10:45 AM
Morning Keynote Panel
 
11:00- 12:00 PM
Morning Workshops
 
12:15 – 1:30 PM
Luncheon and Afternoon Keynote Speaker
 
1:45 – 2:45PM
Afternoon Workshops
 
3:00 – 3:15 PM
Closing Remarks and Final Drawing Winners 

Keynote Speaker

Malia Cohen – Candidate for State Board of Equalization

Malia Cohen is an American elected official in San Francisco, California. She serves as president of the San Francisco Board of Supervisors and represents Supervisorial District 10. Cohen was born in San Francisco. She earned a B.A. in political science from Fisk University and an M.S. in public policy and management from Carnegie Mellon University. Her professional experience includes working for Power Forward Consulting and the Corporate Strategy and Communications team for the Federal Reserve Bank of San Francisco.

 

 

 

Keynote Panel Speakers

Veronica Dangerfield

Consider Veronica Dangerfield that cousin that everybody loves but only sees once a year. You see, she believes that YOU are HER family.  Her mission in life is to preach compassion, to teach positive money behaviors and use laughter and surprise as a learning tool. Although, she has a very long career working in finance, Veronica is not your typical banker. Unless your banker, raps, dances, sings and tells jokes. Her degree in Communications from Sacramento State and her Certification as a Money Coach has her busy for Patelco Credit Union as a Financial Health Partner. She teaches at every single Junior College and University in the Bay Area and she loves students of all ages.  She has won a ton of awards but that is not whCat you will remember about her. You will be engaged by her innovative creative teaching style. You will be surprised at how she takes financial concepts and makes them easy to remember. But most of all, you will be encouraged, inspired and loved into using money as a tool to decrease stress and make your life happy. You will understand how the choices you make increase or decrease opportunities. Your cousin, Veronica, wants you to live in prosperity and financial peace and have the very best life.  Her mission in life is to SAVE your sacred light with knowledge that will illuminate your magnificent soul.

Claudia Rivas

Claudia is a Senior Financial Advisor in the San Francisco, Merrill Lynch office. She has been in the financial services industry since 2005. She has been able to work on high profile stock options plans such as, Facebook and other San Francisco and Silicon Valley clients. Her niche is high net worth individuals and businesses who require sophisticated financial strategies, detailed attention and care.

She lived in Mexico throughout her childhood and part of her adulthood, were she became aware of rampant poverty, unemployment, and minimal progress towards improvement. As a result, she became intimately aware of the importance of economic development and the role that financial institutions play in improving the standard of living of emerging communities.

From a very young age she made it her life goal to better the lives of others.  In high school she trained to be a nurse to help the sick and needy in Mexico. After coming back to the United States, however, she decided to switch gears and help on a larger scale.  She then decided to study economics to better learn ways in which to improve the lives of those here in the United States. She is extremely passionate about financial literacy for women and minorities. She’s mentored, sat on panels, created seminars and helped dozens of people get into careers in finance. Her goal is to create a more balanced representation of women and minorities in these fields through literacy, access and mindfulness.

Claudia is a graduate of Mills College, where she obtained her B.A. in Economics and an M.B.A. She currently resides in San Francisco with her husband and two boys. In her spare time, she loves salsa dancing, running and reading self-improvement books.

Lynn Johnson is a visionary entrepreneur, speaker, girl advocate, and Co-Founder/CEO of Spotlight: Girls – a certified B Corp that inspires, educates, and activates girls & women to take center stage. A multi-media platform and summer camp, Spotlight: Girls gives girls the skills to step into their light and become the leaders we’ve all been waiting for. To date, Lynn has raised over $500,000 in capital to grow her business and prepare to franchise Go Girls! ™ – their popular summer camp – nationally.  A sought-after speaker and facilitator, her work has been recognized by Ashoka Changemakers, SheEO, and ICA Fund Good Jobs. Lynn is the very first recipient of the Force for Good Fund, an accelerator focused on women/people-of-color entrepreneurs growing best-for-the world businesses. Most recently, she became the winner of SheKnows Media’s #ThePitch – a platform and video series launched to elevate, connect and coach female entrepreneurs. 

 

Lynn regularly works as a facilitator, speaker, workshop leader, and consultant in the areas of girls education, youth development, arts education, social/emotional learning, and entrepreneurship. She works as a coach for Jenny Kassan Consulting and serves on the National Advisory Board of Teaching Artists Guild, the Board of Directors of the How Kids Learn Foundation, and the Alameda County Commission on the Status of Women.

Lynn and her wife and co-founder, Allison Kenny, live and work in Oakland, CA with their yappy dogs and squirrely Go Girl!, playing theater games at the dinner table and fighting to see who can be the bossiest.

Workshop Presenters

Melissa Tosetti – Savvy Money Habits 

Melissa Tosetti is the founder of The Savvy Life and author of the international bestseller Living The Savvy Life. Melissa has given over 400 Savvy Living presentations via webinar and in-person to audiences across the U.S. When she’s not teaching, she works one on one with individuals and families to help them plug their financial leaks and streamline their spending. Since 2012 she’s worked with over 525 clients to create Spending Plans. Melissa has been featured in U.S. News & World Report, Chicago Tribune, Miami Herald, Detroit News and more publications.

 

 

 

 

Marlis Jansen – The Money Conversation

Marlis Jansen founded The Money Conversation with a desire to help people increase their emotional awareness and agility with respect to their finances.

Growing up in a culture where money talk is often taboo and realizing that emotion controls the human decision making process, Marlis saw an opportunity to address a need that is rarely met in traditional financial planning.

Marlis’ background running a private philanthropic foundation and as a member of a multigenerational family gave her valuable insight into how people relate to money.  This spans the gamut from multigenerational family dynamics to portfolio management.

Marlis is skilled at guiding clients toward a clear understanding of their current financial identity and then offering them tools to update any aspect of that financial identity that they no longer wish to carry.

Veronica Dangerfield 

Consider Veronica Dangerfield that cousin that everybody loves but only sees once a year. You see, she believes that YOU are HER family.  Her mission in life is to preach compassion, to teach positive money behaviors and use laughter and surprise as a learning tool. Although, she has a very long career working in finance, Veronica is not your typical banker. Unless your banker, raps, dances, sings and tells jokes. Her degree in Communications from Sacramento State and her Certification as a Money Coach has her busy for Patelco Credit Union as a Financial Health Partner. She teaches at every single Junior College and University in the Bay Area and she loves students of all ages.  She has won a ton of awards but that is not whCat you will remember about her. You will be engaged by her innovative creative teaching style. You will be surprised at how she takes financial concepts and makes them easy to remember. But most of all, you will be encouraged, inspired and loved into using money as a tool to decrease stress and make your life happy. You will understand how the choices you make increase or decrease opportunities. Your cousin, Veronica, wants you to live in prosperity and financial peace and have the very best life.  Her mission in life is to SAVE your sacred light with knowledge that will illuminate your magnificent soul.

Rebecca Delmundo – Understanding Credit

Rebecca joined Golden 1 Credit Union in 2011 and was promoted to Financial Education Manager in 2017. She leads the development of Financial Education strategy, new content, and social campaigns to ensure the highest engagement from members, employees, and the communities they serve. She oversees delivery of the Financial Education material via multiple channels and formats including: online via golden1.com, social media, and mobile; in person via workshops and seminars; and via newsletter and promotional items.

Rebecca earned her Bachelor’s Degree in Business Administration from California State University, Sacramento. She has more than 18 years of experience in the credit union industry. Rebecca is a wife and a mother to three children; Anabella,15 years old, Logan,11 years old and Elena, nine years old. She enjoys spending time with her family, reading, working out and has a passion for helping others.  

 

Paola Ramos – Ask A Financial Advisor

Environmental advocacy might seem like an unconventional career path for a future financial advisor – but it was the perfect springboard for Paola
Ramos. The energy, passion and determination that helped her excel within the nonprofit sector are the same attributes that drive her to help her
clients with their most pressing financial needs and serve as an advocate for their goals.

“My background and experiences have taught me how to take complex topics — for example, groundwater contamination or investment management strategies – and translate them into tailored, succinct solutions” says Paola. “To do that successfully, you need to be well-versed in all of your clients needs and the things that keep them up at night.”

It’s a skill that has also helped Paola become a savvy problem-solver and a trusted resource for her clients and team members within the financial
services industry. She brings her unique perspective and valuable expertise to her role at Mercer Financial Advisors, where she constantly strives to make a difference in her clients personal – and financial — lives.

“I have always had a passion for helping people achieve their goals. As an advisor, can have a tangible impact on my clients lives and help them in a profound, direct way.”
– Paola Ramos

Gretchen Caldwell – Ask A Financial Advisor

As an Advisor at EP Wealth, Gretchen focuses on helping people navigate financial transitions in their life including retirement, career changes, divorce and the death of a partner or spouse. She has her series 65 license, a certificate in Financial Planning from Santa Clara University and has passed the Certified Financial Planner® exam. Prior to joining EP Wealth Advisors, Gretchen ran her own RIA, Pure Planning LLC, that provided financial planning services to Bay Area families. Gretchen received a BA in Economics from the University of Nebraska, where she was a 4 year starter on the women’s golf team. After college Gretchen spent 15 years in software sales and sales recruiting. She worked at several Bay Area start-ups including Ramp Networks, Interwoven and Savvius. Gretchen lives in Danville with her husband, Harrison, and son, Trey, and their two dogs.

 

Adrian Morris – Ask A Financial Advisor

Adrian Morris is an Associate Advisor at North Berkeley Investment Partners, a financial planning and investment management firm that specializes in socially responsible investments. Adrian is well versed in financial strategy and works with clients to create both financial and investment plans that empower them to fulfill their financial goals. She attended the University of California, Los Angeles (UCLA) and returned to the Bay Area to pursue a career in Law. After realizing that her true passion was finance, she began pursuing her CERTIFIED FINANCIAL PLANNERTM (CFP®) designation at UC Berkeley, as well as a Masters in Community Leadership and a Public Theology Certification at the American Baptist Seminary of the West. Adrian has spent much of her time in pursuit of social justice through motivational speaking, activism and volunteering. She has continued this pursuit by founding Corporate Crowns, LLC, a career‐consulting boutique that aims to empower women by teaching them how to obtain true success in their careers.

 

Helen Irungu– Investing & Retirement 

For over two decades Helen has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Helen has dedicated her career to delivering the personalized investment planning services her clients deserve.

Helen began her career as a Financial Advisor with Waddell & Reed in 1990 where she developed her fundamental investment knowledge. She joined Atlas Securities in 1994 and later Wachovia

Securities, a predecessor firm of Wells Fargo Advisors. Helen takes a team approach in providing personalized financial advice for individuals and families.

Helen’s passion for learning, exploring new places and people brought her to the San Francisco Bay Area where she attended California State University Hayward earning her bachelor’s degree in Business Administration with a concentration in Finance. After college, she settled in El Sobrante and 29 years later still loves all the Bay Area has to offer.

Helen spends her free time with her husband, Sam. They like to stay active both physically and mentally, whether it’s taking long sunset walks at the Marina or taking regular trips to Southern California to visit and take their daughter Monica to Disneyland. Helen especially enjoys the outdoors and loves gardening and taking trips to Napa valley on weekends.

Closing Speaker

Janet Miller Evans – Founder of Janet Miller Evans & Associates [JMEA]

Janet is following her passion to guide others on their professional and personal growth journeys.  Founder of Janet Miller Evans & Associates (JMEA), a coaching and consulting practice committed to the tenet that operating in a culture of trust is the foundation of success, happiness, and fulfillment in personal and professional growth.

Janet provides coaching, career enhancement, and training services to corporations, nonprofit organizations, and private clients. Her areas of expertise include, emotional intelligence, employee engagement, sales, negotiation, and leadership development. Clients have included Lee, Hecht, Harrison, AT&T, Merritt College, and individuals from diverse companies and backgrounds. Janet serves as Executive Director of Equilibrium Dynamics Evans Collaborative (EQEC). Equilibrium Dynamics is nonprofit dedicated to teaching adults and children how to build a life in which feelings empower – rather than ‘sabotage’ – relationships, activities and careers. She is a Certified EQ Assessor and is in the process of completing her Coach Certification with Six Seconds, a nonprofit organization, dedicated to supporting people to create positive change, and the International Coaches Federation.

Janet’s business experience was gained while making career transformations at Fortune 100 companies including FedEx, IBM, UPS, and Comcast. She earned Bachelor of Science in Marketing and Master of Public Administration degrees from the University of Tennessee, Knoxville.

A San Francisco Bay area resident, Janet’s community leadership experience includes serving on non-profit boards and as an inaugural member of the Alamo Municipal Advisory Council.  She is currently an Adjunct Professor in Professional Studies at National University, serves on the KQED Public Broadcasting Service Community Action Panel Board, Women’s Advisory Commission for District 16, and is a member of the San Francisco Chapter of The Links, Incorporated. Janet is married and has two daughters residing in New York City.

Registration Rates

Scholarship for Ages 18-30: $30 
Discounted for Ages 31-40: $60
Discounted Registration for Ages 41+: $75
(Full registration value: $145) 
Purchase Tickets Here!

Sponsors and Contributors (2018)