JPMorgan Chase Presents: 2024 Empow[HER] Financial Summit
Join us for a day of excitement, innovation, and exclusive insights as we bring together top-notch industry leaders and financial maestros.
Tuesday, September 24th, 2024 | San Francisco, CA
JPMorgan Chase Building & Virtual
INFORMATION
ABOUT EMPOW[HER] 2024
Get ready to unlock the secrets to financial success at our Empow[HER] Financial Summit – the event that defines the pinnacle of finance expertise! Join us for a day of excitement, innovation, and exclusive insights as we bring together top-notch industry leaders and financial maestros.This is not just an event; it's a journey into the heart of finance, where strategies come to life and connections thrive. Immerse yourself in thought-provoking discussions, cutting-edge presentations, and a networking experience like no other.Whether you're a seasoned pro or a finance enthusiast, this summit is designed to elevate your understanding and supercharge your financial journey. Space is limited, so reserve your spot now for the most engaging and impactful Empow[HER] Financial Summit yet – where the future of finance awaits!
DATE AND LOCATION
JPMorgan Chase Presents: 2024 Empow[HER] Financial Summit is a full one-day event on September 24th, on the 23rd floor of the JPMorgan Chase Building in downtown San Francisco. If you are unable to attend in person, paid virtual access will also be available.
ADDRESS
JPMorgan Chase Building
560 Mission St, San Francisco, CA, 94105
ACCOMMODATIONS, TRANSPORTATION, & PARKING
Full-day paid parking is available at the venue (560 Mission St) for $28.
Additional paid parking is available at the 55 Second St lot, 85 Second St lot, and the Hearst Parking Center.We actively encourage participants to use rideshares or ride public transportation such as BART, SFMTA, or Golden Gate Transit in order to help mitigate congestion.Register for our hotel block at The Westin St. Francis here.
AGENDA
AGENDA
The Empow[HER] 2024 agenda is subject to revisions leading up to the event.
| EVENTS | TIME |
|---|---|
| Registration, Networking, & Breakfast | 9:00 - 10:00am |
| Opening Remarks Janice R. Greene, PhD and Debbie Gersten | 10:00 - 10:15am |
| EMPOW[HER] 2024 KEYNOTE Presented by Leila Bengali - Regional Policy Economist at the Federal Reserve Bank of San Francisco | 10:15 - 11:00am |
| Women and Wealth Management Presented by Sandra James Learn a woman entrepreneur's rags to riches story and how to create multiple revenue streams with wise investments. | 11:00 - 11:35am |
| Break | 11:35 - 11:45am |
| Morning Workshops 1. Financing Options for Entrepreneurs Presented by Alexandra Orzeck and Luisa Sotelo Explore various financing solutions available through CDFIs, SBA Loans/Microloans, and learn about the importance of banking relationships and how to choose the right bank. 2. Business Valuation Essentials Presented by Ashwini Vasudeva and Sandhya Mukkamala Learn and understand key principles and techniques of business valuation and its importance in financial planning and decision-making. 3. How to Do Business with the Government Presented by Liz Brazil This workshop will give you a run-down of what you need to know and how you can prepare for success in the government marketplace. From "am I ready?" to submitting your first proposal, this training will set you on the path towards winning contracts with local, state, and federal agencies. | 11:45am - 12:30pm |
| Networking Lunch | 12:30 - 1:15pm |
| Afternoon Workshops 1. Financing Options for Entrepreneurs Presented by Alexandra Orzeck and Luisa Sotelo Explore various financing solutions available through CDFIs, SBA Loans/Microloans, and learn about the importance of banking relationships and how to choose the right bank. 2. Business Valuation Essentials Presented by Ashwini Vasudeva and Sandhya Mukkamala Learn and understand key principles and techniques of business valuation and its importance in financial planning and decision-making. 3. How to Do Business with the Government Presented by Liz Brazil This workshop will give you a run-down of what you need to know and how you can prepare for success in the government marketplace. From "am I ready?" to submitting your first proposal, this training will set you on the path towards winning contracts with local, state, and federal agencies. | 1:15 - 2:05pm |
| Break | 2:05 - 2:15pm |
| Fireside Chat: A Woman Investor Making a Difference Presented by Maureen Gilbert Hear from a successful female investor about Sybilla Masters Fund, a venture capital firm that invests in companies with at least 51% female ownership. Discover their innovative model and how it sets them apart from traditional investors. | 2:15 - 2:55pm |
| Economic Outlook: Implications of the 2024 Presidential Election Presented by Eric Dawson | 2:55 - 3:40pm |
| Closing Remarks Janice R. Greene, PhD and Laura Higgins | 3:40 - 4:00pm |
| Matchmaking - Corporate Buyers and Potential Suppliers | 4:00 - 5:00pm |
| Networking Reception | 5:00 - 6:00pm |
The Empow[HER] 2024 agenda is subject to revisions leading up to the event.
SPEAKERS
KEYNOTE: LEILA BENGALI
REGIONAL POLICY ECONOMIST - FEDERAL RESERVE BANK OF SAN FRANCISCO
Leila Bengali is a Regional Policy Economist in Macro Analysis and Economic Geography at the Federal Reserve Bank of San Francisco. She has a PhD in Economics from Yale University with concentrations in public finance and behavioral economics.Leila’s research centers around applied microeconomics, and she has published on topics in labor economics, housing markets, and behavioral economics.
JANICE R. GREENE, PHD
PRESIDENT AND CEO - WBEC PACIFIC
I am an experienced leader with demonstrated ability to successfully design, integrate and align economic development and strategic work placement into enterprise strategic business objectives.
DEBBIE GERSTEN
Executive Director, Emerging Middle Market Commercial Banking -
jpMORGAN CHASE
I am a Commercial Banker with 25+ years of experience at J.P. Morgan and other large, global financial services organizations. In my current role, I am focused on middle market growth companies across all sectors in the San Francisco Bay Area and am dedicated to providing my clients with financial expertise and unparalleled firm wide capabilities.
SANDRA JAMES
CEO - Private Eyes Background Checks
I have over three decades of experience in the background screening and mortgage services industry. I founded Private Eyes Background Checks to make a safe workplace possible through exceptionally accurate, high-quality background checks.
ALEXANDRA ORZECK, MBA
Regional Finance Advisor - NorCal SBDC Finance Center
Experienced COO/CFO with a demonstrated history of organizational management and strategic business expansion initiatives within the commercial real estate sector. Proven ability to scale high-performance teams and drive strategies with high impact.
LUISA SOTELO
Director of Finance - Pacific Community Ventures (PCV)
I am a highly accomplished finance, auditing, reporting, and accounting professional with 11+ years of experience in the nonprofit and for-profit sectors. I have demonstrated commitment to achieving organizational goals in compliance with local and federal regulations, organizational policies and procedures, and funding terms and conditions.
ASHWINI VASUDEVA
2024 WBE Star
Partner & Co-Founder - ASTUTE
A visionary with focus on people and processes, Ashwini has helped set up Astute as a cutting-edge automated solutions and business consulting services provider. Astute has helped start-ups to pre-IPO to well-established companies as well as non-profit organizations maintain compliance, increase operational efficiencies and profitability.
SANDHYA MUKKAMALA, CPA
Partner & Co-Founder - ASTUTE
A technical guru and an acumen auditor, Sandhya co-founded Astute as a Certified Accounting and Business Advisory services provider. Astute has helped start-ups to pre-IPO to well-established companies as well as non-profit organizations maintain compliance, recover lost revenues and increase profitability.
LIZ BRAZIL
Procurement Specialist - Norcal APEX Accelerator
Liz Brazil has extensive experience with small and disadvantaged business enterprise programs working over 35 years for various Bay Area transportation agencies such as Bay Area Rapid Transit District (BART), Alameda County Transportation Commission (ACTC), and Santa Clara Valley Transportation Authority (VTA). She is familiar with local, State, and Federal procurement processes. Her passion is helping small businesses be successful and win government contracts.
MAUREEN GILBERT
Venture Partner - Sybilla masters fund
Over twenty years experience in SME M&A and turn around strategy. Manufacturing systems consultant for Marcam Inc. and Price Waterhouse in Singapore, Hong Kong, Japan and Chicago with expertise in CPG. International Banker for ABN AMRO bank in the Netherlands focused on Risk Management. MBA from INSEAD in Fontainebleau, France and BA in Developmental Economics and Asian Studies from Georgetown University.
ERIC DAWSON
Vice President, Banker - JPMorgan Chase
As a Vice President and Banker at J.P. Morgan Private Bank, I collaborate closely with accomplished professionals, entrepreneurs, business owners and families, offering a highly personalized and tailored approach that adds value across the entirety of their financial lives.
LAURA HIGGINS
Head of Diverse Businesses, Pacific - JPMorgan Chase
An experienced leader with demonstrated track record leading strategic programs in financial services, technology, procurement, supplier relationship management, and supplier diversity. As the Head of Diverse Businesses - Pacific for JPMorgan Chase, I lead bankers across the west coast to mobilize our resources and capital to provide all business owners, including those who have been historically underserved, with the tools they need to start, grow, and scale their businesses.
The Empow[HER] 2024 speakers list will be updated with additions leading up to the event.
SPONSORS
Interested in sponsoring JP Morgan Chase Presents: 2024 Empow[HER] Financial Summit? View our sponsorship packages tiers and fill out our inquiry form below!
WBEC Pacific thanks our event sponsors which help make Empow[HER] 2024 possible.
TITLE SPONSOR
PREMIER MEDIA SPONSOR
EVENT SPONSORS
OUR 2024 ANNUAL SPONSORS CONTINUE TO HELP MAKE OUR MISSION A SUCCESS. THANK YOU!
RESOURCES
Use the link to the Dropbox folder here to download slides from presentations at Empow[HER] 2024.