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Wed, Apr 24



Women In Finance Forum

Join us for a free collaboration event with CFA Society Portland, Portland Women in Investment Management, Women in ETFs, and We Inspire Promote Network.

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Women In Finance Forum
Women In Finance Forum

Time & Location

Apr 24, 2024, 4:30 PM – 6:30 PM PDT

Portland, 404 SE 6th Ave, Portland, OR 97214, USA

About the event

Join us for an exclusive opportunity to connect with influential women in Portland's financial industry at the Women in Finance Forum. This collaborative event, brought to you by CFA Society Portland, Portland Women in Investment Management, Women in ETFs, Women in Financial Services, and We Inspire Promote Network, aims to empower and inspire women to excel in finance.

The Women in Finance Forum aims to achieve three primary goals: firstly, to expand membership by attracting new members to each participating organization, thereby fostering a stronger community of women in finance. Secondly, the forum endeavors to drive a meaningful shift in industry metrics by actively encouraging more women to assume positions of responsibility within the financial services sector, thereby promoting positive change in gender dynamics. Lastly, through collaborative efforts among the hosting organizations, the forum seeks to provide unique value to its members by pooling resources and expertise, thereby fostering growth and advancement opportunities for women in the finance industry.

We're thrilled to have Jane Warner, Senior Wealth Planning Strategist at BMO Private Bank, as our keynote speaker. Jane brings over 27 years of financial services expertise to the Women in Finance Forum. Specializing in customized financial planning solutions for high-net-worth individuals and families, Jane's strategies aim to maximize income and estate tax efficiency. With a background in Psychology, Education, and Law, she has held prominent roles at institutions like Mass Mutual, Guardian Life, and Wells Fargo. Jane's insights into business succession, real estate wealth transfer, and insurance strategies make her a valuable resource for attendees.

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