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Unleash Your Financial Savvy
Presented by the She Runs It Multicultural Committee
Money can’t buy love, as the song goes, but it often equates to power and freedom. This is why women are increasingly exercising new muscle to manage their finances. She Runs It will kick off the new year with three consecutive days of conversations designed to sharpen money acumen. The goal is to empower women– in fact people of all genders – to seize control of their financial future. Each day will start with a discussion on a specific topic (think financial planning and building generational wealth), then participants will break out into smaller groups to dive deeper into specific financial levers (like debt consolidation and savings strategies). Attendees will walk away from this three-day workshop feeling more confident and equipped to tackle their money challenges and achieve financial confidence.
Day 1:
12:00-12:30pm Keynote
Carol Watson, Chief Inclusion Officer, Burson Cohn & Wolfe
12:30-1:00pm Financial Planning 101
Mari Delgado, Private Wealth Financial Advisor, Ellevest
Financial Planning 101 will cover the broad strokes of mapping your financial goals. From setting a savings goal to debt management, budgeting, salary negotiations and wealth building strategies, attendees will get the basics in this 30 minute conversation.
1:00-1:30pm Breakout Rooms *choose one room when registering
Financial Fitness
Mari Delgado, Private Wealth Financial Advisor, Ellevest
What is your financial fitness level? Attendees in this session will complete a pre-work worksheet to assess their financial category, and the breakout room speakers will share tips and strategies relevant to each level on how to achieve and maintain financial goals.
Budgeting/Debt Management
Ileana Musa, Managing Director, Head of International Banking & Lending, Morgan Stanley
Budgeting and managing debt are critical to achieving financial fitness. In this session, the speaker will provide tactics to lower your debt, e.g. which types of debt to pay off first, how to pay lower interest fees, etc. The session will also include a discussion on how to create a manageable budget that works for your lifestyle and savings goals.
Salary Negotiation
Sarah Squiers, EVP of Business Development, Univision
We all know that negotiating a competitive salary is key to financial wellness and freedom. In this session attendees will learn how to negotiate the most competitive salary and explore long term plans for maximizing top earning years and securing generational wealth.
*One ticket purchase gives access to all three days*
Members $50 | Young Executive Members $25 | Non-Members $75
Members- to unlock your member pricing promotional code, please sign in to your She Runs It account.
You will receive the link to the Zoom meeting no later than 1.5 hours prior to the event beginning.