Women & Finances: Taking Control of Your Financial Future
Join Women in Development - New Jersey and experts Elizabeth Wagner and Ellen Jordan from Bryn Mawr Trust for an interactive discussion about taking charge of your own financial life.
In this dynamic session, we will delve into the financial challenges and opportunities that women encounter, exploring topics such as retirement, savings, budgeting, investing, and planning for critical life milestones.
Our roundtable leaders, Elizabeth and Ellen , will foster dialogue, share insights, and provide resources to help women take control of their financial present and future. You will emerge with more knowledge and confidence in discussing your financial life. Attendees will also have the opportunity to attend a brief follow-up session to answer any specific questions.
Bios
Elizabeth Baran Wagner is Senior Vice President and Director of Institutional Wealth Management for Bryn Mawr Trust, where she leads the endowment, foundation and charitable practice and sits on the firm's Investment Policy Committee. She has over two decades of experience advising nonprofit organizations along their paths to long-term sustainability, and building charitable solutions for high net worth individuals and families. The firm's institutional clients count on her advice on issues regarding endowment investments in particular, and she works closely with growing organizations to ensure their investment policies support their strategic goals.
Ellen Jordan manages a Women’s Wealth Practice at Bryn Mawr Trust and provides proactive wealth planning services. Most of Ellen’s clients are accomplished women who are passionate about what they do and successful in their careers and life. They are often balancing the pressures and demands of their jobs and personal life, leaving little time for managing their money. They are smart women, and while they may lack the knowledge and confidence to make necessary and important financial decisions, they want more than investment advice. They want to learn and understand what they are doing, so they can feel a greater sense of control over their future.
Ellen’s experience in wealth management and financial planning spans more than 30 years. Before joining Bryn Mawr Trust in 2007, she was a Staff Manager in the Asset Management Services Division of The Vanguard Group in Malvern, Pa.
Roundtables
2023 Philanthropic Landscape
Join CCS Fundraising and Women in Development New Jersey for an engaging and interactive roundtable surrounding the 12th annual release of CCS Fundraising’s Philanthropic Landscape.
Caroline Chick, Partner & Managing Director, will guide us through an insightful discussion that will explore pivotal topics influencing our national and local philanthropic landscape. Attendees will learn about potential economic opportunities, cultivating sustainable donor engagement, utilizing AI to engage and retain donors, and fundraising through the lens of DEI.
Your input is invaluable in this conversation. Please join us by signing up today!
Bio
Caroline Chick is a Partner and Managing Director with CCS where she holds a seat on their Board of Directors. As a champion of innovative thinking, Caroline also co chairs the CCS Innovation, Strategy & New Business Committee. Caroline joined CCS in 2005 where she has consistently brought unconventional fundraising strategies to organizations with financial goals ranging from $10 million to $3 billion. Caroline is respected by her clients as a strategic thought partner, leveraging her close partnerships and trusting relationships to help cultivate novel ideas within fundraising.
Click here to read Caroline's full bio!
How to Be An Effective Advocate: Tools to Advance Your Mission
Women in Development New Jersey welcomes Karla Pollack, Libby Vinson, and Ann Zawartkay of Associate Business Solutions (ABS) to lead November's roundtable discussion, How to Be an Effective Advocate: Tools to Advance Your Mission.
In this engaging session, we'll explore the fundamental concepts of advocacy and why it holds such importance. Delve into the nuanced distinction between advocacy and lobbying, where the lines often blur, especially in grassroots efforts. Gain valuable insights into IRS regulations affecting nonprofit organizations engaged in lobbying activities. Discover practical, mission-advancing tools that empower you to be an effective advocate while staying within legal boundaries, ensuring your cause's success.
Don't miss this opportunity to sharpen your advocacy skills and drive positive change!
Karla Pollack, Principal brings solid marketing experience and creative approaches to association management, public relations, government affairs, and digital engagement. She advances the interests and elevates the visibility of each client organization or coalition. Whether working with Board Members, Executive Directors or Association Members, Karla’s expertise in problem solving brings the needed effectiveness to meet client goals.
Elizabeth (Libby) Vinson, Senior Vice President has over 20 years of experience coordinating government affairs, public relations and communication strategy campaigns the local, state and national level. Libby spearheads the firm’s advocacy efforts, creating and executing impactful messaging and strategic outreach to advance clients’ policy goals and positioning.
Ann C. Zawartkay, CPA, CGMA, Chief Financial Officer joined ABS in 2017 as CFO. She recognizes the critical need for quality accounting and compliance services tailored specifically to the needs of the nonprofit community. She specializes in accounting services for nonprofit organizations, including preparation of federal and state registrations and renewals, bookkeeping and financial reporting, and outsourced chief financial officer services.
Click here to read their full bios!
Sign up for Emails
