Financial Services

20:1 Discussion with Representative Nydia Velazquez (NY-7)
Hosted by the Financial Services Task Force
July 25, 2017

The Financial Services Task Force of Women in Government Relations hosted Congresswoman Nydia Velazquez (D-NY) for a 20:1 event. The Congresswoman serves as the ranking member of the House Small Business Committee and is a senior member of the Financial Services Committee. Congresswoman Velazquez spoke on her goals for helping small businesses thrive, she is holding a series of small business roundtables to better understand the economic impact of policies such as immigration, access to capital, and non-traditional or “micro lending” on the small business community. She is also working to understand and address the issues faced by millennials in her district and how business development and start-ups for young people can help. From a financial services perspective, Congresswoman Velazquez spoke on the need for the committee to work together in a bipartisan manner to accomplish goals. The committee is still working through flood insurance, and may take up housing reform in the future. Her desire for the Financial Services Committee is for there to be collaboration to come up with practical solutions.

The task force would like to thank both of our sponsors, Control Point Group and Centurion Group, for helping to facilitate this great conversation. This intimate discussion with Representative Velazquez was the second in a series of events produced by the FSTF, giving WGR members and other interested professionals the opportunity to have an off the record conversation with the men and women serving in the 115th Congress. We are planning our third 20:1 event for this Fall.

Financial Services Quarterly Networking Reception
Hosted by the Financial Services Task Force
July 18, 2017

On July 18, an intimate group of WGR Financial Services Task Force members and perspective members gathered at Fig & Olive for an informal networking reception. Topics ranged from career progression and funny work stories, to professional development tips for a summer intern in attendance. The reception provided a smaller setting for connecting and building relationships with other professionals in the financial services industry. The Financial Services Task Force plans to host another quarterly networking reception in late Fall.   

20:1 Discussion with Representative Carolyn Maloney (NY-12)
Hosted by the Financial Services Task Force
June 29, 2017

The Financial Services Task Force of Women in Government Relations hosted Congresswoman Carolyn B. Maloney (D-NY) in a 20:1 event. The Congresswoman discussed issues ranging from Dodd-Frank, GSE, and healthcare reform to the possibility of a National Women's Museum in the Smithsonian Institute system on the National Mall in Washington, D.C. Congresswoman Maloney also touched on key women’s issues such as the gender wage gap and the need for passage of the Equal Rights Amendment.

The task force is grateful for the support of our host, Cartney McCracken with Control Point Group, for entertaining us in their beautiful office, and to sponsors Unfold and Centurion Group for allowing this vibrant conversation to take place.

This off-the-record discussion with Representative Maloney was the first in a series of events produced by the FSTF, giving WGR members and other interested professionals the opportunity to have intimate conversation with the men and women serving in the 115th Congress. We look forward to our next event with Congresswoman Nydia Velazquez (D-NY) on July 18! 


Financial Services 101: Dodd-Frank for Dummies
Hosted by the Financial Services and State Relations Task Forces
June 16, 2017

With the recent passage of The Choice Act in the House, last week was perfect timing for the FSTF to host the second in a series of panel discussions on all things Financial Services.  This one focused on “Dodd-Frank” so we could gain a better understanding of the reasoning behind the original 2008 legislation, what led us to the wide sweeping financial changes, and what’s likely to happen to the legislation in the comings weeks and months.  With a moderator and three expert panelists who lived through the creation of this historical legislation, all who attended were granted an insider’s view into one of the most important pieces of financial services legislation of our time.
 
These topics lend themselves to longer discussions and debate, but are so worthwhile in understanding what affects our economy.  The FSTF is pleased that so many WGR members attend our panels and are supportive of this educational series.  We’ll be back soon as the series continues with a look at another important financial topic, can’t wait to see you there!
 
Special thanks to our event sponsors Centurion Group and the Financial Services Roundtable.

Financial Services State Round Up - What happened in the states in 2015?
Hosted by the Financial Services and State Relations Task Forces
October 13, 2015

On Tuesday, October 13, the Financial Services and State Relations Task Forces held a joint breakfast event for approximately 20 attendees. Participants heard from a panel of experts on important privacy issues in the states, which included Toni Bellissimo, Executive Director of the Card Coalition and former WGR Board Member; Kelly Whitley, SVP, State Government Relations, Mid-Atlantic Region, Bank of America; and Kim Ford, Vice President of Global Government & Public Affairs, First Data. The panel was moderated by Rich Ehisen, the Managing Editor of the State Net Capitol Journal. The panelists discussed trends in privacy and data breach notification in the states, including a history of breach laws, what legislators are focusing on now, and trends from the 2015 session including changes to definitions of personal identifiable information. Also, discussed was the outlook on federal data breach legislation. A special thank you to our host LexisNexis State Net and the breakfast sponsor, First Data!

A Conversation on Tax Reform with Congresswoman Linda Sánchez
Hosted by the Financial Services Task Force
September 10, 2015

On Thursday, September 10th, The WGR Financial Services Task Force held a roundtable discussion with Congresswoman Linda Sanchez (D-CA). Congresswoman Sanchez serves as the ranking Member on the House Ethics Committee and she serves as a Member on the powerful and prestigious House Committee on Ways and Means. The Congresswoman spent time with an intimate group of WGR Members as she provided an update on the latest developments in tax reform. The Congresswoman also shared her tips for success as a women in government relations. . 


Personal Finance: Women & Wealth – The Confidence to Pursue Your Goals
Hosted by the Financial Services and Personal & Professional Development Task Forces
June 18
, 2014
Over 15 WGR members joined Andrea Nordell, VP of Wealth Management at UBS for an interactive discussion on women, wealth and the confidence to pursue our goals. With working women bringing home more pay and living longer, it’s essential that we get involved in our financial lives. From learning to understand our financial picture, identifying our money attitudes, setting clear goals for our future and gaining the confidence to live the life we imagined, we put it all on the table in this introductory personal finance session.