Women Investment Professionals

Events

We have a number of phenomenal events held throughout the year.

Sep
27
Tue
2022
End of Summer Networking Event – 9/27/2022 @ Driehaus Courtyard
Sep 27 @ 5:00 PM – 7:00 PM
You’re invited to an in-person evening of food, drinks, and networking with old and new friends.
Guests welcome! WIP membership not required to attend – all are welcome.

Limited capacity – Register Now!

Join Women Investment Professionals today to take advantage of member pricing.  Membership information can be found here.

Sep
28
Wed
2022
Professional Development Series – Accelerating Your Career: Your Community, Your Impact, Your Brand
Sep 28 @ 11:30 AM – 1:00 PM

WIP Professional Development Program 2022:  Taking a Stand

After an inspiring year of programming in 2021, the Professional Development Committee is excited to continue the momentum with another powerful series for 2022: Taking a Stand. This insightful three-part series will focus on harnessing your passion, elevating your voice in conversations, boldly pushing boundaries where it matters, and driving impact across the board (not just in the board room!). Each event in this series will offer you the opportunity to broaden perspectives, build confidence and gain valuable tools to further your success:

Part III — Accelerating Your Career: Your Community, Your Impact, Your Brand 

Giving of yourself and helping others is a major key to elevating your personal brand, accelerating your career, and of course, making a positive impact on your community. Whether your finding your passion through volunteering, or joining a board, generosity with your skills and time will catapult your success. Why?

  • Leadership – true leaders are willing to teach, help others advance, showcase their skills, and learn from others
  • Network – helping others activates your network and leads to opportunities. You send a message about what it means to be connected to you, and your network is more likely to reciprocate
  • Growth – all your interactions have the potential to deliver personal and professional growth. Giving back proves you are a team player and are passionate about making a difference beyond yourself

Moderator:

Shauna Hewitt Conza
Senior Investment Director
LGIM America

Shauna Hewitt Conza is a Senior Investment Director at LGIM America. In her role, she focuses on Consultant Relations and Institutional Sales efforts in the Midwest Region. She covers Corporate DB and DC clients, Public Plans, Taft Hartley as well as Endowments and Foundations.

She has over 25 years of investment industry experience. Prior to joining LGIM America in 2018, she served as Managing Director at Pavilion Global Markets. Shauna founded Lambright Financial Solutions which was later acquired by Knight Capital Americas. She has also held senior roles at Loop, BNY Brokerage and CRA RogersCasey after beginning her career with Donaldson, Lufkin & Jenrette.

Shauna serves on various committees of community outreach services in Chicago in addition to being a former board member of Women Investment Professionals, Chair of Community Outreach, and current WIP Professional Development committee member and member of National Association of Securities Professionals. She is the past Chair of LGIMA’s Women’s Collective and currently serves on LGIMA’s DEI SteerCo.

 

Panelists:

Raheela Anwar
President and Chief Executive Officer
Group 360 Consulting

Raheela brings more than 25 years of experience in executive outplacement and financial services to Group 360, with expertise in M&A, executive compensation, corporate delayering, and building and leading diverse teams. She is a leader in guiding professionals and organizations through career transition, connecting them with networks and resources to help them find their next opportunity. Prior to launching Group 360, Raheela served in executive roles for BPI group and a national boutique executive outplacement firm, where she managed client relationships, developed growth strategies, and advised clients on opportunities to implement leadership coaching, succession planning, and talent development. Before that, she worked in the financial services industry as an independent consultant advising multi-asset class firms, served as a Managing Director at The Zeigler Companies, and held several roles at The Northern Trust Corporation. Across her career, Raheela has built a professional reputation on client-centric focus, the highest level of responsiveness, and developing lasting relationships—values which are the very core of Group 360’s approach. Raheela holds a Master’s of Business Administration from the University of Chicago, a Bachelor of Arts in molecular biology and French literature from Northwestern University, and an investment certificate from the University of Pennsylvania Wharton School of Business. Raheela is married with three children and active in her community, having served as Board Chair for several organizations and philanthropies across Chicagoland

Stacie B. Kuhlman
Regional President
BNY Mellon Wealth Management

Stacie Kuhlman is the Midwest Regional President for Bank of New York Mellon Wealth Management. In this role, Stacie leads an experienced team of advisors that are experts in their respective field of wealth management.

For the past 25 years, Stacie has been advising significant families, business owners, nonprofits, and endowments. Prior to joining the firm, Stacie served as a Managing Director at J.P. Morgan’s Private Bank. In this role, Stacie also ran J.P. Morgan’s Central Region tech entrepreneur practice and served as Team Lead for Associates. Prior to joining J.P. Morgan’s Private Bank, Stacie was a Senior Vice President and Division Manager for J.P. Morgan Chase Middle Market Commercial Bank.

In 2014, Stacie was recognized by The Financial Times as one of the Top 100 Women Financial Advisors. Additionally, she has been recognized as one of the top Five Star Wealth Managers by Chicago Magazine.

Jody LaVoie
Founder and Coach
Widows in the Workplace

Jody has spent her career “Taking A Stand” in her professional. volunteer and personal life. Today, through her coaching practice, Jody helps women in the workplace who are widowed re-imagine their purpose, passion, and power all while continuing to excel professionally, personally and at home.

Jody was the former Chairman of ArrowStream, a third-party logistics and SaaS provider which was ultimately sold to a private equity firm.  Additionally, she was the CEO of the nonprofit Female Strong and has held leadership roles at an association management company and numerous direct sales roles at AT&T.

She sits on two nonprofit boards: The Shelia A Doyle Foundation and The University of Chicago Women’s Board and is the mother of 3 incredible daughters.

 

Dorri C. McWhorter
President and Chief Executive Officer
YMCA of Metropolitan Chicago

Dorri McWhorter became President and CEO of YMCA of Metropolitan Chicago in August 2021. Prior to joining the YMCA, Dorri served for 8 years as the CEO of YWCA Metropolitan Chicago transforming the organization from a traditional social service organization to 21st Century social enterprise. Increasing impact and organizational sustainability, YWCA Metropolitan Chicago’s operating budget grew from $10.5 million in 2013 to a $38 million operating budget for FY 2022. The organization has been an active contributor to many critical initiatives across the region, and under Dorri’s leadership, YWCA Metropolitan Chicago expanded its service footprint to 10 new locations, completed seven mergers and acquisitions, implemented paid family leave and developed a retirement plan to include retirement options for thousands of childcare providers and small business owners. Dorri led the effort to develop an exchange traded fund (ETF) for women’s empowerment (NYSE: WOMN) in partnership with Impact Shares, which is the first non-profit investment advisor to develop an ETF product. Dorri is a 2019 Inductee in the Chicago Innovation Hall of Fame.

Dorri prides herself on being a socially-conscious business leader and is committed to creating an inclusive marketplace by leveraging a cross-sector approach of engaging business, civic and community partners. Dorri has a breadth of professional experience across a variety of businesses and industries. She was a partner at Crowe Horwath, LLP, one of the largest accounting firms in the U.S.. She also held senior positions with Snap-on Incorporated and Booz Allen Hamilton. Dorri serves on the Board of Directors for Green Thumb Industries, Lifeway Foods, William Blair Funds and Skyway Concession Company (Chicago Skyway). Dorri is also active in the accounting profession and serves on the Financial Accounting Standards Advisory Council and having served as a member of the Board of Directors of the American Institute of Certified Public Accountants (AICPA) and a past Chairperson of the Board of Directors for the Illinois CPA Society. Dorri serves as Co-Chair of the Advisory Board of the First Women’s Bank (in development).

Dorri’s civic and philanthropic leadership includes the board of directors for Common Impact, 1871 (Technology Business Accelerator), Chicago Council on Global Affairs, Civic Consulting Alliance, Civic Federation, Chicago Center for Arts and Technology, and Forefront. Dorri received a bachelor of business administration degree from the University of Wisconsin-Madison, a master of business administration degree from Northwestern University’s Kellogg School of Management, and an honorary Doctor of Humane Letters from Lake Forest College.

About the YMCA of Metropolitan Chicago

The YMCA of Metro Chicago is an association of 14 Y centers, five overnight camps, and dozens of extension sites located in the city and across the suburbs. We serve more than 200,000 members annually and help children, families, and communities learn, grow, and thrive through programs that promote academic readiness, character development, violence prevention, and fitness and healthy living. Our impact is felt every day when an individual makes a healthy choice, when a mentor inspires a child, and when a community comes together for the common good. Learn about how the Y is working for a better us at ymcachicago.org and to support our work as a nonprofit organization, visit ymcachicago.org/donate.

Oct
13
Thu
2022
SAVE THE DATE: Trailblazer Dinner @ Chicago Cultural Center
Oct 13 @ 5:00 PM – 8:00 PM

The Trailblazer Dinner is a high point of WIP’s annual calendar of events. Each year we focus on women who inspire us in achieving personal and professional excellence.

Join Women Investment Professionals today to take advantage of member pricing.  Membership information can be found here.

Dec
8
Thu
2022
SAVE THE DATE: Holiday Party @ TBD
Dec 8 @ 5:30 PM – 7:30 PM
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