SPONSORS
2009 Forté financial Services FAST Track CONFERENCE
Thank you to the following sponsors
for their generous support!
A Game Plan for
Career Success
Thursday, June 25 - Friday, June 26, 2009
Thank you to all Forté School Sponsors for their support in communicating this event to their MBA students:
Agenda
Babson Graduate School of Business
Olin Business School at Washington University in St. Louis
Carlson School of Management at the University of Minnesota
Queen’s School of Business
Chicago Booth
Ross School of Business at Michigan
THURsday
FRIday
Columbia Business School
SDA Bocconi School of Management
Cox School of Business at Southern Methodist University
Simmons School of Management
8:00 - 8:30 am Registration at Goldman, Sachs & Co.
8:30 - 8:50 am Breakfast & Networking at Kimmel Center
Darden Graduate School of Business Administration at Virginia
Stern School of Business at NYU
The Fuqua School of Business at Duke
Tepper School of Business at Carnegie Mellon
8:30 - 8:50 am Breakfast & Welcome
Georgetown University’s McDonough School of Business
Tuck School of Business at Dartmouth
8:50 - 9:45 am Panel
Tune-up for the Summer Internship Process
Goizueta Business School at Emory
UC Berkeley Haas School of Business
Harvard Business School
UCLA Anderson School of Management
HEC-Paris
College of Business, University of Illinois at Urbana-Champaign
INSEAD
UNC Kenan-Flagler Business School
The Johnson School of Management at Cornell
University of Rochester, Simon Graduate School of Business
Kelley School of Business at Indiana
University of Wisconsin-Madison, Wisconsin School of Business
The Kellogg School of Management at Northwestern
USC Marshall School of Business
London Business School
Wake Forest (Babcock)
McCombs School of Business at Texas
The Wharton School at the University of Pennsylvania
Mills College, Lorry I. Lokey Graduate School of Business
Yale School of Management
MIT Sloan School of Management
Forté Foundation is a consortium of major corporations, top business schools,
and influential non-profit organizations that has become a powerful change
agent directing talented women towards leadership roles in business.
Through a combination of programming, scholarships, and network
development, Forté Foundation reaches a broad spectrum of women from
college, business school and beyond to ignite and sustain their participation
in the global economy as corporate and entrepreneurial achievers.
To learn more, visit www.fortefoundation.org.
8:50 - 10:00 am
Power Up Your Leadership Style
10:15 - 11:00 am Opening Keynote
Life in Financial Services
11:00 am - 11:50 am Industry Introduction Panel
A Grandstand View of the Financial Services Arena
12:00 - 1:15 pm Progressive Lunch
A Quick Lap Around the Track: Typical Day on the Job
9:45 - 11:00 am Workshop
Laying the Track for Your Successful Career
11:00 am Closing Remarks
Move to MBA Women’s Conference
Thursday Location:
Breakout Sessions
1:15 - 3:30 pm Financial Services Firm Showcase
• Investment Management Panel
• Sales & Trading Panel
• Investment Banking Panel
Goldman, Sachs & Co.
180 Maiden Lane
30th Floor
New York, New York 10038
3:45 - 4:45 pm Workshop
Negotiations Coaching
NYU Kimmel Center
60 Washington Square South
Room 914
New York, New York 10012
4:45 - 6:00 pm Simulation
Test Drive a Career!
6:00 pm Closing Remarks
Friday Location:
2009 forté Financial Services FAST Track
Get on the fast track and gain valuable insight into this high-performance profession. During
this conference, explore the careers available in financial services, network with experienced
professionals, and strategize your path to success!
THURsday
• 8:00 - 8:30 am
Registration at Goldman, Sachs & Co.
• 8:30 - 8:50 am
Breakfast & Welcome
PRESENTER: Elissa Ellis Sangster, Executive Director,
Forté Foundation
• 8:50 - 10:00 am
Power Up Your Leadership Style
Understanding the strengths and potential blind spots of
your “signature” style is a powerful catalyst for leading
and communicating with others more effectively. In this
highly interactive seminar with Shoya Zichy, you will take
a self-scoring assessment and learn to: brand yourself
and define your competitive advantages; recognize how
you are perceived by others when at your best and under
stress; influence others with more impact; understand
your approach to money and salary negotiation and
improve all your relationships.
PRESENTER: Shoya Zichy, Author of “Women and The
Leadership Q” and “Career Match”
• 10:15 - 11:00 am
Opening Keynote:
Life in Financial Services
Our keynote speaker will share her personal experiences
in financial services, including why she remains
so excited about the field and the many interesting
opportunities it presents for women today. She will
discuss the in-demand skills and competencies that
lead to success and provide actionable steps on how
to establish your career in financial services as well as
advice on long-term career progression through the
industry, beyond your first job.
PRESENTER: Linnea Conrad, Managing Director,
Investment Banking, Goldman, Sachs & Co.
• 11:00 am - 11:50 am
Industry Introduction Panel: A
Grandstand View of the Financial
Services Arena
Finance professionals will present high-level
overviews of three industry areas represented in the
fast-paced world of financial services: corporate
banking, investment management, sales and trading.
Discover how these areas interrelate and the skills
needed to be winners within them.
MODERATOR: Erika Irish Brown, Program Consultant,
The Robert Toigo Foundation
PRESENTERS: Meredith Quick, Vice President,
Sales & Trading, Citi; Lisa George, Vice President,
Asset Management, Deutsche Bank; Monica Mandelli,
Managing Director, Investment Management Division,
Goldman, Sachs & Co.
• 12:00 - 1:15 pm
Progressive Lunch:
A Quick Lap Around the Track
Associates from different financial services areas
provide a glimpse of a day in their busy lives: learn
how changing gears, banking turns and keeping pace
are all in a day’s work.
• 1:15 - 3:30 pm Breakout Sessions
Financial Services Firm Showcase
Financial services firms explain their core businesses and
the exciting career tracks that they have available. Find
out which ones fit your work style and long-term goals
best. (Students will break into three groups and rotate to a
different panel every 40 minutes.)
Investment Management Panel
Ida Liu, Director, Private Bank, Investment Management,
Citi; Jacqueline Hurley, Associate, Asset Management,
Deutsche Bank; Gretchen Clayton, Vice President, Private
Wealth Management, Goldman, Sachs & Co.
MODERATOR: Connie Thanasoulis-Cerrachio, Partner,
SixFigureStart
SESSION DESCRIPTIONS
Sales & Trading Panel
Jeanne Lee, Vice President, Sales & Trading, Citi; Helen
Duann, Vice President, Global Markets, Deutsche Bank
MODERATOR: Terri Blumenfeld Wein, Partner,
Weil & Wein
Investment Banking Panel
Corinne Lin, Vice President, Global Banking, Citi;
Shannon Collins, Associate, Global Banking, Deutsche
Bank; Jennifer Davis, Vice President, Investment Banking,
Goldman, Sachs & Co.
MODERATOR: Susan Zimmerman Weil, Partner,
Weil & Wein
• 3:45 - 4:45 pm
Workshop: Negotiations Coaching
In this session we’ll discuss some key rules of good
negotiation, drawn from established research and
in-the-trenches experience. We’ll also explore some
popular beliefs about women’s skills and propensity for
negotiation. Finally we’ll talk about why women should
negotiate more and how they can become more effective
when they do.
PRESENTER: Anat Lechner, Clinical Associate Professor
of Business Management, Stern School of Business,
New York University
FRIday
• 8:30 - 8:50 am
Breakfast & Networking at
Kimmel Center
• 8:50 - 9:45 am
Panel: Tune Up for the Summer
Internship Process
Careful preparation leads to smooth driving. Learn about
the process for landing a summer internship in the
financial services industry and pick up indispensable tips
on resume writing and interview preparation.
PresenterS: Fatimah Gilliam, Director of Diversity
Recruitment, Graduate Recruitment, Citi; Marny Schwartz,
Vice President, Graduate and Professional Resourcing,
Deutsche Bank; Maribel Ledezma-Williams, Vice President,
Global Leadership and Diversity, Goldman, Sachs & Co.
• 9:45 - 11:00 am
Workshop: Laying the Track for Your
Successful Career
Join company representatives for a fun, interactive
session that will give you a real test drive for sales
and trading and investment management.
To get from your first job to the corner office, you’ll need
a well thought out career strategy. Join Maggie Mistal,
Career Coach and host of “Making a Living with Maggie”
on SIRIUS XM Radio for an interactive workshop to define
your personal career mission statement, vision statement
and customized action plan. If you do, you’ll not only find
out where opportunity exists for you but translate it into a
practical career path for your future success.
PRESENTEr: Maggie Mistal, Career Consultant,
Radio Host & TV Contributor
Sales & Trading Game by Citi
• 11:00 am
• 4:45 - 6:00 pm
Simulation: Test Drive a Career!
LEAD PRESENTER: Janice Martin, Director,
FX Corporate Sales Desk, Citi
Private Wealth Case Study by
Goldman, Sachs & Co.
LEAD PRESENTER: Jamil Shamasdin, Associate,
Private Wealth Management, Goldman, Sachs & Co.
• 6:00 pm
Closing Remarks
Closing Remarks and
Move to MBA Women’s Conference