Date: April 24, 2024

Time: 4:30 to 6:30 pm

Location: Coopers Hall 404 SE 6th Avenue, Portland, OR 97214

This is a free event

Join us for an exclusive opportunity to connect with influential women in Portland's financial industry at the Women in Finance Forum. This collaborative event, brought to you by CFA Society Portland, Portland Women in Investment Management, Women in ETFs, Women in Financial Services, and We Inspire Promote Network, aims to empower and inspire women to excel in finance.



The Women in Finance Forum aims to achieve three primary goals: firstly, to expand membership by attracting new members to each participating organization, thereby fostering a stronger community of women in finance. Secondly, the forum endeavors to drive a meaningful shift in industry metrics by actively encouraging more women to assume positions of responsibility within the financial services sector, thereby promoting positive change in gender dynamics. Lastly, through collaborative efforts among the hosting organizations, the forum seeks to provide unique value to its members by pooling resources and expertise, thereby fostering growth and advancement opportunities for women in the finance industry.

We're thrilled to have Jane Warner, Senior Wealth Planning Strategist at BMO Private Bank, as our keynote speaker. Jane brings over 27 years of financial services expertise to the Women in Finance Forum. Specializing in customized financial planning solutions for high-net-worth individuals and families, Jane's strategies aim to maximize income and estate tax efficiency. With a background in Psychology, Education, and Law, she has held prominent roles at institutions like Mass Mutual, Guardian Life, and Wells Fargo. Jane's insights into business succession, real estate wealth transfer, and insurance strategies make her a valuable resource for attendees.

Sponsorship Opportunities

Platinum Sponsor ($1,000):

1. Logo Placement: Your company logo prominently displayed on all event promotional materials, including the event website, flyers, and social media posts.
2. Recognition: Special acknowledgment during the opening and closing remarks of the event, highlighting your company's commitment to supporting women in finance.
3. VIP Seating: Reserved seating for up to four representatives from your company at the Women in Finance Forum, ensuring prime viewing of the keynote speech.
4. Networking Opportunities: Opportunity to network with attendees, facilitating connections with industry professionals and potential clients.
5. Marketing Collateral: Opportunity to distribute promotional materials or branded merchandise to attendees, further increasing your company's visibility and reach.

Gold Sponsor ($500):

1. Logo Placement: Your company logo displayed on all event promotional materials, including the event website, flyers, and social media posts.
2. Recognition: Acknowledgment during the event's opening remarks, recognizing your company's support of women in finance.
3. Seating: Reserved seating for two representatives from your company at the Women in Finance Forum, ensuring a prime viewing experience of the presentations and discussions.
4. Networking Opportunities: Opportunity to network with attendees, facilitating connections with industry professionals and potential clients.