Announcements, Board Members, Membership

2016 WIFS Past and Current Board Member Dinner

Past and current board members of Women in Insurance & Financial Services of Northeast Florida met Tuesday night, June 14, at Blue Bamboo.  The board members in attendance enjoyed a chance to socialize over Blue Bamboo’s “hip Asian comfort food,” while also taking a chance to talk about the direction of the organization and the upcoming national conference in Chicago this fall.

Photo Jun 14

From left:  Tara Showalter; Jana R. McCreary; Grace Staten; Cheryl Canzanella; Sue Miller; KC Padget; Lynda Graves

Continue reading “2016 WIFS Past and Current Board Member Dinner”

Announcements, Membership

2015-2016 WIFS Northeast Florida Board

In its fifth year in Jacksonville, Florida, Women in Insurance & Financial Services of Northeast Florida is pleased to present the 2015-2016 Board.  These Board Members bring years of experience in insurance, banking, accounting, and estate planning and legal practice; and they strongly support the WIFS mission—to attract, retain and develop best in class in insurance and financial services professionals.

2015-2016 NEFL WIFS Board
2015-2016 NEFL WIFS Board

From left:  Christina Kelcourse [Governance];  Jana R. McCreary [Communications Director];  Sue Miller [Membership Director];  Jeanne Peterson [Special Events and Membership Committee];  Grace Staten [President];  Tara Showalter [Immediate Past President];  Angela Brown [President Elect];  Tracey Gess [Membership Committee];  Cindy Bohn [Treasurer];  Lynda Graves [Special Events Committee].

Not pictured: Cheryl Canzanella [Founding Member and Communications Committee];  Michelle Sheridan [Secretary].

Continue reading “2015-2016 WIFS Northeast Florida Board”

Announcements, Membership, Press Releases

Grace Staten wins AFWA’s Outstanding Achievment Award

Grace Staten wins Accounting & Financial Women’s Alliance’s (AFWA) Outstanding Achievment Award at the Westin Convention Center in Pittsburgh during their annual meeting in October!  This award is given to an AFWA member who set the standard of excellence in her professional life through leadership, mentoring and career achievement. Grace is the Marketng Director for MassMutual Financial Design Associates and is our 2016 incoming WIFS NEFL President.

Founded in 1938, the mission of the Accounting & Financial Women’s Alliance is to enable women in all accounting and related fields to achieve their full personal, professional and economic potential and to contribute to the future development of their profession.  www.afwajax.org 

  

Announcements, Press Releases, Socials

2015 Board Appointments

2015 Board2

Jacksonville, FL – December 1, 2014….. As it enters its fourth year in Jacksonville, Florida, Women in Insurance & Financial Services of Northeast Florida is pleased to announce the following appointments to its Board:

Re-appointments:
1. Cheryl Canzanella, LUTCF – Chairperson of the Board
2. Tara Showalter, CFP®, CRPC, JD – President
3. Christina Loddo Epstein – President Elect
4. Amelia Hough Henderson, Esq. – Secretary
5. Lorraine Dorsa FCA, MAAA, MSPA, EA, CEBS,
6. Lynda Graves
7. Jeanne Peterson, CFP®, LUTCF, CLTC.
8. Lisa Pilgrim, CPA, MBA
9. Grace Staten – Treasurer

New Appointments:
10. Rebecca Brothers
11. Angela Brown
12. Julie Chancellor
13. Christina Kelcourse, Esq, CFP®, CRPC
14. K.C. Padget

“WIFS of NEFL will continue its mission to develop and advance women in the industry, and I am proud that we have accomplished a lot in this regard since the establishment of our local chapter,” said Chairperson of the Board, Cheryl Canzanella. “We offer a robust agenda for learning, development and networking on a local and national level and this includes a mentorship program available to women at all stages of their careers,” said Canzanella.

The Board announced that Lisa Pilgrim, who will stay on the Northeast Florida Board, is stepping down as its Treasurer, and instead, is stepping into the role of Deputy Treasurer of the National Board. Michele Haskell who held a previous Board position concluded her term effective October 31, 2014. Continue reading “2015 Board Appointments”