Return to Forté Foundation

Sessions May 22 - 23, 2018 / New York, NY

Tuesday

11:00 am - 1:00 pm

Registration

11:45 am - 12:45 pm

Optional: Financial Services 101

Industry expert provides an overview of Financial Services Industry structure and work performed within each business line (with specific emphasis on Investment Banking/Sales & Trading/Asset Management, Private Wealth Management, and Alternative Investments). Key terminology and skills required for each functional area will be reviewed. Note: This session is optional but highly recommended.

Presenter: Scott Rostan, Founder, CEO and Principal, Training The Street, Inc.

1:00 - 1:15 pm

Welcome & Overview

Presenter: TBD

1:15 - 3:30 pm

Ice Breaker and Perfecting Your Pitch Workshop

This interactive workshop will provide an opportunity for attendees to get to know each other and practice their networking skills. This highly interactive session will provide an overview on the importance of strategic networking and how to prepare for cocktail receptions, exploratory calls, and other "meet and greet" opportunities. Each attendee will have an opportunity to practice their "elevator pitch" and receive just in time feedback on how to improve your impact. Specific aspects of networking with financial services representatives will be discussed.

Presenter: Marjie Terry, Executive Coach, Great on the Job

3:45 - 4:45 pm

Executive Panel: Voices from the Top

Senior women from financial firms share their career experiences and discuss their strategies for keeping all aspects of their lives moving forward. This moderated panel discussion will explore the career choices that led to their success, the natural trade-offs that occur in every long and rewarding career, and the strategies for having a fulfilling personal life. Audience Q & A will follow moderated discussions.

5:00 - 6:30 pm

Networking Reception

Wednesday

8:00 - 8:30 am

Breakfast & Networking

8:30 - 9:30 am

Financial Services Showcase (Asset Management/Private Wealth)

Associate/VP level MBA alumnae share their experiences, rewards and insights on a career in financial services and their business area.

9:45 - 10:45 am

Financial Services Showcase (Investment Banking)

Associate/VP level MBA alumnae share their experiences, rewards and insights on a career in financial services and their business area.

11:00 am - 12:00 pm

Financial Services Showcase (Alternative Investments/Sales & Trading)

Associate/VP level MBA alumnae share their experiences, rewards and insights on a career in financial services and their business area.

12:00 - 1:15 pm

Networking Lunch

Join company representatives for an informal networking lunch.

1:15 - 2:45 pm

An Inside View of the Recruiting Process

Your first year of business school will be exciting and full of quick deadlines and decisions. Recruiting for your summer internship will start early and require you to be ready to make decisions. In this session, recruiters provide insight and tips for navigating the interviewing and recruiting process at financial firms. This session will give you a head start on landing your summer internship.

Presenters: Representatives from Forté Company Sponsors

3:00 - 4:00 pm

Closing Keynote

Using Personal Power and Potential to Make Your Mark

Are you aware of how many leadership tools you currently have but may not be using? In this inspiring and motivating keynote, you'll learn how to use the personal power already within to make a mark in your organization and community. Learn from an established leader who has reached the pinnacle of success in a Fortune 500 organization, while simultaneously completing her MBA, raising two children and operating a small business. You will leave this session not just inspired and ready to use the power of your voice, but ready to seize and execute your vision of YOU!

Presenter: Yesi Morillo-Gual, former Wall Street executive

30+

expert speakers and panel presenters