Women in Finance Forum

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From Coffee to Collective Impact: The Origin of the Women in Finance Forum

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From Coffee to Collective Impact: The Origin of the Women in Finance Forum

On May 28, more than 200 women+ gathered for an evening of inspiration and connection at the 2nd Women in Finance Forum, hosted by local chapters of:

  • CFA Society Portland
  • Portland Women in Investment Management
  • Women in ETFs
  • Women in Insurance & Financial Services
  • WE Inspire. Promote. Network.

The Inspiration

In a city rich with professional women’s organizations, a coffee meeting between Yolanda Reyes White of We Inspire Promote Network and Lisa Massena of CFA Society Portland sparked the realization that there was an opportunity to come together to collaborate across organizations.

A Shared Vision

The idea for the Women in Finance Forum was born, rooted in three goals:

  • Cultivate Community and Connection
  • Change the Metrics to Shift the Landscape for Future Generations
  • Collaborate to Provide Greater Value

The event has grown to include five organizations, dozens of volunteers, and a sold-out audience at its 2024 and 2025 forums.

To learn more and get involved, visit our organizations:

https://www.wipn.org

https://www.cfasociety.org/portland/home

https://www.pdxwiim.org

https://womeninetfs.com

https://www.wifspdx.org