A Fireside Chat with Lorraine Lee: How To Lead With Impact

A Women's Advisory Council and Women in ETFs Southern California Chapter Sponsored Event

Join us for an evening of leadership, insight, and networking, co-hosted by CFALA's Women's Advisory Council and Women in ETFs Southern California Chapter. This special event will feature a fireside chat with the esteemed Lorraine Lee, an expert in leadership and collaboration. Lorraine will delve into the theme "How to Lead with Impact: Strategies to Build Collaboration and Trust," offering valuable insights and practical strategies for professionals looking to enhance their leadership skills and foster a culture of trust and cooperation within their teams.

Beyond the fireside chat, this event presents a unique opportunity for members of CFALA and Women in ETFs to connect, share experiences, and build lasting professional relationships. Whether you're seeking to expand your network, gain insights into effective leadership, or simply be inspired by a community of like-minded professionals, this event is not to be missed.

Reserve your spot today for an evening of learning, networking, and empowerment.

SPEAKER
 

Lorraine Lee | Lorraine Lee is a top-rated global keynote speaker, a consultant, and an instructor for Stanford Continuing Studies and LinkedIn Learning. She is recognized as a LinkedIn Top Voice and has more than 300,000+ LinkedIn followers and over a decade of experience leading editorial teams at the world’s top tech firms.

Lorraine has been invited as a guest speaker to Zoom, Cisco, Atlassian, Amazon, and McKinsey and Company, among others. She covers a wide range of topics including creating engaging virtual presentations, growing your following on LinkedIn, effectively communicating in a virtual world, leading collaborative remote and distributed teams that thrive, and designing impactful virtual and hybrid meetings. She was named a Top Virtual Speaker by ReadWrite and was a finalist for Global Conference Speaker of the Year by WomenTech. She was also named a Top 15 LinkedIn Expert in San Francisco by Influence Digest and was a finalist for Content Marketer of the Year at the Women in Content Marketing Awards.

Before starting her own company, Lorraine led teams at Prezi, SlideShare, and LinkedIn. She was a founding editor at each of these companies, where she collaborated with global business leaders and helped launch core products including LinkedIn Daily Rundown and LinkedIn Newsletters. Lorraine has been featured in publications including Inc., ReadWrite, and Entrepreneur, and has also been a guest on many podcasts. She received her BSJ from Northwestern’s Medill School of Journalism and currently resides in San Francisco.

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MODERATOR

Allison Bonds Mazza, CIMA®, CPWA® | Allison Bonds Mazza is a Senior Managing Director of State Street Global Advisors, the fourth largest asset manager in the world, and Head of Intermediary for the Americas Wealth business. In this role, Allison is responsible for defining and leading SSGA's distribution strategy, including management of the external, internal and hybrid sales teams, as well as the national accounts and home office research teams, across all intermediary channels. She is a member of the SSGA Executive Management Group and the State Street Operating Group.

Prior to her current role, Allison was the Head of Private Wealth Management and Independent Wealth Management, leading the sales and national accounts teams across the wirehouse, regional broker dealer, independent broker dealer, private bank and RIA channels. Previously, she was the Western Divisional Director for the Independent Wealth Management channel. She joined SSGA in 2008 as a Regional Director in Southern California.

Before joining State Street Global Advisors, Allison spent 8 years with Prudential Investments where she held a number of client-facing positions, most recently Senior Vice President and Western Divisional Sales Manager for PGIM mutual funds and separate accounts.

Allison is a graduate of Cornell University, where she received a B.S. in marketing. She has earned the Certified Investment Management Analyst (CIMA®) designation as well as the Certified Private Wealth Advisor (CPWA®) designation. Allison is a founding member of the Southern California Chapter of Women in ETFs and maintains her FINRA series 7, 66, 9, 10 and 24 licenses.

As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1 credit hour. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary.