Blog Layout

2024 WSE Fifth Session: A Focus on Managing Stakeholders

July 31, 2024

The fifth Wall Street Exchange session of 2024 featured special guest Tali de Assis, a consultant for the FWA’s President’s Circle Firm, New York Life. Tali is a consultant for Hemsley Fraser, one of the world’s Top 20 companies for leadership development, digital content and training outsourcing.

After an introduction from WSE Co-Chair Gerri Bostick, Tali kicked off the session with an overview of stakeholder management. The first step was to provide clear definitions of stakeholders and stakeholder engagement. She then took a poll asking the interns to identify their biggest challenge managing their stakeholders. The results showed two topics: understanding their needs and expectations and building and maintaining relationships with them.


Tali then shifted to the four proven steps for managing and engaging them which included first identifying who they are. She provided a visual to help the interns think through this step and develop their own circle of stakeholders. The group then went into smaller breakout sessions to identify and discuss their relationships with their current stakeholders.


The interns were then shown an example of how to contract with stakeholders and create a communication plan which included action steps. The final part of the session was a discussion of stakeholder engagement principles which included consulting early and often, understanding what success looks like, and learning from challenges. Tali ended the session by giving the interns a stakeholder blueprint with some key steps and recommendations for them to follow. It included an action plan to help them record what they are already doing that’s working as well as how they can be more effective with their individual contributors.


On behalf of the FWA, the Co-Chairs and the WSE Committee extend their sincere thanks and appreciation to Tali de Assis and the company sponsor, New York Life, for their longstanding support and generosity to the interns and the Wall Street Exchange Program.


Click here to learn more about the Wall Street Exchange program. For questions about the program, please contact Kelsie Piersaint, the FWA’s Next-Gen Educational Programs Manager.

FWA Member Darcy Ann Flanders, Founder of BaselineGroupNY, Honored with 2025 WBENC WBE Star Award

February 20, 2025
The prestigious recognition awards 14 woman-owned businesses across the country Darcy Ann Flanders, Founder and Chief Brand Strategist of BaselineGroupNY , has been named a 2025 WBENC WBE Star Award recipient , a national honor celebrating trailblazing women who lead with vision, innovation, and impact while supporting their corporate clients. Selected from a powerful network of certified woman-owned businesses, Flanders stands among 14 honorees nationwide representing WBEC Metro NY, the New York regional partner organization. The award recognizes Flanders as a successful business leader, pushing boundaries, driving innovation, and creating new opportunities for herself, her businesses, and her communities. As the visionary force behind the award-winning creative agency, BaselineGroupNY, Flanders has spent 28 years at the helm transforming brands through compelling stories using visual design. Under her leadership, strategy, and artistry come together to help clients like Capital One, Webster Bank, and Northwell Health cut through the noise with visually impactful creative solutions. For more than 30 years, Flanders has made a name for herself as a trusted leader and partner, combining her extensive expertise with a collaborative approach to help organizations achieve their goals through branding and design. "Receiving the WBENC WBE Star Award is an incredible honor," said Flanders. "At Baseline, we thrive on blending strategy, creativity, and agility to navigate the fast-paced needs of our clients. While we have deep expertise in financial creative services, we proudly serve a wide range of industries, including nonprofit, education, and various service-based sectors. We specialize in bridging the gap between large agencies and in-house teams, seamlessly integrating into existing structures or stepping in as a dedicated creative department for organizations that need targeted support.” Under Flanders’ leadership, Baseline has been a trusted partner in the creative industry since 1997, continuously adapting to the ever-changing landscape. Through the growth of the internet, financial crises, the rise of social media, and the challenges of COVID-19, Baseline weathered each storm—maintaining its reputation and retaining loyal clients who continue to work with them as they join new organizations. The agency has earned recognition from the Financial Communications Society, 2024 MUSE Awards, and 2023 Graphic Design USA. This latest honor from WBENC underscores not just Flanders creative expertise, but her ability to lead and thrive in the face of adversity. BaselineGroupNY looks forward to continuing to deliver the high level of excellence that the 2025 WBENC WBE Star Award espouses for their current and future corporate clients while continuing to influence the future of branding and design. 

Spotlight on FWA President Annette Stewart

January 30, 2025
Strategic planning and vision to advance women in financial services FWA President Annette Stewart’s accomplishments are impressive, to say the least. Not only is she a first-generation college graduate, but she’s also a lawyer and holds an MBA degree. She has nearly 18 years of experience on Wall Street, and still managed to strike the ideal work-life balance. In her most recent role, a senior director focusing on U.S. Business Acceleration and Integration at RBC, she worked remotely from her home in Memphis, TN and traveled to New York City for monthly meetings.  Sherree DeCovny, co-chair of the FWA’s Marketing & Strategic Communications Committee, talked with Annette about her career, her leadership journey at the FWA and how the organization has contributed to her success.

Registration Open for 2025 FWA International Business Conference

January 16, 2025
Join us in France!  We invite you to join us as a delegate for our upcoming FWA International Business Conference (IBC) , taking place in Paris from March 9–14, 2025 . As always, our IBCs are a great opportunity to learn in an international setting, build your professional career, and grow your network. In Paris you will: Engage with industry leaders and experts on topics such as energy, global markets, technology, women’s leadership, and sustainability Spend time at leading companies, including Skadden, RBC, Natixis, Banque Transatlantique, Crédit Mutuel, Groupe BPCE, and JP Morgan Participate in exclusive panels, workshops, and roundtables hosted by esteemed organizations like Université Paris Dauphine-PSL and JP Morgan’s ‘Women on the Move’ Immerse yourself in Parisian culture through curated evening events, networking dinners, and optional site visits. Click here to view a more detailed agenda (in formation). Conference Fees $1,500 Members* $2,000 Non-Members* *Includes a $500 deposit due by 1/31/2025 to secure your spot (non-refundable should you decide to cancel your registration). Full payment is due by 2/15/2025. Individuals are separately responsible for personal travel and accommodations. Suggestions and recommendations will be provided. Support is available from a travel consultant. Secure your spot today! Deposits are due by 1/31/2025. We look forward to being with you in Paris!

Spotlight on Operations Resource Committee Member Susan Migliaccio

January 9, 2025
Strong governance, risk, and controls expertise supports the FWA’s mission If you have a question about driving technological, financial and strategic transformation, Susan Migliaccio is your go-to expert. With over 20 years of experience, she has a proven track record of advising executives in complex organizations on intricate challenges across finance, operations and technology to achieve their goals. Her unique ability to solve problems from multiple functional perspectives provides valuable insights to her clients and teams. She is adept at building strong relationships with clients and bringing the right people together to achieve consensus and drive change.  Sherree DeCovny, co-chair of the Marketing & Strategic Communications Committee, recently sat down with Susan to discuss how she has brought her expertise to various leadership roles within the FWA.
More Posts
Share by: