Carrie Ohm, CPFA
Vice President of Corporate Development, OneDigital | Retirement + Wealth
How did you know that a career in the financial services retirement in...
Posts by PMSI Developer
WIPN Q1 2022 Sponsor Member Spotlight
22
Mar
Marcia Dennis
Vice President, Integration Management at Ascensus
How did you know that a career in the financial services retirement industry was right for you?
...
International Women’s Day with Melinda Wolfe
09
Mar
Speaker Melinda Wolfe discusses the importance of female support in the corporate workspace as well as cultivating a “Cab” – a cabinet of women from different backgr...
WIPN February 2022 Member Spotlight
15
Feb
Kimberly (Cunnane) Oros, AIF, CPFA, QKA, QKC, QPA
Director, CBIZ Retirement & Investment Solutions
How did you find out about WIPN? Cindy Horn Kennedy introd...
DE&I: Why Checking the Box Isn’t Enough
10
Feb
DE&I Chair Rosalyn Brown is featured on WIPN sponsor CAPTRUST podcast
Play the episode.
WIPN January 2022 Member Spotlight
24
Jan
Aubrey M. Christ, QKA, QPFC
President, The Retirement (k)oncierge Group
How did you find out about WIPN? East Chapter Chair Pam Brooks, introduced me to WIPN a ...
WIPN Q4 Sponsor Member Spotlight
16
Dec
Jennifer Mulrooney, AIF®
Vice President, Regional Retirement Consultant at American Century Investments
When did you know that a career in the financial servic...
WIPN Iowa Webinar: Stop Resolving…Start Doing with Lead From Intention
16
Dec
Learn how to take ownership of your goals and start creating your professional and personal outcomes with three key takeaways today.JTVCaWhjLWhpZGUtY29udGVudCUyMGloY...
WIPN 2022 Board Spotlight
13
Dec
Mindy O’Connor
Head of Business Development, Retirement
Ascensus
Why did you choose to step forward and join the WIPN Board for 2022?
Being a long-time member ...
WIPN Members/NAPA Top Women Advisors 2021
09
Dec
All Stars
Pamela Appell
Beryl Ball
Deanna Bamford
Julie Braun
Karen Casillas
Heather Darcy
Kristen Deevy
Jean Duffy
Jeanne Fisher
Jennifer Gage
Lisa G...
WIPN National Webinar: Networking to Build Negotiation Advantages
02
Nov
WIPN host ML Wattman and distinguished guest Andrea Schneider, Professor at Marquette University Law School discuss key takeaways on hard skills negotiation, how to ...
WIPN October 2021 Member Spotlight
20
Oct
Erin (Vollmuth) Wikander
Director, Defined Contribution Consultant
BlackRock
What changes do you hope to see for women in the retirement industry in the next 5 ...
WIPN Sponsor Member Spotlight
13
Oct
Barbara Redstone
Vice President – Divisional Sales Manager, Retirement Plan Sales
Ameritas®
What has been your most rewarding accomplishment in your career to d...
Powerhouse Women Leaders Series
22
Sep
National Hispanic Heritage Month
An interview with Yanela Frias
President, Prudential Retirement at Prudential Financial
How important is it for you to be a rol...
September 2021 Member Spotlight
22
Sep
Antonia Corrales, MBA, CRPS®, CIMA® (She/Her)
Investment Specialist at John Hancock Investment Management
How do you see WIPN affecting positive change in your c...
A Message from WIPN President Jennifer Norr
22
Sep
As I write this message from Wisconsin, you can tell that fall is coming with shorter days and leaves starting to turn even if it is over 90 degrees. As the seasons ...
August 2021 Member Spotlight
25
Aug
Rachael Brumund
Vice President
Fidelity Institutional℠
What changes do you hope to see for women in the retirement industry in the next 5 -10 years? I would per...
Welcome Back-to-the-Office
14
Jul
What will it be like to head back to the office after more than a year of upheaval? For many of us, returning to work means being in the office or being out in the m...
WIPN National Research Webinar: 2021 Story of Us: Work-Life Balance
14
Jul
On July 14th WIPN members Emily Rassam, Katelyn Boone and Lori Zeman joined hosts Theresa Conti and Cindy Horn Kennedy for an interactive and audience-engaged discus...
WIPN Chapter of the Month: Southern California
14
Jul
Meet WIPN Southern California! Co-chairs Kim Vu and Michele Giangrande share their insights into what makes Southern California a successful chapter.
The retireme...
WIPN July 2021 Member Spotlight
13
Jul
Lindsey Dickman, ChFC (she/her)
Senior Vice President
Escalent, Home of Cogent and Javelin
Is WIPN a force for change? Absolutely! Force is a great word for it ...
WIPN Sponsor Newsletter Second Quarter 2021
28
Jun
WIPN Sponsor Chair Message
WE Inspire. Promote. Network. (WIPN) has had quite a busy quarter with a national rebranding, a new video and the ongoing roll out of t...
The Power of Delegation
23
Jun
Do you suffer from guilt, or worse, fear of giving up control, if you delegate tasks and activities to your team? Hear Dr. Pat Baxter explain why leadership research...
WIPN Q2 Sponsor Newsletter Spotlight
23
Jun
Devyn Duex, C(k)P, AIF, CRPS, CPFA®
Vice President | Financial Advisor, CAPTRUST
Tell us about the value of offering WIPN to women in the retirement industry? Th...
June 2021 Member Spotlight
16
Jun
Karen Witham (She/Her)
Vice President, Communications & Marketing at DCIIA
Is WIPN a force for change? If so, how? Gathering women together with a shared sen...
WIPN Press Release 6/16/21
16
Jun
WIPN Announces Findings from Research on Attitudes and Behaviors of Women in the Retirement Industry
Owatonna, MN – June 16, 2021 – WE Inspire. Promote. Network. ...
A Message from WIPN’s President, Jennifer Norr
14
Jun
I am looking forward to this summer even more than when I was a kid. After being couped up and focusing on mere survival due to a pandemic and racial injustice, I c...
May 2021 Member Spotlight
19
May
Kari Lusby, CFP®
Regional Vice President, Voya Financial
What changes do you hope to see for women in the retirement industry in the next 5 -10 years? We have ...
WIPN National Webinar: Compensation
12
May
WIPN’s May 12th national research webinar discusses WiPN’s proprietary research findings on attitudes and behaviors around compensation for women in the retirement i...
WIPN Rebranding Launch
25
Apr
WIPN enthusiastically announces a new name, brand and mission statement as the premier professional nonprofit organization for women in the retirement industry. WIPN...
WIPN Press Release 4/22/21
22
Apr
Women in Pensions Network Unveils New Name and Brand:
WIPN — WE Inspire. Promote. Network.
Owatonna, MN – April 22, 2021 – The Women in Pensions Network (WiPN), ...
WIPN Chapter of the Month: Chicago
13
Apr
Say hello to our WIPN Chicago chapter! Co-chairs and long-time friends, Jessica Fox and Ami Hindia give us insights into what factors help to make Chicago succeed....
April 2021 Member Spotlight
13
Apr
Lisa Vachalek
Client Portfolio Analyst at American Century Investments
How important is it for you to be a role model for the upcoming generations of women in ...
Women’s History Month – It’s Personal
21
Mar
By Lisa Smith, WiPN’s President-Elect
As we celebrate Women’s History Month and the vital role that women play in our history, culture and society, it is a great ...
A Message from WIPN’s President, Jennifer Norr
21
Mar
Recent events demand that we pause, use our voice, and take a stand. In part due to the pandemic, violence, hate crimes and racism is increasing. Last year there wer...
The Sisterhood of WIPN
17
Mar
“If there’s one thing I’ve learned in life, it’s the power of using your voice.” — Michelle Obama
In honor of Women's History Month, we thought we would reflect b...
March 2021 Member Spotlight
17
Mar
Michelle Gibilisco
Director of Business Development - Retirement Services, Mutual of Omaha
What changes do you hope to see for women in the retirement industry i...
WIPN National Webinar: Career Path Data & Panel
10
Mar
Watch the replay as we discuss mentors/sponsors, education and training, and how having a career path can help lead to gratitude in your career.JTVCaWhjLWhpZGUtY29ud...
Sponsor Newsletter Member Spotlight
05
Mar
Lindsay Warrington, AIF®, TGPC, MBA
Managing Director
John Hancock Investment Management
As a member of the WIPN sponsorship committee -- What's the value of of...
WIPN Sponsor Newsletter First Quarter 2021
05
Mar
A Message from Brenda Rynski,
WiPN's Head of Sponsorships
We could not be more grateful. We could not be more proud. Thank you for your interest, engagement and ...
Ally, Allegiance, and Advocacy: Making Inclusion Everyone’s Business
25
Feb
Four-time TEDx speaker, executive coach, and award-winning author, Detha Giles, asks the hard questions about being an ally, showing allegiance or being an advocate ...
February 2021 Member Spotlight
16
Feb
Shannon Mathis
Director, Workplace Solutions at Fidelity Investments
What change in terms of diversity do you hope to see in the retirement industry in the next ...
WIPN Carolinas: Powerhouse Women Panelists of the Retirement Industry
03
Feb
On February 3, 2021, four industry leaders joined the WIPN Carolinas Chapter for a panel discussion on successfully building a career in the retirement industry. Wat...
2021 Women in Leadership Report by Oliver Wyman
01
Feb
MAKING THE INVISIBLE VISIBLE
What’s really preventing breakthrough progress on women in leadership?Read more
President’s Message
22
Jan
Message from Jennifer Norr,
WIPN President
As WIPN's 2021 President, I had intended to write something very different for my first President's message but it qui...
January 2021 Member Spotlight
19
Jan
Ellie Bullitt (She/Hers)
Vice President, Regional Account Executive, Fidelity Investments
Prior to joining WIPN, how difficult or easy was it to find networking ...
WIPN National Research Webinar: The Story of Us: 2021 Evolution
13
Jan
WIPN launched the first-of-its-kind research with partner Escalent and sponsors T. Rowe Price and Resource Investment Advisors -a OneDigital company. Watch this repl...
December 2020 Member Spotlight
15
Dec
Christina Speck
Head of Client Lab at MassMutual
My current job in the retirement industry involves … building and growing the industry’s first participant and s...
Develop Your Own Brand of Ambition & Success
01
Dec
Kathryn Sollmann presents research and data on helping women think broadly and unapologetically on redefining roles and learning to grow in place.
Replay the webi...
WIPN Twin Cities: Winning with Female Breadwinners
18
Nov
WIPN Twin Cities and speaker, Janet Koh discuss the unique investment needs of the female breadwinner.
Access Passcode: &J2qwf9RJTVCaWhjLWhpZGUtY29udGVudCUyMG...
WIPN Infographic
16
Nov
Nearly 200 women attended WIPN's first national conference event featuring Libby Gill. See how we've grown!Read more
WIPN Virtual National Conference
16
Nov
WIPN hosted its first virtual National Conference featuring a 2020 overview and 2021 outlook and featuring keynote speaker, Libby Gill.Replay the webinar.
Third Quarter Sponsor Member Spotlight
13
Nov
Michelle Pullen, AIF®
National Account Manager at Capital Group
How did you learn about WIPN?
I first heard about WIPN when a mentor of mine at Capital Group, Roche...
November 2020 Member Spotlight
13
Nov
Tina Schackman, CFA
Principal, Senior Retirement Plan Consultant
Benefit Financial Services Group (BFSG)
What compelled you to step forward and join the WIPN Bo...
WIPN DC: The Benefits of ESG
12
Nov
Join WIPN DC to discover how ESG can accelerate your career path, the political state of ESG, and the way ESG is expected to evolve in domestic investing.
Access ...
WIPN Third Quarter 2020
10
Nov
A Message from Brenda Rynski, WIPN's Head of Sponsorships
This year we have seen much success with our WiPN Board roadshow partnering with sponsors on national sa...
October 2020 Member Spotlight
26
Oct
Lisa Anderson
Field Manager, Retirement and Financial Education at INPRS
I first learned about WIPN … when it appeared on my LinkedIn feed. I reviewed the websit...
WIPN Announces Retirement Plan Industry Study of Gender Workplace Issues
22
Oct
NEWS RELEASE
Contact: Daniella Moiseyev
President, Women in Pension Network
862-216-7820
president@wipn.org
October 21, 2020
WiPN Announces Retirement Plan...
WIPN – What’s Your Superpower?
05
Oct
Join WIPN Texas for an empowering session for women to help bring balance to our daily lives and feel better about our accomplishments.
Access Passcode: P.t^p0DvJ...
September 2020 Member Spotlight
21
Sep
Alison Smith, MSM, MBA, CRPS®, AIF®
Vice President, Principal Securities
I love the retirement industry because ... the retirement industry is an area of finance...
Confronting Systemic Racism & What Allyship Looks Like
31
Aug
Speaker, Medina Jett, a financial services business owner, entrepreneur and lawyer discusses professional allyship; the hard conversations we should be having in the...
August 2020 Member Spotlight
24
Aug
Kate Dalton, CPFA, QKA
I love the retirement industry because … every day is an opportunity to help others! I love working with participants to build their retir...
Taking Charge of Your Life with Ria Dark
11
Aug
Taking Charge of Your Life with speaker, Ria Dark, CEO and Founder of 2Rogues Media Group. Ria discussed how to identify the causes of stress and how to define value...
WIPN Second Quarter 2020
07
Aug
Sponsors Virtual Roadshow
Recently, WIPN Board President, Daniella Moiseyev and Head of Programming, Cindy Horn Kennedy participated in a virtual sponsor member w...
July 2020 Member Spotlight
26
Jul
Melissa Terito, CPA
Partner
Sentinel Pension, A Division of Faulk & Winkler
I love the retirement industry because … I literally get to help people all day ...
June 2020 Member Spotlight
22
Jun
Raisa Barkaloff, CIMA
Vice President
Federated Hermes
My first job in the retirement industry was … at State Street in Boston in the late ‘90s and early ‘00s. I...
The Secrets to Painless Self-Promotion
15
Jun
Executive coach and author Libby Gill knows how to help women capture fame thanks to her quick ascent in corporate communications at several Hollywood studios. In ou...
Message from the WIPN Board of Directors: We must not be silent
02
Jun
June 2, 2020
The WIPN Board of Directors have watched these past week’s events unfold with sadness and horror.
We have witnessed the disproportionate impacts o...
The Future of Work is Emotional
28
May
Liz Fosslien and Mollie West Duffy, co-authors of No Hard Feelings: The Secret Power of Embracing Emotion at Work, shared their views for handling emotion in the wor...
May 2020 Member Spotlight
25
May
Jo Yi
Retirement National Accounts Manager
Ivy Investments
How do you see WIPN affecting positive change in your career or industry?
WIPN is an amazing organiz...
How Do We Show Up for Our Clients Today?
13
May
Ami M. Tully, President of Maximum IMPACT Partners, discusses the best questions to ask your clients to engage in meaningful dialogue in this unsettled environment.
April 2020 Member Spotlight
28
Apr
Kim Zook
Head of DCIO Field Sales
T. Rowe Price
I love the retirement industry because … the work we do helps others. Our industry is filled with tremendously ...
Influencing Across Distance with Sacha Connor
22
Apr
Sacha Connor led Influence Across Distance, 1.5 hours of virtual training on enhancing our skillset remotely to ensure that we stay at top of mind with internal stak...
WIPN First Quarter 2020
16
Apr
Thank You 2020 Sponsors
The Women in Pensions Network, a non-profit organization focused on the professional growth and development of women in the retirement ind...
Camera Ready: Be Your Authentic Self
16
Apr
MaryLou Wattman and Cindy Horn Kennedy co-hosted a video training to help members recognize 5 easy steps to be Camera Ready: Your Authentic Self. View the do and don...
4 Ways to Inner Strength Webcast
07
Apr
Dominick Quartuccio led WiPN members in an interactive conversation about inner strength, managing the intake of news and focusing on what we can create in isolation to feel connected to our community. Listen to the replay for insights about designing your day for productivity and peace.
Webinar: Don’t Get Burned Out with Ria Dark
06
Apr
Columbus WiPN meeting.
During this webinar, Ria Dark discusses the signs of burnout, identifies some natural and artificial resources to deal with burnout and helps attendees institute a plan of action.
March 2020 Member Spotlight
23
Mar
Amy Glynn
Managing Partner
GRP Advisor Alliance
I love the retirement industry because … helping people achieve financial security is noble work and it has allo...
Members-Only Webcast: Build Your Board of Directors for 2020 Vision II
04
Mar
Lori Nishiura Mackenzie, the Co-Founder of Stanford VMware Women’s Leadership Innovation Lab and Lead Strategist of Diversity, Equity and Inclusion at Stanford Gradu...
February 2020 Member Spotlight
18
Feb
Arleatha Williams, RICP ®
Sr. Financial Advisor
Harbour Bridge Wealth Management Advisors
Wells Fargo Advisors Financial Network
I started my journey in retire...
WIPN Leadership Fellow Application 2020
21
Jan
The Women in Pensions Network (WiPN) is now pleased to invite applications to the highly successful 2020 WIPN Leadership Fellow Program which awards up to five schol...
Women in Finance Services 2020 Report by Oliver Wyman
21
Jan
A Women in Finance Services 2020 Report recently published by Oliver Wyman points to the progress that’s occurred on gender balance in the workforce, but clearly hig...
Members-Only Webinar: Building Your Own 2020 Board of Directors Series
21
Jan
Professionals willing to go outside of their immediate circle for suggestions and input are the ones with the most dynamic ideas and are more likely to advance.
I...
January 2020 Member Spotlight
20
Jan
Jessica Fox, CRPS ®
Vice President, Prudential Retirement
My current job is… in the Strategic Relations Team at Prudential Retirement. I am responsible for broad...
December 2019 Member Spotlight
19
Dec
Brenda Rynski, ARCP, CRPS
Sr. TPA Business Development Manager at Capital Group
My current job involves… working closely with our top TPAs to help these firms gr...
Members-Only Webinar: EXCELerate Webinar: Session 3 with Dr. Ben Sorensen
09
Dec
Cloud Recording – EXCELerate Session 3 with Dr. Ben Sorensen is now available. Find the play back here:
Members-Only Webinar: Know Your Value – Negotiate Pay & Perks with Mary Lou Wattman
09
Dec
Cloud Recording for Know Your Value – Negotiate Pay & Perks with Mary Lou Wattman is now available. Find the play back here:
November 2019 Member Spotlight
18
Nov
Lisa Vincent
Director, Institutional Defined Contribution Sales
BlackRock
My current job involves… Partnering with large plan sponsors along the East Coast on D...
October 2019 Member Spotlight
17
Oct
Lisa A. Showalter, CPC, QPA, QKA
Director of Business Development
The Retirement Advantage, Inc.
My current job involves… providing strategic thought leadership t...
September 2019 Member Spotlight
17
Sep
Mary Jo Innis
President
The Row Group
My current job involves… Lifting others up and using my experience and knowledge in changing people’s lives. It is so rew...
September 2019 EXCELerate Webinar: Session 2 with Dr. Ben Sorensen
15
Sep
Dr Ben Sorenson led session 2 of WiPN’s EXCELerate web series on September 13th. More than 70 attendees chatted with Ben and Cindy Kennedy about understanding organizational politics, striving to be a savvy leader and leveraging your network and mentor relationships. Find the play back here:
August 2019 Wellth at Work Webinar: Have the Conversation with Erin Holland Collins
15
Sep
Erin Holland Collins of Human Capital Acquisition and WiPN member Erin Wikander joined WiPN Director of Programming Cindy Kennedy for a coaching session addressing career progression. Seventy members participated and focused the conversation on how to find the job you want, the income you seek and the benefits that make work & life ‘balanced.’
August 2019 Member Spotlight
15
Aug
Katie Green
Lead Consultant
Clearview Advisory
My current job involves... working closely with Retirement Plan Committees on creating retirement plans that are ...
June 2019 Member Spotlight
17
Jun
Lisa Gallegos
Retirement Sales Consultant
Paychex
My current job involves... Selling 401k recordkeeping services to small businesses
My first job in the ret...
May 2019 Member Spotlight
14
May
Bridget Q. Casher
Investment Consultant
Conrad Siegel
I first learned about WiPN when... I attended an industry conference breakfast, which was a networking eve...
Announcing 2019 WiPN Leadership Fellows
19
Apr
Five WiPN members have been named as 2019 WiPN Leadership Fellows and have been selected to attend a premier female leadership program.
“We had an overwhelming po...
EXCELerate Program Launches in Las Vegas
16
Apr
On Sunday morning, April 7th, over 125 women participated in the launch of WiPN’s new EXCELerate program specially designed for our organization by Dr. Ben Sorensen ...
April 2019 Member Spotlight
16
Apr
Deana Calvelli
Consultant
Lockton Companies
My current job involves... growing Lockton’s financial and health benefits consulting business in the Northeast, lea...
Women’s Economic Power Is Expanding – Is Investment Management Keeping Pace?
01
Mar
By Cathy Stahl, Managing Director, Global Head of Marketing at PIMCO
Women are transforming the global economy. The financial services industry must evolve both t...
February 2019 Member Spotlight
18
Feb
Eileen Greenspan
SVP, Senior Plan Advisor
Sentinel Benefits & Financial Group
My current job involves… Supporting the fiduciary responsibility and liability...
Letting Go of Fear and Making a Difference: Tammy Ouverson
25
Aug
As women with a shared interest in the pension industry, it’s important to continue to celebrate and learn from each other’s successes. Recently, we spoke with Tamm...
No Right Prescription – Life and Career Lessons from Christine Marcks
02
Aug
Ok, show of hands. Who thinks it is possible to maintain a healthy work-life balance while ascending one’s career from an International Economist with the US Treasu...
WiPN announces a strategic partnership with Rekon Intelligence
11
Jun
The Women in Pensions Network is pleased to announce a new strategic partnership with Rekon Intelligence. Rekon Intelligence brings the best topics, speakers, and pr...
Compassion is the Key, Julie Braun’s Amazing Story
13
Mar
Most would agree that winning a NAPA advisor award once is quite an accomplishment. Incredibly, Julie Braun was named to the NAPA Young Guns, Top Advisors Under 40 ...
Connections that Count: A Story of Friendship and Industry Influence
10
Jan
Immediate past president of the Board of Women in Pensions Network (WiPN), Amy Glynn and incoming President, Kathleen Roche, have been friends and colleagues for ove...
