Northeast Ohio

Thanks to the women of Northeast Ohio for actively contributing to the success of our chapter.

WIPN Membership: Please take the time to formally register as a WIPN Member to ensure you can take advantage of all the great things we have to offer. Be sure to affiliate with the Northeast Ohio chapter.

NE Ohio Volunteers: We are always looking for input from our members.  If any of you have ideas, suggestions or want to help us with any events, please let us know.  We welcome the support.  Also, if you have any charities that you would like us to consider for our holiday charity program, please let us know.

Upcoming Events:

Recent Events

WIPN Northeast Ohio – Brew Your Own Beer Experience

Members and valued sponsors took a post back to school break to learn how to brew their own beer.

The The Brew Kettle in Strongsville provided us with the recipes, ingredients, and assistance while we brewed delicious beverages. The Brew Kettle Brewmaster is the winner of 24 National Brew-On-Premise Competition Medals (including 11 Golds), and has created each recipe to be technically accurate as described in the style guide for America’s largest beer event, The Great American Beer Festival.

Of course, there was plenty of sampling, great food and even better company for networking.

The success of this, and all of our events throughout the year, is made possible by our sponsor partners.  We were joined by T. Rowe Price, MFS, Invesco, PIMCO, Transamerica and National Associates. 




WIPN Northeast Ohio Chapter Cleveland Guardians Baseball & Pregame Social

August 17, 2023

The game was rained out, but we still had the opportunity to welcome new WIPN members as we gathered for the Pregame Social.   We also had the opportunity to attend a make up game on September 27th.

The success of this, and all of our events throughout the year, is made possible by our sponsor partners.  We were joined by Federated Hermes, American Century, John Hancock, Blackrock and Voya.  


WIPN Northeast Ohio Chapter and On Purpose 86400 for a Bucket List Adventure Workshop

May 18, 2023

Life is way too short not to live your Bucket List! The On Purpose 86400 Bucket List Adventure Workshop provided opportunity to explore the possibilities of taking bold steps out of our comfort zone to create a bucket list of adventures.   We took immediate action toward our goals and welcomed new friends.   There were gifts and raffle prizes and a fun time was had by all.

The success of this, and all of our events throughout the year, is made possible by our sponsor partners.  We were joined by American Funds, American Century, Federated Hermes and Morningstar. 


WIPN NE Ohio – Cooking Experience

December 8, 2022

Our final event of 2022 included a cooking class experience extraordinaire!  We explored new cooking techniques in the fun, lively atmosphere of Stir Studio Kitchen, then enjoyed our tasty preparations.

Our guests and sponsors generously donated over 200 pounds of food for the local Greater Cleveland Food Bank.

The success of this, and all of our events throughout the year, is made possible by our sponsor partners.  We were joined by MFS, Federated Hermes, Morningstar and Transamerica.



WIPN NE Ohio – Industry Panel & Networking

September 15, 2022

This coed event included a stimulating discussion with a panel of industry experts on topics ranging from investment strategies to cyber security, attracting & retaining talent to multiple employer solutions.  Guests shared their own and heard perspectives from advisors, TPAs, attorneys and recordkeepers.  Our panelists included:

  • Christine Sivak, AIF, QKA, Cedar Brook Financial
  • Jennifer White, John Hancock
  • Rebecca DeHainaut , John Hancock
  • Jeanne Gordon, Esq., Jeanne V. Gordon, Inc.
  • Jennifer Tanaka, J.D., QPA, QKA®, CPFA, MBA, Retirement (k)oncierge Group
  • Aubrey Christ, QKA, QPFC, Retirement (k)oncierge Group

A special thank you to our sponsors: Fidelity, Voya, J.P. Morgan, T. Rowe Price and Federated Hermes. 


WIPN NE Ohio – Cleveland Guardians Game & Self Defense Class

June 29, 2022

Nothing feels better than knowing you can take care of yourself mentally, financially, and physically. Learning self-defense teaches women far more than just how to protect themselves, it kick starts self-esteem. Being able to protect yourself in all situations is a confidence booster as much as it is a reassurance.

Jen Mulrooney, 6th Degree Black Belt and Regional Retirement Consultant for American Century Investments, demonstrated self-defense techniques to help improve your confidence in real-world situations.

After learning basic self-defense skills we watched the Cleveland Guardians protect their home against the Minnesota Twins.   The Guardians won in extra innings 7-6.

Thank you to American Century, Federated Hermes and Blackrock for your contribution to a memorable evening.



WIPN NE Ohio: Knowing your Purpose Workshop & Dance Lessons

May 25, 2022

The NE Ohio WIPN Chapter hosted a Knowing your Purpose workshop led by Wellness IQ coach, Jacqueline McNamara.  We focused  on why purpose matters, and how to define your own through discussions about our best selves, how we want people to describe us, and our personal core values.

The workshop was followed by the teachings of Ilia Volokh, as we learned the art of salsa and bachata.  Ilia has over 30 years of dancing, teaching and performing in the United States and Russia. Ilia’s career began with the formal ballet training and a Master of Dance Education degree from the Moscow’s Institute of Theater Arts.

Thank you to John Hancock and Voya for sponsoring!


WIPN NE Ohio: Candle Making & Networking

The NE Ohio WIPN Chapter hosted a candle making event on February 24, 2022.  The ladies at The Candle Studio in Beachwood, OH graciously guided us through fragrance selection and assisted in the candle making experience.    Fragrance creations ranged from simple vanilla to a forest musk as our guests creatively combined their concoctions.   There was plenty of time to catch up after several months since our last networking opportunity.   A special thank you to our friends and sponsors at BlackRock, MFS and T. Rowe Price for making this a special event and participating in the fun.


WIPN NE OHIO: ESG vs. Socially Responsible Investing

On December 2, 2021 the WIPN NE Ohio chapter gathered at COhatch Ohio City (Cleveland) to enjoy an evening of networking and education. Casual dining and beverages were supplied by the neighboring North High Brewery. Mary Green, Vice President & Client Portfolio Manager at Federated Hermes, spoke on Environmental, Social and Governance (ESG) Investing. We learned about the emergence of this investment segment as well as implementation within the retirement plan space. It was noted that corporations who adopted an ESG strategy into their fund lineup enjoy greater portfolio returns.

We also took an opportunity at our year-end event to donate to a charitable organization. This year we provided various personal items for Lydia’s Home — an organization that assists women who are working to assimilate into the workforce after incarceration and/or substance abuse.

We are truly thankful for our sponsors for this event: Morningstar, Federated Hermes and MFS Investment Management.


WIPN NE Ohio: Orangetheory Fitness Hour

Oct. 28, 2021

Still feeling the burn weeks later! Not really — but a small group of ladies focused on our health and wellbeing on October 28th in preparation for leftover Halloween candy. The team at Orangetheory Fitness in Rocky River led us with grace through an intense, hour long workout while providing encouragement to finish strong. We welcomed Liz Boyd as a new member and were joined by our local WIPN advocate, Bill Fazekas. Post workout beverages and networking were enjoyed at Gormely’s Pub.

Networking in Soho

On September 24, 2021, WIPN NE Ohio enjoyed a night of networking at SOHO Chicken & Whiskey in the iconic Ohio City neighborhood of Cleveland. In all, there were 18 in attendance who were able to enjoy a fresh twist on Southern fare & drinks. To better acquaint ourselves with each other, we engaged in a game of Human Bingo where the squares on the board included personal traits such as “I speak more than one language” or “I don’t like coffee”. This provided a light-hearted way of starting conversations and kicking off the networking event. We have a strong core of WIPN members who attend events supported by a tremendous group of Sponsors. A special thank you to our sponsors for this event: J.P. Morgan, Transamerica, PIMCO, MFS, Invesco and National Associates.

Defining Times, Hot Topics and Drafts

On June 17, 2021, the NE Ohio Chapter of WIPN gathered at the Great Lakes Brewery Company for a time of education and networking. We enjoyed a sampling of Great Lakes Brewery Company beverages alongside some lite fare to compliment the tastings. Our speakers, Rob Elwood of Prudential and Rob Duffey of Invesco, presented on “Defining Times and Hot Topics”. We learned about current trends in the marketplace as well as changing demographics, plan design shifts and participant financial wellness. This was our first in person event of 2021 with 26 in attendance including speakers and sponsors. Aside from the robust networking, we also came away with members who are ready to join in volunteering for future events! In all, the event was sponsored by the following:

  • Prudential
  • Invesco
  • T. Rowe Price
  • Federated Hermes
  • VOYA

Finding and Funding Your “Why”

The NE Ohio WIPN Chapter facilitated a webinar sponsored by T. Rowe Price on May 13, 2021. JeanDunn, Insights Leader at T.Rowe Price, led a discussion on “Finding and Funding your ‘Why’”. Our speaker educated the group about various factors which inform our saving habits including gender norms, family backgrounds and generational influences. Regardless of what mindset a person possesses with relation to investing, finding your “why” can be a great motivator for helping you achieve your financial goals. The discussion was a great reminder to take ownership of your finances and to mentor the next generation in their financial journey.

Decorative Desserts Virtual Class

On April 13, 2021, the NE Ohio WiPN Chapter met virtually for an interactive tutorial on Decorative Desserts.  We worked with various pastel colors of melted chocolates to cover Oreos in a fun and artistic way.  Our demonstrator, Carla Gasser, lives locally in NE Ohio with her family.  She is the author of a book called “The Beauty of an Uncluttered Soul” and started an organization called Oasis with its primary goal of connecting women.  In addition to this, Carla creates custom Oreos for events ranging from graduation parties to weddings.  We took a break from the technical demands of our work-life to kick off 2021 with a sweet treat.    We had 20 attendees for this fun and relaxing event which was sponsored by Federated Hermes.

Mastering Your Highs & Lows

On October 20, 2020 the NE Ohio Women in Pensions Network chapter stepped out of our home and enjoyed the evening outdoors at High & Low Winery in Medina, OH. We explored individual wellness practices and stress management with Aneta Ardelian Kuzma, Integrative Nutrition Health Coach, Life and Executive Coach. Aneta shared practical solutions to taking control of our days by creating simple self-care routines including morning and evening rituals and meditation practice. The evening was especially powerful when Aneta talked us through a mediation experience. The noise of the traffic faded and the brisk air became more comfortable and warm.

Getting together also provided the opportunity to support the Greater Cleveland Food Bank. 132 pounds of non-perishable foods and personal hygiene items were donated. Thank you to our guests who bravely ventured out for a fantastic evening and supported our communities.

We extend a special word of thanks and greatly appreciate the support of Federated Hermes.

Wine Your Way Thru – October 11, 2019  N.E. Ohio Chapter

On October 11, 2019 the NE. Ohio chapter of WIPN got together for a fun night of networking and collaboration at Mapleside Farms.  Wine Your Way Thru proved to be a challenging and enjoyable night.  With the support of  Laurel Leonard of Trinity Pensions and Steve Silverman of American Century  (Our only male attendee) we began our wine tasting adventure on a hayride into a corn maze with wine or beer stations located throughout the maze.  We had the opportunity to exercise our exploration skills as we were treated to some fine wines and tasty beer selections.  While we may have separated or lost our way a few times as true representatives of our wonderful network, we made our way thru to the end and were rewarded with the last station’s chocolate wine…

We would like to thank our sponsors, Trinity Pensions and American Century for their continued sponsorship and commitment to our chapter.   We genuinely appreciate you and hope you had some fun as well as made some “Connections that Count!!   We would also like to thank everyone who attended… it was a great night.

We look forward to seeing all of you at our Holiday event December 5, 2019.


June 6, 2019 – Teamwork and Tribe featuring Marina Davis from CBIZ and the Cleveland Indians

The Northeast Ohio chapter hosted an amazing event. We started our evening networking and sharing some great food at the exclusive Foundation Room at Cleveland’s House of Blues.   We spent the next hour or so led by Marina Davis, Director of Talent Development at CBIZ, in a highly interactive discussion about being part of a team. We broke out into teams and she provided us with insight on how to be a better teammate. She gave us tools to use in our own situations to enhance our relationships with those we work with on our teams. Weather in business or our personal family teams we should now all be better team players! We then headed out to Progressive Field to watch the Cleveland Indians take on the Minnesota Twins.   It was a beautiful Ohio night and even though we did not win, a great time was had by all. Friendships were made as we watched the game, shared some stories and had a few laughs.

We would like to thank Marina Davis for her eloquent speaking and her creative demonstrative discussion on teams. Many thanks also to Joe Balestra from Victory Funds for providing access to the exclusive Foundation Room, and his sponsorship of this event. And a very special shout out to our generous sponsors Chris McAvoy with T Rowe, Ernie Lopez with Ivy Funds, Mark Glatley with JP Morgan, Mark Stevens from Hartford and Mike Konet from Transamerica.   Your support and participation are our foundation and we genuinely appreciate you!!

As Co-Chairs Angie and I would like to thank all who attended. Hope you made a few new “Connections that Count” and welcome all new members!

Working on some great things for the balance of this year! Please check back to see what’s next!

NE Ohio Evening Dinner Cruise

On September 12, 2018 the N.E. Ohio chapter of WIPN hosted an Evening Dinner Cruise on Lake Erie. About 30 Women in Pension Members and our generous sponsors celebrated the end of summer with a sunset cruise. We sailed on the Nautica Queen for a 2 ½ hour cruise. After a warm welcome as we boarded, we shared some great stories and opinions as we answered Ice Breaker questions with our Sponsors.  The buffet dinner exceeded our expectations, and after desert was served we watched the sun set on the city skyline while enjoying cocktails and dancing. A variety of WIPN members made many new “Connections that Count.” We would like to thank our Admiral Sponsors MFS and Principal; our Captain Sponsors American Century, Mass Mutual, John Hancock, Putnam, Oppenheimer, BlackRock and Federated; and our Lieutenant Sponsor National Associates. Co-Chairs Angie and Pam would like to thank everyone for coming and look forward to our upcoming Holiday Charity Fund raiser.  Details to follow….

WiPN Cruise Sponsors
September 12th Dinner Guests
Sept. 12th Cleveland Skyline
Sept. 12th After Dinner Drinks
Happy WiPN Cruisers
Dinner Cruise Sponsors
Cleveland Skyline at WiPN Cruise 2018
All Aboard the 2018 WiPN Dinner Cruise 2018 !

Personal Branding Event with Jill Slmoski

The N.E. Ohio chapter of WIPN held a Personal Branding event June 5th at Merwin’s Wharf. The Hartford’s Greg Seaver sponsored Jill Slomski, President of Niche Marketing. Jill and her team specialize in personal Branding, coaching, speaking, and team building.  She provided the N.E Ohio Chapter with personalized strategic personal branding plans and advised us that following the eight basic steps of personal branding will lead to a path of self-discovery, which includes in enhancing our strengths, communicating our value, attracting more clients, and reaping the benefits of effective networking.

Our group enjoyed her presentation and the great view off the deck of Merwin’s Wharf.  We provided the group with the latest information and tools from WIPN along with networking, some laughs, great food and drinks. We want to thank our sponsors, Chris McAvoy of T. Rowe Price, Ernie Lopez of Ivy Funds, Mike Demler of J.P. Morgan, B.J. Grassman of OneAmerica, Rebecca DeHainaut ofJohn Hancock, and Aaron Hassinger of Pimco.

Power Pose and Painting Event Recap

A huge THANK YOU to Mark Glatley from J.P. Morgan and Dave Kovacs from Voya Financial for sponsoring our creative,  fun event!  We genuinely appreciate their support and participation!   We are copying those who had hoped to attend as well, but couldn’t due to scheduling conflicts.  The attached pictures capture the true essence of the event — the fun, the inspiration, the laughs, and most of all – the meaningful networking connections that were made!  The Amy Cuddy Ted Talk had some great information for us all.

Be sure to check out  Amy Cuddy’s Power Pose Ted Talk which highlights how our body language dictates how we SHOW UP at meetings and presentations (both group and individual interactions).

Noteworthy Highlights from Amy Cuddy’s Power Pose Ted Talks:

  • Non-verbal behavior is a powerful form of communication: ie. expressions, posture, eye contact
  • People determine how strong, how confident, how knowledgeable, how likeable you are based on “how you show up” with your body language
  • Your audience will also predict a related outcome based on your non-verbal behavior (you’ll win or lose, they will or will not do business with you, they will or will not trust you to lead a key project……)
  • Slight physiological changes can make you feel more power or lead through a position of power (power poses require you to look more open or expansive)
  • Power Poses demonstrate that you feel a sense of victory, undeniable confidence or competence;  that you appear disinhibited and open to growth


WIPN N.E. Ohio harnesses gratitude!

The WIPN Northeast Ohio event was awesome!!  We had a holiday dinner at a local brewery “hot spot” called Market Garden Brewery.  It was a happy hour followed by a sit down family-style dinner with keynote speaker, Lisa Ryan.  Lisa spoke about Harnessing the Power of Gratitude through the Holidays and Beyond. It was an informal presentation with a lot of interaction among the women in attendance.  Everyone left with some great ideas on how to let gratitude help improve their lives.

Chapter Chairs

Jennifer Tanaka
Director of Compliance
Retirement (k)oncierge Group aka R(k)G
Email Jennifer

Christine Sivak
Cedar Brook Group
Email Christine


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