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WITI Webinars

WITI Webinars are FREE for all of our members, and non-member pricing is also available. We offer multiple webinars to take advantage of each month and our members also have access to recordings and materials from past webinars. Details of our current offerings follow:

Lean In To Retirement

Tuesday, May 20, 2014
12-1PM PT (3-4PM ET)  |  FREE for WITI Members ($50 Nonmembers)

Presenter: Kim Gaxiola, CFP®, Owner, Tech Girl Financial

5 Ways to Apply Sheryl Sandberg's "Lean In" Philosophy for your retirement plans.

Sheryl Sandberg's bestselling book, "Lean In: Women, Work, and the Will to Lead" has been a hot topic since its release in March 2013 for its message of empowering women in their careers and personal lives. Now it's time to apply "Lean In" to your retirement plans.

Come listen to the 5 ways you can apply Sandberg's philosophy to work and concurrently "Lean In" to your retirement goals. If you feel your retirement assets may have suffered from some leaning back in the past…it's not too late, lean in to your retirement!

Speaker, educator, CERTIFIED FINANCIAL PLANNER™, and a big fan of women in technology, Kim's mission is to provide financial education that makes professionals and employees more comfortable making important financial decisions. Combining corporate benefits and individual assets employees accumulate in a consolidated plan, where job changes are frequent is her passion.

Living in Silicon Valley, Kim's focus is to serve women in technology, eliminating one of the many stressful tasks women find themselves responsible for in securing their financial future. Kim has been recognized in the financial services industry as an early adopter of social media tools - having been profiled on CNBC.com, Advisor Websites, Registered Rep magazine, and others. In addition she has appeared in various industry webinars sharing ideas on best practices for enhanced client relationships and engagement using social media.

Determined to make a difference in the lives of her clients and community, Kim has continued to provide a personalized level of service and attention to her clients reminiscent of an older time. Ironically her investment methods are anything but traditional. Using a combination of relative strength sector analysis, technical analysis, and dynamic asset allocation, Kim provides objective, independent, and timely financial advice and guidance with the highest level of professional service.

Kim holds a bachelor's degree in Economics from the University of California, Los Angeles (UCLA). In 2008 she received the CFP® designation, and last year served as a subject matter expert for the College of Financial Planning board as an item writer for the CFP® examination. Prior to becoming a financial advisor, she specialized solely in the retirement plans industry and set up numerous 401(k) plans for small technology companies in the Bay Area.

TechGirl Financial, 305 Vineyard Town Center, #369, Morgan Hill, CA 95037. 800-584-3652 kim@techgirlfinancial.com

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research, Inc. a Registered Investment Advisor. Gaxiola Financial Group and Cambridge are not affiliated.

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Connecting at the Top: The Laws of Power Relationships

Thursday, June 5, 2014
12-1PM PT (3-4PM ET)  |  FREE for WITI Members ($50 Nonmembers)

Presenter: Andrew Sobel

Everyone is familiar with the scientific laws that govern the behavior of the physical world. There are also laws that determine whether your relationships with your clients, colleagues, and even friends will thrive or wither. These relationship laws are unseen but powerful. When you align with them, the results are dramatic. Your network will grow rapidly. You'll be seen by clients as a trusted partner rather than an expense to be cut. And your colleagues will be eager to help you when you need something from them.

During this webinar, Andrew will review a series of powerful relationship laws that will help you:

- Identify the "critical few" relationships that you need to thrive
- Position yourself as part of your client's growth and profits, rather than a cost to be managed
- Access and build relationships with senior executives and key influencers
- Empathize with others and understand their motivations, hopes, and fears
- Create greater intimacy and rapport through emotional resonance
- Be perceived as a person of interest that senior executives want to spend time with

Andrew Sobel is the leading authority on client loyalty and the ingredients of enduring business relationships. He is the author of eight acclaimed, bestselling books, including Power Relationships, Power Questions, All for One, and Clients for Life, which have been translated into more than ten languages. He has advised many of the world's leading public companies and professional service firms, including Citigroup, Ernst & Young, Cognizant, Deloitte, Hess, Bain & Company, Booz Allen Hamilton, Experian, and many others. Andrew was a senior vice president and Country Chief Executive for Gemini Consulting, and for the last 18 years has led his own international consulting firm.

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The Entrepreneurial Mindset in the Corporate World – 6 Ways to Find an Unexpected Edge in a Competitive Marketplace

Wednesday, June 25, 2014
12-1PM PT (3-4PM ET)  |  FREE for WITI Members ($50 Nonmembers)

Presenter: Tom Panaggio

Today's highly competitive marketplace requires that we continually move forward or face a downward spiral toward mediocrity. As a business leader, vice-president, manager, or supervisor the challenge to meet the competition and survive, demands we return to the fundamental principles of an entrepreneur's mindset. But operating in a corporate environment with its layers of bureaucracy, formalities and risk aversion presents a formidable obstacle in this transition.

In this informative webinar, entrepreneur and author Tom Panaggio will outline 6 ways to develop the Entrepreneurial Mindset regardless of whether you are a part of a large, multi-national organization or a start-up. Tom will show you how success happens when you identify a worthy risk and then have the courage to embrace it. He will cover the following topics:

- Change our view of risk and its role in developing opportunities
- Create a non-stop flow of innovation and creativity
- Empowerment with entrepreneurial self-expression
- How do you find the competitive edge?
- The Winner's Framework for Success
- Standing in your own line and building value

Tom Panaggio is the author of The Risk Advantage - Embracing the Entrepreneur's Unexpected Edge and has enjoyed a 30 year entrepreneurial career as cofounder of two successful direct marketing companies. Tom has been an entrepreneur his entire career and therefore can give a true perspective on starting and running a business. His practical approach to business concepts and leadership is grounded in the belief that success is the result a commitment to embracing risk as a way to insure opportunity.

In 1983 he cofounded Direct Mail Express (DME) in Daytona Beach, Florida with his brother Mike and sister Kathy. DME has always been on the leading edge of marketing technology and is still recognized as an industry leader in personalized digital marketing.

As CEO of RME, Tampa, FL he lead a company which created the most effective lead generation program in the financial services industry. RME revolutionized financial services marketing with its Seminar Success program, a marketing system that created billions in sales for their clients.

Originally from Rochester, NY, Tom is a 1980 graduate of St Bonaventure University and lives in Tampa, FL with his wife Shemi. When he's not speaking or advising entrepreneurs and businesses, Tom is an active sports car racer.

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Culture Without Accountability – WTF? What’s The Fix?

Wednesday, July 16, 2014
12-1PM PT (3-4PM ET)  |  FREE for WITI Members ($50 Nonmembers)

Presentes: Julie Miller and Brian Bedford

Is lack of accountability limiting your organization's success? Do any of the following "accountability killers" exist in your team?

- Feedback doesn't exist
- Committing to do something, but not following through
- Taking credit for someone else's contribution
- Blaming others
- Hoping someone else will fix the problem

If so, Julie and Brian can help you! In this webinar, they will share "The Good, The Bad and The Ugly of Accountability". It all starts with strategy. They will discuss:

- The top accountability killers that impact organizations
- How to install an accountability-based culture and make it stick
- How to create a one-page strategy statement
- The benefits of an accountable culture
- The "how to" on feedback
- Their four step process for creating a culture
- How to use the SIS Feedback Process to increase accountability

In 2001, drawing on their respective years of experience in senior global leadership at Motorola, Julie Miller and Brian Bedford joined forces to establish MillerBedford Executive Solutions. MillerBedford helps businesses and organizations improve strategy, culture, and leadership, and their clients actually have fun in the process!

Julie Miller and Brian Bedford are coauthors of Culture Without Accountability—WTF? What's The Fix? A book full of real life stories of what accountability looks like, and what can go wrong in its absence. When businesses, families, or individuals decline to be accountable for their actions and decisions, the results can be devastating. Businesses can fail, relationships falter, and reputations shatter. This book offers a proven process for installing an accountability-based culture, a platform for success in business and in everyday life. For more information, please visit www.millerbedford.com.

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Preparing for the Ask: Negotiating Employment Offers, Raises/Promotions & Severance Packages

Thursday, July 31, 2014
12-1PM PT (3-4PM ET)  |  FREE for WITI Members ($50 Nonmembers)

Presentes: Karen Berntson, Esq., Principal, Berntson Law

With 40% of women now the primary breadwinners in their households, it is more important than ever for women to think strategically about their careers. While every person's career is unique, there are common professional milestones for many – from negotiating an offer of employment to asking for a promotion or a raise. Some may find themselves in a situation where they have to negotiate a severance agreement. Others may want to strike out on their own and start a business. While there is no one-size-fits-all approach to negotiation, there are key issues to consider at each stage of employment. Led by an attorney who specializes in employment issues, this webinar is designed to highlight the key compensation and non-compensation issues to consider at each of these stages.

Recognizing that working professionals invest a lot of time and energy to build successful careers, Karen Berntson started her firm (www.berntsonlaw.com) so that professionals would have access to a trusted advisor when making important career decisions. Karen, who specializes in employment and labor matters, has spent 15 years advising working professionals on the career decisions that matter most-like negotiating salary, benefits, and severance packages.

Karen received her law degree from the University of San Francisco School of Law. After school, she joined the law firm Bell, Rosenberg & Hughes LLP in Oakland, where she represented individuals, corporations and public entities. Karen later represented employees and unions at the law firm Davis & Reno in San Francisco before starting her own law practice. Prior to starting her law career, Karen worked in Washington, DC, on the legislative staff for Senator Barbara Boxer.

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  Previous Webinars

 Past Webinar Recordings

Upcoming Webinars

Lean In To Retirement
Begins May 20

Connecting at the Top: The Laws of Power Relationships
Begins Jun 5

The Entrepreneurial Mindset in the Corporate World – 6 Ways to Find an Unexpected Edge in a Competitive Marketplace
Begins Jun 25

Culture Without Accountability – WTF? What’s The Fix?
Begins Jul 16

Preparing for the Ask: Negotiating Employment Offers, Raises/Promotions & Severance Packages
Begins Jul 31

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About WITI

Founded in 1989, WITI is the nation's leading trade association for professional, tech-savvy women committed to using technology, resources and connections to advance women worldwide. With a global network of smart, talented women and a market reach exceeding 2 million, WITI has established powerful strategic alliances and programs to provide connections, resources, and opportunities within a supportive environment of women committed to helping each other. WITI's mission is to empower women worldwide to achieve unimagined possibilities and transformations through technology, leadership and economic prosperity.