What to Expect

Service: Our aim is to provide you with a great service experience from beginning to end of the event. From registration to the Reception, we will do our best to go above and beyond for you.

Networking Opportunities: There will be ample time for you to network and converse with other senior leaders representing the many Bay Area organizations attending the event. 

Equipping: The heart of the event is to equip you as a leader to engage men and advance women in your organization. From the executive panel sharing emerging practices to expert speakers and small group learning opportunities, there will be many chances for you to learn and flex new skills.

Building Momentum: We design the event to be a refreshing time away filled with collaborative conversation, positive ‘real talk,' and planning – to help turn a new leaf for gender inclusion in your organization. Leaders walk away thinking 'we can do this.'

 

Sponsors

Lead Sponsor


Speakers

Paul Chiswell    Senior Director, Customer Assurance, Cisco  

Paul Chiswell

Senior Director, Customer Assurance, Cisco 

Moiré Rasmussen   SF Market Diversity & Inclusion Leader,     PwC      

Moiré Rasmussen

SF Market Diversity & Inclusion Leader,     PwC      

Chuck Shelton    Founder and Chief Executive Officer, Greatheart Consulting

Chuck Shelton

Founder and Chief Executive Officer, Greatheart Consulting

Richard H. Goldberg     Fellow, Distinguished Careers Institute, Stanford University

Richard H. Goldberg

Fellow, Distinguished Careers Institute, Stanford University

Mary Rosai     
  
 
  
    
  
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 SVP, Investor Services Client Experience, Charles Schwab & Co.

Mary Rosai

SVP, Investor Services Client Experience,
Charles Schwab & Co.

John Xu    Vice President, Actuarial & Analytics, CSAA Insurance Group

John Xu

Vice President, Actuarial & Analytics, CSAA Insurance Group

Mike Haydel     
  
 
  
   Senior Vice President, Middle Office Services, Charles Schwab & Co.

Mike Haydel

Senior Vice President, Middle Office Services, Charles Schwab & Co.

Christopher Ruhl    Director, Forensic Technology Solutions, PwC

Christopher Ruhl

Director, Forensic Technology Solutions, PwC

René L. Kim    Senior Vice President, Client Solutions, Charles Schwab & Co.

René L. Kim

Senior Vice President, Client Solutions, Charles Schwab & Co.

Rayona Sharpknack    CEO and Founder, Institute for Gender Partnership    

Rayona Sharpknack

CEO and Founder, Institute for Gender Partnership

 


Agenda

+ How will the afternoon begin?

After checking-in, you can head over to the auditorium to find a seat and network with other leaders if you choose. From there, Rene Kim, Vice President at Charles Schwab, will open the session, and then Chuck Shelton, CEO of Greatheart Consulting, will frame the collaborative learning for the day, set ground rules, and speak to outcomes.

12:00pm  Check-in Opens

1:00pm    Forum Begins, Welcome and Introduction

1:15pm    A Frame for Ally Development & Reciprocity

+ What can I expect from the Executive Panel?

You can expect to hear answers to the questions below. These answers will include emerging practices and practical experiential learning from our executive panelists. Also, near the end of the panel session, there will be a time of open mic Q&A. The moderator for the event will be Betsy Myers, Founding Director of the Center for Women in Business at Bentley University.

  1. What’s at the heart of this work for you personally, engaging men to advance women in your organization?

  2. Why are men as allies crucial for your business?

  3. What gets in the way of advancing women in business? What can male leaders do about these barriers and challenges?

  4. What are some simple ways you engage men as allies with women?

  5. What challenges do you encounter as you engage men, and how are you overcoming these difficulties?

  6. How can we inspire other leaders to join us in engaging men as allies with women at work?

1:35pm     Executive Panel

2:35pm     Break

 

+ How will the discussions work?

After the break, the focus of the event will move to several types of discussion-based learning opportunities. The first is gender-based small groups where men and women will meet in separate areas to discuss the questions below. After the gender-based small groups, the men and women will reconvene at the auditorium tables to discuss their learning in mixed-gender groups. Then, after the table learning discussions, there will be a time of report outs on learning and open mic Q&A led by Betsy.

Gender-Based Breakout Questions:

In order to engage male leaders as allies for the advancement of women in the organization:

  1. How should men influence their male peers?

  2. What changes in culture and policy must be made?

  3. What should women do to signal and build reciprocity with male colleagues?

2:50pm    Gender-Based Breakout Discussions

3:20pm    Table Learning Discussions

3:35pm    Group Learning Reporting and Q&A

+ How will the afternoon end?

The last third of the day will be filled learning recaps from a diversity of perspectives. First off, Rich Goldberg, a Fellow at Stanford University, and Rayona Sharpknack from the Institute for Gender Partnership, will share their reflections from observing the day. Nancy Mace, a Senior Consultant at Greatheart Consulting, in her role as Forum ‘Scribe’ will follow them to offer her thoughts on the day’s themes (which will be written up and distributed to all participants). Then, there will be an opportunity for all leaders to apply their learning by using a provided planning tool to spur post-Forum action. After that, Betsy will share takeaways for the group and Chuck will close the session. Last, there will be a networking reception to cap the evening with some food and drinks.

4:20pm     Reflective Comments

4:30pm     Individual Action Plans

4:40pm     Key Takeaways

4:50pm     Closing Comments

5:00pm     Session Ends & Reception Begins

6:00pm     Reception Ends


Logistics

Event Date & Time

Monday, June 6, 2016. 1:00 - 6:00pm.

Venue

The San Francisco Forum is hosted by Lead Sponsor, Charles Schwab, at The Schwab Center in downtown San Francisco (211 Main Street, San Francisco, CA 94105).

Travel/Directions

The nearest airport to our venue is San Francisco International Airport (20-25 minutes away by car; no traffic).

 

Parking

Here are a few of the closest parking garages to our venue:

Place 2 Park Lot (260 Spear St, San Francisco, CA 94105)

  • 415-776-6300 | 7:00 AM until 9:00 PM | $17.00/12 hrs | 160 spaces

ABM Parking Services Underground Garage (188 Spear St, San Francisco, CA, 94105)

  • 415-543-6027 | 7:00 AM until 7:00 PM | $25.00/24 hrs | 50 spaces

Rincon Center Underground Garage (121 Spear St, San Francisco, CA, 94105)

  • 415-882-9468 | 6:00 AM until 9:30 PM | $30.00/max

Refreshments

Various light meal items, coffee, tea, and water will be provided during the Forum. At the reception following the event, hors d’oeuvres with vegetarian and gluten-free options, as well as beer, wine, and non-alcoholic drinks will be served. Please note that lunch will NOT be served.

Attire

The dress code for this Forum is business casual.