Women’s Initiative

What is the FPA Austin Women’s Initiative?  It is our newest program of educational networking events designed to promote gender diversity within the financial planning industry.  The goal of the program is twofold: 1) support and equip women with resources and best practices to help them with career advancement, skills training, and client management, and 2) create greater awareness and understanding about the different challenges and biases that women face in the workplace.  If you are interested in learning more about this initiative, please contact us at [email protected].

Margaret Casey & Tasha Rock
FPA Austin Directors


Wednesday, November 18, 2020 ~ 12:00 – 1:00 pm
Leader-2-Leader: How to Grow Human Capital Faster by Leading Internally
Angie Herbers, Chief Executive, Herbers & Company


Past Events:

Wednesday, September 25, 2019 ~ 8:30 – 10:00 am
Women’s Initiative with Libby Cantrill, PIMCO
PIMCO’s office at 401 Congress Avenue, Suite 2200 (22nd Floor), Austin, TX 78701

August 6, 2019 ~ 11:30 am – 1:00 pm
Women and Technology
Private lunch with Neesha Hathi

June 19, 2019 ~ 11:30 am – 1:00 pm

Building Stronger Relationships with Women
Ashley Ilardo, Senior Associate with Dimensional
Offices of Dimensional Fund Advisors
6300 Bee Cave Rd, Building One, Austin, TX 78746

Wednesday, March 20, 2019
Private Dinner with Meredith Jones
Gender Diversity in Investment Management
Seating limited to 15 attendees
Sponsored by Fidelity

Thursday, August 13, 2020 ~ 12:00 – 1:00 pm
Gender and Investing
Ashley Ilardo, Regional Director, Offices of Dimensional Fund Advisors

September 17, 2020 ~ 12:00 – 1:00 pm
Olivia Albrecht, Executive VP, ESG Strategist