activities · 22
what they do
direct service · 14
- Annual National Conference Industry Conference & Networking EventsHosts an annual national conference for professionals in the insurance and financial services field, enabling members to share best practices, learn, collaborate, and network.
- Facilitates member networking Women's Trade Professional DevelopmentProvides structured networking opportunities including monthly meetings, virtual chapter meetings, book clubs, and social media connections to foster community among women in insurance and financial services.
- Hosts annual national conference Industry Conference & Networking EventsOrganizes an annual National Conference for professionals in the insurance and financial services field, featuring expert speakers, networking opportunities, and interactive sessions to share best practices and foster collaboration.
- Hosts professional development webinarsOffers monthly live webinars for education, professional development, and peer-to-peer connections, and maintains an archive of past webinars accessible to members.
- Industry Job Board Industry-Specific Equipment and Job ListingsOperates a job board for members to browse job openings, post positions, and connect with professionals in the insurance and financial services industry.
- Industry Publications Member Newsletter & Magazine DistributionProduces the AdviseHER eMagazine and LeadHER blog to share expert insights, industry updates, and information on leadership, technology, and professional development with members.
- Local Chapter Events and Education Professional Association Chapter ProgrammingFacilitates local education and events through 20 active regional chapters and 5 aspiring chapters across the United States, including monthly meetings, networking events, and pop-up meetups.
- Local Chapter Events and Education Professional Association Chapter ProgrammingFacilitates local education and events through 20 active regional chapters and 5 aspiring chapters across the United States, including monthly meetings, networking events, and biannual chapter events.
- Online Networking and Directory Member and Industry Directory ServicesFacilitates networking among members through social media platforms and an online national member directory.
- Online Networking and Directory Member and Industry Directory ServicesFacilitates networking among members through social media platforms and an online national member directory, fostering connections within the industry.
- Operates a member job board Industry-Specific Equipment and Job ListingsRuns a job board that allows members to browse job openings, post positions, and connect with professionals in the insurance and financial services industry.
- Professional Development Webinars Professional Webinar & Workshop SeriesOffers live professional development webinars for members and maintains an archive of past webinars, providing education, support, and peer-to-peer connections.
- Publishes industry content via eMagazine and blog Member Newsletter & Magazine DistributionProduces the AdviseHER eMagazine and LeadHER blog to share expert insights, leadership strategies, technology trends, and professional development resources with members.
- Supports regional chapters and local events Professional Association Chapter ProgrammingFacilitates local education and networking through 20 active regional chapters and 5 aspiring chapters across the United States, hosting regular meetings, pop-up events, and retreats, including monthly and biannual chapter gatherings.
capacity building · 8
- Facilitates mentorship program Mentorship Program Development & SupportRuns a mentorship program that connects members as mentors and mentees to support personal and professional growth.
- Leadership Development OpportunitiesProvides leadership development opportunities by enabling members to join national or chapter boards, lead task forces, or apply as speakers.
- Leadership Development OpportunitiesProvides leadership development opportunities by enabling members to join national or chapter boards, lead task forces, or apply as speakers, fostering growth within the organization and industry.
- Member Recognition Programs Professional and Organizational Achievement AwardsRecognizes member achievements through programs such as the Circle of Excellence and Woman of the Year, highlighting contributions within the insurance and financial services industry.
- Member Recognition Programs Professional and Organizational Achievement AwardsRecognizes member achievements through programs such as the Circle of Excellence and Woman of the Year, highlighting contributions to the industry.
- Mentorship Program Mentorship Program Development & SupportRuns a mentorship program that connects members as mentors and mentees to support personal and professional growth within the industry.
- Provides leadership development opportunitiesOffers members pathways to develop leadership skills by serving on national or chapter boards, leading task forces, or applying to speak at events.
- Recognizes member achievements Professional and Organizational Achievement AwardsHighlights member accomplishments through recognition programs such as the Circle of Excellence and Woman of the Year, celebrating leadership and professional success in the industry.
strategies · 12
how they think
Theories of action extracted from this org's own source material. Click any to see the full field of orgs running the same approach.
- Community Building and Networking for Professional Support networking_and_community_supportThe organization fosters a supportive peer network and community for women in financial services through regular networking events, local chapter meetings, and opportunities for connection. This approach aims to reduce isolation, facilitate knowledge exchange, and support professional growth and engagement.
- Cultural Change and Advocacy for Industry Inclusivity cultural_change_advocacyThe organization actively works to change the corporate culture within the insurance and financial services industry. This involves advocating for a more welcoming, inclusive, and appreciative environment for women's talent and skills, aiming for systemic change.
- Hybrid National-Local Model for Program Delivery hybrid-national-local-modelThe organization combines national consistency with local flexibility by providing centralized resources and guidance to chapters while empowering them to address community-specific needs. This model supports professional growth through a national network and localized program delivery.
- Hybrid National-Local Model for Resource Distribution and Engagement hybrid-national-local-modelThe organization combines national consistency with local flexibility by providing centralized resources and guidance to chapters while enabling them to address community-specific needs. This model supports professional growth through a national network and localized programs, fostering inclusive participation across diverse geographies and career stages.
- Hybrid National-Local Network and Community Building hybrid_national_local_modelThe organization supports professional growth and community engagement through a hybrid model that combines national resources and consistency with local chapter flexibility. This approach fosters a supportive peer network, facilitates knowledge exchange, and provides opportunities for networking and leadership development, while also removing geographic barriers to participation.
- Inclusive Practice and Cultural Change Advocacy inclusive_practice_and_cultural_changeThe organization actively works to change the corporate culture within the insurance and financial services industry to be more welcoming, inclusive, and appreciative of women's talent and skills. It provides tools, opportunities, and support to women in traditionally underrepresented fields, viewing inclusion as an ongoing practice.
- Inclusive, Member-Driven Engagement and Growth inclusive_member_driven_growthThe organization prioritizes inclusive participation by removing geographic barriers and engaging members across all career stages. Growth is fostered through member-driven outreach, personal invitations, and relationship-based connections, ensuring a broad and diverse professional community.
- Member-Driven Growth and Inclusive Engagement member-driven_inclusive_growthThe organization relies on member-driven outreach and personal invitations to foster growth through meaningful, relationship-based connections. It also focuses on removing geographic barriers and creating inclusive participation opportunities across career stages to support organizational growth and ensure that women in underrepresented industries receive the necessary tools and support.
- Mentorship and Strategic Partnerships for Career Growth mentorship_and_strategic_partnershipsThe organization facilitates career advancement by operating a mentorship program that connects experienced professionals with those new to the industry, enabling knowledge sharing and career progression. It also fosters strategic partnerships across various fields to innovate and empower women in the financial and insurance industries.
- Professional Advancement and Advocacy for Women in Financial Services professional-advancement-and-advocacyThe organization advances women in the financial services industry by actively attracting, developing, and advocating for them, aiming to create a more inclusive and equitable professional landscape. This includes providing professional development, mentorship, and opportunities to increase income and career enjoyment.
- Strategic Partnerships and Cross-Industry Collaboration strategic_partnershipsThe organization fosters strategic partnerships with professionals across various fields, including insurance, financial services, legal, accounting, and consulting. This collaboration aims to innovate and empower women in these industries by leveraging diverse expertise and networks.
- Strategic Partnerships for Industry Innovation and Empowerment strategic_partnershipsThe organization fosters strategic partnerships with professionals across various fields (insurance, financial services, legal, accounting, consulting) and all ages to innovate and empower women in these industries. This collaborative approach aims to change the global corporate culture to be more welcoming, inclusive, and appreciative of women's talent and skills.
named programs · 4
what they call their work
Education Webinars
Offers live professional development webinars led by national experts for members.
Job Board
Resource for members to find job opportunities and connect with potential employers.
Mentorship Program
Facilitates personal and professional growth by pairing mentors with mentees in the industry.
National Conference
Annual event for members to share best practices, learn, and collaborate.
relationships · 7
who they work with
- AdviseHER Partner — eMagazine partner providing industry insights and content for members.
- Christy Aleckson Partner — National President of WIFS in 2026, providing leadership and advocacy for the organization.
- LeadHER Partner — Blog partner offering expert insights on leadership, technology, and professional development.
- WIFS National Network — Alaska Chapter operates as a regional chapter under WIFS National.
- WIFS National Network — Collaborates with WIFS National and other WIFS chapter members.
- WIFS National Network — Northern California Chapter operates under WIFS National and directs membership inquiries to the national organization.
- WIFS National Partner — Members contact WIFS National to join the Gold Coast chapter.