Several times throughout the year, WIFS Portland Metro publishes a newsletter highlighting issues, events and information important to our members.  

Below is a excerpt from the full current issue.

August 2011, Issue 6

For the full issue, click here.

National Conference October 20-22, 2011
Portland Oregon

We have been anticipating this for a year, and it is almost time for the WIFS National Conference to be held October 20-22nd at the Hilton Portland and Executive Tower. The theme this year is Cultivate Your Career - Grow Your Legacy. Whether you are new to the financial services industry or a seasoned professional, you can never stop cultivating your career. At the WIFS National Conference, you will find the tools, the education, colleagues and community to keep your business exciting and flourishing.

As successful financial professionals, we all know that the most important ingredients in growing and improving our businesses are the relationships that we develop. This is a wonderful opportunity to experience this vibrant community of women who are excited to talk about their careers and to share ideas.

We will have the opportunity to share with other industry professionals what is so great about Portland and especially what makes our chapter shine!

Friday's Keynote Address features Ann Schatz, who will speak on "Leaving a Legacy From the Inside Out". Ann is a widely known sports broadcaster, speaker and entrepreneur. Her broadcasting career spans over two decades and her imprint on national and international broadcasting is impressive.

Saturday's Closing Keynote Address showcases Kelly Corrigan, who will speak on "The Power of Women - Legacies of Love, Laughter and Sisterhood". Kelly was a happily married mother of two young daughters when she discovered a cancerous lump in her breast at age 36. While undergoing treatment, she learned that her beloved father had late stage cancer. As her life turned upside down, all at once she became the cared for and the caregiver. Her best-selling book, The Middle Place, reveals how she became a woman who took the leap and grew up.

Educational Sessions will include these and more:

"Pay It Forward Pays Off - Connecting Communities and Corporations via YOU!"
Speaker - Ann Schatz

"Tax Strategies for Business Growth"
Speaker - Mary Strasdin, CPA and tax consultant

"Better Scripting for Better Results"
Speaker - Gail Goodman, financial industry phone expert

"Top Ten Reasons Agents Fail at Phoning"
Speaker - Gail Goodman, financial industry phoning expert

"Using Social Media, Growing Your Profile"
Speaker - Kristin Andree, certified trainer and master coach


General Sessions will feature:

"Cultivating the Brand in You!"
Speaker - Ronald Williams, nationally recognized speaker and trainer

"Economic Updates Via the Eye of the Industry"
Speaker - Dr. Quincy Krosby, chief marketing strategist for Prudential Annuities

To register online visit www.wifsnational.org/conference.

Be sure and register before September 1, 2011. Registration until that date is $475 and then the registration goes to $575.

The WIFS Chapter Directory is OUT!


After much anticipation our Membership Directory is out and available. Please check the directory when you need to make referrals with your clients. The Directory is also a wonderful tool in developing the strategic partnerships that are so vital in our businesses. As members you received a copy via email in early July. If you need another copy or have corrections/changes to your profile, please contact membership at: Membership Committee

Chapter Sponsorship Update


Your Sponsorship Committee is hard at work developing our sponsorship packages for 2011 which should be ready within the next few weeks. Being an integral part of the organization benefits your company in so many ways - exposure to referral partners and potential associates, ability to advertise your company at events, discounts, and just being a part of such a thriving organization.

Here is what a few of our sponsors have said about their sponsorships:

"The Principal Financial Group is proud to support the WIFS Metro organization. Our sponsorship has allowed our business center associates to network, gain knowledge and build strong relationships with successful women in the community. We are happy to be part of the WIFS Metro family!" - Principal Financial Group

"Sponsoring WIFS has been an honor and a reward. Being amongst such an inspiring group of women within the community is empowering and highly beneficial to our business." - AXA Advisors


Our organization could not function at the level that we do without our much appreciated sponsors. In September, we will begin contacting potential sponsors for next year. If you feel your company might be interested in sponsorship, please contact Lane Albert at 971-275-7787. Our spots fill up very quickly and we would love to have your company join us!


Previous Issues:

March 2009 Issue 1

June 2009 Issue 2

August 2009 Issue 3

June 2010 Issue 4

April 2011 Issue 5

Your Chapter Marketing Committee:

Maia Chase, Chair, Web and Technology, PR Coordinator
Lane Albert, Newsletters
Patti Sturgill, Social Media

National Newsletters


The May - June 2011 newsletter features:

  • The latest National Conference details
  • Award Nominations Updates
  • Member Survey Results
  • Career Corner: "You're as Good as You're Brand"
  • New Member Welcome

Click here for the May - June 2010 National WIFS Newsletter.

For previous issues: click here

(You must login to view newsletters.)