An ILA Leadership Perspectives Webinar

Women’s Financial Leadership: Achieving Financial Literacy and Wellbeing

Presenters: Christina Cutlip, Christina Proscia, and Carolyn Stefanco

Date: 21 May 2020

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With the arrival of COVID-19, the financial pressures facing women have magnified the need to improve their financial literacy and achieve financial wellbeing. Join this conversation to learn more about the latest trends that are impacting financial wellness and hampering gains in financial literacy among women, including efforts to teach women about these topics on college campuses, and new data on the gender impact of the COVID-19 pandemic. Learn about the ways your peers are addressing the unique financial needs of women of all ages, and helping them prepare for their long-term financial future, even during these uncertain times. Hear more about solutions from TIAA including objective financial advice and guidance to help women define their goals, evaluate their progress, and feel confident taking action, along with ways that TIAA partners with organizations and institutions of higher education to promote financial wellbeing for women.

Despite the pandemic, 2020 remains the right time to improve long term financial outcomes for women – once and for all. While aimed at supporting women’s financial leadership, this webinar is appropriate for anyone interested in the topic of financial wellbeing.

What will participants learn or gain from attending the webinar?

  • The impact of the COVID-19 pandemic on women’s finances
  • Trends related to women’s financial literacy
  • Ways that colleges and universities are teaching women about financial literacy
  • Steps suggested for financial planning
  • Best practices on engaging with financial planners and advisors.

Speaker Information

Christina Cutlip headshot

Christina Cutlip is a Senior Managing Director for the Institutional Financial Services division of TIAA (www.tiaa.org), a Fortune 100 financial services organization. She is the head of the Client Engagement & National Advocacy team, which is responsible for expanding relationships with industry and government associations, while also focusing on client engagement. In 2011, Christina was recognized as TIAA’s Working Mother of the Year by Working Mother magazine and received an Outstanding Volunteer Award in 2016 from The Council of Independent Colleges (CIC) State Fund Network for her contributions to higher education. She was appointed by the Secretary of Labor to the Department of Labor ERISA Advisory Council for a three-year term from 2013 – 2016. Christina is on the board of The Council of Independent Colleges (CIC), and chairs the board of Almasi Collaborative Arts, a non-profit organization that strives to create and facilitate artistic collaborations between African and American artists and American artistic institutions. She serves on the board of retirement healthcare provider Emeriti, and on the advisory councils of WISER and ERIC. Christina earned a B.A. in Economics from Grinnell College, an MBA from Regis University and a PhD in Organizational Leadership from Northcentral University. As a FINRA registered representative and principal, she holds Series 7, 24 and 51 licenses while maintaining accident, health, life and variable annuity licenses. Additionally, Christina has obtained the Certified Employee Benefits Specialist (CEBS) professional designation.

Christina Proscia is a Senior Managing Director for the Financial Solutions division of TIAA (www.tiaa.org), a Fortune 100 financial services organization. The company is a leading provider of asset management and retirement services for the academic, research, medical, and cultural fields. Christina is the head of our Northeast team, which serves many of TIAA’s largest clients in Connecticut, Massachusetts, Maine, Michigan, New Hampshire, New Jersey, New York, Rhode Island, and Vermont. These teams serve all clients excluding healthcare clients and clients with less than $10M AuA. Christina, who brings over 29 years of leadership in the financial services industry, was most recently the Senior Managing Director for the Key Markets region of Institutional Solutions and Relationships. Prior to that, Christina served as Regional Vice President for the employer retirement markets at Lincoln Financial Group and was responsible for the management of pension service and sales for the Northeast division. She has also held positions at both UNUM Provident and Monarch Resources. Christina earned a bachelor’s degree from New York University and her MBA from Pace University. As a FINRA registered representative, she holds her Series 7, 63 and 24 licenses while maintaining life, accident, sickness & health, and variable annuity licenses. Additionally, Christina has obtained the Certified Employee Benefits Specialist (CEBS) professional designation from the Wharton School of the University of Pennsylvania and is pursuing her Certified Financial Planner designation. Christina also served as a leadership council member at the Athena Center for Leadership Studies and is currently serving as a member of the finance committee for the Boothbay Region Land Trust.

Carolyn-F.-Stefanco-headshot

Carolyn J. Stefanco is completing her sixth year as president of The College of Saint Rose, which she joined after serving as vice president for academic affairs at Agnes Scott College in Atlanta, Georgia, and after twenty years in the California State University as a founding dean, department chair, program director, and tenured full professor. As a first-generation college student, she is a lifelong advocate for student success, and Saint Rose has invested in numerous mentoring and leadership programs. In recognition of her accomplishments, she was recently awarded a Helen Gurley Brown Genius Grant, and the College was invited to join the BOLD Women’s Leadership Network and given grants of $2.1 million to benefit diverse women student leaders. The senior cohort of BOLD Scholars live in the Michelle Cuozzo Borisenok House, which is also home to the new Women’s Leadership Institute. The renovation of this building was made possible by a $1.2 million gift. Carolyn is a board member of the International Leadership Association, the National Association of Independent Colleges and Universities, Albany Medical Center, and Hearst’s Women@Work. She also serves on the American Council on Education’s Women’s Network Executive Council. She just completed her service as a trustee and board chair of the American University in Bulgaria. Carolyn earned a Ph.D. in history from Duke University, an M.A. in women’s history from Binghamton University, and a B.A. in history and a women’s studies certificate from the University of Colorado at Boulder.