Feds Come Knocking

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Webinar Series: Your 2019-2020 “CEO Conversation” Best Practices for Protecting Financial Advisors, in the Event the Feds Come Knocking. Ms. Samiere currently serves as the Owner and CEO of Read more

Category : Educational Advancement

Tags : Carolyn Samiere, Dartmouth College, San Francisco, Webinar

UFSC Strengthens Leadership Team

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Walter Brown, Jr. has been appointed Chairperson of the Urban Financial Services Coalition’s Multiple Strategies Working Committee.  In this capacity, Walter will serve on the UFSC’s National Board of Read more

Category : Board, Highlight, News

Tags : Leadership, Leadership Team, Multiple Strategies Working Committee, San Francisco, Walter Brown Jr.

Jason Matthews – Million Dollar Round Table

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Matthews Achieves Membership in MDRT MDRT membership is exclusive to world’s leading financial professionals PARK RIDGE, Ill. – Jason Matthews of Oakland, California has qualified for membership in the Read more

Category : News

Tags : Jason Matthews, MDRT, Oakland, San Francisco

BEAM – Damita J. Barbee

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DAMITA J. BARBEE Black Education Awareness Month “Know the past, shape the future”   Damita J. Barbee is a Senior Consultant with D. Barbee & Associates, an event planning Read more

Category : Highlight, News

Tags : BEAM, Damita Barbee, San Francisco

UFSC participates with Federal Home Loan Bank of San Francisco research

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Professional Development: Urban Financial Services Coalition Multiple Strategies Working Group (UFSCMSWG) was invited to engage in a research project in 2017 involving the $100 Billion Federal Home Loan Bank Read more

Category : News, Professional Development

Tags : Federal Home Loan Bank, Research, San Francisco, Walter Brown Jr.

The Greet

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The Urban Financial Services Coalition San Francisco Bay Area Chapter had a fabulous mixer event Friday evening, November 10, 2017 in San Francisco. The event was titled: “The Greet”! Read more

Category : Events, News

Tags : Jason Matthews, Jasper Smith, Nicole Middleton, Paula J. Harrell, San Francisco, The Greet

San Francisco Chapter – 10th Annual Economic Summit

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These kinds of high impact discussions ONLY happen face to face. If you don’t know, you DON’T know. Space limited. RSVP at https://www.eventbrite.com/e/urban-financial-services-coalition-10th-annual-economic-summit-tickets-22671658541 Federal Reserve, Securities Exchange Commission, Parnassus, Read more

Category : Events, Meeting, News

Tags : Abby-Gail Chaffatt, Carolyn Samiere, Chapter, Economic Summit, Nancy Reyes, San Francisco, Tinarsha Brown, Union Bank

San Francisco – Bay Area Picnic

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Urban Financial Services Coalition San Francisco – Bay Area Picnic   Come enjoy wonderful company, conversation and food in Norcal! Saturday August 8, 2015 1pm PST   RSVP at Read more

Category : Events

Tags : Bay Area, Picnic, San Francisco

San Francisco Bay Area Chapter Holiday Mixer

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Urban Financial Services Coalition San Francisco Bay Area Chapter Holiday Mixer   Stop by after work, relax and do some power networking while enjoying some great music and refreshments Read more

Category : Events

Tags : Networking, San Francisco, UFSC

San Francisco Bay Area Chapter Bay Sailing and Picnic Social

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Urban Financial Services Coalition (UFSC) San Francisco Bay Area Chapter Bay Sailing and Picnic Social Event on San Francisco Bay August 10, 2014 – 1pm San Francisco Chapter UFSC Read more

Category : Events

Tags : Picnic, sailing, San Francisco