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          11/13/2025

          2:45pm - 4:00pm

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          Join us in person to learn about Boston’s Future Leaders (BFL), a prestigious leadership program shaping top talent across Greater Boston. Hear from alumni, explore the application process, and stay for networking and refreshments.

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          Read More
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          Boston’s Future Leaders

          Our Boston’s Future Leaders (BFL) program provides emerging leaders with a socially conscious and civically engaged leadership toolkit, as well as the opportunity to apply their knowledge through experiential assignments.

          Read More
          Massachusetts Apprentice Network

          The Massachusetts Apprentice Network convenes employers, training providers, and talent sources interested in developing and implementing apprenticeship programs in occupations across industries and statewide in fields such as tech, advanced manufacturing, healthcare, financial services, and more.

          Read More
          Strategic Communication for Better Collaboration

          Level up your leadership and communication in this Boston Chamber workshop for professionals—gain essential skills in team alignment.

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Women's Network logo

Women’s Network: Women & Financial Wellness

April 11, 2023 4:00 pm – 6:00 pm Bank of America (10th Floor)

Event Details

  • Thank you for joining us at Bank of America. We hope you discovered your confidence and gained key takeaways to help reach your full financial potential.
  • This event was in partnership with Bank of America and their research on Women & Financial Wellness.

Tickets

  • Individual Member Registration: $75
  • Individual Government Registration: $75
  • Individual Non-Member Registration: $100
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  • Overview
  • Speakers
  • Agenda
  • Partner
  • FAQs

Be confident. Be empowered. Take action on your financial future.

Women’s financial confidence is on the rise – and we should celebrate that progress – but there’s still more to do. A lack of financial knowledge, especially around investing activities, could be holding women back from reaching their full financial potential. We held a panel discussion exploring the research Bank of America conducted on women and financial wellness: Women, Money, Confidence: A Lifelong Relationship.

Our goal was to have attendees leaving the room feeling more confident about managing day-to-day finances, understanding what the research revealed, learning what women can take on their path to financial independence, and being empowered to take action.

Now that the program has concluded, we encourage you to chat more with our panel and network with other female professionals to build a stronger community!

ABOUT THE WOMEN’S NETWORK

In our Women’s Network, you’ll find a diverse group of more than 3,000 (and growing) women and male allies at all levels of their careers, from all backgrounds, sectors, and industries, and professions, with energy for ensuring that Greater Boston becomes the best place for professional women to thrive.

For more than 25 years, the Chamber’s Women’s Network has connected female professionals of all background and career levels. Today, our Women’s Network is the largest in New England, strengthening the professional networks of women each year.

Questions?

Greater Boston Chamber of Commerce Staff
Erica Deese

Senior Program Manager

Greater Boston Chamber of Commerce

Email Erica

Speakers

Lisa Margeson

Managing Director, External Affairs, Bank of America

Lisa Margeson is Managing Director, External Affairs, for Bank of America’s Retirement Research & Insights. She is responsible for the multi-channel engagement…Read more
Lisa Margeson is Managing Director, External Affairs, for Bank of America’s Retirement Research & Insights. She is responsible for the multi-channel engagement strategy for the firm’s retirement research, which provides valuable insights to Financial Life Benefits®, an integrated solution of workplace benefit programs that support employees’ holistic financial needs and helps them take control of their financial lives. She recently led the release of several research studies focused on women and financial wellness.

She was previously Head of Retirement Client Experience & Communications, where she led the team responsible for the firm’s institutional retirement financial wellness program, as well as integrated and multi-channel communication and education benefit program campaigns. Prior to joining Bank of America, Lisa served as Head of Marketing and Creative Services for Voya Financial Retirement Solutions; Chief Marketing Officer for CitiStreet (a joint venture between State Street and Citigroup); and Director of Institutional Bank Marketing at Fidelity Investments.

Lisa is a trustee member of the Employee Benefit Research Institute (EBRI) and currently serves as Chair for EBRI’s Financial Wellbeing Research Center, whose mission is to harness empirical and survey data to understand the impact of employer financial wellness programs on employees.

Lisa earned a Bachelor’s Degree in Math-Economics from Brown University in Providence, Rhode Island and a Master’s Degree in Business Administration from Boston University. She works in the firm’s Boston office and holds FINRA Series 7, 66 and 24 licenses.

See on LinkedInarrow-go
Amanda N. Ross

Managing Director, Head of Participant Experience, Bank of America

Amanda Ross is a Managing Director and Head of Participant Experience within Bank of America’s Retirement & Personal Wealth Solutions Group. In this role,…Read more
Amanda Ross is a Managing Director and Head of Participant Experience within Bank of America’s Retirement & Personal Wealth Solutions Group. In this role, she leads the end-to-end participant engagement strategy to deliver a differentiated and personalized experience that helps participants live their best financial lives.

Amanda is a very involved leader holding seats on the RPWS Executive Operating Committee and is Executive Sponsor for both the RPWS Employee Engagement Council as well as the New England Parents and Caregivers Network. She was also a Global Diversity & Inclusion Manger award recipient in 2018 with additional nominations in 2019, 2020 and 2021.

Amanda joined Merrill Lynch in 2006 as a Retirement Solutions Specialist. She quickly established a reputation for innovative thinking, leadership, and revenue growth. She has held numerous leadership positions across the organization and prior to her current position she was the Head of Wealth Management Sales Support for the personal retirement, insurance, and trust lines of business.

Amanda received her BS in Finance and Economics at Bentley College and her Master of Business Administration at Boston University. She is a graduate of the Securities Industry & Financial Markets Association Program at the Wharton School. She holds both the Certified Retirement Planning Counselor and Certified Retirement Plan Specialist designations through the College for Financial Planning as well as a Certificate in Longevity Studies from the University of Southern California. She is also registered through numerous securities and insurance designations including the Series 7, 66, 24 and MA Life/Health Insurance licenses.

Amanda currently lives in Hopkinton, MA with her husband, Patrick, and their four rambunctious children. She is an adjunct professor at Boston University Questrom School of Business and Brandeis International Business School, a town representative on the Hopkinton School Council and an avid fundraiser for the Hopkinton Center for the Arts.

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Leslie Forde

CEO and Founder, Mom’s Hierarchy of Needs

Leslie is the CEO and Founder of Mom’s Hierarchy of Needs. The business provides evidence-based tools for Moms to reclaim time from the never-done list for wellbeing….Read more
Leslie is the CEO and Founder of Mom’s Hierarchy of Needs. The business provides evidence-based tools for Moms to reclaim time from the never-done list for wellbeing. And helps Employers retain caregivers.

Over 3,000 parents have participated since March of 2020 in the Mom’s Hierarchy of Needs research study. The longest running of its kind on the pandemic’s impact to work/life, care, and wellness needs, for parents.

Leslie has used research to inform growth and innovation strategy for over 20 years. Most recently, she’s held leadership positions at Houghton Mifflin Harcourt, Care.com and CSpace, an Omnicom market research agency.

And for over a decade, she’s focused on media and technology products for the childcare, eldercare, children’s mental health, media, and education sectors.

She’s a frequent speaker and consultant to organizations on how to retain and support parents, caregivers, and people of color, including HubSpot, Scholastic and the Barr Foundation.

Her writing about wellbeing, equity and the future of work has appeared in The Washington Post, Slate, Parents Magazine, TLNT, Directorship and her website, Mom’s Hierarchy of Needs among other publications.

She’s been quoted in CNN, National Geographic, Fast Company, US News & World Report, SHRM, Fairy God Boss and many other outlets.

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Megan Cooney Mathias, CRPC

Senior Vice President, Senior Financial Advisor, Merrill Lynch Wealth Management

Megan launched her career in the financial services industry in 2006. Megan works diligently with individuals and families to provide integrated wealth management…Read more
Megan launched her career in the financial services industry in 2006. Megan works diligently with individuals and families to provide integrated wealth management services designed to help reach their unique financial goals. Megan focuses her practice on female executives and women in transition, utilizing a consultative wealth management process tailored to bestow each client with a lasting foundation for financial security and personal success.

In 2010, Megan earned her Chartered Retirement Planning Counselor™ (SM) (CRPC™®) designation from The College for Financial Planning. Megan was named to the Forbes “Top Women Wealth Advisors Best-In-State” list in 2023 and 2022. (Published annually in February. Rankings based on data as of September 30 of prior year.) Megan graduated from Providence College with a BS in Marketing. Megan lives in Boston, MA with her husband and three young children.

See on LinkedInarrow-go
Gabby Salmon

Assistant Vice President, Financial Solutions Advisor, Bank of America

Gabby Salmon is Assistant Vice President, Financial Solutions Advisor, for Bank of America. She works with clients to reach their financial goals, by focusing on…Read more
Gabby Salmon is Assistant Vice President, Financial Solutions Advisor, for Bank of America. She works with clients to reach their financial goals, by focusing on investing and money management skills. She aims to help her clients gain financial literacy and financial freedom. Gabby received her BA in Psychology in 2020 at Rhode Island College. She works in Sutton and holds FINRA 7 and 66 licenses.

Agenda

  • 3:30 p.m. – 4:00 p.m. | Registration

    Attendees check in at the registration table.

  • 4:00 p.m. – 5:00 p.m. | Panel Discussion

    Join our panelists for a moderated discussion.

  • 5:00 p.m. – 6:00 p.m. | Reception & Networking

    Network with panelists and guests.

  • COVID-19 POLICY

    -You are fully vaccinated against COVID-19, as defined by the CDC.
    -You have not had a fever, cough, shortness of breath, difficulty breathing, chills, muscle pain, sore throat, or new loss of taste or smell that cannot be attributed to another health condition.
    -You have not had contact with a person known to be infected, potentially infected, or exposed to someone infected with COVID-19 within the previous 14 days. (Prior to the event date)

In Partnership With

FAQs

  • WHAT IS INCLUDED IN MY REGISTRATION?

    Access to a welcoming community of professionals over a great conversation!

  • WHAT SHOULD I BRING?

    An interest in connecting and networking with other professionals. Oh, and don’t forget business cards & your appetite.

  • WHAT SHOULD I WEAR?

    Please come dressed for your day!

  • WHEN SHOULD I ARRIVE?

    3:30pm for Registration – Program begins promptly at 4:00pm

  • DO I NEED TO REGISTER IN ADVANCE?

    We have a limited number of tickets available for this event due to capacity limits. Women’s Network events are some of the Chamber’s most popular and we recommend registering in advance to secure your spot!

  • COVID-19 POLICY

    -You are fully vaccinated against COVID-19, as defined by the CDC.
    -You have not had a fever, cough, shortness of breath, difficulty breathing, chills, muscle pain, sore throat, or new loss of taste or smell that cannot be attributed to another health condition.
    -You have not had contact with a person known to be infected, potentially infected, or exposed to someone infected with COVID-19 within the previous 7 days. (Prior to the event date)

Bank of America

100 Federal Street, Boston, MA 02110 United States (10th Floor)

Get Directions

All cancellations must be received at least three (3) business days prior to the event to avoid being charged or to receive a refund.

The Greater Boston Chamber of Commerce encourages persons with disabilities to participate, and engage fully, in its programs and events.

If you anticipate needing any type of accommodation, including but not limited to, listening devices, closed captioning, large print, wheelchair access, allergies and environmental sensitivities, or if you have any questions about the venue, event format, or virtual platform, please contact us at [email protected].

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