Voice of Experience: Charlotte Hsu, Asia Pacific Diversity & Inclusion Leader and Singapore General Assurance Partner, PwC

Charlotte HsuFrom her leadership vantage point, PwC’s Charlotte Hsu knows that it is critical to help build a robust pipeline by encouraging other women in the industry.

“Now that you are there, don’t forget to look out for the little girls who were once you,” she says.

To that end, Hsu herself devotes time to helping bolster the careers of younger colleagues. The key, she shares, is that while basic technical competency or product knowledge is important, soft skills—or as she calls them, “fundamental skills”—are equally or more important in advancing your career. In fact, that attitude is what allowed her to build her audit career.

An Unconventional Start Leads to a Successful Audit Career

Hsu was a groundbreaker from the start, considering that she did not graduate with an accounting degree, yet is now an assurance partner in a Big Four firm. When she started her career in Singapore in the ‘90s, the most attractive jobs were management trainee programs with banks and oil and gas companies; however, as she acknowledges, her university grades weren’t sufficient to earn a spot in one of those programs.

Instead, she pursued qualification as a Forex dealer and life insurance agent—also lucrative professions—and it was through her insurance instructor that she became introduced to the auditing profession. She found herself fortunate to be recruited by a Big Six firm as an audit trainee, the program offered to non-accounting graduates.

From there her audit career took off, and she has worked in Hong Kong, New York and Shanghai over the past 20 years. She came full circle back to Singapore in 2011, while still an assurance partner, and was given the opportunity to head the Learning and Development department and is now PwC’s Asia Pacific Diversity & Inclusion partner, as well as a member of PwC’s Global Corporate Responsibility Board. “If I had not taken the chance to try a new qualification and had let my graduate status hold me back, I would not have this career, one that has made my life so meaningful,” Hsu says.

Looking back at her 27 years as an auditor, the professional achievement she is most proud of so far is the relationships that she has built—clients who became good friends and coworkers who are now part of her personal life. “When you have coworkers who are willing to go above and beyond with you, it speaks volumes about the relationship, and to me this is an achievement that outweighs any awards on the wall or the titles behind your name,” she says.

Hsu also is proud of the role she has played in professional development for her colleagues, especially the junior ones. Recognizing the need for job rotation in order to motivate and develop non-client-facing colleagues, she was able to secure buy-in from various stakeholders to allow more junior colleagues to explore short-term internal secondment and job rotations. That has allowed them to develop new skill sets, as well as get out of their comfort zones to take on new tasks.

Right now, she is taking an active role with the PwC’s Global Corporate Responsibility Board to fulfill an ambitious global target they set in 2018: to invest in the future and growth of 15 million people, NGOs and social and micro enterprises to help them maximize their potential by 2022.

“I am excited to be working with my counterparts across the PwC network in coming up with ideas to achieve that ambition,” she says, adding that it is not about meeting the KPI, but the ability to make a significant difference in so many lives. “At PwC, we believe businesses have a key role to play in solving societal challenges, alongside other stakeholders.”

In addition, like many in the field, she is wrestling with the potential for AI to transform the accounting industry. Rather than take over accounting jobs, though, she believes AI will help accountants improve their efficiency and root out fraud detection.

The Ongoing Quest to Promote Balance and Equity

Work-life balance is important, and she dispels the myth she heard back in the day that you have to leave the office after your bosses in order to be promoted. She tells her younger counterparts that it is not impossible to pursue a thriving career and have a family at the same time. “Many people have done it successfully, and there will be more and more such cases,” she says.

Unfortunately she sees that women are often tested when making choices in balancing work and personal lives, largely because the auditing profession is known for demanding hours. “For women who have to put in those hours at work and at the same time fulfill their obligations as a mom—call it maternal instinct or social pressure—most women choose family over career,” Hsu says. And even though they are seeing a rise in the number of men homemakers, the pace of the increase is still slower than that of females leaving their job to assume the role.

That’s why she sees a gap in women who are reaching the upper echelons of the industry. In fact, the fairly equal representation of females in the industry, particularly in managerial positions, should yield a reasonably strong pipeline of highly qualified women to become partners. However in reality they are seeing that women tend to drop out of the pipeline at the managerial level as that is usually the age when they start a family.

Still, she is proud of the strides that PwC has made, with women making up approximately 53 percent of managerial positions and above. As a Diversity & Inclusion partner, she has the privilege of sitting in promotion meetings to encourage equal opportunities and diversity in decision making. The firm recently reviewed its internal policies for everything from recruitment to job allocation to promotion to ensure there are no policies biased against women. In the coming months they will be running a refresher program on unconscious bias and are looking into better support for new parents and women returning from maternity leave. “We understand that returning to work after maternity is tough; thus if we are able to help smoothen the transition, we believe more new mothers will choose to stay in the profession,” Hsu notes.

Her own “off time” includes indulging in a wide variety of interests that include cooking, cars, collecting whisky, electronic gadgets and video games—in fact she just bought a VR set for the home. But what interests her most is finding ways to help the elderly and less-privileged women. “We talk a lot about gender equality but often times it’s in reference to professionals. We should not forget to care for those less-privileged women around us who are not professionals,” she points out.

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Voice of Experience: Kimberly Smith, National Co-Chair, Private Equity, Katten Muchin Rosenman LLP

As Kimberly Smith has moved up in the legal profession, she’s also advanced her belief that along the way, it’s vital to be true to yourself.

Kimberly Smith“When I started my law career I often heard this advice, but it took years of experience as a professional woman at a law firm to truly appreciate it,” she says, adding that she has seen situations where people were trying to be someone that they thought they should be, and the lack of authenticity was clear. And, as she has learned, success is not just about being smart and working hard.

Owning her Career

Of course, Smith is both those things.

Smith first joined Katten as a summer associate with a passion for the law. Upon graduating from Georgetown University Law Center in 1998, she returned to Katten as an associate and became immersed in the dot-com bubble and the funding of IPOs in record time for internet startup companies.

And then the bubble burst. She credits her “trial by fire” experience in the dot-com world with teaching her how not to approach deals. Now, she prefers to dig in to discover and address her clients’ long-term objectives, not just their immediate needs. In the aftermath, Smith easily transitioned to M&A work in many industries, including healthcare.

Her success led her to be promoted to partner in 2006. After a five-year stint at another law firm, she rejoined Katten in 2015 as co-head of the nationwide Private Equity practice. “There were many compelling reasons to return to Katten. It provides a strong platform with phenomenal specialists with robust experience, and one of the strongest healthcare regulatory practices in the industry,” she explains. Smith has been back three-and-a-half years, enjoying the intellectual charge of working on complicated deal structures and working closely with tax partners to find new ways to accomplish client goals that might seem impossible at first glance.

“My clients are under a lot of pressure to get the deals done quickly, and in cases where the other side won’t budge, I need to figure out how to bridge that gap,” Smith says, adding that one of the best parts of the job is the relationships she has built with repeat clients.

“I might work with an entrepreneur very closely as they sell their business and then I’m finished working with them. But with a private equity fund, I might work on their deals for 20 years so we get to know each other and work together well. Time and again I come back to the fact that the intellectual challenges and personal relationships are what make my job so wonderful.”

Taking Advantage of Every Opportunity

Smith shares that she came in to the working world with mindset familiar to many—that if she was smart and worked hard, she would be successful. “I wasn’t prepared for the fact that in every organization, it takes more than just hard work. In order to really start climbing the ladder you need take advantage of every opportunity from mentoring and networking to developing business to seeking out leadership positions.”

“It was when I started to engage myself at every level of the firm – with my clients, the leadership, my peers, and younger associates – that I started to get more traction in terms of advancing my career.”

Along with that, you have to learn to be comfortable with self-promotion, because it’s necessary to put yourself out there and tout your hard work. When she returned to Katten in an authoritative role, she realized that her words carried more weight.

“Women should not be shy about self-promotion. It doesn’t mean you have to go on about how great you are. You can keep it very factual and state something that isn’t an opinion or a boast. In law, both women and men have to make sure that people appreciate their value,” Smith says. So, for example, if you’re a litigator who just won a big case, make sure others are aware of your accomplishment.

Integrating Balance

Smith enjoys her position on the firm’s Women’s Leadership Forum National Mentorship Panel, which consists of more than a dozen women partners who counsel other women with professional and personal advice. Each mentor is profiled so rising attorneys at the firm can choose whomever is the best resource for a particular topic—everything from how to balance work and family to how to develop business.

Outside the office, Smith spends time with her husband Stephen and their two daughters—Victoria, age 11, and Natalie, age 5—and recently enjoyed a vacation to Orlando with them.

She’s also recently discovered a new hobby, when last year one of her clients invited her to be on their team to compete in the Spartan Race, an obstacle course that involves four miles of climbing walls, jumping over fire, carrying sandbags and crawling through muddy trenches. “It was a great way to develop a deeper connection to my client, but I was terrified of an obstacle course,” she admits. She began training and embarked on a rigorous fitness program that she acknowledges she might not have otherwise started. Although she completed the race a year ago, she’s maintained the workout regimen because she realized how much better she felt being active and strong.

“It presented a great turning point for me to make time to take care of myself. A lot of good has come out of that,” she said. And Smith adds, nothing bonds you more with a client than being covered in mud. “If I can be a warrior on the Spartan field, navigating the battle field of a transaction should be a piece of cake.”

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Rising Star: Sarah Zilenovski, Marketing Manager; ClearSale

Sarah ZilenovskiBefore starting her career, Sarah Zilenovski had always believed you had to choose your area of expertise while still in college; while in reality, as she found you can build your path as you go.

While obtaining the necessary skills is vital, of course, she believes it’s important to plan while keeping an open mind. “We must remember that we can’t control external variables and that the person we are today is not the person we will be in the future. And as we change, so do our dreams and desires.”

And that means that your career might take unexpected twists, which you can embrace if you are confident in your abilities and potential. “I always believed that I could choose the companies or assignments that were appealing to me, not rely on it going the other way around,” says Zilenovski.

A Career Built on Seeking New Challenges

Born and raised in Sao Paulo, Brazil, Zilenovski moved to the United States in 2015, bringing solid credentials—including master’s and bachelor’s degrees in finance and business management from a top Brazilian business school—and experience.
She began her career in 2007 as an intern for P&G, working on customer business development. Soon after, she was hired as a finance manager for P&G largest manufacturing facility in Brazil. One year later, hoping to become more involved with the business side, she moved back to P&G’s headquarters to work as a finance manager for the commercial team, specifically working with P&G’s distributors and wholesalers.

After five years of a successful career at P&G, she began to think she’d like to try a smaller company, ideally one with a more direct social impact. For her, it was a leap, but she landed successfully at ClearSale, a company fighting against fraudsters—and was the fastest growing medium-sized company in Brazil.

There, she pivoted back to sales and marketing, where she had started at P&G; her first role was to manage the sales team during a large restructuring in the commercial area. That entailed recreating everything from the sales teams’ portfolios to the go-to-market strategy. In addition much of her focus was on the joint creation and customization of solutions with enterprise prospects and clients.

At that point it became clear to her that she preferred combining her business background with her proven communication and analytical skills, rather than leading the sales teams. She was subsequently invited to join ClearSale’s international team, with three other Brazilian peers, to open ClearSale’s first foreign branch, based in the United States, entirely from scratch.

After that successful launch, she is responsible for ClearSale’s global marketing and sales strategy, excluding the native market of Brazil. Zilenovski also recently started her MBA at Kellogg School of Management at Northwestern University, which she says is “a childhood dream, to attend one of the top American schools.” That’s one of the professional achievements she is most proud of so far—working in a position of great autonomy, at a company that trusts her insight and skills, while attending one of the best business schools worldwide.

A Work Culture That Meets All Her Needs

While Zilenovski has had a number of role models along the way, her first positive impressions started at home, with her parents who both held PhDs and instilled in her the importance of investing in knowledge.
In addition, her first boss at P&G, Ricardo Wasserman, gave her an early education in integrity—making it clear that rules are needed to define right and wrong, and there’s no space to question them.
At ClearSale, she finds the current EVP, Rafael Lourenco, to be a great example of being excellent while respecting your own desires, needs and weaknesses, by truly believing that we first must like what we do on a day-to-day basis. “After all, if our work makes us miserable it will be a lose-lose situation in the long term, even if we make it work in the short term.”

And that fits well with her goals of future success, which to her is far more than aspiring to a specific title or salary. For Zilenovski, success comes from working for a company with a high social impact, while considering that work/life balance can be a day-to-day challenge—it’s a marathon, not a sprint, she says. She appreciates she can build a routine that fits what she wants or needs in any given situation, such as flexible working hours and the ability to work from a home office. ClearSale’s culture, which focuses on diversity and flexibility, has been the perfect fit for her. “There are no distinctions regarding gender,” she says. “And it’s important to me that I have autonomy in an environment where titles don’t shape my possibilities,” she says.

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Voice of Experience: Sarah Alter, President and CEO of Network of Executive Women (NEW)

Sarah Alter“Find a company or career path with a runway that’s both long and wide so you can pivot throughout your career journey and expose yourself to diverse thoughts and perspectives,” suggests Sarah Alter.

She’s found an important piece of advice to be surrounding herself with people who have different backgrounds and experiences to achieve diversity of thought and plans—a desire that has led her to her newest challenge.

A NEW Challenge Complements Her Experience

While Alter currently serves as CEO of the Network of Executive Women (NEW), a nonprofit designed to advance all women in the workplace, the majority of her career has been in marketing and digital marketing both globally and nationally for retailers including Staples and Discover. Before taking over NEW, she served as the chief marketing officer for General Growth Properties, a shopping mall REIT that owned and operated 140 malls, helping to drive the right type of traffic into the stores.

While she was drawn to the altruistic nature of NEW and the ability to advance positive opportunities for women, she knew that she was ideally suited to the job due to her previous management experience in a similar industry and her time spent on boards and as a volunteer.

In this role, Alter looks forward to helping other women embrace their true selves and set them up for success. “Women are not broken, and they don’t need to be fixed, but they need to be developed and celebrated, which is a truth regardless of gender,” she says.

“I’m proud that I was given the opportunity to be a CEO and that I am able to deliver true and meaningful impact, not just from a business and financial perspective, but to help women.”

Her empathy for women in the work world stems in part from wishing that she had known at a younger age that she could truly be herself and ultimately still be successful.

Early in her career she was in a role at a financial services company where she had far exceeded a sales target she had been given. As she walked into her review, she expected the accolades to flow, but after a cursory “good job,” her manager proceeded to tell her that it was a team effort.

While Alter embraces the importance of collaboration and shared credit, she still had expected more, but what really prompted her to search out another role was the feedback that followed. Her manager proceeded to share “insight” he’d gained from male executives who said she wore clothing that was too bright and she was too motherly. With that, Alter knew she couldn’t succeed in that sort of workplace and left for greener pastures in the retail industry—eventually coming full circle to today where she can help advocate for women.

NEW-Sponsored Research Illuminates Opportunities

Alter has already had a number of accomplishments at NEW, and one she is proud of is a recent change to the mission statement to “advance all women in the workplace.” The addition of the word “all” was important to reinforce the concept that diversity and inclusion is a business imperative and the key to success. It also reflects conversations and research studies conducted with C-suite leaders that underscored the recurring theme that advancing women of color was the biggest priority that need to be addressed.

From these research findings, NEW has developed learning programs and corporate solutions that specifically assist companies on how better to support women of color. They are designed to address two main issues; the first is bias. As she says, “Like it or not, everyone is biased, and that begets favoritism as people promote those who think and act and look like them.”

By tackling unconscious bias, companies can create a more consciously inclusive culture, she says, adding that it’s also important to focus on moving women from corporate support roles and give them the opportunity to own a P and L.

Adding more women in upper levels also negates another common problem, that of isolation. As women of color progress in their career, they frequently don’t see others like them which creates a new challenge as younger leaders tend to believe that If they can’t see it, they can’t be it.

Finally the research offers a blueprint framework of solutions to effectively address the need for companies to offer the cultures, policies and support services that women need for appropriate work/life integration.

While the NEW research focuses on what companies can do, Alter believes that women need to assert their needs to help change norms from all directions. “Embrace your true authentic self and don’t settle for a company with a culture that doesn’t allow that to happen,” she says. In addition she encourages women to build their network and continue to rebuild and nurture it so it’s ready when needed. Finally she suggests women become more comfortable and educated on the technological transformation occurring in the world of business today to help broaden opportunities for growth.

Finding a Brilliant Balance of Her Own

Alter and her husband work hard to be a team in finding appropriate work/life integration themselves. With their three kids—two currently in college and one in high school—it’s a little easier to manage career and family, and Alter is realizing the importance of focusing on herself in a physical, spiritual and emotional way.

With their kids soon embarking on their own life journeys, Alter says they have been planning fabulous family vacations that have included sojourns to Argentina and Brazil, with an upcoming trip planned for Africa. “We want to have these great experiences with them but also show them that you have to work hard to get this. We have worked hard and appreciate that we can now bless our family with these amazing journeys and time together.”

In addition to family time, Alter and her husband pay it forward in their community. Both are involved in philanthropy and have served as co-chairs for the Chicago gala that benefits the JDRF for Type 1 diabetes research. In addition, Alter says she loves to partner with local business schools to mentor and coach and judge local competitions. “I consider it a fun pay back to all the people whom I’ve had support me over the years,” she says.

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Voice of Experience: Lisa Hutter, Senior Director of Planning for the Southwest Region, Wells Fargo Private Bank

Lisa Hutter has been well served by the advice to take time to listen, but then also reflect, in order to figure out how you want to respond.

“If you are listening solely to respond, you won’t hear everything you should,” she cautions. “Focusing, being present and then taking time to be thoughtful will always lead you to a better answer,” she says.

These skills have been especially pertinent in her career, particularly in her current role where she has a hand in helping both her clients and her internal team.

Helping Clients Achieve the Best

Hutter went right from college to law school but always knew she wanted to focus on estate planning. She joined a major accounting firm for four years, then moved into the banking arena and even had her own law firm for a short time before finding her home in the trust industry. Her first role was as a trust officer focusing on estate planning, and then she joined Wells Fargo as a team leader, where she manages a team of planners who include attorneys, CFPs and accountants who offer a collaborative approach to advising private clients.

Three years ago she was offered her current position as senior director of planning for the southwest region and moved to Austin, Texas, where she has added strategy to her responsibilities. In addition she is closely involved with the firm’s diversity and inclusion efforts, helping to continue education and awareness and has been gratified at the strides they have made in moving the needle.

As she thinks back over her career, one of the accomplishments she’s been proud of is her focus on building teams—focusing not only on supporting one another and promoting trust, but also offering her employees a clear path forward in their career. She has been pleased with the way she has been able to manage a cultural shift in her region, leading to stronger teams who can better serve clients.

And that’s the cornerstone of everything she does, noting how rewarding it is to work with clients and see the positive difference she can nurture in the family unit. In fact, Hutter is excited about advances Wells Fargo is making with a more recent offering in the Private Bank called Family Dynamics.

Statistics show that when families of wealth fail, 70 percent of the time it’s because of a breakdown in communication. In that way, this offering is ideal to help bolster communication for any family contemplating their future.

Another growing trend that is inspiring her work is the “graying” of the business owner; Hutter finds there are many in her region who are nearing retirement age and exploring their options. “The best way to create a smooth transition is to start three to five years out, which also pulls in the family dynamics element,” she notes.

Confidence Will Take You Far

Hutter has always admired Sheryl Sandberg’s advice, particularly the reality that a lot of times we second guess ourselves and think we have to be perfect for a certain role or project before we throw our hat in the ring. “It’s important to realize that job descriptions shouldn’t be read as prescriptive around every single element where if you don’t have a few items on the list you shouldn’t bother applying; instead rely on the right skills you already have to succeed and be confident in yourself, apply for the role and through the course of interviews you and the folks making the hiring decision will determine if you are the right fit for the role. In the end, you might surprise yourself.”

Confidence is vitally important in her industry, when it’s not uncommon to walk into a senior leadership meeting and be outnumbered, sometimes even as the only woman. “You have to get comfortable with leaning forward and making your voice heard,” she says, adding that she has helped her teammates understand this perspective by encouraging them to put themselves in those shoes.

At the same time that you should always strive for new paths, Hutter believes that young women who are entering this industry would be well-served by being patient and taking the time to really master their job. “You can get involved in so many projects and therefore find opportunities to be challenged, even while you sit in your current job and make a name for yourself there,” she points out.

In fact, she finds that a lot of success has to do with getting to know people all over the organization and at all levels and learning more about their day-to-day jobs. “That can help you identify another area where your skills might be transferable but is more interesting to you, and you don’t want to miss out on that by not seeking new opportunities.”

It’s one of the reasons she served in the role of regional leader for the firm’s Women’s Team Network while she has continued to serve in similar roles. She urges all her colleagues to take advantage of the development programs available in person as well as on the internal site—both to boost specific skills as well as to expand networking by meeting others with whom they don’t interact on a day-to-day basis.

“Be Kind To Yourself”

Hutter’s advice for women at her level will resonate with anyone in a fast-paced field. “Be kind to yourself,” she says. “We are not perfect and so we need to believe that what we are doing is enough. Take the time to be present and focus on what matters, like your family, and shut down if you need to because that’s okay.”

She herself takes that advice to heart with her own family. In addition, she has an excellent outlet through regular workouts at her husband’s CrossFit box, appropriately named “Third Element.”

“It’s my community and home away from home, and it helps us model a healthy lifestyle for our kids,” Hutter says. In addition to mitigating stress, achieving a new goal in her workout has another important byproduct—transferring those feelings of success to the workplace.

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Rising Star: Alex Trevino-McCallum, Vice President of Client Development for Citi Retail Services for the Midsouth and South Atlantic Regions

Alex TrevinoCareer success comes easier when you focus on reinventing yourself professionally, without changing your core values, says Alex Trevino-McCallum.

Her success has come from taking her knowledge about two different industries and meshing them, to the mutual benefit of both.

From Retail to Banking

That philosophy is why Trevino-McCallum excels in her current position at Citi Retail Services, relying on her extensive background with her retail partner, Home Depot. She began her career there as a cashier at the age of 19 and worked her way up through various roles for the next 21 years. Along the way, she built relationships with subject matter experts throughout The Home Depot, including the store credit manager from Citi, which powers The Home Depot credit card. The Citi credit manager confirmed to Alex that joining the Citi team could be a great move for her career path.

While it was a hard decision, given the loyalty she had built up with Home Depot, she also believed she could bring a high level of knowledge to the position, since she knew the culture and people at the store so well. Although she lacked direct banking experience, her knowledge gained as the liaison between Home Depot and Citi made her an ideal candidate. The position required exceptional relationship-building skills and persistence to ensure associates were familiar with the credit options available—both traits where she excelled.

Trevino-McCallum transitioned to Citi Retail Services four years ago, moving from Mississippi to Atlanta, in itself an accomplishment as she was starting fresh with no support system. And that’s the professional achievement she is most proud of so far–having the confidence to pivot her career with this current role. As she becomes a resource rather than the “newbie,” she sees her decision validated every day.

And she appreciates the ongoing challenges of her position, assisting both Citi and Home Depot in navigating changes in the industry, and focusing on helping Citi become even more ingrained in the retail partner culture, then adapting those lessons to other retailers and specialty stores to keep expanding her personal development.

Family as a Barometer of What’s Important

Although Trevino-McCallum spends a great deal of time on the road overseeing 30 to 40 stores, she’s able to be home almost every night, which has been a game-changer for her. While her job is challenging and fast-paced, it enables her to prioritize her core values both at work and at home with her family.

While she has always put her family first, now they are able to sit down to dinner together most nights. “We’ve always made a conscious decision to slow down and enjoy time together, and this role allows us to do that,” she says.

This focus on family came early, with both her parents as important role models. Trevino-McCallum says that her mom is the strongest woman she knows—displaying empathy and compassion combined with grit. “Although she’s been through a lot both personally and professionally, she continues to see the bright side of everything,” she says. And Trevino-McCallum says she learned her ability to balance from her mom, whom she describes as “the queen of juggling.”

Her dad had a professional career that she aspires to, as she always admired his commitment and drive. “He was a great team leader and gained trust and engagement with those who worked around him,” she says. However, she notes that sometimes that came at the expense of family time so she aims to land somewhere in the middle.

Trevino-McCallum constantly works on accelerating her skills, and appreciates the opportunities that Citi offers via a wide variety of functional groups. She has a healthy curiosity in the business, including partner management, which would highlight her experience in building close relationships, as well as interest in operations and marketing, which would utilize her skills in team building and networking. She recently put her hat in to be part of the “SET” team (Store Execution Team), focused on delivering tools and skills to the larger Home Depot Field Support organization promoting efficiency and effectiveness.

To feed her desire for continuous development, Trevino-McCallum pursues individual learning via “Degreed,” a Citi-hosted learning platform, while remaining connected across the organization as a member of the women’s network in Atlanta. A highlight of her participation has been supporting a learning day for Girl Scouts that mirrors the “Shark Tank” model, allowing the girls to experience the corporate world in a creative manner.

In her time off work, Trevino-McCallum loves to read and travel, and although she relishes her time with her family, including those daily dinners, she says she and her husband look forward to an empty nest when they’ll have more time to start a mission of finding nearby hidden beaches.

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Voice of Experience: Becky Lindahl, Head of Litigation, Charlotte, N.C.; Katten Muchin Rosenman LLP

Rebecca LindahlAs a junior associate, Becky Lindahl says it took her a while to learn to stress less and recognize that building her practice was a long-term process, more particularly when it came to new business.

Only through experience did she come to realize that it was unrealistic to expect a young lawyer, fresh out of law school, to deliver solid business prospects. It turns out that some of the steps she was taking were the right ones and they ultimately put her on a path to success: making contacts in-house and keeping in touch with peers at law firms.

Now, Lindahl encourages younger associates to first focus on getting basic core skills, such as writing and reviewing and analyzing documents, down pat. “I see how they want to advise clients right away, and I can sense the frustration when they don’t have the opportunity to immediately sit in the first, or even the second, chair,” she says. “But the only way you learn is through mastering the fundamentals and observing senior attorneys to gain the experience you need. Eventually it all clicks.”

Earning Litigation Credibility

That savvy advice comes from experience and is the foundation for Lindahl’s impressive career rise. After joining Katten as a summer associate in 2005, she became a full-time associate following her graduation from Wake Forest University School of Law and federal clerkship. She was elevated to income partner in August 2014 and became Charlotte’s litigation head in January 2018.

Over the years, she has amassed numerous successes. One of her most notable was the first major case she managed from start to finish as lead counsel in a four-week federal jury trial during the summer of 2017 in Greensboro, N.C., representing a leading manufacturer and innovator in LED lighting technology. Under Lindahl’s leadership, with tens of millions of dollars in damages on the line, she scored a courtroom victory when the jury sided with her client on every issue.

“While the case was obviously high-stakes for the client financially, it also had great reputational risks and industry-wide concerns, so it was incredibly satisfying to lead the team to success,” Lindahl says. She found an affinity for bigger impact litigation and is currently lead counsel in two other similarly high-stakes lawsuits within the industry.

Concerning industry trends, Lindahl is concerned with balancing the risks and rewards of technology-assisted and automated discovery, which is becoming more prevalent in litigation. As she notes, automation of operations and services can lower costs for firms and increase efficiency. However, she also sees potential challenges in relying too much on innovating tools for tasks and processes when diving deep into cases, particularly in cases that may reach a jury. For example, lawyers might spot patterns in emails that emerging technology could miss, such as a meeting place that pops up regularly and corroborates timing of key events. “We have to be smart about managing litigation in a way that’s cost-sensitive and effective, and when you are preparing for a high-stakes trial, there is no substitute for having a comprehensive knowledge of the details of critical documents,” Lindahl says.

Advocates at Home and Work Help Bring Balance

Lindahl brings that same measured vision to her own work/life blend. With little control over your schedule in federal court, the unpredictability can be challenging for trial lawyers who are also trying to manage a family.

An understanding firm culture can help. For example, she says that she trusts her Charlotte associates to appropriately prioritize client needs and works with her associates on a one-on-one basis to provide necessary flexibility to accomplish that goal.

For her, having an understanding spouse is vital, and she encourages women who are starting in the industry to consider the importance of surrounding themselves with compassionate people in their corner. “The job is hard enough as it is, but it would be impossible to sustain without a supportive partner, if you choose to have one,” Lindahl said.

While some women have struggled over having a perfect balance or being able to “do it all,” she appreciates advice she received early in her career from a fellow female attorney at Katten who suggested she be kinder to herself and give herself some grace when things are challenging either at work or home.

Now, Lindahl passes on that same philosophy to younger associates in her current role as the Charlotte co-chair of the firm’s Women’s Leadership Forum. The group offers a national mentoring panel where senior women serve as mentors to younger women, whether for practice- or career-related topics or even personal issues.

For example, before Lindahl and her husband adopted their daughter, they went through years of infertility treatments. She said she appreciated how generous women at the firm were with their advice as she balanced the rigors of the time commitment, and that the firm’s benefits provided insurance coverage for the expensive treatments. When the couple made the decision to adopt a child, Lindahl reached out to another attorney to talk about the adoption process and managing parental leave on the short notice at which adoption sometimes occurs, and now offers her insight to women facing similar scenarios and seeking advice.

Today, she is mom to a 13-month-old daughter.

Lindahl is committed to variety of causes and sits on the board of directors for Safe Alliance, which provides wraparound support services for victims of domestic assault and sexual assault.

As an avid sports fan, she is looking forward to moving her family to Charlotte’s center city, within walking distance of the Spectrum Center, home to the NBA’s Hornets and other entertainment acts.

“There is no perfect balance between work and home, but I have had some success managing my practice and family by simply focusing on the most important task—whether client or family-related—before me at any given time,” Lindahl says.

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Voice of Experience: Diane Ramirez, Chairman and CEO of Halstead

Diane Ramirez 1You have to have trust in your intuition; it can be easy to listen to all the buzz around you, but paying attention to your inner self will always lead you down the correct path, says Diane Ramirez.

As chairman and CEO of real estate firm Halstead, she knows that it takes an entrepreneurial bent to be successful in the business. “You’re not going to sit back and have someone guide you—you have to own who you are going to be, and it can be easy to forget that,” she says. But those who understand the business side of real estate will find themselves successful.

The Ideal Time for Each Step of Her Career

Ramirez came to this success via a path and timeline different from most women. While she started her career in marketing and advertising, she had two children quickly, and her focus turned to being a wife and mom for her young family. As she notes, most women tend to delay a family, which means they are often at the pinnacle of their careers and have to downshift, but hers was the opposite.

That’s because it wasn’t long until Ramirez realized she wanted and needed the passion that a career provided, and she found she was attracted to the entrepreneurial pace of real estate.

When her kids were in elementary school, she started as an agent, and as they got older and needed less hands-on attention, she was able to devote increasingly more time to building her career, eventually opening her own firm.

She started with a vision of three offices, and since then it has continued to grow to 36 offices in three states and more than 1,400 agents. But while the growth has been extraordinary, the professional achievement Ramirez is most proud of is that they are known for their culture, which while not easy to maintain throughout the growth, has been crucial to their success.

A Place To Belong

The firm underwent a rebranding last year, and she has been delighted to see that both her customer base, and, more importantly, the agents, have embraced it. One of their signature perks is access to a tailor who helps them procure a high-quality professional, yet affordable, wardrobe. The company included the new logo as the lining in the overcoats it designed and Ramirez has been happy to see that the agents are so proud of it that they’ll give a peek to a fellow agent, much like a secret handshake. The rebranding also included regional colors, which have also been well-received—in fact, she said that it has been gratifying to see each region’s agents believe they have the best colors.

Another important upgrade they’ve completed recently is a substantial technology initiative that has made it easier for agents to be more productive and keep up with advances that are important to their clients.

Ramirez finds real estate to be a fantastic field for women because of the flexibility it offers, but she also underscores that they need to realize that it can also be a 24/7 business, which is why it’s crucial to have support at home.

As she sees more women enter the industry, she encourages them to embrace fellow colleagues and be willing to share knowledge, with men and women alike. “The more we share, the more it will come back to you,” Ramirez says, adding that it’s important to remember that you’re not necessarily competing against each other for the same property, but rather competing to succeed in the business.

She finds that women frequently say they are excited to work for a woman. “It makes me really proud that they are looking for the support of someone who’s been there,” Ramirez says. And, she adds, not by design as her only goal was to seek the best talent, but her executive staff is half women and half men.

Family has always been important to Ramirez, and she makes certain that whatever part of her day she’s in, she is 100 percent present. “They know they can call me if they need something, but work is work, and then family time is family time,” she says. “That has always served me well because you can’t be both places at once or both will suffer. You have to find the ‘soft barrier’ between the two to make sure that everyone is taken care of at the right time.”

An avid traveler, she goes on trips with her family as much as she can and just took her children and grandchildren ages 11 to 21 on a safari that she says was “pure magic.” And while that was a marquee adventure, she makes the time to do frequent relaxing vacations so they can spend ample quality time together.

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Voice of Experience: Satyavati Berera, Chief Operating Office, PwC, India

Satyavati Berera“As you join the profession, don’t lose sight of your ambition—continue to plan for growth and upskilling to stay relevant—but remember to keep a view to long-term goals and balance professional and personal needs to avoid burn out,” says Satyavati Berera, COO of PwC in India.

“There will be times when something will have to take precedence and something else might take a backseat, but that’s natural and expected.”

Making Her Mark

Berera joined PwC more than three decades ago as an intern after graduating from Lady Shri Ram College, University of Delhi. During her tenure, she’s had the opportunity to work in a wide variety of positions as she built her career trajectory, from her first role as an auditor, then moving to Risk Advisory, becoming Managing Partner for North in 2011, Consulting Leader for PwC India in 2013 and eventually taking up the COO position in 2016.

She takes pride in several milestones as she made the most of the multiple opportunities offered by the firm, assuming various roles that enriched her professional journey. But of course, nothing surpasses the fulfillment she feels in the honor of being the first woman partner in 100 years in the Audit practice of the India firm (then Price Waterhouse) and subsequently becoming the first woman COO in Big 4 in India in 2016.

Currently she is leading the transformation agenda for the firm, working to increase collaboration among its people and with the network, and spearheading programs to meet the expectations of a younger than ever workforce. “As COO, to be in the center of all these changes is frankly very exciting,” Berera says. “It’s a thrilling opportunity to lead these initiatives to drive meaningful change and help break barriers to make PwC and our people more future-ready.”

And she notes, she personally has benefited from a great deal of learning, both in this role and throughout her career. Berera also embraces her role as a change agent as the firm continues to enmesh technology and digital strategies, making it central to everything they do.

Berera says that “Today clients are increasingly looking to firms to provide specialized integrated offerings, where they take more than one competency to the client, thus providing holistic solutions to larger business problems. Technology is no longer the solution only to a CEO’s technology problem, it is at the centre of their business strategy. Therefore, we have to create an ecosystem for our people to really think like that.” Encouraging innovation and improving digital acumen of its people is firmly rooted in the firm’s strategy and Berera is committed to making it a success.

Continuing to Create Equal Opportunities

Success paths for women continue to be an issue throughout most organizations in India, which largely lacks an enabling culture for women in the middle to senior management areas. While all firms are working to establish programs and initiatives that address the void, she believes the country is a few years behind. “The sponsorship opportunities for women and custom development programs are still not enough, given the demands of their personal lives,” Berera says. “We still lose women in the mid- to senior-management levels because of personal needs, and it is unfortunate that we’ve not been able to plug this leak.”

But as she notes, PwC is a leader in this arena, having pioneered a number of initiatives to help support the advancement and retention of women. Some of the most noteworthy ones include a generous sabbatical policy and the “full-circle” program, which allows women employees to take a break for family reasons or to pursue other dreams, and then later re-join the firm. Additionally, high-performing employees can retain their last year’s rating if they have worked for significantly less time during a performance year due to a leave of absence or extended leave for maternity or other personal needs.

The firm is also proud to support mentoring programs for women at the manager level and above, where they can spend time with senior leadership, which can provide a boost to their career development journey. Other small, yet very powerful, actions include providing flexibility to women employees to address challenges that arise from working at home or reduced hours, as well as additional support for expectant mothers in the last trimester.

Finding Balance in Her Own Life

Berera prioritizes spending time with her husband and son. They all love to travel, which helps them de-stress, and wellness is important to her, so she starts each day with yoga.

She also likes to spend time organic farming on a small piece of land about 45 minutes from her home, where she grows seasonal flowers and produce.

“It’s a very soothing experience, as it teaches you to be calm, patient and to stay invested for the long term,” Berera says, adding that farming has also taught her to appreciate that success is not always predicted solely by the effort you put in. “Sometimes outcomes are beyond your control, due to factors like environmental conditions. You learn to take it in stride and move ahead.”

And of course, that philosophy bears fruit for all aspects of life.

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Intrepid Woman: Noha Waibsnaider, Founder & CEO, GatheringUs

Noha WaibsnaiderWhen one of Noha Waibsnaider’s loved ones passed away, she was overwhelmed by grief—which made the logistical hurdles of coordination and communication that much more challenging during an already difficult time.

She yearned for a simpler way to find support, conduct all the necessary tasks and purposefully commemorate a life. That was the catalyst for the website GatheringUs, a lasting online space that brings communities together after a death to support each other and celebrate the life of their loved ones.

As part of a large family, she has organized many memorials and funerals, and so knew firsthand the challenges of coordinating family and friends—trying to keep everyone in the loop while planning multiple events and logistics, and doing it all through the emotional roller coaster of mourning.“I was grateful for the outpouring of support from my community, and I realized many wanted to help, yet struggled to find ways to be supportive. I created GatheringUs to provide resources and a simpler way to mobilize everyone and commemorate loved ones,” Waibsnaider explains.

The need is so clear, she says, noting that after launching the site just three months ago, they have already had 30,000 visitors and memorials from all over the world, representing diverse groups of different ethnicities, religions and generations.

“Death scares people, and they don’t want to talk about it, and then you add in the preconceived notions about how funerals are supposed to be. Our goal is to empower people to celebrate and honor their loved ones in a meaningful and personal way that helps them process the loss.”

An Impressive Pedigree

This latest venture sprang from a personal, relatable need, but Waibsnaider already possessed the business acumen that has allowed her to build it so successfully. A serial social entrepreneur and brand builder, she holds an MBA from Columbia Business School and started her career in brand management at Unilever for consumer staples such as Ragu and Lipton. She parlayed that success into a new venture and founded Peeled Snacks, an organic food company, in 2004. She grew and ran the brand for 13 years—vaulting it into the upper echelon by raising $20 million in equity financing and bringing healthy fruit and vegetable snacks to millions of consumers nationwide.

“When I started my last company, I was in a rush to grow and sell within a very short time. I wish in retrospect that I had set my sights on a longer-term horizon,” she says, which would have made it easier to ride the highs and lows and put less pressure on immediate results. Nevertheless, even with that perspective, there’s no denying the impact she made on the business world with her ambition and ingenuity.

Along the way Waibsnaider has been honored with numerous awards, having been recognized as a White House Champion of Change; one of the “Women to Watch,” from Jewish Women International; named to the list of “50 Fastest-Growing Women-Led Companies” by the Women Presidents’ Organization; recognized as a Columbia Business School Distinguished Alumna; and received the Ecademy Award for Entrepreneurship, also from Columbia Business School.

She advises other would-be entrepreneurs to identify a cause or void that they are passionate about, which will allow you to sustain meaning and purpose over time. However, you also have to make sure it has a viable financial model because you can only keep doing it if you can support the business. In addition, she urges entrepreneurs to ask for help from their community. “They want to be there to support you and be part of your success story,” Waibsnaider says.

While she builds her new company, she is in a mode of continuous education and outreach. Notably, she is a 360° Council Member of Reimagine, a nonprofit that hosts a public conversation around death and life celebrations, including a week-long festival in various cities on the topic. The festival in New York in October included 350 events that ranged from presentations by end-of-life doulas and palliative care physicians to art, music, comedians and more, in an inspiring collaboration designed to help others in their stages of grief.

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