NYWIFT 2022 Finance Institute: Day 2: Finance for Yourself

Welcome to the NYWIFT 2022 Finance Institute! 

Join us for this three-part virtual finance series to refine your business strategies.

Gain fresh insights from some of today’s leading experts in the industry and position your projects for optimum success. Hear from industry professionals who have successfully funded their projects, incorporated their businesses, and even learn about how to file taxes under your new business. During this three-part finance institute, panelists will provide insider perspectives and frank advice on what it takes to get your business started.

Pricing:

For NYWIFT Members: $20 per day; or $50 for a 3-day package
For Non-members: $40 per day; or $100 for a 3-day package

NYWIFT Gold, Platinum, and Leadership Members attend for free!
(Discount is applied after login)

Register

*When joining the panel, you must login to Zoom with the email used when registering. Please make sure to have the most up to date version of Zoom before joining.

Become a member today to receive discounted access: email membership@nywift.org to join!

New York Women in Film & Television is a non-profit professional association dedicated to helping women reach the highest levels of creative achievement in television, film and media. In addition to providing services to members, NYWIFT plays a vital role in recognizing the contributions of women in media. To learn more about NYWIFT and our programs, please visit www.nywift.org

Day 2: Finance for Yourself

Thursday, June 23rd, 4PM – 6PM ET

Welcome and Presentation:

Fioldaliza “Fio” Vidal (Associate Group Director – Vice President, Signature Bank)

Fioldaliza “Fio” Vidal is a graduate of New York University’s Stern School of Business.  Fio started her banking career in 1995 at NatWest National Bank as a Client Associate.  She applied and successfully completed the Management Training Program at Fleet Bank in 1998 and served as an Assistant Branch Manager.  Fio joined Republic National Bank in 1999 and completed the Financial Credit Training Program and served as a Credit Analyst. 
She started working in the Private Client Team at Republic National Bank in 2001, and has been serving her clients since.  Fio’s credit background enables her to understand and meet her client’s lending and banking needs. 
She joined Signature Bank in 2004 and serves as an Associate Group Director and Vice President in the Marra-Private Client Team.  Fio and the Team are highly skilled banking professionals that serve as a single point of contact for all of her clients’ financial needs.  Her clients appreciate the attention to detail and the highly personalized service that she offers. 

Keynote Speaker:

Dr. Suzanne de Janasz, PhD (Professor of Management and Conflict Analysis & Resolution, George Mason University)

For nearly 30 years, Dr. de Janasz has engaged with individuals and organizations on six continents to improve processes and outcomes through enhanced leadership, negotiation, and persuasion capabilities. Her research and consulting often focuses on women—and their allies—and the actions and mind-shifts needed to level the playing field, creating a better, more innovative, and more sustainable future for everyone.
A highly sought-out speaker, Dr. de Janasz works with organizations such as Nestlé, Freddie Mac, BAE Systems, Credit, Deloitte, World Wildlife Fund, and publishes extensively in academic and practitioner journals (e.g., Harvard Business Review) and newspapers around the world.

Workshop #1: Tax Planning for Filmmakers

This session on taxes will review the business structures available to filmmakers/actors, contrasting the advantages and disadvantages of operating as a Corporation, an LLC and or as a sole proprietor; concepts in tax planning, including some particular to filmmakers; and retirement plans available. Instructed by Certified Public Accountant, Nancy L. Adams.

Nancy L. Adams is a Certified Public Accountant with over 30 years of public accounting experience. She is a partner at Sullivan, Field & Smith, LLC. Adams currently works with a significant number of clients in the film and television industry, including documentary and feature film companies, individual producers, actors and other industry personnel.

Workshop #2: Women and Finances

Over the last few decades, more and more women are taking financial control of their personal lives and transitioning this new found empowerment to starting their own businesses. At the same time, financial literacy is needed more than ever before.  NYWIFT is working to help bring that education to you.

Please join long time nywift sponsors Gail Linn, cfp® and bill fischer, cfp® as they present “women and finances”.  This will be a 60 minute educational conversation on the basics of financial planning.  This presentation will inform you about the key concepts you need to consider when it comes to saving for retirement, protecting your assets, growing your business, estate planning and more. they will clarify some of the more confusing financial issues we face every day and help you focus your efforts on your goals.  Education is empowerment!  By attending this educational chat, you will be more knowledgeable about the fundamental foundations of building your own financial plan. It is time to empower yourselves to build the financial life you have always wanted.

Certified Financial Planners Gail Linn and William Fischer at Fortis Lux Financial will inform you about the key concepts you need to consider when it comes to saving for retirement, protection strategies, business transition, estate planning, and more. They will clarify some of the more confusing financial issues we face every day and help you focus your efforts on your goals. The presentation will also cover tax savings strategies.

William Fischer, CFP, is a Fortis Lux Financial Services and Investment Adviser Representative whose business philosophy and mission is to help individuals develop financial strategies and achieve those strategies through various financial products designed to meet their present and future needs. Fischer’s process is simple and never makes clients feel embarrassed about their financial knowledge. His primary strategy is to educate clients about where they are versus what they want to accomplish….and what products and services are available to best get them there. Once a client’s strategy is established, his job shifts into a service oriented role. A client’s financial strategy is a fluid, ever-changing plan and Fischer is in regular contact to make sure the plan set in motion yesterday, works effectively today. When adjustments are necessary, he presents, discusses and implements any changes, creating a road map to take clients where they want to be.

Gail Linn, CFP, is a Fortis Lux Financial Services and Investment Adviser Representative who specializes in working with professionals and corporate executives as they plan for and transition into retirement. Linn’s 29 years of experience includes presenting numerous financial seminars and workshops on retirement planning to many groups and organizations including NYWIFT, NY Women in Communication, the NY Public Library Financial Literacy Center, Financial Planning Association of NY, Professional Women at MetLife, the Real Estate Board of NY and the Manhattan Chamber of Commerce. Linn believes in being involved in the shaping of the financial services industry and spent 8 years on the Board of FPANY (Financial Planning Association), culminating in being the President and Chairman of the Board and serving one year as Director of Development on the National Board of WIFS (Women in Insurance & Financial Services). She strongly supports the growth of women professionals in financial services and as a result of her efforts in mentoring other women, WIFS presented Linn with the 2014 Angel Award. She has also received the Circle of Excellence Award from them over the past six years. Linn is one of 23 women featured in Financial Services: Women at the Top. Linn is a Lifetime qualifying member of the Million Dollar Round Table and was honored in 2013 by the online publication Life Health Pro as being one of the “20 Women In Insurance You Need to Know”.