Financial Savviness matters – expert tools & tips to retain your female talent - We advance

financial savviness matters – expert tools & tips to retain your female talent

Best Practice Exchange
Advance @ Zurich Insurance Mythenquai
with FinTech Entrepreneur Olga Miler

Tuesday, May 14, 2024
8:30 – 11:30 in English, in Zurich

steps to close the lifetime income gap of women

The Advance whitepaper Die 1 Millionen Franken Lücke revealed the significant difference in lifetime earnings between women and men – overall, women earn a whopping 43% less than men throughout their working lives. The significant threat this poses to women’s economic independence, particularly in their later years, is even more cause for companies and employees to act now.

benefit from concrete tools and expert tips

This Best Practice Exchange defines the practical activities both companies and employees can do to begin to close that 43% income gap.

Zurich Insurance is building financial savviness not only for its customers but for its employees, particularly through empowering women with increased financial knowledge and skills. We’ll explore their WIN Financial Awareness Program and hear from participants on the impact this has had.

We are joined by finance guru Olga Miler who will share her experience from inspiring thousands of people every year to embrace their finances with joy and case studies from other companies with the “learnpath” they are on. She poses the question, “what would make the process go a little faster?”, so that companies can retain women at higher working percentages, ensure salary parity with male colleagues and ultimately narrow the pension gap.

In addition, you will get resources from Olga to distribute amongst your employees so that they can feel empowered to take charge of their financial savviness. Don’t miss this opportunity to delve into crucial topics surrounding financial empowerment, gender equality, and strategies for positive change.

join us for this moderated & interactive session to

  • get a grassroots model for financial empowerment at Zurich Insurance
  • be inspired by the impact on women that it is having
  • gain concrete tools you can support women’s careers/financial decision making with
  • walk away with a step-by-step plan for simple implementation
  • exchange with other member companies on their initiatives for financial education

This workshop targets D&I professionals, HR and Business Leaders with a responsibility and the drive to effectively shape gender equality and their corporate culture.

agENDA

8:30

Arrival coffee / breakfast

9:00

Welcome from Advance & networking

9:20

Zurich Insurance Best Practice & Q&A

9:50

Olga Miler Case Studies

10:20

Practical application of the step-by-step guide

10:50

Feedback, photo and close

11:00

Optional Networking

11:30

End of the event

speakers

Linda Bär

HR Project Manager, Zurich Insurance Switzerland

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Linda Bär

HR Project Manager, Zurich Insurance Switzerland

As a committed HR Project Manager, Linda is responsible the Well-Being strategy, DEIB strategy (Diversity, Equity, Inclusion, Belonging) and the annual employee satisfaction surveys, for Zurich Switzerland. In this inspiring role, her focus is on creating a work environment in which every employee feels valued, heard and can be completely themselves.

Since 2019 when Linda joined Zurich Switzerland, she is a member of WIN Switzerland, Zurich’s Employee Resource Group which promotes gender equality within the company.

Saoirse Jones

Executive Director, Head of Insurance Develop. Forum Eng. at Zurich Insurance, Board Committee member

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Saoirse Jones

Executive Director, Head of Insurance Develop. Forum Eng. at Zurich Insurance, Board Committee member

Saoirse Jones is Head of Insurance Development Forum Engagement at Zurich Insurance Company Ltd, leading their engagement with the Insurance Development Forum, an industry-led public-private partnership focused on extending the use of insurance and risk management capabilities to build greater resilience and protection of vulnerable people, communities and businesses.

In addition, Saoirse is Chair of the Board Investment Committee of NEST, a Swiss pension foundation and pioneer for ethical-ecological investments in occupational pensions, and previously co-chaired WIN Switzerland, Zurich’s Employee Resource Group which promotes gender equality within the company.

Saoirse brings over 20 years of business experience and a deep and broad investment knowledge complemented by extensive strategic and organizational change management experience. She is also passionate about creating space for proactive collaboration and support, and has a strong ability to enable, facilitate and catalyze change.

Olga Miler

FinTech Entrepreneur I Board Member I Award-winning Innovator

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Olga Miler

FinTech Entrepreneur I Board Member I Award-winning Innovator

Olga is a global innovation expert, with 15 years of experience in financial services. She specializes in financial education, sustainability, and gender-smart investing. Olga has been broadly recognized for her transformational achievements to change the financial services industry for women and gender equality with features in the global press and won numerous awards including ‘Inspirational Woman of the Year’ by CityWealth Magazine, a place on the Senior Leaders in Fintech Powerlist by Innovate Finance and “Leading entrepreneurs to watch in 2021” by TechRound.

Following her career at UBS she has co-founded SmartPurse – an independent money school for women and writes the blog “MoneyTalks” for Watson-News. Olga serves as board member of the Cherie Blair Foundation for Women, has two children and lives in Zürich and London.

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registrations

This workshop is exclusive for Advance member companies. Please register your participants (men and women) in the Advance member area here. For Advance members there is no seat limitation for the online Best Practice Exchange workshops. For questions, please contact Faye Witteveen.