Membership

The Membership and Corporate Outreach Committee is Co-Chaired by Karen Lorentz and Suzanne O'Connell, Board members of the WBC. The Membership Committee focuses its attention on on-boarding new Corporate and Individual members and managing their participation in the WBC. The activities associated with the Committee are: new member onboarding, extensive liaison work with new and current members, database updating, assisting Events Committee in planning New Member events and analyzing monthly membership statistics to assure that our Corporate Member firms are getting the most of their membership. The Committee is supported by a Membership Coordinator.

In addition, the Corporate Outreach Committee targets financial service firms whose diversity programs might benefit from membership in the WBC and would also round out the WBC corporate membership roster. The Committee taps the WBC’s broad network when soliciting new corporate member firms, prepares pitch documents and presents to decision makers. In addition, the Co-Chairs and Committee members often assist Corporate Member firms with their own outreach and networking events. We also work with our Corporate Member firms and other industry groups in identifying and sharing best practices.

The time commitment averages one hour per week. Work can be performed individually or as part of a team of committee members. The Committee as a group meets monthly either in-person or via a conference call.

We value the support of our Corporate Members and work closely with them to ensure that a mutually beneficial relationship is developed.

• A corporate membership allows a company to nominate employees who meet the standard requirements for membership in the WBC.
• A table at our Annual Merit Award Dinner is reserved for each Corporate Member Firm.
• Corporate members may nominate a Rising Star to be honored at the Merit Award Dinner.
• Corporate Member status is highlighted on the WBC website as well as in printed materials.
• All prospective members (corporate and individual) must attend two events. (In addition, prospective individual members must provide two letters of recommendation from existing WBC members.
• Corporations have a choice of two levels of corporate membership in the WBC: Standard and Gold

• 20 Members for your Corporate Membership
• 10-seat table at Merit Award Dinner
• One full-page color ad in Merit Award Dinner program
• Prominent Logo display at Dinner in all multi-media uses
• Additional prominent signage at Dinner
• Verbal recognition at Dinner
• Inner Circle seating at Dinner
• Participation in the "Rising Star" recognition program
• Cost $12,500 per firm, partially tax-deductible

• 15 Members for your Corporate Membership
• 10-seat table at Merit Award Dinner
• One full-page color ad in Merit Award Dinner program
• Logo display
• Rising Star Nomination
• Cost $8,500 per firm, partially tax-deductible

• Investment Products
• Investment Advice
• Investment Banking Services
• Trading Services
• Treasury Services
• Custody Services
• Asset Management Services
• Merger and Acquisition Advisory Services
• Private Equity Investments
• Market and Investment Research Services
• Debt and Liquidity Products
• Access to domestic and/or foreign equity, currency, and debt markets