Philanthropy as a Catalyst for Client Engagement and Business Growth
Presented by Erika Williams
Vice President, Client Development, RSF Social Finance
Session date and time May 2, 2023 11:00 a.m. - 12:00 p.m.
In this session, two leaders in philanthropy will offer examples of integrated capital, share the expectations of their ultra-high-net-worth clients, and discuss the role of advisors in this critical conversation. You can expect to gain valuable perspective as well as receive actionable ideas for advisors to shape their practices for growth with philanthropy as the catalyst.
ACE Academy 2023
Speaker Bio
Erika Williams Vice President, Client Development, RSF Social Finance
Erika Danina Williams oversees the client development department at RSF Social Finance and leads its donor and investor relations, business development and community engagement activities. Before joining RSF, Williams held roles in investment management and advisory and donor development where she honed her fundraising skills. With more than 10 years of experience in finance, she is helping RSF apply its integrated capital approach to fund innovative social enterprises for a more inclusive economy. Williams previously worked at Mitsubishi UFJ Financial Group, J.P. Morgan Chase & Co. and Wells Fargo & Co. She earned an MBA from the University of Chicago Booth School of Business.
