What is the Circle of Excellence? 

The Circle of Excellence is an award reserved for the highest achievers within our organization and serves as a barometer of WIFS’ success as it continues to advance and support women in the financial services industry.

 

How Do I Apply?

Applications and supporting income verification documents are accepted until July 31. The qualifying level is determined via personal income documentation. Personal tax forms (1040, 1099, 1120, Schedule C or W2), with identifying information such as name and home address blacked out, must be submitted via mail, fax, or e-mail. Please note that letters from accountants, extensions/incomplete filings, other documentation, late or incomplete applications cannot be considered.

 

Click here to submit your application and qualifying documents for 2023!

 

Qualification Documentation

Qualification for Circle of Excellence is based on personal income. All Circle of Excellence registrants MUST be current members and provide proof of 2022 income. Personal tax forms (IRS forms 1040, 1099, 1120, Schedule C or W2) are the only acceptable forms of income verification. Written letters from accountants, K1 forms, business income or similar forms cannot be accepted. Protect your privacy: Sensitive data such as Social Security numbers and home addresses should be blacked out.

 

3 Ways to Qualify: Published, Unpublished or Anonymous

  • Published: Qualifiers receive a glass award. Your name and qualifying level WILL BE celebrated and recognized on the WIFS website, in programs, brochures, announcements, press releases, conference signage and name badge ribbons.
  • Unpublished: Qualifiers receive a glass award. Your name and qualifying level will be private and WILL NOT BE publicly celebrated or recognized in any WIFS communication.
  • Anonymous: Qualifier identity is completely unknown. You WILL NOT receive an award or any recognition. Your chapter will receive credit for your participation and your total income will be included in the tabulation of the total reported income for all 2023 Circle of Excellence Program qualifiers.

 

Award Levels (based on prior year's income)

Level

Prior Year Income

Topaz

$75,000 - $124,000

Pearl

$125,00 - $249,000

Ruby

$250,00 - $499,000

Sapphire

$500,000 - $749,000

Emerald

$750,000 - $999,000

Diamond

$1,000,000+

Tanzanite

$2,000,000+

 

Congratulations to our 2023 Circle of Excellence Award Recipients

Level   Recipients
Tanzanite  

Ellie Mills, Karen Poore

Diamond  

Christina Nash, Lisa Boyer, Tara Garvin Clark  

Emerald  

Kelly Hoff, Susan Combs 

Sapphire  

Christy Aleckson, Ellen Donahue,Karen Roberts, Lucila Williams, Sheri Hoble

Ruby  

Alanah Phillips, Alyson Burkett, Amber Stitt, Anne Clayton, Bryon Holz, Carri Berger, Christine Jensen, Cristina Mills, Danielle Lucht, Jessica Hughes, Kathleen Owings, Kay Carreon, Kim Flabo, Laura Davis, Laurie Dubow, Manda Lewis, Mindy Helfrich, Richelle Hopkins, Sheila Stith, Susan Ellis, Yuka Nakahara-Gaven

Pearl  

Allison Kaczmar, Angela Ribuffo, Avigail Curry, Betty W. Lee, Cheryl Canzanella, Darlene Hanes, Grace Staten, Irene Barish, Ivonne Crespi, Jessica Porter, Kate Beck, Lesley Batson, Linda Grizely, Lori Niermann, Maricarmen Maisonet Gonzalez, Melissa Robinson, Nicole Loughlin, Samantha Beauvais, Wanda Caffrey, Yazmin Irizarry

Topaz  

Amanda Tetzlaff, Amy Welch, Carol E. Brian, Danielle Diaz, Garbielle Zenner, Ginny Fallon, Jeanie Boymel, Jennifer Hensley, Jill Arnold, Rolsalyn Seda Perez, Stacey Zambory, Yanira Hoyos