diversitas

Expanding Diversity in Wealth Management

 #diversitasUA | #UAkron

 

 

ABOUT DIVERSITAS

Diversitas is a financial knowledge symposium bringing leaders in financial planning and wealth management together with career influencers and diversity and inclusion thought leaders, along with university and high school students who are exploring the industry and profession, to build professional hope for young people and career changers in an industry that is working diligently to be fully inclusive. It is brought to the community by the Financial Planning Program in The University of Akron’s College of Business Administration.


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    WHO: Career influencers (people who advise and encourage both students and career-changers about career choices), AND financial advisors who are the best source of information about the career and attributes that make it a great career choice, AND university and high school students who are interested in understanding the financial planning profession and the wealth management industry.

    WHAT: A daylong symposium to examine how to attract more women and people of diverse backgrounds into the financial planning profession and wealth management industry.

    WHEN: Thursday, Nov. 21, 2019
      Check-in begins at 7:30 a.m. Program: 8 a.m. to 1:30 p.m.

    WHERE: Jean Hower Taber Student Union, (map) on The University of Akron campus. Address: 303 Carroll St.

    COST: $35 for financial advisors. Free for career influencers and students. Includes free parking, lunch and materials.

    CONTINUING EDUCATION:
    • PK-12 teachers are eligible for free professional development contact hours (5.0 hours)
    • Financial professionals may be eligible for 1.0 hours of continuing education

 

REGISTRATION

Career influencers - Free

    Who are career influencers? Teachers, guidance counselors, curriculum directors and others from schools districts. Academic advisors, admissions personnel, faculty and others from higher ed. Community leaders of all stripes.

Students - Free

    University and high school students who are interested in understanding the financial planning profession and the wealth management industry.

Financial advisors and financial firm employees - $35 each

    Who are financial advisors? Anyone who is employed by a financial advisor, RIA, broker/dealer, custodian, bank, trust company, or other financial firms.

    Download the Sponsorship flyer (PDF) open_in_new

Register before
November 18, 2019
at Noon
 

Register online now open_in_new


Questions?
Contact Barry Mulholland at bmulholland@uakron.edu or 330-972-4524.

 

AGENDA (tentative)

Time/Topic

Speaker
7:30-8 a.m.
Check-in and breakfast snacks
8-8:10 a.m.
Welcome & Recognition		 Dr. Susan Hanlon, Interim Dean of the College of Business Administration
8:10-8:20 a.m.
The Need for Diversity in Financial Services		 Cynthia Owyoung, VP, Diversity & Inclusion, Charles Schwab & Co.
8:20-8:50 a.m.
Removing Barriers: New Diversity Research in Financial Services		 Whitney Tome, Principal, The Raben Group for the CFP Board Center for Financial Planning
8:50-9:10 a.m.
Impacting Financial Literacy: The Collaborative Power of Educators and Financial Professionals		 Dr. Laura Mattia, MBA, CFP®, Financial Planning Program Director at University of South Florida
Sponsored in part by the Office of Inclusion and Equity at The University of Akron.
9:10-9:20 a.m.
BREAK
9:20-9:30 a.m.
Show Me the Money: Scholarships and Their Impact		 Carina Diamond, CFP®, AIF®, Chief Experience Officer, Managing Partner, Dakota Wealth Management
9:30-10:15 a.m.
Diversity of Careers in Financial Services - A Panel Discussion		 Heather Welsh CFP®, AEP®, MSFS, VP of Wealth Planning, Sequoia Financial Group - Panel Host
Rhys Williams, CPWA®, Advisor, Dakota Wealth Management
Jami Farr, Regional Sales Manager, Select Sector SPDR's
Meghan Cihlar, Managing Director, Risk Management, Charles Schwab & Co.
10:15-10:45 a.m.
Networking Break
10:45-11:35 a.m.
Breakout Session #1
Career Influencers: Snapshot of the Industry: Hidden Truths About Financial Services
 Discussion leader: Leandra Schindler CFP®, President & Financial Planner, Flowering Financial Planning
Jan Alleman-Trumbull, Retired Teacher & Current Advisor Client, Sponsored by Plante Moran
Kelly Dolan, Director of Talent Acquisition, 21st Century Financial
Erica Rhines , Business Development Representative, Charles Schwab & Co., Inc., Richfield, OH
Elizabeth Kozenko, VP of Finance & Administration, Valmark Financial Group
Charles Idemudia, Financial Planner, Skylight Financial Group
Students: Young Professionals Panel
 Discussion leader: Emily Sipes, Internship Coordinator, Valmark Financial Group, Akron, OH
Erica Hollingsworth, Brokerage Services Representative, Charles Schwab & Co., Inc., Richfield, OH
Caitlyn Gimler, Finance/Financial Planning Student, Grand Valley State University, MI
Shelby Amatangelo CPA, Assurance Auditor, Ernst & Young, Cleveland, OH
Gabrielle Mollick, Client Solutions Team Member, Mercer Advisors, Denver, CO
Alex Mechling, Sr., VP & Managing Director, Employee Benefits Div., The Fedeli Group
Professionals: BiagnosticsTM: Where behavioral finance meets client experience
 Discussion leader: Michael Savage, CFA, Senior Client Portfolio Strategist
11:35 a.m.-Noon
Breakout Session #2
Career Influencers: Group Discussion - Ways to Impact Financial Literacy and the Industry
 Discussion Leader: Whitney Tome, Principal, The Raben Group for the CFP Board Center for Financial Planning
Students: Group Discussion - Ways to Impact Financial Literacy and the Industry Discussion Leader: Brett Orvieto, Managing Partner, Ft. Lauderdale Office, Dakota Wealth Management
Professionals: Group Discussion - Ways to Impact Financial Literacy and the Industry Discussion Leader: Kimberly Murphy, MBA, MS, CFP®, Senior VP, McDonald Partners LLC
Noon-12:15 p.m.
Transition/networking/break/get to seats
12:15-12:45 p.m.
Lunch - “People, Place and Promises” - Dr. Gary L. Miller, President, The University of Akron
12:45-1:15 p.m.
Keynote - "On Your Own" - Mark Tibergien, CEO, BNY Mellon's Pershing Advisor Solutions
1:15-1:30 p.m.
 Group Discussion Recap
1:30-1:40 p.m.
Call to Action: Financial Literacy & Financial Planning Resources
1:40-1:45 p.m.
Departure

 

SPEAKERS, PANELS AND BREAKOUTS

KEYNOTE SPEAKER - 'On Your Own'

Mark Tibergien, Pershing Advisor Solutions CEO, on the need for financial advisors to address underserved communities.

Prior to joining Pershing in 2007, Mark was a principal at the accounting and consulting firm, Moss Adams LLP, where he was partner-in-charge of the Business Consulting group, chairman of the Financial Services Industry group and partner-in-charge of the Business Valuation group. Previously, he was president of a nationally recognized bank and business training and consulting firm, a principal in an investment management and business valuation firm, a writer for a financial trade magazine and a general assignment newspaper and radio reporter.

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SPEAKERS AND PANELS


Dr. Gary L. Miller, President, The University of Akron

Dr. Susan Hanlon, Interim Dean, College of Business Administration, The University of Akron

The Need for Diversity in Financial Services

Cynthia Owyoung, Vice President of Diversity and Inclusion, Charles Schwab

Removing Barriers, New Diversity Research in Financial Services
Whitney Tome, Principal, The Raben Group for the CFP Board Center for Financial Planning

Impacting Financial Literacy: The Collaborative Power of Educators and Financial Professionals
Dr. Laura Mattia, MBA, CFP®, Financial Planning Program Director at University of South Florida

Show Me the Money: Scholarships and Their Impact
Carina Diamond, CFP®, AIF®, Founder and CEO of Springside Partners

Diversity of Careers in Financial Services - A Panel Discussion
Heather Welsh CFP®, AEP®, MSFS, VP of Wealth Planning, Sequoia Financial Group
Rhys Williams, CPWA®, Advisor, Dakota Wealth Management
Jami Farr, Regional Sales Manager, Select Sector SPDR's
Meghan Cihlar, Managing Director, Risk Management, Charles Schwab & Co.

Career Influencers: Snapshot of the Industry: Hidden Truths About Financial Services
Leandra Schindler CFP®, President & Financial Planner, Flowering Financial Planning
Jan Alleman-Trumbull, Retired Teacher & Current Advisor Client, Sponsored by Plante Moran
Kelly Dolan, Director of Talent Acquisition, 21st Century Financial
Erica Rhines, Business Development Representative, Charles Schwab & Co., Inc., Richfield, OH
Elizabeth Kozenko, VP of Finance & Administration, Valmark Financial Group
Charles Idemudia, Financial Planner, Skylight Financial Group


Young Professionals Panel
Discussion leader: Emily Sipes, Internship Coordinator, Valmark Financial Group, Akron, OH
Erica Hollingsworth, Brokerage Services Representative, Charles Schwab & Co., Inc., Richfield, OH
Caitlyn Gimler, Finance/Financial Planning Student, Grand Valley State University, MI
Shelby Amatangelo CPA, Assurance Auditor, Ernst & Young, Cleveland, OH
Gabrielle Mollick, Client Solutions Team Member, Mercer Advisors, Denver, CO
Alex Mechling, Sr., VP & Managing Director, Employee Benefits Div., The Fedeli Group

BiagnosticsTM: Where behavioral finance meets client experience
Michael Savage, CFA, Senior Client Portfolio Strategist

Breakout Sessions for Career Influencers, Students and Professionals Topics include: Hidden Truths, Issues for Young Professionals, Unconscious Bias, and Ways to Impact Financial Literacy and the Industry
Whitney Tome, Principal, The Raben Group for the CFP Board Center for Financial Planning
Brett Orvieto, Managing Partner, Ft. Lauderdale Office, Dakota Wealth Management
Kimberly Murphy, MBA, MS, CFP®, Senior VP, McDonald Partners LLC

 

HOTEL

Courtyard Marriott Downtown Akron

Last day to book for group rate: Saturday, November 2, 2019

Marriott hotel is offering a special group rate of $124 USD per night.

Book online now open_in_new

Welcome to the City of Akron! Take a look at our digital concierge, provided by the Akron Summit Convention & Visitors Bureau, to begin your adventure.

 

RESOURCES

Join our LinkedIn Group
Diversitas: Expanding Diversity in Wealth Management
For ongoing discussion about diversity in wealth management.



Articles
Racial Diversity in Financial Planning: Where We Are and Where We Must Go
Released in 2018, the CFP Board Center for Financial Planning’s thought leadership paper outlines actionable solutions for industry stakeholders to create a more diverse and inclusive profession. The report was developed in consultation with the Center’s Diversity Advisory Group, and is based on findings from the Center’s comprehensive research study on the underrepresentation of blacks and Latinos in the financial planner workforce.



Initiatives & Events
CFP Board Center for Financial Planning programs in Diversity and Inclusion
In addition to raising awareness of financial planning careers among underrepresented populations, the CFP Board Center for Financial Planning seeks to effect systemic change across recruiting, training and retention practices to foster a more diverse workforce that reflects the changing demographics of wealth in the United States.

CFP Board Center for Financial Planning’s 2019 Diversity Summit
CFP Board Center for Financial Planning’s Diversity Summits engage and hold stakeholders accountable for advancing diversity and inclusion by showcasing case studies and best practices for hiring, developing and retaining diverse CFP® professionals.



Scholarships
The Valmark Financial Group Scholarship in Financial Planning

College of Business Administration Scholarships and Financial Aid

CFP Board Center of Financial Planning Scholarships

TD Ameritrade Institutional NextGen Scholarships
Twelve $5,000 scholarships – next application window open in April 2020

Budros, Ruhlin, and Roe (Columbus, OH)
Combined scholarship with a summer internship

 

 

LEAD FOUNDING SPONSOR