Expanding Diversity in Wealth Management
#diversitasFP | #diversitasUAkron
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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 virtual symposium to examine how to attract more women and people of diverse backgrounds into the financial planning profession and wealth management industry.
WHEN: Tuesday, October 27, 2020 - Noon - 3 p.m. ET.
COST: Free, thanks to the generosity of our sponsors.
|Noon-12:30 p.m. ET
Welcome & Program Overview
|Carina Diamond: Chief Experience Officer, Dakota Wealth Management
Barry Mulholland, Ph.D
Director, Financial Planning Program, The University of Akron
Dr. Gary L. Miller: President, The University of Akron
Building a Career in Wealth Management - A Student Interview of an Industry Executive
|Lisa Hunt: Executive Vice President, International Services & Business Initiatives, Charles Schwab & Co.
Emily Erhart: Financial Planning Student & President of FPSA, The University of Akron
Panel Discussion: Systemic & Unconscious Bias in Financial Services and Ways to Move Forward
|MODERATOR: Jolene Lane: Chief Diversity Officer and Vice President of Inclusion & Equity, The University of Akron
Lazetta Rainey Braxton: Co-CEO, 2050 Wealth Partners
Cynthia Owyoung: Vice President, Inclusion, Culture & Change, Charles Schwab & Co.
Walter K. Booker: Chief Operating Officer, MarketCounsel
Keynote Panel: Improving Diversity and Inclusion in Financial Planning and Wealth Management
|MODERATOR: Suzanne Siracuse: CEO/Founder, Suzanne Siracuse Consulting
Adam Antoniades: CEO, Cetera Financial Group
Amy Webber: CEO, Cambridge Investmtent Research, Inc.
Tonia Bottoms: Managing Director and Senior Managing Counsel, BNY Mellon
Closing Remarks and depart for roundtable breakouts
|Barry Mulholland, Ph.D: Director, Financial Planning Program, The University of Akron|
Partner University Roundtable Discussions
|Partner Universities will host these on their virtual platforms|
As host university, The University of Akron would like to thank these schools for being a part of this year's event:
- University of Texas Rio Grande Valley
- Utah Valley University
The University of Akron announces nationwide financial planning diversity symposium, Diversitas10/08/2020
The University of Akron’s College of Business Administration (CBA) today announced it is hosting its fourth annual financial planning symposium, Diversitas: Expanding Diversity in Wealth Management, on Tuesday, Oct. 27, from noon to 3 p.m. EDT. The symposium, named for the Latin origin of “diversity,” examines ways to attract more women and people of diverse backgrounds into the financial planning profession and wealth management industry, and is free for all to attend.
“Diversitas gives current and future financial planning and wealth management professionals an excellent opportunity to learn from industry experts about what can be done to move diversity and inclusion forward within these professions,” says Dr. Barry Mulholland, lead organizer of Diversitas and director of the CBA’s financial planning program. “This event will also give those who are underrepresented in the financial planning profession a better understanding of the great opportunities that exist in the industry.”
Diversitas brings together financial planning and wealth management industry leaders, career influencers, and undergraduate, graduate and doctoral students to discuss career opportunities in the financial services industry. The symposium, which is taking place entirely online this year, will include virtual panel discussions and breakout sessions, enabling students and industry professionals to engage and discuss topics and key panel takeaways in smaller groups.
Speakers include some of the financial services industry’s top thought leaders and advocates, including:
- President and CEO of Cambridge Investment Research Inc., Amy Webber;
- CEO of Cetera Financial Group, Adam Antoniades;
- Managing Director and Senior Managing Counsel at BNY Mellon’s Pershing, Tonia Bottoms;
- Charles Schwab & Co. Executive Vice President Lisa Hunt and Vice President Cynthia Owyoung;
- CEO of Suzanne Siracuse Consulting, Suzanne Siracuse;
- Co-CEO of 2050 Wealth Partners, Lazetta Rainey Braxton;
- Chief Operating Officer at MarketCounsel, Walter K. Booker;
- and Chief Experience Officer of Dakota Wealth Management, Carina Diamond, among others.
University of Akron Vice President for Inclusion and Equity, Jolene Lane, will be leading a panel and University of Akron President Gary L. Miller will provide welcoming remarks. Diversitas is sponsored by Charles Schwab Investment Management, Cetera Financial Group, Cambridge Investment Research and BNY Mellon’s Pershing.
In addition to The University of Akron, Partner Universities include California Lutheran University, California State University, Northridge; Edinboro University, Kansas State University, Michigan State University, Olivet College, Purdue University, Texas A&M University, Texas Tech University, The Ohio State University, University of Georgia, University of North Florida, University of Texas Rio Grande Valley, University of Wisconsin-Green Bay and University of Wisconsin-Madison.
“We are so grateful for our sponsors, who have made it possible for us to offer Diversitas on a national scale this year,” say Dr. Susan Hanlon, interim dean of the CBA. “These sponsor organizations recognize diversity and inclusion as a critical piece of the future of financial services, and they are taking the necessary strides to make a difference. Financial advisors play a major role in advocating for diversity, and our goal is to provide them with the tools they need to be role models for future professionals.”
For more information or to register for Diversitas, please click here. Registration for the event must be completed by Oct. 20, 2020. Professionals can also join the conversation on social media by following the CBA (@UACBA) on Facebook and @UAFPSA on Twitter and using the hashtag #diversitasFP.
Media contact: Alex Knisely, 330-972-6477 or email@example.com.