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.

 

    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 14, 2019

 

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
UA Interim President John C. Green; and the 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, Financial Planning Program Director at University of South Florida
9:10-9:20 a.m.
BREAK
9:20-9:30 a.m.
Show Me the Money: Scholarships and Their Impact
Carina Diamond, Founder and CEO, Springside Partners
9:30-10:15 a.m.
Diversity of Careers in Financial Services
Panel Discussion
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
Panel
Students: Young Professionals Panel
Panel
Professionals: BiagnosticsTM: Where behavioral finance meets client experience
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
Students: Group Discussion - Ways to Impact Financial Literacy and the Industry Discussion Leader
Professionals: Group Discussion - Ways to Impact Financial Literacy and the Industry Discussion Leader
Noon-12:15 p.m.
Transition/networking/break/get to seats
12:15-12:45 p.m.
Lunch - Group Discussion Recap
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.
Call to Action: Financial Literacy & Financial Planning Resources
Program Committee
1:30-1:45 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.

Read full bio open_in_new

SPEAKERS AND PANELS

Dr. John C. Green, Interim President, The University of Akron Bio open_in_new

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, Financial Planning Program Director at University of South Florida - Bio open_in_new

Show Me the Money: Scholarships and Their Impact
Carina Diamond, Founder and CEO of Springside Partners - Bio open_in_new

Diversity of Careers in Financial Services
A Panel Discussion

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

Breakout Sessions with Career Influencers, Students and Professionals Topics include: Hidden Truths, Issues for Young Professionals, Unconscious Bias, and Ways to Impact Financial Literacy and the Industry

 

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

 

SPONSORS

List coming soon.

 

 

LEAD FOUNDING SPONSOR