CFP BOARD CENTER FOR FINANCIAL PLANNING

Presents a must-attend conference with a singular mission:
advancing diversity and inclusion in our profession.

2019 DIVERSITY SUMMIT

November 13, 2019    JW Marriott, Washington, DC    8 AM - 5 PM

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Summit Overview

The 2019 Diversity Summit builds upon the last year’s convening with a focus on Accountability – highlighting the leadership of firms, academic institutions and partner organizations to create a more diverse profession – through case studies and best practices. The agenda will also include the release of a new report showcasing why a diverse workforce is important for both the financial planning profession and financial planning firms.

The CFP Board Center for Financial Planning launched over three years ago with a big vision – to ensure every American has access to competent and ethical financial planning advice. This vision can only become a reality with a more diverse and sustainable financial planning profession. However, blacks and Latinos represent just 3.7 percent of all
CFP® professionals.

To address this issue head on, the Center hosted its first-ever Diversity Summit in 2018, convening employers, educators, non-profits, and financial planners in a collective effort to advance racial diversity in the profession.  At the 2018 Summit, the Center released Racial Diversity in Financial Planning: Where We are and Where We Must Go, a thought leadership paper that outlines research-based, actionable solutions each stakeholder group can do to create impact.

"The future of financial planning stands at a fork in the road. Will our profession rise to the responsibility of embracing diversity of fellow colleagues, clients and stakeholders? My vote is 'Yes, we must' and attending the Diversity Summit is an actionable way toward understanding and committing to this responsibility!"
Trudy R. Turner, CFP®, CPA
Senior Wealth Manager
United Capital
2018 Diversity Summit Attendee

100% of 2018 Summit attendees surveyed indicated they would return.

2019 Summit will take discussions to the next level – action to results – by showcasing research, case studies and best practices.

We are all struggling to have impact in our own firms and organizations. Working together, we can make an impact.

Agenda

  • Release of comprehensive report showcasing why a diverse workforce is important for both the financial planning profession and financial planning firms

  • CFP® Pro Talks featuring personal reflections

  • Case studies from successful diversity initiatives

  • Executive roundtable

  • Facilitated breakout groups

  • Call to action

Who Will Attend

300+ thought leaders in financial planning and beyond:

  • Executives from financial services firms

  • Program directors from colleges and universities with financial planning programs

  • Influencers at key organizations that can reach diverse populations

  • Experts in diversity and inclusion

  • Financial planning practitioners

  • Media

2019 Diversity
SUMMIT SPONSORS

SIGNATURE SPONSORS

MAJOR SPONSORS

CENTER FOR FINANCIAL
PLANNING SPONSORS

LEAD FOUNDING SPONSOR

FOUNDING SPONSORS

Summit sponsors have a unique opportunity to demonstrate leadership and commitment to diversity in the financial planning profession.  To learn more about sponsoring the Summit, please contact Diane LaVigna, CFRE, Director of Development, Center for Financial Planning, at dlavigna@cfpboard.org or 202-379-2275.

“As a frequent industry conference attendee, the Center’s Diversity Summit was one of the best events I’ve attended on the topic. I left enlightened, challenged and inspired to continue to support D&I efforts and to contribute in making a difference in this industry. Much work still needs to be done but hearing from other trailblazers assured me that the best is yet to come.”

Diego Verdugo
Director - Retirement Solutions
Principal
2018 Diversity Summit Attendee

Our Speakers

Maria Contreras-Sweet

Founder, Contreras-Sweet Companies;
Former Administrator, Small Business Administration

Kenji Yoshino

Chief Justice Earl Warren Professor of Constitutional Law
NYU School of Law

Salene Hitchcock-Gear

President of Individual Life Insurance
Prudential

Kate Healy

Managing Director,
Generation Next

TD Ameritrade Institutional

Craig Young

Executive Director
Merrill Lynch Wealth Management

Samuel Palmer

Managing Director and Head of Business Development & Strategy
Chase Wealth Management

Mark Tibergien

CEO, Advisor Solutions
BNY Mellon Pershing

Amy Philbrook

Head of Diversity and Inclusion
Fidelity Investments

Cy Richardson

Senior Vice President
National Urban League;
Chair of Diversity Advisory Group
CFP Board Center for Financial Planning

Michelle Singletary

Columnist and Personal Finance Advisor
Washington Post

Elissa Sangster

CEO
Forte Foundation

Cheryl
Creuzot, CFP®

President Emeritus
Wealth Development Strategies

Luis
Rosa, CFP®

Founder
Build a Better Financial Future

Lauryn
Williams, CFP®

Founder
Worth Winning;
Former Olympian

John
Campbell, CFP®

Manager of Fiduciary Services, Governance and Business Management
Wilmington Trust

Brittney
Castro, CFP®

Founder and CEO
Financially Wise;
“I am a CFP® Pro”
Campaign Spokesperson

“It’s amazing what can be achieved when no one cares who gets the credit, and I think that’s one of the major themes at this Summit.”

Cy Richardson
Senior Vice President, National Urban League
Chair of Diversity Advisory Group, CFP Board Center for Financial Planning

REGISTER FOR THE 2019 SUMMIT