Agenda

8:00 am

Welcome

Kevin Keller
CEO
CFP Board

Marilyn Mohrman-Gillis
Executive Director
CFP Board Center for Financial Planning

 

Opening Keynote

Introduction:

Damian Rivera
CEO
Association of Latino Professionals for America (ALPFA)

Speaker:

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

 

“CFP® Pro Talks:” Personal Reflections on Barriers and Opportunities

Moderator:

Mark Tibergien, CEO, Advisor Solutions, BNY Mellon Pershing
Chair of Workforce Development Advisory Group, CFP Board Center for Financial Planning

Speakers:

John Campbell, CFP®
Director of Minority-Owned Business Engagement 
Wilmington Trust

Brittney Castro, CFP®
Founder and CEO of Financially Wise
“I am a CFP® Pro” Campaign Spokesperson

Luis Rosa, CFP®
Founder
Build a Better Financial Future

Lauryn Williams, CFP®
Founder, Worth Winning
Former Olympian

 

Executive Roundtable: Why Diversity Matters

Moderator:

Michelle Singletary
Columnist and Personal Finance Advisor
Washington Post

Speakers:

Craig Young
Director, Market Executive
Merrill Lynch Wealth Management

Samuel Palmer
Managing Director, Business Executive
JP Morgan Chase

Kim Jenson
COO, SVP, Private Client Group
Raymond James

Ileana Musa
Co-Head of International Wealth Management,
Head of International Banking & Lending​
Morgan Stanley

 

The Future of Equality

Introduction:

Bob Glovsky, CFP®
Vice Chair & Senior Wealth Advisor, The Colony Group
Chair of Advisory Council, CFP Board Center for Financial Planning

Speaker:

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

12:00 pm
Networking Lunch
 

Diversity Program Case Studies

Moderator:

Kate Healy
Managing Director, Generation Next
TD Ameritrade Institutional

Speakers:

Amy Philbrook
Head of Diversity and Inclusion
Fidelity Investments

Ronald J. Adams
Head of Field Diversity and Inclusion
Northwestern Mutual

Dr. Chia-Li Chien, CFP®
Director of the Financial Planning Program
California Lutheran University

Elissa Sangster
CEO
Forte Foundation

Kara Underwood
Managing Director, Head of Talent and Learning Strategy
Morgan Stanley Wealth Management

 Breakout Sessions
The role of accountability in the success of diversity and inclusion initiatives.
 

Breakout Sessions Recap Panel

Moderator:

Audra Bohannon
Senior Partner
Korn Ferry

Speakers:

Leslie Tabor
Managing Director, Business Consulting Services
Charles Schwab Advisor Services

Cheryl Nash
President, Investment Services
Fiserv

Crystal Hardie Langston
Principal, Chief Diversity Officer
Vanguard

Cheryl Creuzot, CFP®
President Emeritus
Wealth Development Strategies, LLC

Robert Raben
President and Founder
The Raben Group

 

Closing Keynote

Introduction:

Susan MacMichael John, CFP®
Founder and President of Financial Focus
2019 Chair of CFP Board

Speaker:

Salene Hitchcock-Gear
President
Prudential Individual Life Insurance

5:30 – 7:00 pmReception