Virtual Diversity Summit and Career Fair - November 17-19, 2021 - 12-4 ET
Premier Sponsor

Speakers and Sessions Include:

Marguerita Cheng

Jane Hyun

Founder & President,
Hyun & Associates

Best-selling author of Breaking the Bamboo Ceiling, and co-author of FLEX - The New Playbook for Managing Across Differences. Often called an ‘interpreter,’ Jane Hyun is the leading authority for leveraging culture and diversity to drive business growth and innovation. Join a fireside chat to discuss cultural fluency in business and leadership.

Kamila Elliott

Rachel J. Robasciotti

Founder & CEO,
Adasina Social Capital

A fierce advocate for social justice in the financial industry, Rachel leads an investment and financial activism firm that serves as a critical bridge between financial markets and social justice movements. She will share findings from her research on due diligence processes to acquire more asset manager diversity.

Raymone Jackson

Mark Tibergien

Chair, Workforce Development Committee, CFP Board Center for Financial Planning

Nationally recognized expert on management, strategy, and transition issues within the financial services industry, Mark will lead a discussion on CFP Board’s guide, “Financial Planning Career Paths: Building More Sustainable and Successful Businesses,” and how CFP Board recruits, onboards, and retains the next generation of financial planners.

Join Us!
  • Join us for the 2021 Virtual Diversity Summit focused on actionable solutions to advance diversity in financial planning.
  • The theme of the fourth annual Summit is Metrics that Matter, highlighting qualitative and quantitative metrics for firms’ workforce and culture by experts and practitioners.
  • November 19th will feature a Virtual Career Fair for employers seeking CFP® professionals focused on women and people of color candidates.
  • Release of Thought Leadership Paper series focused on relevant DEI metrics.

Register Now

Premier Sponsor
Merrill - A Bank of America Company
Major Sponsors
Ballentine Partners, Vanguard
Benefactor Sponsors
JP Morgan, Morgan Stanley
Champion Sponsor
Supporting Sponsors
Facet Wealth, LPL Financial
Patron Sponsor
Center for Financial Planning Founding Sponsors
Northwestern Mutual, Envestnet, Charles Schwab

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