Corporate Efforts in Diversity, Equity & Inclusion

Corporate Efforts in Diversity, Equity & Inclusion – Top Down + Grassroots = Change

$60, or complimentary with Signature or Elite benefits

Keyword(s) Kevin Sanchez, Johnathan Medina, THRIVE, Diversity, Equity, Inclusion

Hear from this panel of experts about a variety of successful DEI programs using both approaches: top down corporate change programs, and programs that started at the grassroots level.

Credit Information 1

Tag(s) Behavioral Finance, 1 hour: Institute certifications, On-Demand Recording, Signature (up to 10), Elite (full access)

Description

One of the clear truths that have emerged about DEI change efforts is that “change must start at the top.” And while this is true, it is also the case that often the most pervasive change efforts start at the advisor level and rise throughout an organization. Hear from this panel of experts about a variety of successful DEI programs using both approaches: top-down corporate change programs, and programs that started at the grassroots level.

Speaker:

Kevin Sanchez, CIMA^®, CPWA^®, CFP^®, Senior Vice President - Investments, Financial Advisor, Senior Institutional Consultant

Johnathan Medina, Global Head of DE&I, Macquarie Asset Management

Premier Continuing Education (CE):

- 1 hour of CE credit for CIMA^®, CPWA^®, and RMA^®certifications

- Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected

Expiration:

- One year from the date purchased