diversitas
Expanding Diversity in Wealth Management
#diversitasFP | #diversitasUAkron
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ABOUT DIVERSITAS 2019
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.
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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.
- 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
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
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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:
REGISTRATION
Career influencers - Free
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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
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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
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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 18, 2019
at Noon
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 |
Dr. Susan Hanlon, 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, MBA, CFP®, Financial Planning Program Director at University of South Florida Sponsored in part by the Office of Inclusion and Equity at The University of Akron. |
9:10-9:20 a.m. BREAK |
|
9:20-9:30 a.m. Show Me the Money: Scholarships and Their Impact |
Carina Diamond, CFP®, AIF®, Chief Experience Officer, Managing Partner, Dakota Wealth Management |
9:30-10:15 a.m. Diversity of Careers in Financial Services - A Panel Discussion |
Heather Welsh CFP®, AEP®, MSFS, VP of Wealth Planning, Sequoia Financial Group - Panel Host Rhys Williams, CPWA®, Advisor, Dakota Wealth Management Jami Farr, Regional Sales Manager, Select Sector SPDR's Meghan Cihlar, Managing Director, Risk Management, Charles Schwab & Co. |
10:15-10:45 a.m. Networking Break |
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10:45-11:35 a.m. Breakout Session #1 |
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Career Influencers: Snapshot of the Industry: Hidden Truths About Financial Services |
Discussion leader: Leandra Schindler CFP®, President & Financial Planner, Flowering Financial Planning Jan Alleman-Trumbull, Retired Teacher & Current Advisor Client, Sponsored by Plante Moran Kelly Dolan, Director of Talent Acquisition, 21st Century Financial Erica Rhines , Business Development Representative, Charles Schwab & Co., Inc., Richfield, OH Elizabeth Kozenko, VP of Finance & Administration, Valmark Financial Group Charles Idemudia, Financial Planner, Skylight Financial Group |
Students: Young Professionals Panel |
Discussion leader: Emily Sipes, Internship Coordinator, Valmark Financial Group, Akron, OH Erica Hollingsworth, Brokerage Services Representative, Charles Schwab & Co., Inc., Richfield, OH Caitlyn Gimler, Finance/Financial Planning Student, Grand Valley State University, MI Shelby Amatangelo CPA, Assurance Auditor, Ernst & Young, Cleveland, OH Gabrielle Mollick, Client Solutions Team Member, Mercer Advisors, Denver, CO Alex Mechling, Sr., VP & Managing Director, Employee Benefits Div., The Fedeli Group |
Professionals: BiagnosticsTM: Where behavioral finance meets client experience |
Discussion leader: Michael Savage, CFA, Senior Client Portfolio Strategist |
11:35 a.m.-Noon Breakout Session #2 |
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Career Influencers: Group Discussion - Ways to Impact Financial Literacy and the Industry |
Discussion Leader: Whitney Tome, Principal, The Raben Group for the CFP Board Center for Financial Planning |
Students: Group Discussion - Ways to Impact Financial Literacy and the Industry | Discussion Leader: Brett Orvieto, Managing Partner, Ft. Lauderdale Office, Dakota Wealth Management |
Professionals: Group Discussion - Ways to Impact Financial Literacy and the Industry | Discussion Leader: Kimberly Murphy, MBA, MS, CFP®, Senior VP, McDonald Partners LLC |
Noon-12:15 p.m. Transition/networking/break/get to seats |
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12:15-12:45 p.m. Lunch - “People, Place and Promises” - Dr. Gary L. Miller, President, The University of Akron |
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12:45-1:15 p.m. Keynote - "On Your Own" - Mark Tibergien, CEO, BNY Mellon's Pershing Advisor Solutions |
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1:15-1:30 p.m. Group Discussion Recap |
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1:30-1:40 p.m. Call to Action: Financial Literacy & Financial Planning Resources |
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1:40-1:45 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.
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SPEAKERS AND PANELS
Dr. Gary L. Miller, President, The University of Akron
Dr. Susan Hanlon, 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, MBA, CFP®, Financial Planning Program Director at University of South Florida
Show Me the Money: Scholarships and Their Impact
Carina Diamond, CFP®, AIF®, Founder and CEO of Springside Partners
Diversity of Careers in Financial Services - A Panel Discussion
Heather Welsh CFP®, AEP®, MSFS, VP of Wealth Planning, Sequoia Financial Group
Rhys Williams, CPWA®, Advisor, Dakota Wealth Management
Jami Farr, Regional Sales Manager, Select Sector SPDR's
Meghan Cihlar, Managing Director, Risk Management, Charles Schwab & Co.
Career Influencers: Snapshot of the Industry: Hidden Truths About Financial Services
Leandra Schindler CFP®, President & Financial Planner, Flowering Financial Planning
Jan Alleman-Trumbull, Retired Teacher & Current Advisor Client, Sponsored by Plante Moran
Kelly Dolan, Director of Talent Acquisition, 21st Century Financial
Erica Rhines, Business Development Representative, Charles Schwab & Co., Inc., Richfield, OH
Elizabeth Kozenko, VP of Finance & Administration, Valmark Financial Group
Charles Idemudia, Financial Planner, Skylight Financial Group
Young Professionals Panel
Discussion leader: Emily Sipes, Internship Coordinator, Valmark Financial Group, Akron, OH
Erica Hollingsworth, Brokerage Services Representative, Charles Schwab & Co., Inc., Richfield, OH
Caitlyn Gimler, Finance/Financial Planning Student, Grand Valley State University, MI
Shelby Amatangelo CPA, Assurance Auditor, Ernst & Young, Cleveland, OH
Gabrielle Mollick, Client Solutions Team Member, Mercer Advisors, Denver, CO
Alex Mechling, Sr., VP & Managing Director, Employee Benefits Div., The Fedeli Group
BiagnosticsTM: Where behavioral finance meets client experience
Michael Savage, CFA, Senior Client Portfolio Strategist
Breakout Sessions for Career Influencers, Students and Professionals Topics include: Hidden Truths, Issues for Young Professionals, Unconscious Bias, and Ways to Impact Financial Literacy and the Industry
Whitney Tome, Principal, The Raben Group for the CFP Board Center for Financial Planning
Brett Orvieto, Managing Partner, Ft. Lauderdale Office, Dakota Wealth Management
Kimberly Murphy, MBA, MS, CFP®, Senior VP, McDonald Partners LLC
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
Welcome to the City of Akron! Take a look at our digital concierge, provided by the Akron Summit Convention & Visitors Bureau, to begin your adventure.
SPONSORS
Lead Founding Sponsor: $12,000
Charles Schwab Investment Management
Gold Sponsors: $2,500
21st Century Financial
BNY Mellon | Pershing
Dakota Wealth Management
Silver Sponsors: $1,500
Plante Moran
Skylight Financial Group
Table Sponsors: $500
AIG Retirement Services (VALIC Financial Advisors)
Budros, Ruhlin & Roe, Inc.
Merrill Lynch
Select Sector SPDRs
State Street Global Advisors
TD Ameritrade Institutional
Walden Wealth
IN-KIND SPONSORS
Gold In-Kind Sponsors
CFP Board Center for Financial Planning
InvestmentNews
LeBron James Family Foundation College of Education Barker Center for Economic Education
Silver In-Kind Sponsors
ValMark Financial Group
FPA Northeast Ohio Chapter
Cleveland-Akron Financial Service Prof.
National Association of Personal Financial Advisors (NAPFA)
University of South Florida
Special thanks to...
Our speakers, committee members, and The University of Akron.
RESOURCES
Join our LinkedIn Group
Diversitas: Expanding Diversity in Wealth Management
For ongoing discussion about diversity in wealth management.
Articles
Racial Diversity in Financial Planning: Where We Are and Where We Must Go
Released in 2018, the CFP Board Center for Financial Planning’s thought leadership paper outlines actionable solutions for industry stakeholders to create a more diverse and inclusive profession. The report was developed in consultation with the Center’s Diversity Advisory Group, and is based on findings from the Center’s comprehensive research study on the underrepresentation of blacks and Latinos in the financial planner workforce.
Initiatives & Events
CFP Board Center for Financial Planning programs in Diversity and Inclusion
In addition to raising awareness of financial planning careers among underrepresented populations, the CFP Board Center for Financial Planning seeks to effect systemic change across recruiting, training and retention practices to foster a more diverse workforce that reflects the changing demographics of wealth in the United States.
CFP Board Center for Financial Planning’s 2019 Diversity Summit
CFP Board Center for Financial Planning’s Diversity Summits engage and hold stakeholders accountable for advancing diversity and inclusion by showcasing case studies and best practices for hiring, developing and retaining diverse CFP® professionals.
Scholarships
The Valmark Financial Group Scholarship in Financial Planning
College of Business Administration Scholarships and Financial Aid
CFP Board Center of Financial Planning Scholarships
TD Ameritrade Institutional NextGen Scholarships
Twelve $5,000 scholarships – next application window open in April 2020
Budros, Ruhlin, and Roe (Columbus, OH)
Combined scholarship with a summer internship
LEAD FOUNDING SPONSOR