PAST DIVERSITY TELECONFERENCE PRESENTATIONS

Thursday, March 27, 2008
Title:  “SIFMA 2007 Report on U.S. Workforce Diversity and Organizational Practices”

Moderators: 

  • Caroline N. Gundeck, Diversity Manager, Global Wealth Management Group, Morgan Stanley
  • Alison Lipman, Diversity Manager, Barclays Capital Inc.

Speakers:      

  • Michal R. Fineman, Senior Consultant, Global Talent Management and Diversity Practice, ORC Worldwide
  • Patrice A. Hall, Vice President, Global Equality, Diversity and Inclusion Practice, ORC Worldwide
  • Gail Hiestand, Principal, Towers, Perrin, Forster & Crosby, Inc. (MGMC)

Audio Files From Teleconference - These audio tapes are available to SIFMA Members only and require a password.

October 25, 2007

Diversity: Generation Clash

Moderator: Patricia A. David, Managing Director, Global Head of Diversity, Employee Programs and Talent Management, Citi

Speakers:

  • John P. Fernandez, Ph.D., Founder and President, Advanced Research Management Consultants Inc.
  • Jo Renee Fine, Ph.D., Director of Training and Content Development, Harris, Rothenberg International, LLC
  • Deborah Tsai-Munster, Director, Global Diversity and Inclusion, Merrill Lynch

Audio Files From Teleconference - These audio tapes are available to SIFMA Members only and require a password - for more information please contact Pam Faber

 

Thursday, April 26, 2007

“The Diversity Opportunity through Training and Education: Understanding Diversity as a Business Necessity”

 

June 15, 2006

"Religion and Spirituality in the Workplace: The Next Frontier in Diversity and Inclusion"

Audio Files From Teleconference - These audio tapes are available to SIFMA Members only and require a password - for more information please contact Pam Faber

March 23, 2006

"Creating a Win-Win Supplier Diversity Program"

Moderator: Patricia David, Managing Director, Head of Global Diversity, Citigroup Global Markets Holdings Inc.

Panelists:

Steven Simms, Vice President, Programs and Field Operation, National Minority Supplier Development Council (NMSDC)
Diane Ashley, Head of Supplier Diversity, Citigroup, Inc.
Rebecca Robinson, Manager of Diversity Initiative, RBC Dain Rauscher Corp.
Aaron Blumenthal, Supplier Diversity Manager, Lehman Brothers Inc.

Discussion included the challenges and multiple perspectives of a supplier diversity initiative and lessons-learned in establishing and maintaining a program. Participants learned about the NMSDC and their role in the supplier diversity initiative; the benefits of establishing a supplier diversity initiative (specifically in the financial services industry); roadblocks and pitfalls; and, the various components of an effective program.

Audio Files From Teleconference - These audio tapes are available to SIFMA Members only and require a password - for more information please contact Pam Faber

October 27 , 2005

"The Impact of Diversity Initiatives on People"

Moderator: Julie D. Joyce, Senior Managing Director, Wachovia Securities

Panelists:

Marilyn F. Booker, Managing Director, Global Head of Diversity, Morgan Stanley
Desiree Dancy, Vice President, Global Diversity and Inclusion, Credit Suisse First Boston (USA), Inc.
Joan R. Lavis, Managing Director, Global Head of Strategy and Business Development, UBS Securities LLC

Discussion included:

  • "Creating One Firm Through Inclusion" – A Diversity Training Program for Managers
  • The Role of Mentoring in Advancing One’s Career and its Impact on Retention
  • Leveraging Affinity Groups to Drive Change:  A Case Study

Audio Files From Teleconference - These audio tapes are available to SIFMA Members only and require a password - for more information please contact Pam Faber

May 26, 2005

“The Office of Diversity – Centralized Versus Decentralized Models”

Moderator: Michele Holton, Manager of Inclusion, Edward Jones

Panelists:

  • Blythe S. Masters, Managing Director, JPMorgan Chase
  • Westina Matthews Shatteen, First Vice President, Merrill Lynch & Co., Inc.
  • Melinda Wolfe, Managing Director and Head of Global Leadership and Diversity, Goldman, Sachs & Co.

Discussion included:

  • A comparative review of different diversity models and the roles of a centralized chief diversity office and officers versus decentralized strategies and programs
  • Best practices on building a diversity strategy, structure and task force within an organization
  • The new phenomenon of working with diverse external advisory boards

Audio Files From Teleconference - These audio tapes are available to SIFMA Members only and require a password - for more information please contact Pam Faber

October 21, 2004

"How to Measure Diversity Business Practices"

Moderator: Patricia David, Managing Director, Head of Global Diversity, Citigroup Global Markets Holdings Inc.

Panelists:

  • Aynesh L. Johnson, Vice President, Global Leadership and Diversity, The Goldman Sachs Group, Inc.
  • Keith B. Henry, Director of Multicultural and Diversified Business Development, Merrill Lynch

Discussion included:

  • Case studies in best practices around diversity measurement
  • Successful processes for measuring ROI from diversity business practices
  • Diversity metrics and measurement tools

Audio Files From Teleconference - These audio tapes are available to SIFMA Members only and require a password - for more information please contact Pam Faber

June 17, 2004

"Achieving Diversity Through Multicultural Marketing and Segmentation Business Practices"

Moderator: Michele Holton, Manager of Inclusion, Edward Jones

Panelists:

Subha Barry, First Vice President,
Multicultural & Diversified Business Development, Merrill Lynch
Lily Yao, Director Marketing, Global ASIFMA Pacific Services, Charles Schwab & Co., Inc.
Alex M. David, Director of Diversity Education, Lord, Abbett & Co.

Discussion included:

  • Capitalizing on the changing face and demographics of America.
  • Segmentation Marketing: What works and what does not?

Teleconference Reference Material:

Audio Files From Teleconference - These audio tapes are available to SIFMA Members only and require a password - for more information please contact Pam Faber

March 18, 2004

"Creating A Business Case for Diversity"

Moderator: Kyle Maldiner, Senior Vice President, Director of Employee Relations and Communications, Lehman Brothers Inc.

Panelists:

Diane Frimmel, Executive Vice President,
Director of Operations & Service, UBS Wealth Management USA
Phyllis M. Jackson, Vice President, Global Diversity & Inclusion,
Charles Schwab
Brian Welle, Director, Research, Catalyst Inc.

Member Firm Diversity and Human Resources Professionals Teleconference discussions included:

  • Identify the business case for diversity, develop a comprehensive proposal and business plan, and "sell" it to management
  • Face challenges in implementing diversity initiatives in non-retail or front line areas in middle management, institutional and asset management businesses, operations and technology
  • Engage these business areas in diversity initiatives

Audio Files From Teleconference - These audio tapes are available to SIFMA Members only and require a password - for more information please contact Pam Faber

November 13, 2003

"Employee Networks/AffinityGroups and Their Impact on a Company’s Diversity Efforts"

Moderator: Kyle Maldiner, Senior Vice President, Director of Employee Relations and Communications, Lehman Brothers Inc.

Panelists:

Elizabeth Derby, Director Global Diversity, Credit Suisse First Boston, (USA), Inc.
Stanley Zareff, Finance, Administration and Operations IT Administrator, Credit Suisse First Boston, (USA), Inc.

CSFB speakers will discuss the Firm's "Open Network."  This employee network serves as a resource to management on lesbian, gay, bisexual and transgender issues and promotes networking and professional development opportunities both within and outside of the Firm.

Andre Lewis, Managing Director, Director Community Affairs & Diversity, RBC Dain Rauscher Corp.
Aileen Gallegos, Vice President and Financial Consultant, President of the Minority Employee Association, RBC Dain Rauscher Corp.

The RBC Dain representatives will discuss the Minority Employee Association, formed in 1994, to enhance the Firm's performance by promoting an environment that embraces minority employees and their communities. Their remarks will include information on the Association's role in recruiting, mentoring, policy development and training.

Patricia David, Managing Director, Global Head of Diversity for the Global Corporate & Investment Bank and Smith Barney at Citigroup
Sam Rubino, Corporate Director of Work/Life Programs at Citigroup

The panelists from Citigroup will discuss their Firm's Working Parents Network and focus on how the effort began and what the guidelines are for its operation. They will also focus on the mission/goals and progress of the Working Parents Network to date.

Anyone who is responsible for diversity at any level should participate in this teleconference designed especially for SIFMA members.  You are welcome to forward this invitation to your colleagues at your Firm who may be interested in our subject.

Related Materials

April 30, 2003

"Organizational Accountability for Diversity"

Moderator: Kyle Maldiner, Senior Vice President, Director of Employee Relations and Communication, Lehman Brothers Holdings Inc.

Panelists:

  • Frank Ashen, Executive Vice President, New York Stock Exchange
  • Barbara Berliner, Senior Vice President, Global Head of Workforce Diversity, Lehman Brothers Holdings Inc.
  • Yvette Encarnacion, Vice President, Diversity Manager, JPMorgan Chase
  • Melinda Wolfe, Managing Director, Global Leadership & Diversity, The Goldman Sachs Group, Inc.

Related Materials

Audio Files From Teleconference - These audio tapes are available to SIFMA Members only and require a password - for more information please contact Pam Faber

January 30, 2003

"Keeping Your Head Above Water - Sustaining Diversity During Market Downturns, Cost Constraints, and Downsizing."

Moderator: Thomas W. Williams, Esq.

Panelists:

  • Michele Holton, Manager of Inclusion, Edward Jones
  • Phyllis M. Jackson, Vice President, Global Diversity and Inclusion, The Charles Schwab Corporation
  • Heather McHale, Director, Global Diversity, Merrill Lynch & Co.

Related Materials

  • Impact Ratio Analysis Software - The adverse impact analysis is an important tool that HR professionals use in assessing personnel decisions, including hires, promotions, and terminations.  While the analysis, at times, can be very labor-intensive, this version, offered through the Equal Employment Advisory Council (EEAC), offers an easy-to-use solution.  Please contact the EEAC with any questions, or Kyle Maldiner, chair of the SIFMA Diversity Committee, who is a frequent user of this product.  To purchase or for more information, click here

Audio Files From Teleconference - These audio tapes are available to SIFMA Members only and require a password - for more information please contact Pam Faber

October 10, 2002

"Diving Into Diversity . . . a Springboard for Getting Started"

Moderator: Michael Wheeler, President, OEStrategies Inc.

Panelists:

  • David A. Perez, First Vice President, Workforce Effectiveness, Prudential Securities Incorporated
  • Paula H. Phillippe, Executive Vice President, Chief Administrative Officer, RBC Dain Rauscher Corp.
  • Stephen Young, Senior Vice President, Corporate Diversity, JPMorgan Chase

Related Materials

  • JPMorgan Chase's Diversity Scorecard - Excel
  • JPMorgan Chase's Diversity Standards - pdf 4.0

Audio Files From Teleconference - - these audio tapes are available to SIFMA Members only and require a password - for more information please contact Pam Faber