Overview

Diversity & Inclusion Conference

Fostering a Diverse and Inclusive Financial Industry

Date

May 21 - May 22, 2019

Location

SIFMA Conference Center

Early Bird Rates

  • Member $495
  • Non-Member $595
  • Regulator $395

Overview

SIFMA’s Diversity & Inclusion Conference brings together business executives, human resource professionals and diversity practitioners to explore how we can promote diversity, inclusion and parity to shape our workforce and serve our clients.

Join us in New York on May 21-22, 2019 to learn the latest strategies and practices and find out how you can nurture a culture that embraces diversity and inclusion.

Participants will have the opportunity to learn and explore from top CEO’s, regulators and other industry leaders on a variety of topics including:

    • The role diversity plays in serving clients
    • Examining challenges, solutions and opportunities to shape a better workforce
    • Ensuring successful delivery of diversity & inclusion strategies

Featured Speakers

Program

1:00pm – 6:00pm

Registration Desk Hours

1:30pm – 1:45pm

Participants

Cheryl Crispen

Speaker

Cheryl Crispen

Executive Vice President, Communications and Marketing

SIFMA

Cheryl Crispen’s Biography

1:45pm – 2:45pm

Regulatory perspectives on fostering a diverse and inclusive workplace within the financial industry.

Regulatory perspectives on fostering a diverse and inclusive workplace within the financial industry.

Participants

William B. Mack, Pamela Gibbs, Sharron P.A. Levine, Saul Schwartz

Moderator

Panelists

Pamela Gibbs

Director, Office of Minority and Women Inclusion

U.S. Securities and Exchange Commission

Pamela Gibbs’s Biography

Sharron P.A. Levine

Director, Office of Minority and Women Inclusion (OMWI)

Federal Housing Finance Agency (FHFA)

Sharron P.A. Levine’s Biography

Saul Schwartz

Director, Office of Minority and Women Inclusion (OMWI)

Federal Deposit Insurance Corporation (FDIC)

Saul Schwartz’s Biography

2:45pm – 3:00pm

Sponsored by Fannie Mae

Sponsored by Fannie Mae

3:00pm – 4:00pm

Mercer, a consulting firm which helps clients advance the health, wealth and careers of their people will share Internal Labor Market (ILM) maps showing the workforce dynamics in the industry…

Mercer, a consulting firm which helps clients advance the health, wealth and careers of their people will share Internal Labor Market (ILM) maps showing the workforce dynamics in the industry by gender and race/ethnicity, projections of how the representation of women and people of color in the industry can be expected to change over the next decade, and actions the industry can undertake to improve diversity outcomes.

Participants

Gail Greenfield

Speaker

4:00pm – 5:00pm

This panel will share ideas to help an organization identity and focus on the right areas that impact the successful delivery of the D&I strategy.  In particular: What to measure…

This panel will share ideas to help an organization identity and focus on the right areas that impact the successful delivery of the D&I strategy.  In particular:

  • What to measure and why. How to collect the key data and information. Knowing your audience:  What to share and with whom.
  • Telling the D&I story and influencing change using scorecards and dashboards.
  • Engaging with leadership and key stakeholders to increase their engagement and commitment to D&I.

Participants

Bill Fahey, Sarah Salk, Dominica Groom Williams

Panelists

Bill Fahey

Vice President, Office of Minority and Women Inclusion (OMWI)

Fannie Mae

Bill Fahey’s Biography

Sarah Salk

Senior Vice President, Chief of Staff and D&I Officer

Federal Home Loan Bank, San Francisco

Sarah Salk’s Biography

Dominica Groom Williams

Vice President Inclusion, Diversity and Community Engagement

Freddie Mac

Dominica Groom Williams’s Biography

5:00pm – 6:00pm

Networking Reception

7:30am – 1:00pm

Registration Desk Hours

7:30am – 8:30am

Networking Breakfast

8:30am – 8:45am

Participants

Kenneth E. Bentsen, Jr., Rudy Rodriguez

Speakers

Kenneth E. Bentsen, Jr.

President and CEO

SIFMA

Kenneth E. Bentsen, Jr.’s Biography

Rudy Rodriguez

Vice President, Diversity & Inclusion

Ameriprise Financial

Rudy Rodriguez’s Biography

8:45am – 9:25am

Participants

Keisha Bell, Yau Cheng, Vinay Kapoor

Panelists

Keisha Bell

Head of Diverse Talent Management & Advancement

DTCC

Keisha Bell’s Biography

Yau Cheng

Global Head of Diversity & Inclusion

BNY Mellon

Yau Cheng’s Biography

Vinay Kapoor

Head of Diversity & Inclusion, CIB Americas

BNP Paribas

Vinay Kapoor’s Biography

9:30am – 10:30am

Diversity and Inclusion are crucial ingredients in achieving an organization’s priorities and meeting the needs of their employees as well as their clients.  These two elements banded together help to…

Diversity and Inclusion are crucial ingredients in achieving an organization’s priorities and meeting the needs of their employees as well as their clients.  These two elements banded together help to shape and engage a multicultural and multi-generational workforce.  What strategies and practices are CEO’s using to nurture a culture that embraces Diversity and Inclusion?

Participants

Kenneth E. Bentsen, Jr., Timothy C. Gokey, Asahi Pompey, John G. Taft

Moderator

Kenneth E. Bentsen, Jr.

President and CEO

SIFMA

Kenneth E. Bentsen, Jr.’s Biography

Panelists

Timothy C. Gokey

President & Chief Executive Officer

Broadridge Financial Solutions, Inc.

Timothy C. Gokey’s Biography

Asahi Pompey

President, Goldman Sachs Foundation

Goldman Sachs

Asahi Pompey’s Biography

10:30am – 10:45am

Networking Break

10:45am – 12:00pm

Participants

Wanda Brackins, Helena Haynes-Carter, Corie Pauling, Audria Pendergrass Lee, Emily Pitts, Rudy Rodriguez

Moderator

Wanda Brackins

Global head of Diversity & Inclusion

RBC Wealth Management

Wanda Brackins’s Biography

Panelists

Helena Haynes-Carter

Vice President | Enterprise Diversity & Inclusion

U.S. Bank

Helena Haynes-Carter’s Biography

Corie Pauling

Senior Vice President, Chief Inclusion & Diversity Officer

TIAA

Corie Pauling’s Biography

Audria Pendergrass Lee

Head of Diversity & Inclusion

FINRA

Audria Pendergrass Lee’s Biography

Emily Pitts

Principal, Inclusion & Diversity

Edward Jones

Emily Pitts’s Biography

Rudy Rodriguez

Vice President, Diversity & Inclusion

Ameriprise Financial

Rudy Rodriguez’s Biography

12:00pm – 1:00pm

Participants

Susan Reid, Cynthia Bowman, Pooja Jain-Link, Trusha Mehta

Moderator

Susan Reid

Global Head of Diversity & Inclusion

Morgan Stanley

Susan Reid’s Biography

Panelists

Cynthia Bowman

Chief Diversity & Inclusion Officer

Bank of America

Cynthia Bowman’s Biography

Pooja Jain-Link

Executive Vice President

Center for Talent Innovation

Pooja Jain-Link’s Biography

Trusha Mehta

Director, Diversity & Inclusiveness, Financial Services

EY

Trusha Mehta’s Biography

1:00pm – 1:00pm

Participants

Cheryl Crispen

Speaker

Cheryl Crispen

Executive Vice President, Communications and Marketing

SIFMA

Cheryl Crispen’s Biography

Venue

SIFMA Conference Center

120 Broadway
Floor 2
New York, NY 10271

View on Google Maps

Located at 120 Broadway, a National Historic Landmark and a New York treasure, the SIFMA Conference Center is situated at the heart of New York’s Financial District.

With a rare combination of advanced technologies and sophistication, SIFMA’s Conference Center is fully furnished and equipped to offer unique features that stand alone amongst New York’s leading conference facilities.

Picture of venue

Hotel Accommodations

If you require hotel accommodation, a special SIFMA rate is available at the following:

Double Tree by Hilton Hotel – Financial District
8 Stone Street, New York, NY  10004, Phone# 212-480-9100
DISCOUNT: Corporate ID #0560038852

Club Quarters
52 William Street, New York, NY 10005, Phone# 212-269-6400
DISCOUNT: Password (SIFMA)

Residence Inn New York Downtown Manhattan / World Trade Center
170 Broadway, New York, NY 10007, Phone# 212-600-8900
DISCOUNT: Password (SIFMA)

Terms and Conditions

Code of Conduct
SIFMA meetings and events are intended to educate and engage our members and industry participants in thoughtful conversations. Inappropriate behavior will not be tolerated. SIFMA defines inappropriate behavior as any possible illegal conduct, verbal or physical abuse of any type, use of derogatory or discriminatory language, gestures or actions, unwanted invasions of privacy, any form of harassment, racism, sexism, or any other targeted comments which are intended to cause personal offense to another participant either in-person at the event or through social media channels, or the violation of any local, state, or federal laws or regulations.

If you are involved in or witness an incident at a SIFMA meeting or event that violates this Code of Conduct, please use this anonymous incident report form to let SIFMA know immediately. Please provide as much information as possible about the incident so that we can make a proper investigation. Any violations of law should be reported to law enforcement authorities.

SIFMA will investigate any reported incidents swiftly and confidentially if possible. SIFMA, at our discretion, may act on any reports of inappropriate behavior, including but not limited to removing a participant from the meeting or event and/or bar that person from attending future SIFMA meetings or events. SIFMA shall not refund any money paid for such attendee to attend the meeting or event, or for any travel expenses incurred to attend.

Attendee Roster
For your name to be included in the Attendee Roster, your completed registration form and payment must be received no later than two weeks prior to the event. Registrations received after that time will not be included in the Roster.

Substitutions
Conference registration substitutions are welcome. Email [email protected] with the following information and we will confirm the change: original registrant’s full name, substitute registrant’s full name, mailing address, title, phone and email.

Cancellations
Refunds will be granted for cancellations made three weeks prior to the start of the event. All cancellation requests are subject to a $100 processing fee and must be made in writing.

Media

Media Inquiries
Contact Katrina Cavalli at 212.313.1181

Media Registration
Contact Evan Grogan at 212.313.1134

Policy
View SIFMA’s official press policy