"Recruiting, Retaining, & Understanding Veterans in the Securities Industry."
Date: Thursday, August 2, 2012, 12:00 to 1:00 p.m. (Eastern Time)
Anyone who manages a diverse workforce including business professionals, diversity and/or human resources practitioners at any level should participate in this teleconference designed especially for SIFMA members.
Download the audio replay (members-only, password required).
Moderator:
- Emily Pitts, Principal:
Inclusion-Diversity, Edward Jones
Guest Speakers:
- Matt Doran, General Partner, Edward Jones-
Responsible for military talent acquisition
- Mike Jones, Co-Founder and Executive Director,
Not Alone Inc.
"Multiculturalism in the Workplace: Examining Unconscious Bias, Micro inequities, and Cultural Competence Within."
Date: Thursday, March 29, 2012
Download the audio replay (members-only, password required).
Moderator:
- Emily Pitts, Principal / Inclusion-Diversity, Edward Jones
Speakers:
- Martha Kampen, Senior Partner Kampen Consultants
- Leslie Traub, Chairman of the Board & Chief Consulting Officer, Cook Ross Consultants
"Leveraging Minority Sector Engagement to Enhance Business and Organizational Culture"
Date: Thursday, July 28, 2011 from 12:00 to 1:00 p.m. (Eastern Time)
Download the audio replay (members-only, password required).
Moderator:
- Emily Pitts, Principal / Inclusion-Diversity, Edward Jones
Speakers:
- Tanya Garzon, Associate Director, Human Resources, MacKay Shields LLC
- Susan Rubenstein of the Center for Diversity in Finance and Industry, LLC
- James Thornton, Director of Business and Diversity Partnerships at UBS
This teleconference will focus on ways firms can effectively leverage minority engagement to enhance business practices and drive diversity efforts. We've reserved time at the end of the teleconference for Q&A.
Business professionals, diversity and/or human resources practitioners at any level or anyone who manages a diverse workforce should participate in this teleconference designed especially for SIFMA members. You are welcome to forward this invitation to other colleagues at your firm who may be interested in this topic.
You will be provided with the dial-in information at a later date after registering.
"Developing Leadership from Within"
Thursday, May 13, 2010
Download the audio replay (members-only, password required).
Moderator:
- Emily Pitts, Principal / Inclusion-Diversity, Edward Jones
Speakers:
- Mark Chamberlain, Americas Diversity Manager, Deutsche Bank
- Mercedes Martin, Chief Executive Officer, InPartnership Consulting
- Fred Smith, Chief Executive Officer, Global Ascent Consulting
- Michael Watson, Vice President, JPMorgan Chase & President NextGen Network – affiliate of The Executive Leadership Council
"Using Employee Networking Groups to Drive Diversity: A study in best practices"
To: SIFMA Member Firm Diversity and Human Resources Professionals
Download the audio replay (members-only, password required).
Date: Thursday, November 18, 2010
Moderator:
- Emily Pitts, Principal / Inclusion-Diversity, Edward Jones
Speakers:
- Steven Evans, Vice President, JPMorgan Chase
- Emma Sabin, Vice President, Advisory Services, Partnerships, Catalyst
- Christopher Tabourne, Assistant Vice President, Diversity & Inclusion, Enterprise Rent A Car
This teleconference will focus on ways firms effectively utilize Employee Networking Groups to support and drive diversity efforts.
"Developing Leadership from Within"
Thursday, May 13, 2010
Download the audio replay (members-only, password required).
Moderator:
- Emily Pitts, Principal / Inclusion-Diversity, Edward Jones
Speakers:
- Mark Chamberlain, Americas Diversity Manager, Deutsche Bank
- Mercedes Martin, Chief Executive Officer, InPartnership Consulting
- Fred Smith, Chief Executive Officer, Global Ascent Consulting
- Michael Watson, Vice President, JPMorgan Chase & President NextGen Network – affiliate of The Executive Leadership Council
"Clients and the impact that Diversity has had on their business"
Thursday, November 12, 2009
Download the audio replay (members-only, password required).
Moderator:
- Patricia David, Managing Director, Head of Diversity for Citi, Institutional Clients Group
Speakers:
- Jeffrey Comi, Vice President, Manager of Payment Services, KeyBank
- Patty Martin, Vice President, Global Diversity, Eli Lilly
- Carla Javits, President, REDF
"Business Leaders and the impact that Diversity has had on their teams and their clients"
Thursday, June 11, 2009
Download the audio replay (members-only, password required).
Moderator:
- Patricia David, Managing Director, Head of Diversity for Citi, Institutional Clients Group
Speakers:
- Darla J. Kashian, Financial Consultant, RBC Wealth Management
- Jack Morgenstern, Senior Vice President, Fidelity Investment Services Solutions
- Chad Kasprzak, Vice President, National Sales, Global Wealth Management, Morgan Stanley
"SIFMA 2007 Report on U.S. Workforce Diversity and Organizational Practices"
Thursday, March 27, 2008
Download the audio replay (members-only, password required).
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)
"Diversity: Generation Clash"
October 25, 2007
Download the audio replay (members-only, password required).
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
"The Diversity Opportunity through Training and Education: Understanding Diversity as a Business Necessity"
Thursday, April 26, 2007
Download the audio replay (members-only, password required).
"Religion and Spirituality in the Workplace: The Next Frontier in Diversity and Inclusion"
June 15, 2006
Download the audio replay (members-only, password required)
"Creating a Win-Win Supplier Diversity Program"
March 23, 2006
Download the audio replay (members-only, password required).
Moderator:
- Patricia David, Managing Director, Head of Global Diversity, Citigroup Global Markets Holdings Inc.
Speakers:
- 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.
"The Impact of Diversity Initiatives on People"
October 27, 2005
Download the audio replay (members-only, password required).
Moderator:
- Julie D. Joyce, Senior Managing Director, Wachovia Securities
Speakers:
- 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
"The Office of Diversity – Centralized Versus Decentralized Models"
May 26, 2005
Download the audio replay (members-only, password required).
Moderator:
- Michele Holton, Manager of Inclusion, Edward Jones
Speakers:
- Blythe 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.
"How to Measure Diversity Business Practices"
October 21, 2004
Download the audio replay (members-only, password required).
Moderator:
- Patricia David, Managing Director, Head of Global Diversity, Citigroup Global Markets Holdings Inc.
Speakers:
- 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
"Achieving Diversity Through Multicultural Marketing and Segmentation Business Practices"
June 17, 2004
Download the audio replay (members-only, password required).
Moderator:
- Michele Holton, Manager of Inclusion, Edward Jones
Speakers:
- 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.
Related Materials:
"Creating A Business Case for Diversity"
March 18, 2004
Download the audio replay (members-only, password required).
Moderator:
- Kyle Maldiner, Senior Vice President, Director of Employee Relations and Communications, Lehman Brothers Inc.
Speakers:
- 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.
"Employee Networks / AffinityGroups and Their Impact on a Company's Diversity Efforts"
November 13, 2003
Download the audio replay (members-only, password required).
Moderator:
- Kyle Maldiner, Senior Vice President, Director of Employee Relations and Communications, Lehman Brothers Inc.
Speakers:
- 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.
- 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.
- 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
Related Materials
"Organizational Accountability for Diversity"
April 30, 2003
Download the audio replay (members-only, password required).
Moderator:
- Kyle Maldiner, Senior Vice President, Director of Employee Relations and Communication, Lehman Brothers Holdings Inc.
Speakers:
- 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
"Keeping Your Head Above Water - Sustaining Diversity During Market Downturns, Cost Constraints, and Downsizing"
January 30, 2003
Download the audio
Moderator:
Speakers:
- 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
"Diving Into Diversity . . . a Springboard for Getting Started"
October 10, 2002
Download the audio replay (members-only, password required).
Moderator:
- Michael Wheeler, President, OEStrategies Inc.
Speakers:
- 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
