Our DEIB Committee’s Next Steps

Industry Engagement:

A new commitment to partner with the CFP® Board’s Center for Financial Planning in support of their Diversity Summit and Career Fair, which will also include a multi-year scholarship.

Ongoing Accountability:

Expanding and honing the measurement of relevant metrics for honest feedback, highlighting both our gaps and progress, and providing insight for course corrections.

Next Tier Systems and Processes:

Moving beyond HR metrics and employee impact to vendor relationships including investment management teams and sponsors.