Diversitas 2021 National Agenda:
12:00 – 12:10 pm EST: Welcome/Opening Remarks
12:15 – 1:00 pm: Keynote Panel Session One: What I Wish I Had Known: A Crash Course on What to Ask, What to Know and What to Do
- Overview: Learn timely career advice directly from a stellar group of diverse young professionals willing to share their experiences they had regarding internships, interviewing and their current roles in the wealth management industry. In this session, they will specifically share their best career advice, what questions to ask when interviewing and why firm culture is critical. Get a jumpstart on your own career by learning from your peers!
- Panelists:
- Autumn Azar- Dakota Wealth Management
- Mathias Schulenburg- M Financial
- Aaron Ervin- Nationwide
- Trenton Johnson- NFP
- Moderator: Carina Diamond, Chief Experience Officer, Managing Partner, Dakota Wealth Management
1:00 – 1:15 pm: Break
1:15 – 2:00 pm: Panel Session Two: Setting Yourself Up for Success: Top Tips to Secure the Internship and/or Job of Your Dreams
- Overview: Want to position yourself for your first – or last! – internship? Internships are a great way to learn about working for a company, to understand the career path you may follow, and to meet colleagues who can support you throughout your career. It’s a golden opportunity to experience your career and position yourself for a full-time role. Hear directly from the industry leaders who are responsible for hiring for these roles and learn how to:
- Find internships
- Ensure your resume and interview sets you apart from the crowd
- Make the most of your role and your relationships with your colleagues
- Find your place in the company
- Get hired
- Panelists:
- Lindsey McKay- McKay Wealth Management
- Stacy Serna-Beecher- Schwab Asset Management
- Crystal Cox- Wealthspire
- Emlen Miles-Mattingly- Gen Next Wealth
- Moderator: Kate Healy, CMO & NextGen Advocate
2:00 – 2:15 pm: Break
2:15 – 3:00 pm: Panel Session Three: Our Journey; Our Passion; Our Goal
- Overview: Get ready to be inspired! Listen and learn about how three leading diverse financial service executives achieved success and how they are making a difference for others by paying it forward. In this session, you will hear directly from our panelists who will share the personal stories and experiences that got them to where they are now, the opportunities and challenges they faced along the way, and how their experiences are shaping their firm’s business strategies to support a more inclusive work environment.
- Panelists:
- Colleen Bell- Cambridge Investment Research
- Tonia Bottoms- BNY Mellon Pershing
- Erinn Ford- Advisor Group
- Moderator: Suzanne Siracuse, CEO/Founder, Suzanne Siracuse Consulting Services, LLC
3:00 – 3:05 pm: Wrap up National Program
3:05+ pm: Turn it back to regional programs
