The Opportunity in Gender Diversity

THRIVE Diversity, Equity & Inclusion Series: Webinar 3
Part of the THRIVE - Women in Wealth Program

June 30, 2022

4:30-5:30 p.m. ET


The Opportunity in Gender Diversity: What Women Can Bring to Your Firm

The demographics are clear. Women are gaining control of ever greater levels of investable assets—and the trend is predicted to continue. With women’s power and influence expanding in both business and the culture at large, this is a key time to understand and pursue the opportunities created by increasing gender diversity across the financial services industry. The opportunity in gender diversity covers not just the rationale behind diversity in advisory firms but key steps needed to begin increasing women’s perspectives and participation in business. By shining a light on diversity best practices, this one-hour session helps firms evolve to meet a changing culture.

Participants will leave the session understanding:
• The demographic imperative behind the need for gender diversity
• The business benefits of true diversity
• Steps to create a culture of inclusion that fosters diversity
• How to attract and nurture women advisors

What has been a male-dominated industry is slowly becoming more female, more diverse. Working to build a more inclusive culture can bring you new opportunities to grow a firm that reflects and serves your clients—now and in the future.

Cost: Complimentary, with the option to donate to the Investments & Wealth Institute Scholarship Fund



Registrants must attend the entire event to earn continuing education (CE) credit. Pending approval, the following entities have accepted it for CE credit:

Investments & Wealth Institute®

1 CE credit hour for CIMA®, CPWA®, and RMA® certifications
Audit-proof, Premier CE
Uploaded to your certification record(s) within 2 weeks


CFP Board®

1 CE credit hour for CFP® certifications
Uploaded to your CFP® certification record within 2 weeks

After registering on this website, you will receive an email that will confirm your registration. This confirmation email will also contain your Zoom webinar registration link. Please additionally register with Zoom to secure your spot in the June 30th event. Please monitor your inbox and spam folders for this communication and contact if you have any questions. We highly recommend that you test the Zoom platform on your device the day before the event to ensure your participation.

If you miss the live event, or just want to watch it again, you can access a recording. Instructions for accessing the recording will be emailed within two weeks of the event, and it will be available for viewing for one year. You can only receive credit one time for viewing this program (live or recorded). The recording will be eligible for CE credit for Institute certifications.



Leslie Tabor

Director - Advisor Services Business Consulting & Education, Charles Schwab & Co. Inc.

Leslie's Bio

Laura McDowell Headshot

Laura McDowell, CFP®, CIMA®, AIF®

Director, Family Office, Charles Schwab & Co., Inc.

Laura's Bio

Speaker Bios

Leslie Y. Tabor is director of Business Consulting & Education for Schwab Advisor Services. She oversees the strategic direction of talent management programs designed to help independent advisors evolve and grow their firms.

Since joining Schwab in 1999, Leslie has held leadership roles in operations, risk management, and program management. She is passionate about advancing diversity, equity, and inclusion in the financial services industry; she mentors young professionals and works with the Professional Business Women of California, Financial Women of San Francisco, and the CFP Board Center for Financial Planning.

Leslie holds a bachelor’s degree from the University of Phoenix. She was recognized as one of the Top 100 Filipina Women in 2015 by the Filipina Women’s Network, with the 2016 Industry Leader Award by the Professional Business Women of California, with the 2019 “See It, Be It” Role Model Award by InvestmentNews, and with the 2021 “Diversity and Inclusion Luminaries Award by ThinkAdvisor.

Laura McDowell is a Director supporting Schwab Asset Management™. Ms. McDowell is responsible for educating family offices on the firm’s investment solutions. She is also responsible for delivering practice management and value-add content to the advisor and investor community on behalf of Schwab Asset Management on topics such as Women & Investing, Raising Moneywise Kids, College Planning and Behavioral Finance.

Prior to moving to support Schwab Asset Management in 2015, Ms. McDowell was with the Schwab Center for Financial Research as a senior research manager working with the asset allocation and alternative beta strategist team. There she was responsible for researching, analyzing, and creating content to help advisers and clients understand alternative beta strategies. Before joining Schwab in 2013, Ms. McDowell was a regional director at IndexIQ, responsible for sales and distribution, specializing in alternative ETF discussions with registered investment advisers, family offices, and financial advisers. Prior to IndexIQ, she was an internal analyst with Morgan Stanley’s consulting services group responsible for assisting financial advisers with asset allocation and investment strategy selection, conducting portfolio analysis reviews, and constructing diversified portfolios for current and prospective clients.

Ms. McDowell graduated from Manhattanville College with a Bachelor of Arts in international management and psychology. She completed the Certificate Program in Financial Planning at UC Berkeley Extension and is a CERTIFIED FINANCIAL PLANNER™ practitioner. Ms. McDowell obtained the Certified Investment Management Analyst® (CIMA) certification from the Investments & Wealth Institute after completing the Investment Management Education Program at the Wharton School in 2018. Ms. McDowell is also an Accredited Investment Fiduciary® and a member of Women in ETFs, serving on the University Outreach Committee. She holds Series 7 and 63 licenses.


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