A Guide to Inclusive Work Cultures

THRIVE Diversity, Equity & Inclusion Series: Webinar 2
Part of the THRIVE - Women in Wealth Program

June 16, 2022

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

REGISTER NOW

A Guide to Inclusive Work Cultures: A perspective from the UK with Herman Brodie, Ambassador of the UK Diversity Project

In hindsight, bemoans Dame Helena Morrisey, Chair of the Diversity Project, we should have called it the Inclusion Project. This was no concession of defeat, though. In its first five years of existence, the Diversity Project had lobbied for and secured obligatory gender pay gap reporting at UK corporates, and substantially greater female representation on the boards of major UK firms. But any firm can ‘do’ diversity; it is inclusion that is the difficult part. For an organization to be genuinely inclusive, it must change in the presence of diversity. And this change is painfully slow.

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

 

REGISTER NOW

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 16th event. Please monitor your inbox and spam folders for this communication and contact education@i-w.org 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.

Speakers

herman_brodie_large

Herman Brodie

Founding Director, Prospecta Limited, Lecturer, University of Edinburgh

Herman's Bio

laura_gregg

Laura Hanichak Gregg

Senior Vice President, Director of Practice Management and Advisor Research, FlexShares Exchange Traded Funds

Laura's Bio

Speaker Bios

Herman Brodie is the founding director of Prospecta Limited. He is a specialist in behavioral economics, an accomplished speaker and a trainer of decision-makers. Brodie is the author of The Trust Mandate: The behavioural science behind how asset managers REALLY win and keep clients (2018, Harriman House). He also co-wrote and teaches the professional investment course, A Practical History of Financial Markets.

Laura Hanichak Gregg is Senior Vice President, Director of Practice Management and Advisor Research at FlexShares Exchange Traded Funds, managed by Northern Trust. She is focused on leading the firm’s proprietary advisor and investor research and building programs to engage advisors and asset managers through industry intelligence and best practices to help them grow their businesses. Laura speaks regularly at industry events on a range of business building strategies. Her insights have been published in Barron’s, U.S. News & World Report, Investment News, Financial Advisor Magazine, Wealth Management Magazine and CIO Magazine and other industry trade publications. She is a host of The Flexible Advisor podcast where she regularly speaks with industry experts, advisors of all types and experts on a wide range of advisory topics. Laura has more than 20 years of asset management experience in a variety of roles including conducting industry research, as a relationship manager, marketing and communications director, leader of a sales enablement team and as an investment product specialist. She has expertise in a broad range of investment products and has worked closely with financial professionals and financial institutions throughout her career focusing on distribution and marketing strategies. Laura joined Northern Trust in 2008 and has previously worked for Claymore Securities (now part of Invesco) and Deutsche Asset Management. She graduated from Saint Mary’s College, Notre Dame, IN and holds FINRA 7 and 63 licenses. Laura assists in guiding strategy for the Chicago chapter of Women Investment Professionals, sits on a membership committee with the Money Management Institute and is a member of Women in ETFs.

 

Thank You to Our Series Sponsors:

 

CScwab-logo-SQUARE2021
FlexShares-NT-Logo-1
Macquarie-logo-Vector-black300
rbc-logo