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DEI-1

Impact Week

April 6-8, 2021

NAIFA's Inaugural DEI Impact Week

The DEI Council, is pleased to announce that NAIFA held a three-day Impact Week in April 2021, and the sessions are now available on-demand.

 

On-Demand

SPEAKERS

Derrik Anderson

Executive Director, Race Matters

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Executive Director, Race Matters

Derrik Anderson

Kristen Eskew

Business Development Executive, OneDigitial

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Business Development Executive, OneDigitial

Kristen Eskew

Bruce Ferguson

SVP State Relations, ACLI

X

SVP State Relations, ACLI

Bruce Ferguson

Darlene Flagg

Vice President, National Life

X

Vice President, National Life

Darlene Flagg

Chris Gandy, LACP

Founder, Midwest Legacy Group

X

Founder, Midwest Legacy Group

Chris Gandy, LACP

Mary Greene, MBA

Financial Professional,
Prudential Advisors

X

Financial Professional,
Prudential Advisors

Mary Greene, MBA

Sheryl Brown Hickerson

Founder & CEO, Females & Finance

X

Founder & CEO, Females & Finance

Sheryl Brown Hickerson

Karen Holloway, CLTC

Wealth Management Advisor, Northwestern Mutual

X

Wealth Management Advisor, Northwestern Mutual

Karen Holloway, CLTC

Lauryl Jackson

VP, Federal Relations for Financial Income Security & Diversity & Inclusion, ACLI

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VP, Federal Relations for Financial Income Security & Diversity & Inclusion, ACLI

Lauryl Jackson

Stephen Kagawa, FSS, LUTCF

Founder & CEO, The Pacific Bridge Companies

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Founder & CEO, The Pacific Bridge Companies

Stephen Kagawa, FSS, LUTCF

Joyce Meyer

EVP, Government Relations, ACLI

X

EVP, Government Relations, ACLI

Joyce Meyer

Merince Oliver

National Association for Advancement of Women in Insurance, Founder and Executive Director

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National Association for Advancement of Women in Insurance, Founder and Executive Director

Merince Oliver

Michelle Prather

Senior Regional Sales Director of Care Solutions, OneAmerica

X

Senior Regional Sales Director of Care Solutions, OneAmerica

Michelle Prather

Tammy Robbins

EVP and Chief Business Development Officer, Cambridge

X

EVP and Chief Business Development Officer, Cambridge

Tammy Robbins

Kimberly Ross

Senior Vice President, Federal Relations, ACLI

X

Senior Vice President, Federal Relations, ACLI

Kimberly Ross

Carrie Sayre, CLTC

Advanced Case Design & Chief Talent Officer, 6M Group

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Advanced Case Design & Chief Talent Officer, 6M Group

Carrie Sayre, CLTC

Neenu Sharma

Chief Diversity Officer, GE Digital

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Chief Diversity Officer, GE Digital

Neenu Sharma

Neenu Sharma is GE Digital’s chief diversity officer (CDO) and vice president of brand and corporate communications. As CDO, Neenu leads the effort to establish operational goals and priorities related to inclusion and diversity and provides leadership to achieve those goals in partnership with HR and the rest of the senior leadership team at GE Digital and with the other CDOs across GE.

 

Neenu is passionate about inclusion and diversity. In her 13 years at GE, Neenu has held various marketing and sales roles at GE and worked on projects globally in Germany, Brazil, and the Middle East. She has a great track record working across the organization to achieve important results. Prior to GE, Neenu held various roles in marketing, sales support, and management in Finance (Merrill Lynch) and Consumer Marketing (Avon Products).

Neenu grew up in India, Canada, and the US. She holds a B.A. in Economics from Barnard College, Columbia University (2002) and an MBA from Columbia Business School (2007) where she was elected President of Columbia Women in Business.

Neenu lives in Leesburg, VA with her husband and young son. Outside of work, she serves as a representative on the Minority Student Achievement Advisory Committee (MSAAC). MSAAC is dedicated to partnering with Loudoun County Public Schools, parents, and the community to acknowledge and promote the needs of minority students. 

Camille Simpson

Regional Vice President, State Relations ACLI

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Regional Vice President, State Relations ACLI

Camille Simpson

Kimsi Tran-Gilmer

Brokerage Director, MassMutual

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Brokerage Director, MassMutual

Kimsi Tran-Gilmer

Barbara Turner, CRCP

CEO, Ohio National

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CEO, Ohio National

Barbara Turner, CRCP

Dawn Wolfgram, CLF

Regional Managing Director, Principal Financial Group

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Regional Managing Director, Principal Financial Group

Dawn Wolfgram, CLF

Event Schedule

All times given are eastern

Impact Week Host: 2020 Diversity Champion, Stephen Kagawa, FSS, LUTCF

Tuesday, April 6

11:00 am
Future Leaders
with NAIFA's Young Advisor Team
This special session is designed for college students looking at a career in the insurance and financial services industry. Separate registration is required. tdc.naifa.org/futureleaders
12:00 pm
Strike the Match
Join WIFS' National President, Carrie Sayre, President-Elect, Darlene Flagg, and Past President Dawn Wolfgram for the popular session focused on unleashing the power of women in financial services.
12:45 pm
Break
1:00 pm
Long Term Care & Underserved Markets
Chris Gandy, Founder, Midwest Legacy Group &
Michelle Prather, Senior Regional Sales Director of Care Solutions, OneAmerica
Long Term Care and the fraught perspective on LTC within diverse and underserved markets, using real-life scenarios and case studies. The discussion will be focused around LTC in Diverse Markets, identifying an LTC need, Asset-based LTC alternatives, Tax law incentives and more.
1:45 pm
Break
2:00 pm
African-American Women in Financial Services
Kristen Eskew, Business Development Executive, OneDigital
Karen Holloway, Northwestern Mutual, Wealth Management Advisor &
Mary Greene, Financial Professional, Prudential Advisors
Three Black women speak candidly about their careers, their clients and their experiences in the industry. Hear their stories and understand why the industry needs more Black female advisors.
2:45 pm
Break
3:00 PM
Ensuring a Diverse Workforce
Neenu Sharma, Chief Diversity Officer, GE Digital
Join Neenu to learn how GE Digital ensures a diverse workforce and culture of inclusivity.

WEDNESDAY, APRIL 7

12:00 pm
Using Your Voice
Joyce Meyer, EVP, Government Relations, ACLI &
Kimberly Ross, Senior Vice President, Federal Relations, ACLI
Join Joyce & Kimberly for a discussion on the role of DEI in advocacy.
12:45 pm
Break
1:00 pm
Top 5 Ideas to Serve, Prospect & Market to Active Military & Veterans
Kimsi Tran-Gilmer, Brokerage Director, MassMutual
As a veteran, Kimsi knows first-hand why you should market into the military community and how to do it. Learn basic military lingo and acronyms to help you sell to this market. Kimsi provides marketing ideas and resources to implement in your practice today.
1:45 pm
Break
2:00 pm
ACLI's EERE
Bruce Ferguson, SVP State Relations, ACLI,
Lauryl Jackson, VP, Federal Relations for Financial Income Security & Diversity & Inclusion, ACLI &
Camille Simpson, Regional Vice President, State Relations ACLI
Join ACLI as they discuss their Economic Empowerment & Racial Equity Initiative and how their work is helping to change the financial services industry for the better.
2:45 pm
Break
3:00 pm
MULTICULTURAL MATCHUP: ENSURING YOUR AGENCY CAN SERVE A MULTICULTURAL MARKET
Sheryl Brown Hickerson, Females & Finance and
Mernice Oliver, National Association for Advancement of Women in Insurance
3:45 pm
Wrap Up

THURSDAY, APRIL 8

12:00 pm
Barbara Turner, CRCP
CEO,
Ohio National
In November 2018 Barbara became Ohio National’s 11th president and chief operating officer and the first woman and person of color to serve in this role. Hear her story and the initiatives Ohio National has in place for an inclusive workplace.
12:45 pm
Break
1:00 pm
Promoting Equality Through Company Culture
Tammy Robbins, EVP & Chief Business Development Officer, Cambridge Investment Research, Inc.
Join Tammy for a discussion on how Cambridge Investment Research leverages its core values to promote a culture of diversity, equality, and inclusion. Tammy shares her journey in the financial services industry and discusses how groups such as the Cambridge Community of Women provide powerful collaboration and networking opportunities.
1:45 pm
Break
2:00 pm
Understanding Racial Equity
Derrik Anderson, Executive Director, Race Matters
Diversity, Equity & Inclusion Consultant, Derrik Anderson, pushes attendees to understand why DEI is such a critical piece for any organization in America. This is a difficult conversation. Derrik presents the facts around how we got to where we are and how to be intentional on how we move forward.
2:45 pm
Wrap Up