The Six Case Studies
Jordan Dyson
- Learn how to structure a formal DEI Council at your firm
- Read about how Associate Resource Groups help to support employees and make them feel welcomed
- Get information on how a DEI consultant can help your firm create a DEI strategy
- Improve your hiring practices
Luis Rosa, CFP庐, EA
- Learn how to navigate DEI as a solo practitioner
- Understand how starting small and focusing on outreach may have immediate impact
- Read about how you may be uniquely positioned to reach clients who may otherwise slip through the cracks of services
- Consider how the BLX internship program could aid your firm
Chloe Moore, CFP庐
- Hear about how you can be successful serving a client base who鈥檚 historically been underserved
- Learn where you can incorporate more diversity into your business of any size
- Gain advice on making a positive difference on the industry even as a small firm
- Get ideas on what actions you can take to encourage others to consider joining the field
Donna Hildebrand, SHRM-CP
- Gain ideas on starting an internal DEI Committee at your firm
- Learn different hiring processes
- Think outside of the box on different ways to implement DEI conversations
- Learn what partnerships may be beneficial to your DEI practices
Mike Walther, CPA/PFS, CFP庐, CFA
- Learn to focus on the one area of DEI where you can make an impact
- Learn ways to help your clients financially and personally
- Read about practices employees follow to make every person, client or not, feel welcomed
- Think critically about how to carry out DEI practices throughout everything you do
- Learn how different people may help bring new ideas and approaches to your firms
Amy Irvine, CFP庐, EA, MPAS庐, CCFC, CDFA庐
- Gain ideas on how volunteer involvement can help foster your DEI education
- Learn ways to overcome anxiousness of DEI work
- Improve DEI at your firm by bringing it up with vendors and other companies you collaborate with