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Wednesday, October 7, 2020 | The Human Element

Welcome & Opening General Session: All Together Now 10:45AM - 12:00PM EST

Welcome and Opening Remarks and General Session: All Together Now

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10:45AM - 11:00AM EST - Welcome and Opening Remarks
11:00AM - 12:00PM EST - General Session: All Together Now


The conference will start with opening remarks from Nicsa's Chairman, Dan Houlihan and Nicsa President & CEO, Jim Fitzpatrick. 

This will be immediately followed by the first general session: All Together Now. Join us for a forward-looking exploration of the asset management industry’s return to the office. We’ll explore the physical space (what do floorplans look like? how will elevators operate?) as well as the emotional toll on the workforce (do employees want to return?). Industry experts from across geographic regions and business lines will exchange perspectives on the path forward for BCP planning, work-from-home policies, resiliency plans, and employee wellness resources.


Justin Hall (Moderator), Partner, PwC
Stephen Jones, Global Head of Corporate Services, Dimensional Fund Advisors
Victoria McGowan, Head of Global Fund Administration, BNY Mellon
Stacey Winning, Deputy Head of Global Human Resources, Dimensional Fund Advisors

All Eyes on the I: Inclusion in the Workplace 12:30PM - 1:30PM EST

All Eyes on the I: Inclusion in the Workplace

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Amid a global paradigm shift, businesses must build more meaningful levels of D&I practices. The “I” has never been more important. Join our panel of thought leaders to learn how to build inclusive policies and behaviors that create work environments that are more engaging and workforces that can grow and flourish.

Renee Baker, Head of PCG Advisor Inclusion Networks, Raymond James
Regina Curry, Chief Diversity Officer, Franklin Templeton
Sarah Maynard (Moderator), Global Head, External Inclusion & Diversity Strategies and Programs, CFA Institute
Paul Francisco, Chief Diversity Officer, State Street

Sponsored Pop-Up Speaker: Northern Trust  1:30PM - 1:40PM EST

Diversity Data - What, Why and How?

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Covid-19 has shined a light on need for building better strategies for the collection of diversity data. Building back better on data collection presents an opportunity for firms to strengthen and retain their ‘social’ licence to operate.

Data is the ‘bedrock’ of all businesses and people are the single most important contributor of commercial success. Robust data enables us to recognised trends and patterns and influence crucial decision making and also enables us to see barriers and new opportunities.

As a sector, the investment and savings industry has traditionally invested considerable money and resource into to understanding the behaviour patterns of clients, savers and investors. Yet when it comes to our own workforces, the data we have available about our own people ‘at home’ is considerably less.

This insightful conversation by Matt Cameron will explore some of the macro-industry trends on collecting data on diversity dimensions and provide some thought provoking tips for moving the topic from just being about the numbers.


Matt Cameron, Global Managing Director, LGBT Great

Path to Wellness 2:00PM - 3:00PM EST

Path to Wellness

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The events of the last six months surely have taken a toll on most everyone. Savvy business leaders will not only assess the impact to their people, but embrace the fact that each unique human perspective is valuable. Learn how firms across the industry are addressing wellness in the workplace with a candid discussion about building and leveraging employee assistance programs (EAP) aimed at helping employees resolving issues that may be adversely affecting their performance.

Michelle Bruno, VP, Global Benefits & Wellness, FIS
Catherine Goonetileke (Moderator)
, Partner, EY
Stacy Korsak, Vice President, Strategic Programs, Fidelity
Cindy Wolpert, Executive Coach and Founder, Results-Based Coaching Associates

Sponsored Pop-Up Speaker: FIS 3:00PM - 3:10PM EST

The Two Paths to Resiliency During COVID-19

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The COVID-19 pandemic has been the ultimate test of resilience for capital markets firms. Join this session for industry insights from FIS SVP, strategic innovation executive, Tony Warren. Tony will reveal the latest findings about the impact of COVID-19 on the capital markets, based on our exclusive Readiness research. Then explore how firms are now leveraging service providers through cloud computing and Business Process as a Service(BPaaS) to solve the bigger issues that have faced the industry for years.


Tony Warren, SVP, Strategic Innovation Executive, FIS

Day One Wrap Up 3:10PM - 3:20PM EST

Day One Wrap Up

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Day one summary delivered by the emcee.