9:00am - 9:45am ET - Networking Breakfast

9:45am - 10:00am ET - Welcome Remarks

10:00am - 11:00am ET - C-Suite Fireside: Charting the Course

Join ABC correspondent Byron Pitts and industry leaders as they delve deep into the pivotal issues shaping the DEI journey in asset and wealth management. Expect invaluable perspectives on navigating today's complex challenges and seizing opportunities from industry trailblazers.

Speakers:
Moderator: Byron Pitts, Anchor & Chief National Correspondent, ABC News
Bob Adams, Chief Operations Officer, Fidelity Investments
Cinda Whitten, Head of Global Investment Operations, Nuveen

11:00am - 11:15am ET - Lightning Talk

11:15am - 12:00pm ET - Using AI to Advance DEI

Learn the potential, and recognize the risks, in utilizing AI to reduce bias and empower investors. Hear real-world examples of how responsible AI can be used in inclusive client servicing, talent recruitment, marketing messaging, and beyond.

Speakers:
Moderator: Myra Chen, Data, Insights and Analytics Leader, Capital Group
Ryan Christianson, Vice President, Responsible Investing, Columbia Threadneedle Investments
Lazaro Tiant, Sustainable Investment Analyst, Schroders

12:00pm - 1:00pm ET - Lunch

1:00pm - 1:45pm ET - Luncheon Keynote: Citi Talks DEI Leadership

Discover firsthand the proven approaches and innovative practices that have propelled Citi to the forefront of DEI leadership. Gain invaluable insights to empower your organization and drive meaningful impact.

Speaker:
Erika Irish Brown, Chief Diversity, Equity and Inclusion Officer and Global Head of Talent, Citi

1:45pm - 2:00pm ET - Break

2:00pm - 2:45pm ET - Are We Going Backwards?

A hard-hitting discussion around the trajectory of progress. Are our strides towards a more diverse, equitable, and inclusive industry being sustained or regressing? From DEI fatigue, Supreme Court rulings, and leadership lethargy, learn how to battle the headwinds, reframe, and re-energize the mission.

Speakers:
Moderator: Tommy Arnold, Principal, FSO Consulting Wealth & Asset Management, Ernst & Young LLP
Omar Aguilar, CEO and CIO, Schwab Asset Management
Michelle Thompson-Dolberry, Chief DEI Officer, MFS

2:45pm - 3:00pm ET - Lightning Talk: "Juneteenth & Pride: A Path to Inclusivity"

Elevate your DEI initiatives to new heights with insights from a 2023 DPNA Rising Star. Hear personal and historical perspectives on Juneteenth and Pride Month and learn how your firm can celebrate, recognize, and educate!

Speaker:
Eugene Smith, Diversity Project Manager & Chief of Staff to The Global Head of Diversity and Talent, Citi

3:00pm - 3:15pm ET - Break

3:15pm - 4:00pm ET - Closing Keynote: “Ignite, Inspire, Act”

The grand finale of Nicsa’s Fearless Leadership Symposium, this dynamic session will ignite your passion for change and propel your intentions into action. Conclude the FLS on a high note and embark on a journey of impactful change!

Featuring: 
Moderator: Gary Casagrande, Senior Vice President - Head of US Fund Administration, Northern Trust Asset Servicing
Carol Fulp, CEO, Fulp Diversity LLC

Sponsored by:

4:00pm - 4:30pm ET - Break

4:30pm - 5:15pm ET - Rising Stars Award Ceremony 

5:15pm - 7:30pm ET - Rising Stars Networking Reception