A Guide to DEI Metrics

Recorded On: 09/27/2023

Forward-looking firms should have metrics in place to support their DEI practices and measure their impacts. This session is intended for institutions within the asset and wealth management industry looking to begin or improve DEI data collection and metrics tracking. Join Diversity Project North America members as they share ideas and best practices around tracking metrics across important DEI pillars such as:

  • Talent Pipelines
  • Retention
  • Leadership

Learning objectives: 

  • Setting DEI objectives
  • Planning action steps that support those goals
  • Identifying key performance indicators across DEI pillars

Resources:

Toolkit: Getting Started with DEI Metrics


More information coming soon.


This program is sponsored by Diversity Project North America's Benchmarking Committee:

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CPE INFORMATION:

Nicsa is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry.

Nicsa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

CPEs Earned: 1 

CPE Field of Study: Personnel/Human Resources

Program Level: Basic 

Delivery Method: Group-Internet Based

Advanced Preparation: None 

CANCELLATIONS AND REFUNDS: Due to this program being offered free of charge, there will be no refunds issued. Questions or Cancellations: Please contact Allison Walsh at info@nicsa.org

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Cheryl Reich (Moderator)

VP Talent Management & Organizational Development CHIEF Member

Broadridge

Naadia Burrows

Chief Diversity Officer, Broadridge

Naadia Burrows is Broadridge Financial Solutions’ newly appointed Chief Diversity Officer. Naadia has held various roles of increasing seniority over the course of her 25 years with Broadridge and its predecessor companies. She is now responsible for designing and implementing a holistic DEI strategy, and partnering with Broadridge's business units and Human Resources team to develop the resources and competencies needed to enhance the organization's culture of belonging and diversity. She is

joining Broadridge’s Executive Leadership Team and will serve as an advisor on global initiatives, such as Broadridge's Executive Diversity Council, Associate Networks, recruitment, and compliance efforts. Prior to being appointed Broadridge’s CDO, Naadia led the organization’s Mutual Fund Regulatory Communications business, which services more than 900 mutual fund complexes. In addition to her P&L ownership responsibilities, Naadia is credited with driving go-to-market strategies and product development efforts. She also actively met with the Securities and Exchange Commission and other industry constituents regarding regulatory matters to help ensure investor communication improve shareholder experiences and provide cost efficiencies. She began her career with the company in 1995, starting in client services and quickly assuming management responsibilities, becoming a Vice President in 2009 and a General Manager in 2017. Her experience in the financial services industry includes
expertise in executive management, client services, operations, and product development. Naadia is a dynamic leader, a supportive mentor and a trusted partner.  

Naadia earned her Bachelor of Science in Economics and a minor in Africana Studies from Stony Brook University, and has completed Columbia Executive Education and Wharton/Securities Industry and Financial Markets Association leadership and executive education programs.

Richard Ernesti

Retired, Experienced 35 Year Global Financial Services Executive

Citi

Richard is a seasoned global banking executive and board member with over 36 years of experience, recognized for driving double-digit growth and returns in leadership roles across Europe, Asia, Latin America, and the U.S. He is a motivational leader with a passion for building high-performing teams that collaborate across product lines, geographies, and functions to achieve exceptional results.

With significant expertise in strategic transformation, sales / relationship management, risk management, and growth, Richard has worked extensively with the world’s largest Sovereign Wealth Funds and Global Financial Institutions. He has a proven track record of leading complex and global organizations, delivering operational excellence, and fostering innovation to strengthen business resilience and profitability.

Richard is now focused on supporting boards as a Non-Executive Director, bringing deep financial acumen, governance expertise, and strategic insights into evolving industry dynamics. His experience spans banking, financial services, hedge funds, and the private equity sectors, making him a valuable asset to organizations navigating market complexities, regulatory changes, and digital transformation.

As AI, Cloud, and API-driven delivery continue reshaping financial services and corporate strategy, Richard provides a unique perspective on integrating emerging technologies to enhance efficiency, improve customer experience, and create competitive advantage—all while maintaining strong risk and governance frameworks.

He is currently seeking board opportunities with financial institutions, large corporates, and private equity-backed firms looking for experienced independent directors who can provide strategic oversight, risk governance, and digital innovation insights.

Throughout his career, Richard has earned multiple industry awards and is a sought-after speaker on Finance, DEI, and Sales and Relationship Management.

George Wilbanks

Managing Partner

Wilbanks Partners, LLC

George Wilbanks spent over 20 years building the asset and wealth management practice at Russell Reynolds Associates to an industry leading position before founding Wilbanks Partners LLC in 2011. Earlier he had worked with a venture capital and family office business Agtek International, and then The Dreyfus Corporation in business development as Assistant to the Chairman. A graduate of Williams College with a degree in Political Philosophy, he subsequently earned his MBA in Marketing at New York University’s graduate school of business.

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A Guide to DEI Metrics
Recorded 09/27/2023  |  65 minutes
Recorded 09/27/2023  |  65 minutes
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