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


Toolkit: Getting Started with DEI Metrics

More information coming soon.

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



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


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

Managing Director, Senior Client Executive


Richard M.F. Ernesti is Managing Director, and a Senior Client Executive covering firmwide strategic relationships and is responsible for the cross-sale coordination of Custody, Fund Services, and Securities Lending service offerings.  Richard has developed a deep understanding his client needs and to deliver strategic organizational initiatives. He brings over 30 years of financial services expertise and has worked in many different cities across three continents including, London, New York, Singapore, Frankfurt , Tokyo, and Hong Kong.

During his tenure at Citi, Richard has taken on several key leadership roles including Asia Pacific Regional Head of Securities Services for Global Transaction Services business, Head of the Prime Finance Client Management team and prior to assuming his current position in early 2016, as the Senior Client Executive covering strategic relationships.

Prior to joining Citi in 2001, Richard was Managing Director, Head of Customer Management and Global Sales Head for Global Securities Services at Deutsche Bank. Richard began his career at State Street Trust and Banking in Tokyo, followed by a move to Chase Manhattan Bank, where he completed the Management Development Program and worked in Chase Private Banking.

Richard is an advocate for Diversity, Equity, and Inclusion (DEI) at Citi and in the financial services industry. He leads the DEI initiatives for Securities Services in North America, is an active member of Citi’s Pride Network, and serves as a mentor for the LGBTQ+ community.

He is a frequent speaker on industry panels and sits on the CEO Advisory Council of the Nicsa Diversity Project North America and the Investment Company Institute’s Diversity and Inclusion Committee. He is actively engaged with and provides thought leadership for LGBT Great, Out Leadership and Out and Equal as well as with the clients which he covers.  He also is an active volunteer as a mentor to young LGBT professionals and leaders in the finance industry.

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.


A Guide to DEI Metrics
Recorded 09/27/2023  |  65 minutes
Recorded 09/27/2023  |  65 minutes
11 Questions
11 Questions Post webinar survey