All Eyes on the I: Inclusion in the Workplace
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.
Paul Francisco, Chief Diversity Officer, State Street
Regina Curry, Chief Diversity Officer, Franklin Templeton
Sarah Maynard, Global Head, External Inclusion & Diversity Strategies and Programs, CFA Institute
Renee Baker, Head of PCG Advisor Inclusion Networks, Raymond James
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 Jordan DeBettencourt at 508.683.1618.
Head of PCG Advisor Inclusion Networks, Raymond James
Renée Baker is head of PCG Advisor Inclusion Networks at Raymond James, providing corporate support and leadership for the Network for Women Advisors, Black Financial Advisors Network and Advisor Pride Network. In her role, she focuses on increasing representation of diverse advisors within the firm and the industry as a whole, working closely with Raymond James PCG Education & Practice Management and the firm’s head of diversity and inclusion.
Previously, she served as chief marketing officer for Carillon Tower Advisers, a subsidiary of Raymond James, where she was responsible for the global marketing strategy for seven brands while leading a team of marketing professionals across several departments. She also has extensive asset management marketing experience across a variety of channels and geographies. Prior to joining Raymond James, she held senior-level marketing roles at various financial services firms, most recently at Aberdeen Standard Investments.
In addition to her role, Renée is part of the Raymond James Diversity Council, serves as the firm’s national co-leader for the Mosaic Multicultural Inclusion Network and is a mentor for the Emerging Professionals Inclusion Network. Active in the community, she serves as a board member for Community Action Stops Abuse (CASA) and as a trustee for American Stage. She is also an adjunct instructor at the University of South Florida where she teaches advertising management.
She earned a Bachelor of Science degree in finance from Rutgers University, a Master of Business Administration degree from The Pennsylvania State University, and a doctorate in Business Administration from Wilmington University. She also attended the Securities Industry Institute, hosted by SIFMA and Wharton, and has her Series 6, 63 and 26 licenses.
Chief Diversity Officer, Franklin Templeton
Prior to joining Franklin Templeton, Regina was the Chief Diversity Officer for Legg Mason, where she was charged with advancing diversity and inclusion initiatives globally to support their mission of “Investing to Improve Lives” and achieve the growth strategy of “Expanding Client Choice.”
Regina previously served as the Senior Director, Global Diversity and Inclusion for McCormick & Company, Inc. In this position she oversaw all aspects of global diversity and inclusion. During her tenure, the organization was recognized by DiversityInc among the “Top 50 Companies for Diversity” in 2017 and 2018.
Native of Akron, Ohio she earned a BA in Psychology from Northern Kentucky University. She is also Green Belt certified in Six Sigma, in Center for Creative Leadership 360 assessment, Procsi Change Management, as a Senior Professional in Human Resources (SPHR) and achieved the Harvard Business School certification in Global Business in 2020.
She is a member of the Investment Company Institute (ICI) Global Diversity and Inclusion Committee and Network of Executive Women. She is involved in the community, has served on the Board of Directors for Associated Black Charities, and has completed the Greater Baltimore Committee Civic Leadership Program.
Chief Diversity Officer, State Street
Paul is the Chief Diversity Officer and Head of Workforce Development Programs at State Street Corporation. He leads the implementation of State Street’s global diversity, equity and inclusion strategies.
Prior to joining State Street, Paul was a Managing Director and Co-Founder of Foster & Francisco, LLC, an executive search and diversity consulting firm. He has also held recruitment and Relationship Management positions at Bank of America, and Fidelity Investments, respectively. Paul is an active member of the community and is involved with a number of professional organizations.
Most recently, Paul was appointed by Massachusetts Governor, Charlie Baker, to serve on the Black Advisory Board Commission. He has received many awards and recognitions throughout his career, including a Certificate of Achievement from Governor Deval Patrick, for his work with the Hispanic Community. Additionally, Paul was named in Boston Business Journal’s “Top 40 Under 40” in 2007, and El Planeta Newspaper Powermeter’s “100 Most Influential Latinos in Massachusetts” in 2007, 2013, and 2014.
Paul is a Boston University and UMASS-Boston graduate. He also graduated from The Partnership Inc. Associates, Fellows, and Next Generation Executive programs. Paul lives in Boston with his wife and two daughters.
Sarah Maynard (Moderator)
Global Head, External Inclusion & Diversity Strategies and Programs, CFA Institute
Sarah Maynard joined CFA Institute in 2019 in the newly created role of Global Head, External Inclusion & Diversity Strategies and Programs. Sarah leads a global, industry-recognized, external I&D program portfolio for our key stakeholders: candidates, members, societies and institutions.
An experienced investment professional, Sarah joins us from Majedie Asset Management, an independent global investment firm based in the UK, where she was Client Communications Director and Head of Stewardship. In this role, she focused on ESG, especially governance, with a keen interest in how companies can achieve success through improving inclusion in stewardship. Prior to that, she was Director of Career Development at CFA Society UK, and a founder of their Women’s Network, which is now the Inclusion & Diversity Network. Sarah previously worked as an analyst and fund manager. She earned her MAdegree in English Language and Literature at Trinity College, Oxford, holds the ASIP and is an Associate of the Chartered Institute of Personnel & Development.