Authentic and Empathetic Leadership

Recorded On: 06/17/2021

Only available as part of a package

10:00am - 11:00am: Leadership in 2021 looks a bit different than it did in 1990, 2010, or even 2019. The qualities and practices of the most successful business leaders have certainly evolved. Join us for tips and tools on developing the inclusive leadership skills that are essential for today and the workforce of the future.

11:00am - 11:15am: Lightening Talk: How Neurodiversity is Creating a Competitive Advantage

11:15 - 11:20: DEI in Action

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: Business Management & Organization

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.

Mandell Crawley

Chief Human Resources Officer, Morgan Stanley

Mandell L. Crawley is Chief Human Resources Officer and a Managing Director with Morgan Stanley. Prior to his current role, Mandell was the head of the firm's Private Wealth Management (PWM) business, a division that exclusively focuses on ultra-high net worth individuals, families and their foundations. In that role, Mandell also oversaw International Wealth Management, which caters to non-U.S. resident clients, Family Office Resources, which offers an expansive suite of highly specialized services to address t he complexities of managing affluent wealth, Global Sports and Entertainment, and Institutional Client Coverage.

Prior to his leading PWM, Mandell was the firm's Chief Marketing Officer, where he had overall responsibility for defining, creating and delivering Morgan Stanley's marketing strategy.

Mandell served as Head of National Business Development and Talent Management for Morgan Stanley Wealth Management, where he led an organization responsible for driving growth across the firm's industry-leading platform and improving the proficiency of our financial advisors, sales support and branch leadership talent.

Earlier in his career, Mandell served as Head of U.S. Fixed Income Sales and Distribution for Morgan Stanley Wealth Management's Capital Markets Group. In total, he spent 14 of his 28 years working within the Capital Markets in various producing and managerial capacities.

Marc Brookman

Chief Executive Officer, Schroders North America

Marc Brookman is the Chief Executive Officer of North America. As the CEO, North America he has overall responsibility for Schroders’ operations in the United States and Canada. Marc joined Schroders in 2018 and assumed the role as CEO, North America in 2020.

Marc previously was with Morgan Stanley where he was Managing Director and Head of Institutional Wealth Services. In this role, with over 30 years of industry experience, Marc had overall responsibility for Graystone Consulting and the Institutional Advisory businesses, including Corporate Retirement, Corporate Cash, Public Funds, Defined Contribution, Financial Wellness and all distribution and relationship management.

Prior to this role, Marc ran Morgan Stanley’s Consulting Group Distribution and was responsible for over $800 billion in assets under management. Additionally, he oversaw all of the Firm’s Advisory Products and was responsible for Program Development and Management.

Previous experiences in asset management include leadership roles at Citigroup Asset Management, New York Life Investment Management and Oppenheimer Capital across Institutional, Retail, Retirement, and Distribution.

In addition to his responsibilities at Morgan Stanley, Marc has currently served as Vice Chairman of the Board for James Madison University School of Business and has held multiple leadership roles for the Money Management Institute.

Marc received his B.S. in Business from James Madison University.