DEI Breakfast and Presentation - The State of DEI: Creating Positive Change Amid DEI Pushback

While DEI efforts have received more attention in the last few years, these efforts have also faced growing pushback. It is important to understand and address pushback to continue making progress on DEI. In this session, we will look at the state of DEI efforts, the case for improving diversity in the wealth management industry, and we will work together to problem solve how to overcome the pushback that we are facing in our organizations.