Wednesday, 18 September 2019

1:30-2:30 p.m.

Skill-Building Workshops

The Perfect Financial Services Resume
Victoria McLean
Founder and CEO
City CV

  • Your CV/resume is your future. Bridge the gap between where you are now and where you want to take your career.
  • It’s marketing: What’s your brand? What’s your pitch? Get ready for action.
  • Artificial intelligence and the applicant tracking system: 80% of jobs advertised online could be screened by a computer. Beat the bots to ensure you get over the first hurdle.
  • Tell a story, start with a bang, and provide just the right amount of context to hook your audience: Show don’t tell.

The Path to Corporate Boards: Prepare, Connect, and Present
Julie Castro Abrams
CEO, How Women Lead
Managing Partner, BoardLeaders​

  • What skills are in demand for board members and how to get them
  • Samples of “board bios” and how to fit into the profile
  • Making connections to get you to the board room
  • How to highlight and present your skills in the best light on your CV

The Ultimate Success Formula: Leadership Presence and Emotional Intelligence
Christiane St-Amour
​Executive Coach and Leadership Development Specialist

  • What can leadership presence and emotional intelligence do for your career?
  • Emotional intelligence: The critical element to your success
  • What is leadership presence, and how can you build personal influence in your organization?

2:30-3:00 p.m.

Break and Networking

3:00-3:15 p.m.

Conference Welcome

Diane C. Nordin, CFA
Chair, CFA Institute Board of Governors
Director, Federal National Mortgage Association

3:15-4:00 p.m.

Initial Learnings from Experimental Partners: Leveraging Research on Diversity and Inclusion

Rebecca A. Fender, CFA
Head, Future of Finance
CFA Institute

Kelli E. Palmer
Head, Global Diversity & Inclusion
CFA Institute

Thomas Collimore, CFA, Moderator
Senior Director, Institutional Partnerships
CFA Institute

  • An update on the state of Diversity and Inclusion in the industry, and industry reaction to the Driving Change report released at the 2018 conference
  • Which of the 20 recommendations are of most interest and why
  • How firms are beginning to implement the recommended actions and how they plan to measure progress

4:00-4:15 p.m.

Advocating for Gender Diversity across Markets and Industries: A Commitment of the Investor Leadership Network to Boost Performance

Oona Stock
Executive Vice President of Talent and Performance and Chief Human Resources Officer

Read more about the Investor Leadership Network, an open and collaborative platform for leading investors interested in addressing sustainability and long-term growth. A direct outcome of Canada’s 2018 presidency of the G7, the ILN focuses on concrete actions and global partnerships.

4:15-5:00 p.m.

Break and Networking

5:00-6:00 p.m.

A Sense of Mission: Leadership Lessons Learned from Space

Cady Coleman
​Former NASA Astronaut and Air Force Colonel

Sophie Palmer, CFA, Moderator
Regional Director and Portfolio Manager, Private Wealth Management
Jarislowsky, Fraser Limited

  • Developing your sense of mission and what that means
  • Facilitation problem solving among groups with diverse interests by making space and having hard conversations
  • Inspiring your team to be their best

6:00-7:30 p.m.

Evening Reception

Meet and Greet with Cady Coleman

Thursday, 19 September 2019

8:15-8:30 a.m.

Morning Remarks

Margaret E. Franklin, CFA
Incoming President and CEO
CFA Institute

8:30-9:30 a.m.

Perspectives on Women in Finance: Opportunities, Getting a Seat at the Table, and Moving Ahead

Anu Aiyengar
Managing Director and Head of North American Mergers & Acquisitions
J.P. Morgan

Lauren Foster, Moderator
Director, Continuing Professional Development Content, Americas
CFA Institute

  • Mentoring and encouraging young women in finance—lessons and approaches
  • Thoughts on closing the gender gap and taking your place at the table
  • Candid conversations in promotion discussions
  • The value of diversity in finance

9:30-10:30 a.m.

The Impact of Gender Bias in the Workplace

Madeline E. Heilman
Professor of Psychology ​
New York University

Cheryl Evans, Moderator
Director, Conferences
CFA Institute

  • Issues with the selection of women to lead in traditionally made roles
  • The impact of attribution rationalization and whether women get things like proper credit for teamwork
  • How positive performance information about women can be distorted
  • Penalties for violating gender stereotypical norms and the challenge of balancing being “agentic” and “communal”


11:00-12:00 p.m.

Investing in the Age of Engagement

Heather Brilliant, CFA
President and CEO
Diamond Hill Capital Management

Elsie M. Fletcher, CFA, Moderator
Chair, Education Advisory Board, CFA Institute
Former Managing Director of Client Services, Tukman Grossman Capital Management

  • The financial crisis ushered in an age of investor engagement. Institutional and individual asset owners, as well as financial advisers, are becoming more vocal and demanding across a wide range of issues.
  • Investors are far less passive than they were before 2009, and the investment management profession has taken notice and is responding.
  • What does this evolution mean for investors and the way investment decisions are made? And how can we, as an industry, lead the way in engaging investors to achieve better outcomes?

12:00-1:15 p.m.

Networking Lunch

1:30-2:30 p.m.

Diversity Etiquette and the Power of Inclusive Leadership

Bonnie St. John
Author, Leadership Consultant, and Paralympic Athlete

Leyla Kassem, CFA, Moderator
Director, Client Relations
Wells Capital Management

  • Views on diversity etiquette in the workplace
  • How inclusive leadership operates—micro-affirmations, investing in all kinds of people, and flexing your style
  • How great women lead—practical lessons from noted women leaders
  • Overcoming obstacles to be your best even when you aren’t included

2:30 p.m.

Takeaways and Closing Remarks

Elsie M. Fletcher, CFA
Chair, Education Advisory Board, CFA Institute
Former Managing Director of Client Services, Tukman Grossman Capital Management

Leyla Kassem, CFA
Director, Client Relations
Wells Capital Management