Becoming a Champion of DE&I:
Diversity, Equity & Inclusion Activator Series
Do you want to implement a successful Diversity, Equity and Inclusion strategy within your firm, but aren’t sure how to get started? Would you like a roadmap to help keep you on track? Are you interested in finding specific resources to help?

CFA Society Portland is pleased to announce a three-part workshop series for financial industry leaders and HR professionals to gain resources and recommendations to move your organization forward.

The three-part series will cover the following:

October 12th, 1:30pm to 2:30pm
Laying the Foundation for Success: Understanding Equity & Inclusion in the Workplace
 
November 10th, 1:30pm to 2:30pm
Expanding Opportunities & Capabilities: Diversity Recruitment & Selection
 
December 2nd, 1:30pm to 2:30pm
Advancing Your Journey: Resources for Implementing & Executing your DEI Strategy
Part 1: October 12th 1:30-2:30pm
Laying the Foundation for Success – Equity & Inclusion in the Workplace
In this one-hour panel discussion and Q&A with DEI and HR experts, you will understand the value of creating an inclusive workplace that attracts and retains diverse talent. Hear from a local financial firm and two local consultants on what they’ve learned from leading initiatives in their own organizations and how they have supported their clients in their journeys. Get your questions answered around the “why” and “what” of this important work, including how to approach a strategy that leads to impact in your industry and organization.

By the end of this session, you will –

  • Affirm your “why” or purpose for investing in diversity, equity and inclusion
  • Have a better sense of where to start and requirements for sustainable change/improvement
  • Gain tools to evaluate and understand how employees experience equity and inclusion in your organization
PANELISTS:
Marcus Carter
Director of Social Equity
 
After almost a decade in recruiting, Marcus Carter II is intimately familiar with the challenges and opportunities that go along with diversifying an organization. He is an active leader in the community, speaking and presenting frequently on topics related to equity, diversity, and inclusion.
 
Marcus is the Director of Social Equity at Cinder. He is an Organizer, Teacher, and Catalyst dedicated to transforming the cultural, material, and systemic conditions of our workplace and society. He is engaged with various equity, justice, and liberation projects locally and nationally. In addition, he serves as a Board Member with Portland Workforce Alliance, Free Geek, and Oregon Entrepreneurs Network (OEN).
 
In addition to guiding Cinder’s internal equity work, Marcus leads their equity consulting services. Cinder's shared goal is to evolve equity, diversity, and inclusion efforts beyond short-term programs and one-off trainings. They offer a holistic model that helps businesses apply an equity lens to decision making at every level. Cinder also connects employers to a talented, varied group of candidates while assisting to remove systemic barriers that prevent diversity from thriving in their organizations.
 
Cinder is a proudly community-conscious recruiting and consulting agency that centers equity, diversity, and inclusion. They are dedicated to humanizing staffing by connecting awesome people, building amazing teams, and developing authentic partnerships. Cinder works with a broad range of clients and industries, focusing on organizations that truly care about the people in their workforce.
Suzi Wear, SPHR, SCP
VP of People Development & Culture
 
Suzi’s background consists of 20 years of experience with expertise in: management of human resources, compliance with multiple state employment requirements, coordination of mergers & acquisitions, resolution of complex employee relations issues, and development of leadership development programs.

Since 2002, Suzi has provided HR consultation to a large number of Xenium clients in varying industries including manufacturing, non-profit, retail, technology and professional services. She is recognized for her direct communication style and ability to balance the business needs of the client while providing practical guidance concerning employer obligations.

Suzi oversees Xenium’s professional development programs focused around compliance, organizational performance and leadership effectiveness.  In addition to curriculum development and facilitation, she provides individual leadership coaching and partners with local organizations to produce seminars attracting Northwest business owners, managers and human resource professionals.

Suzi is a member of Xenium’s Senior Leadership team, serving as a technical resource for strategy, marketing and product development.

Suzi earned her B.A. in Psychology from University of Oregon, possesses SPHR and SCP human resource certifications and is a certified coach for DISC and Social & Emotional Intelligence. She continues to develop herself professionally through reading, research and positive psychology coursework.
Tana Thomson, SHRM, SCP
Chief People Officer

Tana Thomson is currently the Chief People Officer and sits on the Executive Committee for Vista Capital Partners. Prior to Vista she was the VP of Human Resources for Xenium HR an outsourced HR services company serving over 400 clients in varying industries where she led a team of 55 employees. She has served in a senior leadership role for the past 14 years and has partnered with many executive teams to help build great workplaces. Her expertise areas are in leadership coaching, performance management, training and development, compensation and total rewards, culture development and employee relations. Tana holds a BA in Business Administration from OSU and is a SHRM- Senior Certified Professional and Certified Compensation Professional. In her spare time Tana enjoys volunteering for the Leukemia and Lymphoma Society, Big Brothers/Big Sisters, and Project Lemonade. In 2018, she served as the Corporate Walk Chair for Light the Night and currently serves as a Board Trustee for LLS and Board Chair for Project Lemonade.
Pricing:

Firm has CFASP Member:
One Webinar Only – $49
Webinar Series (all three webinars) – $99

Firm does not have CFASP Member:
One Webinar Only – $65
Webinar Series (all three webinars) – $129

If the cost is prohibitive or if you would like to include a larger group from your firm, please contact info@cfaportland.org
You will receive a confirmation email containing information about joining the meeting.