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From Awareness to Action: A Model for Closing the Racial Wealth Gap

FROM AWARENESS TO ACTION: A MODEL FOR CLOSING THE RACIAL WEALTH GAP

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 2, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

Despite the increase in discussions for racial equity, communities of color continue to be left out of the conversations around wealth building, especially around the lack of diversity in financial advisers who serve them. Closing the diversity gap for financial advisors is critical to building wealth for African Americans.

In 2016, Keith Beverly, Managing Partner & Chief Investment Officer at GRID 202 Partners, launched the 20 by 2020 Initiative to help at least 20 African American advisers obtain the CFP® designation by the end of 2020. Today, in collaboration with Gary Clement, CFP®, CRPS®, CRPC®, AFC®, MPAS®, those efforts have continued.

In this webinar, we'll learn more about how this initiative is working to move the needle on financial planning strategies for diverse households.

Learning Objectives:


  • Understand how the racial equity lens is applied to investments

  • Explore how nuances in financial planning strategies can help diverse households

  • Learn about initiatives to increase the racial diversity of Certified Financial Planners

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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With over 15 years of investment management and financial planning experience, Keith’s responsibilities range from building customized investment portfolios to implementing sophisticated financial planning strategies for medical professionals, attorneys, and professional athletes. GRID 202 Partners has developed expertise in identifying private market investments that deliver attractive financial returns while achieving positive social impact.

A Washington, D.C. native, he is one of fewer than 20 African American advisors in the United States who holds both the CFP and CFA designations

Passionate about financial education — particularly in lower-income communities — Keith taught financial literacy for several semesters at the Washington Jesuit Academy near his hometown. Additionally, he has delivered numerous seminars and workshops to groups ranging from medical students to retirees.

Keith graduated from Carnegie Mellon's Tepper School of Business with honors and obtained his M.B.A. from UNC’s Kenan-Flagler Business School, where he was a Dean's Fellow. He also sits on the board of North Carolina A&T’s Department of Family and Consumer Services, one of four CFP® Board-registered programs at a historically black college.

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Jina Etienne, CPA, CGMA

Etienne Consulting
Diversity & Inclusion Consultant, Speaker & Trainer
[email protected]
(301) 778-5510

Etiennelogo

Jina is a consultant and speaker on diversity, inclusion, culture, and belonging. She creates training programs and workshops to help clients move forward in their D&I journey. She is a storyteller and speaks candidly about her experiences, hard lessons, and ‘aha’ moments that helped her understand the importance of individuality, the value of curiosity, and the courage it takes to “just” be yourself. Often described as “approachable” and “relatable” by her clients, she works with purpose and the intention of being engaging, practical, and immediately applicable to real-world situations. Jina draws from her unique background and mix of work experiences to offer examples and share insights designed to benefit everyone across the workplace ecosystem – executives, management, employees, and customers.

Previously, she was Principal Consultant at EtiennePartners (EP), a boutique consulting firm that offered a unique strategy development, workshops & coaching to leaders, executives and entrepreneurs. Co-founded with her husband, EP was a full-time partnership in both work and life. Although in different professions, their work often intersected around the importance of self-awareness in leadership and navigating conflict within teams. Combining their experiences, backgrounds, and work led to the development of their unique approach to D&I, which she continues to use in her practice today.


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About Our Sponsor

Etiennelogo
Etienne Consulting's passion is diversity & inclusion. The company helps organizations and businesses, large and small, wherever they are on their journey to fearless inclusion. 

Etienne Consulting's work is informed by their unique mix of experience in public accounting & business consulting, association management & member engagement, and diversity & inclusion consulting and training. Although in a variety of roles and industries, their work has always intersected around the importance of self-awareness in leadership, clarity of purpose, and navigating conflict within teams.

This led them to develop techniques to deepen awareness and strengthen communication — core skills necessary for driving meaningful change in organizations. They work with businesses and firms to infuse diversity, equity, and inclusion across all aspects of people experience, operations, policy, communications, branding, and community & social responsibility. Their training programs and workshops are designed to bridge the gap between diversity and inclusion by offering concrete skills and communication strategies teams and use to build teams capable of leveraging their full diversity to drive innovation, growth, and lasting cultural change. They also offer support in developing, implementing, executing, and reporting on D&I strategy.