Belonging In Finance

Agenda

Agenda topics, timing and speakers subject to change.

 
 

Wednesday, June 29 | 11:00 am – 3:30 pm

 

11:00 am - 12:00 pm

DE&I: It's Never Been More Important & Practical Insights for Getting it Right
DE&I is no longer merely an HR program; it is a business imperative that requires thoughtful consideration for each business leader as they devise a DE&I strategy that empowers world class teams where each team member feels that they belong. D.K. Bartley, Chief Diversity, Equity & Inclusion Officer at Moody’s, discusses all of this and more in his keynote address that will inspire financial leaders and offer practical insights to take back to their organizations.

Speaker:

  • DK Bartley | Chief Diversity, Equity & Inclusion Officer | Moody's Corporation
 
 

12:00 pm – 1:00 pm

Advancement and Advocacy
Many conversations surrounding DE&I are focused on attraction and retention. Our panelists go a step further and discuss the importance of being advocates for your team members and share how others have helped them advance in their career. Attendees will have a greater understanding of some of the challenges finance professionals from diverse backgrounds face and how they can reach out and help their team members.

Moderator:

  • Olivia Berkman | Director of Content | Financial Executives International

Speakers:

  • Ping Cao | Vice President | Robert Half/Protiviti
  • Shelly Hogans | Managing Consultant | Empowerment Financial Advisory Services
 
 

1:00 pm – 1:30 pm

Break

 

1:30 pm – 2:30 pm

Belonging in Finance: What It Means and How to Create Belonging
A sense of belonging is important for any finance professional. Moreover, ensuring that your finance function fosters belonging is the duty of any financial leader; in this panel, finance professionals discuss what it means to belong in finance and how attendees can build teams where everyone feels they can belong.

Speakers:

  • Myrtle Jones | Senior Vice President, Tax | Halliburton
  • Avec O'Brien | Chief Financial Officer | Walker-Miller Energy Services
  • Stephen Rivera | Vice President, Global Technical Accounting Advisory Services & Policy | Johnson & Johnson 
  • Yang Xu | Senior VP, Global Treasurer & Head of Corporate Development | The Kraft Heinz Company 
 
 

2:30 pm – 3:30 pm

Reverse Mentorship
This panel features the perspectives of the rising generation of financial leaders, who will discuss their experience as professionals from diverse backgrounds: the challenges they have faced, their experience working with mentors, how mentorship could be better, and the kind of mentors and leaders they want to be. Key takeaways will include obtaining a better understanding of some of the challenges early career finance professionals from diverse backgrounds are facing and how they can help mentor the next generation of financial leaders.

 

Moderator:

Speakers:

  • ZeNai Brooks | Controller, Corporate Responsibility and Foundation | Cummins, Inc
  • Shamika Edwards | Audit and Assurance, Senior Manager | Deloitte
  • Dillon Papenfuss | Director of Research | Financial Executives International
 

3:30 pm – 4:30 pm

Conversations on Belonging: Pride
Kevin Lavin from EY and Dillon Papenfuss from FEI commence FEI’s new conversations series Conversations on Belonging. In this discussion Kevin and Dillon reflect on what it was like to come out professionally, how belonging to the LGBTQIA+ community has made them better professionals and offer insights on how to be an ally to your colleagues in the LGBTQIA+ community and more.

 

Speakers:

 
 

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