Join moderator Tim Volk and several members of our Diversity, Equity and Inclusion (DEI) committee in conversation with special guests, Mitchell Spearman and Sheila Lawrence.
In the realm of DEI, the “I” is often deprioritized as the last to be considered and hardest to measure. Yet Inclusion is often the most important metric for success and impact in terms of developing successful teams, improving client retention, and new business development. With this, we invite you to listen and engage in this discussion around how we can help our businesses and clients adopt an “Inclusion Mindset.”
We welcome you to share the invite with your firm’s DEI professionals for complimentary attendance at this event.
Attendees will:
- Gain insights into the UHNW Institute’s commitment to the DEI Initiative and its relevance to our industry.
- Understand why inclusion was chosen as the focus of this webinar.
- Hear from experts about their experiences navigating DEI within firms and client relationships.
- Engage in dialogue, sharing both positive and challenging experiences on this topic.
- Develop a deeper understanding of inclusion as a crucial metric for diversity.
- Share ideas about how to move towards greater inclusion in your organization, in your client relationships and in the families you serve.
We look forward to your participation in this important conversation.
Members may register for this UHNW Institute Webinar on the portal here. If you want to learn more about joining The UHNW Institute please do not hesitate to contact us.
Meet the panelists:
Tim Volk
Founder and Principal of T. Volk & Company
Mitchell Spearman
Founder and Dreamer of Gifts of a Lifetime, LLC
Leaders Council Member at The UHNW Institute
Sheila C. Lawrence, MALD, CFP®, CAP
Partner & Senior Client Advisor at Ballentine Partners, LLC
