Partner News

NAIFA – A Strong Voice in Diversity

The first Diversity Symposium organized by NAIFA was a huge success. Held just before the association’s 2017 Congressional Conference in Washington, D.C., the meeting brought together forward-thinking executives from some of the nation’s top financial firms to discuss the importance of having a diverse workforce and helpful hints for making this happen. The keynote speaker for the event was diversity expert David Bugea, SHRM-SCP, SPHR, whose presentation was titled, “Diversifying Your Other Portfolio.” Bugea has been serving as a training program manager for Arvest Bank Operations, Inc. Bugea focused his remarks on how to attract workplace talent that reflects diversity. If the industry does not address the diversity issue, it is not really meeting the needs of the people who need its products and services. Read more.
 
To achieve diversity in a world that is changing rapidly, one must plan strategically, Bugea advised. The first step in a good plan is to assess where you are today. “We will not progress unless we know where we are. This is critical for success; so, do a solid assessment of where you are today.” You should then determine where you want to be, how much you want to invest, and your propensity for risk.
 
Company representation for the event included Prudential; UNUM; AXA Advisors; New York Life; Horace Mann; Sallie Mae; State Farm; Ohio National; Thrivent; C. Golden Consulting; WIFS; NAAIA and Primary Financial.
 
The NAIFA Diversity Symposium was just the tip of the iceberg. As the oldest and largest national association representing financial advisors and insurance agents, it is important NAIFA is representative of our world today, and it begins with the establishment of benchmarks that illustrate the diversity of our membership. The next NAIFA Diversity Event will be held during NAIFA’s 2017 Performance + Purpose Annual Conference, September 8-10th at the Swan and Dolphin Hotel in Orlando, Florida. More details coming soon.
 
Click here for more information on the NAIFA Diversity Symposium.