Diversity Symposium

NAIFA Brings Together Thought Leaders on Diversity & Inclusion

NAIFA is the industry’s largest and oldest industry organization. We are the “big tent.” As such, NAIFA is actively involved in bringing together key industry partners to work together to create a more diverse industry that better reflects and serves consumers in multiple markets.

On May 23, 2017, NAIFA held its first Diversity Symposium comprised of thought leaders from different companies and organizations who are committed to share best practices and exchange ideas and strategies. The Symposium was held in conjunction with the Congressional Conference to give participants the opportunity to attend the largest advocacy meeting in the industry.

Forward-thinking executives from the nation’s top financial firms as well as volunteer leaders from other industry groups came together to discuss the importance of having a diverse workforce and strategies for making this happen. Speakers presented the business case for promoting diversity and facilitated discussions on how the industry can work together to move the needle forward in advancing diversity within the industry. Download the full report from the May 2017 Symposium (PDF).

September 8, 2017 1:00 pm to 5:00 pm

The second Diversity Symposium will be held in September in conjunction with NAIFA’s 2017 Performance + Purpose Conference in Orland. This meeting will build upon the information shared at the spring meeting. It will be facilitated by diversity experts Tariq Khan and Mark Hug, leaders in the diversity and inclusion space. Both have expertise developing plans with groups such as LIMRA, Asian Diversity Conference and Harvard Business School’s SABA Conference.

The Symposium will begin with a “fireside chat” featuring NAIFA’s Secretary Jill Judd  discussing the role of diversity in the industry and the business case for it. After that, participants will discuss NAIFA’s role in promoting diversity and more importantly inclusion within the industry, and the major gaps between the distribution channel and the customer. We will develop strategic solutions through interactive team exercises that address attendees’ key objectives. The final section will include group discussions and identifying next steps.