Monthly Archives: July 2021

FEATURE

Ep 59: DE&I as a Strategic Imperative — With Connie Lindsey



Diversity isn’t the end game in DE&I. To create powerful outcomes, leaders need to understand how to create Equity and Inclusion within their firms, which takes strategy, commitment and accountability.  

In this episode, Laura Gregg and David Partain welcome back Connie Lindsey, long-recognized for her outstanding work and former Head of Corporate Social Responsibility and Global Diversity, Equity, and Inclusion for, who has since retired. Connie discusses why she views DE&I as a strategic imperative. She also shares some misunderstood aspects of DE&I and how leaders can sidestep common pitfalls in order to create powerful outcomes.

Connie Lindsey discusses: 

  • What diversity really means
  • How to apply Diversity, Equity and Inclusion as a strategic imperative
  • Understanding equity and how it differs from equality 
  • The Future of Work and its impact on our industry
  • Building an intentional culture of inclusivity
  • Consumers’ growing demand for DE&I
  • And more

Resources: 

Connect With Connie Lindsey:

Connect With  Laura Gregg: 

Connect With  David Partain: 

About Our Guest:

Connie L. Lindsey, now retired after years of service, is the former Executive Vice President and Head of Corporate Social Responsibility (CSR) and Global Diversity, Equity & Inclusion (DE&I) at Northern Trust. She was responsible for the design and implementation of the global Corporate Social Responsibility, Community Development and Investments, and Diversity, Equity and Inclusion strategy at Northern Trust. In addition to strategic oversight, she provided leadership in the firm’s response to environmental matters and social issues: within the marketplace, workplace, and community.

Prior to becoming the Head of CSR and Global DE&I, Ms. Lindsey led client servicing teams in the Corporate & Institutional Services business, serving public fund and not-for-profit clients.  Over the course of her Northern Trust career, she held a number of leadership roles, including Deputy Business Head in Operations and Technology, Group Head in Wealth Management, Director of Enterprise Relationship Management, and Manager in Treasury Management Consulting and Product Management and holds the Certified Treasury Professional designation.

Ms. Lindsey is a former National Board President of Girl Scouts of the USA, the highest-ranking volunteer of this 2.5 million-member organization. In this role she provided guidance in three vital areas—policy, fund-raising, and leadership.  She was an integral part of the Girl Scout transformation, committed to building and sustaining membership growth and ensuring girls receive a premier leadership development experience.

Ms. Lindsey serves on several civic and charitable boards to include Leadership Greater Chicago (Board President, 2001 Fellow); McCormick Theological Seminary (Chair of the Board of Trustees); Obama Foundation Inclusion Council (Co-Chair); Chicago Urban League; Executives’ Club of Chicago; and YMCA of Metropolitan Chicago.

Ms. Lindsey received her BA in Finance at University of Wisconsin-Milwaukee, completed the Harvard Business School Executive Education Corporate Social Responsibility program, and is also a licensed Qualified Administrator of The Intercultural Development Inventory®.  She is a public and motivational speaker on topics of diversity and inclusion, corporate responsibility, leadership, and personal and professional empowerment.


FEATURE

Ep 58: Disrupting With Purpose — With Dana Wilson



Consumers want to work with advisors like them!  That’s according to FlexShares’ most recent DE&I research. But in an advisory industry that is primarily white and male, finding a Black or LatinX advisor can be difficult.  Dana Wilson, Founder and CEO of CHIP (Changing How Individuals Prosper) is working to change that! In this episode, Laura Gregg and David Partain welcome Dana back to the show to check in on the progress of her fintech firm that matches consumers and advisors of color and the new resources CHIP is providing to build a vibrant new community.

Dana Wilson discusses: 

  • Why building a community of black and brown advisors and consumers is necessary
  • How CHIP matches consumers to advisors who share key cultural characteristics
  • Why trust matters –  and how to build it in communities of color
  • Getting comfortable in sharing your money story
  • And more

Resources: 

Connect With Dana Wilson:

Connect With Laura Gregg: 

Connect With David Partain:

About Our Guest:

Dana L. Wilson is the CEO and founder of CHIP (Changing How Individuals Prosper). She has 15+ years of industry experience as a customer-focused financial professional and has received many awards and recognitions, including Inspiring Fintech Females 2020. She demonstrates the ability to build long-lasting client relationships, fosters successful collaborative partnerships, and drives social impact through emerging technologies. 

 


FEATURE

Ep 57: Guiding Women Through Divorce – With Steph Wagner



While divorce rates have decreased over the last 20 years according to the U.S. Census Bureau, the rates of divorce among baby boomers are increasing. Because family wealth tends to be much higher at this age, these divorces may present complex problems for clients.

In this episode, Laura Gregg and David Partain speak with Steph Wagner, Director of Women and Wealth at Northern Trust. They explore the meaningful impact that advisors can make – both financially and emotionally — when guiding women through major life changes and steps,  advisors can take proactively to ensure couples are prepared for any unexpected transitions. 

Steph shares: 

  • Her own story of working through an unexpected transition
  • The risk of giving up your seat at the family financial table
  • The power story telling has on igniting conversations of hypothetical events
  • What to do if there appears to be financial infidelity in a relationship
  • Things to consider when a family business is involved
  • What to do – and not to do – when helping clients through a transition
  • And more

Resources: 

Connect With Steph Wagner:

Connect With  Laura Gregg: 

Connect With  David Partain: 

About Our Guest:

Steph Wagner, director of Women and Wealth at Northern Trust Corporation, has long advocated for women who find themselves single due to divorce or the loss of their spouse. She leads the firm’s advisory practice for women who are facing unexpected transitions and oversees our women’s initiative by elevating women. Over the years, Steph has developed a specialized expertise in utilizing financial strategies and empowering women with the resources they need to become effective stewards of their own wealth. She has worked extensively with women across the country to help them address the financial impact of widowhood, to secure equitable settlements, and marriage disillusions. And she has helped them establish a solid foundation for their next chapter