2022 FSP Annual Summit

November 9. 2022

7:30 AM – 8:00 AM CDT

Summit Registration and Continental Breakfast

8:00 AM – 8:05 AM CDT

Call to Order, and Introduction to the Summit

Summit Call to Order and purpose of the summit introduced to attendees.

8:05 AM - 8:10 AM CDT


Overview and Update on the FSP Initiative

8:10 AM - 9:15 AM CDT

CEO Roundtable Discussion: Leading the Charge for Racial Equity in the Financial Services Industry

Sponsored by the Options Clearing Corporation

Join a moderated discussion with Dr. Nicholas Pearce and leaders from 6 FSP members from Chicago’s top financial services firms, Cboe, Discover, FHLB, FRB, Mesirow, the OCC and the interim CEO and President of the Chicago Community Trust. These leaders will share their personal and collective commitments to create inclusive workplaces that align with the goals of FSP to increase, promote and retain Black and Latino talent in the financial services pipeline and how their active leadership is an
imperative to change the current trajectory for the time it will take to achieve parity in the industry.

9:20 AM – 9:30 AM CDT

Retirement tribute to Charles Evans, CEO Federal Reserve Bank of Chicago

9:45 AM – 10:30AM

Race and Jobs at Risk of Being Automated in the Age of COVID-19

Presented by Kristen Broady, Director, Urban Mobility, Federal Reserve Bank

10:30 AM – 10:50 AM

Break / Snacks

11:00 AM – 12:00 PM

Fireside Chat with Shundrawn Thomas, Founder and Managing Partner, The Copia Group, LLC

Melissa Donaldson, SVP & Chief Diversity Officer, Wintrust, FSP Co-Chair will sit down with Shundrawn Thomas to learn more about his journey navigating the corporate ladder at Northern Trust to his decision to start his own VC firm that has as part of its purpose, DE&I. Shundrawn will also share his thoughts on his own promotions, and while he knows he is qualified, Shundrawn will share his views on the challenges Black and Latinx executives face when vying for promotion: key relationships, policies, processes, and building a network.

12:00PM – 12:45 PM

Lunch Presentation

Behavioral Finance: Biases and the Seeking of Alpha

Presented by George Dan, Adjunct, University of Chicago, Co-Founder, User Nudge, Inc.

1:00 PM – 1:45 PM

Learning Session

Turbocharge Your Equitable Talent Strategy Using AI-Based Labor Market Intelligence, Presented by Abhinav Srivastava, Head of New Business Development, Gartner TalentNeuron

1:45 PM – 2:00 PM

Closing Remarks, Summit Adjourns