Skip to main content

The CFP Board Center for Financial Planning (“Center”) announced today the agenda for its fifth annual Diversity Summit and Career Fair. The Diversity Summit will take place in person at the Conrad Hilton in Washington, D.C., on October 27, 2022, followed by a virtual Career Fair on October 28. The Career Fair will connect employers with qualified candidates, including current and aspiring CFP® professionals, with a special focus on women and people of color.

Through its annual Diversity Summit, the Center convenes firms, academic institutions, partner organizations and CFP® professionals to create a more diverse financial planning profession through research, case studies, best practices and actionable initiatives. The theme of this year’s Summit is “IMPACT – Advancing DEI in the Financial Planning Profession,” showcasing initiatives and ideas to build a more diverse, equitable and inclusive financial planning profession. Attendees will hear from prominent keynote speakers, presenters and panelists who will spotlight actionable solutions to advance DEI in financial planning and ensure that every American has access to competent and ethical financial planning advice.

“Building diversity, inclusion and equitable pathways in the financial planning profession requires collaboration, focus and dedication from all members of the financial advice ecosystem,” said CFP Board CEO Kevin R. Keller, CAE. “This year’s Diversity Summit and Career Fair will provide an opportunity to showcase the best practices driving that change as well as strategies to inspire action.”

The Diversity Summit’s featured keynote speaker is Arlan Hamilton, founder of Backstage Capital and Runner, serial entrepreneur and author of “It’s About Damn Time.” She founded Backstage Capital in 2015 to invest in founders who are people of color, women and/or LGBTQ. Since its founding, Backstage has raised nearly $30 million and invested in 200 startups led by underrepresented founders. Arlan is also the founder of Runner, a startup that connects outstanding operations talent with inclusive companies.

Other confirmed Diversity Summit speakers include the following:

  • Audra Bohannon, Senior Client Partner, Korn Ferry
  • LeCount Davis, CFP®, Founder, Quad A, Endowed Scholarship
  • Kamila Elliott, CFP®, CFP Board Chair
  • Lindsay Hans, Division Executive for the Mid Atlantic Division of Merrill Lynch Wealth Management
  • Kate Healy, Managing Director, CFP Board Center for Financial Planning
  • Kevin Keller, CEO, CFP Board
  • Crystal Hardie Langston, Principal, Global Head of Diversity, Equity and Inclusion & Community Stewardship, Vanguard
  • Dan Moisand, CFP®, CFP Board Chair-Elect
  • Chloé Moore, CFP®, Financial Staples
  • Soledad O’Brien, Broadcast Journalist
  • Blair Smith, Senior Director of the Center for Financial Markets, Milken Institute
  • Leslie Tabor, Director, Advisory Services Business Consulting & Education, Charles Schwab Advisor Services
  • Thao Truong, CFP®, Associate Wealth Advisor, Morton Wealth

Additionally, the Center will release a new thought leadership paper at the Diversity Summit with a comprehensive analysis addressing the growth and retention of diverse CFP® professionals.

For more information on the Diversity Summit and virtual Career Fair, including the agenda and speakers, visit CFP Board’s website, where you can also:

EDITOR’S NOTE: Reporters interested in covering the Summit should email for registration information.


Certified Financial Planner Board of Standards, Inc. Certified Financial Planner Board of Standards, Inc. is the professional body for personal financial planners in the U.S. CFP Board sets standards for financial planning and administers the prestigious CFP® certification – one of the most respected certifications in financial services – so that the public has access to and benefits from competent and ethical financial planning. CFP Board, along with its Center for Financial Planning, is committed to increasing the public’s awareness of CFP® certification and access to a diverse, ethical and competent financial planning workforce. Widely recognized by the public, advisors and firms as the standard for financial planning, CFP® certification is held by more than 93,000 people in the United States.

The CFP Board Center for Financial Planning seeks to create a more diverse and sustainable financial planning profession so that every American has access to competent and ethical financial planning advice. The Center brings together CFP® professionals, firms, educators, researchers and experts to address profession-wide challenges in the areas of diversity and workforce development, and to build an academic home that offers opportunities for conducting and publishing new research that adds to the financial planning body of knowledge.


Joseph Feese
Director of Public Relations