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X-WR-CALDESC:Events for Urban Financial Services Coalition
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DTSTART;TZID=America/New_York:20210317T143000
DTEND;TZID=America/New_York:20210317T160000
DTSTAMP:20260605T033951
CREATED:20210312T223431Z
LAST-MODIFIED:20210312T223711Z
UID:11948-1615991400-1615996800@www.ufscnet.org
SUMMARY:Black Diamond Mastermind Group (UFSC SF Bay Area Chapter)
DESCRIPTION:The Black Diamond Mastermind Group will offer it’s attendees a combination of brainstorming\, education\, peer accountability and support in a group setting to sharpen business and personal skills. This group was formed to aid financial services professionals in their quest to achieve higher levels of success. Attendees will challenge each other to set strong goals\, and more importantly\, to accomplish them. \nLet’s work! \nUrban Financial Services Coalition-SF Bay Area Chapter\n510.229.7608 | ufscbayareq@gmail.com | https://www.ufscnet-sf.org/
URL:https://www.ufscnet.org/event/black-diamond-mastermind-group-ufsc-sf-bay-area-chapter/
CATEGORIES:Education,Programs
ATTACH;FMTTYPE=image/png:https://www.ufscnet.org/wp-content/uploads/2021/03/BlackDiamondGroup-Mar21.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210308T180000
DTEND;TZID=America/New_York:20210308T200000
DTSTAMP:20260605T033951
CREATED:20210303T072214Z
LAST-MODIFIED:20210303T075348Z
UID:11866-1615226400-1615233600@www.ufscnet.org
SUMMARY:Zoom Training Series – Session 4: Zoom for Leaders (Level 3 – Webinars)
DESCRIPTION:Zoom Training Series” – Session 4: Zoom for Leaders (Level 3 – Webinars) \nDitu Kasuyi\, Kasuyi and Associates\, LLC\, \nMonday\, March 8\, 2020\, 6:00 pm to 8:00 pm
URL:https://www.ufscnet.org/event/zoom-training-series-session-4-zoom-for-leaders-level-3-webinars/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20210301T180000
DTEND;TZID=UTC:20210301T200000
DTSTAMP:20260605T033951
CREATED:20210205T180210Z
LAST-MODIFIED:20210206T225927Z
UID:11691-1614621600-1614628800@www.ufscnet.org
SUMMARY:Zooming for Leaders: Session 3 – Level 2 Advance Meeting Functions
DESCRIPTION:Join Urban Financial Services Coalition for a “Zoom for Leaders: Session 3 – Level 2 Advance Meeting Functions” Training Series on Monday\, March 1\, 2021\, 6:00 pm to 8:00 pm\, Eastern Standard Time. \nWith an increasing number of employees\, non-organizations and volunteers doing everything virtually (due to the Covid-19 health concern)\, there’s an increasing use of online collaboration tools such as Zoom to meet and get work done. Many leaders have found themselves organizing and leading meetings with Zoom participants for the first time. To help you put your best face forward and ensure participants (regardless of their location) are engaged and included\, we’ve created this session to give you strategies to successfully lead a meeting with Zoom. \nSession 3 – Zooming for Leaders (Level 2) Advanced Meeting Functions: a two-hour workshop that focuses on the advanced meeting functions of Zoom meetings to include Advance Meeting Setup; Meeting Management; Presentation Tools; Participant Engagement; and Reports and Recordings. This will be a safe space for individuals to practice in a “no judgement” zone. \nDate:            Monday\, March 1\, 2021\nTime:           6:00 pm\, Eastern Standard Time.\nRegister:    https://UFSCZoomADMFunctions.eventbrite.com\nPlatform:     Zoom
URL:https://www.ufscnet.org/event/zooming-for-leaders-session-3-level-2-advance-meeting-functions/
ATTACH;FMTTYPE=image/png:https://www.ufscnet.org/wp-content/uploads/2021/02/Level2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20210227T100000
DTEND;TZID=UTC:20210227T143000
DTSTAMP:20260605T033951
CREATED:20210205T175705Z
LAST-MODIFIED:20210210T190315Z
UID:11688-1614420000-1614436200@www.ufscnet.org
SUMMARY:Leading Virtual Teams
DESCRIPTION:Join Urban Financial Services Coalition for a special session entitled “Leading Virtual Teams” featuring Ditu Kasuyi\, President and Leadership Coach\, on Saturday\, February 27\, 2021\, 10:00 am to 2:30 pm\, Eastern Standard Time. \nModern communication technologies and globalization have changed the way many people work. These days\, thanks to the Internet\, we can communicate more easily and more quickly than ever before with people from all over the world. \nNew communication technologies have also allowed more and more people to work remotely\, giving rise to the virtual workplace. \nAllowing staff to work remotely has a lot of advantages\, including allowing employees to have more flexible work arrangements\, being able to access talent from all over the world\, saving money on paying for office space\, saving time and money commuting and helping to support the environment due to less travel. \nHowever\, there are also challenges in working remotely and in leading a virtual workforce.  Some of these challenges are part of leading any team but other challenges are specific to virtual teams. \nAs remote work arrangements are a relatively new phenomenon\, many leaders are not yet used to managing virtual teams. So\, a training session on leading remote employees is very useful for any manager who would like to be ready to lead remote teams effectively. \nThis leading remote teams training course is specifically designed to teach leaders how to manage their virtual team. This training course on leading in a virtual team covers topics such as how to tackle challenges like trust\, communication\, logistics\, and motivation in leading remote workers. \nAbout the Speaker:\nDitu Kasuyi \nPresident & Leadership Coach  \nKasuyi & Associates\, LLC.\nDitu Kasuyi is the President and CEO of Kasuyi and Associates\, LLC\, an executive coaching firm in Richmond\, VA. The company educates\, motivates\, and empowers professionals to develop their unique aptitudes for influence. Born in the Democratic Republic of the Congo\, his mother’s inspirational immigration journey motivated him to dedicate his life to empowering others. He holds multiple certifications (John C. Maxwell\, Franklin Covey Coaching\, Prosci Change Management)\, along with an MBA from Averett University and BSBA from Saint Paul’s College. When not engaged with clients or enrichening his spirit\, he spends time with his wife\, Melanie Lee\, and their son\, Ditu II. \nDate:            Saturday\, February 27\, 2021\nTime:           10:00 am – 2:30 pm\, Eastern Standard Time.\nRegister:    https://UFSCLeadingVirtualTeams.eventbrite.com\nPlatform:     Zoom
URL:https://www.ufscnet.org/event/leading-virtual-teams/
LOCATION:Zoom
ATTACH;FMTTYPE=image/png:https://www.ufscnet.org/wp-content/uploads/2021/02/LeadingTeams.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20210224T183000
DTEND;TZID=UTC:20210224T200000
DTSTAMP:20260605T033951
CREATED:20210207T230936Z
LAST-MODIFIED:20210210T192354Z
UID:11713-1614191400-1614196800@www.ufscnet.org
SUMMARY:From Head to Heart: Where Do We Go From Here?
DESCRIPTION:Join Urban Financial Services Coalition for a special session entitled “From Head to Heart: Where Do We Go From Here?” featuring Dr. Pamela Jolly\, Founder and CEO of Torch Enterprises\, Inc. on Wednesday\, February 24\, 2021\, 6:30 pm to 8:00pm\, Eastern Standard Time. \nThe Financial Services Industry is where People of Color often face decisions that call them to lead with both head and heart. TheCOVID-19 pandemic has revealed business areas for a “win-win” opportunity to support both the balance sheet and income statement of your community while increasing access to roads that lead to long term sustainable minority wealth. Dr. Pamela Jolly\, an international speaker and strategist\, will share her compelling work on being empowered to bring your legacy and culture to your position to expand the scope of what is possible in the exciting times we live. Learn how your organization’s value chain can connect both head and heart with your community. Explore innovative ways to navigate the unchartered territories of greater inclusion and methods to translate new ideas by leveraging your unique perspective and cultural sensitivity to consumers and communities’ realities. \nAbout the Speaker: \n \nDr. Pamela Jolly\nFounder and Chief Executive Officer\nTorch Enterprises\, Inc. \nDr. Pamela Jolly is the Founder and CEO of Torch Enterprises Inc\, a strategy firm committed to minority business growth and development. Torch Enterprises has assisted over 1000 entrepreneurs\, national non-profits\, trade organizations\, the Federal Government\, foundations\, and financial institutions. Dr. Jolly is a finance professional committed to developing data-driven strategies that lead to wealth as a legacy in the African American Community. Her focus is to pursue business opportunities that pass the torch from one generation to the next\, building wealth through ownership and equity. Dr. Jolly uses her extensive background in financial services\, strategy\, community development\, and theology to help entrepreneurs and their communities succeed. As a FEMA contractor\, Pamela co-authored the strategic assessment to rebuild the Greater New Orleans area post-Hurricane Katrina. She also underwrote over $200 Million in support of Mississippi’s rebuilding efforts during that time. These two experiences sparked her desire to find alternative ways individuals and groups could work together to rebuild their communities with ownership and equity. This commitment level has made Pamela a sought-after speaker and strategist\, delivering more than 100 keynote speeches across the country and abroad. \nIn 2018\, Dr. Jolly launched the Legacy Wealth Initiative (LWI). The LWI comprises various cohorts of Men\, Women\, Business Owners\, Pastors\, and Young Professionals. Beginning with Black Male Equity Initiative in Detroit\, a collaboration with the Campaign for Black Male Achievement led by Shawn. \nDate:            Wednesday\, February 24\, 2021\nTime:           6:30 pm – 8:00 pm\, Eastern Standard Time.\nRegister:    https://UFSCFromHead2Heart.eventbrite.com\nPlatform:     Zoom
URL:https://www.ufscnet.org/event/from-head-to-heart-where-do-we-go-from-here/
LOCATION:Virtual
ATTACH;FMTTYPE=image/jpeg:https://www.ufscnet.org/wp-content/uploads/2021/02/Headto-Heart-e1612916992414.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20210222T180000
DTEND;TZID=UTC:20210222T200000
DTSTAMP:20260605T033951
CREATED:20210205T174755Z
LAST-MODIFIED:20210206T230032Z
UID:11682-1614016800-1614024000@www.ufscnet.org
SUMMARY:Zooming for Leaders: Session 2 – Level 1 Hosting Meetings
DESCRIPTION:Join Urban Financial Services Coalition for a “Zooming for Leaders: Session 2 – Level 1 Hosting Meetings” Training Series on Monday\, February 22\, 2021\, 6:00 pm to 8:00 pm\, Eastern Standard Time. \nWith an increasing number of employees\, non-organizations and volunteers doing everything virtually (due to the Covid-19 health concern)\, there’s an increasing use of online collaboration tools such as Zoom to meet and get work done. Many leaders have found themselves organizing and leading meetings with Zoom participants for the first time. To help you put your best face forward and ensure participants (regardless of their location) are engaged and included\, we’ve created this session to give you strategies to successfully lead a meeting with Zoom. \nSession 2 – Zooming for Leaders (Level 1) Hosting: a two-hour workshop that focuses on the basic meeting functions of facilitating Zoom meetings to include Meeting Roles; Setting Up the Zoom Meeting; and Hosting the Zoom Meeting. This will be a safe space for individuals to practice in a “no judgement” zone. \nDate:            Monday\, February 22\, 2021\nTime:           6:00 pm\, Eastern Standard Time.\nRegister:    https://UFSCZoomHostingMeetings.eventbrite.com\nPlatform:     Zoom
URL:https://www.ufscnet.org/event/zooming-for-leaders-session-2-level-1-hosting-meetings/
ATTACH;FMTTYPE=image/png:https://www.ufscnet.org/wp-content/uploads/2021/02/Level1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20210217T183000
DTEND;TZID=UTC:20210217T203000
DTSTAMP:20260605T033951
CREATED:20210206T231000Z
LAST-MODIFIED:20210210T060006Z
UID:11711-1613586600-1613593800@www.ufscnet.org
SUMMARY:Unpacking the Diversity within People of Color
DESCRIPTION:Join Urban Financial Services Coalition for a special session entitled “Unpacking the Diversity within People of Color” featuring Denley McIntosh\, Chief Executive Officer of Renew IQ\, on Wednesday\, February 17\, 2021\, 6:30 pm to 8:00pm\, Eastern Standard Time. \nOften people of color are looked at as being monolithic\, when we are really many different communities with a lot of similarities and a lot difference.  This often creates unique challenges when dealing with the dominant culture and in dealing with groups within our community as we fight​ for equality and equity. \nDuring the session\, Mr. McIntosh\, will look to unpack this subject by having a conversation about what those difference and similarities are\, how they show up differently for people of color in different countries\, and how we can collectively build up our culture competency to overcome/leverage these unique challenges when they occur. \nAbout the Speaker: \n \nDenley W. McIntosh \nChief Executive Officer   \nRenew IQ \nAs the CEO of Renew IQ\, Denley’s goal is to provide leadership that engages and empowers management and staff. While leveraging his experience in cultural transformation\, he shares best practices of people development (i.e. human resources) to develop an organization’s culture and talent. He helps organizations\, including ministries\, to envision creating safe spaces for staff and management who see the value of diversity\, inclusion and equity; and to practice those values as a high performing\, inclusive and anti-racist organization. \nFor over 15 years\, Denley has drawn upon his various experiences as a pastor\, executive coach\, public servant\, project manager\, engineer\, social scientist\, theologian\, and community leader to relate to various stakeholder groups and deliver on their needs. Denley currently acts in the role of Inclusion and Understanding Advisor for The Meeting House. \nDate:            Wednesday\, February 17\, 2021 \nTime:           6:30 pm – 8:00 pm\, Eastern Standard Time.  \nRegister:    https://UFSCDiversityWithinBIPOC.eventbrite.com \nPlatform:     Zoom
URL:https://www.ufscnet.org/event/unpacking-the-diversity-within-people-of-color/
ATTACH;FMTTYPE=image/jpeg:https://www.ufscnet.org/wp-content/uploads/2021/02/Diversity-with-color.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20210208T180000
DTEND;TZID=UTC:20210208T200000
DTSTAMP:20260605T033951
CREATED:20210202T175151Z
LAST-MODIFIED:20210209T125040Z
UID:11685-1612807200-1612814400@www.ufscnet.org
SUMMARY:Zoom for Leaders: Session 1 - Fundamentals
DESCRIPTION:Join Urban Financial Services Coalition for a “Zoom for Leaders: Session 1 – Fundamentals” Training Series on Monday\, February 8\, 2021\, 6:00 pm to 8:00 pm\, Eastern Standard Time. \nWith an increasing number of employees\, non-organizations and volunteers doing everything virtually (due to the Covid-19 health concern)\, there’s an increasing use of online collaboration tools such as Zoom to meet and get work done. Many leaders have found themselves organizing and leading meetings with Zoom participants for the first time. To help you put your best face forward and ensure participants (regardless of their location) are engaged and included\, we’ve created this session to give you strategies to successfully lead a meeting with Zoom. \nSession 1 – Fundamentals a two-hour training for participants to learn the foundations of participating in Zoom meetings to include What is Zoom; Setting Up Zoom Account; Signing in Your Zoom Account; Joining a Zoom Meeting; and Zoom Controls for Participants.  This will be a safe space for individuals to practice in “no judgement” zone. \nDate:            Monday\, February 8\, 2021\nTime:           6:00 pm\, Eastern Standard Time.\nRegister:    https://UFSCZoomFundamentals.eventbrite.com\nPlatform:     Zoom
URL:https://www.ufscnet.org/event/zoom-for-leaders-session-1-fundamentals/
LOCATION:Zoom
ATTACH;FMTTYPE=image/png:https://www.ufscnet.org/wp-content/uploads/2021/02/ZoomFundamentals.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20210203T183000
DTEND;TZID=UTC:20210203T193000
DTSTAMP:20260605T033951
CREATED:20210130T061028Z
LAST-MODIFIED:20210205T182337Z
UID:11657-1612377000-1612380600@www.ufscnet.org
SUMMARY:Virtual Meet & Greet with New Author Jonathan Quarles
DESCRIPTION:Join Urban Financial Services Coalition for a Virtual Meet & Greet with New Author Jonathan Quarles on Wednesday\, February 3\, 2021\, 6:30 pm\, eastern standard time. \nDuring this Virtual Meet & Greet\, he will discuss his new book entitled “Making Dollars while Making Change: The Playbook for Game Changers”.  This is the go-to resource that will help leaders to connect the dots on how to do good while doing well and hot to tap into their best\, highest self in the process. \nIn 2000\, Urban Financial Services Coalition invested in Jonathan Quarles by awarding him a scholarship.  The scholarship investment coupled with his unique talent\, hard work and drive has yielded a powerful financial professional who is making his mark in the world. \nAbout the Author:\nJonathan Quarles\nBest-Selling Author of “Making Dollars While Making Change”\nFounder & CEO\, Quartz Water Source \nJonathan Quarles has had a longstanding passion for building businesses and creating change. As a serial entrepreneur\, he started his first business as the top-selling paperboy in his neighborhood at the age of 8. Thirty years later\, Jonathan has created and developed more than 10 businesses. He is an avid angel investor\, focusing on fast-growing\, disruptive companies with a social impact component. \nIn 2003\, Jonathan leaned on his ability to build bridges between people and ideas to launch The BTL Group. Today\, The BTL Group continues its journey as a strategic consulting business and has expanded its geographic footprint outside of the U.S. Jonathan brings his passion for cultural exchange to both the Global Ties Detroit and U.S. boards. \nAs a native of Flint\, Michigan\, Jonathan couldn’t sit on the sidelines as a water crisis plagued his hometown. He knew that a challenge of this magnitude called for an unprecedented solution – with that\, he founded Quartz Water Source. Quartz views itself as a hub for ‘second line’ clean water solutions that supplements municipal water. \nMuch like the companies that Jonathan invests in\, his vision for Quartz is not only as a disruptor\, but also as a force for good. Quartz has pledged to donate a portion of its proceeds to water-related projects in underserved areas around the U.S. via a donor-advised fund. In many ways\, Quartz has been an embodiment of Jonathan’s lifelong pursuit to eradicate poverty through business and entrepreneurship. \nJonathan is also a best-selling author. His book\, Making Dollars While Making Change\, a half memoir\, half playbook on how to use business as a platform for social impact\, available for purchase on Amazon.com. \nDate:           Wednesday\, February 3\, 2021\nTime:           6:30 pm\, Eastern Standard Time.\nRegister:    https://UFSCMakingDollars.eventbrite.com\nPlatform:     Zoom
URL:https://www.ufscnet.org/event/virtual-meet-greet-with-new-author-jonathan-quarles/
ATTACH;FMTTYPE=image/png:https://www.ufscnet.org/wp-content/uploads/2021/02/MakingDollars-MakingChange.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210127T120000
DTEND;TZID=America/New_York:20210127T133000
DTSTAMP:20260605T033951
CREATED:20210118T154139Z
LAST-MODIFIED:20210118T154139Z
UID:11601-1611748800-1611754200@www.ufscnet.org
SUMMARY:The Power of the Performance\, Image and Exposure Model
DESCRIPTION:  \nUrban Financial Services Coalition (UFSC) invites you to a special session of “View from the Top Executive Leadership Series”  featuring Desi L. Wyatt.  Mr. Wyatt is Senior Vice-President\, Wealth Group Executive\, Mid-Atlantic Market\, Citi Gold and Citi Personal Wealth Management.  As an executive leader\, Mr. Wyatt will focus his thoughts on the topic “The Power of the Performance\, Image and Exposure Model”. \nThis session is scheduled: \nDate:    Wednesday\, January 27\, 2021 \nTime:     12 noon\, Eastern Standard Time \nLocation:     Virtual and hosted on ZOOM \nRecorded:    Yes\, this call will be recorded. \nUrban Financial Services Coalition has presented the View from the Top Executive Leadership for several years\, providing minority financial professionals\, members\, and communities of color the opportunity to learn from some of the nation’s – and the world’s – leading executives as they talk about their careers and leadership experiences. \n  \n \nSpeaker Bio: \nDesi L. Wyatt \nSenior Vice President \nWealth Group Executive  \nMid-Atlantic Market \nCiti Gold and City Personal Wealth Management \nDesi Wyatt leads a team of wealth advisors and wealth relationship managers and has responsibility for Citi’s Citi Gold and Personal Wealth Management businesses in the Washington\, DC\, Maryland\, and Virginia markets. He is accountable for achieving client acquisition\, relationship deepening and customer experience objectives while also strengthening risk control and overall team culture. With more than 20 years of financial services experience\, of which nearly a decade was as a financial advisor\, he understands the unique challenges that face financial advisors today. \nTo that end\, he sees it as his purpose as manager to help financial advisors get better\, so that they\, through financial planning\, can help their clients achieve better financial outcomes\, both now and in the future. He believes that when advisors put their clients’ interest first\, lead with planning\, and work as a team\, everyone wins! A West Point graduate and former Army aviator\, Desi flew the CH-47D “Chinook” helicopter and served in various positions of leadership\, ultimately attaining the rank of Major during his military service. \nDesi lives in Ellicott City\, Maryland where he and his wife of 25 years raise their twin son and daughter. Active in the community\, he is an usher at his local church and volunteers locally with Autism Speaks. Desi earned his B.S. degree from the United States Military Academy at West Point and his MBA from Virginia Commonwealth University. In addition\, he holds the Chartered Retirement Planning Counselor℠ or CRPC® designation. \nRegister here at https://UFSCVFTDesiWyatt.eventbrite.com \nTo learn more about UFSC\, visit www.ufsc net.org.
URL:https://www.ufscnet.org/event/the-power-of-the-performance-image-and-exposure-model/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20210120T093000
DTEND;TZID=UTC:20210120T150000
DTSTAMP:20260605T033951
CREATED:20210105T062522Z
LAST-MODIFIED:20210205T182052Z
UID:11663-1611135000-1611154800@www.ufscnet.org
SUMMARY:"Celebrate and Co-Create Presidential Inauguration” Watch Party
DESCRIPTION:Urban Financial Services Coalition DMV (UFSC DMV) invites you to a special session entitled “Celebrate and Co-Create Presidential Inauguration” Watch Party on Thursday\, January 20\, 2021\, 9:30 am to 3:00 pm\, Eastern Standard Time.   \nTraditionally\, UFSC DMV celebrates the Presidential Inauguration with a series of in-person activities that include a visit to historical sites\, discussions with congress members\, attending an Inauguration Ball\, and VIP participation in the Inauguration Ceremony. \nWhile the Inauguration will look different this year\, UFSC DMV is committed to honoring this historical moment with a day full of networking\, discussion of ideas and solutions\, and the sharing of reactions to this moment. \nSpeakers: \nHonorable Michael Alexander Blake\nAssembly Member – 79th District\, The Bronx\, New York\nVice Chair Democratic National Committee \nEvan Taylor\nRelationship Manager\nGreater Baltimore Middle Market Group\, M&T Bank \nCo-Creation Exercise:\nThe Biden Presidential Inauguration marks a momentous occasion that calls for a celebration.  The historic election of a Black Vice President brings us to a historic moment and requires us to respond with action. We will celebrate the Biden inauguration by co-creating ideas for a better future. Borrowing strategies from design thinking\, we will run an exercise focused on idea generation – brainstorming on how to move the needle in five distinct areas of focus related to making continued process for communities of color through the financial services framework. Participants will walk away from the exercise with at least six actionable ways to individually and/or collectively do their part in activating progress during this new time in our nation’s journey. \nThe focus areas are: \n\nCommunity Development Financial Institutions\nCOVID-19 response\nFinancial Literacy in Black and Brown communities\nBias in Financial Services\nSupport for Black-owned businesses\n\nLocation:     Virtual and hosted on ZOOM\nRecorded:    Yes\, this call will be recorded.\nRegister here at https://UFSCDMVINAUGURATION.eventbrite.com\nTo learn more about UFSC\, visit www.ufscnet.org
URL:https://www.ufscnet.org/event/celebrate-and-co-create-presidential-inauguration-watch-party/
ATTACH;FMTTYPE=image/jpeg:https://www.ufscnet.org/wp-content/uploads/2021/02/inauguration2021.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20210113T183000
DTEND;TZID=UTC:20210113T193000
DTSTAMP:20260605T033951
CREATED:20210113T072331Z
LAST-MODIFIED:20210205T174116Z
UID:11674-1610562600-1610566200@www.ufscnet.org
SUMMARY:Level Up in 2021 with a Wealth Building Game Plan
DESCRIPTION:Urban Financial Services Coalition invites influencers and leaders from across the financial services industry to the “Level Up in 2021 with a Wealth Building Game Plan” session on Wednesday\, January 13\, 2021\, at 6:30 pm Eastern Standard Time.  This session’s featured speaker will be Maurice Wilson\, Founder and Senior Advisor\, Wilson Wealth Management Group. \nThe beginning of the year is a great time to reflect on the triumphs and challenges of the previous year and strategize for new opportunities in the new year.  2021 can be the year that you Level Up for financial success by creating a Wealth Building Plan.  Whether you are a mid-career or pushing close to retirement\, you can intentionally create the financial future you want.  Failing to Plan is Planning to Fail. In this session\, you will learn the foundational principles of creating a wealth-building plan and the common mistakes to avoid. \nThis session is scheduled: \nDate:         Wednesday\, January 13\, 2021\nTime:         6:30 pm\, Eastern Standard Time\nRegister:          https://2020WealthBuildingPlan.eventbrite.com\nPlatform:     Zoom
URL:https://www.ufscnet.org/event/level-up-in-2021-with-a-wealth-building-game-plan/
ATTACH;FMTTYPE=image/jpeg:https://www.ufscnet.org/wp-content/uploads/2021/01/LevelUp.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20210106T183000
DTEND;TZID=UTC:20210106T193000
DTSTAMP:20260605T033951
CREATED:20210106T071711Z
LAST-MODIFIED:20210205T073130Z
UID:11671-1609957800-1609961400@www.ufscnet.org
SUMMARY:“Toast to the New Year” Networking Happy Hour
DESCRIPTION:Urban Financial Services Coalition invites influencers and leaders from across the financial services industry to the “Toast to the New Year” Networking Happy Hour on Wednesday\, January 6\, 2021\, 6:30 pm Eastern Standard Time.  This is a networking event designed to help financial professionals\, business owners and community leaders  succeed in the New Year by reflecting on last year accomplishments and intentionally exploring opportunities for growth in 2020. \n2020 was a challenging year for all\, and this makes it especially important to reflect on the year\, see what we learned and to celebrate our growth.  Why reflect or celebrate alone when you can do it with other like-minded professionals who also want to take their game to the next level. \nBy the end of the program\, you will have a new set of friends and a tribe that of raving fans who want to see you succeed.  To cap off the event\, participants will make a toast to the New Year and New Opportunities.  Each participant is encouraged to bring their beverage and a glass for the celebratory toast. \nThis virtual networking meeting will be hosted by the leaders of Urban Financial Services Coalition (www.ufscnet.org). \nDate: Wednesday\, January 6\, 2021\nTime: 6:30 pm\, Eastern Standard Time.\nRegister: https://UFSCToastNewYear.eventbrite.com\nPlatform: Zoom
URL:https://www.ufscnet.org/event/toast-to-the-new-year-networking-happy-hour/
ATTACH;FMTTYPE=image/jpeg:https://www.ufscnet.org/wp-content/uploads/2021/02/happy-new-year.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201209T183000
DTEND;TZID=America/New_York:20201209T200000
DTSTAMP:20260605T033951
CREATED:20201209T201638Z
LAST-MODIFIED:20201209T201638Z
UID:11580-1607538600-1607544000@www.ufscnet.org
SUMMARY:NAUB/UFSC - Our History\, Our Stories\, Our Future - Featuring Damita Barbee\, Anne Bush 
DESCRIPTION:Urban Financial Services Coalition invites you to a special session entitled “NAUB/UFSC – Our History\, Our Stories\, Our Future.”  \nFeaturing: \nDamita Barbee – Senior Consultant with D. Barbee & Associates and Past NAUB/UFSC National President \nAnne M. Bush – Vice President in JPMorgan Private/JPMorgan Securities (Retired) and Past NAUB/UFSC National President \nOur History\, Our Stories\, Our Future is a series dedicated to capturing the experiences\, stories\, and accomplishments of minority financial professionals in the financial services industry through their participation in the National Association of Urban Bankers and Urban Financial Services Coalition. This is one of the ways that UFSC is leveraging the wisdom of the organization’s highly valued seasoned minority professionals.  The stories of these seasoned professionals are a road map of where we have been and a gift to the current generation that listens to them and then passes them on to the next generations. \n  \nSpeaker Bios:\nDamita Barbee \nSenior Consultant\, D. Barbee  & Associates \nPast NAUB/UFSC National President \nDamita J. Barbee is a Senior Consultant with D. Barbee & Associates\, an event planning and management company. Through her personal\, professional\, and educational experiences\, she has become an enthusiastic and creative leader assisting companies and individuals in achieving their optimum goals for special events. \nPrior to her current position\, Ms. Barbee enjoyed 35 years in financial services specializing in treasury management for commercial and corporate banking clients. \nMs. Barbee served as the National President of NAUB/UFSC twice (1988-1989 and 2003-2005). She also held the positions of National Vice President\, National Secretary\, and Vice President of Conference Planning throughout her years of involvement with the organization.  During her term(s) as National President\, the Corporate Advisory Board was established\, and Student Chapters were voted into the national organization. \nActive in her community\, Ms. Barbee serves on the Board of Directors for the Bay Area Christian Movement For the Poor\, Inc.; she is also an Ambassador for Donor Network West and serves as an Advisor for the UFSC-San Francisco Bay Area Chapter. \n  \nAnne M. Bush \nVice President JPMorgan Private/JPMorgan Securities (Retired) \nPast NAUB/UFSC National President \nAnne Bush currently does philanthropic work with community organizations and the boards on which she serves. \nMs. Bush started her career in the financial services industry and held several positions in branch administration\, operations\, lending\, and wealth management until her retirement as a Vice President in the JPMorgan Private Bank/JPMorgan Securities. Most recently\, Anne served as the Chief Credit Officer for TruFund Financial Services\, Inc.\, a Community Development Financial Institution (CDFI) that provides lending to non-profits and small businesses. \nAnne is listed in several directories\, including the International Directory of Distinguished Leadership and Who’s Who of Women Executives. Anne is the recipient of several awards\, including the Urban Bankers Coalition\, Inc. – Banker of the Year Award and Hume B. Smith Award\, the Harlem YMCA Black Achievers Award and the National Eagle Leadership Award.  \nMs. Bush serves as Vice President of the Community Council For Medgar Evers College/CUNY Board\, President of the Society For Clinton Hill and board member for the Virtual Education and Life Skills Mentoring Service (V-ELMS). Ms. Bush is also a member of the Past President/Advisory Board of the Urban Financial Services Coalition (UFSC) National Association\, of which she served as President-New York Chapter and a two-term National President. \nAnne is a former Board member of numerous organizations\, including the Manhattan Advisory Board for The National Center For Missing & Exploited Children\, Everybody Wins USA!-Metro New York and IMPACCT Brooklyn f/k/a Pratt Area Community Council. \nMs. Bush\, a resident of Clinton Hill in Brooklyn\, New York\, received a Bachelor of Arts degree in Psychology and Mathematics from New York University\, a Graduate Business Certificate from Long Island University and a Certificate in Philanthropy and Fundraising from New York University. Ms. Bush formerly held securities licenses 7 and 63. \nDate:              Wednesday\, December 9\, 2020 \nTime:             6:30 pm\, EDT. \nLocation:      Virtual and hosted on ZOOM \nRecorded:     Yes\, this call will be recorded. \nRegister here at https://UFSCNAUBOurHistoryPresidents.eventbrite.com \nTo learn more about UFSC and its upcoming events\, visit www.ufscnet.org
URL:https://www.ufscnet.org/event/naub-ufsc-our-history-our-stories-our-future-featuring-damita-barbee-anne-bush/
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DTSTART;TZID=America/New_York:20201202T180000
DTEND;TZID=America/New_York:20201202T193000
DTSTAMP:20260605T033951
CREATED:20201110T193719Z
LAST-MODIFIED:20201110T193719Z
UID:11565-1606932000-1606937400@www.ufscnet.org
SUMMARY:The New Leadership Challenge: Digital Well-Being and Wellness for Leaders and Their Team
DESCRIPTION:Urban Financial Services Coalition invites you to a workshop entitled “The New Leadership Challenge: Digital Well-Being and Wellness for Leaders and Their Team” featuring Ditu Kasuyi\, President and Leadership Coach\, Kasuyi and Associates\, LLC. on Wednesday\, December 2\, 2020\, 6:00 pm\, EST. \nHow can a leader and their teammates maximize the benefits of these technologies while minimizing the risks to safeguard their well-being? \nAwareness of these risks and of the strategies leaders and their teams can use to create a better relationship with digital technologies is key. Training about digital wellbeing can help a leader acquire this knowledge. \nThis digital wellbeing course aims to do just that. Assessing a leader’s relationship and his or her team’s relationship with digital technologies is something that all should do to safeguard everyone’s wellbeing. \nAre we addicted to these technologies and\, if so\, do we need to go on a ‘digital diet’? Are there any other things leaders need to do to improve our digital wellness? \nThese are key questions that a digital wellness training course can help leaders and their team reflect on. \nBy the end of the course\, participants should be able to: \n✔ Reflect on their use of digital technologies \n✔ Define digital wellbeing and wellness. \n✔ Discuss the risks and the benefits to their personal wellbeing of using digital technology \n✔ Identify issues around how information is shared through digital technologies \n✔ Discuss the impact of digital technologies on people’s self-confidence and sense of achievement \n✔ Discuss the impact of digital technologies on the way people interact with each other \n✔ Identify strategies to manage digital technologies in such a way as to improve their wellbeing. \n  \nSpeaker Bio: \n \nDitu Kasuyi \nPresident and Leadership Coach \nKasuyi & Associates\, LLc.  \nDitu Kasuyi is the President and CEO of Kasuyi and Associates\, LLC\, an executive coaching firm in Richmond\, Virginia. The company educates\, motivates\, and empowers professionals to develop their unique aptitudes for influence within their companies\, families\, and communities. Born in the Democratic Republic of the Congo\, his mother’s inspirational immigration journey to the United States motivated him to dedicate his life to empowering others. He is certified in the John C. Maxwell and Franklin Covey Coaching methodologies\, as well as the Prosci Change Management Methodology. A longtime member of the financial community\, where he not only built the foundation of his business expertise but also rose to top management\, Ditu is a current member of the Corporate Advisory Board of Urban Financial Services Coalition (UFSC)\, a past President of the Corporate Advisory Board of UFSC\, and a past National President of UFSC. Ditu holds an MBA from Averett University and B.S. degree in Business Administration from Saint Paul’s College. Ditu regularly serves his community through volunteer work\, and when he’s not engaging with clients or enrichening his spirit\, he spends time with his beautiful wife\, Melanie Lee\, and their active son\, Ditu II. \nThis session is scheduled: \nDate:              Wednesday\, Decembe 2\, 2020 \nTime:             6:00 pm\, Eastern Standard Time \nFeaturing:    Ditu Kasuyi \nPresident and Leadership Coach\, Kasuyi & Associates\, LLC \nLocation:      Virtual and hosted on ZOOM \nRecorded:     Yes\, this call will be recorded. \nRegister here at https://UFSCDigitalWellbeing.eventbrite.com \nTo learn more about UFSC and its upcoming events visit www.ufscnet.org
URL:https://www.ufscnet.org/event/the-new-leadership-challenge-digital-well-being-and-wellness-for-leaders-and-their-team/
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DTSTART;TZID=America/New_York:20201111T183000
DTEND;TZID=America/New_York:20201111T200000
DTSTAMP:20260605T033951
CREATED:20201111T084044Z
LAST-MODIFIED:20201111T084044Z
UID:11586-1605119400-1605124800@www.ufscnet.org
SUMMARY:Beyond the Election: What Do We Do Next?
DESCRIPTION:  \nUrban Financial Services Coalition (UFSC) invites you to a special roundtable discussion entitled “Beyond the Election: What Do We Do Next?” on Wednesday\, November 11\, 2020\, 6:30 pm\, eastern standard time.  Ola Truelove\, UFSC National President\, and Julia A. Gayles\, Communication Coordinator (Retired)\, Mayor’s Office City & County of Denver will lead an engaging hour of discussion and audience participation on what’s next now that the elections are over and the new political leaders have been decided.  The discussion will focus on some of these following topics: \n\nHow do you feel about the outcome of the election?\nWhat impacts do you think the outcome of the 2020 elections will have on the financial services industry?\nWhat impacts do you think the outcome of the 2020 elections will have on African Americans and other communities of color?\nHow do we heal the deep divisions in this country?\nWhat’s expected of us now?\nWhat are the issues that need continued community input\, and how do I keep these issues alive before the community?\nWhat are WE willing to do? Who needs to be engaged?\nHow can we hold the elected officials and ourselves accountable?\nAs we prepare for 2021\, what should individuals\, their companies\, and Urban Financial Services Coalition focus on to move the African American community forward?\nWhat are the current programs and strategies that are working well to help African Americans break through barriers in the financial services industry?\n\nUrban Financial Services Coalition is a non-partisan and non-profit organization.  The views expressed during the meeting are the views of the individuals participating in the discussion and are not the views of the organization. \n  \nSpeaker Bios: \nOla Truelove\n\nNational President\nUrban Financial Services Coalition \nOla Truelove is National President of the Urban Financial Services Coalition (UFSC) and Vice President and Business Solutions Relationship Manager with Central Bank of the Midwest\, a Lee’s Summit\, MO-based\, FDIC-insured bank. Central Bank of the Midwest is an affiliate of Central Bancompany\, a $13.4 billion holding company founded in 1902 and based in Jefferson City\, MO.  Prior to joining Central Bank 5 years ago\, Ola worked at U.S. Bank for 20 years and at Commerce Bank for 18 years.  Ola’s career in the financial services industry includes management positions in the areas of Transit/Check Operations\, Lockbox and Treasury Management Sales.\n  \nJulia A. Gayles\n\nCommunication Coordinator (Retired)\nMayor’s Office City & County of Denver \nJulia A. Gayles\, Communication Coordinator (Retired) Mayor’s Office City & County of Denver – For the past 17 years\, Julia has worked in the City & County of Denver’s office. In this capacity\, she is responsible for writing letters and proclamations to acknowledging significate occasion\, historical or cultural events important to the residents of Denver.  Prior to service to the City and County of Denver\, Julia was employed in the financial services industry\, Operations Division\, for 30 years.  She is a charter member of the Mile High Bankers Consortium\, Inc.\, and was the Vice President of Convention Planning for the National Association of Urban Bankers from 1983-1986. \n  \nDate:           Wednesday\, November 11\, 2020\nTime:             6:30 pm\, EST.\n Location:     Virtual and hosted on ZOOM\nRecorded:     Yes\, this call will be recorded.\nRegister here at https://UFSCBeyondElection.eventbrite.com
URL:https://www.ufscnet.org/event/beyond-the-election-what-do-we-do-next/
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DTSTART;TZID=America/New_York:20201028T183000
DTEND;TZID=America/New_York:20201028T200000
DTSTAMP:20260605T033951
CREATED:20201021T154020Z
LAST-MODIFIED:20201021T154020Z
UID:11529-1603909800-1603915200@www.ufscnet.org
SUMMARY:NAUB/UFSC - Our History\, Our Stories\, Our Future featuring Forte and Davenport
DESCRIPTION:Urban Financial Services Coalition invites you to a special session entitled “NAUB/UFSC – Our History\, Our Stories\, Our Future.” \nFeaturing: \nTyrone M. Davenport – Chief Operating Officer of the Charles H. Wright Museum of African American History (Retired) and Leader NAUB/UFSC Detroit Chapter. \nLinda Forte – Senior Vice-President\, Business Affairs\, Chief Diversity Officer\, Comerica Bank (Retired) and Leader NAUB/UFSC Detroit Chapter. \nOur History\, Our Stories\, Our Future is a series dedicated towards capturing the experiences\, stories\, and accomplishments of minority financial professionals in the financial services industry through their participation in the National Association of Urban Bankers and Urban Financial Services Coalition. This is one of the ways that UFSC is leveraging the wisdom of the organization’s high valued seasoned minority professionals.  The stories of these seasoned professionals are a road map of where we have been and a gift to the current generation that listens to them and then passes them on to the next generations. \n  \nSpeaker Bios:\nTyrone M. Davenport \nChief Operation Officer (Retired) \nCharles H. Wright Museum of African American History  \nNAUB/UFSC Detroit Chapter Leader \nTyrone M. Davenport\, former Chief Operating Officer of the Charles H. Wright Museum of African American History\, joined the staff in April 2002.  He was responsible for the physical operations of the museum\, including facilities and security. Mr. Davenport retired from the museum in October\, 2015. \nMr. Davenport retired from Bank One Corporation as Senior Vice President of Technology Risk Management in June 2001 after 35 years of service. Prior to retirement\, Mr. Davenport held numerous senior management positions in the technology field for NBD Bank\, First Chicago NBD\, and Bank One. These included responsibility for an annual budget in excess of $100 million and management of more than 1\,000 staff members. Mr. Davenport was also project manager on the construction of the 400\,000 square foot construction of the Technology Center in Belleville\, Michigan. That project was accomplished on schedule and within budget. \nMr. Davenport is a native Detroiter\, a product of the Detroit Public School System and received his B.S. degree in Accounting from Wayne State University in 1968. He also graduated from the School of Bank Administration at the University of Wisconsin in 1978. \nMr. Davenport serves on the board of American Promises Schools. Previously he has served as Chairman of the Michigan Automated Clearinghouse\, Vice Chairman of the Board of the Detroit Urban League\, Executive Board of the Metropolitan Detroit Boy Scouts of America and Executive Board of the Metropolitan Detroit YMCA. \nMr. Davenport resides in Detroit with his wife Linda D. Forte. He has two daughters\, Dr. Lynette P. Davenport\, M.D. (deceased) and Simone N. Clayton\, school teacher\, two granddaughters Angela and Auriana\, and grandson Tyrone. \n  \nLinda Forte \nSenior Vice-President\, Business Affairs\, \nChief Diversity Officer\, Comerica Bank (Retired)  \nLeader NAUB/UFSC Detroit Chapter. \n \nLinda D. Forte retired in 2016 from Comerica Bank as senior vice president\, Business Affairs\, Chief Diversity Officer\, and member of Comerica’s Senior Leadership Team.  Forte was responsible for defining and driving business strategies that established Comerica as a leader in diversity and work life practices. She was also responsible for the Comerica Charitable Foundation\, Comerica Contributions and Civic Affairs. \nShe began her banking career with Comerica in 1974 and held management positions in Comerica’s Business Banking\, Municipalities\, U.S. Banking\, and Loan Administration Groups\, as well as positions in Human Resources and Banking Center Administration. \nForte is currently an independent board director for Blue Cross Blue Shield of Michigan and First Independence Bank.  Forte also serves as Board Chair for the Economic Development Corporation of the City of Detroit\, a director of the Local Development Finance Authority and the Neighborhood Development Corporation of the City of Detroit. Appointed by the Mayor\, she serves as a Commissioner for the Detroit Water and Sewerage Department. Forte serves as a Trustee for Bowling Green State University and on the boards of Detroit’s Downtown Detroit Business Improvement Zone (BIZ)\,  The Parade Company\, Racquet Up and several other nonprofit boards. \nForte has been recognized with numerous awards for business leadership\, professional accomplishment\, and community development.  These include the 2014 Michigan Roundtable for Diversity and Inclusion Annual Humanitarian Award\, the 2014 Michigan Women’s Foundation Woman of Achievement and Courage Award and one of Crain’s Detroit Business Most Influential Women.  She was a 2013 Inductee into the “Academy of Distinguished Alumni” for Bowling Green State University. \nForte earned her Bachelor of Science degree cum laude from Bowling Green State University\, and her MBA in Finance and Accounting from the University of Michigan. \n  \nDate: Wednesday\, October 28\, 2020 \nTime:  6:30 pm\, EDT. \nLocation: Virtual and hosted on ZOOM \nRecorded: Yes\, this call will be recorded. \nRegister here at https://UFSCNAUBOurHistoryDFDetroit.eventbrite.com \nTo learn more about UFSC and its upcoming events visit www.ufscnet.org
URL:https://www.ufscnet.org/event/naub-ufsc-our-history-our-stories-our-future-featuring-forte-and-davenport/
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DTSTART;TZID=America/New_York:20201028T120000
DTEND;TZID=America/New_York:20201028T133000
DTSTAMP:20260605T033951
CREATED:20201021T162338Z
LAST-MODIFIED:20201021T162338Z
UID:11536-1603886400-1603891800@www.ufscnet.org
SUMMARY:Why ‘Equity’ is now being added to Diversity & Inclusion in Corporate America
DESCRIPTION:Urban Financial Services Coalition (UFSC) invites you to a special session of “View from the Top Executive Leadership Series\,” featuring Nate Bennett\, III\, Chief Diversity Officer\, and Senior Vice President\, and Head of Talent Management for Comerica Bank. As an executive leader\, Mr. Bennett will focus his thoughts on the topic “Why ‘Equity’ is now being added to Diversity & Inclusion in Corporate America.” \nDescription: \nToday you are hearing a lot of talk about Equity rather than Equality and probably wondering how they are different.  For Diversity practitioners managing the Equity conversation is critically important in the effort to improve diverse representation and inclusion in the workplace.  In this discussion we will learn the difference between Equality and Equity\, we will discuss how corporate America identifies inequities that may exist in the workplace and discuss what we are doing to improve Equity in the workplace. \nThis session is scheduled: \nDate: Wednesday\, October 28\, 2020 \nTime: 12 noon\, EDT. \nFeaturing:    Nate Bennett\, III \nChief Diversity Officer\, and Senior Vice President\, and Head of Talent Management for Comerica Bank. \nLocation: Virtual and hosted on ZOOM \nRecorded:Yes\, this call will be recorded. \nUrban Financial Services Coalition has presented the View from the Top Executive Leadership for several years\, providing minority financial professionals\, members\, and communities of color the opportunity to learn from some of the nation’s – and the world’s – leading executives as they talk about their careers and leadership experiences. \n  \nSpeaker Bio:\nNate Bennett\, III\, CDP\n\nChief Diversity Officer and Senior Vice President \nHead of Talent Acquisition \nComerica Bank  \nNate Bennett III is responsible for leading the company’s Diversity & Inclusion office. This office has been established to drive key diversity initiatives throughout the bank. Additionally\, Mr. Bennett’s other responsibilities include leading all talent acquisition activities for Comerica Bank. \nMr. Bennett joined Comerica in 2009 as the Vice President\, Texas Market Staffing Manager. He was named Senior Vice President\, Talent Acquisition in 2010. In mid-2016\, he was named the Chief Diversity Officer and Senior Vice President\, Head of Talent Acquisition. \nBefore joining Comerica\, he worked for several Fortune 500 companies in various roles in Talent Acquisition all in two major industries; Consumer Retail and Financial Services.  Prior to joining Comerica Bank\, he led Talent Acquisition Services for a 17\,000-employee division at Bank of America.  His 20+ years of experience in Human Resources Talent Acquisition covers the areas from executive recruitment through global recruitment where he spent time in Seoul\, Korea leading various recruitment efforts for Walmart Stores. \nMr. Bennett holds a Bachelor of Arts degree in political science from Rice University. \nAmong his professional and community affiliations\, he serves as a member of the National Diversity Council Board of Directors\, board member of Mi Escuelita Preschools\, an advisory board member for Student African American Brotherhood (SAAB) an advisory board member of the Best and Brightest Companies to Work For. \nAt Rice University\, Mr. Bennett was a four-year varsity letterman in football where he went on to earn All Southwest Conference 1st Team Honors.  Additionally\, he also serves as the founder and President of the Junior Broncos Organization which is a 501(c)(3) dedicated to young student athletes. \nRegister here at https://UFSCVFTNateBennett.eventbrite.com \nTo learn more about UFSC and its upcoming events\, visit  www.ufscnet.org
URL:https://www.ufscnet.org/event/why-equity-is-now-being-added-to-diversity-inclusion-in-corporate-america/
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DTSTART;TZID=America/New_York:20201014T183000
DTEND;TZID=America/New_York:20201014T200000
DTSTAMP:20260605T033951
CREATED:20201005T210259Z
LAST-MODIFIED:20201005T210259Z
UID:11514-1602700200-1602705600@www.ufscnet.org
SUMMARY:NAUB/UFSC - Our History\, Our Stories\, Our Future Series featuring Charles O. Stewart
DESCRIPTION:Urban Financial Services Coalition  invites you to a special session entitled “NAUB/UFSC – Our History\, Our Stories\, Our Future.”  \nOur History\, Our Stories\, Our Future is a series dedicated towards capturing the experiences\, stories\, and accomplishments of minority financial professionals in the financial services industry through their participation in the National Association of Urban Bankers and Urban Financial Services Coalition. This is one of the ways that UFSC is leveraging the wisdom of the organization’s high valued seasoned minority professionals.  The stories of these seasoned professionals are a road map of where we have been and a gift to the current generation that listens to them and then passes them on to the next generations. \n \nSpeaker Bio: \nFeaturing:  Charles O. Stewart – Executive Vice President (Retired) and NAUB Founding Member.\n\nAfter working in accounting with the Teletype Corporation\, Stewart began a 37 year banking career in 1971 with First National Bank in Little Rock\, AR. He became the first African-American banking executive in the state of Arkansas.  Having navigated five mergers and acquisitions beginning in 1981\, Stewart moved into increasingly responsible positions with greater reach and authority with First Commercial Bank\, Regions Bank and Regions Financial Corporation in Birmingham\, Alabama.  In 1998\, Stewart was tasked\, at Regions Financial Corporation\, with establishing and managing a new division for the $147 billion corporation.  This division oversaw the community development operations of 135 community development officers in 16 states in the South\, Southeastern and Midwestern United States.  Over the next ten years\, Stewart enjoyed an incredible tenure with RFC. After setting up a new business line for public\, governmental\, institutional and non-profit organizations\, Stewart ended his banking career in 2008 as Executive Vice President with Regions. \nStewart’s interest and impact have gone outside of business and banking to include community and economic development nationally and internationally.  In 2010 he was selected to serve as Interim Chief Executive Officer of Heifer International\, a value-based\, global development organization.  Stewart has been appointed to many local\, state and federal boards and commissions.  He served on the Workforce Education Commission; including the Health Policy Board of the Arkansas Center for Health Improvement and the Legislative Traumatic Brain Injury Taskforce. His other appointments include: \n\nthe Arkansas State Police Commission;\nFederal Small Business Advisory Council;\nArkansas IOLTA Foundation;\nAdvisory Board of the National Institutes of Health; and\nthe Arkansas Industrial Development Commission.\n\nStewart has been a part of many international trade and goodwill missions around the world\, including Japan\, Taiwan\, China\, Poland\, Romania\, Russia\, Georgia\, Italy\, Tanzania\, Mali\, Ghana\, Senegal\, Republic of South Africa\, Kenya\, Zambia\, Zimbabwe\, Rwanda\, Mexico\, Ecuador\, and Thailand. \nDate:  Wednesday\, October 14\, 2020 \nTime:  6:30 pm\, EDT. \nLocation:  Virtual and hosted on ZOOM \nRecorded:  Yes\, this call will be recorded. \nRegister here at https://UFSCNAUBOurHistoryStewart.eventbrite.com \nTo learn more about UFSC and its upcoming events visit www.ufscnet.org
URL:https://www.ufscnet.org/event/naub-ufsc-our-history-our-stories-our-future-series-featuring-charles-o-stewart/
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DTSTART;TZID=America/New_York:20201007T183000
DTEND;TZID=America/New_York:20201007T200000
DTSTAMP:20260605T033951
CREATED:20201005T202653Z
LAST-MODIFIED:20201005T202653Z
UID:11505-1602095400-1602100800@www.ufscnet.org
SUMMARY:Leveraging the Power of Myers-Briggs for Success in Business and Life
DESCRIPTION:Urban Financial Services Coalition invites you to a special session entitled “Leveraging the Power of Myers-Briggs for Success in Business and Life.”  \nThis session is scheduled:\nDate:  Wednesday\, October 7\, 2020\nTime:  6:30 pm\, EDT.\nFeaturing: Russ Moon\,\nMyers-Briggs Development Facilitator\nFounder/CEO of Maxpo\, LLC.\nLocation:      Virtual and hosted on ZOOM\nRecorded:     Yes\, this call will be recorded. \nThe MBTI (Myers Briggs Type Indicator) is an extremely useful and practical tool for achieving an understanding of oneself and the differences of others.  Currently this instrument is the most widely used personality preference in the world.  Many businesses\, leaders\, and entrepreneurs have selected it as the personality instrument of choice across their training and development programs because it provides a common language for appreciating and working through interpersonal differences without judgment.  In this session\, Mr. Moon will discuss how executives and business owners can use this tool for success in business and life. \n \nSpeaker Bio: \nRuss Moon\nMyers Briggs Development Facilitator\nFounder and CEO\nMaxpo\, LLC \nRuss Moon is the Founder and CEO of Maxpro\, LLC. As a professional advocate\, coach\, and strategic consultant\, he challenges organizations to identify\, embrace\, and integrate individual value while embracing the diversity of a team-centered environment.  Mr. Moon’s ability to inspire and lead the implementation of sustainable communication\, relationship management\, performance planning\, and talent development strategies makes him an asset to any organization seeking to meet the needs of a diverse workplace population\, capitalizing on individual strengths in a collaborative\, seamless way.  Together in partnership with the individuals and teams\, he supports and designs unique curriculum\, training programs\, and learning solutions in alignment with key performance indicators\, data analysis\, and established client goals. \nAlso\, as a results-oriented development consultant\, thought leader\, and career coach with a proven track record for delivering change across diverse corporate channels through the deployment of innovative and actionable solutions to enterprise challenges.  His successes have positioned him as a quality-driven problem solver\, strategist\, and cross-functional communicator with the ability to drive improved professional performance\, efficacy\, and engagement in support of enterprise development and growth. \nPrior to his current role\, he has had various leadership roles with top Fortune 500 companies to include – Capitol One\, Hickory Brands\, Inc.\, MeadWestvaco\, General Electric\, and Wells Fargo Bank.  Mr. Moon proudly served in the United States Army in the 50th Signal Battalion (Airborne)\, Ft. Bragg. \nHe received his formal education from The Citadel (BS Business Administration) and Strayer University (Masters of Business Administration with HR emphasis\, Academic Honors). \nIn his free time\, he enjoys spending time with his wife and two daughters.  He also enjoys largemouth bass fishing – won Virginia State Championship for World Big Bass Championship in 2019. \nRegister here at  https://UFSCMyersBriggs.eventbrite.com \nTo learn more about UFSC and its upcoming events visit www.ufscnet.org
URL:https://www.ufscnet.org/event/leveraging-the-power-of-myers-briggs-for-success-in-business-and-life/
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DTSTART;TZID=America/New_York:20201001T120000
DTEND;TZID=America/New_York:20201001T133000
DTSTAMP:20260605T033951
CREATED:20200925T181936Z
LAST-MODIFIED:20200925T181936Z
UID:11474-1601553600-1601559000@www.ufscnet.org
SUMMARY:Who’s Hiring Now?
DESCRIPTION:Urban Financial Services Coalition (UFSC) invites you to a special session of “Who’s Hiring Now?” featuring Bernita Alston\, Danielle Ingram and Alison Simon from Fifth Third Bank Thursday\, October 1\, 2020\, 12 noon\, EDT.  Bernita\, Danielle and Alison  will share information about career opportunities that are available with Fifth Third Bank in the Richmond\, Virginia market and will answer questions from job seekers.  The opportunities include the following: \n\nMortgage Loan Processor\nMortgage Loan Originator\nMortgage Loan Underwriter\n\nThe UFSC “Who’s Hiring Now?” Employment series is part of the organization’s continuing effort to ensure the equitable participation of minorities at all levels of the financial services industry by providing a meeting space for minority professionals and employers.  In this meeting place employers can share information about job opportunities\, best practices job seekers can use to position themselves for serious consideration and make themselves available to answer questions. \nSpeaker Bio(s): \nBernita Alston\nBernita joined Fifth Third Bank in January 2018 as a Direct Mortgage Loan Officer.  In that role Bernita maintained top performance in loan production and customer satisfaction.  Her knowledge of the business and demonstrated leadership amongst the team helped her to move quickly from Assistant Direct Sales Manager to the role she holds today as the Direct Sales Manager and Richmond Site Leader.  Prior to Fifth Third Bank\, Bernita has over 20 years of experience in the Mortgage industry having also worked in mortgage operations and default.  Throughout her career she’s maintained a track record of building successful teams\, creating an engaging environment\, and delivering successful results. \nDanielle Ingram\nDanielle Ingram Joined Fifth Third Bank December 2019. She is currently the Processing Manager for the Richmond Mortgage Processing Site. She has been in banking since 2005. She started her career in Customer Service and held many positions on her path to becoming a Manager in the Mortgage department. She has extensive experience in Loss Mitigation\, as a Quality Analyst and in Metric Testing. She enjoys being a manager and assisting her employees to grow within the company. \nAlison Simon \nDate: Thursday\, October 1\, 2020 \nTime:  12:00 pm\, EDT. \nLocation:  Virtual and hosted on ZOOM \nRecorded:     Yes\, this call will be recorded. \nRegister here at https://UFSC53HIRINGVA.eventbrite.com \nTo learn more about UFSC and its upcoming events visit www.ufscnet.org \nTo learn more about Fifth Third Bank visit www.53.com
URL:https://www.ufscnet.org/event/whos-hiring-now/
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DTSTART;TZID=America/New_York:20200930T183000
DTEND;TZID=America/New_York:20200930T200000
DTSTAMP:20260605T033951
CREATED:20200927T200015Z
LAST-MODIFIED:20200927T200015Z
UID:11485-1601490600-1601496000@www.ufscnet.org
SUMMARY:The ABC of Professional Designations – Mastering the Test
DESCRIPTION:Urban Financial Services Coalition invites you to a special session entitled  “The ABC of Professional Designations – Mastering the Test” featuring Ernest Smith\, North Texas Treasury Solutions Executive for BBVA Bank  on Wednesday\, September 30\, 2020\, 6:30 pm\, EDT.\n\nYou are thinking about or have decided to get certificated in your field\, so you’re able to progress in your field\, but something is standing in your way.  That’s right.  The “Exam” is between you and your next opportunity.  In this session\, Mr. Smith will give tools and strategies to equip you to master the exam by:\n\nAssessing your strengths and weaknesses;\nMaking a study plan to maximize your success; and\nDeveloping a test-taking strategy for high scores.\n\n  \nSpeaker’s Bio: \n \nErnest Smith\nNorth Texas Regional\nTreasury Solutions Executive\nBBVA Bank \nErnest Smith is the North Texas Regional Treasury Solutions Executive for BBVA.  Ernie is responsible for a staff of Treasury Management professionals\, providing Treasury Management product Solutions and Support to commercial clients in the North Texas region.  He holds the Certified Treasury Professional (CTP) and Financial Planning and Analysis (FP&A) certifications from the Association of Financial Professionals Ernie has been with BBVA since 2005.  Prior to joining BBVA\, Ernie spent 16 years at JPMorgan Chase\, including 6 years as a Commercial Banker and 3 years as a Private Client Advisor.  He has 40 years of banking experience and 15 years in Treasury Management. \nErnie received a BS in Business Administration (Finance) from the University of Arizona and an MBA from Duke University.  In 2006\, he was recognized for High Score of Distinction on the 2006-2007 CTP Exam.  Since that time\, he has served on the AFP Test Specifications Committee and the AFP Body of Knowledge committee.  He is currently an instructor for the Rice University online CTP Review Course\, and the University of Dallas classroom CTP exam prep class. \nThis session is scheduled:\nDate:   Wednesday\, September 30\, 2020 \nTime:              6:30 pm\, EDT.\n\nFeaturing:     Ernest Smith\,\nNorth Texas Treasury Solutions\n Executive for BBVA Bank\n\nLocation:      Virtual and hosted on ZOOM\n\nRecorded:     Yes\, this call will be recorded.\n\nRegister here at  https://UFSCMasterTheTest.eventbrite.com\nTo learn more about UFSC and its upcoming events visit  www.ufscnet.org
URL:https://www.ufscnet.org/event/the-abc-of-professional-designations-mastering-the-test/
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DTSTART;TZID=America/New_York:20200916T120000
DTEND;TZID=America/New_York:20200916T133000
DTSTAMP:20260605T033951
CREATED:20200911T083721Z
LAST-MODIFIED:20200911T083721Z
UID:11456-1600257600-1600263000@www.ufscnet.org
SUMMARY:Breaking through the Barriers to Success with Purpose
DESCRIPTION:  \nUrban Financial Services Coalition (UFSC) invites you to a special session of “View from the Top Executive Leadership Series\,” featuring Kala Gibson\, Executive Vice President\, Head of Business Banking for Fifth Third Bank. As an executive leader\, Mr. Gibson will focus his thoughts on the topic “Breaking through the Barriers to Success with Purpose.” \nThis session is scheduled: \nDate:              Wednesday\, September 16\, 2020 \nTime:             12 noon\, EDT \nFeaturing:    Kala Gibson \nExecutive Vice President\, Head of Business Banking for Fifth Third Bank. \nLocation:      Virtual and hosted on ZOOM \nRecorded:     Yes\, this call will be recorded. \nUrban Financial Services Coalition has presented the View from the Top Executive Leadership for several years\, providing minority financial professionals\, members\, and communities of color the opportunity to learn from some of the nation’s (and the world’s) leading executives as they talk about their careers and leadership experiences. \n  \nSpeaker’s Bio: \n \nKala Gibson \nExecutive Vice President \nHead of Business Banking \nFifth Third Bank \nKala Gibson is executive vice president and head of Business Banking. He oversees strategic planning\, operations\, sales force\, and products for the division. Business Banking serves clients with annual revenues up to $20 million across 1\,155 banking centers and 10 states. Kala joined Fifth Third in 2011 as a senior vice president and Business Banking executive for Eastern Michigan. In that role\, he was responsible for the performance and strategic sales delivery across eight counties in Southeastern Michigan. Kala started his career at Comerica Bank in Detroit. He has over 27 years of experience in retail\, community and small business banking\, middle-market and asset-based lending\, and credit administration. \nKala earned a bachelor’s degree in business administration from Grand Valley State University and an MBA from Michigan State University. As an active member of his community\, Kala dedicates his time and expertise to a variety of causes\, including: \n\nExecutive and finance committee member\, the Charles H. Wright Museum of African-American History;\nFinance committee member for the board\, National Underground Railroad Freedom Center;\nBoard of Trustees member\, ArtsWave in Cincinnati;\nMember of the Business Banking Executive Circle;\nBoard president\, MORTAR\, an urban entrepreneurship organization; and\nBoard member\, National Minority Supplier Development Council.\n\nKala has received several awards for his civic and professional contributions\, including Fifth Third Bank Leader of the Year – Fifth Third Bank Community Commitment\, the Michigan Chronicle’s Men of Excellence\, and Crain’s Detroit Business 40 Under 40. \nRegister here at https://UFSCVFTKalaGibson.eventbrite.com \nTo learn more about UFSC and its upcoming events\, visit www.ufscnet.org
URL:https://www.ufscnet.org/event/breaking-through-the-barriers-to-success-with-purpose/
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DTSTART;TZID=America/New_York:20200819T183000
DTEND;TZID=America/New_York:20200819T200000
DTSTAMP:20260605T033951
CREATED:20200817T222224Z
LAST-MODIFIED:20200817T222224Z
UID:11408-1597861800-1597867200@www.ufscnet.org
SUMMARY:Why Diversity is Needed in the Venture Capital Space
DESCRIPTION:UFSC National organization is hosting the COVID-19 Relief Series to keep members and Communities of Color informed of the economic impact of both COVID-19 and programs created to support individuals\, businesses and communities during this time of uncertainty. \nThis session is scheduled for Wednesday\, August 19\, 2020\, 6:30 pm EDT and is entitled “Why Diversity is Needed in the Venture Capital Space”. Featured speaker is Johnathan Mayo\, Founder and Chief Executive Officer\, Team Excel. \nAs the impact of COVID-19 continues to unfold and companies look to be more socially responsible to the African American community\, there is a space that appears to be overlooked – the venture capital space.  Studies show of all venture capital funding in normal economic times\, less than one percent goes to black founders. If that number isn’t staggering enough\, according to Forbes only three percent of venture capital funds employ black or other minority professionals.  Our speaker is a black founder and will share his experience in the venture capital space; the challenges he has overcome and what can be done to increase the amount of money going to black businesses. \nSpeaker Bio:\nJohnathan Mayo\nFounder and Chief Executive Officer\nTeam Excel\n\nJohnathan Mayo is a former mechanical engineer\, and now serial entrepreneur who serves as the Founder and CEO of Team Excel. The online platform helps organizations increase motivation and improve outcomes by allowing teams to compete based on metrics such as academics\, attendance and community service hours. Considered a tech startup\, the concept of Team Excel program was born out of the Excel to Excellence nonprofit. At this nonprofit Mayo developed\, launched\, and managed the Team Excel program. \nIn 2019\, with approval from the board\, Mayo transitioned Team Excel into a separate for-profit entity structured as a Virginia Benefit Corporation. As a digital platform\, the vision for Team Excel is to create a global league where students compete and motivate each other to excel in the classroom and life. \nIn addition to Team Excel\, Mayo has been involved in numerous business ventures to include Avail\, Serving Up Change\, Crow Cookies\, and Mama J’s. With experience as an entrepreneur across multiple industries\, he has been involved in all aspects of starting\, managing\, and marketing businesses. While he started several businesses as a kid to include John’s Grass Cutting Service and Top Score Tutoring\, his first business as an adult was Avail. This agency specialized in cause marketing\, special events and foundation management. Avail still operates today. \nAs a former All-Academic and All-Metro football player\, Mr. Mayo has been involved in sports since an early age.  With a passion for sports and a strong academic background\, he has developed a well-rounded resume that includes experience in sports\, technology\, and entrepreneurship. To refine his skills\, Mr. Mayo obtained master’s degrees in Business Administration and Sport Leadership through the School of Business and Center for Sport Leadership at Virginia Commonwealth University. \nMr. Mayo is passionate about making a difference in the world and strongly believes that social enterprises are the key to solving some of the world’s biggest social issues. \nIn addition to his business endeavors\, Mr. Mayo is married and had two young daughters. \nDate:  Wednesday\, August 19\, 2020\nTime:  6:30 pm\, EDT.\nLocation:  Virtual and hosted on ZOOM\nRecorded:  Yes\, this call will be recorded. \nRegister here at https://UFSCCOVID-19VentureCapital.eventbrite.com \nTo learn more about UFSC and its upcoming events visit www.ufscnet.org
URL:https://www.ufscnet.org/event/why-diversity-is-needed-in-the-venture-capital-space/
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DTSTART;TZID=America/New_York:20200812T183000
DTEND;TZID=America/New_York:20200812T200000
DTSTAMP:20260605T033951
CREATED:20200806T001125Z
LAST-MODIFIED:20200806T001125Z
UID:11384-1597257000-1597262400@www.ufscnet.org
SUMMARY:Mortgage Lending in the Midst of COVID-19
DESCRIPTION:UFSC National organization is hosting the COVID-19 Relief Series to keep members and Communities of Color informed of the economic impact of COVID-19 and programs created to support individuals\, businesses\, and communities during this time of uncertainty. \nThis session is scheduled for Wednesday\, August 12\, 2020\, at 6:30 pm EDT and is entitled “Mortgage Lending in the Midst of COVID-19”.   The featured speaker is Kelvin Oliver\, President and CEO of KORE Mortgage\, LLC.   As the impact of COVID-19 continues to unfold\, many first time homebuyers and current homeowners are wondering what they should be doing?  Should I buy?  Should I wait? Should I upgrade? Should I refinance?  Mr. Oliver is a seasoned mortgage professional that will discuss his insights on strategies to take advantage of during the current mortgage lending market and give some practical guidance for the future. \nSpeaker Bio:\nKelvin Oliver\nPresident and CEO\nKORE Mortgage\, LLC \nKelvin Oliver is a talented Mortgage Banker that has spent over 20 years of experience in bringing ease and orderliness to the mortgage industry.  His primary objective is to work with borrowers\, realtors\, and title companies in facilitating smooth closing processes\, and he has been able to show expertise in analytical techniques\, identifying and capitalizing on community business with effective networking\, collaboration\, multitasking\, sales\, financial analysis\, and business development. \nKelvin has gathered an ocean of experience in the mortgage industry.  As a mortgage banker\, he was Nationwide Mortgage Bankers’ branch manager responsible for the evaluation of mortgage applications against outline specifications to approve\, reject\, or recommend adjustments to the files.  By incorporating positive motivation\, Kelvin engaged employees in business processes.  He also had a collaboration with the CEO of Plentura Mortgage to determine company goals and translate goals to individual client needs.  As the Branch Sales Manager\, he addressed problems in a proactive and​ knowledgeable manner to maintain and enhance client satisfaction. \nKelvin was also the Director of Lending at Neighborhood Housing Services of Richmond Inc.  In this posture he evaluated client financial positions to identify most appropriate banking products\, located and pre-qualified customers for mortgages\, produced and executed loan packages\, and networked with realtors and current clients to generate referrals. \nBecause he acquired vast experience in the industry and believed he could offer much more\, Kelvin decided to specialize in residential mortgages as a regional broker.  He is Founder\, President and CEO of KORE Mortgage\, LLC where he presently hires/maintains staff\, and oversee all facets of the company (including but not limited to\ncompliance\, origination\, processing\, marketing\, and post-closing).  He also establishes relationships with investors to fund mortgage loans. \nKelvin Oliver is a graduate of Hampton University with a Bachelor of Science in Computer Science majoring in Accounting. \nWhen he is not working\, he enjoys spending time with his wife\, children\, and volunteering his time with Alpha Phi Alpha Fraternity\, Inc. \nDate:  Wednesday\, August 12\, 2020\nTime:  6:30 pm\, EDT\nLocation:  Virtual and hosted on ZOOM\nRecorded:  Yes\, this call will be recorded.\nRegister here:  https://UFSCCovid-19MortgageLending.eventbrite.com\nTo learn more about UFSC and its upcoming events visit www.ufscnet.org
URL:https://www.ufscnet.org/event/mortgage-lending-in-the-midst-of-covid-19/
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DTSTART;TZID=America/New_York:20200805T183000
DTEND;TZID=America/New_York:20200805T200000
DTSTAMP:20260605T033951
CREATED:20200731T152700Z
LAST-MODIFIED:20200731T152700Z
UID:11360-1596652200-1596657600@www.ufscnet.org
SUMMARY:NAUB - Our History\, Our Stories\, Our Future
DESCRIPTION:  \nUrban Financial Services Coalition invites you to a special session entitled “NAUB – Our History\, Our Stories\, Our Future.” \nFeaturing: \n\nJulia A. Gayles – Denver Chapter\nErnest Skinner – New York Chapter\nOtis Watson – San Francisco Chapter\n\nOur History\, Our Stories\, Our Future is a series dedicated towards capturing the experiences\, stories\, and accomplishments of minority financial professionals in the financial services industry through their participation in the National Association of Urban Bankers and Urban Financial Services Coalition. This is one of the ways that UFSC is leveraging the wisdom of the organization’s high valued seasoned minority professionals.  The stories of these seasoned professionals are a road map of where we have been and a gift to the current generation that listens to them and then passes them on to the next generations. \n  \nSpeaker:\nJulia A. Gayles\nCommunication Coordinator\nMayor’s Office City & County of Denver \nFor the past 17 years\, Julia has worked in the City & County of Denver’s office. In this capacity\, she is responsible for writing letters and proclamations to acknowledge significant occasions\, historical or cultural events important to the residents of Denver.  Prior to service to the City and County of Denver\, Julia was employed in the financial services industry\, Operations Division\, for 30 years.  She is a charter member of the Mile High Bankers Consortium\, Inc.\, and was the Vice President of Convention Planning for the National Association of Urban Bankers from 1983-1986. \n  \n  \nErnest McD. Skinner\nCommunity Liaison \nMr. Ernest McD. Skinner serves as Community Liaison for City Council Member Jumaane D. Williams of the 45th District in Brooklyn.  Previously\, he was a retired senior executive with Citigroup and earned a reputation as a bridge-builder between the corporate suites and the streets.  While representing Citigroup\, his focus was to leverage his knowledge of the corporate structure and culture and work on community relationships\, thereby providing the climate to position the Bank as a leader in community development lending\, social investments\, grantmaking\, banking services\, and technical services.  Mr. Skinner has served on the board of directors of several non-profits and in the process has been the recipient of several awards and citations but takes the most pride in his role as a political consultant to several young emerging political activists\, several of whom have been elected to Congressional\, Assembly\, City Council\, and State Committee positions.  An avid gardener\, photographer\, and world traveler\, this native of Trinidad and Tobago is married and a father of two. \n  \nOtis Watson\nAgent\, New York Life Insurance \nOtis Watson is a former Banker for over 45 years\, and has been engaged in community affairs over decades. Over the years\, he has acquired expertise and capability in both corporate and non-profit working environments. He graduated from Pacific Coast Banking School\, Seattle\, Washington in 1997 and received his Juris Doctorate Degree (J.D.) from Western State University College of Law (now known as Thomas Jefferson Law School) in San Diego\, California\, in 1980.  He received two B.A. degrees\, in both Communications and Urban Planning\, from the University of California\, San Diego\, California in 1976. \nMr. Watson recently transitioned from banking to his new vocation as Agent for New York Life Insurance (Silicon Valley General Office).  Prior to this role\, he served with numerous financial institutions.  His most recent banking employment for 16 years was with COMERICA BANK as CRA Market Manager for Northern California.  While working at COMERICA BANK\, he personally authorized over $6 million dollars being contributed to numerous community-based organizations on behalf of the Bank. \nMr. Watson has been a longtime supporter of Urban Financial Services Coalition… having served as President of the South Bay Urban Bankers Association\, Vice President of the San Francisco Bay Area Chapter of UFSC\, as well as Vice President of Conference Planning for the National Association of Urban Bankers. Throughout his professional career\, he has received numerous awards and has volunteered for countless associations. We welcome Mr. Watson and appreciate his participation on this panel. \n  \nDate: Wednesday\, August 5\, 2020 \nTime: 6:30 pm\, EDT \nLocation: Virtual and hosted on ZOOM \nRecorded: Yes\, this call will be recorded. \nRegister here at https://UFSCNAUBOurHistory.eventbrite.com \nTo learn more about UFSC and its upcoming events visit www.ufscnet.org
URL:https://www.ufscnet.org/event/naub-our-history-our-stories-our-future/
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DTSTART;TZID=America/New_York:20200729T183000
DTEND;TZID=America/New_York:20200729T200000
DTSTAMP:20260605T033951
CREATED:20200721T004652Z
LAST-MODIFIED:20200721T004652Z
UID:11331-1596047400-1596052800@www.ufscnet.org
SUMMARY:Black & White: How All Leaders Can Impact Social Change
DESCRIPTION:Urban Financial Services Coalition invites you to a special session entitled “Black & White: How All Leaders Can Impact Social Change” featuring the leadership lessons from Marcus Buckingham\, a British author\, motivational speaker and business consultant. \nThis session will take place on Wednesday\, July 29\, 2020\, 6:30 pm\, EDT. \nSocial change is the way human interactions and relationships transform institutions culturally over time.  This session will address how leaders can impact and lead social and cultural change in their organizations and community. \nThis session will be facilitated by\, UFSC Advisory Board President and Leadership Coach with Kasuyi & Associates.  After\, networking\, the session will start by listening to a dynamic presentation from Mr. Marcus Buckingham\, whose insights will motivate any leader to move outside of their comfort zone.  Then the session will transition to a round table discussion and end with key takeaways that can be used immediately to make a difference. \nFeatured Speaker:\n​\nMarcus Buckingham is a global researcher and thought leader focused on unlocking strengths\, increasing performance\, and pioneering the future of how people work.  He is the author of two of the best-selling business books of all time\, has two of Harvard Business Review’s most circulated\, industry-changing cover articles\, and his strengths assessments have been taken by over 10 million people worldwide. \nBuilding on nearly two decades of experience as a Senior Researcher at Gallup Organization\, he currently guides the vision of the ADP Research Institute as Head of People + Performance research.  He founded The Marcus Buckingham Company in 2006 with a clear mission: to instigate a “strengths revolution.”  It started\, as all revolutions do\, with the simplest of ideas: that when people spend the majority of each day on the job using their greatest talents and engaged in their favorite tasks\, doing exactly what they want to do\, both they and their organizations will win. \nIn other words\, companies that focus on cultivating employees’ strengths rather than simply improving on people’s weaknesses stand to dramatically increase efficiency and productivity while allowing for maximum personal growth. \nIn all of his speeches\, Marcus demonstrates the correlation between strengths-driven\, engaged employees and business fundamentals such as turnover rates\, customer satisfaction\, profits\, and productivity.  Challenging entrenched preconceptions about achievement to get to the core of what drives success\, Marcus’s strengths-based approach is a win/win scenario that\, without exaggeration\, will define the future of work. \nDate:  Wednesday\, July 29\, 2020\nTime:  6:30 pm\, EDT.\nLocation:  Virtual and hosted on ZOOM\nRecorded:  Yes\, this call will be recorded.\nRegister here at https://UFSCSocialChange.eventbrite.com \nTo learn more about UFSC and its upcoming events visit www.ufscnet.org
URL:https://www.ufscnet.org/event/black-white-how-all-leaders-can-impact-social-change/
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DTSTART;TZID=America/New_York:20200722T183000
DTEND;TZID=America/New_York:20200722T200000
DTSTAMP:20260605T033951
CREATED:20200721T055747Z
LAST-MODIFIED:20200721T055747Z
UID:11341-1595442600-1595448000@www.ufscnet.org
SUMMARY:The ABC of Professional Designations
DESCRIPTION:  \nUrban Financial Services Coalition invites you to a special session entitled “The ABC of Professional Designations – What You Need to Know?” featuring Jocelyn D. Wright\, MBA\, CFP\, RICP\, the Founder and Managing Partner\, The Ascension Group\, on Wednesday\, July 22\, 2020\, 6:30 pm\, EDT. \n \nAs consumer demand for financial advice grows\, it is imperative that the financial planning profession work toward expanding and diversifying the ranks of financial planning professionals who can meet the needs of increasing diverse consumers.  Less than 3.5 percent of the 80\,000 CFP® professionals in the United States as of 2017 are black or Latino\, which is significantly less than the percentage of blacks and Latinos across the U.S. population standing at 13.3 percent and 17.8 percent\, respectively.  New census projections estimate that people of color will become the majority of the U.S. population in 2045 with whites accounting for 49.9 percent of the population by then.  These projections demonstrate that the driving demographic engine of the nation’s progress will be communities of color. \nMs. Wright will provide an overview of some of the top designations and steps minority financial planning professionals can get to position themselves to grow their business and impact in the community. \n  \nSpeaker:\nJocelyn D. Wright is the Founder and Managing Partner of The Ascension Group (“Ascension”).  As an advisor\, she partners with her clients to design a personalized strategy to help them reach their financial goals.  With over twenty years of financial services experience\, Jocelyn has been working with individual clients since 2002.  She holds the CERTIFIED FINANCIAL PLANNER™ and Retirement Income Certified Professional (RICP ®) designations. \nA strong advocate for creating opportunities for women and people of color in the financial planning profession\, Jocelyn is currently the Special Adviser on Gender Diversity for the CFP Board Center for Financial Planning.  Prior to this role she served as the Chair & Director of The American College State Farm Center for Women and Financial Services from 2014 to 2018. \nJocelyn received a BS in Business Administration (Finance) from the University of Delaware and earned her MBA in Finance at Howard University\, graduating with Beta Gamma Sigma honors.  Some of her memberships include Delta Sigma Theta Sorority\, Inc.\, Financial Planning Association (FPA)\, Association for African American Financial Advisors (Quad-A) and Women in Insurance & Financial Services (WIFS). Jocelyn serves on the Envestnet Institute on Campus Women in Wealth Management Advisory Board and FPA Philadelphia Tri-State Area Chapter Board.  In 2016\, Investment News Magazine recognized her as one of the 20 most influential Women to Watch. \nBorn and raised in Philadelphia\, PA\, Jocelyn quite naturally is a huge sports fan (go EAGLES!!). She is a runner and in 2018 completed the 50 States Challenge where she ran a half-marathon in each state plus D.C. One of her favorite mottos is life is short so RuN HaPpY!! \nDate:  Wednesday\, July 22\, 2020\nTime:  6:30 pm\, EDT.\nLocation:  Virtual and hosted on ZOOM\nRecorded:  Yes\, this call will be recorded.\nRegister here at: https://UFSCDesignations.eventbrite.com \nTo learn more about UFSC and its upcoming events visit www.ufscnet.org\n=
URL:https://www.ufscnet.org/event/the-abc-of-professional-designations/
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DTSTART;TZID=America/New_York:20200709T120000
DTEND;TZID=America/New_York:20200709T120000
DTSTAMP:20260605T033951
CREATED:20200613T043400Z
LAST-MODIFIED:20200613T043400Z
UID:10898-1594296000-1594296000@www.ufscnet.org
SUMMARY:Teleseminar featuring Jason Matthews
DESCRIPTION:Urban Financial Services Coalition (UFSC) – National invites you to a Teleseminar featuring Jason Matthews\, President and CEO of Matthews Financial & Insurance Solutions\, Member of the Million Dollar Roundtable and author of the book “The Age of $elf Reliance” on Wednesday\, July 8\, 2020\, 9:00 am PDT/12 noon PDT. \nDuring this thought provoking discussion Mr. Matthews will discuss the following points: \nA- What is the importance of knowing your own “Why” personally and professionally?\nB- What led Jason to write the book\, “The age of $elf Reliance”?\nC- What were the major steps and challenges Jason had to go through to write the book and get it published?\nD- Why should people read this book?\nE- What lessons should Financial professionals keep in mind to perform as world class business and community leaders? \nDate: Wednesday\, July 8\, 2020 \nTime: 9 am\, PDT/ 12 noon EDT \nLocation: Tele-Seminar \nRegister here at: https://UFSCSelfReliance.eventbrite.com
URL:https://www.ufscnet.org/event/teleseminar-featuring-jason-matthews/
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DTSTART;TZID=America/New_York:20200701T183000
DTEND;TZID=America/New_York:20200701T200000
DTSTAMP:20260605T033951
CREATED:20200701T064736Z
LAST-MODIFIED:20200701T064736Z
UID:11312-1593628200-1593633600@www.ufscnet.org
SUMMARY:Young People In Today’s Struggle
DESCRIPTION:Urban Financial Services Coalition invites you to a special session entitled “The Voice of Young People in Today Struggle for Equality and Equity” featuring the following graduates of the MARK I Leadership Program:  Aleece Evans – 2020 Graduate of Virginia Commonwealth University Executive Master’s Program; Michael Franklin – 60th Howard University Student Government Association Executive Vice President; Marqualo McDaniels – Risk Advisory Consultant at Dixon Hughes Goodman\, LLP; and Anushka Sarkar – Senior Communications Associates\, The Hub Project.  This panel of young leaders\, will share their view of the current struggles facing people of color\, how they are making a difference and how voices of young people can be amplified.  This powerful session is scheduled for Wednesday\, July 1\, 2020\, 6:30 PM\, EST. \nDate: Wednesday\, July 1\, 2020 \nTime: 6:30 pm\, EDT. \nRecorded: Yes\, this call will be recorded. \nLocation: Virtual and hosted on ZOOM \nRegister here at https://UFSCVoiceofYoungPeople.eventbrite.com \n\n\nSpeakers:\n\n\n\nAleece D. Evans is a recent Executive Master of Business Administration Graduate from the Virginia Commonwealth University\, Class of 2020. Professionally\, Aleece has spent most the last ten years dedicating her time and talents to the hospitality food Service industry in various roles. In her most current role\, Aleece operated as the Retail Brands Manager of the Chick-fil-A and Subway located within the Virginia Commonwealth University Medical Center’s Campus under employment with Aramark. Prior to that\, Aleece enjoyed managing the cafeteria at the Johns Hopkins Bayview Medical Center located in Baltimore\, Maryland\, also under Aramark. \n\n\n\n\nMichael Franklin is a Senior Legal Communications Major from Kansas City\, KS who is ready to UpgradeHU as the 60th HUSA Executive Vice President. Michael has a dense and diverse extra-curricular resume\, having served as the Deputy Chief of Staff and Vice President for the Cathy Hughes School of Communications Student Council\, Vice President of External Affairs for the Coalition of Activist Students Celebrating the Acceptance of Diversity and Equality (CASCADE)\, Chair of The Hilltop Policy Board\, Vice President for the Howard University Speech and Debate Team\, and Competing Member of the Howard University Mock Trial Team. Michael is also proud to have organized the Inaugural Black Speechwriters Symposium held at Howard University in 2019. \n\n\n\n\nMarqualo M. McDaniels is a recent graduate of Howard University where he received his B.B.A. in Accounting.  Marqualo has worked for several financial institution entities and has experience in the corporate realm. He is interested in fraud and forensics accounting. After graduation\, Marqualo began his career as a Finance and Accounting Development Program Analyst at PNC Bank rotating through Corporate Tax\, Corporate Accounting\, Enterprise Risk Management Finance and Finance Capital and Liquidity Reporting. He currently works at Dixon Hughes Goodman\,LLP as a Risk Advisory Consultant. \n\n\n\n\nAnushka Sarkar works as a Senior Communications Associate with the Hub Project. Prior to joining the Hub Project she worked at Booz Allen Hamilton in the Strategic Innovation Group\, where she used her strategy and communications knowledge to support federal clients in the healthcare space. Anushka is a proud 2015 alumnae of the MARK I program hosted by the Urban Financial Services Coalition (UFSC). Anushka is a graduate of the University of Michigan\, where she studied political science and history. During her time at the University of Michigan\, Anushka interned at Hillary Clinton’s presidential campaign headquarters in Brooklyn\, NY and later took a semester off from school to work on the campaign’s fundraising team based out of Clinton’s personal office. After returning to Ann Arbor\, Anushka ran for and was successfully elected the University of Michigan student body president. Anushka and her running mate were the first two women of color to be elected to student body president and vice president in university history\, and they won with the highest number of votes in university history. \n\nTo learn more about UFSC and its upcoming events visit www.ufscnet.org
URL:https://www.ufscnet.org/event/young-people-in-todays-struggle/
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