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X-WR-CALNAME:Urban Financial Services Coalition
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X-WR-CALDESC:Events for Urban Financial Services Coalition
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DTSTART;TZID=America/New_York:20200722T183000
DTEND;TZID=America/New_York:20200722T200000
DTSTAMP:20260606T060635
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:20260606T060635
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:20260606T060635
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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DTSTART;TZID=America/New_York:20200623T183000
DTEND;TZID=America/New_York:20200623T200000
DTSTAMP:20260606T060635
CREATED:20200623T020340Z
LAST-MODIFIED:20200623T020340Z
UID:11046-1592937000-1592942400@www.ufscnet.org
SUMMARY:Funding Development Opportunities
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 entitled “Funding Development Opportunities in the Midst of COVID-19”.  The speaker for the session is Sara Reid\, Executive Director of Minbanc Foundation and Senior Manager of Sales and Retention for American Bankers Association.Ms. Reid will discuss the following: \n\nHistory of the Foundation \nThe Types of Development Opportunities the Cover\nHow to Advocate for Yourself and Promote an Internal Environment of Growth? \n\n  \nSpeakers\nSara Reid\nSara Reid currently serves as the Executive Director for and Senior Manager\, Sales and Retention for American Bankers Association. \nAs the Minbanc Foundation Executive Director\, Ms. Reid works to increase educational opportunities for minority and women-owned banks by providing grants for professional development. \nAdditionally in her eleven years at ABA\, Ms. Reid has lead a D&I task force\, and she has worked daily to engage member banks in ABA resources and benefits in order to truly leverage their membership.  Ms. Reid’s member outreach helps America’s banks stay connected to industry happenings and the support ABA can provide to ensure bankers thrive and succeed. \nPrior to joining ABA\, Ms. Reid worked in sales and marketing for Starwood Hotels and Resorts\, for nine years.  She studied Humanities at Trinity University in the District of Columbia.  She currently lives in Maryland with her husband and 2 children\, and enjoys cooking large meals and trying new recipes. \nDate & Time:\nWednesday\, June 24\, 2020\, 6:30 pm – EDT\nLocation:   Virtual and hosted on ZOOM\nRecorded:   Yes\, this call will be recorded.\nRegister here at:   https://UFSCCovidDevelopment.eventbrite.com \nTo learn more about UFSC and its upcoming events visit www.ufscnet.org
URL:https://www.ufscnet.org/event/funding-development-opportunities/
CATEGORIES:Economic Empowerment,Education
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DTSTART;TZID=America/New_York:20200617T183000
DTEND;TZID=America/New_York:20200617T200000
DTSTAMP:20260606T060635
CREATED:20200616T002636Z
LAST-MODIFIED:20200616T002636Z
UID:10943-1592418600-1592424000@www.ufscnet.org
SUMMARY:Advancing Black Pathways Program
DESCRIPTION:Urban Financial Services Coalition invites you to a special session featuring Sekou Kaalund\, JP Morgan Chase Managing Director and Head of Advancing Black Pathways\, Wednesday\, June 17\, 2020\, 6:30 pm\, est.  Mr. Kaalund will give an overview of the Advancing Black Pathways Program and how it is expanding economic opportunity for black people. \nMaking the economy work for more people is a key focus for JPMorgan Chase.  As part of that mission JPMorgan Chase launched Advancing Black Pathways—an initiative that builds on their existing efforts to help the black community chart stronger paths towards economic success and empowerment. JPMorgan Chase believes it is uniquely positioned to marshal their resources to help address some of the persistent challenges facing the black community. Everyone deserves the opportunity to participate in economic growth.  That’s JP Morgan Chase is providing more support for the black community in their pursuit of educational\, career\, business and personal financial success.  Advancing Black Pathways combines JPMorgan Chase’s business and philanthropic resources to focus on three pathways to accelerate economic empowerment and opportunity for the black community. \nDate: Wednesday\, June 17\, 2020 \nTime: 6:30 pm\, EDT. \nLocation: Virtual and hosted on ZOOM \nRecorded: Yes\, this call will be recorded. \nRegister here at:  https://UFSCAdvancingBlackPathways.eventbrite.com \n\n\nSpeaker\n\n\n\nSekou Kaalund \nSekou Kaalund is Head of Advancing Black Pathways\, a JPMorgan Chase program aimed at helping black people\, families and businesses share fully in economic growth. Prior to this role\, Kaalund served for 11 years in JPMorgan’s Corporate and Investment Bank in numerous leadership positions—including as Head of U.S. Pension Fund Coverage and as a senior relationship manager for some of the firm’s largest clients. Kaalund joined J.P. Morgan in 2007 as Managing Director and Global Head of Sales for Private Equity and Real Estate Fund Services. Kaalund also held leadership roles at Citi\, including Head of Strategy for the Securities and Funds Services Group and Head of Strategic Initiatives for the Consumer Lending Group. \nKaalund began his career at the Federal Reserve Bank of New York and was a Commissioned Bank Examiner. Kaalund earned a Master’s of Public Policy from Duke University and a Bachelor’s from Hampden-Sydney College. He currently serves on the board of INROADS and the Public Policy and International Affairs Program. His previous board services include the Duke University School of Public Policy\, New York City Parks Foundation\, and the Council of Urban Professionals (CUP). He is a member of the Executive Leadership Council\, Truman National Security Program\, and the Aspen Institute Vanguard Society\, where he serves on the Advisory.
URL:https://www.ufscnet.org/event/advancing-black-pathways-program/
CATEGORIES:Economic Empowerment
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DTSTART;TZID=America/New_York:20200603T183000
DTEND;TZID=America/New_York:20200603T200000
DTSTAMP:20260606T060635
CREATED:20200527T230220Z
LAST-MODIFIED:20200527T230220Z
UID:10197-1591209000-1591214400@www.ufscnet.org
SUMMARY:Fed Discount Window And Recent Changes Due To COVID-19
DESCRIPTION:The speaker for the session is Steven McCarther\, Senior Manager of Collateral at the Richmond Federal Reserve Bank and member of UFSC Richmond Chapter.  “Fed Discount Window and Recent Changes Due to COVID-19”. \n\n\nUFSC 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. \nMr. McCarther will discuss the purpose\, function and recent changes to the Discount Window.  The unprecedented changes make the Discount Window a viable option for depository institution’ liquidity needs and is one component detailing how the Federal Reserve is responding to the current pandemic. \nDate: Wednesday\, June 3\, 2020 \nTime: 6:30 pm\, EDT. \nLocation: Virtual and hosted on ZOOM \nRecorded: Yes\, this call will be recorded. \nRegister here at: https://UFSCCovidDiscountWindow.eventbrite.com \n\n\nSpeaker\nSteven McCarther \n\n\n\nSteven McCarther currently serves as a Senior Manager of Collateral in the Credit Risk Management business line of Supervision\, Regulation\, and Credit for the Richmond Fed. He has oversight of all depository institutions pledging collateral within the Fifth District of the Federal Reserve to the discount window. \nAfter holding lending and management positions with Bank of America\, Wachovia and Jefferson National Bank. Steven joined the Federal Reserve Bank of Richmond in 2000 as an Assistant Examiner with the Community and Regional division of Supervision\, Regulation & Credit reviewing state member banks and bank holding companies in the Fifth District until his commissioning in 2004. He also was an Examiner in the Regional Organizations of Complexity and Specialization (ROCS) group whose portfolio included institutions with $3 to $15 billion in total assets. In 2005\, Steven transitioned to the Credit Risk Management department as a Sr. Condition Monitoring performing financial analysis on all Fifth District institutions with access to Federal Reserve services and the Discount Window\, either directly or indirectly. Steven is a certified Federal Reserve Ambassador who speaks regularly to the public and civic groups about the purpose and functions of the Federal Reserve. \nRegister here at: https://UFSCCovidDiscountWindow.eventbrite.com
URL:https://www.ufscnet.org/event/fed-discount-window-and-recent-changes-due-to-covid-19/
CATEGORIES:Education,Online
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20200401
DTEND;VALUE=DATE:20201001
DTSTAMP:20260606T060635
CREATED:20200524T002219Z
LAST-MODIFIED:20200524T002219Z
UID:10080-1585699200-1601510399@www.ufscnet.org
SUMMARY:Leveling Up the Playing Field
DESCRIPTION:“Connecting Minorities and Employers: One Job\, One Resume at a Time”\nBUILDING A SIZABLE MINORITY JOB BANK\nWith your assistance\, the UFSC Job Bank will list open financial services industry positions at various corporations\, organizations and institutions across the country. Companies and institutions will be able to reach highly qualified minority professionals for their open financial services positions and get top candidates in the door. \nhttp://ufscnet2020.044dcfb.netsolhost.com/wp-content/uploads/2020/04/Ola_Truelove_UFSC_Jobs_Init1-1.mp4
URL:https://www.ufscnet.org/event/leveling-up-the-playing-field/
CATEGORIES:Jobs,Resume
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