2020 Conference Public Policy and Advocacy Congress Dodd/Frank Section 342 Board Diversity Proposals Compensation Equity Proposals Institutional and Pension Fund Diversity Initiatives
 

CDIF Benefits

Upon request, the CDIF will provide tailored presentations to senior business leaders regarding ongoing public policy and strategic business developments.

  • Organize new collaborative opportunities for the industry that will bring together policymakers, stakeholders and financial services firms.  These efforts will leverage corporate social responsibility (CSR) programming with a specific focus on synergies of interest with policymakers such as: on-campus recruitment and financial literacy events that will foster greater understanding and ongoing engagement between the financial services sector and targeted colleges and universities; supplier diversity forums with policymakers designed to emphasize opportunities for women-owned and diverse suppliers to contract with financial services firms; and grassroot in-district events designed to highlight workforce diversity and inclusion trends and reshape adverse cultural perceptions of the sector.

  • Advocate for legislative and regulatory policies (federal/state) that enhance diversity and inclusion performance.  CDIF will have an established structure of dedicated committees (such as steering committees, outside advisory committees and subcommittees dedicated to a certain issue or strategy) that will facilitate the policymaking in the regulatory and legislative spheres.

  • Provide regular updates on relevant public policy, regulatory and business developments related to diversity and inclusion matters.  Those updates will include monthly conference calls, bi-weekly newsletters and e-mail updates.

  • Host quarterly (semi-annual) fly-ins to Washington DC.  Attendees will meet with key Members of Congress, Agencies and related stakeholders to educate and inform ongoing legislative regulatory policy.

  • Host public and closed-door conferences and forums that bring together business leaders, bi-partisan policymakers and stakeholders to foster understanding, collaboration and to level-set on strategic business goals. 

 
 
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a member directed forum organized into key committees which direct its activities.

THESE COMMITTEES INCLUDE THE EXECUTIVE, PUBLIC POLICY, BUSINESS PRACTICES AND CONFERENCES & MISSION COMMITTEES.

Each Committee has a Chair who will serve a one-year term, and no more than one representative of each member firm.

 
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CDIF CommitteeS

EXECUTIVE COMMITTEE — Provides strategic leadership and direction in the development and implementation of the overall mission, goals, governance and activities of the CDIF.  The Committee is comprised of one (1) senior leader from up to ten (10), but no more than fifteen (15), member firms.  The Committee is led by a Chair and Vice Chair who serve a term of one (1) year.  The Executive Committee meets on a quarterly basis and as requested by the Chair.

BUSINESS PRACTICES COMMITTEE — Develops and promotes best practices that heighten the efficacy and success of ongoing diversity and inclusion programs in the financial services sector.  The committee develops publications, checklists, forums and communication campaigns to this end.

PUBLIC POLICY COMMITTEE — Provides guidance, direction and support to the CDIF’s leadership with respect to legislative and regulatory matters.  The Committee develops public policy goals and strategies for the CDIF, and engages in the execution of grassroot, grass tops and communication efforts to achieve the CDIF’s public policy goals.

CONFERENCES & MISSION COMMITTEE — Develops, organizes and hosts conferences, forums, roundtables and stakeholder events that heighten the visibility and understanding of diversity and inclusion efforts among CDIF members and stakeholders in the financial services sector.

GOVERNANCE — The Executive Committee Chair shall be succeeded by the Vice Chair in the event the Chair cannot serve for the duration of the one (1) year term. Further, the Vice Chair may serve as acting Chair for the duration of interim term and an additional year as Chair. The Executive Committee meets quarterly and on an ad hoc basis as determined by the Chair.