NAPFA Genesis Webinar - Advancing DEI in Your Firm & the Profession


Online Webinar  
Tuesday, May 24, 2022 3:00 PM - 4:00 PM   iCalendar Eastern Standard Time

Presented by: John Eing, CFP®, CPA, MBA, co-chair of NAPFA’s Diversity, Equity, & Inclusion Committee

Earn 1 NAPFA CE in G – Ethics

Content Level: Intermediate

Member: $39; Non-Member: $59

Free to NAPFA Genesis members, courtesy of LLIS. To register, use the promo code previously emailed to you, or log in to NAPFA Engage to find the code in the Announcement of the NAPFA Genesis community.

Join NAPFA Genesis for an important program on diversity, equity, and inclusion (DEI) with presenter John Eing, CFP®, CPA, MBA, co-chair of NAPFA’s Diversity, Equity, & Inclusion Committee. Does your firm have a DEI strategy, or can you help implement one? What is included in a comprehensive DEI initiative? This webinar will help you understand your role and opportunities in your firm’s and profession’s DEI initiative, and perhaps give you some new ways to think about embarking on or continuing DEI efforts.

Learning Objectives:

  • Understand the definitions of diversity, equity, and inclusion
  • Learn key components of DEI at your firm: culture, hiring practices, people, and inclusion
  • Learn how you can be a part of advancing the DEI initiative within your firm and the financial planning industry

Speaker Bio:

John Eing, CFP®, CPA, MBA, is the chief strategy officer and a partner at Quantum Financial Advisors in Santa Monica, CA. Prior to Quantum, Eing was the controller of Wells Fargo’s $30 billion asset-based lending group. He serves as the co-chair of NAPFA’s Diversity, Equity, & Inclusion Committee and was recently recognized by the editors of Financial Planning magazine as one of the 22 professionals who will transform wealth management in 2022. Eing earned his MBA from the Anderson School of Management at UCLA, and a BA in Economics from UC Berkeley.

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