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Mass Bankers Association Diversity Equity and Inclusion Summit
October 24, 2024
Mass Bankers presents the 2024 Diversity, Equity, and Inclusion Summit!
Join us to hear from engaging speakers on current hot topics and strategies on cultivating diverse and inclusive environments in the workplace. The event also features an update from our DEI Council members on our accomplishments and the state of our current initiatives.
Who Should Attend?
DEI Officers and staff, HR Managers, and all banking professionals looking to support DEI initiatives at their banks!
Date & Time
October 24th, 2024
8:30AM Registration, 9:00AM Program Start, 2:00PM Program Concludes
Open Forum: DEI Success Stories & Challenges
There will be an open forum to discuss the topic of DEI success stories and challenges. Please submit your stories in advance to Tanya Duncan at tduncan@massbankers.org. Upon receipt, individuals will be contacted.
2024 DEI Council Members
Co-Chairs
- Darryl Fess, President & CEO, Brookline Bank
- Ive Gonzales, SVP, DEI Director, Eastern Bank
Ex-Officio
- Peter Brown, President & CEO, Dedham Savings
Council Members
- Emilie Bajorek, SVP, Communications, Cape Cod Five Cents Savings Bank
- Susan Brown, SVP, Administration, Lee Bank
- Kara Clark, SVP, Chief Financial Officer, Winchester Co-operative Bank
- Suzanne Dupre, SVP, Chief Human Resources & Diversity Officer
- Martie Dwyer, SVP, Citizens Commercial Banking, Citizens Bank
- Lisseth Flores, SVP, Human Resources, North Shore Bank
- Sheila King-Goodwin, SVP, Chief Community Banking Officer, Fidelity Bank
- Thomas Golden, VP, CRA Officer, Rockland Trust
- Jamar Green, VP CRA/Lending Compliance Officer, Coastal Heritage Bank
- Elena Harootunian, Senior Vice President, Director of Human Resources, BankNewport
- Lee Ann Hesse, SVP, Chief Engagement Officer, The Cooperative Bank of Cape Cod
- Victoria Kane, Chief Human Resource Officer, Dedham Bank
- Beth McNeff, VP, Director of Human Resources, Newburyport Bank
- Lori Meads, President & CEO, Seamen's Bank
- Dan Moriarty, President & CEO, Monson Savings Bank
- Helena Moronta, FVP, Diversity Equity & Inclusion Officer, BayCoast Bank
- Mary Penkala, Chief Human Resouce Officer, Dean Bank
- Rebecca Regnet, Chief Talent Officer, Newburyport Bank
- Beverly Somerville, VP, CRA Officer, Dedham Savings
- Caitlin Williams, Deposit Operations Officer, Main Street Bank
Workforce Training Fund Program
The 2024 Diversity, Equity, and Inclusion Summit is eligible for the Express Program as part of Massachusetts' Workforce Training Fund Program.
The Workforce Training Fund Express Program assists companies in addressing their staff training needs by providing access to grants. To receive the grant, banks need to complete a short online application to request grant funds. Grant recipients with under 100 Massachusetts employees may receive full reimbursement of the cost of training upon completion of an approved course, up to $20,000 per calendar year. Financial institutions with over 100 Massachusetts employees are now encouraged to submit General Program applications. The deadline to apply for the grant is 21 days before the program begins.
The Course ID for the 2024 Diversity, Equity, and Inclusion Summit is #C-2983. Mass Bankers strongly urges you to complete the process as soon as possible to ensure that your application is approved in time. For more information or to apply, visit the Workforce Training Grant Express Program site. Please note that your bank must have a Certificate of Good Standing. Click here to request one.
Agenda
| 8:30 am | ||
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Registration & Breakfast
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| 9:00 am | ||
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Welcome & Opening Remarks
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Tanya Duncan, EVP, Revenue and Strategy, Mass Bankers Association Darryl Fess, President and CEO, Brookline Bank |
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| 9:10 am | ||
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Engaging Banks with the Hispanic Market
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Eduardo Crespo, CEO, Hispanic Market Solution Explosive is a word that describes the growth and power of this market segment. It is a true eye-opener that goes beyond the demographic and economic numbers. Attendees are usually amazed at the implications and new untapped opportunities this market represents. This workshop presents an applicable framework that begins with a historical perspective and ends with recommendations for banks “transitioning” to meet this new opportunity. |
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| 9:50 am | ||
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Engagement and Investments to Promote Community Development in Underserved Areas and Emerging Communities
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Moderator: Helena Moronta, FVP Diversity Equity & Inclusion Officer, BayCoast Bank Panel: Alexandra Nova, Chief Operating Officer, Nectar Community Investments Sue Murray, Executive Director, South Eastern Economic Development (SEED) Corp |
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| 10:30 am | ||
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Coffee Break
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| 10:40 am | ||
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Panel: MBA DEI initiatives
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Moderator: Tanya Duncan, EVP Revenue & Strategy, Mass Bankers Panel: Community College Outreach, Thomas Golden, VP Director of CRA & Fair Banking, Rockland Trust Getting Started in DEI, Darryl Fess, President & CEO, Brookline Bank |
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| 11:10 am | ||
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Civility in the Workplace
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Speaker: Steven Bernstein, AllOne Health Learning to Get Along From religion to politics, diverse opinions, and attitudes often find their way into the workplace—and sometimes have a polarizing effect. Learn to recognize the differences between individuals and explore the concept of implicit bias. We’ll also discuss strategies for creating a productive work environment that appreciates diversity while allowing freedom of expression. |
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| 11:50 am | ||
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Discussion Groups: DEI Success Stories, Challenges, and Tips to Become More Inclusive at Your Bank and In Your Community Now
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| 12:40 pm | ||
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Report Out From the Groups
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| 1:00 pm | ||
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Evaluations & Networking Lunch
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| 2:00 pm | ||
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Program Concludes
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Speakers
| Name | Organization | Speaking At |
|---|---|---|
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Darryl Fess
<p>President & CEO, Brookline Bank</p>
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Brookline Bank | MBA DEI initiatives |
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Eduardo Crespo
<p>CEO, Hispanic Market Solution</p>
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Hispanic Market Solution | Engaging Banks with the Hispanic Market |
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Helena Moronta
<p>FVP Diversity Equity & Inclusion Officer, BayCoast Bank</p>
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BayCoast Bank | Engagement and Investments to Promote Community Development in Underserved Areas and Emerging Communities |
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Kathleen Murphy
<p>President & CEO, Mass Bankers</p>
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Mass Bankers Association | Welcome & Opening Remarks |
| Steven Bernstein | AllOne Health | Civility in the Workplace |
| Susan Murray | SEED Corporation | - |
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Tanya Duncan
<p>
<span style="font-size:12pt">
<span style="background:white">
<span style="font-family:Aptos,sans-serif">
<span style="color:#212121">EVP Revenue & Strategy, Mass Bankers</span>
</span>
</span>
</span>
</p>
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Mass Bankers Association | MBA DEI initiatives |
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Thomas Golden
<p>VP Director of CRA & Fair Banking, Rockland Trust </p>
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Rockland Trust Company | MBA DEI initiatives |