Virtual Think Tank Series
It Is About the Money: Aligning your Financial Wellness and DEI initiatives to Help Employees Build Wealth for their Families
Thursday, February 18, 2021 • 3:00 PM – 4:00 PM (ET)
Companies play a massive role in the social fabric of our country. The social justice movements of 2020 have highlighted a number of structural and economic inequities that exist in our society. Organizations now have a unique opportunity to make significant progress in addressing historic inequities. Fortunately, we (especially the “people” functions) can make a huge impact but, many don’t know where to start.
Understanding the past and present culprits of economic injustice will set a strong foundation for progress. Acknowledging how financial wellness plays a role in economic advancement is a crucial step in the right direction. Organizations can provide tools to help employees define realistic financial possibilities based on income, trajectory and life stage. Knowing – and embracing – your organization’s starting point is a guide for what’s possible in the near term with your DEI and broader wellness activities.
This session is designed to bring together a multi-faceted group of HR and Benefits leaders and share best practices for supercharging your DEI efforts with financial literacy and support.
Alok Deshpande is the co-founder and CEO of SmartPath, a corporate financial wellness provider delivering human-centric, unbiased coaching. Alok started SmartPath in 2010 to offer effective and consistent guidance to the middle class. Today, SmartPath reaches tens of thousands of individuals every year through financial education and coaching programs at leading corporations nationwide.
“It’s been a dream come true helping families move from chaos to confidence with their finances.”
Alok is the author of Fuel: The Most Important Number in Your Financial Life , serves as a thought leader for the Wall Street Journal, and regularly appears as a financial expert on CNN, ABC, NBC, Employee Benefits News, BenefitsPro, HR Future and HR Daily Advisor , among others. In 2020, Alok also received the Emory University School of Medicine Dean’s Teaching Award in recognition of superior teaching of medical students and dedication as a mentor.
Prior to launching SmartPath, Alok was a Manager at Bain & Company where he served as an advisor to Fortune 500 financial service and technology companies. He received a BBA with high distinction from Emory’s Goizueta Business School, an MBA from Harvard Business School, and is an alumnus of the prestigious startup accelerator Y-Combinator.
Alok is a member of Lead Atlanta, a leadership development and community education program, and stays active in his local community through volunteering and nonprofit board positions. He resides in Atlanta, Georgia with his wife Nina and son Deven.
For more information about Alok and SmartPath, visit JoinSmartPath.com.
Tynesia Boyea-Robinson exemplifies cross-sector leadership. In her book, Just Change: How To Collaborate For Lasting Impact, Tynesia shares her experience investing in cities and leaders across the country. The goal of Just Change is to help readers understand what’s working, what’s not working and why in order to improve their own communities. Tynesia’s experience as an entrepreneur, Six Sigma blackbelt, and technologist uniquely positions her to catalyze a results-driven era of social change. In her previous role as Chief Impact Officer of Living Cities, Tynesia was responsible for ensuring $100M of investment produced outcomes that improved the lives of low income people across the country.
In 2011, Boyea-Robinson founded CapEQ, formerly Reliance Methods, to help Fortune 500 clients like the Carlyle Group, Marriott, and others change the way the world does business. Tynesia has been religiously leading and writing about enterprises that “do well and do good” for over a decade. As President and CEO of Reliance Methods, she continues to demonstrate how business and community goals can powerfully align towards mutual outcomes.
Tynesia relies on her deep experience as a social change agent to advise clients. For example, she leveraged effective cross-sector partnerships to help establish the Social Innovation Fund and the Workforce Investment and Opportunity Act. Additionally, as founding Executive Director of Year Up National Capital Region (NCR) she raised $20M, was recognized by President Obama, and supported the organization to ensure thousands of low-income young adults are hired in careers with family sustaining wages.
Earlier in her career, Tynesia was a leader within several business units at General Electric. From transforming the entire company to utilize technology for online sales to leading an international mortgage bank acquisition, her experience at GE groomed her to achieve outcomes regardless of industry.
Tynesia has been a featured speaker for a broad array of audiences including South by Southwest and the White House Council for Community Solutions. She has published several articles, which have been featured in the Washington Post, Forbes and in Leap of Reason: Managing to Outcomes in an Era of Scarcity. Her work was also highlighted in the New York Times bestseller A Year Up as well as in the Harvard Business School case study Year Up: A Social Entrepreneur Builds High Performance. She serves on numerous boards and committees.
Boyea-Robinson received her MBA from Harvard Business School and has a dual degree in Electrical Engineering and Computer Science from Duke University. She and her college sweetheart, Keith, are committed to indoctrinating their children, Dylan and Sydney, with a love of Duke basketball and all things geeky and sci-fi.