The Business Case for DEI in Banking

The Business Case for DEI in Banking

Wednesday, May 31, 2023 
2:30 pm – 4:00 pm Eastern

The business case for Diversity, Equity and Inclusion (DEI) is stronger than ever. This webinar will provide bankers a comprehensive review of the moral, economic and financial rationale for strategic investments in DEI policies, practices and programs.

If the financial services industry is to truly earn the full trust and respect of all segments of our society, banks must be as diverse as the communities in which they operate and serve. In this session, participants will learn why Diversity, Equity, and Inclusion (DEI) initiatives are critical to their institution’s long-term success and profitability. An extensive body of research suggests that organizations that excel at DEI are higher-performing companies measured by business, financial, brand, and talent outcomes. It is more important than ever for banks to implement policies and practices that welcome and engage talent across a diverse range of identities inclusive of race, ethnicity, gender identity, and sexual orientation. For younger job seekers and Gen Z employees especially, diversity and inclusion in the workplace are not a preference. They are a requirement.

What You Will Learn:

  • The state of inequality in America
  • The state of DEI in financial services
  • The economic cost of Black inequality
  • How DEI drives employee engagement
  • How diverse teams drives business performance
  • Understand how a culture of inclusion underpins all DEI efforts

Who Should Attend? 

Executive leadership, management, supervisors, human resources, corporate trainers and anyone responsible for advancing a culture of belonging and psychological well-being will benefit from this course.


Francis Janes

Francis Janes serves as the Industry Relations and Partnerships Director for Beneficial State Foundation. In this role, Francis supports financial institutions with their Corporate Social Responsibility strategies and ESG initiatives. Prior to joining Beneficial State, he was an Associate Director at the International Living Future Institute. At the Institute, Francis led the development of a social equity in the workplace organizational assessment framework branded as the JUST Program. Prior to his work at the Institute leading the JUST Program, Francis worked in the financial services sector in a variety of management roles including five years as Vice President Relationship Manager at Beneficial State Bank. Prior to his work in the financial services industry, Francis was a Senior Account Executive with SHL Systemhouse and delivered Information Technology consulting and solutions to Fortune 500 companies.

About Beneficial State Foundation:
Beneficial State Foundation is a 501(c)3 nonprofit that works to advance financial justice and impactful systemic change in our communities and in the banking system. The foundation is the founding investor of Beneficial State Bank, a triple-bottom-line certified Community Development Financial Institution, and the administrator of the Clean Vehicle Assistance Program which provides grants and affordable financing to help income-qualified Californians to purchase clean vehicles.

Attendance verification for CE credits provided upon request.

Webinar Sponsored by OnCourse Learning (Total Training Solutions)

If you are having issues with registering online, please contact CBAO's Education, Training & Special Event Coordinator, Malia Widder, (614) 610-1877.

Registration Options (Member/Non-Member Pricing)

Live + 1 Month on Demand ($279/$420) – Attend the live event and receive 1 month of unlimited access to the OnDemand Playback and links to presenter materials and supplementary handouts.

Live + 12 Months on Demand ($389/$585)  – Attend the live event and receive 12 months of unlimited access to the OnDemand Playback and links to presenter materials and supplementary handouts. 

Live + 12 Months on Demand + Digital Download ($419/$630) – Attend the live event and receive 12 months of unlimited access to the OnDemand Playback and links to presenter materials and supplementary handouts. Also receive a digital download of the webinar recording.

Additional Live Attendee ($75/$115) – Registering another banker from a different location for live access.

Sign in or create an account to register Last day to register is 12/1/2023