Diversity as Competitive Advantage
As demographics and buying power shift, diversity has moved from being a fairness issue to also being a significant business driver. In a multitude of research studies, diversity in senior management has been linked to superior business results, leading to higher returns, lower risk, greater long-term focus, increased innovation and improved stockholder returns. Despite this, progress in corporate America has stalled. As a former senior Wall Street executive and now owner of the professional woman's network, 85 Broads, Sallie Krawcheck provides unique insights, based on real-world experience into how companies can improve their diversity results.
Leadership Lessons Learned from Working for 7 (Yes, 7) Financial Services CEOs in the Best and Toughest of Times
Sallie Krawcheck has been on the front lines of financial services for the past two-plus decades. During that time, she has led and managed complex businesses through some of the most volatile markets in history. At the same time, she has had a front-row seat in working directly for seven financial services CEOs, at all points in their career spectra, gleaning important insights into leadership during crisis on what works and what fails. Offering sharp insight, laced with humor, Sallie Krawcheck lays out the most important lessons in leadership, and particularly in leadership under fire.
Women and Money: Insights from the “Most Powerful Woman on Wall Street”
The U.S. is in the midst of a financial planning crisis and nowhere more so than among women. Women live on average six years longer than men, but save just two-thirds as much for retirement. The causes are widespread, from earning less than men at every stage of their careers to outsourcing financial management to the men in their lives.
This talk can be tailored to women’s groups looking for how to engage on this, or to financial services firms who see this as a business opportunity:
For women’s groups: Krawcheck brings practical advice and tips, learned both from her business background, as well as from her own personal experience, for women at every stage of their lives.For businesses: The business opportunity that this presents is significant, but it’s not as easy as putting a pink bow on the checking account. Many firms have failed in the pursuit of women. Krawcheck offers insights into this important and growing market, which derive from her business as well as her personal experiences.
The Outsider Inside: The “Last Honest Analyst” on the Future of Financial Services
As a top-ranked research analyst, a chief financial officer and senior manager in financial services over the past 20 years, Sallie Krawcheck has an unmatched perspective on the financial services industry. It is an industry whose future is uncertain, given stepped-up regulation, populist anger, an unfavorable operating environment and the increasing importance of technology. Unraveling the secular from the merely cyclical is challenging but crucial, both for the industry, as well as for the broader economy. Krawcheck does so with an insider’s knowledge and an analyst’s perspective.
The Outsider Inside: The “Last Honest Analyst” on the Future of Wealth Management
The wealth management business is the subject of much commentary by industry pundits…a good portion of it wrong. The business is in many ways stronger than conventional wisdom would have it—but faces some significant obstacles and headwinds that if not addressed will have a meaningful impact on the business (as well as its cousins, the asset management and research businesses). Having run two of the largest wealth management businesses in the world, Sallie Krawcheck offers insider insights, many counterintuitive, into the business that financial services professionals will find useful as they participate in, partner with or serve that business.
Sallie Krawcheck’s mission is to help women reach their financial and professional goals (or, put more bluntly, to get more money into the hands of women), thus enabling them to live better lives and unleashing a positive ripple effect for our families, our communities and our economy. She is the CEO and co-founder of Ellevest, a digital-first, mission-driven investment platform for women. Ellevest is one of the fastest growing digital investment platforms and has been named a #24 on CNBC’s top 50 "Disruptor" list, #14 on LinkedIn’s 50 “Most Sought-After Startups” ( #2 in New York), and one of Entrepreneur Magazine’s Top 100 Brilliant Ideas. Krawcheck is also Chair of Ellevate Network, a 135K-strong global professional women’s network; and she is the best-selling author of “Own It: The Power of Women at Work.”
Krawcheck, one of the few executives to find success in large complex companies and as a startup CEO, is widely recognized as one of the most influential women in business. She has been recognized by Inc. as a “Top Female Founder”, called "The Last Honest Analyst" by Fortune magazine, was named the seventh most powerful woman in the world by Forbes, was # 9 on Fast Company's list of the "100 Most Creative People in Business and is considered one of the "Most Influential People in ESG Investing" by Barron's." She has been called one of the top 10 up and coming entrepreneurs to watch by Entrepreneur Magazine and has landed on Vanity Fair’s “The 2018 New Establishment List.”
Before launching Ellevest, Krawcheck built a successful career on Wall Street: She was the CEO of Merrill Lynch, Smith Barney, US Trust, the Citi Private Bank, and Sanford C. Bernstein. She was also Chief Financial Officer for Citigroup. Prior to that, Krawcheck was a top-ranked research analyst covering the securities industry.
Krawcheck received a BA summa cum laude from the University of North Carolina at Chapel Hill and an MBA with honors from Columbia Business School. She has two children and two cats.