Episode Summary

As the InvestmentNews Podcast reaches its 80th episode, Bruce and Jeff tackle big industry issues with Brian Hart from KPMG, including when and how employees are expected to return to the office, and talk to Sonya Dreizler of hellochoir.com, which is a trailblazer in the effort to set new industry standards for diversity at big conferences.

Episode Notes

In this episode, you'll hear about:  

• What happened to big firm plans to return to the office by January 2022?
• When will we be called back to the office?
• In this work-from-home culture, how do companies retain talent and incentivize a return to the office?
• What are the regulatory challenges of a work-from-home culture?
• Hellochoir.com launches with the goal of setting a new industry standard for diversity in the big conference space.
• How does Choir qualify a conference?

Related Article: www.investmentnews.com/advisers-focus-working-from-home-in-2022

Guest Bio:

Brian Hart leads KPMG’s Financial Services Regulatory and Compliance Risk Network in the U.S. In that capacity, he supports clients across the financial services and regulatory sectors to devise and implement large scale programs that combine driving commercial benefits (lower cost, greater scalability and effectiveness of compliance and risk management programs) while improving alignment with regulatory expectations and improved risk-taking.

Sonya Dreizler is co-founder of Choir. She is an author and speaker, and an outspoken advocate for racial and gender equity in financial services. She has a 20-year history in the field, including serving as a broker-dealer and RIA executive.