Recapping the OPEN Finance Forum 2018

OPEN Finance’s 2018 Forum brought together 48 speakers, and over 250 attendees from more than 32 firms, for a day of discussion, debate and planning. The guiding principle behind this year’s Forum was “Measuring Success”.

A special thanks to our host, BNY Mellon, without whom the event would not have been possible, and our sponsors: Deutsche Bank, TD Securities, EY, Amalgamated Bank, Moody’s, Morgan Stanley and Société Générale.  Recognition is also due to our amazing volunteer planning committee.

Over the coming weeks and months, we’ll be working with our participating firms to continue the discussions from the Forum, and to implement the preliminary plans made on the day. Through the power of the employee and business resource groups at our participating firms, we’ll look to measure the success of individual companies, and of the industry as a whole, in identifying and tackling areas of improvement in LGBTQ equality. Our four key take-aways from the Forum are:

  • Promote and support the work of the United Nations Free and Equal, particularly the Standards of Conduct for Business, and increase the quantity, quality and visibility of LGBTQ programming at the World Economic Forum
  • Drive more diverse representation through implementation of Self-ID, stronger representation of LBT women, and raising the benchmark for trans* benefits
  • Measure progress within the industry, and amplify the awareness of OPEN Finance’s impact and the achievements of the financial services industry in LGBT equality
  • Create an amicus brief task force to facilitate sharing of best practices and a more nimble response from the industry

As always, please feel free to reach out to your firm’s OPEN Finance member representative or anyone on the OPEN Finance leadership committee (details here) to share ideas for how we can work together in furthering our mission.


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