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FISD Women’s Group – London 2020

March 4, 2020 @ 2:30 pm - 5:00 pm

2:30 P.M. - 3:00 P.M.

Registration & Networking

3:00 P.M. - 3:10 P.M.

Morningstar Welcome and Introduction to Diversity and Inclusion Programs

Suzie Garth, Director of Talent & Culture, EMEA, Morningstar, Inc.

3:10 P.M. - 3:30 P.M.

Introduction to the Women in Finance Charter

The Women in Finance Charter is a commitment by HM Treasury and signatory firms to work together to build a more balanced and fair industry. Firms that sign up to the Charter are pledging to be the best businesses in the sector. The Charter reflects the government’s aspiration to see gender balance at all levels across financial services firms. A balanced workforce is good for business – it is good for customers, for profitability and workplace culture, and is increasingly attractive for investors.

Caroline Lake, Head of Diversity & Inclusion, Brewin Dolphin

3:30 P.M. - 4:00 P.M.

Fireside Chat: The Practical Side of Implementing Gender Diversity Programs

This panel of Morningstar executives will delve into how to take a corporate level diversity pledge, such as the Women in Finance Charter, and implement those goals at the team level. Questions encouraged!


Tracey Shumpert, FIA, Vice President of Membership and Programs, FISD


Mia Goss, Sales Manager, Morningstar UK

Nicola Harley, Head of International Marketing, Morningstar Inc.

Caroline Lake, Head of Diversity & Inclusion, Brewin Dolphin

Cathy McEwing, Director of Product Strategy, EMEA, Morningstar Europe

4:00 P.M. - 5:00 P.M.

Networking Reception


March 4, 2020
2:30 pm - 5:00 pm
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