THURSDAY, JUNE 12 | 1:15 PM
Collaborative Financial Planning
Success in wealth-building requires teamwork. Experts discuss how professionals and families can collaborate to create stronger financial futures
Terrence Quinn, Esq. - Moderator
President & Founder
The TQG Law Firm
Kerwin Brown
Executive Director
Tanner Community Development Corporation
Beverly Winstead, Esq.
Tax Attorney
Law Office of Beverly Winstead
Sheena Gray
CEO
Association of African American Financial Advisors
Thursday, June 12 | 2:30 pm
AI and Professional Consultation Services
Artificial intelligence is transforming financial services. This session covers how AI enhances estate planning, legal consultations, and strategic decision-making.
Kerwin Brown - Moderator
Executive Director
Tanner Community Development Corporation
Kisha A. Brown, Esq.
CEO & Founder
Justis Connection
Thursday, June 12 | 3:45 PM
Health Disparities Impact on Wealth Building
Health directly affects financial stability. Experts reveal how disparities in healthcare access impact wealth-building and long-term financial success.
Lori Gay - Moderator
President & CEO
Neighborhood Housing Services Los Angeles (NHS)
Joy D. Calloway
CEO
National Medical Association
Ricki Fairley
CEO & Co-Founder
TOUCH
George McFarland
CEO
African American Health Program
THURSDAY, JUNE 12 | 6:00 PM
Fireside Chat - Bridging the Racial Wealth Gap a Possibility?
Industry leaders explore pathways to economic equity. This discussion addresses challenges and strategies for closing the racial wealth gap through financial planning.
Aimee Griffin, Esq.
President & Chair
Association of Black Estate Planning Professionals (ABEPP)
Omari Aarons-Martin
President & CEO
National African American Insurance Association (NAAIA)
Jamal Watkins
Senior Vice President of Strategy and Advancement
NAACP
Sheena Gray
CEO
Association of African American Financial Advisors
FRIDAY, JUNE 13 | 9:00 AM
Impact of Estate Planning on Wealth Gap
Estate planning is vital for financial security. Learn how wills, trusts, and tax strategies help protect assets and close the racial wealth gap.
Aimee Griffin, Esq. - Moderator
President & Chair
Assocation of Black Estate Planning Professionals (ABEPP)
Broderick Young, CFP
Principal & Financial Advisor
Reveal Wealth
Kisha Ward
Founder
K. Ward & Co.
Kenneth Kelly
Chairman & Ceo
First Independence Bank
FRIDAY JUNE 13 | 10:00 AM
Community Development Financial Institutions (CDFI)
CDFIs play a key role in financial empowerment. Experts discuss how these institutions support underserved communities through funding, loans, and business growth.
Lori Gay - Moderator
President & CEO
Neighborhood Housing Services of Los Angeles County (NHS)
Amber Banks-Bond
President
African American Alliance of CDFI CEOs
B. Doyle Mitchell, Jr.
CEO
Industrial Bank
FRIDAY JUNE 13 | 11:00 AM
Heir Shares
Understanding inheritance rights is crucial for wealth preservation. This session covers equitable distribution, probate considerations, and strategies for protecting family assets.
Hermond Palmer - Moderator
Vice President, Outreach and Inclusion
National Foundation for Credit Counseling (NFCC)
Cerissa O'Neal, Esq.
Founder & CEO
Milestone Title
Joe Leonard, Jr.
Assistant Vice President, External Affairs
Howard University
Ebonie Alexander
Executive Director
Black Family Land Trust, Inc.
Friday June 13 | 12:00 PM
Luncheon Speaker and Awards
Maria Griffin
Founder
Griffin Associated
Hermond Palmer
Vice President, Outreach and Inclusion
National Foundation for Credit Counseling (NFCC)
Dr. Andre M. Perry
Senior Fellow & Director
Center for Community Uplift at the Brookings Institution
FRIDAY, JUNE 13 | 1:30 PM
Strategic Charitable Giving to Empower the Community
Discover how charitable giving and philanthropy can fuel lasting change in Black communities. Panelists will share tax-smart giving strategies, foundations, and donor-advised funds. Gain insights into building wealth and creating a sustainable impact.
Emerald Adeyemi - Moderator
Strategist
National Center for Family Philanthropy
Tahira Christmon
Vice President of External Affairs
A Philanthropic Partnership for Black Communities (ABFE)
Angela Glover
Principal Advisor
St. Jude's Children's Research Hospital
ALSAC
Aquanetta Betts
Director of Planned Giving
George Mason University
FRIDAY JUNE 13 | 2:45 PM
Advocacy Actions for the New Administration/Reparations Diversity
This session covers policies and advocacy efforts for reparations and financial equity. Experts will discuss legislation, community engagement, and strategies to drive change. Learn how diversity-focused economic initiatives can close historical gaps.
Aimee Griffin, Esq. - Moderator
President & Chair
Association of Black Estate Planning Professionals
Angela Dingle
President & CEO
Women Impacting Public Policy
Zina Pierre
President & CEO
Reyarp Strategies Group
Jamal Watkins
Senior Vice President of Strategy and Advancement
NAACP