Delaware State University DEEP Day 2021 Program Booklet

2021

SEVENTH ANNUAL DELAWARE EXECUTIVE EXCHANGE PROGRAM

DEEP DAY Shaping the Future: A Whole New World Thursday, October 14, 2021 | 9 a.m.-4:30 p.m.

WELCOME TO DEEP DAY >> Message from the Dean

The College of Business shapes the future by shaping its next generation of leaders through curricular and co-curricular engagement that uniquely challenges them to become “Students of Problems, Not Disciplines.” This philosophy is the vehicle on which our students are challenged to become both global citizens and solutionists. To this end, this year’s DEEP Day will serve as the impetus for diverse and inclusive discussions amongst today’s thought leaders and tomorrow’s change agents.

I would like to thank our corporate sponsors for making the 7th Annual DEEP Day possible. A special note of appreciation goes to our Office of Student Engagement, planning committee, and faculty, staff and student volunteers for their leadership, support, and enthusiasm in bringing this event to you today.

Mother Teresa noted, “Yesterday is gone. Tomorrow has not yet come. We have only today. Let us begin today.”

Let’s begin with DEEP Day! Thus, take advantage of your surroundings; engage in meaningful conversation — go DEEP; and establish lasting connections.

Sincerely,

Michael H. Casson Jr., Ph.D. Dean College of Business Delaware State University

“

Yesterday is gone. Tomorrow has not yet come.

We have only today. Let us begin today.” — Mother Teresa Let’s begin with DEEP Day!

PURPOSE of Deep Day

The Delaware Executive Exchange Program (DEEP) Day, sponsored by the College of Business at Delaware State University, is designed to develop students’ soft skills to help them become qualified business professionals.

In the College of Business, our top priority is to ensure that students get a quality education and are empowered with academic and professional competencies to succeed in today’s global workplace. Each student has an Individual Development Plan (IDP) built on the Business Education Student Transformation (BEST) model. The BEST model creates a road map for student success that includes: soft skills, mentoring, conferences, field trips, business case competitions, internships and job placement.

To this end, the DEEP Day agenda supports BEST by allowing students to gain relevant knowledge on such topics as: driving innovation, collaboration and teamwork, personal branding, and the art of the interview.

DEEP Day helps lead students down a cocurricular pathway which prepares them to transition from the Delaware State University classroom to the executive boardroom. College of Business students are given an opportunity to build on their academic foundation and expand their experiences with a focus on career readiness. DEEP Day is a premier event that assists students on their journey toward becoming successful business executives with a global perspective.

AGENDAS >> In Person 8:30 a.m. to 9 a.m.

9 a.m. to 9:10 a.m.

9:15 a.m. to 9:50 a.m.

10 a.m. to 10:30 a.m.

10:40 a.m. to 11:10 a.m.

11:15 a.m. to 11:55 a.m.

12 p.m. to 1 p.m.

12 p.m. to 2:45 p.m.

1 p.m. to 1:45 p.m.

2 p.m. to 2:45 p.m.

3 p.m. to 4:15 p.m.

4:15 p.m. to 4:30 p.m.

4:30 p.m.

Check In and Continental Breakfast

1st floor lobby

Welcome Address

BOA 113

Opening Keynote BOA 113 Session I Beyond the Resume BOA 111 What’s Your Leadership Legacy?

BOA 217 Personal Board of Directors BOA 201 Session II Leveraging LinkedIn BOA 105 Emotional Intelligence BOA 111 Sell Your Skills: Building Your Personal Brand BOA 217 Navigating Corporate America as an African American Panel Discussion

BOA 113

Lunch and In-person Company Info Fair 1st Floor Lobby Corporate Partner Lunch BOA 309 Garage Innovation Tours Virtual Company Info Fair Log in to vFairs to connect with all corporate partners Demystifying the Financial Planning and RIA industry Panel

BOA 113

JPMorgan Chase Entrepreneurship Session BOA 217 Business Case Competition

BOA 113

Raffles and Giveaways

BOA 113

Closing Remarks and Grand Prize Raffle

BOA 113

>> Virtual 8:45 a.m.

9 a.m. to 9:10 a.m.

9:15 a.m. to 9:50 a.m.

10 a.m. to 10:30 a.m.

Opening

Welcome Address

10:40 a.m. to 11:10 a.m.

Beyond the Resume What’s Your Leadership Legacy?

Personal Board of Directors

Opening Keynote Session I (Choose one)

Session II (Choose one)

Leveraging LinkedIn

Emotional Intelligence

Sell Your Skills: Building Your Personal Brand

11:15 a.m. to 11:55 a.m. Navigating Corporate America as an

African American Panel Discussion Raffle/Giveaway

12 p.m. to 1 p.m.

Lunch Break (Box Lunch Served in BOA1st Floor Lobby)

12 p.m. to 2:45 p.m.

Virtual Company Info Fair

1 p.m. to 1:45 p.m.

Demystifying the Financial Planning

and RIA industry Panel

2 p.m. to 2:45 p.m.

JPMorgan Chase Entrepreneurship Session

3 p.m. to 4:15 p.m.

Business Case Competition

4:15 p.m. to 4:30 p.m.

Raffles and Giveaways

4:30 p.m.

Closing Remarks and Grand Prize Raffle

KEYNOTE

Jillian “JJ” James Senior Associate Controller | Corporate Controllers JPMorgan Chase

Speaker

JJ James, a Brooklyn native, has worked at JPMorgan Chase for the past 23 years. She spent 18 years in New York supporting senior leadership at the firm in an Administrative/Business Management capacity. In New York, James was responsible for coordination of the Corporate & Investment Bank’s monthly and quarterly business reviews with the CEO and the Operating Committee. James was also responsible for the centralized execution and maintenance of all steering forums within CIB Programs & Governance.

In 2016, James transitioned to primarily Business Management in Delaware and became more involved with the People Agenda, responsible for yearly planning and execution of onboarding along with being a liaison to the GF&BM Analyst program. The Analyst program provided insight to the analysts’ experience and opportunities to impact and improve the program. In 2020, James was nominated to the Corporate Controllers Diversity Council. In this capacity, James has advocated for URGs (underrepresented groups) by leading, creating and implementing programs like Diversity Champions, which was adopted by the organization in March 2021. As a Diversity Equity & Inclusion (DE&I) lead, James is trying to create opportunities for current and future leadership at JPM along with the equitable landscape which is needed for success.

Work within the DE&I program has led James to achieve certification from the University of South Florida in Diversity Equity and Inclusion in the Workplace in May 2021, and she is currently working on obtaining a degree in Organizational Leadership.

WORKSHOPS & Panel Discussions >> BEYOND THE RESUME Often students know the importance of having a good resume in order to be competitive in the job market; however, they might not be aware of the full scope of the hiring process. In this session, students will learn aspects outside of the resume that influence the hiring process, such as leaderships skills, professionally appropriate social media presence, and the hiring/onboarding process. Students will not only be set up for success in the hiring process but far beyond the resume.

Speaker: David Femi, M&T Bank

>> LEVERAGING LINKEDIN LinkedIn is a great resource to leverage in the professional world and a critical aspect of the hiring and networking process. In this session, students will learn how to move beyond creating a LinkedIn profile to utilizing the platform to make connections, build a network, and stand out professionally. Your first job might be just a connection away.

Speaker: Jaqueline Gilbert, JW Warren LLC

>> WHAT’S YOUR LEADERSHIP LEGACY? There are some that think leadership is just based on title or rank, when actually it’s based on action, not position! We are all leaders in our own right. Leaders believe they have something to offer … dedicate themselves to making a difference … are sensitive to issues impacting others … and take action to produce results. Please keep that in mind as you register for this session.

Speaker: Monica Curry, Subaru

>> EMOTIONAL INTELLIGENCE Emotional intelligence is a skill. This session will help students understand emotional intelligence and how it affects your interactions with others. Learn tools to increase your self-awareness, become more confident, improve your communication, stay in control, and stop letting negative emotions derail your success.

Speaker: DaJuan Lucas, Vanguard

>> NAVIGATING CORPORATE AMERICA AS AN AFRICAN AMERICAN In this session, students will learn from seasoned professionals in various industries how to successfully navigate their career when encountering some inevitable challenges as an African American.

Panelists: Keith Merritt, Kevin Williams (Barclays), Archie Payne (Visa) and Ricky Jones (Travelers)

>> SELL YOUR SKILLS: BUILDING YOUR PERSONAL BRAND Personal branding is identifying your assets, characteristics, strengths, and skills as an individual. Personal branding is important in your career advancement; whether you’re looking for an internship, want a job, are aiming to grow your name recognition, or are just interested in determining how you come across to others, building and maintaining a strong personal brand is an important key to finding success. Join this session and learn how to sell your skills by being YOU! Speakers: Sean Corcoran, Sharana Worsley, Osamase Ekhator and Jaleesa Whitley, Citizens Bank

>> PERSONAL BOARD OF DIRECTORS: DO YOU HAVE ONE? In this session, you will learn the importance of having a personal Board of Directors and how to create your own personal Board to help with your networking and career development.

Speaker: Ted Dwyer, Bank of America

>> JPMORGAN CHASE ENTREPRENEURSHIP PANEL Join this session to learn how JPMorgan Chase is helping entrepreneurs through its Advancing Black Entrepreneurs Platform and its one-on-one mentorship and coaching approach with its Senior Business Banking Consultants focused on Minority Entrepreneurs.

Speaker: Kristina Sicard, JPMorgan Chase & Co.

>> DEMYSTIFYING THE FINANCIAL PLANNING AND RIA INDUSTRY The Registered Investment Advisor (RIA) space is the fastest growing segment in financial services. A career in the RIA space enables you to experience a dynamic industry, one centered on client satisfaction and innovative ways of managing client assets. Learn about the structure and expanding opportunities within the industry to broaden your understanding of where a career in the RIA industry can take you.

Join us as two successful RIA firms share their journey and opportunities within this industry, moderated by DSU student Sonia Heredia. This session is brought to you by Schwab Advisor Services in partnership with Charles Schwab Foundation.

Panelists: Yonhee Choi Gordon, JMG Financial Group, and Malcolm Ethridge, CIC Wealth Management

Corporate

PARTICIPANTS >> Panelists & Speakers            

Monica Curry Ted Dwyer Malcolm Ethridge David Femi Jacqueline Gilbert Yonhee Choi Gordon Ricky Jones DaJuan Lucas Keith Merritt Archie Payne III Kristina Sicard Kevin Williams

>> Mock Interviewers           

Maysa Ahmed Alisha Bell-Campbell Tangela Billups-Selby Herbert Broadwater Eugene Evans Erika Fosu Marlina Mejia Jill Marinelli Alfreda Nwosu Archie Payne III George Walker

Maysa Ahmed Maysa Ahmed is a Forensic Accountant at Travelers insurance company, supporting the Claim Accounting Services group by calculating business interruption losses.

She graduated from the University at Albany with her master’s in Forensics Accounting and was a member of the professional business fraternity Delta Sigma Pi. Prior to joining the insurance industry, she provided forensics accounting services with PwC’s Advisory practice.

Alisha Bell-Campbell Alisha Bell-Campbell is the Senior Diversity Recruiting Consultant responsible for developing and executing recruiting strategies that attract early and mid-career diverse talent to Lincoln Financial Group. She is responsible for the ownership of strategic partnerships and the active relationship manager with professional diversity organizations, universities, as well as other diversity focused networks. Bell-Campbell also, in partnership with the Office of Diversity & Inclusion, leads efforts to articulate the employee value proposition for diverse talent and ensure inclusivity throughout the recruiting process. Bell-Campbell has more than 10 years of experience in recruiting for various industries such as nonprofits, health care services, and financial services.

Bell-Campbell currently leads the Radnor African American BRG and serves as the ● I was born and raised in Rochester, NY and graduated from Carnegie Mellon University with company liaison for their City Year partnership. Bell-Campbell is also an active a Dual BS in Computer Engineering & Math. Moved to California after college and later to Florida.

I've been in Richmond since 2009 withAlpha my husband, 2 daughters and son.she I enjoy member with her sorority, Alpha Kappa Sorority, Inc., where fulfills her traveling with friends and family. passion for mentoring youth and being active in the community. Bell-Campbell received hermyBachelor’s Mass MediatoArts fromproject Clarkmanager Atlantathen University. ● I started career as a degree developerin and transitioned a technical BIOGRAPHY

EXPERTISE

scrum master/scrum master lead and now Agile Delivery Lead. I have experience leading testing teams and experience developing and implementing organizational process improvements plus experience with managing large cross-portfolio initiatives.

Tangela Billups-Selby

Tangela Billups-Selby graduated from Carnegie Mellon University with a Dual BS in Computer Engineering and Math. She started her career as a developer and transitioned to a technical project manager then scrum master/scrum master lead and now Agile Delivery Lead at Capital One. She has experience leading testing teams and experience developing and implementing organizational process improvements plus experience with managing large cross-portfolio initiatives.

Herbert F. Broadwater Herbert F. Broadwater II (Herb) is a Father, Talent Acquisition Professional, Mentor and Motivator who received his advanced education from Cheyney University with a Bachelor of Science in Industrial Engineering Management. Also, while at Cheyney, he became a member of the highly esteemed Alpha Phi Alpha Fraternity, Inc. Over the course of more than 18 years, Broadwater has cultivated his craft in Strategic

Talent Acquisition with various Fortune 500 companies spanning markets in Global Information Technology, Banking, Staffing and Global Healthcare Technology.

Through it all, he’s come to realize the revelation of the calling on his life to lead, motivate and encourage people to be their very best. This has led him to over six years in leadership capacity working with various nonprofit organizations such as Kuumba Academy Charter School, Cornerstone Fellowship Baptist Church Brotherhood, Leander Morris-Allen Clark Music Scholarship Foundation, The Monday Club, One Village Alliance, Raising Kings and the United Way of Delaware.

Monica Curry Monica Curry is the Manager of Diversity Equity & Inclusion in Human Resources for Subaru of America, with an office in Camden, New Jersey. She is responsible for partnering with the business leaders across the enterprise to solve business challenges through building more diverse and agile talent.

Curry’s experience includes Travel and Entertainment, Insurance and Annuities, Credit Card call center, and Wealth Advisory Services knowledge. She began her organization effectiveness journey at Bank of America as a customer service representative and quickly progressed through multiple departments in the call center; Customer Escalations, Priority/HNW, Existing Credit and New Applications; and lastly Performance Improvement Manager (PIM). She then moved to Wilmington Trust/M&T Bank responsible for supporting 13 sites by consulting with the executives to assess the gaps in professional development and managerial needs as it relates to learning and establishing a plan of execution to bridge the gaps. Prior to joining Subaru of America, Curry served in several roles that tapped into her strength in relationship building. Curry earned her Educational Doctorates in Organizational Leadership and Innovation from Wilmington University, M.S.M. from Wilmington University and her B.A. from Delaware State University.

Ted Dwyer Ted Dwyer is a Senior Vice President in Global Human Resources at Bank of America Merrill Lynch responsible for all human resources activities for the Paycheck Protection Program organization at the company. He is also the Delaware Market President HR executive.

Dwyer joined MBNA in 1994 and has held numerous leadership positions in both MBNA and Bank of America Merrill Lynch. Prior to joining Global Human Resources in 2006, Dwyer was the Chief of Staff for the Chairman of MBNA’s Global Card Services international businesses. Dwyer holds a Bachelor of Arts degree from the Pennsylvania State University and earned his Executive MBA from Penn State’s Smeal College of Business. Dwyer is a Chair-Elect of the Cancer Support Community Delaware Board of Directors. He is also a previous board member of the B+ Foundation in Wilmington, Delaware, and is the past Chair of the Four Diamonds Fund Board in Hershey, Pennsylvania. The goal of all three organizations is to conquer cancer. Dwyer is currently the Chair of the Sanford School Board of Trustees and Head of its Executive Committee.

Malcolm Ethridge Malcolm Ethridge, CFP®, is an Executive Vice President and Fiduciary Financial Advisor with CIC Wealth Management, based in the Washington, DC area. He is also the host of the Tech Money Podcast, the show where all things technology and personal finance collide. Ethridge’s areas of expertise include retirement planning, investment portfolio development, insurance, stock options and other executive benefits. He leverages that expertise to help senior managers and executives in technology make sense of some of the most complex financial situations that working professionals tend to face. Ethridge is also very active in several community service organizations as both a board member and/or mentor. He is very passionate about the case for financial literacy, and the transformative effects it can have on young people. As a very proud Aggie Alum, Ethridge holds a Bachelor’s degree from North Carolina A&T State University, where he studied marketing and management.

Eugene Evans Eugene Webb Evans is an Associate Data Scientist in Claim Business Intelligence & Analytics (CBI&A) and a 2021 graduate of the DSLDP. Evans has relocated from Hartford, CT, back to his hometown, Greensboro, NC. Evans completed both his undergraduate and graduate degrees in mathematics from Virginia Union University and Virginia State University, respectively. Prior to his employment at Travelers, Evans’ passion and livelihood was teaching mathematics. Some of his favorite things are traveling, family time and golf.

David Femi David Femi is currently the Head of Multicultural Banking Segment. Prior to this role, Femi served as the Retail Regional Sales Manager for the Buffalo Central Region of M&T Bank. Throughout his 13-year tenure in the financial services and banking industry, Femi has built a reputation for championing financial wellness programs aimed at empowering families invariably bringing about financial freedom. He is extremely passionate in youth development and has worked with local authorities in developing programs aimed at empowering youth. An All-American scholar during his college days, Femi consistently embraces the core values of integrity, innovation and growth. He is the recipient of the George Washington Leadership Award from Delaware State University and was a recipient of the Wilmington YMCA Black Achievers Award in 2015. Femi holds a Finance MBA and Bachelor’s degree in Political Science with a minor in Finance from Delaware State University.

Erika Fosu Erika Fosu is the Diversity Recruiting Specialist at Vanguard. Within this role, Fosu’s primary focus is to increase representation of diverse talent within the financial industry through talent attraction efforts. Fosu supports the Black talent strategy for the Southeastern region and consults with internal recruiting teams to redefine their recruitment strategies to ensure there is a D&I focus. Fosu has been with Vanguard for 6 years and has held a variety of roles in the Retail and Human Resources divisions. Fosu is the Chief of Staff for the NC Vanguard Black Professionals Network since 2017 and

a proud member of Delta Sigma Theta, Sorority, Incorporated. She received her Bachelor’s degree in Psychology from Clemson University in 2014 and her Master’s in Organizational Development at Edgewood College in 2018.

Jacqueline Gilbert Jacquelyn Gilbert is the President and CEO of JW Warren LLC, a comprehensive career and professional development company. She has over a decade of Human Resources experience. Her passion is providing HR solutions and career development guidance for her clients. She does this by helping them build their HR infrastructure, update necessary documents such as resumes and cover letters, and teaches them various career and professional development skills by facilitating workshops.

Prior to launching JW Warren LLC, Gilbert held several HR leaderships positions in hospitality, nonprofit and medical organizations. Gilbert holds a Bachelor of Science degree from Delaware State University. She also holds a Master of Administrative Science degree from Fairleigh Dickinson University in Teaneck, NJ.

Yonhee Choi Gordon As Chief Operating Officer at JMG Financial Group, Yonhee Choi Gordon is responsible for employee development, day-to-day operations of the firm, and executing strategic planning for the firm’s initiatives. She focuses her efforts on organizational development to ensure the sustainability of JMG’s long-term operations. Since starting at JMG in 1986, Gordon has presented at various industry conferences on topics ranging from career development to business management strategies, in addition to being featured in various industry publications.

Prior to her current role, she served as a financial advisor to clients at JMG by providing tax and wealth management services. Gordon is a principal owner of the firm, a member of the Executive Committee, Board of Directors, and spearheads JMG’s involvement in community service. She is a CERTIFIED FINANCIAL PLANNER™ professional, a member of NAPFA, The Chicago Network, Chief, and she was named as one of the 2018 Women to Watch by InvestmentNews. She holds a BA in Communications from Dominican University.

Ricky Jones Regional President Ricky Jones has 38 years of property casualty insurance experience and is currently responsible for Enterprise Distribution Management for the Downstate New York/New Jersey Region at Travelers insurance company. Jones serves as the Affinity Coach to the company’s Military and Veterans & Allies Diversity Network.

Jones is actively involved with the N.J. Chapter of the National Black MBA Association with a focus on talent development and working with its Leaders of Tomorrow. He serves on the National Board of Directors of the National African American Insurance Association (NAAIA) and holds the role on the NAAIA Executive Board as Treasurer. Jones also is a member of the Morris Habitat for Humanities Leadership Council where he serves as the past chair. He also is the Travelers representative acting as the liaison with the National Association of Professional Insurance Agents (PIA).Over his career, Jones was responsible for working with multiple Travelers Business Units, helping them drive transformational initiatives with a commitment to talent development and organizational effectiveness. Throughout his career, Jones has served in various executive management roles. Jones graduated from Illinois State University with a B.S. in Economics.

DaJuan Lucas

Archie T. Payne III

DaJuan Lucas is a Manager of Early Talent Engagement, Diversity Recruiting Strategies at Vanguard. Within this role, Lucas leads early talent attraction which is inclusive of early career partnerships, Historically Black Colleges and Universities (HBCUs) and Hispanic Serving Institutions. Lucas began his career at Vanguard in July 2015 as a Vanguard Accelerated Development Program participant after graduating from East Carolina University with a Bachelor’s degree in Management and MBA with a concentration in Marketing. In his current role, he leads the early talent attraction arm of the diversity recruiting strategy. He also serves as Chief of Staff for Vanguard Black Professional Network, where he contributes greatly to the attraction, retention, and engagement of Black crew members at Vanguard.

Archie T. Payne III joined Visa in 2016 and is part of its Global Merchant Solutions and Acquiring team serving as Senior Account Executive supporting North American Everyday Spend Merchants. Payne has extensive experience in Cash Management with applied and practical knowledge obtained from positions held during his over 30 year career in Finance, with 20 years dedicated to the commercial banking space. He currently manages consumer and commercial related merchant-focused support for Visa. Payne has been a Commercial Card and Procure to Pay Specialist for the past 15 years, providing advisory and relationship expertise to help various members within the ecosystem achieve their Accounts Payable Kristina Sicard and Accounts Receivable management objectives.

Kristina Sicard

VP SR. Business Banking Consultant for Chase in Washington, DC. I have over 10 years of experience at Chase and 10 years in financial services. As a Senior Banking Consultant my role is to act as a resource and advocate for Minority Entrepreneurs, with a focus on Black and Latin X

Marlina Mejia

VP SR. Business Banking Consultant

A Virginia native, Marlina Mejia attended the University of Virginia and launched her career at Capital One’s headquarters in McLean. Originally joining Capital One as a Management Rotation Program (MRP) intern in 2018, Mejia has gained experience across several organizations throughout her career rotations, including Operational Risk Management, Human Resources, and External Affairs.

Having studied Political Philosophy, Policy, and Law, Mejia was drawn to the world of External Affairs, where she recently returned to the Strategy & Engagement team and actively supports the executives heading the Community Impact & Investment and Community Finance organizations. Her responsibilities range from talent and culture development to external insight research to communications strategy.

businesses, to assist them with laser focused solutions Kristina Sicard, VP Senior Business Banking Consultant for and services to manage daily operations, cash flow, and present Chase in Washington, DC, has over 10 years of experience at options to access capital and present an overall financial picture to help scale their business thru one on one coaching Chase and 10 years in financial services.

As a Senior Banking designed to specifically assist each business individually.

Consultant, her role is to act as a resource and advocate for I’ll work with you to help achieve your goals by making your Minority Entrepreneurs, with a asfocus onasBlack andI Latin X you business banking simple possible. can provide access to the broader team of experts in areas such as cash businesses, to assist them with laser-focused solutions and management, credit solutions, and other business services. services to manage daily operations, cash flow, and present options to access capital and present an overall financial picture to help scale their business through one-on-one coaching designed to specifically assist each business individually. Sicard works with clients to help them achieve their goals by making their business banking as simple as possible and provides access to the broader For More Information, Contact: Kristinateam Sicardof experts in areas such as cash management and credit solutions.

Keith Merritt Keith Merritt is a Vice President, Senior Risk and Control Manager at Barclays and is responsible for identifying key business risks and providing effective solutions/ controls that follow industry best practices. Merritt has over 20 years of audit experience in the financial industry, with extensive bank product and regulatory knowledge. Merritt joined Barclays in 2014, where he’s managed business partner relationships and control teams focusing on credit operations, fraud, anti-money laundering, collections, partnership, and business card businesses. He has a MBA in Organizational Leadership, and is a licensed Certified Public Accountant (CPA) and Certified AntiMoney Laundering Specialist (CAMS).

Alfreda Nwosu Alfreda Nwosu is the Program Manager of the Gateway Foundation, the 501 C 3 of the Money Management Institute (MMI), an association with over 181 member firms in the wealth and asset management industry.

Through the Gateway Foundation, MMI seeks to welcome, prepare, and advance talent from underrepresented communities in the financial services industry. Nwosu has an MSc in Gender, Policy, and Inequalities from the London School of Economics and Political Science and is committed to championing efforts that amplify the positives of diversity in the workplace.

Kristina Sicard

202-578-4453 kristina.sicard@chase.com

George Walker

JPMorgan Chase Bank, N.A. Member FDIC. Equal Opportunity Lender.

This material is for informational purposes and not a commitment to provide service. Not intended to provide, and shou concerning such matters. Fees and restrictions may apply. See a banker for details.

Accounts subject to credit approval. Restrictions and limitations apply. Chase credit cards are issued by JPMorgan Chase

©2021 JPMorgan Chase & Co.

George Walker is a 1996 graduate of Rutgers University with a BA in Economics. He spent 25 years in the banking industry including time with national, regional, and local institutions in Retail Banking, Mortgage Lending, Consumer Lending, Learning and Development, and Strategy Implementation. Walker has spent the last four years with M&T Bank as Retail Senior Sales Strategy Manager, responsible for the territory that includes Philadelphia, Southern New Jersey, Delaware, and the Eastern Shore of Maryland. Walker currently serves as the President of the Board of Directors for Red Community Health Center with locations in Georgetown, Milford, and Seaford.

Kevin Williams Kevin Williams joined Barclays in 2020 as the Community Reinvestment Act Relationship Manager Support in Wilmington, DE. In this position, he supports Barclays’ commitment to strengthen the community in which it operates. Prior to joining Barclays, Williams spent 11 years at PNC Bank in various credit underwriting roles spanning from investment real estate to car dealership floor plans.

While developing the necessary skills to rise in the financial industry, Williams has spent time volunteering with various organizations. Williams graduated from Kutztown University with a BSBA in Business Management and a Master of Business Administration with a concentration in Finance from Widener University.

Business Case

COMPETITION

SPONSORED BY

>> Case Premise IMPACT RESULTS FOR SOCIAL INVESTMENTS Many organizations have made large pledges to provide support for social causes as a result of the murder of George Floyd. We would like to know which corporate-led initiatives were a success and what organizations have been keeping their commitment to support.

>> Visiting Judges ADAM AHMAD Community Reinvestment Act Officer | Barclays US Consumer Bank

AZURA MASON Global Head of Race at Work | Barclays

CHAMBLIN ROONEY Director of Marketing Communications & Creative | Barclays

TOKS SOTANDE-PETERS Global Relational Director | Barclays

ADAM AHMAD

Adam Ahmad is the Community Reinvestment Act (CRA) Officer at Barclays US Consumer Bank, located in Wilmington, Delaware. Born and raised in the greater Philadelphia area, Ahmad has risen through the ranks at some of the financial industry’s biggest names — utilizing his background in real estate and control as well as his passion for the surrounding community — to reach his current position with Barclays. As CRA Officer, Ahmad takes lead on Barclays’ commitment to return a share of its capital back into the community in which it operates. He is responsible for identifying opportunities for capital investment and working with business owners and real estate developers to see how Barclays can best help them be successful in their ventures. Ahmad joined Barclays in 2013 as a Partnership Control Lead, looking at the processes involved in various business ventures and putting controls in place to ensure the company stayed protected throughout new product launches and initiatives. Prior to Barclays, he worked in real estate at JPMorgan Chase and as the Senior Risk and Control Analyst at Bank of America. During these past positions, Ahmad honed his forecasting skill as well as his ability to identify and mitigate reputational risk, both of which are necessary in his current role.

Ahmad looks forward to fostering and growing partnerships on behalf of Barclays, directly interacting with those making a difference in the greater Wilmington community. He is especially passionate about children’s charities as well as low- to moderate-income housing projects.

AZURA MASON

Azura Mason joined Barclays in 2014 and is now the Global Head of Race at Work. She is responsible for the strategic execution of the Race at Work agenda across the colleague, community and client pillars. In her previous role as Head of Business Management for BBPLC Legal, she provided operational support and guidance to Mark Shelton, BBPLC General Counsel, and his leadership team. Prior to joining Barclays, Mason worked for Sullivan & Cromwell providing eDiscovery support and management for the large portfolio of Barclays litigation matters. She graduated from the University of Virginia with a degree in African American Studies and received her law degree from Howard University School of Law. Mason was a member of the Barclays Black Professional Forum’s Americas Research Team and winner of the Barclays Citizenship & Diversity Award for Network Excellence. The team provided the research and framework for the current Race at Work agenda, as well as supported the creation of the Race at Work task force. Mason sits on the Board of Directors for the Mary McLeod Bethune Day Academy Public Charter School, serving students in under-resourced communities of Washington, DC.

CHAMBLIN ROONEY As the Director of Marketing Communications & Creative, Chamblin Rooney’s main responsibility is to lead a culture of quality and creative excellence to deliver impactful marketing communications and creative across the US Consumer Bank to colleagues, partners and customers. To enable creative consistency across all marketing communications, the following teams report to Rooney – Brand, Creative Media Group, Social Media, and Agency Management, Brand, Marketing Communications, and Sponsorship. Rooney is a creative marketer with over 20 years of experience. She first joined Barclays/Juniper Bank from 2000-2006, beginning as Marketing Communications Manager and later rising to Acquisitions Marketing Director. After a 5-year stint as an SVP/Creative Director in the advertising world, she returned to Barclays in 2011 as Customer Communications VP, and later built out its new U.S. Consumer Brand team. In 2019, she moved over to lead Marketing Communications. Over the years, Rooney helped the U.S. consumer business launch key programs such as JetBlue, Hawaiian Airlines and Barclaycard Arrival Plus. In May 2018, she led the effort to rebrand the business from Barclaycard US to Barclays. More recently, she’s been focused on uplifting the quality of its marketing communications across the bank. She completed a double major at Middlebury College — with degrees in International Politics and Economics, and French.

TOKS SOTANDE-PETERS Toks Sotande-Peters is a Director at Barclays Bank in New York. As part of the Healthcare and Consumer Retail team, he partners with clients and colleagues to deliver Barclays Corporate Banking solutions. Prior to his transfer to New York in 2018, Sotande-Peters worked with Barclays in the UK Overseas Services department servicing U.S. Corporate clients with offshore and captive banking needs. Sotande-Peters is the proud Co-Chair of the Barclays Embrace Black Professionals Forum Americas (BPF). Sotande-Peters and the BPF leadership are currently executing their long-term vision to attract, retain and develop diverse candidates to Barclays as well as support the career development of BPF members. In 2020, Sotande-Peters and the BPF Americas leadership team supported the firm in the development of the Global Race at Work Task Force and Action Plan and were recognized for this work, alongside colleagues in the UK, at the 2021 Citizenship & Diversity Awards. Sotande-Peters joined Barclays in 2017 following 10 years of relationship manager and director roles at RBS and Santander, supporting UK and international Corporate clients. Sotande-Peters graduated from Nottingham Trent University with a BA (Hons) in Economics.

THANK YOU To Our Sponsors!

The College of Business would like to sincerely thank you for your continued support of our students!

Your contributions made DEEP Day possible.

PRESENTING

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The Gateway Foundation is a 501(c)(3) non-profit organization administered by the Money Management Institute that provides clear pathways to entry and career advancement in the financial services industry for historically excluded and underrepresented groups.

Gateway works with wealth manager, asset manager and solutions provider firms of all sizes and professionals representing all functional areas.

BRONZE

GET ENGAGED. Whether you are just starting out on your career path or are exploring new opportunities for employment and professional development, Gateway can help you gain access to the best resources the industry has to offer. We encourage Black and Latino students of all majors to engage.

Follow Gateway on LinkedIn Sign up to gain access to Gateway’s programming hub and start connecting with firms

op 5-1v7

Creating inclusive workplaces JPMorgan Chase is committed to building a more equitable and representative workforce across the globe. We’re taking actions to support solutions and training to advance racial equity in the workforce, including: • Holding executives accountable toward achieving diversity representation goals • Providing financial coaching services for all U.S. employees to further invest in their own financial wellbeing • Building on partnerships with Historically Black Colleges and Universities (HBCUs) to increase the pipeline of HBCU students entering the financial planning professionn To learn more, visit jpmorganchase.com/pathforward

© 2021 JPMorgan Chase & Co.

Everyone has potential.

Grow it here.

Vanguard’s HBCU EXPLORE Program Are you a 1st or 2nd year student at an HBCU? If so, it’s time for Vanguard’s 2021 HBCU EXPLORE Program!

Event date: December 14th & 15th, 2021 To sign up for our event, click here.

Registration will be available until October 31st, 2021.

Please apply on Handshake or the link provided above.

Be part of an inclusive and equitable work environment that reflects a diverse community of talents and drives our mission to provide all investors with the best chance for investment.

Make it count.

To learn more information about Vanguard and our partnership efforts with HBCUs—text VG HBCU to 313131.

Connect with Vanguard® Vanguardjobs.com #VanguardatHBCUs #LifeatVanguard

ONE TEAM, WORKING TOGETHER

As the world of insurance undergoes dynamic change, Travelers recognizes the importance of attracting diverse and talented individuals whose ideas and views broaden our reach.

Our commitment to an inclusive workforce is further strengthened by partnerships with organizations like Delaware State University College of Business. It’s how we challenge ourselves to push through boundaries and create the future of our team.

careers.travelers.com  @TravelersCareers

 @TRV_Careers

 @travelerscareers

Travelers provides equal employment opportunity to all employees and applicants. To view our full statement, visit https://careers.travelers.com/accessibility-contact-legal/#Equal © 2021 The Travelers Indemnity Company.

All rights reserved. Travelers and the Travelers Umbrella logo are registered trademarks of The Travelers Indemnity Company in the U.S. and other countries. The Travelers Indemnity. Company and its property casualty affiliates. One Tower Square, Hartford, CT 06183.

We define our success through yours We can only be successful if our employees, customers and the communities we serve have the opportunity to achieve their own vision of success. Bank of America is helping to build a better tomorrow by using our capital, expertise and innovation to foster a diverse workforce to address societal issues like climate change, gender equality and economic mobility. Shared success means creating responsible, sustainable growth for our company and our world.

Learn more at bankofamerica.com/about.

Connect with us:

@BofA_News

©2021 Bank of America Corporation | MAP3424741 | ESG-501-AD

For job opportunities for students and new grads visit: visa.com/students

READY TO LAUNCH YOUR CAREER Citizens is looking for independent thinkers like you.

As one of the nation’s oldest and largest financial institutions, we’re re-imagining the future of banking and recruiting across the country to build a one-of-a-kind team. We empower each of our 18,000+ colleagues — whether at our headquarters in Providence, Rhode Island or spread across the nation — to drive innovation and show that Citizens is more than a bank. Join our Early Career Development Program for a unique experience to fast track your career.

What’s in it for you?

• • • • • •

Generous compensation and extensive benefits Guaranteed lowest rates on student or refinance loans Reimbursement for continuing education On-the-job training to develop and advance your career Relocation assistance for many roles Complimentary one-on-one sessions with a financial advisor

Working at Citizens Here, you’ll be a true teammate who works on projects that matter, alongside Wall Street vets and fintech innovators. By embracing challenges and sharing innovative ideas, you’re made ready to make an impact with us.

Noteworthy Companies for Diversity DIVERSITYINC

Best U.S. Bank EUROMONEY MAGAZINE

Best Places to Work for LGBTQ Equality THE HUMAN RIGHTS CAMPAIGN FOUNDATION

Find the perfect opportunity for you at jobs.citizensbank.com/college-grad

Sheba F.

WE WE ARE ARE HIRING! HIRING! Analytics IT Marketing Operations Sales

Breakthru Beverage Group is a leading North American distributor of the world's premium wine, spirit and beer brands.

We are a family-owned company with operations and Affiliates spanning 14 U.S. markets and Canada.

Text BREAKTHRU to 97211 or visit us at breakthrubev.com/careers

More than $5 billion in annual sales are driven by 7,000 associates.

Brand building, marketing, consumer insights, and market intelligence drive the business forward.

The Gateway Foundation is a 501(c)(3) non-profit organization administered by the Money Management Institute that provides clear pathways to entry and career advancement in the financial services industry for historically excluded and underrepresented groups.

Gateway works with wealth manager, asset manager and solutions provider firms of all sizes and professionals representing all functional areas.

GET ENGAGED. Whether you are just starting out on your career path or are exploring new opportunities for employment and professional development, Gateway can help you gain access to the best resources the industry has to offer. We encourage Black and Latino students of all majors to engage.

Follow Gateway on LinkedIn Sign up to gain access to Gateway’s programming hub and start connecting with firms

About WSFS Who We Are WSFS Financial Corporation (WSFS) is a multi-billion-dollar financial services company. Its primary subsidiary, WSFS Bank, is the oldest and largest locally managed bank and trust company headquartered in Delaware and the Greater Philadelphia region.

As of March 31, 2021, WSFS Financial Corporation had $14.7 billion in assets on its balance sheet and $24.7 billion in assets under management and administration. WSFS operates from 111 offices, 88 of which are banking offices, located in Pennsylvania (51), Delaware (42), New Jersey (16), Virginia (1) and Nevada (1) and provides comprehensive financial services including commercial banking, retail banking, cash management and trust and wealth management. Other subsidiaries or divisions include Arrow Land Transfer, Cash Connect®, Cypress Capital Management, LLC (Cypress), Christiana Trust Company of Delaware®, NewLane Finance®, Powdermill® Financial Solutions, West Capital Management®, WSFS Institutional Services®, WSFS Mortgage®, and WSFS Wealth® Investments. Serving the Greater Delaware Valley since 1832, WSFS Bank is one of the ten oldest banks in the United States continuously operating under the same name.

In recent years, WSFS has strategically expanded its footprint in the Greater Delaware Valley. WSFS completed the acquisition of Beneficial Bank in 2019, and now serves Customers from 88 banking offices and more than 600 ATMs across the area.

For nearly 200 years, WSFS Bank has faithfully served our local communities, guided by the simple idea that when we serve, do the right thing and treat Customers the right way, good things happen.

Product Range Checking and savings; mortgages; home equity lines and loans; credit and debit cards; consumer installment loans; retirement services; small business services; private banking; trust and wealth management services; custody services; commercial banking; commercial and equipment finance; residential and commercial real estate lending; cash management services; online, mobile and telephone banking.

ATM Network

Vision

WSFS Bank’s ATM division, Cash Connect®, is a premier provider of ATM vault cash, smart safe, and cash logistics services in the United States. Cash Connect services over 33,000 non-bank ATMs and retail safes nationwide supplying or servicing approximately $1.7 billion in cash and other fee-based services.

Cash Connect also operates more than 600 ATMs for WSFS Bank, which is one of the largest branded ATM networks in our market.

We envision a day when everyone says “I can’t imagine a world without WSFS.”

Humble Achievements

Mission We Stand For Service®

• Named a 2020 Culture Transformation Award winner by Gallup —one of only two companies nationwide to receive this award in its inaugural year

Values At WSFS we: • Do the right thing • Are welcoming, open and candid

• Serve others • Grow and improve

History and Growth Serving the Delaware Valley since 1832, WSFS Bank is one of the ten oldest banks in the United States continuously operating under the same name. Throughout the Civil War, two World Wars, and other major crises, WSFS has kept its tradition of helping citizens safeguard and increase their savings, along with providing families and businesses with a wide range of banking services.

Member FDIC | wsfsbank.com rev-04-26-2021

• Named a 2020 “Top Workplace” in Philadelphia and Delaware • Received the Gallup “Exceptional Workplace” Award five times, from 2016 to 2019 and 2021

Empowering every future, equally.

At Lincoln Financial, we believe inclusivity and equality are key to brighter futures for ourselves, our customers and our communities.

Wherever you and your loved ones are on your financial journey, you can trust Lincoln Financial to help you plan, protect and retire with confidence.

Explore career opportunities at Lincoln Financial.

Learn more at jobs.lincolnfinancial.com.

LFG-HBCU1-ADV001_Z01 LCN-3210408-082020 Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. ©2021 Lincoln National Corporation.

The Subaru Love Promise is our vision to show love and respect to all people at every interaction. Uniquely different. Stronger together.

ANNUAL DELAWARE 2021 SEVENTH EXECUTIVE EXCHANGE PROGRAM

DEEP DAY Shaping the Future: A Whole New World

2021 DEEP DAY PLANNING COMMITTEE Dr. Michael Casson (Chair) Yahshikiah Hughes (Co-Chair) Coreia Benson Lillie Crawford Troy Farmer Tameka Faria-Frisby Christopher Garland Akela Marsha Dr. Praveen Pinjani LaShawne Pryor Kinya Robinson Wade Robinson A special thank you to all the faculty and staff who contributed to making the day a huge success!

COLLEGE OF BUSINESS Cultivating Student Success Developing Business Professionals Preparing Global Citizens Bank of America Building 1200 N. DuPont Highway, Dover, DE 19901 302.857.6900 https://business.desu.edu

Delaware State University’s College of Business is an accredited member of AACSB International — The Association to Advance Collegiate Schools of Business, the longest standing, most recognized form of specialized/professional accreditation an institution and its business programs can earn.