Coffee and Tea Break with BPNetwork: Recent Episodes
CAPTRUST's BPNetwork
Hosted by Katrina Webb and Che-Che McCrimmon, Coffee and Tea Break with BPNetwork offers a fresh perspective on CAPTRUST’s leaders and what makes them who they are through a series of quick questions and conversations as it relates to inclusion, diversity, and belonging.
BPNetwork’s mission is to foster an environment that empowers, encourages, supports, and celebrates the voices of Black, Indigenous, and People of Color at CAPTRUST. Learn more by visiting their employee resource group (ERG) page on the intranet.
In episode ten, Cheryl Walters and Tia Chambers sit down with Kevin Monroe, Senior Financial Advisor. In addition to his responsibilities as Senior Financial Advisor, he is the Employee Resource Group lead and a member of the Inclusion and Diversity Council. Kevin shares his extensive professional journey, details of the inclusion and diversity council and employee resource groups at CAPTRUST.
In episode nine, Cheryl Walters and Tia Chambers sit down with Scott Matheson, managing director of the Institutional Group and chair of the Inclusion and Diversity Council. Scott shares his extensive professional journey, details of the inclusion and diversity council, and why inclusion and diversity is important to him.
In episode eight, Veronica Willoughby, Tia Chambers, and Cheryl Walters share what they are looking forward to in 2023, what they are proud of so far, and the impact they hope to make as the new leadership for the BPNetwork.
In Che-Che and Katrina end their term as BPNetwork leadership, they sit down with John Curry, chief marketing officer and the newest executive sponosor of the BPNetwork employee resource group (ERG). John shares the importance of serving as executive sponsor for BPNetwork, the progress of CAPTRUST’s inclusion and diversity efforts, and what shapes his leadership views.
In episode six, Che-Che McCrimmon and Katrina Webb share their thoughts on the past 18 months with BPNetwork. Listen in to learn about what they've enjoyed most and what BPNetwork members can expect next.
In episode five, we sit down with Ted Lew, vice president and financial advisor in our San Ramon office. In celebration of Asian Pacific Heritage Month, Ted shares the honor and significance of his background. He also highlights the impact his culture has made on his professional journey, what it means to be here at CAPTRUST, and how he defines diversity and inclusion.
In episode four, we sit down with Ben Goldstein, President at CAPTRUST. As a member of the leadership team, Ben is actively involved in many facets of CAPTRUST's operation, including the firm's merger and acquisition activity. Ben shares his thoughts on the importance of inclusion, diversity, and belonging, as well as how CAPTRUST evaluates the culture of inclusion and diversity at potential new firms.
In episode three, we sit down with Grant Verhaeghe, Senior Director and Asset/Liability Practice Leader. Grant shares his family’s ties to Ellis Island and what inclusion and diversity mean to him. He also talks about his experience as a member of the BP Network employee resource group, why empathy is a key to leadership.
In episode two, we sit down with Phyllis Klein, Senior Director of Retirement Services. Phyllis shares how she got her start in the industry, how those experiences have shaped her perspective on inclusion and diversity, and why it remains important to her. And, with retirement on the horizon, Phyllis shares what the next chapter looks like for her.
Grab a cup of coffee and tea, sit back and relax, and join us for our CAPTRUST conversation!
As BPNetwork’s executive sponsor, it’s only right to kick off our podcast with Kimberly Carter, Senior Counsel with the Corporate Services Group. Kimberly joins us to talk about CAPTRUST’s Inclusion and Diversity (I&D) Council, her role as the executive sponsor, and the best advice she’s ever received.
Grab a cup of coffee and tea, sit back and relax, and join us for our CAPTRUST conversation!