OPEN Finance Forum | 2023
ENGAGEMENT OPPORTUNITIES
ABOUT OPEN FINANCE
OPEN Finance leverages the power and expertise of the financial services industry to drive forward LGBTQ equality and inclusion. OPEN Finance is the only non-profit, volunteer organization that:
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provides specific and actionable best practices to advance workplace and global policy
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assists in collaborating on events, community service, and philanthropy initiatives
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drives positive change in the communities in which our firms do business
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provides a networking forum for LGBTQ and ally finance professionals
48
Participating firms
5K+
LGBTQ professionals reached
50+%
Growth in our mailing list in one year
30+
Events annually
8
Comittees driving LGBTQ equality
7
5
4
5
5
22
Other Types
Consulting Firms
Asset Managers
Insurance Companies
Information Providers
Banks
OPEN Finance was formed in 2006 and has seen exponential growth in engagement and membership ever since. Initially formed as a networking group for LGBTQ finance professionals, the scale, reach, and impact of OPEN Finance has evolved year over year and has delivered tangible and measurable change. With over 45 member firms and more than 5,000 professionals reached, OPEN Finance has been able to drive serious change in the industry through 8 committees led by 16 corporate leaders.
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90%+ of member firms achieved a perfect score on the HRC Corporate Equality Index
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Increased signatories to the UN Standards of Conduct for LGBTI inclusion from 2 to almost 20 following the inaugural Forum in 2017
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29 firms participating in the business amicus curiae brief in the Obergefell case with help from OPEN Finance
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First best practice shared in 2011 to help firms adopt same-sex domestic partnership benefits tax equalization
OPEN FINANCE FORUM
The Forum is the only one-day, action-packed conference that focuses exclusively on the impact the financial services industry can have in creating inclusive workplaces and communities
for LGBTQ and ally individuals globally. OPEN Finance is able to differentiate itself from other organizations by using regular meetings and ongoing roundtables to follow-up on action items developed at the Forum through keynote speeches, panel discussions and interactive networking sessions.
Participation in the Forum provides a platform for firms to demonstrate their corporate values and leadership. Companies that participate in the Forum through speaking, host or sponsorship opportunities have the ability to:
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Demonstrate the inclusive nature of their company’s culture
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Celebrate thought leadership in LGTBQ inclusiveness and Advocacy
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Identify companies as employers of choice for the LGBTQ and ally communities
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Foster relationships with corporate and community partners to continue to drive LGBTQ equality globally
PAST SPONSORS
2017
2018
2019
2020
2021
2022
DATE
MARCH 7
MARCH 6
JUNE 25
DECEMBER 2
DECEMBER 2
DECEMBER 1
LENGTH
HALF DAY
FULL DAY
FULL DAY
HALF DAY
HALF DAY
(virtual)
FULL DAY
# OF SPEAKERS
37
59
48
15
8
40
# OF ATTENDEES
175
250
500
190
75
125
ACTION ITEMS
4
37
4
4
3
5
# OF PANELS/TOPICS
12
9
10
4
3
5
SELECTED TOPIC
Executive Sponsors
Trailblazers
Community Engagement
Protecting LGBTQ Progress
Data-Driven Change
LGBTQ Global Marketplace
Changing Landscape
Women Leadership
Global Advocacy
Increased Collaboration
Strategic Partnerships
Client Engagement
Neurodiversity
Bisexuality at work
Fertility Benefits
Political Donations
Autistic Talent
Future of Work
The Great Resignation
Future of LGBTQ+ Rights
LGBTQ+ Engagement
Power of Community
Executive Leadership
Engagement Opportunities
Forum Host – provide a venue to host our 2023 OPEN Finance Forum
Speakers – provide CEO, C-Suite, LGBTQ, or subject matter experts as keynote speakers, panelists, or as facilitators or breakout sessions
Resources – as an all-volunteer network, OPEN Finance needs help with financial and other types of resources to make the Forum successful
Highlighted Past Speakers
John C Williams, President, Federal Reserve Bank of New York
Mayor Annise Parker, CEO of Victory Fund
Jim Fitterling, CEO Dow Chemical
Gerald Hassell, Chairman & CEO BNY Mellon
Jill Schlesinger, Business Analyst, CBS News
Lisa Davis, Global Head of Enterprise Services, Citigroup
Patrick Burke, President & CEO, HSBC USA
Mindy Massucci, Head of Broadcast Operations, Bloomberg
Beth Brooke-Marciniak, Global Vice Chair, Public Policy, EY
Erica Karp, Founder and CEO, Cornerstone Capital
Shamina Singh, President, MasterCard Center for Inclusive Growth
Andrew Gilmour, Asst Secretary General of the UN for Human Rights
Richard Quest, CNN Anchor
Keith Mestrich, President & CEO, Amalgamated Bank
Laura Schisgall, General Counsel, Société Générale Americas
Nancy Wisniewski, Americas COO, Standard Chartered
MEMBER FIRM LIST
Accenture
AIG
AllianceBernstein L.P. Amalgamated Bank American Express
Aon
Bank of America
Barclays
BlackRock
Bloomberg L.P.
BNP Paribas
BNY Mellon
Broadridge Financial Solutions
BBH
Capco
Capital One
Citi
Credit Suisse
Deloitte LLP
Deutsche Bank
DTCC
EY
Goldman Sachs
HSBC
IHS Markit
Invesco
JPMorgan Chase
KPMG
LSEG
MetLife
Moody’s
Morgan Stanley
New York Life
Nomura
PwC
RBC Capital Markets RBS
S&P Global
Slalom
Société Générale Standard Chartered Bank Sumitomo Mitsui Banking Corporation (SMBC)
TD Securities
TIAA
UBS
Wells Fargo
Willis Towers Watson
SPONSORSHIP OPPORTUNITIES
We have a limited number of sponsorship opportunities. Please see our sponsorship levels below.
Please contact OPEN Finance Co-Chairs, Matt Toole at Matthew.Toole@lseg.com or Carolina Silva at Carolina.Silva@morganstanley.com.
FORUM SPONSORSHIP LEVELS
Level
Platinum Sponsor
$10,000
Gold
Sponsor
$7,500
Silver
Sponsor
$5,000
Bronze Sponsor
$2,500
Contributor
Sponsor
$1,000
Unique Sponsorship Benefits
Three Speaker Opportunities
(Keynote or Panel)
Two Speaker Opportunities
(Keynote or Panel)
One Speaker Opportunities
(Keynote or Panel)
One Speaker Opportunity
Verbal acknowledgement from our Co-Chairs during Forum
All
Sponsorship Benefits
Newsletter Spotlight
Logo on all event media advertisements
Logo on all printed materials
Logo on event website
$2,500
MARKETING SPONSORSHIP LEVELS
Breakfast
Morning
Break
Lunch
Afternoon Break
Cocktail Reception
Level
$1,600
$3,600
$1,600
$5,000
All
Sponsorship Benefits
Digital or Physical Signage at your featured sponsorship
Logo on all event media advertisements
Logo on all printed materials
Logo on event website
Verbal acknowledgement from our Co-Chairs during Forum