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Our Forum

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:

  • Provides specific and actionable best practices to advance workplace and global policy

  • Assists in collaborating on events, community service, and philanthropy initiatives

  • Drives positive change in the communities in which our firms do business

  • Provides a networking forum for LGBTQ+ and ally finance professionals

38

Participating Firms

5K+

LGBTQ+ Professionals Reached

20%+

Growth in our mailing list in one year

30+

Annual Events

7

Committees driving LGBTQ+ equality

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 38 member firms and more than 5,000 professionals reached, OPEN Finance has been able to drive serious change in the industry through 7 committees led by 16 corporate leaders.

  • 68% of member firms achieved a perfect score on the HRC Corporate Equality Index

  • Increased signatories to the UN Standards of Conduct for LGBTQ+ inclusion from 2 to almost 20 following the inaugural Forum in 2017

  • 29 firms participating in the business amicus curiae brief in the Obergefell case with help from OPEN Finance

  • First best practice shared in 2011 to help firms adopt same-sex domestic partnership benefits tax equalization

2023
FORUM GALLERY

2024
FORUM GALLERY

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 allies 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

  • Demonstrate the inclusive nature of their company’s culture

  • Celebrate thought leadership in LGTBQ+ inclusiveness and advocacy

  • Identify companies as employers of choice for the LGBTQ+ and ally communities

  • Foster relationships with corporate and community partners to continue to drive LGBTQ+ equality globally

ENGAGEMENT OPPORTUNITIES

As a Speaker:

 Provide CEO, C-Suite, LGBTQ+, or subject matter experts as keynote speakers, panelists, or as facilitators for breakout sessions.

 

As A Resource:

As an all-volunteer network, OPEN Finance relies on the financial support and resources of our member firms and community partners to make the Forum successful.

PAST SPONSORS

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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

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​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

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PAST OPEN FINANCE FORUMS

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MEMBER FIRM LIST 

  • AB

  • Accenture

  • AIG

  • Amalgamated Bank

  • American Express

  • AON

  • Bank of America

  • BlackRock

  • Bloomberg​

  • BNP Paribas

  • BNY Mellon

  • Brown Brothers Harriman

  • Citi

  • Deloitte

  • Deutsche Bank

  • EY

  • FitchGroup

  • Goldman Sachs

  • HSBC

  • Invesco

  • JPMorgan

  • KPMG

  • LSEG

  • Moody's

  • Morgan Stanley

  • New York Life

  • Nomura

  • PWC

  • RSM

  • Société Générale

  • S&P Global

  • Standard Chartered

  • Sumitomo Mitsui Banking Corporation

  • TIAA

  • UBS

  • Wells Fargo

  • Willis Towers Watson

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SPONSORSHIP OPPORTUNITIES

OPEN Finance welcomes your participation. Please see our sponsorship levels below. Ready to sponsor?

Contact OPEN Finance Co-Chairs: Matthew Toole at Matthew.Toole@lseg.com or Carolina Silva at Carolina.Silva@morganstanley.com.

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

Core Sponsorship Levels
Platinum
Level
$10,000
Gold
$7,500
Silver
$5,000
Bronze
$2,500
Contributor
$1,000
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
Additional Á La Carte Opportunities
Breakfast
Morning
Break
Lunch
Afternoon Break
Cocktail Reception
Level
$2,500
$1,500
$3,000
$1,500
$5,000
Branding & Visibility Add-Ons
Videography
Professional
Headshots
Photography
Film Logo on 
Name Tags
Company Swag Bags
Level
$5,000
$2,000
$1,000
$1,000
In Kind Donations

© OPEN Finance, 2022

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