
Employee Resource Groups – Reflect and Strengthen Company Culture
Includes a Live Web Event on 04/09/2025 at 1:00 PM (EDT)
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Employee Resource Groups (ERGs) play a pivotal role in shaping corporate culture by fostering a sense of belonging, driving employee engagement, and supporting diversity, equity, and inclusion (DEI) initiatives. In this insightful panel discussion, Industry Leaders will share firsthand experiences and best practices for leveraging ERGs to create a more inclusive and dynamic workplace. Attendees will gain practical strategies to enhance employee retention, leadership development, and organizational cohesion through ERG initiatives.
Learning Outcomes:
By attending this webinar, participants will be able to:
• Understand the strategic role of ERGs in building an inclusive workplace culture that enhances employee satisfaction and retention.
• Explore the power of belonging—how ERGs create community beyond job roles, leading to stronger employee engagement and performance.
• Recognize ERGs as leadership incubators that provide opportunities for professional growth, mentorship, and volunteerism, helping employees showcase their skills and potential.
• Gain actionable insights on launching, managing, or expanding ERGs to align with corporate values and business objectives.
This program is sponsored by Diversity Project North America's Metrics & Insights Committee:

CPE INFORMATION:
Nicsa is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry.
Nicsa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
CPEs Earned: 1
CPE Field of Study: Personnel/Human Resources – Non-technical
Program Level: Basic
Delivery Method: Group-Internet Based
Advanced Preparation: None
CE Credits Redeemable with Investments & Wealth Institute™ (IWI)
Nicsa is a registered sponsor with the Investments & Wealth Institute™ (IWI) for continuing education credits applicable to CIMA®, CPWA®, RMA®, and CIMC® certifications. This 60-minute webinar has been pre-approved by IWI for 1 CE credit.
To redeem your CE credit, you must self-report your participation by visiting the Investments & Wealth Institute™ website: https://investmentsandwealth.org. Following the conclusion of the webinar, please enter the program date, program ID, program title, and Nicsa as the sponsoring organization. Nicsa will not report your participation on your behalf.
The Investments & Wealth Institute™ has final authority on the acceptance of individual courses for CE credit. If you have any concerns or complaints regarding registered sponsors, you may submit them via the IWI website: https://investmentsandwealth.org/contact-us.
CPEs Earned: 1
Continuing Education Topic: Supplemental - Leadership Programs
Program Format: Live Webinar
CANCELLATIONS AND REFUNDS: Due to this program being offered free of charge, there will be no refunds issued. Questions or Cancellations: Please contact Lilly Bahmani at info@nicsa.org
Please note by registering for this webinar, you are consenting to Nicsa sharing your information with the sponsor of this webinar, who may subsequently contact you. You may unsubscribe from these communications at any time. For more information, check out our Privacy Policy

Michael Kaneva
Director, Inclusion and Organizational Effectiveness
OPTrust
Michael Kaneva is the Director of Inclusion and Organizational Effectiveness at OPTrust. Over the past 25 years, he has worked across Canada in roles dedicated to organizational culture and development. Having worked in a broad spectrum of organizations from blue chip to governments, he has specifically focused on inclusion, diversity and equity as his career focus. A member of the 2SLGBTQAI+ community, someone living with a disability and a stalwart supporter of newcomers to Canada, Michael is dedicated to bringing meaningful and positive change in practical business solutions and addressing the issues of discrimination, racism, and unconscious biases.

Sonya Rorie, CFA (Moderator)
Deputy Chief Diversity Officer
Allspring Global Investments
Sonya Rorie is the deputy chief diversity officer at Allspring Global Investments. In this role, she works with the Chief Diversity Officer to improve Allspring’s internal culture and develop external strategies to encourage equal opportunity in diverse communities. Sonya joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to her current role, Sonya was a client relations director for the Institutional Client Group covering the Southeast region. She joined WFAM from Evergreen Investments, where she began her investment industry career in 2003. Prior to this, Sonya served as a senior auditor for Transamerica and KPMG. She earned a bachelor’s degree in accounting from the University of North Carolina at Charlotte. She is a certified public accountant and has earned the right to use the Chartered Financial Analyst® (CFA®) designation. Sonya is a member of CFA Society North Carolina and CFA Institute.

Anthony Almanzar
Vice President & Latin America Accounting Product Lead
State Street Corporation
Anthony joined State Street in 2015 as an Information Security Risk Analyst and more recently held a variety of roles in Identify & Access Management as a Business Analyst, Data Analyst, Solutions Analyst within Corporate Information Security and Business Risk Intelligence and Operations Manager for State Street Global Markets, and most recently a Senior Program Manager for State Street Global Advisors. Anthony is currently the Accounting product lead for Latin America. He is responsible for driving Accounting Product strategy for the Latin America region and organizational growth within the emerging region.
Prior to joining State Street, Anthony has worked as a Forecasting Analyst and Product Development in Italy for various boutique firms. During that time, he was focusing on Fixed Income research, quantitative modeling, tactical benchmark solutions, and portfolio construction for the clients he served. Additionally, Anthony managed the transformation efforts around operational efficiency and process automation.
Anthony has a Master’s in Business Analytics and Consulting from IESEG School of Management in Paris. He has earned a Bachelor’s degree in Finance and Accounting Management from Northeastern University and is actively seeking a Professional Masters in Data Analytics from Northeastern University.
Anthony is the former Chair of the Latin American Professionals Network (LAPN), which a nationally recognized employees resource group (ERG) at State Street. Under his leadership LAPN has received a number of national-level awards for their impact and contribution to advancing Diversity, Equity, and Inclusion (DEI). Anthony represents State Street in various external engagements and professional conventions. He is currently the interim Co-Chair of the Asian Professional Network (APN).
He is currently an active workstream member of Action #8 from the 10 Actions Against Racial & Inequality. Anthony is an advisory board member for Fisher College and the Boston Chapter of TecHire. Additionally, Anthony is a recipient of the 2022 Young Hispanic Corporate Achievers Awards by the Hispanic Association on Corporate Responsibility (HACR). In 2023 Anthony served as the Director of Financial Literacy for the Boston chapter of the Association of Latino Professionals for America (ALPFA). In 2023, he was recognized by the LAPN with Excellence in Leadership Award and with the Emerging Leader Nova Award by NICSA. In 2024 Anthony was appointed as a member of the CEO Advisory Council of the DEI Project for NICSA representing State Street Corporation.

Abu Toppin
Compliance Business Partner
MFS Investment Management
Twenty plus years of Legal and Compliance experience in the Financial Services industry. Exceptional change agent with the ability to provide quality advice, guidance and support. Reputation for increasing engagement across departments, community and business partners, complemented by excellent presentation skills and a collaborative leadership style to foster critical partnerships and definitive decision making. Highly skilled change agent and leader who can collaborate with others to inspire and support an inclusion and diversity strategy through every part of an organization.
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