top of page

Upcoming AWD Events

Linkedin Hero Image.png

FSI | OneVoice 2025

January 27 - 29 2025 | Gaylord Texan Resort | Grapevine, TX

Panelist: AWD Founder, Marlon Hall

#AWDHouston2025 | AWD 9th National Conference

Arrive Tue Night 6/17 - Depart Friday Night 6/20

Hyatt Regency Baytown Houston

Upcoming AWD Regional Dinners: LA & Miami 

2025 - Dates/Venues TBD

​​

AWD | Wholesaler Development Program™ / SIE Training Program

New Cohort Starting Spring 2025! Learn More

Watch Highlights from the #AWDAtlanta2024 8th National Conference

Watch Highlights from the #AWDChicago2023 7th National Conference
Read the #AWDChicago2023 7th National Conference Program

Watch Highlights from the #AWDDC2022 6th National Conference
 Read the #AWDDC2022 6th National Conference Program

​​

Past AWD Events

(Recorded Workshops)

AWD 2024 | Nashville Regional Dinner

Fleming's Prime Steakhouse | Nashville

Host: Loren Character, AWD Nashville Regional Officer

12/5/24

AWD 2024 November | Protective Handling Difficult Questions Workshop | Zoom

Host: Ericka Spann, AWD Member

11/19/24

AWD 2024 | DMV Regional Dinner

Bobby Van's | Washington, DC

Host: Keon Scott, AWD DMV Regional Officer

11/14/24

AWD 2024 | Chicago Regional Dinner

Steak 48 | Chicago

Hosts: Sam Gray, AWD Chicago Regional Officer &

Shienne Williams, AWD Chicago Regional Deputy

10/24/24

​​​

AWD 2024 Oct | Fisk University Introduction to Pensions & Annuities | Zoom

Guest: Marlōn Hall, AWD Founder

Host: Natalie Borneo, Fisk University

10/31/24

2024 | CEW • Jackson "Day in the Life of a Wholesaler" | Handshake / Teams

GuestMarlon Hall, AWD

Host: Melissa Burns, Jackson

10/29/24

AWD 2024 | MassMutual Boston Regional Networking Reception

MassMutual HQ - 10 Fan Pier Blvd

Guest: Marlon Hall, AWD

Host: Dominic Blue, MassMutual Chief Distribution Officer & AWD Member

10/17/24

​​

AWD 2024 Oct | Fund Focus Forum | Shelton Capital Management Denver

Guest: Marlōn Hall, AWD Founder

Host: Brian Callahan, President ICON Advisers

10/10/24

​​

AWD 2024 October | AssetLink Own the Farm - Investing in Black-Owned Business | Zoom

Guests: Lee Green & David Russell, Revolt Media

Host: AWD VP, Wayne Ewan

10/3/24

​​​​

AWD 2024 September | Macquarie Territory Management Workshop | Zoom

Guest: Sequoia President, John Sierawski

Host: Macquarie Consultant, Andrews Dadeboe

9/24/24

AWD 2024 | Fisk University Introduction to Life Insurance | Zoom

Guest: Candice Darien, AWD Member Development Senior Chair

Host: Natalie Borneo, Fisk University

9/10/24

AWD 2024 September | Allspring Business Planning Workshop | Zoom

Guest: Sequoia President, John Sierawski

Host: Allspring Regional Director, Jules Heyward

9/10/24

AWD 2024 | Dallas Regional Dinner

YardHouse | Addison

Hosts: Bryan Lubwama, Dallas Regional Officer & Marcus Kennedy, Dallas Regional Deputy

9/5/24

AWD 2024 | Detroit Regional Dinners

Petty Cash & SavannahBlue

Host: Kumar Jagdeo II, Detroit Regional Officer

7/19/24 & 8/29/24

AWD 2024 July | Franklin Templeton Alternative Investments Workshop | Zoom

Keynote: Allen Carr, Dave Donehoo, Alli Akers

Host: Quinton Alton-Spratt, AWD Academic Outreach

7/18/24

​​

AWD 2024 | 8th National Conference: Symposium, Assembly & Career Fair

Renaissance Waverly | Atlanta, GA

Host: AWD Founder, Marlōn Hall

​6/27/24 - 6/29/24

AWD 2024 May | Empower Emotional Intelligence Workshop | Zoom

Keynote: Monika Mikiciuk, Benji GoodrichTonya Horn

Host: Marlon Hall, AWD

5/8/24

​​

AWD 2024 | Lincoln Financial Philadelphia Regional Dinner

The Winston Social Club

Host: Rickie Taylor, Philadelphia Regional Officer

5/7/24

​​

AWD 2024 | JP Morgan Asset Management NYC Regional Dinner

Wolfgang's Steakhouse | East 54th

Host: Brandon Hilliard, AWD

4/25/24

​​

AWD 2024 Apr | Symetra Securities Licensing Fundamentals Workshop | Zoom

Keynote: Barb Sanders & Wilbur Eng Symetra Compliance

Host: Jermaine Perrien, AWD

4/24/24

AWD 2024 Mar | T. Rowe Price Leadership Insights Workshop | Zoom

Keynote: Melissa Cox, 2023 AWD Ally of the Year

Keynote: Barret Wragg, Malcolm Egun, Wayne Ewan

Host: Marlon Hall, AWD

3/22/24

2024 | CEW • AWD Fisk University Virtual Student Presentation | Zoom

Keynote: Kimberley Brown, CEW

Guest: Marlon Hall, AWD

Host: Professor Natalie Borneo, Fisk University

3/7/24

AWD 2024 | Atlanta Regional Dinner

Penthouse 10

Host: Wayne Ewan | Atlanta Regional Officer

HostDana Belfleur | Atlanta Regional Deputy

2/29/24

AWD 2024 Feb | Brighthouse Financial How to Become an External Wholesaler Workshop | Zoom

Keynote: Philip Beaulieu, SVP, BHF

Guest: Grayson Pohs, Specialist, BHF

Host: Candice Darien, AWD

2/21/24

 

AWD 2024 | Boston Regional Dinner

Grace by Nia | Boston

HostVic Howell, Boston Regional Officer

2/16/24

AWD 2024 | DMV Regional Dinner

Guapo's Tenlytown | Washington, DC

Host: Andre Dowtin | AWD Founding Member

HostKeon Scott, DMV Regional Officer

2/12/24

AWD 2024 | Twin Cities Regional Dinner

The Monte Carlo & Billy After Dark | Minneapolis, MN

Host: Kaana Smith, Minneapolis Regional Officer

2/8/24

AWD 2024 Jan | JP Morgan Asset Management Capital Markets Workshop | Zoom

Keynote: Jordan Jackson, VP, JPMAM

Host: Brandon Hilliard, AWD 

1/17/24

Jackson Financial | Developing Diverse Wholesalers Workshop

Speakers: George Washington, Marlon Hall, Ashley Golson - AWD

Host: Bob McAllister, Divisional Sales Manager Jackson Financial

1/9/24

------------------------------------------------------------------------------------------------------------------------------------------------------------------

AWD 2023 | San Francisco Regional Dinner

Telefèric Barcelona | Walnut Creek, CA

Host: Spencer Goodridge, San Francisco Regional Deputy

12/19/23

AWD 2023 | Denver Regional Dinner

Perdida | Denver, CO

Host: Sam McGibbon, Denver Regional Officer

12/14/23

AWD 2023 | Houston Regional Dinner

Truluck's Ocean Finest Seafood & Crab | Houston, TX

Host: Chris Felix, Houston Regional Officer

12/14/23

AWD 2023 | Nashville Regional Dinner

Fleming's Steakhouse | Nashville, TN

Host: Loren Character, Nashville Regional Officer

12/7/23

AWD 2023 Dec | Brighthouse Financial 30-60-90 Day Business Planning Workshop | Zoom

Keynote: Kevin MacIlvane, SVP, BHF

Host: Marlon Hall, AWD

12/6/23

AWD 2023 Nov | RiverSource Turn CE Into Sales Workshop | ON24

Keynote: AWD Ally David Snyder, SuccessCE

11/30/23

AWD 2023 | Chicago Regional Dinner

RPM Seafood | Chicago, IL

Hosts: Sam Gray, Chicago Regional Officer & Shienne Williams, Chicago Regional Deputy

11/16/23

AWD 2023 | Columbus Regional Dinner

Cap City Diner | Columbus, OH

HostDonelle Carter, Columbus Regional Officer

11/9/23

AWD 2023 | Charlotte Regional Dinner

Fahrenheit Charlotte | Society @ 229 Black History Showcase

Hosts: Jay Moore & Lindsey Crumlin - Charlotte Regional Officer & Deputy

11/8/23

AWD 2023 Nov | Lincoln Financial What Advisors Want from Wholesalers Workshop | Zoom

Keynote: Ed Walters, SVP/COO, LDF & Jo Powell, MBA, ChFC, Zircon Financial

Host: Bryan Haire, AWD

11/7/23

AWD 2023 | Indianapolis Regional Dinner

Delaware Life Suite @ Gainbridge Fieldhouse | Spurs v Pacers

Host: Ryan Reid, Indianapolis Regional Officer

11/6/23

AWD 2023 Oct | Invesco Gauging DE&I Authenticity Workshop | Zoom

Keynote: AWD Ally, Anna Penn-Lockwood, Invesco

10/24/23

AWD 2023 Oct | Delaware Life Crafting Effective Emails Workshop | Zoom

Keynote: AWD Ally, Brian Margolis, PGWholesaling.com

10/17/23

AWD 2023 Oct | Athene & Apollo Leveraging CE Workshop | Zoom

Keynote: AWD Ally David Snyder, SuccessCE

10/13/23

AWD 2023 | Jackson Financial Alabama A&M University Campus Recruiting Visit

Host: AAMU School of Business | Huntsville, AL

AWD Members: Chris McGaughyMarlōn Hall

9/18/23

AWD 2023 Aug | TruStage Q4 Sales Push Workshop | Zoom

Host: Sam McGibbon, Denver Regional Officer

8/30/23

AWD 2023 | Columbus Regional Dinner - Q3

Kitchen Social | Dublin, OH

HostDonelle Carter, Columbus Regional Officer

8/24/23

17th Annual Conference of African American Financial Professionals

"Stronger Together" Panel Discussion | Chicago, IL

Panelist: AWD Founder, Marlon Hall

8/9/23

2023 LIMRA Advanced Sales Forum & Ameriprise BEACN Black Advisor Summit | Chicago, IL

Attendees: Multiple AWD Members

Aug 2023

Greenwood Project "Rising Through Turbulent Times" Networking Event

Host: AWD Member, Sizwe KamaraGuest: AWD Founder, Marlon Hall

8/3/23

AWD 2023 July | MFS Investment Management Advisor Connect Workshop | Zoom

Keynote: Maureen Wilke, The Connected Advisor®

7/25/23

AWD 2023 | 7th National Conference: Symposium, Assembly & Career Fair

Swissôtel | Chicago, IL

Host: AWD Founder, Marlōn Hall

​6/21/23 - 6/23/23

AWD 2023 | Lincoln Financial Philadelphia Regional Dinner

South Jazz Kitchen | Philadelphia, PA

Host: Rickie Taylor, Philadelphia Regional Officer

5/18/23

AWD 2023 May | Symetra Financial LinkedIn Privacy Workshop | Zoom

Keynote: Patricia Montville, Executive Recruiter

5/16/23

LPL Black Advisor Network Southeast Regional Meetup | Atlanta, GA

Presenters: Multiple AWD Members

May 2023

AWD 2023 April | Sammons Financial Wholesaling Best Practices Workshop | Zoom

Keynote: Brian Margolis, Productivity Giant

4/21/23

AWD 2023 | TruStage Loyola University Campus Recruiting Visit

Host: Arrupe College | Chicago, IL

AWD Member: Ron Williams

Apr 2023

AWD 2023 | Capital Group Member Office Visit | Carmel, IN

Speakers: Valerie Stringer, Keon Scott, Marlōn Hall

Attendees: Capital Group SLATE Associate AWD Members

4/6/23

AWD 2023 March | Fi360 & Hartford Funds AIF Designation Workshop | Zoom

FeaturingMichael Muirhead | Fi360

3/16/23

BISA Annual Convention | Fontainebleau Hotel | Miami, FL

Attendees: Multiple AWD Members

Mar 2023

Allspring Global Investments DE&I Virtual Panel Discussion | Zoom

AWD MembersJules Heyward & Marlon Hall

2/15/23

Brighthouse Financial: Our Industry, Our Voice | 2023 Black History Month Roundtable | Teams

AWD Members: Syreeta Richardson & Marlon Hall 

2/8/23

AWD 2023 February | Harbor Capital Professional Designation & Leadership Workshop | Zoom

Featuring: Marc Kiner, CPA, NSSA | Premier Social Security Consulting

Michael Muirhead & Rickie Taylor | Fi360

Vickie Abbott & Brandon Truitt | Zahn Associates

Gigs-Taylor-Stephenson & Gary Clement, CFP | Kaplan Professional

Paul Gonzales | The Winters Group, Inc.

2/2/23

AWD 2023 January | AMG Funds LinkedIn Optimization Workshop | Zoom

KeynoteSherri Fitts, Sherri Fitts & Co.

Featured AWD Member: Deshawn Peterson

1/17/23

AWD 2023 | Denver Regional Dinner

JING | Denver, CO

Host: Sam McGibbon, Denver Regional Officer

1/10/23

------------------------------------------------------------------------------------------------------------------------------------------------------------------

Thrive Scholars Finance Career Exploration Panel

Panelist: AWD Academic Outreach Director, Ron Williams

Dec 2022

AWD 2022 December I Franklin Templeton & Lincoln Financial Territory Management Workshop

Guest: Sequoia President, John Sierawski

Hosts: Franklin Templeton, Quinton Alston-Spratt & Allie Akers | Lincoln Financial, Chris Felix & Justin Kurnik

12/14/22

AWD 2022 | Chicago Regional Dinner

Kinzie Chophouse | Chicago, IL

Host: Chicago Regional Officer, Samuel Gray

12/12/22

AWD 2022 | Nashville Regional Dinner

Carne Mare @ W | Nashville, TN

Host: Nashville Regional Officer, Loren Character

12/11/22

AWD 2022 | Houston Regional Dinner

JOEY Uptown | Houston, TX

Host: Houston Regional Officer, Jasmin Rushing

12/01/22

CEW Sales Leadership Speaker Series

Speaker: AWD Member, Newman Rochester

Nov 2022

AWD 2022 | Charlotte Regional Dinner

Special Guests: Jim Gardella, MFS & Chris Wilson Principal Financial

Eddie V's Prime Seafood | Charlotte, NC

Host: Charlotte Regional Officer, Jay Moore

11/17/22

AWD 2022 November | T. Rowe Price & Athene Business Planning Workshop | Zoom

Guest: Sequoia President, John Sierawski

Hosts: T. Rowe Price, VP Wayne Ewan | Athene, VP Korie Henry

11/16/22

AWD 2022 | Alts Council Meeting: Apollo Global Management Introduction

Guests: Brady Gallagher & Kendall Mitchell | Apollo Global Asset Management

Hosts: Alts Council Chair, Lindsey Crumlin | Alts Council Vice Chair, Kaana Smith

11/16/22

AWD 2022 | Denver Regional Dinner

JING | Denver, CO

Host: Denver Regional Officer, Sam McGibbon

11/11/22

CEW Sales Leadership Speaker Series

Speakers: AWD Members, Antwan Williams & Koran Jordan

Oct 2022

AWD 2022 | Philadelphia Regional Talent Mixer

The Winston | Philadelphia, PA

Host: Philadelphia Regional Officer, Rickie Taylor

10/21/22

ICI Internal Sales Manager Roundtable: Fireside Chat | Philadelphia, PA

Guest: AWD Founder, Marlōn Hall

Member Attendees: Derren McDaniel & Earl Singletary

10/21/22

AWD 2022 | JP Morgan Asset Management Colorado State University Campus Recruiting Visit

CSU Finance Club | Fort Collins, CO

Host: CSU Finance Club | Black African American Cultural Center

AWD Members: Ram Marlonsson, Sam McGibbon, Marlōn Hall

10/19/22

AWD 2022 | Indianapolis Regional Dinner

1933 Lounge | Fishers, IN

Host: Indianapolis Regional Officer, Ryan Reid

8/29/22

AWD 2022 | Symetra Financial Seattle Regional Dinner

STK Bellevue | Bellevue, WA

Host: Seattle Regional Officer, Jermaine Perrien

8/24/22

AWD 2022 | Los Angeles Regional Dinner

Elephante LA | Santa Monica, CA

Host: LA Regional Officer, Kaana Smith

8/18/22

AWD 2022 | 6th National Conference: Symposium, Assembly, Career Fair

Westin National Harbor | Washington, DC

Host: AWD Founder, Marlōn Hall

​6/16/22 - 6/18/22

2022 HBCU Business Deans Roundtable | Dallas, TX

Guests: AWD Academic Director Ron Williams & AWD Founder, Marlōn Hall

6/3/22

InvestmentNews DE&I Summit & Awards | New York, NY

See It Be It Role Model Award Winner: AWD Founder, Marlōn Hall

5/11/22

AWD 2022 | New York City Regional Dinner

STK NYC Downtown | New York City Meatpacking District

Host: NYC Regional Officer, Gordon Henderson

​5/10/22

AWD 2022 | Natixis Investment Mangement Boston Regional Dinner

MIDA | Boston, MA

Host: Boston Regional Officer, Vic Howell

​4/19/22

AWD 2022 | Atlanta Regional Dinner

Rock Steady | Atlanta, GA

Host: Atlanta Regional Officer, Wayne Ewan

3/24/22

AWD 2022 | Philadelphia Regional Dinner

South Restaurant & Jazz Club | Philadelphia, PA

Host: New Jersey Regional Officer, Keon Scott

​1/27/22

AWD 2022 March | Western & Southern Presentation Skills Workshop | Zoom

Guest: Western & Southern Gold Sponsor, Mark Caner, President of Distribution 

3/8/22

AWD 2022 January | Business Planning Workshop | Zoom

Guests: The Coalition for Equity in Wholesaling 

​1/27/22

------------------------------------------------------------------------------------------------------------------------------------------------------------------

AWD 2021 November Virtual | Interview Preparation Workshop

Presenters: The Coalition for Equity in Wholesaling 

​11/18/21

​AWD 2021 November Virtual | Professionalism Workshop

Advisor Office Etiquette / Year End Best Practices​

Exec Committee Update: Julian Curry​

11/16/21

AWD 2021 | Nashville Regional Dinner

Sinema | Nashville, TN

Guests: Jackson, D&I Director Cecil Brown & Jackson VIBE ERG President Alyssa Macon

Host: Nashville Regional Officer, Loren Character

11/12/21

AWD 2021 October | Sammons Financial Introduction | Zoom

2021 Gold Sponsor, Sammons Financial

Sammons Financial Head of Distribution, Greg Bonzagni

Sammons Financial SVP, Chief Human Resources Officer, Anne Cooper

Sammons Financial Talent Acquisition Director, Kristin Percival

10/19/21

AWD 2021 | Chicago Regional Dinner

STK Steakhouse | Chicago, IL

Guests: Sequoia System International, Royal Daughters of God & PMC-LLC

Host: Chicago Regional Officer, Samuel Gray

10/12/21​

AWD 2021 September | Capital Markets Workshop | Zoom

DE&I / Academic Outreach Committee Update: Chair Ron Williams

New AWD Training Partnership

The Sequoia System, Business Development Officer: John Sierawski

 

"Capital Markets Workshop: Strengthen Your Acumen"

 

AWD Wholesaler Development Co-Chair: Gordon Henderson, CRPC

Equitable 1290 Mutual Funds, Regional Vice President

9/14/21

AWD 2021 Wholesaler Development Program™ Kickoff Meeting | Zoom

AWD Academic Committee Committee Chair: Ron Williams

AWD Academic Outreach Committee Members

Assorted HBCU Administrators

The Coalition for Equity in Wholesaling

The YARD Tour: Chuck Faush

8/30/21 - Zoom

AWD 2021 August | Follow Up Workshop | Zoom

"Step Up Your Follow Up Game"

AWD Committeemen: Julian Curry & Terrell Golden

+ AWD Success Stories (We Have Many!)

Wall Street Wizards Mentorship Opportunities: Bill Thomason

The Art of Income: AWD DE&I Committee Member: Ted Mekonnen

8/24/21

AWD 2021 August | Brighthouse 30-60-90 Day Planning Workshop

"Developing a 30-60-90 Day Plan" Workshop

Brighthouse Financial, VP: Kevin Macilvane

Brighthouse Financial Director: Tuan Nguyen, CLTC

Brighthouse Financial, Divisional Sales Manager: Tien Nguyen, CLTC

AWD Wholesaler Development Senior Committee Chair: Candice Darien, MSM, CLTC

8/17/21

AWD 2021 July | Brighthouse Territory Management Workshop

Brighthouse Financial VP, Divisional Sales Manager: Kevin Macilvane

Brighthouse Financial Divisional Sales Manager: Tien Nguyen, CLTC

Brighthouse Financial Director: Tuan Nguyen, CLTC

7/22/21

Coalition for Equity in Wholesaling | June

Equitable, CEO Task Force on DE&I: Angela Martin & Shanene Muldrow

AWD Academic Outreach / DE&I Committee Chairman: Ron Williams

​More Information: Shanene.Muldrow@equitable.com

6/28/21

AWD 2021 June Virtual | Brighthouse Wholesaling Business Analysis Workshop

Keynote Speaker: Brighthouse Financial, VP & Divisional Sales Manager: Kevin Macilvane

HostCandice Darien, CLTC, MSM - AWD Wholesaler Development Senior Committee Chairperson

Panelists: Tuan Nguyen, CLTC & Tien Nguyen, CLTC - Brighthouse Sales Managers

6/24/21

AWD 2021 June | Leadership Workshop | Zoom

2021 Gold Sponsor: Prudential Financial Senior Leadership Roundtable

"Demystifying the External Hiring Process"

Featuring: Seven Prudential Financial Sales & Distribution Senior Executives

(Kevin BraytonJim MulleryAnn NandaDon MallaviaRichard PorterNewman RochesterJim DiLorenzo

AWD Black Leadership Panel Discussion hosted by AWD Founder, Marlon Hall:

Martin Powell, CUNA Mutual - Head of Annuity Distribution

Barrett Wragg, T. Rowe Price - Head of Institutional Consulting & Private Wealth​

James Carter, Capital Group - Divisional Sales Manager, North Central US

Richard Porter, Prudential Financial - Divisional Sales Manager, Western US

Pamela Knight, BlackRock - Divisional Sales Manager, Western US

6/15/21

Coalition for Equity in Wholesaling Meeting | May

Equitable, CEO Task Force on DE&I: Angela Martin & Shanene Muldrow

AWD Founder: Marlon Hall

AWD DE&I Committee Chairman: Ron Williams

​More Information: Shanene.Muldrow@equitable.com

5/24/21

AWD 2021 May | Body Language Workshop | Zoom

2021 Gold Sponsor Capital Group | American Funds

Featuring: Antonio Bass, CFA & Keon Scott, Capital Group | American Funds

Keynote Speaker: Nonverbal Communication, Sales & Body Language Expert: Linda Clemons

https://www.lindaclemons.com

Special Guest Speaker: Marriage Counselor & Family Therapist: Dr. Candice Cooper-Love

https://www.drcooplove.com

5/18/21

Coalition for Equity in Wholesaling | April

Equitable, CEO Task Force on DE&I: Angela Martin & Shanene Muldrow

AWD DE&I Committee Chairman: Ron Williams

AWD Exec Committee Member: Howard Crockett

4/26/21

AWD 2021 | State Farm: African American Employee Resource Group

"The Wealth Gap in African American Communities"

State Farm Sales Leader: Chad Pasley, ChFC

AWD Founder: Marlon Hall

4/21/21

AWD 2021 April | Resume Building Workshop | Zoom

2021 Gold Sponsor Jackson Financial

Keynote: Jackson, Director of Talent Acquisition: Damon Shackleford

Special Guest: Jackson, Director of Diversity & Inclusion: Cecil Brown

Special Guest: Franklin Paterson Resume Professionals, CEO: Janis Ransom

4/20/21

AWD 2021 | Equitable: Black Leadership Network

The Men of BLN: Brother 2 Brother Session

Equitable: Michael Locke, Clay Wells, Julius LightburnMicah Lewis

AWD Founder: Marlon Hall

4/8/21

AWD 2021 March | Brighthouse Introduction | Zoom

2021 Platinum Sponsor Brighthouse

Keynote: Senior Vice President, Head of Distribution: Melissa Cox

DE&I Committee Chairman: Ron Williams

Special Guest: Lisen Stromberg, PRISM - DE&I Corporate Culture

Special Guest: Peggy Marshall - Global Institute of Organizational Coaching

3/23/21

Johns Hopkins University - Carey School of Business

Diversity, Equity, Inclusion & Belonging Summit 2021

Panel Discussion: Building Inclusive Communities Roundtable Discussion

AWD DE&I Committee Member / Legg Mason, Lead Consultant: Quinton Alton-Spratt, LUTCF, MBTI

T. Rowe Price, Senior Manager & African Heritage BRG Chair: Jasmine Richardson

Federal Employers Health Benefit Program, Division Advisor: Clayton Corley, Jr.

Google, Ethics & Compliance Program Manager: Lemar T. White

Lutheran & Refugee Services, President & CEO: Krish Vignarajah

3/24/21

Coalition for Equity in Wholesaling | March

2021 AWD Platinum Equitable, CEO Task Force on DE&I: Angela Martin & Shanene Muldrow

AWD Founder: Marlon Hall

AWD DE&I Committee Chairman: Ron Williams

AWD Exec Committee Member: Howard Crockett

More Information: Shanene.Muldrow@equitable.com

3/29/21

AWD 2021 | NAIFA Indiana Virtual Speak on Purpose CE Presentation

Speak on Purpose: Deliver Your Message Precisely & Effectively,

w/ Author & Keynote Speaker: AWD Founder: Marlon Hall, CFS

3/18/21

AWD 2021 | Wesley Peachtree Institute Virtual Annual HBCU Forum

Panel Discussion: Financial Considerations for Higher Education

Southern University of New Orleans, Executive Cabinet Member: Eurmon Hervey, Jr. Ph.D.

The National Association of Securities Professionals, President & CEO: Ronald C. Parker

The American College of Financial Services, President & CEO: George Nicholls III

The Association for Wholesaling Diversity (AWD) Founder & President: Marlon Hall, CFS

3/9/21

AWD 2021 February | Storytelling & Networking Workshop | Zoom

"The Art of Persuasion"

SPECIAL GUEST: T. Rowe Price Global Head of Diversity & Inclusion: Raymone Jackson, CLU, MBA, FLMI, ACS

Exec Committee Member: Wayne Ewan - T. Rowe Price

Member Development Committee Chair: Candice Darien, CLTC

2/23/21

Coalition for Equity in Wholesaling | February

2021 AWD Platinum Equitable, CEO Task Force on DE&I: Angela Martin & Shanene Muldrow

AWD DE&I Committee Chairman: Ron Williams

Prudential, Securian, Jackson, Protective, Principal, New York Life, Brighthouse, Equitable

2/22/21

Coalition for Equity in Wholesaling | January

Equitable, CEO Task Force on DE&I: Angela Martin, Shanene Muldrow, Fiona Russo

AWD DE&I Committee Chair: Ron Williams

AWD Founder: Marlon Hall, CFS

Prudential, Securian, Jackson, Protective, Great American, Prudential, New York Life, Transamerica, Equitable

1/25/21

AWD 2021 January | Annual Update | Zoom

AWD DE&I Committee Chair: Ron Williams

1/19/21

AWD 2021 | YP4J Virtual Black Professional / Black Graduate Student Career Panel

Young Professionals for Justice (YP4J)

West High School - Newark, NJ

AWD Founder: Marlon Hall, CFS

Rutgers Law School, Assistant Dean: Rhasheda Douglas

1/19/21

AWD 2021 | Equitable Virtual National Sales Meeting

Equitable Foundation Presentation of $25,000 Grant to AWD

Equitable Divisional Vice President: Fred Makonnen

AWD Founder: Marlon Hall, CFS

1/12/21

------------------------------------------------------------------------------------------------------------------------------------------------------------------

AWD 2020 November | Franklin Templeton Getting Promoted Workshop | Zoom

"Why Would I Hire You?"

Reasons Internal Wholesalers Get Promoted To External Wholesalers

AWD IW Development Committee Chair: Candice Darien, CLTC

AWD IW Development Committee Co-Chair: Gordon Henderson

SPECIAL GUEST: Maria Diaz, Talent Acquisition Manager, Franklin Templeton

11/24/20

AWD 2020 October | Member DE&I Workshop | Zoom

Hosted by DE&I Committee Chair: Ron Williams

10/20/20

AWD 2020 September | Member Development Workshop | Zoom

Host: Wholesaler Development Committee Chair: Candice Darien, CLTC

9/22/20

AWD 2020 August | Wholesaling Best Practices Workshop | Zoom

Hosted by AWD President: Marlon Hall, CFS

8/25/20

AWD 2020 | Equitable Group Retirement: DE&I Workshop

Presentation/Q&A: Equitable - Group Retirement
AWD Member: Micah Lewis - Equitable

AWD Member: Gordon Henderson, CRPC - Equitable

AWD Founder: Marlon Hall, CFS

7/31/20

AWD 2020 | Jackson Financial Virtual DE&I Panel Discussion

AWD Member: Chardae Hawley - Jackson

AWD President: Marlon Hall, CFS

7/22/20

AWD 2020 July | Getting Promoted Workshop | Zoom

"Next Step"

Committee Chair: Candice Darien, CLTC

Committee Member: Gordon Henderson, CRPC - Equitable

Committee Member: Charles Samuel, CLU, ChFC - AIG

Committee Member: Julian Curry - Pacific Life

7/13/20

AWD 2020 | Indianapolis Regional Dinner

Sullivan's Steakhouse | Keystone, IN

Host: AWD Founder Marlōn Hall

2/11/20

----------------------------------------------------------------------------------------------------------------------------------------------------

AWD 2019 | 5th National Assembly

Charlotte Uptown @ The EpiCentre | Charlotte, NC

Host: AWD Exec Committeeman Andre Dowtin

7/12/19

AWD 2019 | Indianapolis Regional Dinner

Sullivan's Steakhouse | Keystone, IN

Host: AWD Founder Marlōn Hall

3/6/19

----------------------------------------------------------------------------------------------------------------------------------------------------

AWD 2018 | 4th National Assembly

W New York Times Square | New York City, NY

Host: AWD Honorary Co-Founder Kaana Smith

6/1/18

----------------------------------------------------------------------------------------------------------------------------------------------------

AWD 2017 | 3rd National Assembly

Courtyard Miami Downtown | Miami, FL

Host: AWD Exec Committeeman Julian Curry

Dec 2017

AWD 2017 | 2nd National Assembly

Houston Marriott West Loop by The Galleria | Houston, TX

Host: AWD Founder Marlōn Hall

Mar 2017

----------------------------------------------------------------------------------------------------------------------------------------------------

AWD 2016 | 1st National Assembly

Courtyard Embassy Row | Washington, DC

Host: AWD Founder Marlōn Hall

Jun 2016

bottom of page