Financial Services: Industry Group Session

2020 NMSDC Virtual Conference

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The 2020 NMSDC Conference +
Business Opportunity Exchange (BOE) is now virtual!
October 26 – 29, 2020

This session offers an overview of the financial services industry and provides insights on the state of the industry, how the pandemic has impacted it, and how its members have pivoted or changed to deal with the pandemic while advancing MBEs and other diverse businesses. The session will feature industry leaders from member companies of the Financial Services Roundtable for Supplier Diversity (FSRSD©).

James Jackson III, Supplier Diversity Program Manager, Zions Corporation
James Jackson III
Supplier Diversity Program Manager
Zions Coporation

Lissa Miller, PhD, Chief Supplier Diversity Officer & FSRSD Chair, Truist Financial Corporation
Lissa Miller
Welcome Remarks
Chief Supplier Diversity Officer & FSRSD Chair
Truist Financial Corporation

Lissa is the interface between Truist and the diverse supplier community and is responsible for working with its lines of business and functions to expand the company’s utilization and development of qualified minority, women, veteran, disabled, LGBT-owned and small businesses and ensure that the bank is in compliance with federal guidelines concerning diverse supplier inclusion in procurement activities.

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Punita Patel, Vice President, Global Supplier Diversity, JPMorgan Chase
Punita Patel
Vice President, Global Supplier Diversity
JPMorgan Chase

Punita Patel is Vice President, Global Supplier Diversity at JPMorgan Chase where she directs the development and implementation of best practices and strategies for diversity in an international, inclusive supply chain. She manages strategic alliances with business leaders, suppliers, customers, advocacy organizations, and community.

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Ryan Richards, Director, Investor Relations, Truist Financial Corporation
Ryan Richards
Director, Investor Relations
Truist Financial Corporation

Truist, with responsibility for Accounting Policy, SEC and Internal Reporting, Corporate Accounting, and the Credit and Treasury Controller functions.

Prior to the merger, Ryan served as the CAO and Corporate Controller of SunTrust and was responsible for a number of Corporate Finance functions, including Accounting Consultations, Financial Reporting, Corporate Accounting and Accounting Operations. He also worked with Business Segment controllers in driving improvements in financial reporting, risk management and internal controls.

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William Kapfer, Global Head of Supplier Diversity, JPMorgan Chase
William Kapfer
Global Head of Supplier Diversity
JPMorgan Chase

Dr. William Kapfer is Global Head of Supplier Diversity at JPMorgan Chase. He is responsible for leading the firm’s strategy to include diverse-owned businesses in the company’s supply chain, mirroring their customer demographics and fostering economic growth in the communities they serve.

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Maura Colleary, Chief Procurement Officer, New York Life
Maura Colleary
Chief Procurement Officer
New York Life

Maura Colleary is the Chief Procurement Officer for New York Life. She was appointed to this role in April 2016 to lead the transformation of New York Life’s Procurement Organization to that of a more strategic partner with our businesses.

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Kala Gibson, Executive Vice President, Head of Business Banking Fifth Third Bank
Kala Gibson

Senior Vice President
& Head of Business Banking
Fifth Third Bank

Kala Gibson is executive vice president and head of Business Banking. He oversees the strategic planning, operations, sales force and products for the division. Business Banking serves clients with annual revenues up to $20 million across 1,155 banking centers and 10 states.

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Tom D. Lutz, Senior Vice President and Chief Procurement Officer, US Bancorp
Tom D. Lutz
Senior Vice President and Chief Procurement Officer
US Bancorp

As Senior Vice President and Chief Procurement Officer for U. S. Bancorp since 2008. Tom is responsible for the corporate group’s strategic sourcing, vendor management, and supplier diversity. His focus is on delivering significantly greater value across the enterprise through more effective internal alignment, improved vendor relationships, strategic talent management, and a shareholder-centric view of operating costs and business practices.

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