Join moderator Tim Volk and several members of our Diversity, Equity and Inclusion (DEI) committee in conversation with special guests, Mitchell Spearman and Sheila Lawrence.

In the realm of DEI, the “I” is often deprioritized as the last to be considered and hardest to measure. Yet Inclusion is often the most important metric for success and impact in terms of developing successful teams, improving client retention, and new business development. With this, we invite you to listen and engage in this discussion around how we can help our businesses and clients adopt an “Inclusion Mindset.”

We welcome you to share the invite with your firm’s DEI professionals for complimentary attendance at this event.

Attendees will:

We look forward to your participation in this important conversation.

Members may register for this UHNW Institute Webinar on the portal here. If you want to learn more about joining The UHNW Institute please do not hesitate to contact us.


Meet the panelists:

Tim Volk 

Founder and Principal of T. Volk & Company



Mitchell Spearman

Founder and Dreamer of Gifts of a Lifetime, LLC

Leaders Council Member at The UHNW Institute



Sheila C. Lawrence, MALD, CFP®, CAP

Partner & Senior Client Advisor at Ballentine Partners, LLC