Tag Archive for: Black History Month

Courtney Lee: Associate Investment Strategist, Dimensional Fund Advisors

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Courtney Lee“You can learn anything. You just have to be confident in your ability to learn,” says Courtney Lee, who has recently moved to Dimensional Fund Advisors (DFA).

Lee shares on the value of the learning curve, bridging the gap in socializing at work and taking a scaffolding approach to overcoming networking aversion.

Chasing A Steep Learning Curve

Coming out of Brown University with a business economics degree but no desire to go down the Ph.D. route, Lee found herself moving towards finance and then investment management.

She was not drawn to the idea of sales—or the outgoing, used car salesman kind of personality she associated with it—but she tried it with a friend’s referral.

“I ended up enjoying sales once I discovered how to implement my own approach” reflects Lee. “Essentially you just provide people with information and let them decide how they want to use that.”

When the steep learning curve flattened out, however, Lee grew restless and sought out an MBA from Washington University in St. Louis, so she could develop analytical skills to dive deeper into the data.

“There are a lot of factors at play that affect your investment portfolio—part of my job is to understand and communicate those factors,” says Lee. “My job is to explain complicated things in an uncomplicated manner so that people can understand it.”

Building Up Your Learning Capacity

“I look for steep learning curves,” says Lee. “I do that over and over and over again”—such as enrolling in a rotational program at State Street Global Advisors (SSGA) after business school.

“I begin new opportunities with confidence that although I don’t know much yet, I will. I have to be curious and unashamed about asking questions,” says Lee. “If something is unclear, I do not assume that my questions are dumb or that everyone knows except me. I just ask. By asking those questions early and often, I climb the learning curve.”

If she could, Lee would assure her undergrad self that it’s okay to not know what she doesn’t yet know and that she will learn most things on the job.

“What you’re learning in university is a good foundation,” she notes, “but you’re always going to have a learning curve—the gradient depends on your background and what fundamental knowledge you have.”

As a Division 1 basketball player back at Brown, she used to return pre-Covid to share her experience and perspective with student-athletes.

“I tell them that employers know that you don’t know everything,” she says. “They’re hiring you because they’re confident that you can learn and that they can teach you what you need to know to do the job.”

She recommends building up your learning capacity to lessen the curve each time—“continue building a strong foundation of relevant knowledge and skills that make climbing the learning curve easier and faster.”

Lee values mentorship for gleaning insight and knowledge from those ahead of her on the curve.

“I often use mentorship for perspective,” she says, calling on others to help her think about a situation, to check her thought processes, to ask how they would handle a decision.

“I don’t know what I don’t know,” Lee says, “but there are a lot of people who can guide me.”

Bridging the Gap

Building up camaraderie with mostly male colleagues in the office wasn’t easy in the early days when she began.

Lee noticed she wasn’t getting invited to lunches or to happy hour. Playing basketball during Friday lunch was the bridge she took to finding other common ground.

Once she connected on the basketball court, Lee began to be invited out with colleagues. Other times she simply asked to join them. While socializing has become less of an issue, Lee still feels women at her level are hampered by stuck perceptions and taboos.

“Male colleagues can go out for a drink with a male boss or a male boss’s boss without scrutiny. The same is not always true for young female professionals,” she observes.

Building Up To Enjoying Networking

Lee admits being initially resistant to networking, but the lasting relationships that she’s built at each firm are now what she finds most fulfilling.

“As an undergrad, I thought of networking as superficial and intimidating” says Lee, but her business school experience slowly broke her from this aversion.

“At Washington University in St. Louis, networking was a requirement during orientation. They made it easy and low stakes,” she recalls. “First, you were networking with your classmates. And by networking with your classmates, you’re making friends.”

Lee explains how the school took a scaffolding approach. After classmates, students were then asked to connect with alumni, who could offer valuable insight and advice. Lastly, they applied their networking skills with prospective employers.

“By the time the employers come in, you’re like I’m just connecting with people and having a one-on-one conversations,” Lee reflects. “I’m an introvert, and I felt comfortable with that.”

Even when it comes to event networking, Lee recalls valuable advice such as considering approaching a group of two or three people, rather than a group of four with no obvious space to step into.

“Others are often there for the same reason and it can be awkward, so they’re looking for you to initiate too,” she notes.

Developing Expertise and Contributing

While she loves traversing learning curves, Lee is excited to transition from a generalist to building expertise in her new position.

“I’m really excited to climb this learning curve,” she says. “It’s a new firm. It’s a new role. There’s a new investment philosophy, so all of it is very stimulating. My goals are to learn and contribute.”

During one of her rotations back at SSGA, she specialized briefly in Environmental, Social, and (Corporate) Governance (ESG) investments. She’s excited that much of this approach—such as exclusionary and inclusionary screening—is being increasingly integrated into the broader investment process throughout the industry.

Her personal donor-advised fund, a fund used solely for contributing to non-for-profits, is also invested in sustainable and impact strategies.

Growing In New Surroundings

Lee is settling in after a move from Boston to Austin, Texas for her DFA role, intent on the conscious effort to build community in a pandemic world.

Yet another learning curve Lee has launched herself into is DIY woodworking. With her move, she brought a coffee table, blanket ladder and sit-stand desk she crafted with her own hands.

“With guidance, I think I can learn how to do this,” she says, no matter what it is—and all the evidence shows she can.

By Aimee Hansen

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Jamila Houser: Deputy Chief Underwriter – Agency Lending, PGIM Real Estate

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Jamila Houser“People often say ‘if you can see it, you can be it.’ Well if you don’t see it, does that mean you can’t be it?” challenges Jamila Houser.

Houser speaks honestly on qualifying yourself, showing up as you and the challenges of leveling up while finding your balance.

Getting Into The Door

With strong natural abilities in math and science, Houser grew up thinking her job options were becoming a doctor or an engineer.

But while picking up her second undergrad degree at Georgia Tech (in engineering), she realized that designing laptop fans—her final senior test —was not the gateway to her ideal field, as a naturally outgoing people person.

After working in consulting at Accenture, she moved towards a real estate concentration in her MBA at Georgia State, which eventually launched her into 17 years of moving up through the ranks with PGIM Real Estate so far—where she loves the people, culture, challenges and opportunities.

But getting that initial foot in the door was no small feat. Her resume lacked real estate experience and 75% of the job post read like a foreign language. So Houser chose to emphasize from her daily life how she was a bright individual with genuine passion for the space, who could learn and had the energy to come in, figure things out and get stuff done.

“What skills do you think you bring to the space and what is it that interests you most about this opportunity?” Houser advises to ask, emphasizing that as women we too often mistake that we have to tick every box.

“Forget the fact that you have no experience,” she says. “How can you communicate your interest in such a way that you convince them that you are worth the investment?”

She recommends to be aware of the energy you are bringing foremost, come with clarity on what skills you offer and clearly exemplify those skills and how they will add value.

She also attributes her success to managers who had the courage to do something different and invest in knowing and growing her.

“It’s so important that when people are choosing an organization to work with, they are interviewing that manager just as much as they are being interviewed,” notes Houser. “You want to go somewhere where there are people who see value in you and are going to do their part to help ensure your success.”

If You Can’t See It, Can You Still Be It?

Houser admits feeling like an outsider when she initially entered into finance those couple decades ago. The industry appeared to be a conservative, formal and stifled male world where she didn’t belong as a warm and friendly people person.

While there are far more women and women events since she entered the industry, Houser notes that it still takes energy to network in a conference room where she is one of few people of color, let alone senior women of color.

“I think for me personally I have had to get comfortable with being uncomfortable,” she says. Houser has learned to go into new roles as who she is, not measuring her compatibility for the role by the gender, skin color, personality or approach of her predecessor.

“I may not see someone who looks like me, talks like me, sounds like me, but I still see myself in people who are in leadership,” she notes. “You get to realize you’re not that different.”

“I’ve never met a stranger. I just love people,” says Houser. “And I can empathize and understand that the people I’m dealing with are in a large part influenced by the lenses they’ve developed over time. So I can build relationships in a way that allows us to get to know each other.”

Recently, in a Zoom presentation to several heads of business, a simple smile from one gentleman amidst a screen of faces reminded her: “You’re just talking to other regular human beings. You’re here, you have something to say and they’re here to listen to you.”

Leveling Up Your Skills and Brand

“I’ve built my brand on hard work,” says Houser, coming from a line of single mothers. Her own mother completed her Ph.D. across 20 years while also working three jobs.

“Hard work, determination and persistence caused me to rise in the organization very quickly up to a certain point. The earlier promotions happened automatically,” Houser observes. “But there comes a point where those qualities alone are not enough, and moving up through senior management levels requires mastering new skills.”

Houser admits she works to rebuild proficiency and confidence each time she levels up.

“I have to be very intentional about negative speak—especially when I’m going into new positions or new opportunities,” she says of the critical inner voices familiar to many of us. “How quickly can I cut that off?”

Houser is grateful for mentors and sponsors who have witnessed and magnified her strengths as well as been able to point out her subtler blindspots or gaps… and dissolve her false concerns.

With her recent promotion, she’s been facing the common leadership growth pains of moving from the “hardworking” brand she’s confidently built her career on to redefining her value by leading and supporting others to be effective and productive.

“I hold myself to a very high standard, probably unreasonably high,” says Houser, “so when you’re shifting to no longer being the doer but now the manager, you have to tone it down. Moving from colleague, or peer, to manager is a difficult transition that I’m still mastering.”

Rather than assume how her team wants her to support them, her approach has been to get very clear on what support her team needs from her while communicating what she needs and expects from her team.

At first it was difficult not to jump in and put her hand in everything out of habit, but the sheer volume of work has shifted her towards more delegation and trust, so she can focus on where she needs to go now too.

Finding Your Authentic Expression

Houser is an outcomes-driven person who has learned across time to bridge the conversation differently with those who are more process, detail or strategy-oriented, with their own inclinations and gifts.

One of her personal journeys has been finding her authentic expression in a professional setting, and letting that move with her.

“The switch flipped for me with authenticity that I can still be myself but there’s a way to be myself at work,” says Houser, noting her husband pointed out to her that her professional self is as much a part of her wholeness as her Sunday dinner self.

“I have had to wrestle with the idea of authenticity,” says Houser, “and I think I’ve become much more comfortable that I can be who I am and express how I express. I have found the right balance where I bring my authentic self but into the work setting.”

Bringing Others Up With You

“Once it clicked that not only do I have a seat at the table, but people also look up to me,” observes Houser, “I began to take the responsibility to lift others to success very seriously.”

While she used to be focused solely on her own contribution, Houser now spends most of her time looking around to see who she can advocate for, make visible and elevate, building the close mentor relationships she herself has valued as a mentee.

“I especially champion the ones who no one is thinking about, nobody is talking about, they’re not raising their hand,” she says. “They’re fine sitting over there and doing their job every day to a very high degree.”

“That gives me so much joy,” says Houser, “using the skills, the talent, the relationships, the knowledge I’ve gained to help someone else be successful.”

Practicing Self-Care to Show Up For Others

As many women share, being passionate about her job in the remote, 24/7 availability work environment and being a mother of ten and eight year old sons who are distant learning beside her at home has made creating balance more challenging.

“I’ve found that if I don’t take care of myself, I can’t show up and be there for my staff, for my kids or my husband,” observes Houser. “So though I may want to put my hand in all these efforts and do all of these things, I need to put my own oxygen mask on first.”

She has found declaring self-care recharge days and moments for herself to be a necessary grace. She plans to cultivate more intentional quality time and movie nights with her boys.

Houser finds meditative rhythm by running in a women’s group each morning come rain or snow, and gardening continues to be a lifelong love of hers, with a future interest in helping to create urban farms.

By Aimee Hansen

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Beyond Kamala Harris: Elevating More Black Women to Leadership

Kamala HarrisNow that U.S. Vice President Kamala Harris’ election represented a milestone for women, black women and Asian-American women alike, let’s call for momentum.

Because if organizations are not focusing on elevating significantly more black women to leadership positions, they are likely failing to do so.

Black women face compounded discrimination in the workplace with intersecting gender and racial identities—so while among the fasting-growing entrepreneurs, at least pre-pandemic, black women still struggle to pierce corporate leadership’s glass ceiling.

For how much longer will a lack of diversity results continue to reflect corporate commitment to holding onto homogeneousness in leadership?

The Conversation Is Finally Happening, But It Can’t Stop There

Former Senator Kamala Harris, a black woman and woman of Asian descent, broke new ground as the first woman to become U.S. Vice President. Though highly visible for all in the spirit of “if you can see it, you can be it”, a real shift will be evidenced when she is not an exception, and black women are prominent in influential leadership.

While the sociocultural conversation of 2020 focused on Black Lives Matter, the C-Suite conversation is arriving to the reality that black leadership matters—inducing financial and reputation-based reverberations for companies that continue to fail to move diversity beyond lip-service to a quantifiable reality.

In a commitment to accelerate efforts towards racial justice and equality, McKinsey Academy launched the Black Leadership Academy, with a Management Accelerator program and a Black Executive Leadership Program, to support progression to both senior leadership and C-Suite roles.

Several companies—such as Amazon, Uber, Microsoft, Salesforce, Facebook, Apple, and Google—vowed to significantly increase investment in black leadership and diversity, as well as made tangible commitments to % increases in representation.

Black Women Face Specific Challenges at Work

When we only talk about “women leaders” or “black leaders”, we are missing the point that black women are often sidelined in either discussion—either white women or black men often become the feature players.

Lean In released a report called “The State of Black Women in Corporate America,” which details the challenges and obstacles that black women specifically face—these, in effect, include underrepresentation, lack of support and access, day-to-day discrimination and unrealized, discouraged ambition.

Underrepresented and Undermined

75% of black women identify as ambitious towards their career, while 40% seek to attain a management position within the next five years. But while 37 women lead Fortune 500 firms, none are black, and while 21% of C-Suite leaders are women, only 1% are black women.

Less than 1% of Fortune 500 CEOs are black, with a total of only 18 Black CEOS across the past two decades—Ursula Burns was the only woman among them.

Whereas black women make up 7.4% of the U.S. population, they hold only 1.6% of VP positions and 1.4% of C-Suite positions. White men, however, make up only 35% of the U.S. population and dominate 57% of VP positions and 68% of C-Suite positions.

For every 100 men hired into manager roles, only 64 black women are. Black women request promotions at the same rate as men, but for every 100 men promoted to manager, only 58 black women are.

“The culture of promotion can also exclude qualified black candidates,” writes Jeanne Sahadi, “who may not be part of the social networks that board members and CEOs often use to vet a candidate.”

Black women are both the most educated and the fastest-growing group of entrepreneurs in the U.S., owning 21% of all women-owned businesses and with above average growth rate.

However, between 2009-2018, less than .0006% of venture capital went towards black women-led startups. And black women still earn 62 cents for every dollar earned by white men, compared to 82 cents on average for women.

Not only are black women underrepresented, but when they overcome obstacles to achieve success, their accomplishments are often attributed to external factors. This undermines recognizing black women for their talent, competency, hard work and hard-earned credit of their successes.

Less Support and Access to Leadership

Lean In points out that in a survey of U.S. law firm employees, “62% of women of color with some level of mentorship said the lack of an influential mentor was a barrier to their advancement; only 30% of white men said the same.”

Only 24% of black women say they have the sponsorship needed to advance their career, compared to 30% of women and 33% of men. Black women are less likely to feel their managers help navigate organizational politics, advocate for opportunities for them, or provide opportunities to showcase their work—with affinity bias likely playing a big role. Also, while 80% of white women and men see themselves as allies, less than half of black women feel they have strong allies behind them.

Meanwhile, employees with steady manager support are both more likely to be promoted and to believe they have the same opportunity to be promoted.

When it comes to leadership access, black women are least like to have a substantive interaction with a senior leader—41% never have, versus 27% for all men and 33% for all women. An even greater gap exists with casual interactions with a senior leader—59% never have, versus 40% for all men and 49% for all women.

Perhaps it’s no surprise that research has shown the attrition rate of black professionals in general is higher, with a third intending to leave their company within two years.

Emotional Tax of Daily Discrimination

Between the regular experience of microaggressions and often being the “only” black women in the room, black women pay a lot of emotional tax in the workplace.

“I learned at an early age to silence myself when it came to race, and it was at the expense of my own well-being,” says Minda Harts, CEO and founder of The Memo LLC, a career development company for women of color—as well as author of The Memo: What Women of Color Need to Know To Secure a Seat at the Table, who now encourages women to speak about these inequalities.

Lean In reports that black women are more likely to have to provide more evidence of their competence (40%, versus 30% of all women). And while one in ten white women have the experience of someone expressing surprise about their language skills or abilities, one in four black women suffer this microaggression. Women who regularly experience microaggressions think about leaving their job three times as much.

54% of black women often experience being the “only” one of their racial gender identity in the room. Black women who have this “only” experience are more likely to feel closely watched than other women in that circumstance (41% vs. 23% of all women, 10% of white women), on guard (40% vs. 25% of all women, 15% of white women) and pressured to perform (49% vs. 32% of all women, 11% of white women).

Not only that, but black women who are the “only” one are way more likely to feel their personal actions reflect on others like them (50% vs. 30% of all women, 9% of white women), aware they are seen as representatives of their race and gender.

“You have an added burden to succeed,” testified Mary Winston, formerly interim CEO of Bed, Bath and Beyond. “If you don’t, you know there won’t be another one like you for many years to come.”

Unrealized, Discouraged Ambition

Black women are earning more degrees than any other group and are as likely as white men (more likely than white women) to be interested in top executive positions, with increased desire to positively influence company culture and be a role model.

This very willingness to lead can work against black women in a double bind of the communal expectations of women, so that they suffer an ambition penalty.

Over the last 40 years, only 13% of black women Harvard MBAs have reached the most senior executive ranks, whereas 40% of non-African-American Harvard MBAs have.

Black professionals of any gender who do reach the C-Suite are rarely given the roles with high advancement potential, such as profit-and-loss positions, and more likely to be placed in marketing, human resources and administration.

The other reality is that those in power are less likely to validate the issue: a Boston Consulting Group survey indicated that while 43% of black colleagues observed obstacles to advance for people of color in their workplace, only 19% of white men above 45 years felt those obstacles existed.

Organizational Action to Support Black Women To Leadership

The Lean In authors suggest three key actions for companies to address obstacles to leadership for black women—in effect, make the advancement of black women a priority, address bias in both hiring and promotions and create an inclusive workspace.

Make Supporting Black Women a Specific Objective

As black women represent both racial and gender diversity amidst the false construct of default white male leadership, they often fall through the gaps, so the commitment to advancing black women in particular must be intentional.

Supporting black women to advance requires specific and measurable targets— in the consideration pool, in hiring and in promotion, in succession and in retention, but also in mentorship and sponsorship.

The progress against these measures should be visible and diversity targets attached to accountability in performance reviews and financial reward.

Reducing Bias in Hiring and Promotions

Diversity needs to begin with having black women (not just one black woman) represented in the pool of candidacy, as research has shown that a woman, or a black woman, has zero statistical chance of being hired if alone in a pool of finalists.

Beyond insidious bias awareness is training and tools to mitigate that bias, objective checks throughout the process (eg anonymous resume review), and use of technologies that provide truth-telling data and remove levels of bias to level the playing field.

Inclusive Workplace

Finally, organizations need to intentionally cultivate more inclusive workplaces, that reduce the emotional tax for black women, while providing the same casual support and access others receive.

This includes real guidelines to inclusive culture as well as training on anti-racism and allyship beyond affinity bias. It also means reducing the “only” experience for black women so it’s no longer the norm, and addressing the casual and nuanced ways that black women still fail to be invited into network and leadership access.

The conversation of black leadership, and particularly black women leadership, is now glaringly open and on the table. The question is which organizations will carry the talk through to character and action, until our leadership actually fully embodies the results of that commitment.

By Aimee Hansen

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Rose-Gaëlle Belinga: Technology Associate, Morgan Stanley

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Rose Gaelle Belinga“Because I really have people’s attention, I make sure that my work speaks for itself, that people take me seriously,” says Rose-Gaëlle Belinga from Morgan Stanley.

Belinga speaks about her unique journey into software engineering and her passion for applying tech acumen to better the world.

The Power of Simple Innovation

Growing up in her family home in Yaoundé, Cameroon, Belinga was inspired towards STEM at an early age by her parents, both family trailblazers who attended university in science fields.

While inclined towards STEM, what piqued her interest in technology was a simple can opener.

When her uncle gifted her book on inventions, she was inspired to learn that the can opener was not invented until 40 years after the can, meaning that people had accepted a harder way to do things.

“Someone said there must be an easier way, and if it doesn’t exist I’m going to go ahead and invent it and everybody is going to benefit from my invention,” says Belinga.

The notion of making a big impact on lives from a simple innovation catalyzed her passion for technological innovation.

Another Kind of Language

After high school, she moved to the U.S. and attained her bachelor and master’s degree in software engineering from Auburn University, alongside a bachelor of arts from Oglethorpe.

But coming from Cameroon, where neither computers nor internet were prevalent at that time, when a professor recommended that she take his Java course, she assumed he was referring to the island in Indonesia.

When that same professor described software through the example of the plane that senses, provides data and course-corrects for the pilot, steering the plane most of the time, she saw that “software was almost the spirit in the machine” and realized tech could complement any field of interest she would have.

As a polyglot, she now counts her programming proficiency among her Bulu, English, French, and German fluency, as well as Latin, Hungarian and Spanish languages she can speak at some level.

“Programming languages also have the grammar and spelling and syntax and all,” she notes.

In 2012, she joined Morgan Stanley after first summer interning there, and loving the company culture, complexity of problems, richness of technology and mobility of opportunities inside the organization.

Leveraging Your Difference

When Belinga moved to an engineering school with 96% caucasian and mainly male student peers, her initial sense of imposter syndrome was offset by being actively supported by her student peers and a Moroccan professor who advised her to leverage her differences.

“My professor told me that when he goes into a classroom, he doesn’t know who the best students are. But when he sees a female student or person of color, they get his attention right away,” she recalls from her junior year. “That’s how my professor challenged me, not to look at being underrepresented as holding me back but as an advantage – and let my work speak for itself.”

Those words stayed with her. When she first began employment, Belinga used her voice to call out those who assumed she was part of the administrative staff rather than the engineering team. But she has never considered her gender nor ethnicity as a barrier to her possibilities.

“Instead, I am showing that the abundance mindset is a thing,” says Belinga. “I’m here for a reason, and everyone I work with knows that. I now get more responsibility than some of my colleagues because I stand out and my team knows I can deliver.”

She mentors to keep your long-term interests in mind when making job decisions – such as advising a friend against moving to a position that was perhaps a diversity quota win for the team but not the best move for him personally, or advising a mentee into a PhD track so she could arrive to her desired focus of tech research.

Technological Philanthropy

“Because I stand out,” she shares, “I try to take advantage of the platform to open the door for others, such as encouraging colleagues to go to under-served high schools to teach computer science or encouraging male colleagues to mentor female students.”

She emphasizes that it can’t just be women helping women or people of color helping people of color, but everyone can step up.

Belinga is animated by technology philanthropy, putting her tech acumen to work for the greater good, not only teaching computer science to students in locally under-served high schools in the New York/New Jersey areas, but also making tech vocations accessible in places where they have been absent.

“One thing that has always made me sad was that I had to leave my support network, my family and everything I knew in order to pursue my studies and seek a better lifestyle,” she reflects. “It would have been nice if those opportunities had been made available locally.”

So Belinga is dedicated to being a part of the change she wants to see. Volunteering in partnership with Global Code and TurnTabl, she has traveled to Ghana with fellow volunteers the last few summers, apart from this past summer.

Partnering with Global Code, they instruct a three to four week crash course which empowers the community students to envision a tech solution project to help the local community – and together they develop the prototype.

For example, due to youth urban migration for education and work, elders did not always have immediate family to call on, let alone an equivalent of 911. The students created a necklace for elderly in the village with an embedded device and three buttons, pre-programmed to make calls or send messages for support in case of falling or emergency.

The best students from the Global Code program can then apply to the Turntabl program to be placed in contract technology jobs (with mentorship) for companies in North America, Europe and Asia from their home country, without having to relocate from their families or support system, as Belinga once did.

Envisioning What is Possible

Catalyzed by her passion for technology philanthropy, one of Belinga’s interests is Augmented Reality and Virtual Reality (AR/VR), which she researches as part of an innovation program that allows employees to dedicate 20% of their time to exploring new solutions or technologies.

“Wouldn’t it be great if with a headset we could allow different people to collaborate in the same virtual room?” she asks, whether an office or in a classroom.

Along with the benefit of collaboration, 3D data visualization animates her. She imagines her nephews being able to explore a village in the rainforest or to hear someone speak her native tongue, Bulu.

She also sees the potential of AR/VR to shift how we think about the issues we need to collectively confront, such as by immersing us in the reality of places most affected by them. Her first contact with the power of AR/VR was standing in middle of Times Square as she experienced it submerged according to sea level rising scenarios.

“AR/VR has the potential to help us see how the actions we take affect other people we don’t see,” she says, “so we can build more emotional intelligence and motivate ourselves to tackle it together.”

Belinga is an active member of the FIRE movement. For her, it represents finding life hacks to make your biggest dreams (if health, wealth and time were no issue) happen in the here and now.

She is currently polishing up Pachelbel’s “Canon in D” on the violin to fulfill her brother’s wish for a public performance (it will be her first) at his wedding this summer.

By Aimee Hansen

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Kacy J. Gambles, SVP Regional Manager of Investment and Fiduciary Services for the East Bay and San Jose California Regions, Wells Fargo Private Bank

Kacy J Gambles“Be bold, be brave and just be you. Don’t shrink to please the people around you,” says Wells Fargo Private Bank’s Kacy J. Gambles.

Kacy always had an interest in two things: people and numbers.  When she thought about career choices she wanted to marry these two interests together.  The discussion of finances was not exactly dinner table conversation, however through the perseverance and ‘scrappiness’ of her mother, Kacy was exposed to different job functions within the financial industry.  Ultimately she was led to wealth management when she stumbled upon an advertisement to study for the CERTIFIED FINANCIAL PLANNERTM designation.

Kacy started her career at PNC Bank in Pittsburgh, PA in 2003 and held a number of positions in the company’s wealth management division, from an associate trust advisor & portfolio manager to a product manager covering the separately managed accounts and alternative investments platforms.  Ultimately, she knew she enjoyed the client-facing side of the business and made the decision to obtain her MBA at The Tuck School of Business, Dartmouth College.  In 2009 while finishing her MBA at Tuck, and attending the National Black MBA Association (NBMBAA) annual conference, she crossed paths with one of Wells Fargo’s senior leaders who invited her to join his California based team in the Private Bank in an investment management development program. She has served as an investment strategist managing high-net-worth clients’ portfolios and then moved into management as a regional investment manager.  This path led to her 2017 promotion and her present day role as SVP leading a team of experienced financial professionals who help clients work toward their unique goals by providing investment management, trust and estate services, as well as specialized wealth services including legacy planning, real estate asset management, philanthropic, and business advisory services.

Being an African American executive, Kacy discusses her journey in the financial services industry and how proud she is to be navigating the journey as a woman of color every day, and acknowledges the power of sponsors who have advocated for her along the way.

“There aren’t many individuals who look like me and I have been able to navigate this industry with the support of great individuals of all types who took an interest in my career and my success.”

Gambles is keen to distinguish the difference between mentors and sponsors and urges people to understand the power of a sponsor who can truly advocate for you at the table where you are not seated. She believes more courageous conversations are the key to seeing change in the industry and in the need to advocate for hiring people with non-traditional backgrounds. And, that people should raise their hands to be matched with mentors and sponsors. She opines that Wells Fargo has a great programmatic approach to supporting women in the firm that she feels she has benefited from along the way.

“There is so much value in mentoring as it is a two directional relationship where both sides get to learn and address unconscious biases.”

She recounts recently going to a Tesla showroom and servicing shop and finding herself surprised at the number of female engineers; an example whereby we can all be caught unaware of the unconscious bias that can lurk in our brains if we are honest with ourselves in recognizing it.

Being a good manager is important to her and creating a team where people can be themselves is a continual goal of hers and she works to create space for all people to be themselves.

“When someone says thank you for listening and letting me be my authentic self and to be visible, I feel very proud. Diversity and ultimately inclusion means people can come to the table and feel like they are heard and this goes for ethnicity, gender, sexual orientation and even mental health diversity which is increasingly recognized.”

Change Agent

Inspiring and humble, Kacy is clearly motivated by being “the voice and the change” as she puts it “within the community and internally within the team”. She explains that a village helped raise her and she believes that coaching, inspiring, mentoring, developing and giving back is important to her in the work that she does inside and outside the firm.

“I am excited to be a change agent as how we (Wells Fargo) are seen in the community is important both in doing the best work to meet the wealth management goals of clients, and in solidifying an organization with great team members so that people can continue to believe in the organization.”

Kacy energetically talks about the increase of women owned businesses and within that the number of African American and Latinx women who are changing the lending culture by virtue of being the job creators and the product leaders in communities. She is excited by millennials and how they approach their careers and what their wealth needs will be in the future.

Tenacity on the Journey

Kacy reiterates tenacity as a trait that is helpful in building a career recounting that she got a lot of “no’s” but she chose to hear these as “not now” instead. She emphasizes the importance of being the owner of your career and figuring out the pathways to get more “yeses”. She believes that some barriers are organizational and can change with processes such as panel-based decisions in hiring but is forthright that individuals can self- impose their own limitations and believes that a “can do” attitude is crucial for success.

Kacy relays her advice that she would give to her younger self, “I tended to be quieter in meetings and I wish I had taken more chances.  I was once advised that  when someone thinks you are ready for an opportunity don’t insult them by saying you can’t. Now I realize that my advice to others is that you always can. You have the skills, resources, and examples.  If you don’t see it then you can become the light for the people behind you.”

Outside of work she offers that her spiritual side is her foundation and that she was raised by strong women who remind her where she came from and keep her humble and that she has to “pull people up with me”.

Kacy enjoys travel with a philanthropic twist as a volunteer for Habitat for Humanity.

“I always leave feeling that the people building the houses get more than we give on these trips as it is the human side of connecting that matters and love still abounds and we as humans are resilient. It is very humbling.”

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Change Your Mindset To Change the World (and Your World)

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By Nicki Gilmour

As we close out our Black History Month coverage this week, and in a direct follow up to my Op-ed on mental constructs regarding Race and how to talk about racism.

I ask how can you ensure your network is not just full of people like you, who hold the same constructs and therefore everyone can easily have confirmation bias? Bad for business with potential ‘groupthink’ coming into play, and bad for personal growth.

I am going to ask you to check whether you walk the talk on having an inclusive network.

Does your network consist of people who look, think and act like you, in every way? I am here to ask what can you gain by broadening your horizons?

How can you ensure you are getting to know perspectives that are different from yours? Equally, how can you explore enough when you are getting to know someone, to find out if that person who do not look like, can actually be very similar? How can you not presume or make assumptions based on stereotypes? It is hard because you brain “goes” there and research from the fields of neuroscience and social science’s “ladder of inference” can be shared with you in one sentence here. Simply put, your brain tricks you into thinking you have seen this before and you know what this is about. Guess what? You don’t know what is coming next, whether it is your brain seeing four red cars and subliminally telling you the next car will be red. Or whether your brain tells you that leaders are always better if they are tall white men even if you don’t know the person himself but in concept only. Or you do know the person and you dismiss their flaws and give unearned credibility to them due to concepts.

My point is, appearances can be deceptive. We are all made up of complex identities, no one is simple or one dimensional and we all have a gender (male is a gender too), ethnicity (maybe we need a new word as it implies white protestant as a benchmark baseline ), orientation (straight is an orientation too), nationality, work position, parent or not parent status, even golfer or not golfer status. Most of us, have had some affiliation to a legacy or current dominant group. We can go through life like that, easily. I had very little perspective for example of what it meant to be a Catholic growing up in Belfast as my class and religion meant I was never really stopped by army or police or had to deal with thugs and gangs and any resemblance of poverty. Bombs yes, they were everywhere and random, but the everyday drag and bias of being in the minority and less powerful group in my society, no. Yet, my mindset was one of scarcity, fear, paranoia and being aware to this day of the so-called “other”. I am not saying I am freed 100% from my sectarian constructs – maybe 99%, but I know that i see parallels in the USA with race and that is why I know for sure that people can take the diversity journey and grow. As Maya Angelou said, “when you know better, you do better.”

So, where do you start?

Step 1: Take the time to understand your values because values are espoused versions of your implicit beliefs. Chances are you are running the same old program that was handed to you in childhood via your direct environment, family structures, institutions such as school and church/temple/mosque, and the overall society you were born into and whatever norms that group had in play.

Step 2: Write out every construct you have been told such as “Trust is earned” or “X, y, z is the way it is”. What do you tell yourself when you are in varying situations as who to hire for the project, who to cut from the project, and who to promote? What do you tell yourself when you are stressed at work and having less than optimal interactions?

Challenge the and every single line by asking yourself simple questions such ‘Do I believe this, truly?’ or an advanced version of this could be ‘How else can I look at this?’ or ‘Is this still working for me now?’ and “how is this actually something that was given to me by my father/mother/granny, and is not actually how i feel at this time?”

If you would like to work with me as a coach on personal and professional growth and renewal, with real insights for you, about behaviors and the context of the operating system you are in. Please book a free exploratory time with me. Life is too short to carry outdated constructs around. Grow! Whether it is individual, or organizational change, it does not happen without awareness as the starting point.

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Voice of Experience: Valerie S. Peters, CTFA®, Senior Vice President and Head of Relationship Services; Abbot Downing

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“When I entered the corporate world over 20 years ago, I believed that it was possible to achieve anything with hard work and discipline, and I still believe those are key ingredients to success,” says Valerie Peters, who serves as operations leader for Abbot Downing, a Wells Fargo business serving ultra-high-net-worth clients.

Her career path has proven the value of focusing on a goal….and working to achieve it.

Each Experience Leads One Step Closer to Career Goals

Peters started her career in retail banking as a customer service phone representative and then transferred to the commercial real estate division, where she was selected for the management trainee program. She immediately felt drawn to the wealth management arena during a rotation in the trust area, and with that eventual role in mind, she began looking for opportunities that would help her build the skills she needed.

She took a role managing a team of client service professionals supporting wealth management clients with their banking, investment and fiduciary servicing needs; from there, she moved on to become a manager within a trust center and eventually transferred to the division that served ultra-high-net worth clients. Her time working in client-facing, trust services and operational roles were each stepping stones that helped prepare her for her current position as operations leader for Abbot Downing.

In her quest for continuing education, Peters counts achieving her designation as a CTFA (Certified Trust and Financial Advisor) several years ago as one of her proudest moments. “I had spent several years working in the fiduciary area, and earning the CTFA was a culmination of the time I spent gaining work experience, as well as obtaining knowledge through the various trust school programs I have been fortunate enough to attend,” she says.

Sponsors and Mentors as a Key Ingredient to Success

Along the way, Peters has found that sponsors and mentors are crucial and has appreciated the support they have given. She has also looked externally to find role models to emulate; one of her personal role models is Ursula Burns, who came from modest beginnings to become the first African-American woman to lead a Fortune 500 company. “I have long been inspired by her hard work and dedication,” Peters says, citing her strong work ethic and commitment to learning the ins and outs of business through a variety of roles.

Over the years, Peters has participated in a number of programs geared towards retaining diverse talent, including women, naming the Diverse Leaders Program as one of the most impactful. “The whole time I participated in the program, I felt that I was valued not only for what I do within the organization, but also for who I am and how the perspectives and insights gained through life experience shape my thoughts, ideas and values,” she says.

When Peters is away from work, she values time spent with her family—a favorite escape is spending time at the beach unwinding and enjoying the ocean. “We try and get away as often as possible when the kids are on break from school,” she says.

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Mover and Shaker: Jeanelle Johnson, Director, Deals – Valuations, PwC US

Jeanelle JohnsonFor PwC’s Jeanelle Johnson, it’s the experiences gained from taking on new challenges and living overseas which have made her career path so rewarding.

Having the right people around her was key to making it happen.

“Finding your people is extremely important in feeling like you belong, and sometimes you have to be strategic to find them,” she explains. For her, finding sponsors has been pivotal in helping her advance, both to understand the professional landscape and the unwritten rules.

Creating a Career on Her Own Terms

Johnson started in a different career path than most of her counterparts in the consulting world; she began at a family-owned business in the financial services industry where she examined trading by company executives and wrote articles for mutual fund companies. She decided to earn her MBA—working full-time, while pursuing classwork part-time on the evenings and weekends.

While participating in on-campus recruiting, she interviewed with an investment firm in Baltimore for an investment banking role and started as an Associate, only to find out a month later the group was being sold. Johnson was getting married at the time so she took a pause to reflect on what she wanted in her future career.

Earlier in her career, Johnson had been exposed to Big 4 firms, which she was surprised to learn did more than just accounting—but also valuations and M&A transactions, which is what she had enjoyed most when she worked in investment banking. She had also been intrigued by their reputation among her peers and in the media, such as in Working Mother magazine, as a place where she could enjoy a challenging work environment, but also be able to carve out the time she needed to start a family.

Johnson joined a Big 4 firm in 2006 and worked there until August 2015, appreciating the flexibility they offered her—first working remotely from California while her husband completed a graduate degree; then working from home most of the week when her first child was born; and finally offering her a transfer to the London office to accompany her husband who had been offered an opportunity there—a stint that was supposed to be a year and ended up being more than five.

When they moved back, she and her husband decided it was best for the family to focus on her career, and he became the primary parent. Johnson was looking for a firm that was supportive of developing people like her into partners, and the recruiter who had hired her at her prior firm was then at PwC so she pursued an offer there. “I was offered a position that started in March, but I told them that I could not start until August, and they were willing to wait,” Johnson says, which confirmed she had found the right place. They moved to New York for two years and then returned to Washington D.C. in July 2017, which she says has been wonderful both personally and professionally.

And, she says, that’s the professional achievement she is most proud of so far…the ability to pivot to whatever opportunities she was offered, rather than just following a straight line.

Finding Role Models—And Acting as One

Johnson says she admires people who demonstrate grit and resilience, and who don’t let anyone see them sweat—even when they are. “Maintaining that calm, level head imbues confidence to everyone, while also being open and approachable—those are qualities I try to emulate,” she says.

As one of the senior women in her practice group, she is proud to take part in diversity and inclusion initiatives that help promote the idea that it is possible to have both a successful career and family, especially as an underrepresented, minority woman. “Much of the corporate world was not designed by us or for us, so being visible allows younger people to see what they can accomplish,” she says.

Recently, Johnson joined the board of directors for a charter school in D.C. as another way to share her professional acumen.

With two children ages six and 10, she appreciates the opportunities that were presented by living overseas. “It provides you with such an interesting frame of reference; we traveled extensively, and my daughter has visited 18 countries…she’s drummed on the streets of Istanbul and been in a backpack in Marrakech markets.”

“Traveling gives you a broader view of the world, and I am passionate about instilling that in my children. If you stick to what you know, you may never see what is possible.”

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Op- Ed: How To Have the Hard Conversations About Casual Racism

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casual racism

By Nicki Gilmour
It is Black History Month. Beyond the celebration of African heritage, it is also a time to have the hard conversations.

Hard conversations around race, ethnicity, racist behaviors and what makes someone or something racist are uncomfortable for many people and it takes bravery, an open and developed mind and good intentions to embark on them. If you are a white person you have to face that you might have some white privilege going on, and it is easier said than done. If you are a person of color reading this, know that i am terrified to dissect this, but want to in service of advancing the subject and hope I can provide a way for everyone to think differently. Casual racism and casual sexism have a lot in common, it is like a 2.0 version where it is not exactly explicit but has enough intoned for us to know on the receiving end of it, that there is something implied to ‘keep us in our place’, the place before we were here. The sunken place in the fabulous satire Get Out explains race in America better than most articles I have seen.

It is a fragile yet perfect time for conversations about social identity and specifically race and ethnicity with different voices calling out Gucci and Katy Perry’s products saying they evoke Blackface depictions this week. Liam Neeson disclosed information about an incident that could have ended in a vengeance murder of an innocent black person 40 years ago in the UK. So, If not now, when would we talk about racism, casual and otherwise?

Racist? I am not a racist! 

In case you missed the whole disclosure from Liam Neeson, this VOX editorial piece is the best round up of opinion and links I have read about the topic. But, what is striking about this whole incident to me is that he seems oblivious to the obvious conclusions that most of us have around his language today describing the incident in the past. His reaction of surprise of being called a racist for his admission, is casual racism and white privilege, as it is afforded only to people who have the luxury of not understanding what it means to be black, or in other circumstances of casual -isms, a woman or LGBT in this world.

I grew up in the sectarian violence of Northern Ireland so I understand firsthand what he is saying about pitting entire groups against each other based on identity and affiliation by default to a two group system to brutalize the brutalizer or one on their “side” in a vicious cycle of perceived wins. So, his context is what we call in Northern Ireland “tit for tat murder” and I think while it might be hard for people to fully understand what he is saying about his programming, it is relevant here. Not in any way an excuse, but if we apply how one’s lens or worldview shapes us we can start to understand why people will differ in their opinion of what constitutes racism and why that is.

The ‘socialized mind’ is one that does what is expected of it, according to Kegan (Harvard developmental psychologist) who suggests that between 58% -75% of the population can only view incidents subjectively. Simply put, situations only makes sense to them according to how they directly experience events and data filtered through the lens of lifelong cultural and familiar constructs.

I think Liam is still very much unconsciously but not consciously having a reflection around masculinity and its role in the patriarchy. He is now fully starting to challenge his childhood constructs and that review is a good step.But, I have not seen him have any glint of awareness that he is not extending the same review he gave to his constructs around vengeance of the other group to his worldview on race and ethnicity. He has not gotten to a place where he can also see that by asking the second or third question to his friend who was raped consisting of ‘what colour was he?’ was only a deductive question to get an answer he wanted. It was a new form of in-group and out-group category process that remained in his framework from Northern Ireland’s two group system of “Us or them”. So, he did (and does) have bias against people of color and predisposed stereotypical notions, but he had no clue until now and possibly continues to not see it. So, having seen this play out in all aspects of diversity, my question always becomes one of why do the rest of us have to suffer as a default group affiliated member (person of color, woman etc) while the straight white guy has a mere inkling that fish do not know they are swimming in water and wants a prize for admission of a bad behavior? My conclusion is always, ‘better late than never and keep going.’ because what other choices do we have for progress?

What are the best ways to prepare for a hard conversation around ethnicity and race?

A discussion around race is ripe or any other hot topic involving identity and legacy power, whether in this piece or at a dinner party, only if the people reading this or eating dinner with you are not beholden to making meaning of experiences only via the usual cultural sources given to them over a lifetime, processed exclusively through that worldview.

Race, politics, sexism, and the gold or blue dress challenge all boils down to what your brain thinks it knows to be true. According to Kegan and Lahey, developmentally if you can only look through your lens without being able to look at the lens itself, you are beholden to that socialized mindset of tribal, go with their crowd thoughts trapping you forever in subjectively. Sound familiar? The problem is we get nowhere as people name call and soundbite at each other on social media and family dinners and it shuts down an actually productive conversation that is needed to resolve tough topics. Hence, the masses scream on twitter and some people will say they are right in naming racists as racists and others will say that they do not believe that person or product is racist and that is an over reaction and just cannot see what you are talking about or come to their defense based on personal frameworks versus wider systemic thought frameworks, or objective review.

The adult developmental level beyond the socialized mind is the self authoring mind and then the self transforming mind. In this situation and in casual racism, we have to go beyond our beliefs and experiences to understand other people’s experience in their context, not just ours. What Michelle Rodriguez missed in her defense of Liam was not lost on Shonda Rhimes or so many others.

In our socialized mind we can argue all day whether he is a racist or not a racist, and we will both feel vindicated. In our self authoring mind, we can apply frameworks that help us understand systemic matters such as societal bias, stereotyping and legacy historical power issues. Then, we can understand why Black Lives Matters for example, is not negating that all lives matter and by saying it is, is a denial of inequity and a microaggression.

Equipping yourself with the capacity to enjoy ambiguity while developing mental complexity and having competing ideas without having to throw one out to streamline or prevent cognitive dissonance, is a growth strategy for you in your career and life.

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Voice Of Experience: Kenya Scott Woodruff, Partner, Katten Muchin Rosenman LLP

Kenya Woodruff“Don’t stress out” over your career, Kenya Scott Woodruff tells women who are entering the workforce.

“It really does all work out. Your career path might not be as you predicted, but if you are willing to work hard; you are open; and you say ‘yes’ to things that others don’t, you are going to end up with great opportunities to advance.”

Finding Her Passion in Healthcare

Kenya began her career at a large law firm in Dallas as a commercial litigator, but she discovered the healthcare practice area as a second-year associate and immediately loved the complexity of the space.

She found a mentor who was a client. He managed litigation for a large health system and helped Kenya develop a steady stream of healthcare litigation work. She later went to a firm where she handled government investigations, before transitioning to an in-house position with the Dallas hospital district, Parkland Health and Hospital System, where she handled investigations, litigation, regulatory and transactional work.

After four years, Kenya returned to private practice, focusing on mergers, acquisitions and joint venture strategic partnerships in the healthcare sector and advising administrators and medical providers on compliance and other business issues. In October, she came to the newly-opened Dallas office of Katten as part of a respected trio – Cheryl Camin Murray, Lisa Genecov and Kenya. They were the first three women partners in the new office and were hired to grow the firm’s healthcare practice in the Texas region.

While Kenya is looking forward to what the team will accomplish, one of her top career highlights is a project she took on when she returned to private practice, working with five physicians and a technology investor to help them build a healthcare company. Together, they formed an independent Accountable Care Organization (ACO), Premier Patient Healthcare, and the company has since expanded to more than 400 physicians and created savings for Medicare and private payor programs each year they have existed.

Kenya found it exciting to watch their growth and especially to realize that there are rural, unaffiliated physicians who now have the technology that delivers recent visit and admission data about patients to the physicians’ desktops and enables them to care for their patients with an understanding of their recent medical encounters. “We’ve been through a lot together since 2012, and it’s amazing to see the wonderful work they have done,” she says. “It is awesome to see the role they are playing in advancing efficient care and to be able to play a part in that advancement.”

In fact, in this era of constantly searching for high-quality, cost-effective care, Kenya is finding that collaborative arrangements are emerging as an important answer. “We are working to help healthcare professionals and organizations figure out how they can take care of patients across the continuum of care in an efficient and effective way,” she said.

Career Advice For Creating a Successful Path

The healthcare industry is largely a welcoming place for women. While there are still advances to be made, Kenya says companies are increasingly amenable to women progressing into executive leadership roles. But in the legal industry, she recognizes there is still a real issue with retention of female attorneys at law firms, even though most firms are very close to 50/50 in gender division when hiring.

Kenya believes one of the best ways to combat attrition in the legal profession is to make sure that women have mentors early in their careers. Often times women may be on par with their male counterparts when it comes to the skills needed to succeed, but they are less likely to have mentors who show them how to navigate the politics of the firm, as well as the business of law, specifically how to develop a practice that is sustainable and financially successful.

In addition, she encourages women to fill their toolbox of knowledge and experience and then seek out a niche they enjoy that preferably is not saturated by other experts. “We have to remember that our business, like others, is subject to the financial realities of supply and demand,” she said.

And mentoring shouldn’t stop as women ascend the career ladder. Kenya stresses the importance of continuing to find camaraderie and support from groups, whether internally at a law firm or externally in industry-based organizations.

At Katten, Kenya is active in the Women’s Leadership Forum, which supports the retention and advancement of women attorneys at the firm through mentoring and professional development programs. She finds the forum’s meetings to be helpful because women often share success tips, as well as challenges. “That’s what it takes to help people move forward—honest, straightforward advice,” she said.

Kenya has also been involved with a number of industry groups, such as the Center for Women in Law at the University of Texas at Austin School of Law, which she calls a “powerhouse organization with great women, companies and firms.” Along with the advice and other benefits of female networking groups, she says it’s vital for women to share career opportunities with each other and support other women as they climb their respective ladders.

A Healthy Balance in All Aspects of Life

As the mother of two “strong-willed” girls, ages 9 and 11, Kenya increasingly enjoys watching as they come into their own and hearing the interesting conversations their newfound maturity sparks. With her husband, David being a magistrate judge, it’s a challenge to juggle family, church and work obligations, but she and her husband share the load – they are true life partners. “Our church family is a big part of our lives,” Kenya said, adding that “We are there for each other in good times and bad. My church family is fun, supportive and they even help with emergency childcare needs!”

Kenya sits on the board of directors for what was formerly AIDS Arms, an organization focused on the prevention and treatment of HIV. She was a part of the board when the nonprofit group legally changed its name to Prism Health North Texas to better reflect the comprehensive services it provides. “The name change has been well-received, and we continue to enjoy great community support,” she said. “I always encourage people to find some organization where they can get involved and help their community in a significant way.”

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