Thursday, June 30

DEI Roundtable

1 pm - 2 pm EST 

Guest Speaker: Tracie Jones & Moderator: Javier Jimenez

In an industry, world, and time committed to strengthened action and outcomes surrounding DEI, shared understanding of core tenets and terminology is vital as a precursor to action, and action can be paved with a clear path. Join us for a dynamic discussion led by DEI expert Tracie Jones that seeks to eliminate barriers to understanding and empower each of us individually for steps we can take now for effect change.

Tracie D. Jones
Tracie is the assistant dean for diversity, equity, and inclusion at the MIT School of Humanities, Arts, and Social Sciences. Her portfolio of work includes strategic planning, assessment, program development, facilitation, coaching and community engagement. In addition to her role at MIT she teaches a graduate course, Diversity and Inclusion Management at the Harvard Extension School. Prior to MIT, Tracie was the Director for Diversity, Equity, Inclusion and Belonging at the Harvard Graduate school of Education and served on the Diversity Council for Harvard University. Outside of work Tracie she serves on the Board of the Billion Oyster Project as the committee chair for Programs and Community Engagement and is on the board of Every Learner: Everywhere.

Javier Jimenez
Javier Jimenez is Strategy Director in Product Design & Development at USAA. He is responsible for building future property insurance products. His work includes strategic planning, program management, compliance, and modernization of operating models. In addition, he is a member of the Society of Insurance Research (SIR) DEI panel where he is helping build the tools for a more diverse, equitable, and inclusive industry. Before USAA, Javier’s experience includes various executive positions in the adverting industry, and has honorably served in the U.S. Air Force.  

Please review the ground rules and anti-trust policy below.

•             Participants share insight on best practices, resources, and techniques for the practice of competitive intelligence.
•             Participants share their knowledge and opinions on what is happening in the industry or at specific competitors, based on publicly available information.
a.            “Publicly available information” includes information a carrier has shared with regulators, the general or industry media, investors, consumers, insurance agents, or its general employee population.
b.            “Publicly available information” does not include, for example: information available to only specific employees or contractors subject to a nondisclosure agreement, or information available only in filings not yet available to the public.
•             Participants may share their opinions of likely future actions by competitors, but those opinions are speculative based on each participant’s interpretation of publicly available information.
•             Participants are advised NOT TO SHARE information about their own company, though we may discuss a participant’s company in their presence. Any information the participant chooses to share about his or her own company must be “publicly available information” as described above.
•             NO PARTICIPANT MAY discuss or suggest any future action or position to be undertaken jointly by two or more carriers.
•             Each participant relies on each of the others to act in good faith as to the accuracy and appropriateness of information each provides.

SIR Members MUST be logged in to register/view.