MINNEAPOLIS – Following last week’s news of crude comments made by Fisher Investments Founder and CEO Ken Fisher at the Tiburon CEO Summit and his expulsion from other industry events, the Financial Planning Association set out to make it clear that similar behaviors would not be tolerated at its annual conference.
In the first general session of the conference, President Evelyn Zohlen presented the policy to conference attendees. It reads:
“FPA is dedicated to providing a harassment-free conference experience for everyone, regardless of gender, gender identity and expression, sexual orientation, disability, physical appearance, body size, race, age or religion. We do not tolerate harassment of conference participants in any form. Conference participants violating these rules may be sanctioned or expelled from the conference [without a refund] at the discretion of conference organizers.”
While Fisher was not mentioned by name, the emphasis on a “safe and welcoming atmosphere” was demonstrated by large banners placed throughout the conference center with the policy listed for all to see.
The policy was also included in a conference guidebook handed out to guests upon registering. The book gives further details on how a guest can submit an anonymous report to the FPA if they see or hear inappropriate behavior.
On Twitter, FPA shared a picture of Zohlen presenting the policy to a packed general session, saying, “We want everyone to have a safe and welcoming conference experience at #FPAConf19!”
AdvisorNews Managing Editor Cassie Miller may be reached at cassie.miller@Adnewsfeedback.com. Cassie has an extensive background in magazine writing, editing and design. Follow her on Twitter @ANCassieM.
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