Unpacking progress: Navigating True Inclusion in Finance

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Simply Beyond

Cynthia Sweeney (she/her), Simply Good Form

54 episodes

1 day ago

A Simply Good Form podcast exploring transgender inclusion, gender diversity, and inclusive leadership — one bold conversation at a time. Hosted by award-winning advocate and proud mama bear Cyndi Sweeney (she/her), Simply Beyond amplifies the lived experiences of trans, non-binary, and 2SLGBTQIA+ voices across Canada and beyond. Through real stories, candid conversations, and practical insights, we go beyond the binary to build connection, foster belonging, and inspire allyship at home, at work, and in our communities. Whether you're a curious ally, a parent of a trans kid, or a leader working to create safer, more inclusive spaces — you're in the right place. Because every voice matters. And every story counts.

Society & Culture

Education

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All content for Simply Beyond is the property of Cynthia Sweeney (she/her), Simply Good Form and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Society & Culture

Education

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Unpacking progress: Navigating True Inclusion in Finance

Simply Beyond

54 minutes

1 year ago

Unpacking progress: Navigating True Inclusion in Finance

Show Notes:
Guest: Laura Whiteland, CFP®, CIM - owner of Inclusive Financial Planning
LinkedIn: https://www.linkedin.com/company/inclusive-financial-planning/

Here's what we're talking about:

As Kenny Rogers would say, 'You got to know when to hold 'em, and know when to fold them.' Inclusion in the workplace isn't about free therapy, and this episode offers advice for cis professionals on navigating education with sensitivity and timeliness.
Listen up community: Do the numbers on inclusion progress really add up? Turns out, not all letters in the LGBTQIA+ acronym are created equal.
Hey cis folks: Fake it 'til you make it! How to build fluency for inclusive professionalism.
How to avoid being ignorant, even when you're just trying to learn.

Author Susan Striker's book, Transgender History

TD Connected Community Moment:
We love connecting community and in this episode's TD Connected Community Moment we would love to hear. your pressing DEI and gender identity inclusion questions. Connect through our blog and learn more about this episode here.