EVENT CALENDAR
The Impact Collective routinely offers events that help our community take action to close the racial wealth gap.
Upcoming Events & Programs
The events below are open to our full community of champions, partners, workshop alumni, and those who are just learning about our work.

Logistics
Friday, Dec 5, 12 – 1 PM ET
Via Zoom
Via Zoom
About the Event
Nubian Square Investment Advisors (NSIA) is Boston’s only Black-owned wealth management firm (and one of the few in the nation) founded by President & CEO Jock Payten to directly confront the racial wealth and capital gap. In this Impact Collective Conversation, Jock will share the story behind building NSIA, an impact-focused advisory firm supporting skilled professionals, entrepreneurs, first-generation wealth builders, and mission-driven institutions who want their financial strategy to reflect their values. Drawing on his journey from Dallas to New York, Philadelphia, and ultimately Boston’s investment world, Jock will reflect on what it means to build a Black-owned wealth management firm in a city shaped by segregation and financial power—what doors have opened, where the barriers remain, and what he believes must shift for founders of color to thrive.
We will also explore NSIA’s growing research efforts and the motivations behind this work: the persistent lack of equity-centered data in the financial sector, the unique challenges first-generation wealth builders face, and the deeper systemic forces that shape access to capital. Jock will share what inspired this research, the questions it aims to answer, and how these insights can help individuals and families turn income into assets—and assets into intergenerational security. This conversation invites our community into a thoughtful, grounded dialogue about what it truly takes to shift wealth, power, and financial possibility—and how NSIA is helping chart a more just financial future.
Guest Speaker
Jock Payten is Founder & CEO of Nubian Square Investment Advisors with a mission to further wealth equity – where financial planning and investment management creates inclusive economic growth. We do this by offering unparalleled service to individuals, families, and institutions that are focused on aligning their mission with their portfolio.

Open to white women with class privilege.
Logistics
Boston Spring 2026
Weekend Retreat
- Friday, Mar 6, 2026
- Saturday, Mar 7, 2026
- Sunday, Mar 8, 2026
Location TBA
Online Learning Sessions
- Tuesday, Apr 7, 2026
- Tuesday, May 5, 2026
Day-Long Capstone
- Sunday, May 31, 2026
Location TBA
Attend Q&A
About the Event
This workshop series will guide you from awareness to action, empowering you to align your financial resources more with your social justice minded values. Within a community of other white men, you'll explore the implications of race and money in your life and plan new financial actions. Through videos, readings, group discussions, 1-1 coaching, and personal reflection you’ll gain tools to make a tangible impact and promote racial and economic equity.
Facilitators
TBA
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Open to white men with class privilege.
Logistics
Spring 2026
Session dates & locations TBA.
Session dates & locations TBA.
About the Event
This workshop series will guide you from awareness to action, empowering you to align your financial resources more with your social justice minded values. Within a community of other white men, you'll explore the implications of race and money in your life and plan new financial actions. Through videos, readings, group discussions, 1-1 coaching, and personal reflection you’ll gain tools to make a tangible impact and promote racial and economic equity.
Facilitators
TBA

Open to all CLTV community members and their partners.
Logistics
Spring 2026
Session dates & locations TBA.
Session dates & locations TBA.
About the Event
Imagine a world where your resources do more than just grow—they ignite change. When couples are aligned, their money can do just that. Impact Collective founder, Julia Johannsen, and Breaking the Mold co-founder, Ethan Kerr, will team up for this special 3-part workshop experience, open to couples of all races, orientations and backgrounds. The workshop will offer a unique opportunity for couples to explore some of the challenges and opportunities of aligning their money with their values. We will explore our relationship dynamics through lenses of race and gender, and consider some of the implications for our partnerships, our money, and our impact on the world.
Facilitators
TBA
CLTV Intensive Workshop
(Open to those in the Boston-area who identify as white women with class privilege. Learn more about why we focus on this identity and how we define it on our website or via an upcoming information session.)
Workshop Schedule
9 Sessions
Registration Deadline: TBA
Workshop Begins: TBA
Cohort Schedule
TBA
The Intensive Workshop—CLTV’s flagship program—is a 9-session course that brings together small cohorts of 6-12 white women with class privilege. The workshop culminates with participants drafting and adopting individual, cohort, and family action commitments and strives to foster an alumni community that endures after the workshop’s completion.
Past Events
- Couples Workshop with Ethan Kerr
- Wealth, Wellbeing, and Identity with Katya Smyth
- Place-Based Investing to Close the Wealth Divide with Deborah Frieze
- Finding Ourselves: The Lineage of White Women & Racial Justice with Liz Aeschlimann
- Surviving a Bear Attack: Strategies for Difficult Conversations About Race with Ken Rogers

Our mission is to close the racial wealth gap by organizing, educating, and activating people with wealth to leverage their influence and affluence within a diverse and connected community.
A grassroots non-profit organization located on stolen Massachusett, Pawtucket, and Wampanoag land, now known as Boston, Massachusetts.
info@impactcollect.org | Copyright © 2024
info@impactcollect.org | Copyright © 2024
