Martha Elena Ruiz Diaz-Granados, general secretary and legal director, Telefónica Hispanoamérica

During the last few years, awareness of diversity and inclusion has gained relevance in the business world, and organizations that promote gender equity and diversity are more positively accepted by society. In Latin America, we have been advancing that line and there is an evident increase in the participation and the commitment of chief executives regarding these topics.
We have made great progress in diversity and inclusion in the region.

We still have much to do – for example, there is a low percentage of organizations led by women, technical areas have a small participation of female talent, and I think what is very evident in the region is a gender-based salary gap.

Colombia has a high percentage of women in leadership positions, and we have space in the corporate world as well as in consultancy and the commercial world. I think Colombian women have gained very important space in business life.

Promoting diversity and encouraging an inclusive leadership style does not only follow social justice principles but it also brings important advantages for businesses, and I think it is viewed in that way in Colombia. It is the principle that guides corporations and opportunities here in the country.

Tone from the top

At Telefónica Colombia, diversity management is a key element of our global strategy. We believe that promoting diversity in our teams and encouraging an inclusive leadership style brings important advantages for the growth of the company and for the wellbeing of the employees. It allows us to attract and retain the best talent, boosts innovation and come closer to a diverse and changing society. That’s why our company is committed to the equity of opportunities and the undiscriminating inclusion of our people. I think that has gained terrain, not only in Telefónica Colombia, but also in the majority of the big organizations in the country, and as organizations act that way, it is an example for society and for the rest of the organizations – it is cultural, to give opportunities and to open the space.

We have a strategy for diversity and inclusion at Telefónica that is divided into five dimensions. One is gender, the other is new generations, the LGBTQIA+ community, disabled people and multicultural interaction.

So for example, in gender equity we have a transparent and unbiased recruitment and selection process; internal and external communications, with memos promoting inclusive language; actions to increase the participation of women in traditionally masculine areas, like the technical areas and, to some extent, the financial area as well; and actions promoting balance between work and personal life.

In the dimension of new generations, we have actions to promote job talent, and we recognize outstanding employees under 35 years of age.

We generate a safe work environment for members of the LGBTQIA+ community, for example by offering extensive benefits, like wedding time, mourning time and parental leave, among others. We have a communications campaign regarding respect and inclusion, and participation in Pride Connection to share and to learn good practices.

We promote the inclusion of people affected by different disabilities as employees and we are trying to attend to the needs of these people as well. We have 32 accessible service centres in the national territory providing specialized attention for people with disabilities, a special attention protocol for people with visual and auditory disabilities, and we have accessible mobile devices.

In the multicultural interaction area, we promote inclusion of people from different ethnic sectors and countries.

Thinking big

As a legal team, we follow the general principles of the organization. As a leader, I actively participate in the local diversity council, and I have had the opportunity to participate in the organization’s female leadership program.

The diversity council is a council in which we establish actions with respect to diversity and inclusion strategy. We establish actions and we follow those actions to meet our objectives with respect to the different dimensions of our diversity and inclusion plan.

In the female leadership program, we empower women. It is a formal program with different speakers, it has a regular space weekly, and there is a graduation ceremony for a selected group of women every year that participate. We share the experience of different women in the organization who have grown and show the women that there is a huge landscape and space, and what they have to do is dare to be part of the recruitment process for different opportunities that we might have, not only locally but regionally. It’s a way to push them to think big, to think that we are capable and there’s no limit.

In the legal area, we consider diversity to be an advantage that boosts our work team. We believe that diversity and differences promote empathy and innovation, generate value in the business and have a positive impact on our resources. At the top of the legal team, we have very good female representation – I’m a woman and I’m the leader of the legal team, but all my direct reports in Colombia are also women. In the region, eight out of eight general counsels are women. So, we are aware of the importance of giving space to women in these positions, of empowering women, and making women visibile in the company, participating in the most important business projects.

Building influence through business partnership

I think lawyers, and everybody, can be potential agents for diversity, and it is the responsibility of everybody to do so.

As lawyers, we have to work hard in order to be close to the business, because we want to be involved at all stages of the business cycle – we want to be business partners, and not just ‘a stage’. That gives us opportunity, visibility, and experience – we gain space, and we gain relevance and importance for the business. Also, lawyers must be open-minded, and not think only about the legal issues, but mix our legal knowledge with business knowledge, which is great for the growth and professional career of the lawyers. We are working to be more flexible, especially in terms of digitalisation tools, because to be one step ahead, you have to have the agility, versatility and the digital knowledge that nowadays is required to be on the cutting-edge.

Pedro Frade, legal director, Nubank

Diversity and inclusion is near and dear to me, because I am part of the LGBTQIA+ community. I didn’t come out of the closet because I was never in there, and although I was very private in the early years of my career, I never tried to be someone that I wasn’t.

However, in the traditional financial markets, I felt a lot of anxiety for many, many years. I felt that because of my sexual orientation there was a limit to my success, to how far I could go in the corporate structure, because I couldn’t see anyone in senior leadership positions that I could relate to, no one was out in that particular industry in Brazil. I used to hear minor aggressions almost every day, jokes that I thought I had to live with. Although I put a lot of effort into my career and working was such an important pillar of my life, I believed for many years that my personal situation was a ‘ceiling’.

Part of a movement

In 2012, I went to work at HSBC. It was my first leadership position; I was hired there to lead a team of 12 people and be responsible for the legal advice for many parts of the business. And there I started to see that maybe those limits or those restrictions were more in my mind than out there. I started to see a movement of people being themselves about their sexual orientation, people being able to introduce their partners in social events, and even getting educated about how the bank in the UK dealt with this internally. I started to think that maybe it could be a good thing, I could even be part of a movement and talk about an experience that, for me, was very difficult before.

I was still very private at that point; I didn’t talk about my personal life at all at work. But I felt that people welcomed that, maybe people didn’t care, which was great. And the structure of the organization even gave people incentives to get involved in ERG groups, affinity groups, the Pride group, and so on.

In 2015, I started to be very involved in D&I groups and discussions in Latin America, where it’s much more challenging than in the UK, Europe or the US. I realized I could use my voice from my place of professional success to tell others that they should feel safe. At least, in that organization, I felt that this was true. I lived in Argentina for a couple of years, and there I was the first executive sponsor of a Pride group who was also a member of the group. We launched the Pride Committee in Argentina – a country that is open from the legal side, much more open than Brazil, but society is not necessarily the same.

An OUTstanding leader

Because of that work, I decided to join panels to talk about it and, in 2017, I was the first Latin American named in the Financial Times list of 100 OUTstanding LGBT leaders and allies. This came as a huge responsibility for me because I was the first Latin American there. Today, we have others, which makes me very glad. I didn’t know it, but I think that was the validation I needed as a person: to really believe that I deserved to be where I was, separate from my personal situation, because sometimes I felt that I didn’t – that I didn’t fit. Because every time I was with my peers, I didn’t have stories to talk about children, the more traditional family type of talk, I always felt left out.

Since then, I have realized that the aspects of D&I I have had exposure to are very limited. Although I am a gay man, I am white, I am cis and I come from a family that gave me all the opportunities for success – to go to the best schools, to learn English, to live abroad. So I refreshed the way I am working in relation to D&I. Two or three years ago, I started to get educated about racial justice, something that I’m very committed to get educated about in a system that is purely made for the success of white people.

Now I’m putting myself in the humble position of getting educated about how I can get exposure to diversity in my country that is very different from my reality. I’m not diminishing whatever challenges I had to face, but I’ve just realized that I cannot stop here, that I need to go much further as a leader – correct some injustices, broaden the access of opportunities in law schools and in our legal departments to people that have never had them before.

In terms of my personal experience, I had this first wave, where I could say ‘Ok, I’m here’. But I felt I needed to be that role model – a gay guy who speaks many languages, who has travelled the world, etc. The financial industry likes gay people, but they like those role models that look perfect, which I am not! And also it’s from a static point of view – you can be out, but you do not be an activist.

The importance of being yourself

At Nubank, I think I have achieved the true opportunity to be myself. Since feeling more able to be open about my personal life, I feel happier. I think that’s the easiest way to put it. I feel lighter. I feel that I don’t need to hide the type of music that I like, the type of films that I watch, the places that I go. I feel I don’t need to hide that I’m a sensitive person, that I cry sometimes. I feel that I can make comments with my team that I make with my friends, that I had to hide at work previously. And I think I am getting closer to people in my team and in other teams.

I was able to be a very good performer before, but at a cost – anxiety, even moments of depression, many times. I think the main thing about being able to be open is in terms of mental health and happiness. I don’t talk often about my personal life because I’m still private. But I’m me. I don’t feel ashamed anymore whenever it’s appropriate to talk about those things. So, it’s fresh working at Nubank in this sense.

Setting the agenda

At Nubank, I think that the agenda is very genuine. The teams are growing diverse, and we have very ambitious goals to increase this diversity over time. I have worked in US companies, British companies and Brazilian companies before, but there has been nothing really like the diversity we have in Nubank. The dedication of the senior leadership and the amazing D&I professionals from different backgrounds are really inspiring.

We have been involved in many initiatives that aim to promote entrepreneurship from the black communities. There is an investment program called Semente Preta (‘Black Seed’) funding start-ups that are being created and led by black professionals. We have invested funds in many of those start-ups that we will continue to follow, give mentorship to and ensure they have the right opportunities to grow their new businesses.

Salvador is the capital of Bahia, one of the states in Brazil which has a large black community. It’s very important in the landscape of Brazil, so we have opened a lab there focusing on those communities to foster innovation, and we also have ‘Nubankers’ working from there.

Mobilising the legal community

As a legal team at Nubank, we are working with legal teams in other companies to join efforts to foster social and racial diversity in the legal community. Nubank has given us the platform to go out there and say: we need to unite ourselves for broader actions and initiatives in terms of racial justice and diversity in the legal community.

I think there’s a huge potential for the legal community to be more diverse, and because a legal team within a company is not the core business, our teams are not that large, we have fewer opportunities outside the context of the business.

But, internally, we can help with our knowledge to be sure that we have the right policies in place, we support other areas to ensure that whatever decision we make is not discriminatory in terms of clients, and that any language that we use in our marketing is also adequate. So I think we do have the knowledge to help with D&I initiatives. Every single initiative coming from both the D&I and the ESG teams is supported by us in legal, and we have to ensure that we comply with the laws and best practices. Especially when you start sponsoring projects, you have agreements, you have many legislations that you have to comply with. And Nubank is so dedicated to it that just in being part of this huge community, you are involved in D&I discussions every day.

There are many arguments for diversity and inclusion in corporations. From an HR perspective, you want to attract and retain the best staff. From a marketing standpoint, it’s more creative if you have people from different backgrounds – the proposals, the brand, the advertisements will be much more interesting. From a commercial standpoint, if you have a team that is diverse, clients will see themselves in you, so you create this relatability between clients and the people that form your company. From a legal perspective, you need to treat everyone equally; you need to have a very strong culture in terms of respect.

All of this makes sense. We have many reports available showing that diverse companies are more sustainable, long-term profits, results, etc. But, for me, it’s because it’s the right thing to do. If your goal is to see a society that is more equal, more just, fairer, why not start doing it with your own company? Because, doing that, I think you will inspire people who perhaps never thought about diversity, multiplying and inspiring others outside the company. If you want to have a company that leaves a legacy in society, and perhaps influences society, that has the same goals as you would like to see, that’s where you can do it.

Sheila La Serna, chief legal officer, Profuturo AFP

The legal profession presents some challenges and opportunities for diversity and inclusion, since we have a special purpose: to attain justice and societal peace for the world. Maybe this is very idealistic, but in a world where conflict is commonplace, we need a lawyer profile. The corporate lawyer should be concerned about having a more diverse and inclusive organization, to understand their clients.

Capturing the zeitgeist

When I engaged in the private practice of law 20 years ago, nobody would talk about diversity and inclusion. We didn’t have maternity leave, we didn’t have a home office so you would have to stay very late in the law firm, and being a workaholic was the rule. 20 years later, things have changed. A new sense of societal demands for women and LGBTQIA+ communities has been captured within the legal profession, and now it is more concerned about diversity and inclusion in general, making the lawyers happier people, and we now have, for example, maternity leave for parents, and a soft landing after having your baby.

However, in 2016, there was a report issued by Women in the Profession (WIP) Peru, a group I am part of, about the proportion of partners in law firms by gender. I was very shocked with the results – we didn’t have parity in the partnerships of law firms; maybe 30% maximum were women.

Aside from the legal profession in law firms and in-house teams, we have academic panels, where until maybe 2017 or 2016, we had all male panels on academic legal topics. It’s something
that is changing – some companies and legal in-house teams have stated to set aspirational quotas of at least 30% women in panels.

Agents of change

I’m very engaged on diversity and inclusion topics – I really want to be, both as an individual and together with all the people around me with the same goals, to be an agent of change in society. I am a member of WIP, and Women CEO, a corporate organization that has a main goal of least 30% of women on boards by 2025. Unfortunately, even public companies that report to the market on their independent directors and so on have a great gap in terms women occupying the C-suite and leadership roles. I think the legal profession is a key profession for diversity, since they are legal and counsel to the whole company on these matters.

When it comes to my team, we are about 85% women. We get together every other day, and I try to have a special one-to-one meeting with each one at least once a month, about whatever makes them worry at the office or at their homes, just to hear their needs. I’m conscious that every person is different and sometimes they do not like to talk en masse. So, I have a very direct relationship with every member of my team.

In the pension fund industry, we participate as shareholders in meetings and committees for different investments that we are in. When we appoint directors, we try to make sure that at least one woman is included by the headhunters. When we look ourselves for directors to represent the pension funds through our in-house research, we like to always make sure that at least one woman is considered in the final group of three that is to be voted on.

I’m part of the inclusion committee at Scotia Bank. It’s one of the oldest diversity and inclusion committees in the financial sector in Peru and has been operating for more than ten years. It has a member that represents each of the different affiliates of Scotia Bank in Peru, and we try to hear the voice of every company, every member of the committee, and then try to issue similar standards and policies on gender and equality in the metrics, events, and workshops that we have.

In Scotia Bank, we have a culture of welcoming everyone. This is not limited to women, this is also extended to different ideologies, experiences, profiles, perspectives, and sexual options. And that diversity has proved to be one of our best assets because, during the pandemic, there was a lack of trust of the government, to the private sector, specifically the financial sector and pension funds, and so this has made us resilient with our clients, they will stick with the relationship because they feel comfortable, and that the corporation has empathy for them.

Pillars of inclusion

In the inclusion committee, we focus on three different pillars: gender equality, disability and the LGBT community. So these are the three pillars that support our different policies. Our strategy on diversity and inclusion fosters a culture of respect, of valuing all the differences and giving equal worth to equal talent. We recognize that we are all different biologically and physiologically, but, in terms of work and salary and opportunities, there should be no difference. That made us issue some policies on wage, salaries and to have equitable compensation packages.

In terms of the selection of staff, we try to do it very fairly in terms of diversity and inclusion. For example, when you apply for a job at Scotia Bank, you won’t have a chart to mark whether you are a woman or man, we only focus on what really matters – if you’re experienced, whether you have values that fit with ours. In our panels for the selection of staff, we have at least one woman and we have always a woman candidate or LGBT candidate as well in the selection (if they voluntarily mention what their sexual preference is).

We have inclusive communication – we have an inclusive language manual that helps us to address the different internal communications in a way that is open and diverse for everyone. We won’t say, ‘Hi there, women’, or ‘Hi there, men’, we would say, ‘Hi there, team’ – very slight words that we use to avoid discrimination and making people uncomfortable.

Check the X-ray

We also track the different initiatives that we have, because whatever you have on paper, you have to measure to make sure it is working. So we have an X-ray report on the different metrics that we use: for example, the number of women versus men that are scaling the corporate ladder, the number of women that have access to promotions. We conduct annual research where we ask people to tell us if they want to become an ally, or how they feel about the fact that Scotia Bank is focused on the LGBT community, if they really want to support the LGBT community. So we have a database of people who will really help us in closed groups to foster the initiatives targeting the LGBT community. Year by year, the percentage of people supportive of the LGBT community is increasing more than 20%.

We have a mandatory quota on disabled people. You can always accuse yourself, saying ‘Notwithstanding the fact that I have looked for disabled people to fit this job description, I haven’t found anyone.’ But we try to do our best, and include people with different types of disability, for example, auditory, visually or physically disabled people. That’s something we are very proud of. We’re still working on accessibility. I don’t think there are a lot of companies here in Peru that have special products for disabled people. But, for example, in Scotia Bank we have an app that reads the different functionalities aloud in Spanish, so you don’t have to actually read the app to make a transaction with the bank.

We have different programs to empower women, to break the glass ceiling, such as leadership skills, networking, and different models that you can engage in. They’re all virtual.

Those are some of the things that we’re working on, across the large spectrum of work we have done for diversity and inclusion.

Maria-Leticia Ossa Daza, chair of the Latin America practice, Willkie Farr & Gallagher

My experience breaking barriers throughout my career has led me to be very conscious about the culture that we are building within the Latin America Practice Group at Willkie. A part of this is leading with empathy and compassion. I understand some of the unique challenges that face a diverse group of individuals, and aim to build an environment where we are all open about these hurdles and work together to help one another. I believe that the culture we have created is great for our team to thrive and helps us to provide clients with the best work possible.

Another way that this has shaped the group’s culture is that we are constantly looking for ways to lift up others and give them the opportunity and support to try out new things and be in the spotlight, especially when it comes to women, people of color and other diverse groups. I see it as my job to encourage those coming up behind me to take chances and be seen. This leads to greater professional fulfillment and inspires others beyond our firm to hopefully do the same amongst their teams.

I think that important actions can be taken at every level of the talent pipeline to help support the next generation of leaders to thrive throughout their careers. These can be grouped into retention and recruitment.

On retention: Developing a mechanism to receive feedback on how the culture supports women and other underrepresented groups is critical. This feedback can provide incredible insights and build trust. However, I would caution that this can’t be performative, and there need to be deliberate efforts to make changes based on the feedback. Another way is to build in and celebrate the mentorship efforts within the organization. If you can celebrate those who take the time to mentor and champion women, I genuinely believe this will lead to progress.

In recruitment: I think that having a robust and inclusive culture is an essential first step to continue attracting diverse talent. As a leader, I view it as my responsibility to be a vocal advocate for inclusion and find ways to support its benefits publicly. Today, with the battle for talent being at its most competitive, we need to ensure that we are out there on the public record making our contributions.

In the Latin American context, we are seeing a significant influx of women in leadership. I look throughout the region and see so many talented organizations doing great work to combat the bias that has limited our potential as a global business community for so long. I feel hopeful that this will continue and that other regions will look to Latin America for best practices on gender parity in the future.

The first piece of advice I would give is that you shouldn’t be afraid to chart your own path. For many of us, our paths will look different than those who came before us because we are different than traditional leaders of the past. This means that this path might feel lonely and awkward at times, which is okay.

Also, it’s critical to get comfortable calling out bias wherever you see it. I would always try to ensure that you are doing it with respect, but it’s important to exercise that muscle.

Unfortunately, as women and individuals of color, we will face bias. The more experience we have engaging in these courageous conversations, the better equipped we will be for the future. I also believe that you shouldn’t feel like you have to address this alone. All organizations are grappling with building inclusive cultures. Take the time to share your concerns with senior leaders that you trust because we are here to support you, but we can’t help address problems unless we are aware of them.

Another key area where I work with my mentees is getting comfortable being authentic at work, while acknowledging it can take courage. For some, this could look like developing a personal style and sharing cultural norms that celebrate who we are. It can also mean sharing information about what is going on in our lives even if it feels vulnerable. The reason that it’s so critical is that research shows that those who develop deep connections at work are more productive and feel more fulfilled. One comprehensive study showed that the number one predictor of a successful team is the psychological safety of that team, or in other words a team’s ability to feel safe to take risks and to be vulnerable in front of each other. I don’t think we can develop these deep relationships if we are hiding our true selves.

Lastly, I would also share the importance of making time for the things that bring you joy. Joy is the antidote to burnout, and it keeps us creative and connected. I think that we often feel that to be successful, as long as we put in the long hours, we will reach the top. That has not been my experience. It is also essential to maintain a multidimensional life that can fuel us for the marathon that is our careers. Building a habit of prioritizing joy is a key life lesson, especially in a business that relies heavily on interpersonal relationships among your team and client base. We are in the people business, after all.

Valéria Schmitke, Regional general counsel, Zurich Latin America; co-founder and president of Idis

Three years ago, I was discussing how the insurance sector was behind in terms of D&I with three company lawyers who were senior managers in legal departments (Ana Paula de Almeida Santos and Vera Carvalho Pinto). We decided to create Idis, an institute to improve that, so we gathered some volunteers, and we work on awareness, we do events and training and we help companies to implement their D&I programs.

Nowadays, we work across five pillars: gender, focusing on women; LGBTQIA+; race and ethnicity; generations, focusing on people above 50; and people with disabilities. All the leaders have experience in that area of diversity.

But I want to create a pillar about other areas of diversity, as well. We work a lot on the traditional pillars for D&I because we still have a lot to do. But there are many other biases that people have, and we need to at least make them aware that this can prevent some people truly contributing to the company. For example, I talk a lot nowadays about ‘fat phobia’, because some companies don’t hire overweight people. They think they are slow, or they are lazy. But actually, when we do very intellectual work, such as in financial markets, we are not running a marathon!

Finding your cause

We now have 35 volunteers, and the companies sponsor us. It has been quite a journey – very rewarding. I believe in voluntary work because it’s important to dedicate yourself to something bigger. It’s not about forcing anyone to engage in any voluntary work – I always say, for example, if the company had a program of “let’s do exercise, let’s go biking”, I would not engage in that because it’s not my cup of tea, it’s not what sparkles for me. What makes me willing to engage is D&I or social responsibility or environmental issues. This sparkles for me. If the company offers employees some possibilities for voluntary work, this creates more loyalty to the company, because even if I receive an offer from another company, I will not go because I will lose that part of my life that is important to me.

For my personal development it has also been great because I am learning to lead by influence, not by power. My team knows (even though I don’t tell them) that I will evaluate them and I can dismiss them. But when you lead an organization of volunteers, it’s all about influencing, recognition and supporting. For me personally it has been quite a journey. All of them are very much engaged and I’m proud of this thing – it’s probably the best thing I ever had in my life.

We all went to law school searching for Justice with a capital J, and D&I for me is a matter of Justice more than anything, and of respect. I think legal departments have a key role in diversity and inclusion, because we search for Justice.

Influence in action

Secondly, we are consulted about everything, including internal policies. When you are looking at a hiring policy for example, you can influence to have more rules about D&I. I’ll give you an example. If you are hiring a new lawyer, you can ask for résumés of both genders. I’m not saying that you must hire a woman, but at least you have to interview a woman. And you can try to have blind interviews, not knowing if it’s a woman or a man. When interviewing someone, I try to not open the camera – I say let’s talk by phone, because then I will not look at the person. If the person is good-looking or not good-looking, if they are black or white, I will not see.

Everybody has biases. Everybody. So, first of all, we need to be aware of our biases, and secondly, we need to try to avoid our biases. I was talking with a general counsel before the pandemic and there was a very important congress in that country, where it was a form of recognition to send someone to participate in the congress. I said to him, “What about this lady?” And he said to me, “Oh no, she has a baby, I think she won’t go, even if I give her this recognition.” And I said, “Did you ask her?” “No, I didn’t.” “So you ask her. Because whether she will go and leave the baby at home, or go and take the baby with her, it’s her decision, not yours. So if she deserves to receive this recognition, the mere fact that she has a baby is not something you need to take into account.”

We need to be vigilant. This is the point. If you are in a meeting and someone cracks a joke or makes a comment that’s offensive to any person – even if there is no one of that group there in the meeting – you need to point it out. You need to educate people. This is something that has changed over time and, I must tell you, for me it has been a journey as well. Many years ago, I would not be concerned about that. But now, I am a different person.

What corporate lawyers, more than anyone, need to be conscious of, is that we are not there to be popular. We are not there to be friends of everybody. We are there to be the annoying person that tells the truth. We need to point it out when someone is wrong, when they are going down a path that’s not the correct one. It’s our mission, including about D&I. It’s not only about law, it’s about ethics – and D&I is part of ethics.

Closing the gap

In Brazil we have economic inequality which is very much connected to ethnicity. Brazil was the last country in Latin America to abolish slavery and even nowadays, in Brazil, to be Black is almost to be poor. So, when you have a proactive action to have more Black people in your company, you need to close the gap. You don’t demand a first-league university, you don’t demand English is used, you don’t demand the full package in terms of knowledge. You need to hire people and close the gap.

It’s the same for people with disabilities. In Brazil, there is a law requiring companies to have a percentage of their employees with disabilities, and the spirit of the law is that the companies help to close the gap of those people – sometimes, perhaps, they could not go to a particular school for example. So, the company will hire them and give training to them. But, often, the companies are not so eager to do that. But big companies have a responsibility, and legal departments have to influence in this direction.

If I can work 10 years more in diversity and inclusion, I will work. I believe this will be my legacy. More than making money and have wealth, I need to leave something behind. I will be happy when 56% of all people in companies in Brazil, including senior management, are Black people. I will be happy when 50% of the senior management of companies are women. And I will be very happy when an LGBT person does not have to hide their sexual orientation, because then we will have a truly respectful environment. I will be happy if a person above 60 is still valued as a good asset to the company, who can contribute with their experience. I will be happy if companies truly develop people with disabilities. 15 years ago, I was at another company, and I had a deaf person in my team. But I was not prepared, I was not trained to deal with that person. I was not taught sign language, nothing. I didn’t know how to manage that person. I believe that companies have to train managers how to deal with people with disabilities.

Paying gratitude forward

So, we have a long way to go. I know during my lifetime this won’t change. But I have the dream of developing at least my sector, the insurance sector, a little bit. Nobody in university has ever said, ‘I will work for an insurance company!’ But insurance is very challenging, you get to know qualified people, it’s a good work environment, and I would like to make the insurance sector more attractive to young people. So they look at the insurance sector and say, ‘Look how many good things they are doing in terms of D&I, the environment, wellbeing, and other initiatives. I would like to work for the insurance sector.’ I am very grateful to the insurance sector. I have had many opportunities in it, and I want to leave something good behind to the sector.

Focus on HRC Equidad MX

This year marks the 20-year anniversary of HRC’s Corporate Equality Index (CEI), a national benchmarking tool for corporate LGBTQIA+ inclusion in the US. But Latin American countries are fast catching up with their neighbour in the drive for recognition of inclusive professional environments for LGBTQIA+ employees and, in 2016, a Mexican version was launched.

Run by LGBTQIA+ inclusion consultancy ADIL, the HRC Equidad MX: Global Workplace Equality Program promotes LGBTQIA+ equality and inclusion in the Mexican corporate landscape through an annual workplace survey, like its US counterpart. Each year, participating businesses in Mexico offer up their policies and practices for scrutiny, hoping for recognition on a list of ‘Mejores Lugares Para Trabajar LGBTQIA+’ or ‘Best Places to Work for LGBTQIA+ Equality’.

Mexico has a suite of laws prohibiting discrimination against LGBTQIA+ people in areas such as marriage, adoption and more, although these are often state-based and coverage across the country is incomplete. The Out Leadership Business Climate Score gives the country a rating of 7.5 out of 10, marking it ‘low risk’ in three out of four risk categories. However, according to that same index, ‘Pervasive anti-LGBTQIA+ violence and homophobia in Mexico and the patchwork landscape of legislation may create challenges for companies seeking to relocate LGBTQIA+ personnel to Mexico.’

Francisco Robledo Sánchez is a Mexican consultant and strategist in LGBTQIA+ labor inclusion, and founder of ADIL. He explains that culture, practices and the law do not always match, and that it remains important to campaign on LGBTQIA+ rights in the Mexican corporate space.

‘Mexico is a very conservative and Catholic country, where a lot of companies are family companies that have grown into large corporations, or companies that come from different countries with offices here, that don’t have D&I on their radar at all,’ he says.

‘Mexico, is very, very behind on sexual education and diversity and inclusiveness – basic information that’s not taught anywhere in our curriculum and at any stage of public or private education. So, the corporate world has been a great place for re-educating adults in the workplace, so they can positively impact their families and their social circles.’

But the tide is turning, according to Robledo: ‘The interest is genuine, the social pressure is big, there are a lot of ingredients in this conversation, and I can see that people are more comfortable to talk.’

Capitalising on that increased appetite for conversation about LGBTQIA+ inclusion, Equidad MX is on a mission to build workplaces where anyone can be themselves at work, and to celebrate where companies are doing this well.

Eight years ago, Robledo first met with Deena Fidas, director of HRC’s US Workplace Equality Program at that time (the current US director is Keisha Williams, a lawyer, law professor and former in-house counsel). Fidas wanted to help US-headquartered companies expand LGBTQIA+ inclusion in their Mexican operations to provide the same experience for staff working internationally, while also supporting Mexican companies to comply with the supply chain DE&I requirements of US entities. ADIL was selected to run the program, which launched in 2016 and released its first report in 2018.

By 2016, the CEI had been running for 14 years, making it an excellent template for Equidad MX.

‘We reviewed it question by question, and we asked ourselves: “what is a good fit for Mexico right now to ask for as minimum requirements?” We had a couple of roundtables discussing what we should be asking locally. We thought that, for the first five years, we should ask for the very basics,’ Robledo explains.

The team settled on three criteria, or core pillars, of LGBTQIA+ inclusion, which companies seeking to appear in the Equidad MX list need to demonstrate. The first of these is adoption of non-discrimination policies, necessitating a written commitment to encourage eventual standardisation among companies – and nuance is a must. For example, the Mexican constitution bans discrimination due to ‘sexual preferences’, Robledo explains.

‘We knew that companies would only put what the constitution says. But more involved companies would actually know that we should abide by these three big dimensions of sexual diversity and gender and diversity. So first, it was: “let’s ask them to put these terms in writing, particularly sexual orientation and gender identity, and then gender expression as an option for more involved companies.” That’s a basic commitment and we can grow from there,’ Robledo explains.

Alejandra Bogantes, legal manager for Costa Rica and El Salvador, and Bob López, deputy director of culture, diversity and inclusion, Walmart México and Central America

Bob López (BL): This is the fifth year that we have received the certification, certifying that we are a company committed to the LGBTQIA+ community, we respect the LGBTQIA+ community, that we have in place those policies, procedures with regards to talent acquisition, talent development, non-discrimination policies and so on.

Last year, for example, we rolled out our trans associates guidelines, so that here in Walmart we can be ourselves at any time, and we can explore the potential that we may have within the company.

To give an example, at Walmart, you can choose a name on your badge – you either define yourself as a female or male associate. Regardless of your birth certificate, you can choose that name on your email address or on your badge, and we respect that. Here in the region, it’s very complicated for the trans community to officially change official government documentation. But in Walmart, we are not requesting that. If you want to change your name or your email address, we can do it for you, and we respect that.

Alejandra Bogantes (AB): The legal department helps in all new initiatives, for example with the trans gender issue, because the company needs to make policies to make people feel good and so the legal department will help in terms of how we can comply with the law, working with HR.

BL: The HRC Equidad MX report is a real certification process. You need to submit a lot of information to confirm that you are making affirmative actions for the LGBT community, that you have in place policies, trainings and so on, to preserve and enforce a safe workplace for the LGBT community.

And at the end, they do an audit to confirm that you are doing this for your associates, and they give you back a report with feedback, with recommendations on how you can improve your current processes, and that way you can start working on your action plan for the next year. So, it’s adding value to the D&I strategy. It’s been a great journey, because we have been learning a lot from other companies, sharing our experiences in regard to the LGBT community.

The second pillar for candidate companies is the creation of employee resource groups (ERGs) or diversity and inclusion councils. In another example of Equidad MX’s desire to systematize LGBTQIA+ inclusion policies, the idea was to see companies build on and solidify the work done thus far by champions.

‘We found that very, very, very few companies have a diversity and inclusion area or a full-time person responsible for these matters. Some would have a diversity council. So, this part was more of a challenge because we were requesting companies to formalise their commitment by founding a council or building an ERG, or the basis of an affinity group. Because we had a lot of champions. So this was a way of saying, “ok, we have it in writing, now which group of people are going to make it real, are going to transform it into programs and procedures?” – we have to visualize that group of people,’ says Robledo.

The third pillar is engagement in public activities to support LGBTQIA+ inclusion, which means that companies must evidence at least three public activities – and these must take place throughout the year, not only during Pride.

The thread running through the criteria, and the ethos behind Equidad MX, is not just to reward the corporate ecosystem as it relates to workplace LGBTQIA+ equality and inclusion, but to move it forward. The pillars, Robledo explains, are designed to meet companies where they are now – but also to challenge them to move on.

‘It’s just a basis. One of the other missions is to empower companies to tell us where to grow, how to grow, and what’s needed locally, so we can set that as a standard and make this grow together.’

But in moving the conversation around inclusion forward, Robledo has, at times, found the legal profession to be less helpful than he believes it could be. He explains that although there is a federal law banning discrimination based on sexual orientation, it was Mexico City as a state that broke this down into sexual orientation, gender identity, sexual expression and sexual preferences, addressing the specifics of discrimination around characteristics like speech and dress for the first time. But while the federal constitution refers only to ‘sexual preferences’, many companies comply only to that degree.

‘Still today we find a lot of lawyers that still don’t want to make that change, because they say that if the law says “sexual preferences”, then that’s it. And then we say that if we don’t break it down in these terms then the company is not actually being that advanced or that forward. It takes a lot of lobbying for us to make them see how they should keep up with what society and what international laws are saying and not just local laws. It’s a tough group. Sometimes we just have to pull out the Mexico City Constitution (if they are based in Mexico City) and tell them: you’re not abiding by this law and just ignoring it and going to the other law which is incomplete,’ he explains.

‘We have to break down these terms so they can use them in a procedure of a lower scale within the company or just with internal communication. So, they may have still have just “sexual preferences” but then people in the D&I area or champions will find a way to put it in writing in a document of different rank within the company.’

Robledo argues that despite protection under legislation in Mexico, LGBTQIA+ people wishing to bring workplace discrimination claims often find themselves unprotected.

‘The federal law and the local Mexican law don’t have teeth. There’s lots that ends up only becoming recommendations,’ he says.

And, he adds, the lengthy, demanding and resource-intensive nature of the process for pursuing a claim is a disincentive for bringing proceedings in the first place.

‘People are not suing for discrimination in Mexico, so then many lawyers are very comfortable in their positions – “It’s not an issue because we are not losing money, on the reputational side there’s only very few companies that have been exposed to discrimination issues”, and so it’s not a priority for them. The global sense is: “Ok, prove to me you were discriminated against”. But the laws that we have are not that strong, so it can actually be a nicer process for me if I receive the discrimination.’

As long as the laws remain relatively toothless, Robledo believes, addressing workplace discrimination against LGBTQIA+ groups will not be a priority for in-house teams, and policies addressing the issue will remain recommendations. However, engagement among the legal profession is looking up: despite the 2021 Index featuring no law firms at all, the newly released 2022 report includes five.

Speaking with his consultant hat on, Robledo has found that, in many cases, the motivation behind improving LGBTQIA+ inclusion can be an obstacle towards achieving it.

‘We have a few very large Mexican companies that have started to do the D&I work because they have international pressure from customers and clients in other countries, but not coming from a genuine interest. As a consultant, when I ask them why they want to start doing this, almost 80% come from a business perspective: my customers, the stock market in the US is asking us for some sort of documentation, some business or money-based perspective on why they want to do it,’ he says.

Across the global corporate community, the business case for DE&I is often a major argument made for increasing workplace inclusion. But Robledo contends that can be a weak basis, leading to an underestimation of how long it can take to achieve, for example, Equidad MX certification.

There are two types of companies, he says – those with an intrinsic commitment, and those whose commitment is driven by marketing opportunities. But, buoyed by the power of social media, the public is demanding to know what commitments lie behind the Pride flag. The Index itself, says Robledo, can perhaps help such companies develop a more authentic commitment, by serving as a toolkit as well as a commendation:

‘Pride was their only option to show that they were committed, but on the marketing side. Those marketing perspective companies actually now have a reason. Six years ago, we started working with them to get them to this point.’

Since its inception, Equidad MX has seen year-on-year growth. In 2018, 32 companies received the accolade. In 2019, the list had grown to 69, 120 in 2020, 212 in 2021, and the most recent 2022 edition saw 242 companies listed, out of 262 survey applications made. Robledo is pleased, despite having had a goal of 300 applications for the 2022 edition, which may have been stymied by the pandemic. But growth may be slowing, he fears.

‘It’s coming to a maturity point where we’re not growing that much anymore. We now have 262 [applicant] companies and maybe 60% of them were doing it well in another country and they just had to put it in place in Mexico. Maybe another 15% were forced by their global business partners, global customers or clients that were pressuring for them to grow LGBTQIA+ inclusion. And the last group really just want to do the right thing by working on it – maybe they started three or four years ago and finally now in our fifth year they are ready to jump into the report,’ he says.

‘For the rest of the companies, their starting point is lower than 80% of the companies we found five years ago. So the group is going to slow down in the next three, four or five years.’

The focus for the report now is to strengthen the tools that the team is trying to develop, moving the conversation on in Mexico, and lobbying to have impact beyond the corporate sphere and linking the results with legislative and policy changes. The next report will evolve the list of criteria to look at how LGBTQIA+ people are included in employee benefits, as well as training offered by organizations. In addition, the team is looking to branch out beyond Mexico City, where many participating companies are based.

The HRC continues to broaden its reach across Latin America, having launched a similar initiative in Chile two years ago and, recently, in Brazil and Argentina. The team is also looking at Colombia and Costa Rica, where there has been interest.

‘I’ve been looking for partners in each country so they can implement and be the local focal point,’ says Robledo.

‘Maybe down the road we will have a LatAm version of the survey, where we can talk about some general requirements and some local requirements as well.’

Claudia González Montt, general counsel and external affairs, SMU S.A.

Because I am a woman, it’s very important to me that, in an organization, women have equal treatment and equal opportunities to anyone else. Diversity and inclusion means being recognized for my talent, ability, my individual characteristics and it’s important that, based on those, I can compete and develop with equal opportunity.

The importance of inclusion

But having a diverse team in an organization is not enough to get all the benefits that diversity brings. There must be an inclusive and open environment that guarantees this equal treatment and opportunity. I heard in a training session that diversity is when they invite you to the party, but inclusion is when they invite you to dance. If you don’t work on inclusion, you won’t have the environment that you need to develop your career as a woman or as a minority. You need a safe place where you can express your ideas, your different viewpoint. In my experience at different companies, women can help to develop the business because we have different perspectives than men.

For many years, I have participated in D&I initiatives, for example leading D&I committees, developing minority support programs, developing diversity management models, and participating in mentoring and sponsorship programs.

Work-life balance

I love mentoring, especially when the mentee is a woman starting out in her working life, because you can share your experience, and help other women to open up the workplace and develop their professional career; give some advice about how to balance personal life and work. I’m married, I have children and for me this part is very important, because I need to have a very good personal life in order to give a very good work performance. I need this balance in my life. Through mentoring, I can give young women tips or advice to help to balance personal life and work and about the importance of co-responsibility in caring for children.

That’s a big challenge because, traditionally in Chile, men work and women stay at home. It’s part of our culture. Unfortunately, the pandemic has impacted women more than men in terms of employment, and also due to the increase in childcare. Co-responsibility is a new concept for us and we need to work on that, to involve more men in work at home.

Only 14% of board members of IPSA companies (the top 30 companies with the largest stock market presence in Chile) are women. However, there has been an advance because, ten years ago, this precedent was close to 4%. In the legal field, things are not very different. Although today there are more women lawyers working at law firms, at the partner or general counsel level, there are very few. We are proud that SMU is one of the two IPSA companies in the country led by women. Our chair and vice president of the board are women, and we have three female board members.

Culture

In our company, D&I is a priority. It’s included in the company strategy plan, it’s one of our pillars, and the company has a management model based on our code of ethics. We have a cultural code called ‘CERCA’, which means Closeness, Excellence, Respect, Collaboration and Agility. Our culture is very important, because it tells us how we do business, and through actions and activity in the company, we seek to influence employees, their family, our clients, suppliers and the community. We have different programs in the company to support different groups, for example women and people with disabilities.

The legal team

The legal team promotes and lives the values of the company in terms of diversity and inclusion. I think we are an example for other teams. 59% of the legal team and 67% of the legal top management are women. My team has actively supported the creation of policies, procedures, and action plans related to D&I, protection of human rights and sustainability for the whole company. We have supported this process with the people team and have prepared training in these kinds of matters. The company has many activities, and my team supports all of them in their creation and organization, not only as participants.

The team has participated in a sustainability volunteers’ program. We have promoted female talent by giving them visibility, for example three women from our team represent the company in trade associations.

During 2020 and 2021, the team participated in a development program implemented for the first time in the company, which includes mentoring and sponsorship activity. We had the opportunity to put forward two women and one man as mentees, and I mentored two women.

I think as an in-house legal team we can contribute a lot. For example, we have experience of working with diverse teams from other areas, we have colleagues not only of different genders or groups, but also from different professions. This allows better collaborative work and knowledge exchange, and we share all that experience and good practice with everyone and, of course, with our external lawyers. I think we can help our outside counsel to promote these matters.

We are a client of many law firms and we contribute by giving visibility to talented women lawyers and in hiring law firms led by women. For example, in the last year we hired a law firm led by female partners for an important company matter, and we had an excellent result and developed an excellent relationship with them.

It’s very important for me, for my team, and for the company, that those who work for us share our special culture. When we hire a new law firm, as a woman, I always like to know how many female partners or minority group members the law firm has, and I share with them the importance of having women in the team.

In my opinion, in-house life is more diverse than private practice, because we are part of the company and we have relationships with other areas, other professions. SMU has many initiatives related to flexible work, different schedules to help everyone, not only women, and different thinking in everyone to try to have the same diversity in the company as in the society. My company is a retail company, we serve clients in society, and we need to have more diversity in our teams to better serve our clients.

Alexandra Blanco, general counsel, Pro Mujer

In Bolivia, unequal access to justice undermines the possibility of equality in society. As a university student, I volunteered with a human rights organization that worked in a women’s prison here in Bolivia. Most of the women that I worked with were survivors of gender violence, and it quickly became clear that many women were in jail simply because they did not have the money to afford a lawyer, not because they were likely responsible for a crime. Most of these women did not know their rights, so we worked with them to explain their human rights, help them with their legal cases, and share information on what their futures might look like.

It was obvious to me that the system had failed these women and that they needed a way to escape the vicious cycle of poverty and violence. For me, the answer was simple: help women support their families and themselves so that they could leave violence behind and start a new life.

This chapter of my life defined me. I knew that I wanted to continue to fight for women’s rights and women’s empowerment. At Pro Mujer, we spend every day working to make these objectives a reality.

Closing gender gaps

The gender gaps in the financial sector are alarming. Globally, only 6% of investment capital goes to companies led by women, and 70% of women do not have access to capital to start a business. In Latin America, women’s access to funding is even bleaker. Covid-19 has further exacerbated the situation – the progress made over the last 10 years in terms of achieving equality in the labor market has been erased, and rates of gender-based violence have exploded. In Bolivia, the figures are sobering: every day, a woman is killed by gender violence, and only one in three cases is ever reported.

Gender equality contributes to poverty reduction and boosts the economy. According to McKinsey, closing the gender gap would result in an automatic increase in global GDP of 11%, and GDP in Latin America would increase by 14% if women were encouraged to participate in the economy and received the support they need to do so.

Data show that if you give a woman access to loans, they tend to use the money to support their family and be more productive than men. In 2021 alone, Pro Mujer disbursed US$269 million in loans to women who were unable to access traditional financial services. Pro Mujer uses a holistic approach to positively impact women’s lives. We go beyond just financial inclusion and access to microfinance loans, offering access to health services, digital inclusion initiatives, and skill-building opportunities.

In 2021, we provided 400,000 health services, including 3,000 free mammograms in Mexico, preventive health services for breast cancer and cervical cancer, access to a chatbot for diabetes prevention, and access to contraceptives.

Pro Mujer’s community health workers also play a critical role in our health and well-being initiatives, as they are able to reach women in rural areas where hospitals and doctors are scarce. Each community health worker is trained to detect risk factors in their communities and refer women to a health clinic, if necessary.

Over the past few years, Pro Mujer has also ramped up its focus on digital inclusion. Today, 67% of women have access to the internet. We strongly believe that digital tools will allow us to offer more financing and training opportunities to more women.

In addition, we are working together with US Vice President Kamala Harris as a member of the Partnership for Central America and have committed to increasing our impact in the Northern Triangle, reaching more than three million people with our services. To meet this commitment, we will be opening an office in Guatemala.

Gender lens investing

Pro Mujer is committed to strengthening the gender lens investing ecosystem in Latin America by creating investment strategies, sharing best practices with investors that want to create impactful social change, and offering technical assistance to private companies to help them get gender smart.

In 2019, Pro Mujer partnered with Deetken Impact to launch the Ilu Women’s Empowerment Fund. The Fund invests in a diversified portfolio of high-impact businesses that support women in leadership and governance, offer products and services that meet the needs of women and girls, develop gender-sensitive value chains, and support workplace equity.

In 2021, the Ilu Women’s Empowerment Fund was awarded funding from USAID to develop the ILU Women’s Empowerment Program. This program seeks to increase gender equality in Latin America and the Caribbean through three main components: incremental capital, technical assistance and knowledge sharing, and advocacy.

Within the framework of this program, we launched the Ilu Toolbox, an open-source platform featuring more than 30 resources to help companies address gender gaps and implement strategies to attract gender lens investing.

Identifying the appropriate legal mechanisms

In the past, the role of general counsel was more to put out fires. These days, the general counsel is a key business partner that should be involved in an organization’s business decisions from the very beginning of its operations. Pro Mujer is always working to expand its impact footprint and empower more women. Our role as a legal team is to identify the appropriate legal mechanisms so that Pro Mujer can expand its footprint through alliances and support more women. Latin America is very politically volatile, and we must navigate a lot of legal challenges in order to continue our work.

At Pro Mujer, the legal team must go beyond the role of legal advisor to make sure that the organization is able to continue to impact and empower women. The most rewarding part of the job is going out into the field and hearing the success stories. Knowing that we have had an impact on the lives of our employees and clients is truly gratifying. We have supported women who are survivors of gender-based violence and have empowered them to start a new life. One specific success story that has stayed with me is that of a woman who has been a part of Pro Mujer for more than two decades. Twenty-four years ago, she started to sell boots in the streets of El Alto; now she owns a factory.

The role of in-house lawyers is different today than it was 20, 30 years ago. Now we are the dealmakers of the organization, and we must become thought leaders for our organizations – we are not in the back office anymore.

Not just any policies: The right policies

As members of the legal profession, we must think about the impact we can have and the critical importance of supporting women. In Latin America, many women do not have access to the courts or to fair laws, and the region is very behind in everything to do with dealing with gender-based violence. There is a lot of space to improve the laws, but it is also necessary to ensure equal access to the court system – because you can have perfect laws, but if women cannot access the justice system, those laws are useless. I think there are a lot of opportunities for lawyers to be proactive, to make our voices heard, and to identify how we can help improve women’s lives.

Something that concerns me is the fact that a lot of people do not speak about sexual harassment. When I started my career, many years back, it was something that you had to live with. I sadly have personal stories about sexual harassment; as a woman, it was just something you were expected to deal with when you navigated in a men’s corporate world. Today, times have changed, and although sexual harassment is no longer acceptable, there is still a long way to go.

As members of the legal team, we are involved in creating company policies, and these policies must include gender inclusion and diversity. I strongly believe that gender inclusion must be mandatory in every company’s internal policy—gender inclusion should not be optional. It is our role as inside counsel to make sure that the policies not only exist, but also that the right policies are in place and are effective.

Anna Martini Pereira, partner, Willkie Farr & Gallagher

Having a diverse team brings different points of view to the table where a specific solution or point is raised because of the unique perspective of an individual based on their life experience and identity. I have been in situations where someone raised a point that was within my blind spot, and without which the group would not have reached its ultimate decision. I also believe that diverse teams have the ability to be more creative and innovative in their way of thinking leading to better decision making overall.

A diverse team also tends to share more and therefore tends to be more involved and more engaged. Better engagement results in teams with strong talent retention. Beyond being good for performance, it also results in a better work environment, better culture, happier employees and gives you more access to a better talent pool – it’s a good cycle to be in.

Another key aspect to the importance of diversity is when it comes to leadership positions. When younger diverse talent sees people who reflect their own diversity in leadership, they see people that they can identify with and feel more represented and willing to stay for longer in an organization. For example, if you are a woman and see other women in leadership positions, I think there is a sense that you can trust that your own perspectives will be better represented because similar life experiences create an empathy.

Beyond gender, I think the importance of representation goes for all traditionally underrepresented groups. If you have people in leadership positions with different identities, backgrounds, etc., it creates a greater sense of trust that anyone that works hard can succeed, regardless of their background. In addition, this trust become cyclical because once you succeed you want to stay and help lift up those who are coming up behind you. All of this creates a better environment, group of talent and overall performance, as studies have shown.

When it comes to how we serve our clients, having diverse teams is also incredibly important because studies show that diverse teams consistently outperform teams that lack diversity. It is also critical that we are able to demonstrate value alignment with our clients when it comes to fostering an inclusive culture. Many clients are demonstrating that diversity is a top priority. Therefore, law firms that in the best case scenario are seen as extensions of that in-house team, must be able to further reinforce that.

María José Van Morlegan, director of legal and regulatory affairs, Edenor

To me, diversity and inclusion means the possibility for anyone to have the opportunity to participate, or to make an improvement in, their career on an equal basis with anyone else.

I belong to a percentage of the population that could do that – I am at director level after a long career of 25 years – but the conditions that we had to accept at the start of our careers are quite different to those we are trying to achieve nowadays. For example, if I had to go to an interview 20 years ago, I was compelled to wear a skirt: I remember that in my first interview as a junior associate. And nowadays, when I hire someone, I don’t care if that person has put on their résumé that they’re a man, or a woman or whatever.

Follow the rules

I think that certain practices regarding diversity have to be implemented with rules so that change can work. While we’re still talking about the idea, nothing will change. And I think that for my team to comply with this goal, and with my beliefs, I need to directly set some rules considering diversity.

Last year, Argentina passed legislation compelling public sector companies to give 1% of positions to transgender people. If you’re a private company and you achieve that 1%, you have certain tax benefits.

But last year, the Public Registry of the City of Buenos Aires (PR) tried to compel organizations to give at least 50% of board seats to women, but that regulation was attacked by certain private associations and the resolution was struck down.

There is certain view held within the corporate landscape that says, ‘ok, we can have a good corporate governance program, and let me do my job, let me decide who I want and when I want certain changes to my board or management level or key officers – but do not impose that through a law. I don’t want to reject a man just because a law says I have to comply with giving 50% of seats to women’. That’s the discussion that has been set for bills regarding quotas today in Argentina, and we are expecting to see what can be done.

In summary, we are not in the top countries for prioritizing diversity in Latin America. We are trying to improve this, but the private sector is not convinced.

Using that seat at the table

I’m a member of the Argentine Chapter of Women Corporate Directors (WCD). This is an international association, with chapters around the world, where women that have certain board seats in listed companies, have meetings and offer job opportunities to other women at any point of the corporate ladder. For instance, if a company in England needs someone bilingual who has expertise in the energy sector, WCD shares information around the world, and the search starts between us to find résumés.

In addition to that, since I am a member of the board of the Buenos Aires Stock Exchange, and a trustee of Caja de Valores S.A., I participate in certain meetings with the government and try to participate in the development of legislation concerning all of this stuff.

I arrived at Edenor in July 2021, so I have only been here for six months, and one of my goals was to work on our new corporate governance code, including specifically a chapter on diversity. Likewise, we are working on a sustainable bond to be launched probably in 2022, and one of the measures of the sustainable bond will be diversity.

Previously, Edenor didn’t have any key officers as women, and now, out of ten at the table, there are three women. Any vacant role at the company has to be opened with at least three candidates and at least one should be a woman.

The most difficult part of this is with engineers. We have an industry where it is so difficult to find electrical engineers, and it’s even more difficult to find electrical engineers who are women. So we are working with certain universities to provide seminars, trying to seek women that could be interested in exploring the energy sector. We have a program that we call ‘Women in Edenor’, and in that program we try to focus on including more women in the company at the different levels we seek. My team is comprised of 100 people and 65% are women. For any new lawyer or student that would like to work with us, I follow the three résumé rules, and that one of these should be a woman.

I think that in-house lawyers can play a significant role in driving diversity and inclusion, because when you work at a listed company, you have a lot of opportunities, through complying, for example, with the rules of the SEC, or the London Stock Exchange, which helps you to have a significant role in diversity decisions throughout the company.

A little ignition: empowering women lawyers for leadership success

‘The number of women lawyers continues to increase. Now, almost half of all the students in law schools in Mexico are women. But there are no women in the high positions,’ says Tere Paillés, partner at SMPS Legal.

It’s a sentiment echoed throughout this report: in Lati America, it remains that case that women are underrepresented among the top echelons of the legal profession – in both branches.
It mirrors a wider corporate environment in which the female share of board seats in the largest publicly listed companies falls far below the male share. Of the OECD Latin American countries listed (plus Brazil), Mexican women had the smallest share of board seats at 9%, while Brazilian women had the highest at 13.7%, with Chile and Colombia at 9.9% and 12.5% respectively – well below the OECD average of 26.7% (itself hardly an indicator of parity).

‘It is important to emphasise that, today, Brazilian women have a higher level of education than men, with more access to universities, but this is not reflected in their careers within organizations. Those who are in the labor market earn up to 34% less than men in the same position, and are still a minority in leadership positions,’ says Leila Melo, general counsel at Itaú Unibanco in Brazil.

‘I see that the legal and corporate universes have a lot in common regarding the challenges for gender equality,’ she says.

The women interviewed in this report reel off the causes of gender inequality in the legal and corporate workplace – unequal distribution of domestic tasks, a culture of ‘machismo’, unconscious bias. Even harassment was cited as a feature of the professional workplace, at times.

But some Latin American women decided to make their own luck: to forge opportunities, bolster their networks, and empower themselves into a force to be reckoned with – top lawyers but also agents of change.

Like Jurídico de Saias, or ‘Lawyers in Skirts’, a group of female Brazilian in-house counsel formed in 2009. Originally part of an in-house counsel committee of the American Chamber of Commerce for Brazil (Amcham), the group evolved into an assembly for the exchange of ideas and experiences under the initial leadership of Josie Jardim, now assistant general counsel of Amazon in Brazil.

Erica Barbagalo, head of law, patent and compliance Brazil and LatAm BP for Crop Science at Bayer, was one of the founding members.

‘We realized at the time that the majority of companies’ legal leadership – general counsels – are male and there are few women,’ she says. ‘We found that the leadership of legal in-house was so alone, because we are just lawyers at the company. You don’t have peers to exchange ideas within the company when it comes to legal aspects.’

OECD Latin American countries by women’s share of board seats

Over time, the group came to focus on the professional development of female corporate counsel and the creation of female leaders in law. For the more than 3,000 women who subscribe to the Jurídico de Saias app, that means access to information-sharing, job opportunities, mentoring programs, training and events. One such event is ‘De Saias Para Saias’ (‘From Skirts To Skirts’), a monthly live session on Instagram lead by senior speakers. Recent topics have included ‘thinking less like a lawyer’, and ‘the lawyer as business partner’.

‘It’s a collective, it’s a group, it’s not a legal entity, it’s not an NGO or association or anything, it’s just a group of people that benefit from this support for fostering women’s careers within legal,’ Barbagalo explains.

‘It’s not our target to be enormous, or to have thousands of subscribers, but to be effective and make a difference in the lives of women in-house counsel.’

In Mexico, the story of Abogadas MX began eight years ago, explains Paillés, who was recently elected president. Former president and founder Valeria Chapa (then general counsel for Latin America at Honeywell) returned from a Leadership Council for Legal Diversity (LCLD) fellowship program in the US, and questioned why there was nothing similar in Mexico. So, Abogadas MX was born.

‘We had very big dreams, we wanted to change everything,’ Paillés recalls.

The group started with a pilot mentoring program, where 20 senior lawyers mentored 20 younger lawyers. From there it launched an annual workshop with guest speakers – ‘we bring in people who make some sort of change in the minds of our members,’ says Paillés – which has been a virtual conference since 2020, enabling speakers to reach women outside Mexico City, in areas where equality and inclusion are scarcer.

From its beginnings as a group of 30 women lawyers, Abogadas MX is now an NGO with 700 members.

‘We have been very successful in gathering interesting people and working towards not necessarily information about law or technical information, but about soft skills that are required for women lawyers to succeed in these big law firms or international law firms or corporations,’ Paillés explains.

The organization is passionate, ambitious and structured. Four years ago, Antonia Rodriguez Miramon was hired as executive director, working with a council of senior female lawyers both in-house and in private practice, and a president.

‘We firmly believe that speaking about inclusion, diversity and leadership within the women’s sector directly translates into the development of our country,’ she says.

Through initiatives like the workshops, she adds, the organization provides a place ‘to be part of important topics to do with human development, professional development – not only legal things, but things that can nourish you as a person and help you grow.’

The work is built around four pillars: ‘support model’, where the organization provides courses, workshops, talks and networking opportunities for personal and professional development, including soft skills to hone leadership and networking skills; ‘impact on the environment’, which includes diversity and gender perspective masterclasses for law school students, and scholarship opportunities; a mentoring program; and the annual leadership and professional development workshop.

Advocacy is a key part of the Abogadas MX offering and, together with 38 law firms in the country, it has developed the ‘Mexican Standards of Diversity and Inclusion’. This takes the seven UN’s Women’s Empowerment Principles as a basis for a framework of principles to be applied to the legal profession in Mexico, and adds two more, regarding workplace sexual harassment, and gender and pro bono work.

‘We focus on being a community of women, or men allies, that know the importance of supporting gender and diversity in every place of their personal and professional lives,’ says Rodriguez Miramon.

For Barbagalo, the benefit of groups like Jurídico de Saias is precisely that sense of community. She describes her own experience of feeling alone and unsupported when returning from maternity leave and, for her, Jurídico de Saias fills a need that is especially powerful among outnumbered senior corporate counsel.

‘It’s to feel that you belong, to see that you have others like you, and to have support. Sometimes you don’t even know you have a problem if you don’t talk to others, and then you see, “Ok, there are more like me.” It is especially that you feel supported, that you have a place for equals to help you,’ she explains.

‘Being a young lawyer and having that kind of support from a group definitely would have helped me. When I got back from maternity leave, or in situations when I didn’t feel supported, I wouldn’t know there were more women like me. I wouldn’t know that I could be myself and could talk, and I could go to that group and say, “Am I crazy?” and feel ok to do that. It’s very common that people come and say, “That happened to me, is that ok, what should I have done, how should I react?” If you don’t have one formal group to do that, you don’t feel like you can look for this information, or you don’t feel confident in sharing, because it’s feels “gossipy”. But if there is an environment of openness and sharing, you see that what happens to you happens to others, and you can learn from that, and evolve, and feel empowered.’

At Women in Leadership in Latin America (WILL), that conversation takes place on a regional and even international level. Formed not only for lawyers – though managing vice president Leila Melo is one – WILL is a São Paulo-based non-profit with advisory boards in Bogotá, Miami, New York, Washington and London. Since 2013, it has supported and promoted the career development of women in Latin America, encouraged Latin America-based companies to implement programs for women in business, and promoted the exchange of best practices between national and international organizations.

Melo describes initiatives such as the annual Women in Leadership Survey – a free personal and professional development course for cisgender and transgender university students to encourage female leadership in finance, called the Dn’A Women – and the Empower Black Women to Senior Leadership mentoring program.

A wide network of women at all stages of their careers can function as a discussion forum to take stock and also move the conversation on – considering the spectrum of perspectives from generation Z, raised to expect, not request, equality, and of more seasoned women who are still fighting for it. In both Jurídico de Saias and Abogadas MX, that forum is cross-generational and both organizations have found making an intergenerational link to be fundamental in achieving sustainable empowerment for women.

‘We are very happy to see younger women looking for change, and the extent that they understand that change starts with us. Even though we need to have organizations, and men, and everybody else, involved in changing their bias, there is a little ignition, I would say, that is taking place within a lot of younger women, who want things to change,’ says Paillés.

‘We need to include younger women to see what they want and where they want to go, and how they are seeing these changes within their own organizations. You see it a lot with social media, and women doing things very differently than was done 20 or 30 years ago. Women on the board of directors of the organization are a little bit older and went through different things. I think we need that link, because the firms and the companies are controlled by older people, so we need to get that mix in place,’ says Paillés.

Adds Rodriguez Miramon: ‘We are living in an era with a lot of changes, and it’s really interesting how not only women but also men are interested in improving their way of working, the way they feel, their paternity leaves – and that finally is like a perfect match in getting our mission across faster and to talk about what we see as societal development.’

With the entry of new groups into the conversation, Barbagalo has found that a greater, and more evolved focus on inclusion and diversity is emerging, together with more understanding of intersectionality, in areas such as gender and race, but also in terms of considering all professionals as individuals with unique needs.

‘Different ways of working have a lot to do with diversity and inclusion because what works for you doesn’t necessarily work for me,’ she says.

For her, inclusion is an all-purpose tool, to be used beyond traditionally underrepresented groups, to improve the workplace as a whole. She puts this in the context of the pandemic:
‘I’m dying to go back to the office because I get distracted at home. Other people would prefer to be at home because they have a different routine. So how do we deal with that? We exercise our muscles of inclusion. I don’t look at this as a gender problem, or a race problem, or whatever problem. I just look at the different perspectives, a different person than I am, a different reality than I have.’

At WILL, Melo is conscious of the need to guarantee the rights of all vulnerable groups, not just women, and sees equality in terms of political action, health, security and education as well as the labor market.

‘When we look at the representation of women or black people in our society, or when we study the indicators of violence against the LGBTQIA+ population, or the access of people with disabilities to inclusive education and the labor market, the data show that we still face a serious situation of vulnerability and inequality,’ she says.

She believes it behoves private organizations to promote the inclusion and development of underrepresented groups in the corporate environment – and the lawyers within those organizations can play a key role.

‘Knowledge of legislation and legal issues contributes in an important way in proposing affirmative actions in the corporate environment and in private social investment, promoting advocacy for the creation of public policies that contribute to the guarantee of rights and the consolidation of a more inclusive society,’ says Melo.

Lawyers are well-represented on the board of WILL for this reason, she explains, and function as another voice in an organization which creates space for exchange between different agents of society.

In another effort to broaden the conversation, WILL has sought to involve men, with initiatives like its ‘Inviting Men to the Debate’ panel event, where leaders from national and multinational companies exchange views and experiences, and the ‘Homens da Nossa Época’ (‘Men of Our Time’), a series of interviews with male executives, who share and discuss their experiences about what it means to be a man in their time, along with conversation about diversity and inclusion.

‘For gender equality in the corporate environment, I see that organizations like WILL have been playing an important role in mediating this agenda at companies and engaging in dialogue with men, who still occupy most of the leadership positions, so that they can also understand that gender equality is also their responsibility,’ says Melo.

Abogadas MX has taken the step of admitting men as board members, mentors, workshop participants and allies – and has discovered that their presence brings the opportunity for a synergistic learning experience.

‘Maybe men don’t understand how important it is for certain skills to be there in order to succeed [in the workplace], and they think it’s a challenge where you have to run to do the best work. And it’s not that you don’t need to do the best work, it’s just that you need some additional things within your persona,’ says Paillés.

‘When they come out of these workshops, young [male] associates from law firms are amazed, because they really get touched by our analyses and it’s broadening their minds. Even the older men, when they go into this 450-woman meeting and they are a minority, just by being there they see how women feel when you go into a meeting and there’s only one of you.’

As the reach of Abogadas MX grows, so has its influence as a pressure and conscious-raising force in the industry, its leaders believe.

‘We started in a niche of high-end law firms and companies, and I think that we have become some sort of itch in every place that we’ve touched, and they know that they’ve got to change,’ says Paillés.

‘We believe that women at that level are getting stronger at requesting that their rights are met and that they are given what they deserve, and that they need to be in the same competition as men – because it’s not a matter of just “giving me things because I’m a woman”, but that we need to be at the same level. In that niche of law firms and companies I think we have made enough noise for there to be a small change.’

But there is much work to be done. The organization is working to extend its influence beyond elite law firms and corporations, to reach legally qualified women such as notaries public, or growing its program of classes at public universities, broadening its socio-economic reach into corners where bias might lurk.

‘It’s really important for us to start talking about mobility in terms of social mobility and in terms of opening our network,’ says Rodriguez Miramon.

The organization is also expanding beyond Mexico City, building on its chapters in Monterrey and Puebla.

‘It’s a matter of conscience, and we need to open up and touch more people so that the conscience of everyone starts moving. It’s a matter of making clicks within the minds of more and more people,’ says Paillés.

Systemic cultural change needs broader action than solely that of underrepresented groups. But women themselves are creating momentum to raise their own tide, lifting not only their own professional presence, but that of generations to come.

Carolina Forero Isaza, North Cluster Board Attorney and LATAM Vaccines Lead, Janssen Pharmaceutical Companies of Johnson & Johnson

I love the way the DEI team at Johnson and Johnson puts it: you belong. I love it because it’s about feeling comfortable to bring your true self to work.

It’s indispensable to have everybody’s point of view – if you have customers, patients and stakeholders all over the world, it’s important to have a wide variety of people inside the Company.
But, in addition to that, I think when you’re comfortable being yourself, you’re more creative. You feel better about raising your hand and shouting out your ideas and about participating. I also think when you’re comfortable being yourself, you’re better engaged.

Getting the culture right

We always think about our law department culture as one of camaraderie. We get invited to speak, with colleagues from other countries, about the future of our law department and how to make it better, and we’re always focused on making sure that, even as our department has grown over the years, we keep that camaraderie culture. I think we’re succeeding in that process, and I think that’s a very good grounding for DEI.

We have periodic training on different topics, for example, on unconscious bias, on building trust, and on many subjects related to DEI.

We also have Employee Resource Groups – we have groups that champion women, we have the ‘open and out’ group, which is a group that supports the LGBTQIA+ community, and we recently launched a group in Colombia that is supportive of indigenous communities.

We have been learning from the US team, which has been very active in examining racial inequality and social injustice; we’ve had book-clubs, we’ve had movie discussions, we’ve had experts come to talk to us.

Something that we had recently, that I thought was incredible, were some talks by experts on menopause, which is something that is part of being a woman, but we sometimes take it for granted. We are taught about giving birth, about being a mother, and about many things, but not about something that is so inherent to our lives as menopause. That, I think, is how inclusive our law department is.

Living DEI day-to-day

In the law department at Johnson & Johnson, one of the members of the leadership team of our general counsel is always responsible for DEI, and at the regional levels we also have leaders of DEI initiatives and DEI committees. We have some programs and initiatives that are global, and others that are regional. DEI is part of our strategic planning in the law department, and people report on our DEI efforts regularly.

We have some global objectives that we have to complete within the year – so there is some training we have to complete, we have to make sure that our goals include DEI goals, and in our conversations with our leaders, we report on how we met or did not meet those goals. But we also have a DEI committee at the regional level and, at the LatAm law department, we have our own strategic planning that we have to present to the global council. We report to them at least every quarter, and tell them how we’re doing, what we’ve finished, what we didn’t, and whether we completed our plan or not.

I think our law department leaders have made the law department really live DEI; it’s not something to check the box, but it’s really in our way of thinking.

Appreciating difference

I had a chance to lead the law department DEI group for Latin America a couple of years ago. We wanted to make sure that we respected everybody’s holidays, so we made a calendar to make sure that no regional meetings were ever scheduled during special holidays for different people in the group.

We tend to all speak Spanish in the meetings and leave our colleagues in Brazil on the side, so we tried to work on that by balancing the meetings – having some parts in Portuguese and some parts in Spanish. We even shared some glossaries of words in both languages, so we could all feel more comfortable.

We had an initiative called ‘beyond the label’, where with each LatAm law department newsletter, we got to know one of our colleagues – so, for example, someone might be the IP lawyer, but they are also interested in wildlife conservation and had a chance to live in Africa in an elephant nursery. We’ve had things like that, to connect at another
level.

It might not be rocket science, but these are things that keep us on our toes and thinking about how we’re different.

The importance of listening

On a personal level, I think being constantly reminded of the importance of listening is key in DEI. Lawyers are used to talking a lot and, in a way, we may not be so good at listening. I think the best way to make sure that everybody feels welcome, and that we hear everyone’s voice, is if we learn to listen.

I think legal strategies benefit greatly from other points of view, so I always discuss the important strategies with the business, with our marketing director, with our general manager, and I think that’s also inclusion. And that comes together with leaving aside the legal language – I like to think of myself like a translator, translating legal language into business language.

Amanda Lee Cotrim Lopez, senior legal director LATAM, ADP

Latin America is a melting point for ancestries, ethnicities and races, making it one of the most diverse regions in the world. It is also a region where minorities face significant barriers to employment. For example, recent studies show that around 90% of board seats are occupied by men. If women are not represented on boards of those huge companies that are listed, it’s hard to claim a true commitment to diversity.

ADP’s executive team in Latin America has a 40% women representation. This is well above the market average in the region. ADP was recently recognized by Great Place to Work (GPTW) as a top employer for women in Chile and Peru.

We were able to reach to this point because of the tone at the top. ADP has taken several affirmative actions to make sure diversity and inclusion is part of our DNA. In ADP, diversity and inclusion is not an HR only issue. The leadership team strongly supports D&I actions.

ADP has a global diversity and inclusion office, with dedicated associates. The D&I office works closely with HR and leaders of business units. The leadership is highly engaged and involved in diversity and inclusion globally. In Latin America, each senior leader sponsors a Business Resource Group (BRG). Since I joined ADP, I have sponsored iWIN’s activities in Latin America.

ADP’s iWIN

iWIN (International Women’s Inclusive Network) is ADP’s BRG with a focus on gender equality. iWIN currently has around 7,000 members across 16 countries around the globe. That is a big chunk of ADP’s 60,000 employees.

iWIN’s activities are conducted by a global board comprised of 25 ADP associates and by local chapters distributed in different regions and countries. iWIN organises events to create awareness, education and training – on unconscious bias, for instance. Our main goal is to make ADP a more diverse and inclusive place, not only in the workplace, but we also think about how we can impact the business and the communities close to us.

Doing the right thing

At ADP, the legal team plays an important role in terms of providing the business a perspective on what is the right thing to do. One of ADP’s main value is ‘integrity is everything’. Integrity is about doing the right thing all the time. In this sense, diversity and inclusion is the right thing to do.

When the legal team organizes the compliance week and trainings in Latin America, we educate our associates on anti-bribery and other relevant compliance aspects, but we also take the opportunity to discuss conduct, respect and inclusion. We create opportunities to discuss with associates about being inclusive and respectful with their colleagues at work, with family members, and when using social media.

Keeping an open eye

Corporate legal departments play an important role in promoting diversity and inclusion in the legal market in Latin America. We can influence the private practice market as clients and exchange experiences through our network groups.

When diversity and inclusion is part of your agenda, you will constantly call attention to inequalities, share practices to improve D&I awareness. It is important that in-house counsel keep an eye on what law firms are doing in terms of diversity and inclusion: if they have their own policies and if they are taking real actions towards their associates.

In Latin America, we have our eyes open to prioritizing discussions about minorities, either on the compliance training, hiring process, or when choosing a service provider.

Isabel Araujo, Partner, Willkie Farr & Gallagher

First, we should make mindful decisions about who we hire and resist the urge to favor people who look like us, went to the same schools as us or grew up in the same towns as us. Then, once you have a diverse legal team, be mindful that everyone’s experiences are different, and just because something has worked well for you, does not mean it will work well for me. Unsolicited commentary about the way one person handled a situation could be received differently than may have been intended so we should be aware of the impact of our words. Allow lawyers to develop their own styles and manage their projects as they see fit as long as the common goal to fulfill a client’s needs is being met.

Part of the benefit of working at a law firm is that a client has access to lawyers who have expertise in different subject matter, and transactions are not handled by only one lawyer or a group of lawyers with the same knowledge. The value a diverse legal team provides for a client is perspective and broad experience, which translates into a client being able to hear different sides to an argument or consider a strategy that had not been presented before. Having different voices in the room, in just the same way that having lawyers from across different practice areas in the same room, ensures that more ideas are being heard, with the ultimate goal to settle on the best one of the bunch.

A few examples include: (1) I think a best practice is that when a matter is being staffed, a senior lawyer should call each person on the team and tell them why he or she would make a good addition to the team. This adds instant loyalty and a sense of purpose for the lawyer. Compare that to an impersonal email alerting a group of lawyers about the new project. (2) At the start of the project, along with reminding everyone about the client’s needs, the most senior person should articulate his or her expectation that everyone on the team will actively contribute to the matter. Then follow-up. If you notice that the same people are the only ones speaking, specifically ask the others to weigh in and frame it so they know you are interested in their ideas. (3) Utilizing 360º feedback is also a simple but effective technique that allows people to feel heard (and of course, implementing changes based on that to the extent appropriate).

Ana Silvia Dias Haynes, General counsel for Brazil and Latin America, Essilor Group

Latin America is a diverse region, with over 660 million people of various ethnic groups and ancestries: Amerindians, white, mestizos, African descendants, Europeans, among others. It is essential to all companies and their workforces to continuously reinforce the need for diversity and inclusion in their work environments and, most importantly, in the Latin American boards and senior management positions, which data indicates are more than 90% occupied by men, mostly from a similar ethnic group. Diverse groups have raised their voices to increase awareness and fight for their rights and needs in the last 20 years.

However, with the ‘new’ diverse groups, such as LGBTQIA+ groups, you see very different positions. In larger cities, such as São Paulo (Brazil), Mexico City (Mexico), Buenos Aires (Argentina), Santiago (Chile), Bogotá (Colombia) and Lima (Peru), you have more respect and more protection of such rights. However, if you go less than 100 kilometres into the interior of these countries, that situation changes significantly, and people are much more provincial and less open. While governments have passed laws accepting various rights for these groups that were long awaited (such as same sex marriage), and principal media channels have supported many of those changes, there is still a big divide amongst those in society that live in the large city centres and the populations of more remote interior areas.

Historically, legal professionals were quite reserved about the topic of diversity and inclusion. In the last five years, this has changed very positively. Law firms are openly promoting diversity and a free environment. This change was supported by the new generation of lawyers, who wanted to see those values and principles embraced and actually lived in the work environment, whether in-house or in a law firm. Law firms had to rethink their standards of what they were looking for in a lawyer. Most law firms, now more than ever, know the true value of having lawyers and paralegals with different backgrounds, and even different qualifications and experiences, that bring new ideas to the legal solutions and advice provided to their clients.

Bringing diversity to life

At my workplace, I can proudly say we promote diversity through many different actions. One, most importantly, is to respect diverse people and their rights. Another is to talk about it openly and have training sessions to raise awareness and consciousness of how important it is for any company to bring diverse teams to work together collaboratively, respecting each other, and promoting innovation. Day-to-day, these actions translate into a very positive work environment, where people learn from each other, bring new experiences and ideas without fear. People have the freedom to succeed and change. I truly believe that promoting diversity is a tool to reach greater performance in terms of solutions and products, and ultimately makes people happier.
We have many internal programs supporting diversity and inclusion, such as having more women in management positions at all levels. We believe we are at the beginning of a journey, but we are, every day, bringing that to life.

Removing the filter

Five years ago, we first recognized that we needed to do more in terms of having a diverse legal team in Latin America. We were pretty much all from the same background, very
similar in terms of life choices and, although we were, at the time, divided equally between men and women.

As a team, we thought: what could we do better to be more diverse, and to support diversity and inclusion? First, we had a training session with one of the internal ambassadors, and he opened our eyes to simple actions that we could do as part of our daily routine, and when recruiting people, which would have great impact in promoting this value.
We can proudly say we are a much more diverse and united team. We have embedded diversity in our actions within our team and beyond, when selecting our external advisers and new people for our team, for example.

We look at each other as professionals who work hard together to deliver visual health products and services, focused on our mission. And we don’t judge.

Influencing others

I believe that, as lawyers, we have a huge role to play in diversity and inclusion, because we interact with multiple teams, partners, customers, external advisers and their respective communities. We are their trusted advisers; we are responsible for ‘opening their eyes’ to this important value. We also interact with government authorities and organizations. If we understand the influence we exercise during those interactions and use those to support diversity and inclusion in the respective workforces, together with our other colleagues (such as the leaders of organizations and HR, to name a few), we can be a motor for change in Latin America and other regions.

Many people are still blind about the benefits of such change and know nothing about the consequences of not respecting such values. We have historically embraced cultural and ethnic diversity, we are people moved with different and unique passions for life, which makes us who we are as Latin Americans. Why not take our diversity values to another level?

The result will surely be having a happier and more inclusive work environment, where people enjoy their work and learn from each other, putting aside any pre-conceived ideas or prejudice that can prevent us from performing well collaboratively.

As of 1st April Ana has been appointed GC for Asia Pacific and India.

Alejandra Bogantes, legal manager for Costa Rica and El Salvador and Bob López, deputy director of culture, diversity and inclusion, Walmart México and Central America

GC: Alejandra, how would you describe what diversity and inclusion mean to you? Why are they important for the corporate landscape?

Alejandra Bogantes (AB): In an organization, they are very important, because we need to make people feel comfortable.

If you accept them and let them be who they are, you are going to have employees that want to work with you. If you defend them and respect them, they are going to respect the company, and try to accomplish our goals and our vision and mission.

GC: How would you characterize the diversity and inclusion culture at Walmart?

Bob López (BL): To give you the background on this approach, we have core values for the company. One of these core values is respect for the individual in regard to differences – differences in mindset, background, education and so on.

But we also have an ‘Associate Value Proposition’ (AVP), which has five different pillars. The first one is purpose, the second is challenge, the third one is opportunity, the next is enjoyment, and the last (but not least!) is inclusion. For us, it’s really important to be an inclusive company, and that’s why we made the decision to include this pillar as part of the AVP, both internally and externally.

At this point, we’re focusing our efforts on four different approaches for the company: gender equity; people with disabilities; the LGBTQIA+ community; and the non-discrimination pillar, which is the newest one, and is working towards eliminating those barriers when it comes to talking about race, for instance.

For the company, it’s really important, and it’s part of the business strategy. We have goals to reach, we have KPIs for the company, so we are putting together all of these different thoughts within the company.

We also have a diversity, equity and inclusion council. This is a group of business leaders that are working towards an inclusive workplace for everyone within Walmart. This is not like the typical HR team working for inclusion, it’s more about the business leaders working for inclusion for the company, and they are bringing their expertise, they are bringing their ideas, and they are the ones that are writing this change. They know the business very well, they know very well the pain points that we may have in the stores, in the distribution centres, or in the home offices, and they are putting in place an action plan towards a more inclusive environment in Walmart.

In addition, one of the key actions that we have implemented since last year is to partner with external organizations outside Walmart, so we can bring their expertise within the company, and make better decisions for our associates in every pillar.

GC: It’s interesting that you mention KPIs, because it’s that sense of ‘what gets measured gets done’. How do the KPIs work; what does that look like day-to-day?

BL: We have different KPIs in regard to gender equity, and with regard to talent with disabilities. We have a work engagement survey, and last year we included a voluntary self-ID for the LGBTQIA+ community and for people with disabilities. That way, they could give us their responses and we could assess how they feel working for Walmart and with that information we have created different action plans to improve the work environment for these groups. This is also the first year that Walmart México and Central America has included a self-ID for race, because we wanted to know if we had racial diversity within the company, and how we can leverage people’s working experience within Walmart.

GC: How is the legal team supporting the company in its diversity and inclusion efforts? How does the team fit into that structure?

AB: As a legal department, we are an example and a role model for the company. We have to always act correctly – and not only look like we are acting correctly. We have to make sure the company complies with its policies and complies with the law. We help HR and the committees when they have any kind of question. We support area staff operations too, to make sure that they can explain what we are doing – we know that there are a lot of people that have prejudice and we try to make people understand. For example, we sometimes have cases where customers don’t want to go to a certain cashier because he has long hair, or tattoos, and we as a legal department have to tell them, “well, he has the right to look how he wants – we don’t have policies about how you look at work”. We have to support our employees and make them feel safe and protected by us, and we as a legal department promote a lot of efforts to make people feel comfortable.

In our legal department, we have a lot of people of different ages, some of them have kids, some of them are single parents, some of them have different sexual orientations, and we try to make the team feel completely united. We are very close, and we try to let people know that one of our values is that we are a diverse group, and we have different ideas. For example, the younger ones sometimes promote ideas about tech systems that can work for us to make things simple, and you know that people, when we are older, we sometimes don’t understand how things are going to work. So, I think that we make a really good balance.

We follow the company’s policies, and in case someone doesn’t feel respected or supported, the company has an ethics department, where people can file a complaint and they will investigate to make sure that the legal department, like everyone in the company, is compliant with the policies, and with our ethics code of conduct.

We have an open-door policy, so that everybody can go to their boss, or the boss of their boss, or the CEO of the company, to explain their concerns, and they have to listen to them. They don’t have to be afraid of retaliation, because they are allowed to express what is concerning them.

GC: Do you think that in-house legal teams have an important role to play in driving D&I? How do you think in-house legal teams can contribute to that conversation?

AB: As a legal department, people are looking to us. If the legal department is doing something incorrect or is not promoting diversity and inclusion, people are going to think that they can act in the same way. The risk is that if the legal department is not compliant with company policies, people are going to consider that that is ok, because we establish what is good or not, or what is correct in accordance with the law.

Also, the legal department has a section in our engagement letter to external lawyers where we request them to promote diversity and inclusion in their firms. For us, it’s very important that our external lawyers share our values; that they try to make a difference in society.

I think that Walmart is really working to make a difference in terms of diversity and inclusion. We are a big employer in Mexico and Central America, and the company is really trying to invest in helping people to understand what diversity and inclusion is. If our employees understand, they are going to start making a change in society, they are going to make that change with our clients, and we are, I think, contributing a little bit to making a difference.

BL: Being one of the largest companies within the region, we truly believe we can make an impact because of the cascading effect that we may have across society.

Covid-19 and the case for inclusion in Latin America

Since the Covid-19 global pandemic took the world by surprise in January 2020, no shoulder has been left untapped by the virus, which continues to intrude into personal and professional lives.

Latin America was hit hard, both in terms of health (by summer 2020, the region was declared the epicentre of the pandemic) and economic impact – Latin American GDP fell by 7.5% in 2020.

As it continues to bruise the population, Covid-19 has stressed societal fault-lines, leaving communities and countries grappling with uncomfortable facts – unequal risk of infection and severe illness according to socio-demographic factors like age, disability, ethnicity and affluence – and ethical questions, over access to healthcare and vaccine equity, for example.

We have seen that inclusion can be a matter of life and death. But Covid-19 has raised the stakes for diversity, equity and inclusion (DE&I) in corporate life too, as the workforce struggles to cope with its challenges. In August 2020, McKinsey surveyed over 1,000 executives and over 2,500 employees in large companies across 11 countries. The resulting report uncovered worries around mental health, work-life balance, and workplace health and safety, the connections between workers and employers, and job opportunities. But the gravity of hardships varied along demographic lines:

‘In every country, members of diverse populations reported additional challenges and felt them more acutely than their nondiverse counterparts. For example, nondiverse employees in the United States have experienced, on average, one acute challenge during the Covid-19 crisis, in addition to several other moderate challenges (those that are reported as being felt “somewhat” by respondents). Their diverse US colleagues reported 1.6 acute challenges.’

Furthermore, workers in emerging economies, like many in Latin America (the research looked at Brazil, Mexico, China and India as well as Canada, France, Germany, Ireland, the United Kingdom, and the United States), have felt the effects most starkly:

‘The severity and prevalence of these challenges, such as with mental health, were far higher in developing countries than in developed nations. Among diverse groups, these concerns were both higher in number and felt with greater urgency.’

Women, LGBTQIA+ people, people of color (POC) and parents were found to be struggling more, the report said.

Women at risk

Taking the first group, the pandemic has hurt women more than men at the societal level. In its July 2021 report, Gender Equality and Covid-19: Policies and Institutions for Mitigating the Crisis, the IMF set out the issues facing women across the world. Comprising 70% of the health and social care workforce, women are at greater risk of infection. They are also at increased risk of extreme poverty – likely to work in pandemic-scarred industries such as retail or hospitality, and in less secure or informal jobs, while housework and childcare duties have meant that, in some countries, women are even leaving the workforce. Meanwhile, lockdowns have led to a growth in gender-based domestic violence; school closures endanger education for girls, as many simply may not return to school when they reopen, and the digital inclusion gap for women threatens to widen.

Alexandra Blanco is general counsel at Pro Mujer, a Bolivian non-profit dedicated to empowering women, and is seeing this play out on the ground in Latin America:

‘In Bolivia, people have lost their jobs, we believe that’s been a major setback for women. We have data regarding the setback of Covid-19 especially in Latin America, that’s been extremely hit. The governments have not been able to react properly to support people or companies so it’s going to be a major hit and it hits women. Schools in many countries have not reopened, so you have women trying to navigate home school, women that have lost their jobs and are trying to also home school, and they don’t have places to take their kids and to look for other employment,’ she explains.

‘You don’t see a program to reactivate the economy as you do in countries that are more stable financially, so definitely I think Latin America is probably one of the regions that are going to take one of the biggest hits.’

Digital inclusion

Sheila La Serna, chief legal officer at pension fund manager Profuturo AFP, describes the economic background to the pandemic’s impact on Peruvian women:

‘We have a lot of informality – our economy is 70% informally employed. 95-99% of enterprises in Peru are micro and small enterprises and at least 70% of them are led by women. During the pandemic, a lot of women had to shut down their businesses, so my impression is that the gender gap will increase in future years. Women and men have a gap of almost 30% in terms of salary – women will earn 30% less than men in terms of formal jobs. But in terms of entrepreneurs, which are normally not official – they do not pay taxes, they have very little workforce – the kind of business that really helps women who are very ambiguous.’

La Serna explains that women in Peru often run service industry organizations such as beauty parlours, as entrepreneurs commercializing whatever they can, often in the face of technology inequity.

‘Very broadly speaking, the economic impact in Peru of the pandemic has been huge. We have more poorer people than 30 years ago. But, at the same time, people are reinventing themselves. They have proven resilient – that inventive and creative minds of women and men that are fostering the implementation and creation of new businesses and business models very digitally,’ she says.

‘We don’t have equal internet for everyone, so that informs everything. Every business that is engaging in digital and digital transformation is just riding the wave with the pandemic, but those that are not favored with that internet connection – not only the resource itself but the internet capabilities, for example, to be able to understand what e-commerce means, all the technological skills, are something that we are struggling with in some parts of the population. A lot of them don’t have resources like laptops. The government is working on that – there’s a governmental plan to improve the resources and the capabilities of entrepreneurs and to just reduce the technological gap in Peru.’

Corporate life

But what of corporate Latin America? The picture is not rosy, either. The female GCs we spoke to in Latin American countries all emphasised burnout and mental health strains among women in the workplace as significant pandemic-related impacts that have informed the D&I agenda.

And that is borne out by the stats. Seven out of ten female executives in Latin America believe that Covid-19 will negatively impact gender equality, according to the Esade Gender Monitor Latam report published in 2021, which surveyed 1,000 female executives in Chile, Colombia, Mexico and Peru. 41.4% felt that the pandemic would be detrimental to their prospects of promotion.
A woman’s place?

‘I think the pandemic was really hard, especially for working moms. When I talk to my female friends, the word that they always use is: “exhausting”. Because, in Latin American countries, for the most part of the time, the house tasks and raising the children, care, falls more to women. Also we have a lot of contract terminations across the country, and across the globe, and women were hit more than men,’ says Ana Paula de Almeida Santos, former head of legal for Rock Content in São Paulo.

The McKinsey report talks about the ‘double-shift’ – of work and household tasks – and the pressures these place on the mental health of women around the world. But these pressures can be more acute in emerging economies:

‘Women are also more concerned than men about increased household responsibilities – suggesting that the stress of the “double shift” continues to be a gendered issue around the world. Women in emerging economies such as India and Brazil are two to three times more likely to report challenges as their peers in developed countries, suggesting that gender and local context may have a compounding effect.’

Until a more equal distribution of household tasks is achieved, and with pandemic-related work from home seeding additional work at home, many corporations have stepped up to provide the flexibility needed for corporate professionals to keep the plates spinning.

‘Before, I think that companies didn’t believe very much in working from home, and now, if you want people to be good and healthy, you have to start to understand their needs, how they think, how they feel. It is not very important anymore if they are going to be at home for a shift, because, at the end, what you require is that they accomplish their work, not when. They are going to be a better worker and they are going to fight for you,’ explains Alejandra Bogantes, legal manager for Costa Rica and El Salvador at Walmart México and Central America.

La Serna agrees: ‘I have a lot of members of our team that are mothers, or they have to take care of their parents who are old, and they have different schedules. So, the baseline for us from the pandemic has been flexibility, to be very supportive of the team, more flexible than before the pandemic on schedules, and to provide them with all they need to have a good performance in the company,’ she explains.

‘We try to balance and be flexible. We do not, for example, schedule meetings too early in the morning, because some have home school tasks, or they have to take care of their parents, or maybe they are sharing the laptop with their little kids,’ she said.

São-Paulo-based Amanda Lee Cotrim Lopez, senior Latin America legal director for ADP, describes one company solution for lessening the burden of homeworking.

‘Latin America has a strong culture of women being primarily responsible for household activities. Since the start of the Covid-19 pandemic, lunch breaks have not been like before, when we would go to the cafeteria, buy our lunches and still have a few minutes to relax. Now people have to prepare lunch, feed their kids, help elderly people or other people at home with them. This is a huge burden that unfortunately is falling mostly on women associates. With this is mind, we decided to allow our associates to extend their lunch breaks from 60 minutes to 90 minutes during the work from home period in the Covid-19 pandemic.’

She adds: ‘This is something that directly impacts our women associates. But as we also allow our male associates to take a longer lunch time, we would expect them, if they live with a partner, to take this time to also support any household tasks.’

Gender-based violence

In one instance, we heard how corporate support can extend beyond pragmatic support for women working remotely, and into the existential. Levels of gender-based violence were extremely high in Peru even before the pandemic became a pressure for fraught households and, on top of the physical and emotional cost, the World Bank estimates that this violence is equal to 3.7% of GDP in lost productivity for the country. Sodexo in Peru has tried to tackle this issue head on during the pandemic.

‘Of all the numbers that were critical, it was the number of women that suffered violence during the pandemic, because most gender-based violence is in the home. People who suffer violence are in the same room all day with the aggressor and you have to consider all the depression and the fear that the pandemic brought us. So, violence increased a lot during the pandemic. That’s why we made a statement about violence, and we launched a campaign looking “behind the face mask” to help people that are suffering violence to speak up,’ says Mariana Olivares, director of legal and corporate affairs at Sodexo Peru.

The impact of the pandemic on diverse groups goes well beyond gender equality. While not focused specifically on Latin America, the McKinsey report found that LGBTQIA+ employees were more likely to report feeling isolated and fear losing ground at work. People of color in majority-white countries were concerned about career progression, balancing tasks at home and career progression, as well as workplace health and safety. Parents faced challenges over school closures, reporting worries about household challenges, mental health concerns and career progression.

Back in the closet

Francisco Robledo Sánchez is a consultant and strategist in LGBTQIA+ labor inclusion in Mexico and runs the annual HRC Equidad MX Global Workplace Equality Program, an index that accredits companies in Mexico based on their LGBTQIA+ inclusiveness.

One of the biggest problems he has seen in the LGBTQIA+ community in Mexico has been stress experienced by those forced by lockdowns to go back to live with people who discriminate against them, effectively putting them back ‘in the closet’.

‘We ran a survey a couple of years ago and asked people how “out” they were with their family, friends and co-workers. At work, 56% of people are in the closet. 65% are in the closet with their family, and only 20% in the closet with friends. For people going back to wherever they call home, with the people they call family or whoever they live with, 40% of people had to go back in the closet,’ he says.

‘But for people that were actually out at work, and not out with family or friends, work was their safe place. Companies are still finding their way on how to build online safe places for LGBTQIA+ workers that are doing home-based working, so it’s been a big challenge for people to actually be comfortable and be who they are while at work, when not having those safe spaces anymore.’

Robledo Sánchez adds that the suspension of face-to-face events has presented a challenge for companies engaged in LGBTQIA+ inclusion to demonstrate their commitment.

‘It’s easy just to put your flag out, participate on a Pride march, sponsor an event. But now that everything turned digital, they didn’t see the opportunity of sending out messages, having webinars, putting this conversation on the digital platforms. That’s why we have to push training, so anyone can be a sponsor or a spokesperson for LGBTQIA+ issues in their company, other than having the easy part of just using the marketing tools,’ he says.

The whole person

But the GCs we spoke to for this report also stressed that the pandemic was not all bad news for DE&I in the corporate landscape. For some, like Carolina De Nardi, chief counsel for Latin America at Zoetis Inc, it brought an increased sense of empathy.

‘You’re talking to me at home. I can have dog barking noise, or my child, whatever noise it could be. And then, as a consequence, you start to look for the person as a person, not just as a professional,’ she says.

‘Although the pandemic was dark times for some people, I do believe that it brought us the ability to look to the other person and see more than just an email. I think that it helped us to take a better look into diversity and inclusion inside our organizations. I do not have, let’s say, a thousand employees, I have a thousand people that are part of a thousand families, and they have a thousand histories behind them. The pandemic helped me to understand more about my team, to understand their histories, their fears, and what they want, not only talking about career aspirations, but talking about their life goals.’

Empty seats

With working from home not just tolerated but mandated, less emphasis on presenteeism could be beneficial for women with childcare responsibilities, says María José Van Morlegan, director of legal and regulatory affairs at Edenor in Argentina:

‘When you go to the office, and you see a man and a woman, and you see that the woman has to run away to resolve something at school or a medical situation, it’s like: “oh, she’s leaving work, she’s not taking enough care of her duties.” No one asks about what that guy is doing at the same time – if he’s going to football practice or having a lunch or playing golf. The pandemic allows us to see that she is responsible, she is good at work, she can do everything the same as a man. You see men saying, “I have to arrange this maybe in a couple of minutes, because my wife has to go to her job, so I have to take care of the baby”, which is an opportunity to see the possibility of both doing the same thing.’

One GC sees the rise of remote working as an antidote to the brutal reality of corporate law firm parenthood – if burnout can be managed.

She says: ‘I remember when I stopped working in law firms and moved to the corporate world when my first kid was born, because the law firm work seemed to me incompatible with motherhood; I could not get that to work. This will probably change the way we work in the future, because (women) didn’t have to choose between motherhood and working, they could have everything in the same place. And although it was not easy, it was probably better for a lot of us than leaving our babies and going to the office until late at night.’

Such optimism might not have yet translated into increased opportunities for women just yet: 82.8% of female executives felt that men were being preferred for management roles according to the Esade Gender Monitor – Latam report – up from the 2020 report of the same name.

Zooming towards inclusion?

The less formal video call is commonly seen as a tool for strengthening inclusion, not only for women but for other communities too – although not everyone in the Latin American corporate world is pleased with this prospect.

‘The freedom of the people, of the gender expression that they felt at home, it was priceless. A lot of companies had to rewrite business dress codes for the digital area, because they found that people were just so free. LGBTQIA+ people started to express themselves much more freely, growing their hair, using make-up and accessories, and people were starting to see that as a problem when they were looking into the camera,’ says Robledo Sánchez.

‘These months will be very decisive on how we are going to come back to day-to-day work in the office, where people are freer on expressing and dressing and being themselves.’

Video calls were also reported to widen access to information across geographical divides as well as demographic ones, with the potential for digital DE&I training to reach areas where a face-to-face event could not. In some cases, the candidate pool has even been extended outside the typical metropolitan areas from which talent would previously be drawn.

‘Our data protection officer is from the Northeast and she’ll be working from there, she’ll be coming to meet with us from time to time. Before the pandemic, this was impossible, because you just thought that everyone had to be in the office 100% of the time. We have seen many initiatives within Nubank to welcome people from different regions – because Brazil is such a huge country that just having this diversity in terms of regions brings a lot of value to the teams,’ says Pedro Frade, legal director at Nubank in São Paulo.

Improving access

Tech-assisted working can be a double-edged sword for people with disabilities, however – broadening access to previously inaccessible locations or buildings, while creating potential obstacles depending on individual needs. At Walmart, Bogantes describes how the Costa Rican Ministry of Health mandated an office for client services, for colleagues with hearing loss, impacted by face mask use, for example, to access additional support during the pandemic.

Adds López: ‘For people with disabilities, we had to accelerate accommodations, we had to accelerate this evolution to understand their needs, to understand that they had to be working from anywhere. It’s been a journey.’

As companies in Latin America have adapted to new ways of working and the resulting inclusion challenges, legal teams are often poised to support the transitions in ways that can promote equality. At Walmart, the legal team has provided guidance for Walmart’s client services offices, such as preparation for government inspections.

At Sodexo, Olivares not only leads the legal team in Peru

but also the local diversity and inclusion program, and has stepped up as an advocate to widen access to public health information.

‘I wrote an article about the responsibility of the company in the vaccination process. Although the decision about being vaccinated is a personal one, the company can do something from the position of employer and that’s giving information, giving the chance for people to hear from specialists about vaccination, because sometimes the discussions are between neighbours or relatives. I feel part of our responsibility as leaders was to provide information to our people so they can decide if they want to be vaccinated or not, and also give all the permissions they need to go to the vaccination centre,’ she explains.

Her legal function also has an important role to play as the pandemic shifts into a new phase and companies adjust to ways of working that can be sustained long term:

‘The screen is not enough, we need to return to the coffee table, to improve our capability, and we are tired, also. So we are now in the process of switching, in some instances, from remote work to this hybrid way of working, half and half, so people feel comfortable and feel safe as well. I feel that’s something very related to legal. I think we need the correct balance, because working from home has a lot of benefits, but it also raises some lines about duties. I don’t think that people 100% respect the schedule, the day, so we need to also remind them that we have schedules, that we have process [for a reason]. People and their families will have burnout, people will have some mental health issues. We have to understand that,’ she says.

‘As legal, we need to be at that table in that discussion – it’s not only how we want to make it as a company, but we also need to respect the labor regulations. I think that legal has really a great opportunity to work on this topic.’

Looking to the future

Societal divisions exploited by the virus are not new, but many of the solutions innovated by corporations in Latin America and the senior corporate counsel who are engaged in DE&I, are. It may be the case that Covid-19 has set the clock back on inclusion. But many are more hopeful: that as corporations, and as people, we have learned more about each other and our needs, and that this new understanding can be the bedrock for a more inclusive future.

As Valéria Schmitke, regional general counsel for Zurich Latin America puts it:

‘Some people are saying we retroceded 10 years in terms of D&I. I’m not sure about that really. Let’s see how the society recovers from this pandemic. History shows that after pandemics, after big crises, society flourishes. So let’s see. We will continue to work.’

Ana Paula de Almeida Santos, Former head of legal and senior director, Rock Content, Brazil

I’m going to try to say this as simply as possible: we have more women in the world, and women live longer. We have a group of people living longer without the financial resources to live well. If you consider that women don’t have a way to pursue a profession or financial independence, that economic model is not sustainable.

Of course, I could go to the UN and bring the numbers – ‘We can bring three trillion dollars into the economy if we achieve gender equity.’ But you should think of this in simpler terms: if you want to have people purchasing, living and having financial independence, you need to have everyone in the work environment.

The same arguments apply to people with disabilities, transgender people, LGBTQIA+ people and racially diverse people. We need to have everybody working; we need to have everybody pursuing financial independence. That’s the only way we can have everybody an the same table; everybody with the same resources for housing, health and education. If you take these people out, you’re going to have a huge gap in the future. We need to make it feasible for everybody to be able to work.

Access to education

Today, we have a lot of women in Latin America who are able to get into university to reach the legal profession. However, when you climb the pyramid to pursue higher positions, there is still a gap.

We still have a lot of red and yellow flags regarding children and girls. We have menstrual poverty, we have a lack of education. I think we are doing a good job with established women: we have young lawyers, we have a lot of mentorship, we have done a lot to address the women that are already in the workforce – those who have graduated from law school, graduated from engineering school, for example – and we are organizing a lot to help these women to grow.

But I feel there is a gap in terms of how we are helping all children, all girls, to achieve this step, and to really achieve a high-quality education. In Latin America, you have a lot of women who are able to go to school in the large urban areas. But if you move to the countryside, to the farms, to the less developed cities – oh my god! The girls share their time between housework, family work and also school. They don’t have access to proper places to clean themselves, proper places to study. I think it’s something we need to really think about. We are doing a good job with the women who are able to achieve education but what are we doing for the kids who do not have the same access to education?

Creating the conditions

Rock Content is a Saas Company in digital marketing, and we have this fun start-up environment. There are a lot of young people, and I have to say they have a different view about diversity and inclusion – they see that it is natural.

We have a leader for diversity and inclusion, and we are starting to have a lot of conversations and policies to raise awareness for the company about every aspect of diversity.
We have a lot of allies, to help diverse representatives. One of our goals at this moment is to bring in more people with disabilities.

We have also been thinking a lot about education. We have two main initiatives. One is led by the social impact area of the company, and we give scholarships. The other is that we are about to become a member of ‘Pledge 1%’, an initiative to commit 1% of our equity and employees’ time to educational initiatives.

An incredible journey

Rock Content is a really different environment from much of my career. My click with diversity and inclusion started around 2011 when I first achieved the GC position, and I was the only woman at the table. At that time, I was in the insurance sector, a market where I worked for 12 years, and an environment that, in Brazil, is very masculine and non-diverse.

I said, ‘I don’t want to be the only woman at the table, I don’t want to work in an environment that doesn’t see diversity as part of the strategy.’ So that’s when I started to take some actions and become an advocate for diversity and inclusion. I went to Harvard to attend the Women’s Leadership Forum, and I created a workshop for women in my company. After that, together with two other female GCs in the insurance sector, we created a task force in the Brazilian Insurance Confederation. In 2018, we founded a diversity and inclusion institute for the insurance market in Brazil. So that was the beginning of an incredible journey – we saw a lot of impact from what we started in the market.

Today, if you go to insurance companies in Brazil, all of them have some consideration for, or policy, initiative or target for diversity and inclusion. We see a lot of changes, not only as individual companies, but also as a sector.

Giving opportunities

At Rock Content, I’m a super ally for diversity and inclusion. I’m not only supporting the aspects of it, but also to make it visible, to start to help to drive policies and procedures, to have a diversity and inclusion framework that can also incorporate and embrace the company as a whole. I’ve been working really hard with our leader in diversity and inclusion, and also the head of education and the head of social impact, in order to really make sure that our environment is really inclusive.

One of the initiatives is around people with disabilities, so at this moment we have a lot of lectures and information-sharing regarding that. In September, we had a huge presentation for the whole company to help everyone understand not only the importance of employing people with disabilities, but also how we can embrace this.

We have initiatives like ‘Women Rocks’, ‘Inclusion Matters’. One of the pillars of our business is ‘Rock University’, and we give a lot of lectures, courses and we provide scholarships to low-income families to be able to attend the courses.

Within the legal team, I always pursue people with disabilities, women, and minor representation. I don’t like to say ‘minority’; I like to say ‘minor representation’.

At this moment, I’m hiring, and when they published the vacant position, I asked for somebody with a disability. It’s not only about walking the talk, it’s something that l believe: I need to give opportunity. Our company language is English, it’s our first language globally, even in Brazil. As a legal-compliance department, English is almost crucial. I know that hiring a person within minor representation groups with English knowledge is going to be challenging. But I decided, you know what? Let’s try to find somebody. Even with basic or intermediate English; we are going to develop this individual and provide support to grow as a professional.

A healthy workplace

Motherhood is part of our world, and in every team I have led, I’m always an advocate for parental leave, not only for women but also for men. At Rock Content, it was one of the goals for our CEO and so what we have today is a ‘family’ leave policy. Men and women across the globe have the same amount of leave, so we’re not talking about different policies for men and women. We are talking about four full months for everyone who becomes a mother or father. That’s why we call it family leave. And we give flexible hours too.

Among the other policies that we have established, especially in the current remote-working environment, is ensuring that work breaks will be respected. Lunch hours need to be respected too. No emails at night. These initiatives are crucial for a healthy environment.

In law, our foundational base is human rights – as lawyers, we are trained to observe human rights, and with diversity and inclusion, we are talking about fundamental human rights. It’s the right to have access to employment, to healthcare, education, to have a house. So as lawyers who work in enterprises, we make sure that we are complying with human rights, with labor laws, and make sure that we have equity. As lawyers we really have the tools to make this happen – to create healthy workplaces.

Since speaking to GC, Ana Paula de Almeida Santos has left Rock Content to become general counsel, head of legal and compliance at Argo Insurance in Brazil.

Camila Barbosa, General counsel and inclusion and diversity leader, GE Healthcare LATAM

Inclusion and diversity are gaining space in the corporate world. But the journey is long and requires not only speed, but resilience and intentionality. In Latin America, it is important to consider that the reality in Brazil is different than Mexico, Chile, Argentina… and even within the same country, it’s not the same. This plurality must be recognized and respected.

Inclusion and diversity, or ‘I&D’ as we call it at GE, is a business imperative. It is no different than other strategic pillars and embedded in ‘how’ we do business. People feeling valued and respected perform better, and this makes it fundamental for corporations. Diversity creates value for our customers, shareholders, and employees, and, at GE, we are committed to fostering an inclusive culture where everyone feels empowered to do their best work because they feel accepted, respected and that they belong.

My role as diversity and inclusion leader has been quite a journey, on which I embarked by putting into practice advice that many of us receive but not always listen to: to accept challenges even if we don’t think we are ready.

I’d been involved with the Women’s Network (WN), one of the employee resource groups (ERGs) we have at GE, for many years. I started my career with GE as an intern and being part of the WN not only allowed me to learn from experienced leaders, but also showed the power of these groups in creating a trusted network of people that help us grow professionally and personally. But when Rafael Palombini, GE Healthcare’s LATAM CEO, invited me to represent GEHC globally as Latin America’s I&D leader back in August 2020, it would be a much bigger responsibility. Although I’ve always been passionate about I&D, I was (and still am) no expert. After a candid conversation with him, where I was encouraged to focus on my willingness to learn as opposed to my limitations, I said yes.

This is a voluntary role on top of my responsibilities as general counsel. It is challenging to find the time, but all the learning, the people that I have met in connection with the I&D routine that I would otherwise not have met, the projects we are delivering and the impact – actual and potential – that the work of this team has, makes it more than worth it!

Together with the company’s senior leadership in LATAM, my role is to ensure that our inclusion and diversity strategy is embedded throughout our business, and to be the spokesperson for GE Healthcare Latin America with respect to I&D with GE Healthcare globally and regionally across the various GE businesses.

2021 has been an intense and rewarding year for I&D. All the GE businesses got together and, with the support of our employee resource groups, a strong I&D plan was developed, focusing on education and awareness, strengthening the leadership commitment and our culture of belonging.

To further the leadership commitment, an inclusion and diversity workshop was tailored to the reality of all GE people leaders in Latin America with the support of a consulting company. Almost 700 people leaders across the company participated in a three-hour interactive session that promoted reflection on empathy, unconscious biases, and how they are linked with GE’s Leadership Behaviors (act with humility, lead with transparency, and deliver with focus). We are pleased with the results, with an 80%+ approval rating from the participants.

In the talent pillar, leaders are encouraged to think of inclusive job descriptions – for example, is fluent English really a requirement? Why limit applications to people graduated from universities A or B?

One last example of our actions this year is the first GE census in Brazil. A self-declaratory anonymous survey was conducted to understand the diversity of the GE team regarding race, ethnicity, religion, gender, sexual orientation, disabilities, and other characteristics, to help guide the next steps in the company’s journey of inclusion and diversity. The level of engagement made us all really proud. More than 70% of the Brazil team participated in this important activity, carried out thanks to the support of many people but, in particular, the AAF (African American Forum) Brazil, one of our affinity groups.

For the legal profession, on top of everything, I&D is part of our jobs. There is a strong component that intersects with labor and employment, data privacy, compliance. The potential legal impacts of I&D-related matters are relevant, so it is naturally part of the legal professionals’ routine. Here with GE in Latin America, the legal and compliance team goes much further than their ‘legal hats’, actively engaging in various initiatives and being strong allies and advocates for inclusion and diversity.

I&D is really part of our job in the legal team. And, at GE, we are fortunate to have various legal and compliance team members not only engaged in connection with their day-to-day work (the Brazil census, for example, required a lot of support from the legal team as one of our main concerns was to make sure that all data privacy requirements were complied with), but as advocates, volunteers and allies, leading or actively engaged with employee resource groups, I&D initiatives, and promoting a culture of belonging across the whole company.

It is part of the job of any legal or compliance professional to look after the company’s culture and reputation. We need people need to raise their voices when they see something of concern… our job is to ensure that the environment allows for that. I once heard that behavior is driven by conviction, convenience or compliance… so I see that legal and compliance professionals have a lot to add, whether bringing technical legal insights or going beyond, as our team at GE does.

GE believes a commitment to equality, diversity, and inclusion is a key element in achieving the best legal representation by partnering with those who appreciate and include a diversity of perspectives, and who can bring more creative and innovative thinking to GE’s challenges. Outside counsel shall work actively in promoting equality, diversity and inclusion within all levels of their workplace, to make a diligent effort in the recruitment, retention, training and development, career progression and promotion of diverse lawyers and to afford such lawyers an opportunity to work on GE matters.

Mariana Olivares, Director of legal and corporate affairs, Sodexo Peru

When I joined Sodexo 11 years ago, diversity and inclusion was part of the DNA of the company even then, but not in the same way that we work now. Ten years ago, these topics weren’t part of the board of directors or the leaders of the company. Nowadays, I think it’s not acceptable if a company doesn’t take the time to discuss these topics at board level. It’s not about one specific sector or business – the market in Peru needs to talk about diversity and inclusion.

At Sodexo, we started setting D&I KPIs in 2015 – I remember the first time I asked for the number of women in the company, and we had 25%. We started working. We developed our local diversity and inclusion policy because we had a worldwide one, but we wanted to work on this topic in Peru. After six years of working and understanding the real problems of D&I, we have reached 40% women in the company. If I told you that we had improved the number of women from one year to another that’s easy – you just hire more women and that’s it. But if we see this change over six years, it’s because the culture has changed. It’s a statement by the company about how we want to be seen and how the talent sees us from the outside, especially considering we work a lot with the mining sector in Peru, where the average number of women in mining is very low, around 6%.

People need to be included; it’s not only about diversity. Peru is one of the most diverse countries in the world and that doesn’t make us necessarily inclusive. I think this is part of our challenge. It’s not enough to say, ‘I respect and hire people regardless of age, sexual orientation, gender or whatever’. It’s about taking action, making a commitment and changing the policies in order to guarantee the conditions that we are offering to our people.

Part of our commitment to diversity, equity and inclusion is to promote and foster a culture of equal opportunities, to provide inclusive workplaces everywhere we operate. It’s part of our strategy, it’s part of our core business. So, we have created policies about diversity and inclusion, and we have adjusted our policies to be fair and to guarantee that everyone, regardless of gender, orientation, disabilities, religion, whatever, all have the same rights and can hold any position in the company. Because sometimes you don’t say it, and when you don’t say it, people don’t believe it, or don’t think that it’s possible.

In 2018, Sodexo Group launched a gender balance study with McKinsey, as one of their business cases about gender equality. We share that report with our clients and providers and invite all our stakeholders to work with us and make some activism around gender equality.

According to Peruvian statistics, seven out of ten women have suffered physical or psychological violence. It’s all around. So we said, ok, we are 40% women, but we have 60% men, so we have an opportunity to talk about gender violence, not only for women – because women along can’t make the change – but also in men. We started talking about the importance of shared roles in the house, and to try to reduce or eliminate all the unconscious bias regarding, for example, positions ‘for’ women or man, like HR for women, IT for men.

We started using blank résumés in hiring, in which the user has only the information that is needed to take a decision about the position, with no name, gender, age or photo. Because, for example, if someone is hiring for a maintenance professional, the supervisor might think of 35-year-old man, and if they are presented with a 40-year-old woman, they might think they don’t fit the position. We have seen the effect of this, how people started hiring people that they did not expect: ‘Oh, I didn’t know that they were a woman!’ or ‘I didn’t know that he was a man!’ In that moment, you know you really have hired talent and not what your unconscious bias is telling you. We also started empowering women, showing success stories of women in positions that were traditionally thought of as ‘for men’, for example successful women engineers.

In Spanish, we have a lot of words that are gender-based, for example, ‘profesor’ and ‘profesora’, which is the same word for different genders. I’m a lawyer, and when I see a job advertisement that says ‘avogado’, I assume that I can apply. But if a man saw an advertisement for an ‘avogada’, they are not going to apply. So we developed an inclusive guide for language, and that way we avoid talking only to the 50% of the population that are men. We distributed the guide to all our people, so now we talk inclusively, to all genders.

We created unconscious bias workshops for people involved in HR and talent attraction, because if the people on the front line receiving a résumé have something against women or are uncomfortable with people of a certain region or whatever, they are not going to pass the résumé on to the company. So, we work a lot with people selecting talent to talk about unconscious bias to help us to have a better process for all people.

In the legal department, we review all the policies. For example, we know that our policies regarding salary sit within a framework, a scale or a band. But do the policies talk about pregnancy, for example? Because I can be in the correct band where there are no differences between women and men and the bonus is the same for each gender. But what happens if I go on maternity leave, and I don’t have the opportunity to complete the time period I need to obtain my bonus? It’s not written. And if it’s not written, it depends on the manager. As a legal team, our mission is to protect and to write those things down, because when the policy is not clear, that’s when the difference starts. We include those topics in our policies and in our communications, to raise awareness throughout the company.

In terms of D&I (and also ethics), people don’t expect companies just to comply with the law. That’s basic. People expect you to go further. You have law, you have regulation, it’s obvious that you can’t go against those, but we can improve, especially in countries in Latin America that are very far away from how things should be. So, for us, it’s important to give more attention to D&I in order to improve equality for our people. I can’t say, ‘There are no LGBT rights here in Peru so I do nothing for that community in my company.’ It’s not right. And that’s the power we have as private sector companies. We don’t want to go against the policy, but we can do better. We can’t go against the law, but we can definitely do better. I think we have a commitment with our people, with our stakeholders, and also with our society.

As a legal department, we work with the supply chain department on how we can set minimum requirements for some D&I aspects so that even small entrepreneurs can be part of our provider program – because we cannot ask the same conditions for a big, big company to a small one. 40% of our suppliers are small entrepreneurs, and 40% of those are led by women. So that’s also a way to drive and foster a D&I culture with our stakeholders.

Legal has also implemented a compliance program, and we have a hotline to report any situation that could be considered a failure in our D&I program. We listen to all reports, and we have an ethics committee that resolves them according to our policies. We also give training sessions about sexual harassment law to all our employees. We include clauses regarding human rights and diversity and inclusion in our contracts with our clients and our providers as part of our commitment to D&I with our stakeholders.

As a legal department, we search for the real equity inside the company. We are the guardians of all the policies, and how to make them live, so when we review them and align them with the diversity and inclusion program, we are making changes in the company. It’s easy to talk about diversity and inclusion but have policies that are not aligned with our speech and how we work. But we can guarantee that all the things we state are part of our conduct and ethics code. It’s important because it’s the governance, the institutionality that we need to include in our companies, because if it’s not written, if it’s not in a document approved by the company, it’s just something we said and that’s it. I think we guarantee that diversity and inclusion is not only spread among all our employees, but also can be respected as part of the DNA of the company.