Ana Duarte McCarthy has 25 years’ experience providing advisory consulting services on diversity, equity, and inclusion (DEI) strategy, policy, and practices to Fortune 500 companies across the financial services, insurance, pharmaceutical, and legal industries.

During her tenure as Chief Diversity Officer of Citi, Ana led the company’s global diversity and inclusion strategy for hiring and developing diverse talent, fostering an inclusive work environment, and ensuring management accountability. She established a framework of policy and practices that advanced the organization’s recognition as a top company for diversity and inclusion. Most recently, Ana served as Senior Director of Corporate Partners for Forte Foundation, managing more than 60 companies and driving measurable efforts to increase advancement of women in business leadership roles.

Passionate about learning and development, Ana has held leadership positions in higher education, supporting underrepresented communities at Passaic County College and the New School for Social Research. She served as an adjunct faculty member at Columbia University’s School of International and Public Affairs, lecturing on Women in the Global Economy. She is also a featured “Ask the Expert” speaker within three of Cornell University’s online certificate programs.

Ana has been recognized for her leadership and impact by organizations, including, among others, Hispanic Business Magazine’s 25 Elite Women, the YWCA of NYC’s Women of Influence, the Out & Equal Workplace Advocates’ Champion Award, and the Eleanor Roosevelt Service Award for Somerset County.

As a change agent, Ana places a high commitment on service to organizations in her community. This includes, among other roles, serving on the New Jersey Advisory Commission on the Status of Women, the Bernards Township Committee as an elected official, and the Greater Somerset County YMCA Board of Directors, for which she chaired the Diversity and Inclusion task force.

Ana holds a B.A. in biology from Lafayette College and an M.Ed. in Counseling Psychology from Columbia University Teachers College.

Our proprietary assessments measure change readiness and impact. From there, we drive behavior change through strategy, roadmaps, vision/mission alignment, training, executive coaching, change management, program management, and process improvement. Here is a map of our methodology.

  • Conduct Discovery
  • Define Vision and Mission
  • Align Sponsors and Champions
  • Define Success Measures
  • Develop Communication Strategy
  • Align Systems and Processes
  • Mobilize Teams to Execute the Change
  • Define Charters for Each Workstream
  • Communicate Change to the Organization
  • Train the Organization
  • Create Open Feedback Channels
  • Develop Change Playbooks and Toolkits
  • Ongoing Monitoring and Evaluation

Baseline Pre-Change:

  • Change Readiness Survey
  • Process Gap Analysis
  • Stakeholder Interviews
  • Talent Assessment

Talent During Change:

  • Change Adoption Assessment
  • Leadership Dashboard
  • Support Requests Trends and Metrics
  • Benefit Realization and ROI
  • Employee Participation Measures
  • Compliance and Utilization Reports

Impact Post-Change:

  • Organizational & Individual Performance
  • Satisfaction Surveys
  • Training Participation and Impact
  • Communication Effectiveness