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Project Forward Weekly Guidance

Mitigate Risk, Lead with Clarity

IN THIS ISSUE

  • Seven Universities Reject Trump’s Academic Compact as Higher-Ed Leaders Denounce “Unprecedented Federal Overreach”
  • Massachusetts AG Campbell Leads 19-State Coalition Opposing DOJ Subpoenas on Gender-Affirming Care Records
  • DOJ and University of Virginia Reach Agreement to Pause Civil Rights Probes
  • How Disney Is Sustaining Inclusion Amid Political Headwinds

PREVIOUSLY ISSUED EXECUTIVE ORDERS

For continued reference these are the EOs targeting DEI and LGBTQ+ protections that have been issued:

  • Ending Radical and Wasteful Government DEI Programs and Preferencing: Executive Order # 14151
  • Ending Illegal Discrimination and Restoring Merit-Based Opportunity: Executive Order # 14173
  • Defending Women from Gender Ideology Extremism and Restoring Biological Truth to the Federal Government: Executive Order #14168

 

We will continue to monitor activities that relate to these EOs either directly or indirectly.

EDUCATION & ADMISSIONS

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Seven Universities Reject Trump’s Academic Compact as Higher-Ed Leaders Denounce “Unprecedented Federal Overreach”

  • 7 universities reject White House funding deal with attached demands. Multiple other schools have yet to respond | CNN
  • Statement by Higher Education Associations in Opposition to Trump Administration Compact  
  • Statement of AAU President Barbara R. Snyder on the Administration’s Higher Education Compact 

 

OVERVIEW
Following the administration’s October 3 release of its “Compact for Academic Excellence in Higher Education,” seven of the nine initially approached universities—MIT, Brown, Dartmouth, the University of Pennsylvania, the University of Southern California, the University of Virginia, and the University of Arizona—have formally declined to sign. Vanderbilt University and the University of Texas at Austin have not issued final responses.

 

The Compact conditions access to federal research funding and Title IV student-aid eligibility on institutional certifications of “ideological neutrality.” It requires annual attestations confirming that campus governance, hiring, and programming do not “promote or subsidize political or social ideologies,” and authorizes audits to verify compliance. Institutions found noncompliant could face suspension of federal funds. The White House defended the measure as “a necessary safeguard against ideological indoctrination in higher education,”

 

The American Council on Education (ACE), on behalf of more than 30 other associations, as well as the Association of American Universities (AAU) both condemned the Compact arguing that it represents an unprecedented intrusion into institutional governance and academic freedom, violates the constitutional and statutory limits on federal authority, and would politicize the distribution of federal research and student-aid funding.

 

LEGAL INTERPRETATION

The “Academic Compact” raises significant constitutional and statutory questions concerning the limits of executive authority and federal funding conditions. By conditioning research and student-aid eligibility on certification of “ideological neutrality,” the Compact extends prior executive directives on DEI into higher education, introducing new compliance obligations not expressly authorized by statute.

 

Federal funding conditions traditionally require adherence to established civil rights laws such as Title VI and Title IX, which prohibit discrimination based on protected characteristics. The Compact departs from that model by adding an ideological test—mandating that institutions disavow policies or programs deemed “political” or “ideological.” Legal experts have noted that such conditions may implicate the Spending Clause and First Amendment, including concerns about compelled speech and viewpoint discrimination.

 

The audit provisions, which authorize review of hiring, training, and curricular materials, also raise potential conflicts with long-recognized protections for academic freedom under Supreme Court precedents such as Keyishian v. Board of Regents (1967) and Regents of the University of California v. Bakke (1978). If implemented, the Compact is expected to prompt immediate legal challenges alleging that it exceeds executive authority and infringes upon constitutional safeguards governing institutional autonomy and free inquiry.

 

BRIDGE POV
The higher education sector’s unified rejection of the Academic Compact underscores a critical inflection point between lawful federal oversight and constitutionally protected academic governance. While the administration has framed the Compact as a measure to prevent “ideological bias,” its conditions effectively reposition federal funding as leverage to regulate institutional expression.

 

For universities and research institutions, the immediate challenge is not only compliance risk but also operational clarity. The Compact’s definitions of “ideological neutrality” are broad and subjective, leaving room for inconsistent enforcement. In practice, this uncertainty threatens to chill lawful teaching, scholarship, and institutional initiatives—areas traditionally protected from federal intrusion.

 

As the dispute moves toward the courts, higher education leaders face a dual imperative: defending academic autonomy while preserving public confidence in institutional accountability. How this balance is articulated—in governance decisions, public statements, and strategic planning—will shape both legal outcomes and long-term trust in higher education as a neutral forum for inquiry.

 

ACTIONABLE STRATEGIES

  1. Conduct a Comprehensive Policy Review: Inventory all academic, governance, and DEI-related policies that could be scrutinized under the Compact’s “ideological neutrality” criteria. Document lawful bases for existing practices to prepare for potential audits or inquiries.
     
  2. Strengthen Governance and Legal Alignment: Coordinate between general counsel, compliance, and academic leadership to ensure consistent institutional positions on academic freedom and federal funding conditions. Develop internal guidance for decision-making under heightened scrutiny.
     
  3. Communicate Institutional Values Transparently: Proactively affirm the principles of free inquiry, nondiscrimination, and educational integrity to stakeholders—faculty, students, and donors alike. Clear communication that separates compliance from capitulation will reinforce credibility during legal or policy challenges.
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LGTBQ+ RIGHTS

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Massachusetts AG Campbell Leads 19-State Coalition Opposing DOJ Subpoenas on Gender-Affirming Care Records

  • AG Campbell Leads Multistate Opposition To DOJ's Attempt To Subpoena Gender Affirming Care Records
  • Amicus Brief in Opposition to the Government's Motion to Alter or Amend

 

OVERVIEW

On October 21, 2025, Massachusetts Attorney General Andrea Joy Campbell led a coalition of 19 state attorneys general and the District of Columbia in filing an amicus brief opposing the U.S. Department of Justice’s effort to obtain patient and provider records related to gender-affirming care.

 

The brief, filed in federal court, argues that the DOJ’s subpoenas are overly broad, intrude on patient privacy, and conflict with confidentiality protections established under federal law. It contends that the subpoenas could expose sensitive health information collected under Medicaid, Title X of the Public Health Service Act, and the Ryan White HIV/AIDS Program without clear statutory authority or justification.

 

The coalition framed the filing as a defense of medical privacy and a reaffirmation of long-standing federal-state safeguards that ensure individuals can access lawful care without government intrusion. The Department of Justice has not yet filed its response, and no hearing date has been set.

 

LEGAL INTERPRETATION

The amicus brief, led by Massachusetts and joined by 19 other states and the District of Columbia, challenges the Department of Justice’s authority to compel production of gender-affirming-care records through federal subpoenas. It cites the Health Insurance Portability and Accountability Act (HIPAA), the Privacy Act of 1974, and confidentiality provisions in the Medicaid Act, Title X, and the Ryan White HIV/AIDS Program, asserting that the DOJ’s requests exceed the limited circumstances under which federal law permits disclosure of personal medical information.

 

The filing emphasizes that these programs were designed to protect confidentiality and prevent deterrence from care, particularly for vulnerable populations. It asks the court to deny the Department’s motion to enforce the subpoenas and to preserve existing statutory privacy safeguards.

 

BRIDGE POV
The Department of Justice’s subpoenas reach far beyond data collection—they touch the foundation of medical trust. Patient confidentiality is central to effective care, particularly in areas such as gender-affirming treatment, where safety, stigma, and access are already fragile. The attempt to obtain these records risks deterring individuals from seeking lawful medical services and undermines the physician–patient relationship that federal law has long sought to protect.

 

This moment calls for clarity and conviction. The coalition of attorneys general has drawn a clear line between appropriate federal oversight and intrusion into medical privacy. At stake is not only access to care but also the principle that health decisions—especially those involving vulnerable populations—must remain guided by medical evidence, not political ideology. Institutions providing or supporting gender-affirming care must be prepared to defend both their legal compliance and their ethical responsibility to patients.

 

ACTIONABLE STRATEGIES

  1. Reaffirm Privacy Compliance Frameworks: Review existing confidentiality protocols under HIPAA, the Privacy Act, and related program statutes. Ensure policies governing data sharing, subpoenas, and law enforcement requests are current, well-documented, and consistently applied.
     
  2. Strengthen Institutional Preparedness: Coordinate with legal counsel to establish response procedures for any federal or state data requests. Maintain clear chains of custody for medical and grant records to protect both compliance and patient trust.
     
  3. Communicate Transparency and Trust: Provide clear messaging to patients, employees, and community partners about privacy obligations and institutional commitments. Reinforcing trust through transparent communication helps sustain confidence in care delivery during heightened scrutiny.
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EDUCATION & ADMISSIONS

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DOJ and University of Virginia Reach Agreement to Pause Civil Rights Probes

  • Justice Department finalizes deal with University of Virginia to pause civil rights probes 

 

OVERVIEW

On October 22, 2025, the U.S. Department of Justice announced an agreement with the University of Virginia (UVA) to pause five ongoing civil rights investigations related to the university’s admissions practices, diversity programs, and alleged incidents of antisemitism.

 

The investigations, initiated earlier this year, examined potential violations of federal nondiscrimination laws, including Title VI of the Civil Rights Act of 1964. Under the agreement, UVA will provide the Department with quarterly data reports through 2028 and certify its compliance with federal civil rights requirements. The arrangement includes no financial penalties and does not require the appointment of an external monitor.

 

According to the Justice Department, the agreement allows the agency to suspend active investigations while maintaining the right to reopen them if future compliance concerns arise. UVA confirmed the resolution, stating that it continues to cooperate fully with federal officials and remains committed to upholding equal opportunity and nondiscrimination in its admissions policies and campus programs.

 

The pause marks the first such agreement reached with a major public university, following similar settlements with several Ivy League institutions earlier this year.

 

LEGAL INTERPRETATION

The agreement between the Department of Justice and the University of Virginia pauses five federal civil rights investigations while establishing ongoing data and compliance reporting obligations under existing nondiscrimination laws. The arrangement is administrative in nature and does not constitute a consent decree or court-enforced settlement.

 

Under the terms outlined by the Department, UVA will submit quarterly data reports through 2028 and certify that its admissions policies and scholarship programs comply with Title VI of the Civil Rights Act of 1964 and other applicable federal statutes. The Department retains authority to resume or expand its investigations if future findings indicate potential noncompliance.

 

Title VI prohibits discrimination on the basis of race, color, or national origin in any program or activity receiving federal financial assistance. The Department’s use of reporting agreements as an alternative to formal enforcement actions reflects a procedural mechanism that allows institutions to demonstrate compliance without adjudication. Similar agreements were reached earlier this year with several Ivy League universities, making the University of Virginia the first public institution to enter into such an arrangement under the current enforcement framework.

 

BRIDGE POV
The Justice Department’s agreement with the University of Virginia reflects a troubling federal overreach — one that trades institutional autonomy for administrative peace. What is being described as a “pause” in civil rights investigations functions, in practice, as a federal monitoring arrangement that compels universities to certify compliance under terms the executive branch has unilaterally defined.

 

This dynamic sets a new precedent. Instead of allowing due process to determine whether violations exist, institutions are being asked to preemptively conform to political interpretations of civil rights law in exchange for relief from enforcement. The absence of financial penalties does not make the arrangement benign — it makes it more far-reaching, normalizing federal intervention into admissions and governance decisions traditionally protected by academic independence.

 

The ability of universities to govern themselves, design lawful admissions policies, and protect inquiry from political control is not a privilege — it is a core principle of higher education in a constitutional democracy.
 

ACTIONABLE STRATEGIES

  1. Affirm Institutional Governance Authority: Reassert that university governance — including admissions and equity policies — remains grounded in institutional autonomy within the limits of federal law. Ensure that compliance reporting does not concede decision-making authority over academic or admissions criteria to external agencies.
     
  2. Define Compliance on Institutional Terms: Develop clear internal interpretations of civil rights obligations that align with statutory requirements rather than shifting political directives. Anchor all policy reviews in legal precedent and institutional mission, and document that alignment transparently.
     
  3. Safeguard Independence Through Oversight Structures: Strengthen board- and counsel-level review of any federal reporting arrangements to prevent incremental encroachment on governance. Establish standing committees to evaluate how cooperation obligations affect institutional independence and to recommend adjustments as necessary.
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WORKFORCE & EMPLOYMENT

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How Disney Is Sustaining Inclusion Amid Political Headwinds

  • Disney Shows New DEI Approach With 'Belonging' Employee Event Series - Business Insider 

 

OVERVIEW

From October 20 to 24, 2025, The Walt Disney Company is holding its first “Global Belonging Week,” a series of voluntary internal events for employees focused on workplace culture, collaboration, and belonging. According to internal company communications obtained by multiple media outlets, the program included live and virtual sessions designed to “celebrate our culture, spark engagement, and empower each of us to do our best every day.”

 

The event is part of Disney’s ongoing inclusion and employee-engagement efforts, which in recent years have been reframed under the language of “belonging.” While the company did not issue a public press release about the initiative, a spokesperson confirmed that it is consistent with Disney’s broader commitment to maintaining a respectful, inclusive, and high-performing workplace.

 

Industry observers note that other major companies have adopted similar approaches—retaining inclusion-focused programs while adjusting terminology and communications in response to increased political and public scrutiny.

 

LEGAL INTERPRETATION

Disney’s “Global Belonging Week” represents a voluntary internal program designed to foster inclusion and belonging among employees. As described in internal company communications, participation is optional, and the initiative does not alter or create new employment obligations.

 

Under existing federal law, including Title VII of the Civil Rights Act of 1964, private employers may offer inclusion, belonging, or culture-related programming provided participation is voluntary and the content complies with nondiscrimination and equal-employment regulations. The Equal Employment Opportunity Commission (EEOC) has reaffirmed that voluntary training and engagement programs promoting respect and equitable treatment remain consistent with federal law when they avoid mandatory ideological or religious content.

 

Disney’s initiative therefore falls within established parameters for lawful workplace culture and inclusion efforts. No regulatory actio

 

BRIDGE POV
Disney’s actions reflect a legitimate path companies are taking to mitigate risk in this climate of heightened scrutiny while staying true to their values. Seasoned executives recognize that inclusion remains essential to retaining talent, building strong cultures, driving growth, and protecting consumer trust. They also understand that continued commitment to inclusion and belonging is central to organizational health and a defining measure of leadership.

 

It’s critical to align the values you declare internally with the way you act externally — in the marketplace, with customers, and in society. Reframing language to avoid political distraction can be pragmatic as long as companies lead with clarity, conviction, and courage.

 

Inclusion has always been about growth, resilience, and relevance. The question for leaders isn’t whether inclusion is legal — it’s how to stay clear, courageous, and consistent when the environment is volatile. When inclusion is framed as an engine for growth, it moves out of the margins and into the mechanics of the business. That’s where it becomes measurable, scalable, and transformational.
 

ACTIONABLE STRATEGIES

  1. Build Inclusion as a Core Capability: Embed inclusion in the systems that drive performance and decision-making — not as philosophy, but as practiced discipline.
     
  2. Align Values, Decisions, and Outcomes: Ensure coherence between what the organization stands for and how it operates — internally, in the marketplace, and in society.
     
  3. Lead with Clarity, Courage, and Consistency: Model steadiness when the environment is volatile. Leadership integrity is defined by whether inclusion is sustained through pressure, not only celebrated in calm.
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COMMUNITY EVENTS

The BRIDGE Community Call is a vibrant monthly gathering of diversity, marketing, and business leaders committed to driving systemic change within our organizations and the industry at large.

 

When: Thursday, October 30th, 12-1p ET

Where: Zoom [Sign up here]

 

As we mark Hispanic Heritage Month, BRIDGE is creating space for a real conversation with Jessica Ricaurte, CRO, Adsmovil, Carol Castillo-Fucher, Executive Director, Cross Cultural Strategy & Activation, PHD, Jennifer Garcia, SVP Data & Research Strategy, Publicis Groupe, and Gonzalo del Fa, President, GroupM Multicultural.

 

  • Why investment Hispanic marketing still lags behind market potential
  • How data loss and shifting identity definitions are redrawing audience maps
  • What it takes to move from intent to impact in an age of uncertainty
SIGN UP HERE

ABOUT PROJECT FORWARD

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Led by BRIDGE, Project FORWARD is a weekly leadership briefing that distills the most consequential legal, political, and reputational developments shaping DEI and inclusive growth. Each issue provides legal interpretation, BRIDGE’s point of view, and actionable strategies to help leaders safeguard trust, anticipate risk and make credible value-based decisions in a volatile environment.
 

Who it’s for: CMOs, CCOs, Chief DEI Officers, GCs, Heads of Risk, CHROs, and senior leaders across DEI, marketing, brand, policy, and legal functions.

 

FOR PAST ISSUES OF PROJECT FORWARD WEEKLY GUIDANCE PLEASE VISIT HERE.

 

*These Project FORWARD updates should not be construed as legal advice or counsel. They are for educational and instructive purposes only, to aid our understanding about how best to actively continue our mission in response to this moment.

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BRIDGE

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