Mitigate Risk, Lead with Clarity
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PREVIOUSLY ISSUED EXECUTIVE ORDERS
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For continued reference these are the EOs targeting DEI
and LGBTQ+ protections that have been issued:
We will continue to monitor activities that relate to
these EOs either directly or indirectly.
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EXECUTIVE ORDERS & FEDERAL POLICY
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OVERVIEW
The U.S. State Department has issued new instructions to all U.S.
embassies and consulates directing them to identify certain
foreign DEI policies as potential “human rights violations” in the
next cycle of its annual human-rights reporting.
The guidance directs posts to flag government programs abroad that
incorporate DEI considerations in hiring, education, or public
services, as well as policies that subsidize abortion or facilitate
large-scale migration.
This marks a departure from prior U.S. reporting practices, which
generally treated gender-equity mandates, affirmative-action
systems, and anti-discrimination access measures as part of equality
protections. The updated framework aligns with the administration’s
position that DEI-based preferences and identity-linked benefits may
constitute discriminatory treatment.
In contrast, the European Union continues to ground its equality
obligations in the EU Charter of Fundamental Rights, which
requires member states to prevent discrimination and promote
inclusion.
Governments including France, Germany, and the Netherlands have reiterated that DEI and workforce-equality measures
remain legal obligations under EU law.
Human-rights organizations, including Human Rights First, have
criticized the new U.S. guidance, warning that it redefines
long-standing human-rights principles for ideological
purposes.
LEGAL INTERPRETATION
The new guidance changes how the State Department will apply
existing reporting authorities under the Foreign Assistance Act
and related statutes that govern the annual Country Reports on Human Rights Practices. U.S. embassies and consulates are required to
compile factual material for these reports, which inform
foreign-policy decisions but do not impose legal obligations on
other countries.
Under the updated criteria, diplomatic posts are instructed to treat
certain DEI-based policies, affirmative-action systems, abortion
subsidies, and government-facilitated migration measures as
potential infringements when assessing discrimination or rights
conditions abroad. This approach narrows how the Department
interprets “internationally recognized human rights” for internal
reporting purposes, without altering statutory definitions or
creating new legal standards.
The shift parallels domestic interpretations advanced by the
administration and federal agencies that employment or education
policies involving demographic preferences may violate U.S.
anti-discrimination law if they differentiate on the basis of
protected characteristics.
By contrast, EU equality law—rooted in the EU Charter and binding
directives—requires member states to maintain and enforce
proactive anti-discrimination and inclusion measures. These obligations remain unaffected by changes in U.S. reporting
criteria.
BRIDGE POV The State Department’s guidance reflects a profound distortion of
long-standing human-rights principles. Redefining DEI, reproductive-health access, or migration policy as
“human rights violations” breaks sharply with the globally accepted
understanding of human rights and continues the administration’s
pattern of repurposing rights language to advance domestic
ideological goals.
For global institutions, the obligation is not to follow shifting
political semantics, but to remain anchored in the international
human-rights framework that has governed for decades. Businesses, universities, and civil-society organizations operate
in environments where the rights of women, LGBTQ+ people, migrants,
and religious and ethnic minorities are not abstractions—they are
part of the legal, social, and moral infrastructure that guides
responsible governance.
Companies cannot afford to treat human rights as a movable
political category or mirror governmental rhetoric that
contradicts widely recognized global standards. Stability, credibility, and trust come from aligning with the
internationally accepted definition of human rights—not the
narrower, ideologically driven version being advanced in Washington.
ACTIONABLE STRATEGIES
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Affirm Global Human-Rights Standards Publicly and Internally: Reiterate that your organization’s commitments are grounded in
internationally recognized human-rights principles, not shifting
political reinterpretations. Embed those standards in your
global policies, codes of conduct, and governance
frameworks.
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Guard Against Policy Drift Driven by Political Framing: Ensure that U.S. political language does not quietly influence
internal definitions of discrimination, equality, or rights.
Require legal, HR, and public-policy teams to apply
internationally recognized standards consistently across
communications, training, and decision-making.
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Strengthen Global Consistency Checks for Rights-Relevant
Decisions: Before making changes to workforce, inclusion, recruitment, or
public commitments, require a review to confirm alignment with
internationally accepted human-rights norms—and to prevent
inadvertent adoption of narrower, ideologically driven
definitions.
See also: Europe Resists U.S. DEI Rollback, Backed by Investors
and Governance Standards (Issue 38)
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OVERVIEW
The U.S. Equal Employment Opportunity Commission (EEOC) has asked
a federal court to enforce a subpoena against Northwestern Mutual
as part of an investigation into the company’s diversity, equity,
and inclusion practices.
The review stems from a discrimination complaint filed in March 2025
by Mark McNulty, an anti-money-laundering officer, who alleges he
was passed over for a promotion because he is white, male, and
American and had raised concerns about the company’s diversity
initiatives.
According to the EEOC’s filing, the agency requested documents
related to McNulty’s promotion process, Northwestern Mutual’s DEI
policies, HR systems, and performance metrics, as well as an
interview with the company’s vice president for DEI. The company
produced some materials but objected to parts of the subpoena as
overly broad and declined to provide the requested interview,
prompting the EEOC to seek court enforcement.
Northwestern Mutual denies the allegations, saying McNulty was
not qualified for the promotion and that its diversity initiatives
do not allow hiring or promotion decisions based on race, sex, or
other protected traits.
The EEOC has not made any determination on the merits; the subpoena
action is a procedural step to obtain information the agency
considers relevant to the investigation.
LEGAL INTERPRETATION
Under Title VII of the Civil Rights Act, the EEOC has authority to
investigate allegations of employment discrimination and to issue
subpoenas for information it considers relevant to an inquiry. When
an employer declines to produce requested documents or testimony,
the agency may seek a court order compelling compliance. The
subpoena enforcement action against Northwestern Mutual is a
procedural mechanism to obtain materials the EEOC asserts are
necessary to evaluate the underlying complaint.
In its court filing, the EEOC states that the requested
information—including documents related to the promotion decision,
the company’s DEI initiatives, performance benchmarks, and HR
data—falls within the scope of its investigative authority. The
agency also argues that interviewing a company representative
responsible for DEI strategy is relevant to assessing how those
policies functioned during the period at issue.
Northwestern Mutual maintains that portions of the request are
overly broad and that it has already produced information
sufficient to address the specific allegations raised by the
complainant.
The EEOC has not made a finding regarding whether Northwestern
Mutual’s DEI practices violate federal law. The court’s role at this
stage is limited to determining whether the subpoena seeks
information reasonably relevant to the investigation and whether the
employer has provided adequate justification for withholding any of
the requested materials. The outcome of the enforcement action will
determine the scope of information the EEOC may review as it
continues its inquiry.
BRIDGE POV Northwestern Mutual’s response highlights what strong
organizations must do in this environment: clearly articulate the
purpose and structure of their DEI work, document how decisions are made, and demonstrate that inclusion
efforts operate within established anti-discrimination law. When
companies maintain disciplined, transparent, opportunity-based DEI
practices, they are far better positioned to withstand
mischaracterization and political pressure.
This moment calls for rigor. Companies must reject the suggestion
that DEI itself is suspect and instead reinforce what lawful,
process-driven DEI actually s responsibility to uphold fairness,
transparency, and consistent standards across the workforce.
Strong governance and clear documentation are not defensive
moves; they are the foundations of credible leadership. When DEI
is grounded in process rather than preference, companies are
equipped to lead through scrutiny—not shrink from it.
ACTIONABLE STRATEGIES
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Reaffirm DEI’s Purpose in Legal Terms: Clarify
internally and externally that DEI efforts focus on fair
process, barrier reduction, and equal opportunity—not
demographic preference. Ensure this framing appears consistently
across policies and communications.
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Tighten Advancement and Evaluation Records: Require detailed, contemporaneous documentation of promotion
decisions, candidate qualifications, and evaluation criteria.
Strong records prevent misinterpretation and strengthen
institutional credibility.
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Embed DEI Governance Within Compliance: Formalize alignment between DEI, Legal, and HR so that program
design, language, and practices reflect shared standards. This
reduces ambiguity and ensures the organization can respond with
clarity if questioned.
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OVERVIEW The Society for Human Resource Management (SHRM), the country’s
largest HR membership organization, is facing intensifying
scrutiny as internal tensions, a pending discrimination lawsuit, and its
retreat from equity-focused language continue to
raise questions about its credibility as a standard-setter for
the HR profession.
Former employees have publicly described a culture marked by fear,
instability, and high turnover, while current and past staff allege
inconsistent leadership and problematic internal practices.
The organization also faces a lawsuit filed by a former senior
executive alleging discrimination and retaliation, adding legal
pressure to reputational concerns. At the same time, SHRM has moved away from explicit references to
“equity” in its public frameworks and programming, prompting
backlash from HR professionals who argue the shift undermines the
organization’s stated mission to promote fair and inclusive
workplaces. Criticism has also grown around SHRM’s decision to
elevate voices critical of DEI at its flagship events, which many
members say contradicts long-standing HR commitments to
nondiscrimination and workplace inclusion.
These developments have prompted debate within the HR community
about SHRM’s alignment with the needs of modern workplaces and its
ability to provide clear, trusted guidance at a time when
employers are navigating heightened legal and cultural
scrutiny.
LEGAL INTERPRETATION
The legal scrutiny surrounding SHRM stems from a discrimination and
retaliation lawsuit filed by a former senior employee under Title
VII of the Civil Rights Act.
The plaintiff alleges adverse employment actions based on
protected characteristics and asserts that SHRM retaliated after
concerns were raised internally.
SHRM has denied the allegations. The case is in its early procedural
stages, and no court has made findings on the underlying claims.
SHRM’s adjustments to its public terminology and programming do not
themselves carry legal consequences unless they result in employment
actions or policies that implicate federal or state
anti-discrimination laws. As a private membership organization, SHRM
has broad discretion in shaping its content, events, and
professional frameworks.
Concerns raised by current and former employees—including
descriptions of internal culture challenges and leadership
turnover—do not constitute legal violations unless connected to
conduct prohibited under employment statutes. Such allegations may
provide context in litigation or internal reviews, but they do not,
on their own, establish noncompliance.
BRIDGE POV SHRM’s current challenges underscore a deeper point for
employers: HR cannot be disentangled from equity.
The profession exists to uphold fair process, ensure consistent
treatment, and create conditions in which people can work without
discrimination or bias.
When organizations responsible for setting HR standards move away
from equity commitments or align with political ideologies that
contradict those foundational principles, it creates confusion for
the field and undermines the credibility of the guidance they
provide.
For employers, this is a moment to be clear about what HR is—and
what it is not. HR is not a political instrument.
It is not a vehicle for ideologically driven swings in terminology
or practice. Its purpose is grounded in fairness, transparency,
procedural integrity, and the elimination of barriers that distort
opportunity. When institutions maintain disciplined, documented,
opportunity-based DEI practices, they reinforce these fundamentals
and reduce the risk of their work being mischaracterized or
diminished.
Organizations cannot outsource their commitment to equity to
external bodies. They must uphold consistent standards internally,
regardless of how professional associations reposition themselves
or how political narratives shift around them.
Credible leadership requires institutions to remain anchored to the
core function of HR: ensuring that every employee is treated fairly,
evaluated consistently, and given a genuine opportunity to thrive.
ACTIONABLE STRATEGIES
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Affirm Equity as a Core HR Function; Make
explicit in your policies, leadership expectations, and internal
communications that equity, fair process, and consistent
treatment are foundational to HR—not optional add-ons. Ensure
your organization’s standards reflect the professional
obligations of HR, independent of political shifts.
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Evaluate Guidance Through Principles, Not Politics: Treat external frameworks—whether from SHRM or other bodies—as
reference points, not directives. Adopt guidance only when it
aligns with your legal obligations and your institution’s
commitment to fairness and inclusion. Do not mirror terminology
changes or retreat from equity commitments in response to
ideological pressures.
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Strengthen Internal Accountability for Culture and Fairness: Assign clear ownership for maintaining equitable practices
across recruitment, evaluation, promotion, and workplace
culture. Use documented processes and consistent criteria to
ensure decisions reflect your values, not the fluctuating
positions of external associations.
See also: SHRM’s Inclusion Conference Sparks Uproar After Main
Stage Slot for Anti-DEI Activist (Issue 30)
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FEDERAL FUNDING & OVERSIGHT
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OVERVIEW
The reach of federal DEI restrictions has expanded into academic
research and scientific exchange, affecting both university
partnerships and professional conferences.
The U.S. State Department has issued new directives removing several
universities from its Diplomacy Lab research-partnership program on
the basis that their hiring or governance practices incorporate DEI
considerations. Institutions notified of their removal were told
that continued participation conflicts with the Department’s updated
criteria for partner eligibility.
At the same time, a major U.S. scientific conference has instructed
presenters to exclude references to DEI in submitted abstracts,
citing the need to comply with federal executive-branch guidance
affecting government-supported activities. Organizers said the
change was necessary to avoid jeopardizing federal alignment,
prompting concerns among researchers that scientific content is
being shaped by political constraints rather than disciplinary
standards.
Together, these developments signal that federal DEI restrictions
are now influencing not only workforce policy and educational access
but also research collaboration, scientific communication, and the
norms governing academic participation.
LEGAL INTERPRETATION
The State Department has broad discretion to determine which
universities may participate in the Diplomacy Lab program. These
decisions are programmatic rather than regulatory; they do not
require formal rulemaking and do not constitute legal penalties.
Removing institutions from the partnership reflects internal
eligibility criteria set by the Department in alignment with current
executive-branch priorities.
The scientific conference’s decision to restrict DEI-related content
in abstract submissions is not the result of a legal mandate.
Federal executive orders and guidance can influence how
organizations manage activities connected to federal partnerships or
funding, but independent scientific bodies retain authority over
their own submission standards. The change reflects institutional
risk-management choices made in response to federal policy
signals.
Neither development alters federal statutes governing research,
academic freedom, or scientific communication. Instead, both
illustrate how executive-branch interpretations and
funding-related expectations can shape institutional governance
even in the absence of formal regulatory changes.
BRIDGE POV The extension of federal DEI restrictions into research
partnerships and scientific convenings highlights a deeper risk:
when political directives begin shaping academic and scientific
norms, institutions must decide whether to follow those signals or
remain grounded in the principles that define their
fields.
Research integrity, academic freedom, and open scientific exchange
cannot hinge on fluctuating ideological agendas.
Universities and scientific organizations have long operated within
global norms that treat inclusion, access, and nondiscrimination as
essential to knowledge production. When institutions self-censor or
alter participation criteria in response to political pressure—even
without legal compulsion—they risk normalizing constraints that
undermine those commitments. The responsibility in this moment is
not to mirror federal rhetoric but to reinforce the values that make
research and scientific collaboration credible in the first place.
Scientific and academic bodies play a stabilizing role in periods
of political volatility.
Their legitimacy depends on independence, transparency, and
adherence to established professional and ethical standards, not on
aligning with shifting executive-branch preferences. Institutions
that hold their ground protect not only their own credibility but
the integrity of global research ecosystems.
ACTIONABLE STRATEGIES
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Reaffirm Academic and Scientific Independence: Publicly and internally articulate that research and scientific
governance are grounded in established professional standards,
not political directives. Ensure leadership communicates this
consistently to faculty, researchers, and partners.
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Avoid Over-Correction in Compliance Decisions: When assessing federal guidance or funding implications,
distinguish between what is legally required and what is
risk-avoidant overreach. Document the basis for compliance
actions to prevent unnecessary restrictions on academic content
or scientific exchange.
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Anchor DEI in Research Ethics, Not Politics: Embed inclusion, access, and nondiscrimination within
institutional research-ethics frameworks and partnership
agreements. This provides a stable foundation that does not
shift with political cycles and helps maintain credibility with
global collaborators.
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COMMUNITY EVENTS
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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, December 19th, 12-1p
ET
Where: Zoom [Sign up here]
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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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