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Agenda

8-8:15 a.m. Welcome and Scholarship Presentation
Kevin Kruggel, CPA, Kruggel, Lawton & Co., LLC
8:15-9:15 a.m. Diversity Leaders Viewpoints Panel
Moderator: Rafael Sanchez, WRTV Channel 6
Panelists: Linda Jimenez, WellPoint
Ramona Pearson, CPA, The Pearson Group, LLC
Ralph Thomas, CGMA, New Jersey Society of CPAs

The panel will address why diversity is important, why there is more to diversity that just awareness and the business case for diversity in the CPA profession.
9:30-10:30 a.m. Breakout Session
A. Business Case for Diversity and Steps to Implement a Diversity Strategy
Lisa Gutierrez, LG Strategies, LLC
Creating awareness that diversity in the profession is important is essential, but what is the next step? What can you, your firm, company or organization do to move beyond awareness and into action? Lisa Gutierrez, will share her experiences for a diversity strategy and provide attendees with tangible ideas and examples to develop a diversity business case for their organization. Gutierrez will address the challenges and share lessons learned through her experiences and how other companies have adapted this learning to accelerate their own diversity journeys.
B. How Can We Improve?
Calvin Harris Jr., CPA, National Association of Black Accountants
Despite the efforts of groups like NABA, the percentage of black CPAs has remained flat. How can we improve these numbers and why should the profession care? Join Calvin Harris Jr., CPA, for a discussion on diversity, inclusiveness and the profession.
10:45-11:45 a.m. Breakout Sessions Repeated
A. Business Case for Diversity and Steps to Implement a Diversity Strategy
Lisa Gutierrez, LG Strategies, LLC
Creating awareness that diversity in the profession is important is essential, but what is the next step? What can you, your firm, company or organization do to move beyond awareness and into action? Lisa Gutierrez, will share her experiences for a diversity strategy and provide attendees with tangible ideas and examples to develop a diversity business case for their organization. Gutierrez will address the challenges and share lessons learned through her experiences and how other companies have adapted this learning to accelerate their own diversity journeys.
B. How Can Success be Measured? Identifying Metrics to Determine Success
Shaun Hawkins, Eli Lilly & Co.
Shaun Hawkins and his team will help attendees identify metrics to determine the success of various diversity programs by examining best practices. Attendees will walk away with a clear picture of how to evaluate the success of their programs.
12:30-2 p.m. Trailblazers: How Top Businesses are Accelerating Results Through Inclusion and Diversity
Lenora Billings Harris, CSP
Are you ready to go beyond diversity awareness? Is your organization ready to effectively create and sustain an environment that engages all team members so they can achieve their highest potential without regard to their differences? Are your leaders ready to learn and then implement Transformational Diversity Management Principles™ (TD&IP) that will support your organization’s vision, mission, and business strategy? If so, this program is for you. Based on Lenora’s latest book, this presentation offers participants an opportunity to learn the best practices of trailblazing companies such as IBM, the Coca Cola Company, Verizon, Sodexo, American Airlines, Citi, Ford and many more, as well as see the surprising results of Lenora’s D & I research conducted through The Bryan School of Business and Economics at the University Of North Carolina-Greensboro.
2-3:30 p.m. Real Talk: Diversity Roundtable Discussion (Optional Breakout Sessions)
Continue the discussion on diversity in this informal roundtable setting

 

 


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