Women's Leadership Summit 2021 WEBCAST

Thursday, September 23 8:00am - 5:00pm PDT

(Check-In 7:30am PST)

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Your Desk

8.0 Credits

Member Price $259.00

Non-Member Price $334.00

Overview

Empower women, empower others. Walk away from the Women’s Leadership Summit inspired, connected and equipped with new leadership tools. Current and future leaders will engage on the topics that matter to professional women like you.

Highlights

Authentic leadership in the digital age.

Prerequisites

None.

Designed For

Current and future leaders.

Objectives

Empower women and others, give inspiration to current and future leaders and provide takeaways to apply to your career. Provide a space to connect with other professional women and promote gender diversity.

Preparation

None.

Thursday, September 23

General Session

7:00am - 8:00am PDT Welcome Screen

General Session

8:00am - 8:05am PDT Welcome and Announcements

General Session

8:05am - 8:55am PDT Session Title: Authentic Leadership | Amplify Your Voice

Scharrell Jackson Chief Operating Officer, BPM LLP

Scharrell Jackson

Scharrell Talley Jackson has been recognized several times over as one of Southern California’s top tier COOs for her remarkable business acumen, a strong commitment to developing leadership attributes in others, and by serving as a strategic thought leader for her firm with exception business and people skills.

She serves as the Principal/Chief Operating Officer at BPM LLP, one of the 50 largest public accounting and advisory firms in the country.

Scharrell plays an integral role in BPM’s growth and success by overseeing business combinations in Southern California and in new markets along the West Coast. She provides executive leadership to the Firm’s Corporate Service Team, which includes Business Development, Marketing, Accounting, Information Technology, Human Resources, and Administration.

Scharrell’s approach to leadership is a commitment to a thriving cultural environment supporting sustainable business practices, scalability, and financial profitability. Scharrell has demonstrated her commitment to outperform revenue and profits in taking the approach that all business operations contribute to yielding the operational and financial success of an organization. Several times over she has lead highly focused teams charged with developing strategies to deliver operational efficiencies, technological innovation, and marketing strategies that yield direct bottom-line profit.

In addition to encouraging BPM’s growth, Scharrell also supports the Firm’s expanding diversity initiative Inclusion Now! (IN!). She has decades of experience supporting and mentoring women to new heights within the accounting industry.

Join Scharrell Jackson, CEO and Founder of Leadership in Heels and Chief Operating Officer of Lendistry, for a powerful keynote presentation about pushing past fear to confidently use your authentic voice and ask for what you want, even in the virtual space. Now is the time to share your opinions, break glass ceilings, set boundaries, have a voice at the table and make a difference advocating for others.

General Session

8:55am - 9:00am PDT Break

General Session

9:00am - 9:50am PDT Future of the Profession

Susan Coffey Chief Executive Officer, AICPA

Susan Coffey

Susan S. Coffey, CPA, CGMA, is Chief Executive Officer – Public Accounting at the Association of International Certified Professional Accountants.

Sue leads the Association’s strategy to advance public accounting domestically and globally as well as strengthen the pipeline for and competencies of U.S. licensed CPAs.

Sue’s sets strategy for the Association’s assurance, advisory, tax and practice management initiatives in the U.S. and abroad. Her most recent focus is on assuring a robust and highly-skilled U.S. CPA pipeline; promoting the value and relevancy of U.S. CPAs and CPA firms; evolving the profession’s core services, leveraging emerging technology and advancing practice quality; and creating opportunities for practice growth around the use of new technologies and in emerging service areas, including environmental/social/governance and post-pandemic business resiliency and recovery.
Sue’s responsibilities span a number of diverse communities and stakeholders, both domestic and international, giving her a unique, global perspective. Building on a wide range of experience, she brings a broad view to strategic planning, risk management and problem-solving, which guide the Association as it executes on its public interest activities, develops opportunities for CPA firms, and works with firms and other key stakeholders. Sue is a licensed CPA in the States of New York and New Jersey, as well as a CGMA. She is a member of the American Institute of CPAs and the New Jersey Society of CPAs. She has been honored over the years by being recognized as one of the Most Powerful Women in Accounting by the CPA Practice Advisor and by inclusion on Accounting Today’s Top 100 Most Influential People in Accounting list.

Prior to joining the Association, Sue was with PricewaterhouseCoopers’ accounting and auditing practice. She holds a Bachelor of Science degree in accounting from Fairfield University in Fairfield, Connecticut.

AI may change roles in careers. Robotic Process Automation - How it will change our role and what we need to do to adapt and engage in it.

General Session

9:50am - 10:00am PDT Resources for Women

Lindsay Stevenson

Lindsay Stevenson

As BPM’s Chief Transformation Officer, Lindsay Stevenson drives innovation at the Firm. A Certified Public Accountant, she has spent the last 15+ years serving as a change agent in the accounting profession. As a consultant, she has overseen diversity equity and inclusion (DEI) initiatives, cultural alignment frameworks, coaching programs, and organizational alignment plans. Her past projects range from developing and executing implicit bias discovery and transformation programs, leading teams through business combination strategies and procedures, and overseeing enterprise software selection and implementation processes.

Her passion is discovering organizational purpose and developing strategies to transform today’s firm into the Firm of the Future.

Before joining BPM, Lindsay served as Vice President of Finance and Tax for 1st Financial Bank of USA, and was Founder and CEO of consulting firm Origin Evolution.

General Session

10:00am - 10:10am PDT Break

General Session

10:10am - 11:00am PDT Leading High Performer Teams in Virtual World

Bill Stainton

Bill Stainton

Bill is a multiple Emmy Award winning TV producer, writer, and performer; an author; and a dynamic keynote speaker.

Today Bill works with, and speaks for, innovative leaders who want to produce breakthrough results with their teams. He does this through his keynotes (always customized!), workshops, books and articles, and training tools. He’s a TEDx speaker and a member of the National Speakers Association, and is a Certified Speaking Professional (CSP).

For 15 years, Bill was the executive producer of Seatte’s legendary comedy TV show, Almost Live! (which also enjoyed a two and a half year run in national syndication on Comedy Central). Along the way, he won 29 Emmy Awards for his work as a producer, writer, and performer. More important, Bill led his team to 10 straight years of #1 ratings and more than 100 Emmy Awards of their own!

His twenty-plus years in corporate management taught him how to lead a team; his work with people like Jerry Seinfeld and Ellen DeGeneres taught him how to entertain an audience.

General Session

11:00am - 11:10am PDT Break

General Session

11:10am - 12:00pm PDT Reading Body Language in a Virtual Environment

Blanca Cobb

Blanca Cobb

Blanca Cobb, ranked in the Top 30 globally, is an internationally recognized body language expert who’s been featured on national television shows such as the Steve Harvey Show, TODAY Show, Megyn Kelly TODAY, Dr. Oz, Dr. Drew, CNN, Face the Truth, The Doctors to a name a few as well as publications around the world such as Cosmopolitan, Us Weekly, Elite Daily, Business Insider, Elle, Daily Mail among others. Blanca shares her expertise weekly on a CBS affiliate, WFMY News 2, in North Carolina.

When it comes to corporate America, Blanca’s in the relationship business. It isn’t only what’s said, but also seen that can either make or break business relationships. With an eye to uncover what you miss, Blanca will help you figure out the cues to possible deception in every day interactions.

Blanca founded a national holiday, National Body Language Day, that is celebrated the first Friday of every October. She is a graduate of UNC-Chapel Hill with a B.A. in Psychology and a M.S. in Psychology from N.C. State University.

General Session

12:00pm - 12:40pm PDT Lunch

Breakout Session

12:40pm - 1:30pm PDT Concurrent Session A01 | Mental Wellness

Carrie Potter

Carrie Potter

Before becoming a therapist, Carrie was an accountant for 15 years. She still holds a CPA license. Carrie loves working with women-identified clients who are high-achieving, sarcastic, and maybe a little bit stubborn. Her clients tend to be great at loving others around them and not-so-great at loving themselves. She knows from her own path to wellness that it can be hard to accept help when your problems “aren’t that bad.” It energizes her when she sees women realize that seeking greater health and wholeness actually makes life better not just for them but for the people around them that they care so deeply about; their partners, their kids, and their friends benefit as well.

She attended The Seattle School of Theology and Psychology for her MA in Counseling Psychology. She practices at Sanctuary Psychological Services in Oak Harbor, WA.

12:40pm - 1:30pm PDT Concurrent Session A02 | Women: Wired to Invest

General Session

1:30pm - 1:40pm PDT Break

Breakout Session

1:40pm - 2:55pm PDT Concurrent Session B01 | Privilege Panel

Jackie Ferguson

Jackie Ferguson

Jackie Ferguson spent the majority of her career across multiple facets of business including marketing, human resources and business process optimization for startups to Fortune 500 companies. Earning the designation of certified diversity executive (CDE), Jackie is the co-founder and Head of Content and Programming for The Diversity Movement, an organization that promotes DEI through content, technology and data.

Jackie is also a member of the National Diversity Council, a contributor to Forbes, Almanac and other publications. Jackie has been volunteering with and donating to equality organizations for more than two decades, believing that everyone has the right to pursue love, happiness, and success without barriers and to the standards that make their lives most fulfilled.

Often, people associate privilege with one race or gender or with affluence. However, privilege is reflected in many situations, many lifestyles, and among many demographics. Privilege isn’t necessarily a reflection of you as much as it is the perception and assumption to others about who you are and what you’re capable of. A privilege walk is a unique way to explore your own privilege and learn how you can use it for good.

1:40pm - 2:55pm PDT Concurrent Session B02 | Maximizing Oneself and Maximizing Others

Maximizing oneself and maximizing others. Taking Risks to maximize yourself. Crafting alliances with decision makers.

General Session

2:55pm - 3:05pm PDT Break

General Session

3:05pm - 4:20pm PDT Leading Impactfully Through Dynamic, Virtual Times

Carol Isozaki

Carol Isozaki

Carol Isozaki is an executive coach, leadership expert, and speaker with over 20 years of client service, human capital, and leadership development expertise.

Her signature Plan to be Amazing!TM call-to-action messaging creates a seismic shift in the way leaders think about themselves and their ability to lead through enhanced intentionality, leadership clarity, and personal accountability. Her story-based, thought-provoking approach is regularly described as inspirational and empowering, and the results she delivers, transformational.

Carol regularly speaks at global leadership, corporate, and industry conferences and is proud to include among her clients The Walt Disney Company, Bank of America, AICPA, Workday, eBay, Genentech, Bar Association of San Francisco, Oracle and CalCPA.

In 2019, Carol celebrated the 10 year anniversary of her consulting practice, Strategic Brand Intelligence. Her mission: To inspire individuals, teams, and companies to constantly envision loftier leadership possibilities, and to empower them with the strategic brand mindset, awareness, and confidence to create a reality that consistently exceeds that vision.

General Session

4:20pm - 4:30pm PDT Adjourn

General Session

4:30pm - 6:00pm PDT Networking

Leader(s):

Leaders

Bill Stainton

Bill is a multiple Emmy Award winning TV producer, writer, and performer; an author; and a dynamic keynote speaker.

Today Bill works with, and speaks for, innovative leaders who want to produce breakthrough results with their teams. He does this through his keynotes (always customized!), workshops, books and articles, and training tools. He’s a TEDx speaker and a member of the National Speakers Association, and is a Certified Speaking Professional (CSP).

For 15 years, Bill was the executive producer of Seatte’s legendary comedy TV show, Almost Live! (which also enjoyed a two and a half year run in national syndication on Comedy Central). Along the way, he won 29 Emmy Awards for his work as a producer, writer, and performer. More important, Bill led his team to 10 straight years of #1 ratings and more than 100 Emmy Awards of their own!

His twenty-plus years in corporate management taught him how to lead a team; his work with people like Jerry Seinfeld and Ellen DeGeneres taught him how to entertain an audience.

Return to Top

Blanca Cobb

Blanca Cobb, ranked in the Top 30 globally, is an internationally recognized body language expert who’s been featured on national television shows such as the Steve Harvey Show, TODAY Show, Megyn Kelly TODAY, Dr. Oz, Dr. Drew, CNN, Face the Truth, The Doctors to a name a few as well as publications around the world such as Cosmopolitan, Us Weekly, Elite Daily, Business Insider, Elle, Daily Mail among others. Blanca shares her expertise weekly on a CBS affiliate, WFMY News 2, in North Carolina.

When it comes to corporate America, Blanca’s in the relationship business. It isn’t only what’s said, but also seen that can either make or break business relationships. With an eye to uncover what you miss, Blanca will help you figure out the cues to possible deception in every day interactions.

Blanca founded a national holiday, National Body Language Day, that is celebrated the first Friday of every October. She is a graduate of UNC-Chapel Hill with a B.A. in Psychology and a M.S. in Psychology from N.C. State University.

Return to Top

Carol Isozaki

Carol Isozaki is an executive coach, leadership expert, and speaker with over 20 years of client service, human capital, and leadership development expertise.

Her signature Plan to be Amazing!TM call-to-action messaging creates a seismic shift in the way leaders think about themselves and their ability to lead through enhanced intentionality, leadership clarity, and personal accountability. Her story-based, thought-provoking approach is regularly described as inspirational and empowering, and the results she delivers, transformational.

Carol regularly speaks at global leadership, corporate, and industry conferences and is proud to include among her clients The Walt Disney Company, Bank of America, AICPA, Workday, eBay, Genentech, Bar Association of San Francisco, Oracle and CalCPA.

In 2019, Carol celebrated the 10 year anniversary of her consulting practice, Strategic Brand Intelligence. Her mission: To inspire individuals, teams, and companies to constantly envision loftier leadership possibilities, and to empower them with the strategic brand mindset, awareness, and confidence to create a reality that consistently exceeds that vision.

Return to Top

Carrie Potter

Before becoming a therapist, Carrie was an accountant for 15 years. She still holds a CPA license. Carrie loves working with women-identified clients who are high-achieving, sarcastic, and maybe a little bit stubborn. Her clients tend to be great at loving others around them and not-so-great at loving themselves. She knows from her own path to wellness that it can be hard to accept help when your problems “aren’t that bad.” It energizes her when she sees women realize that seeking greater health and wholeness actually makes life better not just for them but for the people around them that they care so deeply about; their partners, their kids, and their friends benefit as well.

She attended The Seattle School of Theology and Psychology for her MA in Counseling Psychology. She practices at Sanctuary Psychological Services in Oak Harbor, WA.

Return to Top

Jackie Ferguson

Jackie Ferguson spent the majority of her career across multiple facets of business including marketing, human resources and business process optimization for startups to Fortune 500 companies. Earning the designation of certified diversity executive (CDE), Jackie is the co-founder and Head of Content and Programming for The Diversity Movement, an organization that promotes DEI through content, technology and data.

Jackie is also a member of the National Diversity Council, a contributor to Forbes, Almanac and other publications. Jackie has been volunteering with and donating to equality organizations for more than two decades, believing that everyone has the right to pursue love, happiness, and success without barriers and to the standards that make their lives most fulfilled.

Return to Top

Lindsay Stevenson

As BPM’s Chief Transformation Officer, Lindsay Stevenson drives innovation at the Firm. A Certified Public Accountant, she has spent the last 15+ years serving as a change agent in the accounting profession. As a consultant, she has overseen diversity equity and inclusion (DEI) initiatives, cultural alignment frameworks, coaching programs, and organizational alignment plans. Her past projects range from developing and executing implicit bias discovery and transformation programs, leading teams through business combination strategies and procedures, and overseeing enterprise software selection and implementation processes.

Her passion is discovering organizational purpose and developing strategies to transform today’s firm into the Firm of the Future.

Before joining BPM, Lindsay served as Vice President of Finance and Tax for 1st Financial Bank of USA, and was Founder and CEO of consulting firm Origin Evolution.

Return to Top

Scharrell Jackson

Scharrell Talley Jackson has been recognized several times over as one of Southern California’s top tier COOs for her remarkable business acumen, a strong commitment to developing leadership attributes in others, and by serving as a strategic thought leader for her firm with exception business and people skills.

She serves as the Principal/Chief Operating Officer at BPM LLP, one of the 50 largest public accounting and advisory firms in the country.

Scharrell plays an integral role in BPM’s growth and success by overseeing business combinations in Southern California and in new markets along the West Coast. She provides executive leadership to the Firm’s Corporate Service Team, which includes Business Development, Marketing, Accounting, Information Technology, Human Resources, and Administration.

Scharrell’s approach to leadership is a commitment to a thriving cultural environment supporting sustainable business practices, scalability, and financial profitability. Scharrell has demonstrated her commitment to outperform revenue and profits in taking the approach that all business operations contribute to yielding the operational and financial success of an organization. Several times over she has lead highly focused teams charged with developing strategies to deliver operational efficiencies, technological innovation, and marketing strategies that yield direct bottom-line profit.

In addition to encouraging BPM’s growth, Scharrell also supports the Firm’s expanding diversity initiative Inclusion Now! (IN!). She has decades of experience supporting and mentoring women to new heights within the accounting industry.

Return to Top

Susan Coffey

Susan S. Coffey, CPA, CGMA, is Chief Executive Officer – Public Accounting at the Association of International Certified Professional Accountants.

Sue leads the Association’s strategy to advance public accounting domestically and globally as well as strengthen the pipeline for and competencies of U.S. licensed CPAs.

Sue’s sets strategy for the Association’s assurance, advisory, tax and practice management initiatives in the U.S. and abroad. Her most recent focus is on assuring a robust and highly-skilled U.S. CPA pipeline; promoting the value and relevancy of U.S. CPAs and CPA firms; evolving the profession’s core services, leveraging emerging technology and advancing practice quality; and creating opportunities for practice growth around the use of new technologies and in emerging service areas, including environmental/social/governance and post-pandemic business resiliency and recovery.
Sue’s responsibilities span a number of diverse communities and stakeholders, both domestic and international, giving her a unique, global perspective. Building on a wide range of experience, she brings a broad view to strategic planning, risk management and problem-solving, which guide the Association as it executes on its public interest activities, develops opportunities for CPA firms, and works with firms and other key stakeholders. Sue is a licensed CPA in the States of New York and New Jersey, as well as a CGMA. She is a member of the American Institute of CPAs and the New Jersey Society of CPAs. She has been honored over the years by being recognized as one of the Most Powerful Women in Accounting by the CPA Practice Advisor and by inclusion on Accounting Today’s Top 100 Most Influential People in Accounting list.

Prior to joining the Association, Sue was with PricewaterhouseCoopers’ accounting and auditing practice. She holds a Bachelor of Science degree in accounting from Fairfield University in Fairfield, Connecticut.

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Non-Member Price $334.00

Member Price $259.00