Diversity, Equity & Inclusion Conference 2021 WEBCAST

Friday, September 24 7:50am - 4:00pm PDT

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Your Desk

8.0 Credits

Member Price $159.00

Non-Member Price $159.00

Overview

Our firms, companies, and profession are stronger when we make space for everyone, but we still have work to do in order make that vision a reality. The brand-new Diversity, Equity & Inclusion Conference is designed to give you the tools you need to improve your personal understanding of DEI and also to start or advance DEI initiatives at your organization.

No matter where your organization is in its process of embracing DEI initiatives, this conference will help you ensure all people find a welcoming space at your organization. Check out the schedule, and register today.

 
WSTC, discover the whole story

Highlights

Get the tools you need start and advance DEI initiatives at your organization. 

Prerequisites

None.

Designed For

Everyone.

Objectives

Learn best practices in getting started with DEI initiatives.

Friday, September 24

General Session

7:40am - 7:50am PDT Welcome Screen

General Session

7:50am - 8:00am PDT Welcome and Announcements

General Session

8:05am - 9:00am PDT Racial Equity in the Workplace

James Whitfield Co-Founder, Be Culture

James Whitfield

James employs a decidedly multi-disciplinary approach resulting from broad-based experience as an executive in business, non-profit, and government, including having been appointed by the White House to oversee the U.S. Department of Health and Human Services. In his dual role as the Regional Director for the Pacific Northwest and a Deputy in the Office of the Secretary, he split his time between Seattle and D.C and managing staff across the nation.

James has also held positions on numerous local, statewide, and national boards of directors – including the founding board for Leadership Eastside where he subsequently served as CEO for approximately ten years and helped develop a Masters Degree in Executive and Civic Leadership.

James has studied health care policy at Harvard; is the author of the hospital patient guide, “Just What the Patient Ordered”; and is co-founder of Nourishing Networks, a local all-volunteer anti-hunger movement. He has received numerous accolades for his public speaking, training, and civic engagement work.

James has been married to his wife and business partner, Kristen Whitfield, since 1992. They have two adult children together who are their undisputed pride and joy.

James and Kristen are currently co-authoring a book about the Be Culture framework and process.

Join James Whitfield in providing insight to “The Be Culture Framework” rooted in the systems-perspective for overcoming inequities through a deepened understanding of the history of race in America, how to create equity in a system, and tools necessary for culture development.

General Session

9:00am - 9:05am PDT Break

General Session

9:05am - 10:00am PDT Inclusive Language

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.

Inclusive language is the daily practice of intentional word selection that conveys respect to all people. By choosing inclusive language, we acknowledge and honor the diverse and intersectional identities of every person, making them feel valued and inviting them to contribute their best. Yet, inclusive language might not come naturally, even for people who value diversity. It takes practice, and it takes humility. This course will help you become more intentional with your language and begin to create environments where people feel valued and respected.

General Session

10:00am - 10:05am PDT Break

General Session

10:05am - 11:00am PDT 20 Dimensions of Inclusion

Suri Surinder

Suri Surinder

Suri Surinder is the co-founder and CEO of CTR Factor, a woman-owned, minority-owned advisory services firm in leadership, diversity, equity and inclusion, serving publicly and privately held corporations , associations and non- profits, universities and foundations. 170 companies in 12 different industry sectors have been served by CTR Factor over the past 11 years, including Prudential, Pixar, Trane Technologies, PNC, AICPA, RSM, and Crowe. He is also a senior Board member and part of the founding team at the CTR Factor Non-Profit Alliance, a 501C3, IRS-approved tax-exempt entity that focuses on employment, engagement and education of military veterans. Mr. Surinder has developed the techniques and concepts he teaches during a long and successful business career spanning 30 years as an executive, consultant, board member, author, entrepreneur and professor. As part of this journey, he has served as Chief Learning Officer of Kaleidoscope Group, a highly respected full service D&I provider with a distinguished history of serving diverse clients for 25 years. He has also been Chief Learning Officer at ALPFA, the nation’s largest Latino professional organization with 72,000 members and 190+ chapters in cities across America. In this role, he was also COO of the ALPFA Institute and Head of Executive Education at the Sam Walton College of Business at the University of Arkansas, and led the development of strategic relationships with, and design and delivery of learning programs for clients such as Walmart, PwC, Santander, MassMutual, Voya, Disney, GE, New York Life, Kaiser Permanente, P&G, HJ Heinz, JB Hunt, and Accenture. His experience also includes serving as Global Head of Consulting Services at Diversity MBA magazine, and Founder & President at Systems & Statistics Group. Prior to his career in executive education, Mr. Surinder performed 25 different roles over 22 years in the healthcare, telecom, consulting, and financial services industries at some of the best-known companies in the US and across the globe, like Pfizer, Verizon, McKinsey, Centurylink, Capital One, and Barclays. He has held C- level roles running billion-dollar P&Ls and large global functional groups at these companies. He is a former board member of three boards, and former Adjunct Professor of Strategic Management at the City University of New York. In 2011, he was recognized as one of the Top 100 Senior Executives under 50 by Diversity MBA magazine. He has been acknowledged by the US Government as a person with extraordinary ability in business. Mr. Surinder holds a BS in Civil Engineering, an MS in Structural Engineering, an MBA in Marketing, and a DBA in Marketing.

We hear a lot about inclusion, and how it is critical to harness the power of diversity. We know that diversity is being invited to the dance, and inclusion is being asked to dance. We realize that diversity is what we see, and inclusion is how we feel. We understand that diversity may be about counting heads, but inclusion is about making the heads count. We say to each other that diversity is the mix, and inclusion is making the mix work. Yet, when people are asked exactly what inclusion is, how we know it exists, and what forms it takes, many are hardpressed to answer. The reality is that inclusion is a nuanced concept. It comes in various forms, and people prefer to be included in different ways, depending upon whether they are extrinsically or intrinsically driven. This session examines the 5 extrinsic and 5 intrinsic needs of employees, the 20 forms of inclusion that can meet those needs, and the impact of inclusion on engagement.

General Session

11:00am - 11:05am PDT Break

General Session

11:05am - 11:55am PDT Driving Business Growth Through Inclusive Leadership

Kimberly Ellison-Taylor AICPA Speaker, AICPA

Kimberly Ellison-Taylor

Kimberly Ellison-Taylor is a Global Technology and Finance leader with over 29 years of career achievements. She is the Chief Executive Officer of KET Solutions, LLC, a consulting firm focused on business growth, innovation, strategy, transformation and inclusive leadership. Ellison-Taylor is a sought after keynote speaker and has received many awards and recognitions for her expertise and leadership including Accounting Today’s Top 100 Most Influential People in Accounting and CPA Practice Advisor’s 25 Most Powerful Women in Accounting.

For almost 17 years, Ellison-Taylor served in global leadership roles for Oracle Corporation. Kimberly advised C-Suite Executives on cloud solutions that innovate and transform business. Ellison-Taylor is also an adjunct professor for Carnegie Mellon University’s Chief Information Officer Certificate program teaching Emerging Technologies & Innovation.

Other professional achievements include tenure at Prince George’s County Government, KPMG, Motorola, and NASA Goddard Space Flight Center. Ellison-Taylor has an undergraduate degree in Information Systems from the University of Maryland Baltimore County, a MBA from Loyola University, an Accounting Certificate from Baltimore County Community College and a Master of Science from Carnegie Mellon University in Information Technology Management as well as a Chief Information Officer certificate. She is a Certified Public Accountant, Certified Global Management Accountant, and Certified Information Systems Auditor.

Kimberly has volunteered in the profession for over 20 years including leadership positions as Chairman of the American Institute of CPAs, Chairman of the Association of Certified Professional Accountants, and Chairman of the Maryland Association of CPAs. Kimberly is also the Chair-elect for the AICPA’s National Commission on Diversity and Inclusion and is also the incoming President-elect for Beta Alpha Psi.

In her personal life, Kimberly is also committed to volunteerism and has served in various leadership positions, including President for her local chapter of Sigma Gamma Rho Sorority, Inc., a community service organization that serves women, youth, and families, seniors and the military. Her personal reflection is To Whom Much is Given, Much is Required.

Ellison-Taylor is married to her college sweetheart, Darius Sr and they have two sons Dominic, a high school junior and Darius II, a college freshman.

Leaders look around corners and anticipate change—especially in an environment filled with uncertainty and evolving client expectations. In these unpredictable times, high performing talent is not only necessary but is even more critical to help transform the organization. Yet, Talent is often the area most likely to put on the backburner as we seek new business models and market opportunities. Leaders are charged with many “to dos” and ensuring a culture of inclusion, trust, and a sense of belonging can’t be delegated. Inclusive leadership is not easy and is nonnegotiable when assessing ways to achieve growth and market share. It is the key to competitive advantage. Join this session with Kimberly Ellison-Taylor, Chief Executive Officer of KET Solutions, LLC to learn more about Inclusive Leadership and it’s alignment with Transformation, Operational Excellence and Digital Intelligence. In this session, you will:
• Understand how Growth and Inclusive Leadership are aligned
• Identify ways to lead and engage team members to achieve innovative thinking and diversity of thought
• Learn the ingredients needed to achieve higher retention with team members and clients

General Session

11:55am - 12:30pm PDT Lunch Break

General Session

12:30pm - 1:30pm PDT Tips to help Advance DEI in your Workforce

Crystal Cooke Director of Diversity & Inclusion, AICPA

Crystal Cooke

Crystal joined the Association in early 2020 and oversees the American Institute of Certified Public Accountant’s member facing Diversity and Inclusion team who focuses their efforts on increasing representation of underrepresented populations (e.g. ethnic minorities, LGBTQ, women, and young members) in the accounting profession. She serves as the Vice-Chair of the AICPA’s National Commission on Diversity & Inclusion, whose mission includes making diversity and inclusion a priority in the areas of recruitment, certification, and advancement of ethnic minorities. Her work requires collaboration with senior executives of partner organizations and accounting firms who also seek to increase diversity in their workforces. Prior to the Association, Crystal spent 12 years at the Center for Audit Quality where she managed Governing Board operations, financial reporting and budgeting processes, and talent, which included leading efforts around Diversity and Inclusion. She was also employed at KPMG LLP for 7 years as an auditor in their assurance practice in Washington D.C. Crystal holds a Bachelor of Business Administration degree in Accounting from the University of Cincinnati. She and her family reside in Bowie, MD.

The AICPA has focused on advancing Diversity & Inclusion in the profession for many years through their member-facing DEI team. Crystal Cooke leads the team and will provide an overview of the many resources that they have created to support organizations in their DEI journey.

General Session

1:30pm - 1:40pm PDT Break

General Session

1:40pm - 2:30pm PDT Panel: Challenges Facing the Accounting Profession

Orchideh Raisdanai

Orchideh Raisdanai

Senior leader with 24 years of global finance and operations experience. Specializes in growth and transformation initiatives. Strengths center on expertise with customer engagement, business intelligence, financial analysis and project management. Industry experience: Banking, Financial Services, Insurance, Technology and Manufacturing.

Sheri Shaw Assistant Dean

Sheri Shaw

A native of Illinois, Sheri Shaw is a graduate of the University of Illinois at Urbana-Champaign, where she earned her Bachelor of Science in community health and Master of Education in educational and vocational technology. Currently, she is in the final stages of her doctorate at Illinois in Community Health. She also holds a degree from the Fashion Institute of Design and Merchandising in Los Angeles, California.

As an administrator, Shaw works to craft leadership, service learning and development opportunities to engage and promote academic, personal, community and institutional responsibility and accountability. She began her academic career at Illinois, where she created the award-winning Mannie L. Jackson Illinois Academic Enrichment and Leadership Program within the College of Applied Health Sciences. After Illinois and prior to UNCW, she worked at Drexel University in the LeBow College of Business, developing policies and operations to enhance efficiency and the student experience as the director of undergraduate student services, including the implementation and management of the award-winning student enrichment program, LeBow BRIDGE.

Shaw’s advising and service model when working with students is rooted in personal branding, leadership, self-confidence, awareness, accountability and professional development. Possessing a strong professional background in collaboration, retention, recruitment, program development and diversity, she enjoys the opportunity to work with students, staff, faculty, administrators, community leaders and other constituents.

In her professional tenure, thus far, Shaw has fought to provide resources to underserved communities and students, with a focus to build awareness, resources and education. Because of her efforts, she was the youngest to be awarded the Larine Y. Cowan “Make a Difference” Award by the Office of Equal Opportunity and Access and the Robert P. Larsen Human Development Award from the University of Illinois. Shaw has also led team initiatives that led to award acknowledgements from the National Academic Advising Association (NACADA). Shaw focuses on quality of life and building sustainable resources for families and communities. She works diligently to educate others on the impacts of exercise, diet and overall healthy habits.

Felicia Farrar

Felicia Farrar

As an accomplished CPA and CFE, I am experienced at working with CEOs and CFOs of large international corporations to resolve intricate accounting issues and find agreeable solutions to audit disputes.

When collaborating with executives, I impress the importance of proactively applying the correct accounting procedures, rather than focusing solely on the resulting tax effect. As an accounting professor and an IRS Agent, I provide an effective combination of theoretical and practical information.

Because I teach and train future CPAs, I continuously integrate current research and methodology with my comprehensive knowledge of US GAAP, corporate financial statements, and complex concepts like transfer pricing. Because I have also conducted tax audits, I have valuable insight on how these accounting transactions do and do not translate on a tax return.

Throughout my career, I have demonstrated my expertise in navigating the complexities of domestic and international tax laws. For my next opportunity, I wish to transfer my skills and experience into the corporate world as an International Tax Manager.

Roger Davis

Roger Davis

Roger C. Davis is originally from Chicago, Illinois, but now lives in Austin, Texas since January, 1987. He is married with three children. He graduated with a Bachelor of Science Degree in Accounting from Florida A&M University in May, 1984. He retired after 35 years serving as an Accounting Analyst and Customer Account Management Representative with 3M in Austin, Texas. He currently serves as a Tax Specialist with H&R Block and Licensed Securities Agent, Licensed Life, Health, Property, & Casualty Insurance Agent with Primerica. In addition, he currently serves as a National Association of Black Accountants (NABA) Lifetime Member, Black Professional Alliance (BPA) Board Treasurer and a Founding Member, Greater Austin Black Chamber (GABC) Board Member, Frameworks CDC Board Member, Austin Area Church of Christ Basketball League Commissioner, and Financial Fitness Greater Austin (FFGA) Adult Essay Contest Chair. He has also served in the past as NABA Western Region President, NABA Western Region Treasurer, NABA Austin Cen-Tex President, Financial Fitness Seminar (FFS) Chair, 3M Austin African American Network (AAN) Co-Chair, and 100 Club of Texas Finance Past Committee Member. He proudly serves as a Church of Christ at Eastside Care Group Leader, Bible Class Teacher, and member. He enjoys time with family, sports, movies, and serving the community.

Rocky Fong

Rocky Fong

As Vice President of Strategy, Transformation & Corporate Affairs within the Corporate Social Responsibility - CRA division, Rocky is responsible for developing a thorough understanding of U.S. Bank’s CRA performance in assign assessment areas and focus categories. Through partnership with Community Development managers and business line leaders, Rocky is able to assess risk and contributes to the development of strategy to ensure a path to outstanding CRA rating. Moreover, Rocky helps creating in-depth performance context report for each assigned assessment area, and play an integral role to analyze potential equity investment opportunities for community development initiatives.

Rocky began his career in the banking and financial services industry in 2004. Prior to joining U.S. Bank Strategy & Corporate Affairs within the CRA division, Rocky worked as a Wholesale Banking Credit Team Lead which supports majority of the Wholesale Banking business lines, and Branch Manager at the Flagship Branch for U.S. Bank in the state of Washington. His professional background includes manage and coordinate portfolio monitoring analysts to perform analysis, projections, covenant testing and other credit administration related tasks for large corporations, provide leadership in retail branches and small business arena, manage significant banking relationships with clients in both consumer and business segment, and offer mentorship to peers across business lines for their professional career development.

Rocky currently sits on the board of the U.S. Bank Seattle Asian Heritage Business Resource Group as Founding President, and previously on the board of U.S. Bank Seattle/Western Washington Employee Development Network, where he devotes his time to coordinate personal, professional, and volunteer opportunities/events for employees to participate. In addition, he also serves on several local non-profit organizations as board member, including American Red Cross and Chinese Information Service Center (CISC). He was nominated as one of the honorees for 2019 Puget Sound Business Journal (PSBJ) 40 Under 40 because of his accomplishments among business, charitable and community service activities, and leadership over the years. He was also nominated as the President of Ascend Seattle Chapter in 2020, the largest non-profit Pan-Asian organization for business professionals in North America with over 40 student chapters and 18 professional chapters across US and Canada.

Rocky was born and raised in Hong Kong, and resides in Seattle with his family since 1997.

Hear from associations dedicated to creating equitable opportunities for their members. Discover barriers of entry in the CPA profession and the issues the accounting industry is facing and discover ways to bridge equality in the profession.

General Session

2:30pm - 2:40pm PDT Break

General Session

2:40pm - 3:55pm PDT Panel: Best Practices in Diversity & Inclusion

Ashley Andren

Cathy Hyodo

Cathy Hyodo

Cathy has more than 26 years of public accounting experience as an auditor and is currently the Los Angeles Office Managing Partner. In addition, Cathy currently resides on as a member of the firm’s Partnership Board. Cathy’s experience has primarily focused on serving high growth technology clients, including new media/digital media, telecommunications, hardware, software, technology services, internet, e-commerce, B to B e-commerce and licensing companies. Cathy has experience working with companies that are emerging to public filers, including accelerated and non-accelerated filers. She also has experience working with private equity groups and SPACs including preparing company audits that will be acquired by the SPAC. In addition, she has specialized knowledge of complex accounting transactions such as revenue recognition, complex debt and equity transactions, purchase accounting and accounting for variable interest entities.

Although her primary experience has been on the audit side, Cathy also has experience working as the lead partner on several advisory projects including internal control compliance engagements and specialty operational projects. She has worked alongside advisory clients corresponding and representing them with their external auditors regarding Sarbanes-Oxley compliance support of testing methodology, critical cycles, materiality, testing results, remediation and assessment of deficiencies.

Vilma Chan

Ed Ramos Owner, Dwyer Pemberton & Coulson PC

Ed Ramos

Ed is a shareholder at DP&C, a local CPA firm in Tacoma, with over twenty three years of public accounting experience. He attended Wilson High School, Highline Community College, and transferred to Eastern Oregon University. Primary practice area includes auditing and accounting for various organizations in the not-for-profit, construction, electric co-op, and employee benefit plan industries. He co-founded and served as the past treasurer for the Seattle Chapter of the Association of Latino Professionals in Finance and Accounting (ALPFA). He has served on various non-profit boards as a as treasurer or finance committee member, including the WSCPA Foundation Board of Trustees and Grants Committee member. Ed is an alumni of the 2011 AICPA Leadership Academy and previously served on the AICPA National Commission on Diversity and Inclusion. Ed is currently a board member at MultiCare Health Foundation.

Kimberly Scott President & CEO, Washington Society of CPAs

Kimberly Scott

Kimberly Scott, CAE, President & CEO effective June 1, 2017, joined the WSCPA in 2000 and has served in various senior leadership roles throughout the organization. In her most recent role as WSCPA’s vice president of government and member relations, she led the organization’s advocacy efforts with the successful drafting and passage of multiple bills through the Washington State legislature, including a bill that brought $3.3 million to the Washington CPA Foundation. Since 2009, she has also served as executive director of the Washington CPA Foundation. As director of member services from 2002-2013, she led the organization’s membership department and focused on bringing more young professionals into the WSCPA. She holds the Certified Association Executive (CAE) credential. Kimberly is an active volunteer and currently serves as the chair for the Human Services Commission and sits on the Housing Strategy Advisory Committee for the City of Kirkland.

Are you currently trying to implement, or are you running a D&I program in your firm or company?  Are you curious about what is working or not working in other firms?  Would you find value in listening to and being able to ask experts in this area that actually understand the CPA profession?

If yes, join our panelists for an informative and interactive session.  Our panelists include partners and experts from PWC, Deloitte, Grant Thornton and more. 

Learn why these firms feel D&I is an imperative to the profession.  Discover how they are investing in programs and people.   Find out what programs are working and what programs they have phased out, and why.    Walk away with some inspiration and ideas to engage your staff, as well as recruit and retain future staff.

General Session

3:55pm - 4:00pm PDT Adjourn

Leader(s):

Leaders

Crystal Cooke

Crystal joined the Association in early 2020 and oversees the American Institute of Certified Public Accountant’s member facing Diversity and Inclusion team who focuses their efforts on increasing representation of underrepresented populations (e.g. ethnic minorities, LGBTQ, women, and young members) in the accounting profession. She serves as the Vice-Chair of the AICPA’s National Commission on Diversity & Inclusion, whose mission includes making diversity and inclusion a priority in the areas of recruitment, certification, and advancement of ethnic minorities. Her work requires collaboration with senior executives of partner organizations and accounting firms who also seek to increase diversity in their workforces. Prior to the Association, Crystal spent 12 years at the Center for Audit Quality where she managed Governing Board operations, financial reporting and budgeting processes, and talent, which included leading efforts around Diversity and Inclusion. She was also employed at KPMG LLP for 7 years as an auditor in their assurance practice in Washington D.C. Crystal holds a Bachelor of Business Administration degree in Accounting from the University of Cincinnati. She and her family reside in Bowie, MD.

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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.

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James Whitfield

James employs a decidedly multi-disciplinary approach resulting from broad-based experience as an executive in business, non-profit, and government, including having been appointed by the White House to oversee the U.S. Department of Health and Human Services. In his dual role as the Regional Director for the Pacific Northwest and a Deputy in the Office of the Secretary, he split his time between Seattle and D.C and managing staff across the nation.

James has also held positions on numerous local, statewide, and national boards of directors – including the founding board for Leadership Eastside where he subsequently served as CEO for approximately ten years and helped develop a Masters Degree in Executive and Civic Leadership.

James has studied health care policy at Harvard; is the author of the hospital patient guide, “Just What the Patient Ordered”; and is co-founder of Nourishing Networks, a local all-volunteer anti-hunger movement. He has received numerous accolades for his public speaking, training, and civic engagement work.

James has been married to his wife and business partner, Kristen Whitfield, since 1992. They have two adult children together who are their undisputed pride and joy.

James and Kristen are currently co-authoring a book about the Be Culture framework and process.

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Kimberly Ellison-Taylor

Kimberly Ellison-Taylor is a Global Technology and Finance leader with over 29 years of career achievements. She is the Chief Executive Officer of KET Solutions, LLC, a consulting firm focused on business growth, innovation, strategy, transformation and inclusive leadership. Ellison-Taylor is a sought after keynote speaker and has received many awards and recognitions for her expertise and leadership including Accounting Today’s Top 100 Most Influential People in Accounting and CPA Practice Advisor’s 25 Most Powerful Women in Accounting.

For almost 17 years, Ellison-Taylor served in global leadership roles for Oracle Corporation. Kimberly advised C-Suite Executives on cloud solutions that innovate and transform business. Ellison-Taylor is also an adjunct professor for Carnegie Mellon University’s Chief Information Officer Certificate program teaching Emerging Technologies & Innovation.

Other professional achievements include tenure at Prince George’s County Government, KPMG, Motorola, and NASA Goddard Space Flight Center. Ellison-Taylor has an undergraduate degree in Information Systems from the University of Maryland Baltimore County, a MBA from Loyola University, an Accounting Certificate from Baltimore County Community College and a Master of Science from Carnegie Mellon University in Information Technology Management as well as a Chief Information Officer certificate. She is a Certified Public Accountant, Certified Global Management Accountant, and Certified Information Systems Auditor.

Kimberly has volunteered in the profession for over 20 years including leadership positions as Chairman of the American Institute of CPAs, Chairman of the Association of Certified Professional Accountants, and Chairman of the Maryland Association of CPAs. Kimberly is also the Chair-elect for the AICPA’s National Commission on Diversity and Inclusion and is also the incoming President-elect for Beta Alpha Psi.

In her personal life, Kimberly is also committed to volunteerism and has served in various leadership positions, including President for her local chapter of Sigma Gamma Rho Sorority, Inc., a community service organization that serves women, youth, and families, seniors and the military. Her personal reflection is To Whom Much is Given, Much is Required.

Ellison-Taylor is married to her college sweetheart, Darius Sr and they have two sons Dominic, a high school junior and Darius II, a college freshman.

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Kimberly Scott

Kimberly Scott, CAE, President & CEO effective June 1, 2017, joined the WSCPA in 2000 and has served in various senior leadership roles throughout the organization. In her most recent role as WSCPA’s vice president of government and member relations, she led the organization’s advocacy efforts with the successful drafting and passage of multiple bills through the Washington State legislature, including a bill that brought $3.3 million to the Washington CPA Foundation. Since 2009, she has also served as executive director of the Washington CPA Foundation. As director of member services from 2002-2013, she led the organization’s membership department and focused on bringing more young professionals into the WSCPA. She holds the Certified Association Executive (CAE) credential. Kimberly is an active volunteer and currently serves as the chair for the Human Services Commission and sits on the Housing Strategy Advisory Committee for the City of Kirkland.

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Sheri Shaw

A native of Illinois, Sheri Shaw is a graduate of the University of Illinois at Urbana-Champaign, where she earned her Bachelor of Science in community health and Master of Education in educational and vocational technology. Currently, she is in the final stages of her doctorate at Illinois in Community Health. She also holds a degree from the Fashion Institute of Design and Merchandising in Los Angeles, California.

As an administrator, Shaw works to craft leadership, service learning and development opportunities to engage and promote academic, personal, community and institutional responsibility and accountability. She began her academic career at Illinois, where she created the award-winning Mannie L. Jackson Illinois Academic Enrichment and Leadership Program within the College of Applied Health Sciences. After Illinois and prior to UNCW, she worked at Drexel University in the LeBow College of Business, developing policies and operations to enhance efficiency and the student experience as the director of undergraduate student services, including the implementation and management of the award-winning student enrichment program, LeBow BRIDGE.

Shaw’s advising and service model when working with students is rooted in personal branding, leadership, self-confidence, awareness, accountability and professional development. Possessing a strong professional background in collaboration, retention, recruitment, program development and diversity, she enjoys the opportunity to work with students, staff, faculty, administrators, community leaders and other constituents.

In her professional tenure, thus far, Shaw has fought to provide resources to underserved communities and students, with a focus to build awareness, resources and education. Because of her efforts, she was the youngest to be awarded the Larine Y. Cowan “Make a Difference” Award by the Office of Equal Opportunity and Access and the Robert P. Larsen Human Development Award from the University of Illinois. Shaw has also led team initiatives that led to award acknowledgements from the National Academic Advising Association (NACADA). Shaw focuses on quality of life and building sustainable resources for families and communities. She works diligently to educate others on the impacts of exercise, diet and overall healthy habits.

Return to Top

Suri Surinder

Suri Surinder is the co-founder and CEO of CTR Factor, a woman-owned, minority-owned advisory services firm in leadership, diversity, equity and inclusion, serving publicly and privately held corporations , associations and non- profits, universities and foundations. 170 companies in 12 different industry sectors have been served by CTR Factor over the past 11 years, including Prudential, Pixar, Trane Technologies, PNC, AICPA, RSM, and Crowe. He is also a senior Board member and part of the founding team at the CTR Factor Non-Profit Alliance, a 501C3, IRS-approved tax-exempt entity that focuses on employment, engagement and education of military veterans. Mr. Surinder has developed the techniques and concepts he teaches during a long and successful business career spanning 30 years as an executive, consultant, board member, author, entrepreneur and professor. As part of this journey, he has served as Chief Learning Officer of Kaleidoscope Group, a highly respected full service D&I provider with a distinguished history of serving diverse clients for 25 years. He has also been Chief Learning Officer at ALPFA, the nation’s largest Latino professional organization with 72,000 members and 190+ chapters in cities across America. In this role, he was also COO of the ALPFA Institute and Head of Executive Education at the Sam Walton College of Business at the University of Arkansas, and led the development of strategic relationships with, and design and delivery of learning programs for clients such as Walmart, PwC, Santander, MassMutual, Voya, Disney, GE, New York Life, Kaiser Permanente, P&G, HJ Heinz, JB Hunt, and Accenture. His experience also includes serving as Global Head of Consulting Services at Diversity MBA magazine, and Founder & President at Systems & Statistics Group. Prior to his career in executive education, Mr. Surinder performed 25 different roles over 22 years in the healthcare, telecom, consulting, and financial services industries at some of the best-known companies in the US and across the globe, like Pfizer, Verizon, McKinsey, Centurylink, Capital One, and Barclays. He has held C- level roles running billion-dollar P&Ls and large global functional groups at these companies. He is a former board member of three boards, and former Adjunct Professor of Strategic Management at the City University of New York. In 2011, he was recognized as one of the Top 100 Senior Executives under 50 by Diversity MBA magazine. He has been acknowledged by the US Government as a person with extraordinary ability in business. Mr. Surinder holds a BS in Civil Engineering, an MS in Structural Engineering, an MBA in Marketing, and a DBA in Marketing.

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Tracey Walker

Tracey Walker is responsible for the workplace, workforce, marketplace and community objectives. This includes 12 Employee Network Groups (ENG), the ENG Council and the governing Inclusion Council driving inclusion policies at the executive level, across the enterprise. She designs the firm’s inclusive Learning and Professional Development (LPD) with over 15 original courses such as Unconscious Bias, Managing Bias, Inclusive Leadership, Gender Equity and Leadership Dexterity. She hosts an Executive Diversity Summit and Annual Women’s Leadership Training. She leads the firm’s supplier diversity and disadvantaged business partner programs, diverse professional organization sponsorship and the CDI Impact Fund for charitable partnerships. She drives the training of leaders in the delivery of inclusive client and talent experience efforts across the $2 billion RSM enterprise.

Tracey is a Diversity, Equity and Inclusion (DEI) subject-matter expert and leads D&I advisory services for RSM clients delivering inclusion compliance, D&I implementation and infrastructure. She presents lectures for business schools and trade organizations such as Indiana University Kelley School of Business, Isenberg School of Business at UMass Amherst among them, American Apparel and Fashion Association (AAFA), the American Institute of Certified Public Accountants (AICPA), the International Federation of Accountants (IFAC) and the RSM International conferences in Berlin and Beijing. She is certified in Diversity and Inclusion as an Advanced Practitioner from the Cornell University School of Industrial and labor Relations (ILR) and completed her graduate work with honors at the Harvard Business School in Organizational Behavior.

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Non-Member Price $159.00

Member Price $159.00