Diversity, Equity & Inclusion Conference 2021 WEBCAST

Friday, September 24 8:00am - 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 start and 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.

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 stared 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. He has received numerous accolades for his public speaking, training, and civic engagement work.

General Session

9:00am - 9:05am PDT Break

General Session

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

General Session

10:00am - 10:05am PDT Break

General Session

10:05am - 11:00am PDT Allyship and Mentorship

Tracey Walker

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.

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 N. Ellison-Taylor, CPA, CGMA, is a Past Chair of the American Institute of CPAs’ Board of Directors.

Ellison-Taylor has a lengthy history of volunteering for the profession, including serving as a member of the AICPA Business and Industry Executive Committee as well as the AICPA Board of Directors where she served as a member of the Audit and Finance committees. Ellison-Taylor also worked with the Benevolent Fund, and has served as a Council representative.

She is a past Chair of the Maryland Association of CPAs, and has served on many of its committees, including the New Young Professional Network and Tomorrow’s CPA.

Ellison-Taylor is currently the Global Accounting Strategy Director for the Financial and Professional Services Industries for Oracle America, a leader in cloud solutions and enterprise technology. In this capacity, she provides insight to help drive innovation in this important domain, particularly as the computing paradigm shifts to Cloud and SaaS.

Previously, she served as the Global Practice team leader for Health and Human Services, working with teams worldwide where she developed and executed strategies on Cloud, Big Data, Security, Fraud Prevention/Detection, Customer Experience, and Modernization. Prior to Oracle, Kimberly worked in leadership roles at numerous other major companies and organizations, including the NASA Goddard Space Flight Center; Motorola; KPMG; and Prince George’s County Government, where she served as Chief Information Technology Officer.

Ellison-Taylor received her bachelor’s degree from the University of Maryland, Baltimore County; an Accounting Certificate from the Community College of Baltimore County, an MBA from Loyola University and Master’s of Science in Information Technology and a Chief Information Officer Certificate from Carnegie Mellon University.

She currently resides in Maryland with her husband and two sons.

General Session

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

General Session

12:30pm - 1:30pm PDT Tool Kit for Firms

Crystal Cooke Director - Diverity & Inclusion, AICPA

Crystal Cooke

Crystal is the Director of Diversity & Inclusion, at 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, women, LGBTQ) in the accounting profession. She serves as one of the leads 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.

General Session

1:30pm - 1:40pm PDT Break

Breakout Session

1:40pm - 2:30pm PDT Concurrent Session A01 | Privilige 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.

1:40pm - 2:30pm PDT Concurrent Session A02 | Panel: Diversity Challenges and Best Practices

General Session

2:30pm - 2:40pm PDT Break

General Session

2:40pm - 3:55pm PDT Panel of Firms with DEI programs

General Session

3:55pm - 4:00pm PDT Adjourn

Leader(s):

Leaders

Crystal Cooke

Crystal is the Director of Diversity & Inclusion, at 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, women, LGBTQ) in the accounting profession. She serves as one of the leads 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.

Return to Top

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. He has received numerous accolades for his public speaking, training, and civic engagement work.

Return to Top

Kimberly Ellison-Taylor

Kimberly N. Ellison-Taylor, CPA, CGMA, is a Past Chair of the American Institute of CPAs’ Board of Directors.

Ellison-Taylor has a lengthy history of volunteering for the profession, including serving as a member of the AICPA Business and Industry Executive Committee as well as the AICPA Board of Directors where she served as a member of the Audit and Finance committees. Ellison-Taylor also worked with the Benevolent Fund, and has served as a Council representative.

She is a past Chair of the Maryland Association of CPAs, and has served on many of its committees, including the New Young Professional Network and Tomorrow’s CPA.

Ellison-Taylor is currently the Global Accounting Strategy Director for the Financial and Professional Services Industries for Oracle America, a leader in cloud solutions and enterprise technology. In this capacity, she provides insight to help drive innovation in this important domain, particularly as the computing paradigm shifts to Cloud and SaaS.

Previously, she served as the Global Practice team leader for Health and Human Services, working with teams worldwide where she developed and executed strategies on Cloud, Big Data, Security, Fraud Prevention/Detection, Customer Experience, and Modernization. Prior to Oracle, Kimberly worked in leadership roles at numerous other major companies and organizations, including the NASA Goddard Space Flight Center; Motorola; KPMG; and Prince George’s County Government, where she served as Chief Information Technology Officer.

Ellison-Taylor received her bachelor’s degree from the University of Maryland, Baltimore County; an Accounting Certificate from the Community College of Baltimore County, an MBA from Loyola University and Master’s of Science in Information Technology and a Chief Information Officer Certificate from Carnegie Mellon University.

She currently resides in Maryland with her husband and two sons.

Return to Top

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