Emerging Leaders Workshop 2024
8.0 Credits
Member Price $249.00
Non-Member Price $349.00
Overview
Are you ready to take your career to the next level?
The Emerging Leaders Workshop is designed to help accounting professionals like you—and the teams you lead—leverage strengths for impactful results. With guidance from Gallup Certified CliftonStrengths Coaches, attendees will learn how to maximize individual talents and apply them for greater organizational success. Gallup's research shows that employees who use their strengths daily are 6x more likely to be engaged in their work and 3x more likely to report an excellent quality of life—results that resonate in accounting firms and organizations of all sizes.
With WSCPA’s deep understanding of the accounting landscape and industry needs, this workshop delivers tools that go beyond personal development—creating more effective teams, stronger leaders, and thriving work environments. Whether you're leading a team today or preparing to step into that role in the future, you’ll gain the tools and confidence to realize your full potential.
What's Included in Your Registration:
- CliftonStrengths for Leaders Report: Attendees will receive a code to take their CliftonStrengths for Leaders Report ($50 value), providing personalized insights to enhance leadership skills and a baseline for our workshop discussions.
- Custom Workbook: Each participant will receive a custom workbook to work through activities and gain insights on strengths and leadership, facilitating long-term application of the knowledge gained.
- Engage with Top Professionals: The Emerging Leaders Workshop's limited size ensures personalized engagement, and its concurrent scheduling with the Not-for-Profit Conference (attended by more than 100 industry and firm leaders), offers exceptional networking opportunities during breaks, lunches, and the post-conference networking reception.
Are you a student interested in attending? The WSCPA is offering a limited number of complimentary registrations available to students. Learn more and fill out our Student Application by clicking here. Deadline to submit the application is 10/31.
Highlights
Key Benefits for Participants and Their Organizations:
Prerequisites
None.
Designed For
Geared toward high-potential staff, supervisors, and those stepping into managerial roles.
Objectives
- Build your professional brand
- Learn from industry leaders
- Enhance your communication and teamwork skills
- Develop transformative leadership traits
- Stay ahead of industry trends
- Build resilience
Preparation
The CliftonStrengths for Leaders assessment. Codes to take the CliftonStrengths assessment will be sent to individuals 7-10 days in advance of the course.
Notice
Attendees will receive a CliftonStrengths for Leaders Report (a $50 value), providing personalized insights to enhance leadership skills and a baseline for our workshop.
Each participant will receive a custom workbook to work through activities and gain insights on strengths and leadership, facilitating long-term application of the knowledge gained.
Wednesday, November 20
General Session
- Registration, Sign-in, and Breakfast
General Session
- Welcome and Announcements
General Session
- Discovering Your Strengths - Understanding and Leveraging Your Talents
Monette Anderson, VP of Membership & Education, Washington Society of CPAs
Monette Anderson
Monette Anderson, a Certified Association Executive (CAE) and Gallup Strengths Coach, brings a wealth of program management experience in the non-profit sector to her roles at the WSCPA and the WA CPA Foundation. With over 20 years of expertise gained from esteemed organizations like PBS and the Make-A-Wish Foundation, Monette currently serves as the Vice President of Member Services and Education for the WSCPA and Executive Director of the WA CPA Foundation. Monette oversees annual scholarship awards exceeding $500,000 and manages a grant program aimed at fostering diversity and equity within the accounting pipeline.
A proud graduate of San Diego State University, Monette’s professional journey has been marked by her unwavering commitment to fostering growth, supporting diversity, and building inclusive communities. Her dedicated efforts in promoting diversity and spearheading association innovation are further underscored by her role as President of the Washington Society of Association Excellence (WSAE).
As a Gallup Certified Strengths Coach, Monette complements her mission by empowering others and creating stronger organizational cultures and teams. This certification has equipped her with the insights and tools to help individuals and teams discover and optimize their unique strengths.
Dive into the world of Clifton Strengths with an engaging session designed to help you identify and maximize your unique talents. Learn to uncover your natural strengths, understand their impact on your behavior and performance, and explore practical strategies to apply them in various professional scenarios. Gain confidence and create a personalized action plan to integrate your strengths into your daily work life, fostering both personal and career growth. This session will empower you to contribute more effectively to your team and organization.
General Session
- Break
General Session
- Building Your Strengths Based Professional Brand
Monette Anderson, VP of Membership & Education, Washington Society of CPAs
Monette Anderson
Monette Anderson, a Certified Association Executive (CAE) and Gallup Strengths Coach, brings a wealth of program management experience in the non-profit sector to her roles at the WSCPA and the WA CPA Foundation. With over 20 years of expertise gained from esteemed organizations like PBS and the Make-A-Wish Foundation, Monette currently serves as the Vice President of Member Services and Education for the WSCPA and Executive Director of the WA CPA Foundation. Monette oversees annual scholarship awards exceeding $500,000 and manages a grant program aimed at fostering diversity and equity within the accounting pipeline.
A proud graduate of San Diego State University, Monette’s professional journey has been marked by her unwavering commitment to fostering growth, supporting diversity, and building inclusive communities. Her dedicated efforts in promoting diversity and spearheading association innovation are further underscored by her role as President of the Washington Society of Association Excellence (WSAE).
As a Gallup Certified Strengths Coach, Monette complements her mission by empowering others and creating stronger organizational cultures and teams. This certification has equipped her with the insights and tools to help individuals and teams discover and optimize their unique strengths.
Kimberly Scott
Kimberly Scott, CAE, brings over two decades of dedicated leadership to her role of President & CEO of the WSCPA, a position she has held since 2017. Her commitment to advancing the CPA profession is evident in her extensive advocacy work at both state and national levels.
Since joining the WSCPA in 2000, she has served in various senior leadership roles throughout the organization. From 2009 to 2022, she also served as Executive Director of the Washington CPA Foundation. In the role of WSCPA’s Vice President of Government and Member Relations, Kimberly spearheaded the organization’s advocacy efforts, successfully driving the drafting and passage of multiple bills through the Washington State legislature, including a bill that secured $3.3 million for the Washington CPA Foundation. The Foundation now provides over $500,000 in accounting scholarships annually.
Beyond her role at WSCPA, Kimberly is involved in shaping the future of the accounting profession. She currently serves on the AICPA National Pipeline Advisory Group and recently served on the AICPA Women’s Initiatives Executive Committee.
A Certified Association Executive (CAE) credential holder, Kimberly is passionate about continuous learning. She has graduated from programs with Heroic Speaking, Leadership Eastside, and earned her certificate for DEI in the Workplace from the University of South Florida.
She has volunteered her time and expertise on various boards, including recently serving on the Washington Society for Association Excellence (WSAE) DEI Task Force, the Homeward Pet Board of Directors, and the Human Services Commission for her city.
This workshop will lead you through creating a profile that highlights your strengths, guiding values, and career goals. We’ll dive deep into understanding and leveraging your unique strengths to communicate your value effectively to colleagues and potential employers. Learn how to set meaningful personal and professional goals that align with your core values and strengths. Additionally, we’ll explore strategies to prevent burnout and incorporate self-care practices that utilize your strengths, ensuring you maintain a healthy work-life balance. By the end of this session, you’ll have a personalized plan to articulate your leadership story, manage stress, and achieve your career aspirations with confidence and resilience.
General Session
- Break
General Session
- From Theory to Practice: Insights from Industry Leaders
Angela Oakley, Clark Nuber PSAngela Oakley
Angela Oakley is a Talent Advisor Director at Clark Nuber PS. She is a Gallup-Certified StrengthsFinder coach, with over 20 years in organizational development, training, performance management, and coaching expertise.
Courtney Hirata
Courtney Hirata, CPA, MPAcc, is currently in a period of career transition. Most recently, she served as Vice President of Revenue Operations at SAP, where she led the global organization responsible for the development and execution of go-to-market strategy for SAP’s intelligent spend solutions (Concur, Ariba, Fieldglass) and the Business Network. Her 10-year career at SAP (brought in via acquisition of Concur) includes various senior leadership roles for SAP Concur, heading the Global and SMB Sales Strategy and Operations teams, overseeing Global Compensation, and various roles in the SAP Concur accounting and finance departments. Before joining SAP, Courtney spent over four years in public accounting as an auditor at Clark Nuber. She is currently on the DEI Council for the Washington Society of CPAs (WSCPA), serves as a board member for Jubilee REACH, and is a member of the national Chief network of executive women. Outside of work, Courtney enjoys staying active, cheering on her University of Washington Huskies, and exploring new adventures with her husband, Karstin, and their two children, Charis and Cole.
Joel Williams
Joel Williams, CPA, is a Senior Manager in KPMG’s Global Mobility Practice in Seattle. He has more than 20 years of experience in the global mobility industry. Joel has had the benefit of living and working in Riyadh, Saudi Arabia, London, and Houston during his career and has served clients primarily in the Energy, Financial and Technology sectors.
Joel helps organizations identify technology solutions to effectively manage their global mobility programs. Regardless of the size of the program, he has been able to help mobility professionals leverage technology to better engage with their stakeholders and tell the unique story of their programs. He has also helped companies create mobility programs and develop tax equalization policies for their employees on foreign assignments.
In addition, Joel is a leader within KPMG’s Global Mobility Services Innovation team, an interdisciplinary group of professionals that develops and delivers emerging technologies and creative solutions to help solve our clients’ challenges.
Jerrilyn Bogart
Jerrilyn Bogart, CPA, is the Sr. Finance Program Manager for Seattle Children’s Hospital System. Graduating with her B.S. in Accounting from Western Washington University, Jerrilyn then went on to earn her Master’s in Accounting (Taxation) from University of Washington. After starting her career at PricewaterhouseCoopers, she has held various roles gaining experience in private and non-profit organizations. In her spare time, Jerrilyn enjoys spending time with her son, cooking and being outdoors.
Join our panel of esteemed industry leaders as they share their journeys and experiences through the lens of their unique strengths. This interactive session will provide valuable insights into how these professionals have successfully navigated their careers, overcome challenges, and achieved remarkable success by leveraging their individual talents. Gain practical advice and learn best practices for applying your strengths in various professional scenarios. Whether you’re looking to advance your career or enhance your leadership skills, this panel will offer inspiration and actionable takeaways to help you thrive in the accounting industry.
General Session
- Lunch Break
General Session
- Communication, Teamwork and Powerful Partnerships
Monette Anderson, VP of Membership & Education, Washington Society of CPAs
Monette Anderson
Monette Anderson, a Certified Association Executive (CAE) and Gallup Strengths Coach, brings a wealth of program management experience in the non-profit sector to her roles at the WSCPA and the WA CPA Foundation. With over 20 years of expertise gained from esteemed organizations like PBS and the Make-A-Wish Foundation, Monette currently serves as the Vice President of Member Services and Education for the WSCPA and Executive Director of the WA CPA Foundation. Monette oversees annual scholarship awards exceeding $500,000 and manages a grant program aimed at fostering diversity and equity within the accounting pipeline.
A proud graduate of San Diego State University, Monette’s professional journey has been marked by her unwavering commitment to fostering growth, supporting diversity, and building inclusive communities. Her dedicated efforts in promoting diversity and spearheading association innovation are further underscored by her role as President of the Washington Society of Association Excellence (WSAE).
As a Gallup Certified Strengths Coach, Monette complements her mission by empowering others and creating stronger organizational cultures and teams. This certification has equipped her with the insights and tools to help individuals and teams discover and optimize their unique strengths.
Kimberly Scott
Kimberly Scott, CAE, brings over two decades of dedicated leadership to her role of President & CEO of the WSCPA, a position she has held since 2017. Her commitment to advancing the CPA profession is evident in her extensive advocacy work at both state and national levels.
Since joining the WSCPA in 2000, she has served in various senior leadership roles throughout the organization. From 2009 to 2022, she also served as Executive Director of the Washington CPA Foundation. In the role of WSCPA’s Vice President of Government and Member Relations, Kimberly spearheaded the organization’s advocacy efforts, successfully driving the drafting and passage of multiple bills through the Washington State legislature, including a bill that secured $3.3 million for the Washington CPA Foundation. The Foundation now provides over $500,000 in accounting scholarships annually.
Beyond her role at WSCPA, Kimberly is involved in shaping the future of the accounting profession. She currently serves on the AICPA National Pipeline Advisory Group and recently served on the AICPA Women’s Initiatives Executive Committee.
A Certified Association Executive (CAE) credential holder, Kimberly is passionate about continuous learning. She has graduated from programs with Heroic Speaking, Leadership Eastside, and earned her certificate for DEI in the Workplace from the University of South Florida.
She has volunteered her time and expertise on various boards, including recently serving on the Washington Society for Association Excellence (WSAE) DEI Task Force, the Homeward Pet Board of Directors, and the Human Services Commission for her city.
Unlock the full potential of your team by harnessing the power of strengths-based communication and collaboration. This session will guide you through practical strategies to enhance teamwork, improve communication, and build powerful partnerships within your organization. By understanding and leveraging individual strengths, you’ll learn how to create a more cohesive and effective team. Discover how to align your team’s talents to achieve common goals, foster mutual respect, and drive exceptional results. Join us to transform your working relationships and take your team’s performance to the next level.
General Session
- Break
General Session
- Empowering Emerging Leaders: Strengths as the Foundation of Leadership
Angela Oakley, Clark Nuber PSAngela Oakley
Angela Oakley is a Talent Advisor Director at Clark Nuber PS. She is a Gallup-Certified StrengthsFinder coach, with over 20 years in organizational development, training, performance management, and coaching expertise.
In today's rapidly changing world, the role of leadership is evolving from the traditional, authoritative figurehead to a more collaborative, supportive, and inclusive approach. This presentation will equip emerging leaders with the tools and knowledge needed to navigate the complexities of contemporary leadership, empowering them to build a leadership style that is both strengths-based and adaptable to the demands of today’s workforce. This session will explore how you can develop your leadership style by leveraging the four domains of strength identified in the CliftonStrengths framework: Executing, Influencing, Relationship Building, and Strategic Thinking.
Key Takeaways:
• Introduction to the 4 Domains of Leadership: Gain a foundational understanding of the four domains—Executing, Influencing, Relationship Building, and Strategic Thinking—and how they collectively contribute to effective leadership.
• Leadership in Action: Explore real-world examples of leaders who excel in each of the four domains, illustrating how these strengths manifest in different leadership styles.
• Actionable Steps: Conclude with practical steps and strategies that you can implement to develop your own leadership style using the lens of the four domains. Whether you naturally excel in one area or are looking to strengthen others, you'll leave with a clear path forward for growth.
General Session
- Break
General Session
- Empowering Leaders: Accounting Industry Trends and Leadership Insights
Kimberly Scott, President & CEO, Washington Society of CPAs
Kimberly Scott
Kimberly Scott, CAE, brings over two decades of dedicated leadership to her role of President & CEO of the WSCPA, a position she has held since 2017. Her commitment to advancing the CPA profession is evident in her extensive advocacy work at both state and national levels.
Since joining the WSCPA in 2000, she has served in various senior leadership roles throughout the organization. From 2009 to 2022, she also served as Executive Director of the Washington CPA Foundation. In the role of WSCPA’s Vice President of Government and Member Relations, Kimberly spearheaded the organization’s advocacy efforts, successfully driving the drafting and passage of multiple bills through the Washington State legislature, including a bill that secured $3.3 million for the Washington CPA Foundation. The Foundation now provides over $500,000 in accounting scholarships annually.
Beyond her role at WSCPA, Kimberly is involved in shaping the future of the accounting profession. She currently serves on the AICPA National Pipeline Advisory Group and recently served on the AICPA Women’s Initiatives Executive Committee.
A Certified Association Executive (CAE) credential holder, Kimberly is passionate about continuous learning. She has graduated from programs with Heroic Speaking, Leadership Eastside, and earned her certificate for DEI in the Workplace from the University of South Florida.
She has volunteered her time and expertise on various boards, including recently serving on the Washington Society for Association Excellence (WSAE) DEI Task Force, the Homeward Pet Board of Directors, and the Human Services Commission for her city.
Join Kimberly for an engaging and informative session that will delve into the essentials of creating a thriving workplace culture. Discover practical strategies for fostering a positive and inclusive environment that drives team success and personal fulfillment. Kimberly will share valuable leadership insights and discuss the latest trends in the accounting industry, providing you with the knowledge and tools to stay ahead in a rapidly evolving field. This session is designed to inspire and equip you with actionable ideas to enhance your leadership skills and build a culture of excellence within your organization.
General Session
- Break
General Session
- Thriving in Tough Times: Strategies for Building Resilient Teams and Supportive Workplaces
Monette Anderson, VP of Membership & Education, Washington Society of CPAs
Monette Anderson
Monette Anderson, a Certified Association Executive (CAE) and Gallup Strengths Coach, brings a wealth of program management experience in the non-profit sector to her roles at the WSCPA and the WA CPA Foundation. With over 20 years of expertise gained from esteemed organizations like PBS and the Make-A-Wish Foundation, Monette currently serves as the Vice President of Member Services and Education for the WSCPA and Executive Director of the WA CPA Foundation. Monette oversees annual scholarship awards exceeding $500,000 and manages a grant program aimed at fostering diversity and equity within the accounting pipeline.
A proud graduate of San Diego State University, Monette’s professional journey has been marked by her unwavering commitment to fostering growth, supporting diversity, and building inclusive communities. Her dedicated efforts in promoting diversity and spearheading association innovation are further underscored by her role as President of the Washington Society of Association Excellence (WSAE).
As a Gallup Certified Strengths Coach, Monette complements her mission by empowering others and creating stronger organizational cultures and teams. This certification has equipped her with the insights and tools to help individuals and teams discover and optimize their unique strengths.
Join us for an interactive workshop that combines an inspiring Make-A-Wish story of a day spent with the Navy SEALs with practical strategies to build resilient teams. Learn five key tips to foster open communication, encourage collaboration, build trust, develop adaptability, and recognize achievements. Engage in hands-on activities and discussions designed to enhance your ability to create a resilient and supportive workplace environment. Leave with actionable plans to implement these strategies within your team and drive success through resilience.
General Session
- Adjourn
General Session
- Networking Reception
Leader(s):
- Angela Oakley, Clark Nuber PS
- Courtney Hirata, Vice President, Global Head of Sales, SAP Concur
- Jerrilyn Bogart, Director, Projects & Technical Acctg, Seattle Children's Hospital
- Joel Williams, Senior Manager, Global Mobility Svcs, KPMG LLP (Seattle)
- Kimberly Scott, President & CEO, Washington Society of CPAs
- Monette Anderson, VP of Membership & Education, Washington Society of CPAs
Leader Bios
Angela Oakley, Clark Nuber PS
Angela Oakley is a Talent Advisor Director at Clark Nuber PS. She is a Gallup-Certified StrengthsFinder coach, with over 20 years in organizational development, training, performance management, and coaching expertise.
Courtney Hirata, Vice President, Global Head of Sales, SAP Concur
Courtney Hirata, CPA, MPAcc, is currently in a period of career transition. Most recently, she served as Vice President of Revenue Operations at SAP, where she led the global organization responsible for the development and execution of go-to-market strategy for SAP’s intelligent spend solutions (Concur, Ariba, Fieldglass) and the Business Network. Her 10-year career at SAP (brought in via acquisition of Concur) includes various senior leadership roles for SAP Concur, heading the Global and SMB Sales Strategy and Operations teams, overseeing Global Compensation, and various roles in the SAP Concur accounting and finance departments. Before joining SAP, Courtney spent over four years in public accounting as an auditor at Clark Nuber. She is currently on the DEI Council for the Washington Society of CPAs (WSCPA), serves as a board member for Jubilee REACH, and is a member of the national Chief network of executive women. Outside of work, Courtney enjoys staying active, cheering on her University of Washington Huskies, and exploring new adventures with her husband, Karstin, and their two children, Charis and Cole.
Jerrilyn Bogart, Director, Projects & Technical Acctg, Seattle Children's Hospital
Jerrilyn Bogart, CPA, is the Sr. Finance Program Manager for Seattle Children’s Hospital System. Graduating with her B.S. in Accounting from Western Washington University, Jerrilyn then went on to earn her Master’s in Accounting (Taxation) from University of Washington. After starting her career at PricewaterhouseCoopers, she has held various roles gaining experience in private and non-profit organizations. In her spare time, Jerrilyn enjoys spending time with her son, cooking and being outdoors.
Joel Williams, Senior Manager, Global Mobility Svcs, KPMG LLP (Seattle)
Joel Williams, CPA, is a Senior Manager in KPMG’s Global Mobility Practice in Seattle. He has more than 20 years of experience in the global mobility industry. Joel has had the benefit of living and working in Riyadh, Saudi Arabia, London, and Houston during his career and has served clients primarily in the Energy, Financial and Technology sectors.
Joel helps organizations identify technology solutions to effectively manage their global mobility programs. Regardless of the size of the program, he has been able to help mobility professionals leverage technology to better engage with their stakeholders and tell the unique story of their programs. He has also helped companies create mobility programs and develop tax equalization policies for their employees on foreign assignments.
In addition, Joel is a leader within KPMG’s Global Mobility Services Innovation team, an interdisciplinary group of professionals that develops and delivers emerging technologies and creative solutions to help solve our clients’ challenges.
Kimberly Scott, President & CEO, Washington Society of CPAs
Kimberly Scott, CAE, brings over two decades of dedicated leadership to her role of President & CEO of the WSCPA, a position she has held since 2017. Her commitment to advancing the CPA profession is evident in her extensive advocacy work at both state and national levels.
Since joining the WSCPA in 2000, she has served in various senior leadership roles throughout the organization. From 2009 to 2022, she also served as Executive Director of the Washington CPA Foundation. In the role of WSCPA’s Vice President of Government and Member Relations, Kimberly spearheaded the organization’s advocacy efforts, successfully driving the drafting and passage of multiple bills through the Washington State legislature, including a bill that secured $3.3 million for the Washington CPA Foundation. The Foundation now provides over $500,000 in accounting scholarships annually.
Beyond her role at WSCPA, Kimberly is involved in shaping the future of the accounting profession. She currently serves on the AICPA National Pipeline Advisory Group and recently served on the AICPA Women’s Initiatives Executive Committee.
A Certified Association Executive (CAE) credential holder, Kimberly is passionate about continuous learning. She has graduated from programs with Heroic Speaking, Leadership Eastside, and earned her certificate for DEI in the Workplace from the University of South Florida.
She has volunteered her time and expertise on various boards, including recently serving on the Washington Society for Association Excellence (WSAE) DEI Task Force, the Homeward Pet Board of Directors, and the Human Services Commission for her city.
Monette Anderson, VP of Membership & Education, Washington Society of CPAs
Monette Anderson, a Certified Association Executive (CAE) and Gallup Strengths Coach, brings a wealth of program management experience in the non-profit sector to her roles at the WSCPA and the WA CPA Foundation. With over 20 years of expertise gained from esteemed organizations like PBS and the Make-A-Wish Foundation, Monette currently serves as the Vice President of Member Services and Education for the WSCPA and Executive Director of the WA CPA Foundation. Monette oversees annual scholarship awards exceeding $500,000 and manages a grant program aimed at fostering diversity and equity within the accounting pipeline.
A proud graduate of San Diego State University, Monette’s professional journey has been marked by her unwavering commitment to fostering growth, supporting diversity, and building inclusive communities. Her dedicated efforts in promoting diversity and spearheading association innovation are further underscored by her role as President of the Washington Society of Association Excellence (WSAE).
As a Gallup Certified Strengths Coach, Monette complements her mission by empowering others and creating stronger organizational cultures and teams. This certification has equipped her with the insights and tools to help individuals and teams discover and optimize their unique strengths.
Non-Member Price $349.00
Member Price $249.00