CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
Webcast

Incorporating Diversity

$49.00

Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)

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CPE Credits

1 Credits: Personnel/Human Resources
Course Level
Basic
Format
Webcast

Course Description

This course was recorded live at the 2023 New Money Summit.

In today’s rapidly evolving business landscape, diversity has become a crucial element in the success of any organization, including the field of CPAs. This course aims to explore the significance of diversity and its impact on the CPA profession.

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Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Identify opportunities for inclusivity within the workplace.
  • Determine areas for diversity and inclusivity to expand growth and productivity with the workplace.
  • Integrate new practices to reduce microaggressions and create a healthy workplace.
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Course Specifics

Course ID
WC1623358920
Revision Date
January 25, 2024
Prerequisites

None

Advanced Preparation

None

Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Ashley Francis is a CPA with 23 years of experience. She specializes in helping ultra-high net worth clients, professional fiduciaries, and trust and estate attorneys with complex tax and estate compliance and planning. She has been involved in trust and estate disputes and seen where things can go sideways. She also started exploring and sharing her experiences with ChatGPT in December, 2022. Since then, she has created a newsletter for folks interested in ChatGPT, Microsoft 365 applications, and automation, with the goal of making these technologies feel friendly and accessible. She has also created an online course that shares tiny daily …

Illyasha Peete, a Chief Member at Chief, is part of a powerful network of women leaders who support each other to become better leaders together. With over 26 years of experience in the health, wellness, and fitness industry, she brings her strategic leadership, coaching, entrepreneurship, and customer satisfaction expertise to this dynamic community. Illyasha also served as the Chief of Equity, Justice, and Culture at ClimateWorks Foundation, a global organization that supports climate action and philanthropy. In this role, she lead the development and implementation of strategies and initiatives that foster a culture of belonging, inclusion, diversity, equity, access, and liberation …

Orumé Hays, CPA, CGMA, MST, is the Founder and CEO of HAYS CPA LLC, a boutique client advisory and accounting services firm focusing on outsourced CFO services. She was named one of the 25 Most Powerful Women in Accounting for 2022 and 2023 by the AICPA and CPA Practice Advisor. Ignition also recognized her as a 2023 Top 50 Women in Accounting. Hays is an NYSSCPA statewide Director at Large, a past member of the Executive Committee, a past chair of NYSSCPA’s Small Firms Practice Management Committee, and a past President of the New York State Society of CPAs (NYSSCPA) Manhattan/Bronx …