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Alzheimers association

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Free cpe webinars
Advancing Diversity, Equity & Inclusion Initiatives in the Accounting Industry

ADVANCING DIVERSITY, EQUITY & INCLUSION INITIATIVES IN THE ACCOUNTING INDUSTRY

Available Date(s)
Tuesday, September 10, 2024: 5:00PM EDT

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Personal Development
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

In 2020, the Alzheimer’s Association launched the Accounting Industry Leadership Council, prompting major firms across America to support a world without Alzheimer’s and dementia. Engaging diverse perspectives is critical to achieving health equity to ensure that all communities have a fair and just opportunity for early diagnosis and access to risk reduction and quality care. With a growing concern for financial exploitation among older adults, particularly in underrepresented groups, CPAs are uniquely positioned to see the early warning signs of cognitive decline often triggered by financial matters. Join leading industry experts to explore the business case for Diversity, Equity, and Inclusion (DEI), strategic initiatives supporting organizational well-being, and the transformative role of Employee Resource Groups in fostering diversity, community, and professional growth.

Learning Objectives:


  • Recognize the business imperative of DEI in the accounting profession and its support for firms' key objectives 

  • Identify common misconceptions surrounding DEI initiatives

  • Outline successful DEI programs that enhance teamwork, office culture, community engagement, and philanthropic efforts

  • Recognize the Alzheimer’s Association's role in supporting families facing Alzheimer’s or dementia, and learn how your firm can join the Accounting Industry Leadership Council

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Carl V. Hill

Alzheimer's Association
Chief Diversity, Equity and Inclusion Officer
[email protected]

Alzheimers association

Carl V. Hill, Ph.D., MPH, is the chief diversity, equity and inclusion officer for the Alzheimer's Association, overseeing strategic initiatives to strengthen the Association's outreach to all populations, and providing communities with resources and support to address the Alzheimer's crisis.

In this role, Dr. Hill is responsible for driving Association-wide messaging and mobilization efforts addressing systemic health inequities in treatment, clinical trials and research. With support from the National Institute on Aging (NIA), Dr. Hill led the Association's work to convene the first national conference dedicated specifically to addressing disparities and promoting equity in dementia science. AAIC Advancements: Toward Health Equity in Alzheimer's Disease and Related Dementias brings together researchers from around the world annually to examine disparities in dementia prevention, diagnosis and treatment.

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Leea Carter

CliftonLarsonAllen LLP
Director of Belonging
[email protected]
(919) 239-8726

Cla logo

Leea has over 6 years of experience with CLA holding various roles as a service processing coordinator in tax and assurance, marketing coordinator, connection associate, DEI Operations Leader and currently Director of DEI Operations. She also serves as a local DEI ambassador for the Raleigh, NC office and a committee leader for the Sankofa virtual belonging community for Black and African American CLA family members. Before arriving at CLA Leea held roles in various industries including collegiate football, hospitality, and finance. She was also a 4-year collegiate athlete in women's soccer at UNC-Chapel Hill, winning 3 ACC titles and a National Championship. 

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Thalia Smith

Deloitte
Audit & Assurance Partner and InsurTech Leader
[email protected]

Deloitte logo

Thalia, an Audit & Assurance partner at Deloitte & Touche LLP, is the Audit & Assurance InsurTech leader in the United States for the Emerging Growth Company practice. Thalia has more than 15 years of experience serving financial services industry clients, primarily in the insurance industry.

She serves as a lead client service partner for New York-based InsurTech startups, with overall responsibility for client service coordination and delivery, including advisory support related to market entry/business strategy, accounting, tax, risk and compliance, audit, initial public offering readiness support, and sell-side advisory services.

Thalia has extensive experience providing accounting and financial reporting advice and transaction support to multinational and multilocation engagements of securities and exchange commission registrants and privately held companies.

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Moss adams logo

Greg has practiced public accounting since 1997. He provides a wide range of audit and accounting services for public and privately held companies in the manufacturing and distribution, technology, and renewable energy industries. Greg assists clients with financial reporting and complex transactions such as initial and secondary public offerings, private offerings, and mergers and acquisitions. He has extensive expertise in debt and equity financings, share-based compensation, income tax accounting, purchase price accounting, revenue recognition, and SEC reporting. 

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Elena Richards

KPMG LLP
Chief Diversity, Equity & Inclusion Officer
[email protected]

Kpmg2

Elena Richards is a Principal and Chief Diversity, Equity & Inclusion Officer at KPMG LLP. She is an accomplished HR, talent management and diversity professional with deep knowledge of the professional services industry. Partnering with the KPMG U.S. management committee and board of directors, she helps to advance Accelerate 2025, the firm’s strategy rooted in growing and supporting a diverse workforce and inclusive work environment.

A certified executive coach, Elena earned her BA in criminal justice at the University at Albany, State University of New York. 

Additional Materials
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Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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About Our Presenter

Alzheimers association
The Alzheimer's Association leads the way to end Alzheimer's and all other dementia—by accelerating global research, driving risk reduction and early detection, and maximizing quality care and support.