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From staff accountants to partners, the Women's Leadership Forum inspires and empowers women in accounting and finance. Join professional women at all stages of their careers to share experiences, learn to successfully manage your career opportunities and reach your goals. Explore everything from communication styles to the fine art of negotiation.
The networking luncheon features our annual Women to Watch Awards which recognizes outstanding women for their inspiring contributions to the profession and their communities.
All CalCPA Education Foundation conferences include free Wi-Fi, discounted parking, continental breakfast, networking lunch and afternoon refreshments.
Wireless Internet access, continental breakfast and plated lunch will be provided at this event and are included in your registration fee.
FOR INDIVIDUALS: Value-Priced Education (VPE) for CalCPA members.
FOR GROUPS: Coupon 10 and Share 100—Great for nonmembers and firms.
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Networking Breakfast with Mimosas
Welcome with Meredith Johnson, CPA, CFP and Becky Yang O'Malley, CFE
Navigating Conflict: How to Advocate for Yourself and Be Heard with Amy E. Gallo
Gain insights with real-life examples on how to address the interpersonal dynamics that affect communication as well as identifying the most common sources of conflict and how to approach them. Amy Gallo will provide strategies for managing emotions during difficult conversations and how to communicate more effectively in a male-dominated industry.
Diversity and Inclusion with Kim Drumgo, MBA, PMP | AICPA
This session will focus on a renewed understanding of inclusion, how to achieve it yourself, for others and for your organizations. The outcome of inclusiveness is to create a sense of safety, appreciation, and value within groups and individuals while at work. How will the accounting profession continue to promote inclusion of women in the pipeline and within the firms?
Fireside Chat with Arlan Hamilton
Delve into topics that cover reviewing the business case for diversity and inclusion, lessons learned from fast-paced innovation and exploring the future of venture capital and the workforce. Attendees will have the oppotunity to engage in Q&A during this session.
11:15 a.m.—12:05 p.m.
Leveraging Career Pathways During This Transformative Moment with Karen Rosenthal
What challenges do you face as you navigate your career? Karen Rosenthal addresses how to assess your situation for maximum advantage and how to consistently outperform peers through stretch, out-of-the-box assignments. Learn how to assess your own situation to maximize oppotunities to your advantage. Plus, gain insights on how to form a promotional narrative to achieve your goals.
Hot Topic Audience Discussion
Why Culture Matters—Tips from the Trenches with Beth Baldwin | BPM LLP and Michael O. Cooper | Innovators + Influencers
Explore the types of work culture present in an accounting firm to that on a global basis. Learn about what works and what doesn't while considering how can culture support women.
What if #MeToo Happens to you? with Demery Ryan, J.D. | Littler Mendelson, P.C.
Realities, realizations and respect—the new era of #MeToo
Find out what are your protections and obligations and learn about practical steps you can take when faced with an issue.
Beth Baldwin is the chief people officer for BPM LLP. With over 20 years of experience in the human resources sector, she is dedicated to promoting a values-driven environment for her employees. Under her tenure, BPM has been recognized as the number one "Best Firm to Work for" in the nation and continues to be named as one of the best and healthiest places to work in the Bay Area. Prior to BPM Baldwin was the senior vice president of human resources for Marsh & McLennan's west coast region, and prior to that she led HR in the hotel industry with companies such as Hyatt and Hilton. In 2016, she was selected one of San Francisco Business Times' "Most Influential Women in Bay Area Business." She is also a founding member of the BPM's Women's Initiative Now! (WIN) program. Baldwin earned her bachelor's degree in psychology from Mississippi State University, with honors and her master's degree in counseling and personnel services from Texas Woman's University.
Michael O. "Coop" Cooper is an internationally recognized executive coach, advisor, facilitator and trainer with 23 years of experience working with Fortune 1000 companies and small businesses in over 20 countries. He co-led the teams to develop the world's first wireless web platform for Vodafone and Verizon deployed in 27 countries and developed the specifications for the first custom internet car-ordering system for Honda. He has facilitated global summits for Sony and a conference on managing millennials for the Northern California Human Resource Association. Cooper is a contributor to Fast Company, Inc., Entrepreneur and Wired Innovations. He was the founding president of the International Association of Coaching; served on the faculty of Sony leadership programs, CoachVille, Thomas Leonard School of Coaching and the Graduate School of Coaching; and completed coach training at Coach U, CoachVille and the School of Shadow Coaching. He received his master of business administration from the Freeman School of Business at Tulane University with a concentration in information systems and a special emphasis in global strategic management, and degrees in history, communications studies and technology education at Virginia Tech. He received the (Shop Local / Consulting) Entrepreneur of the Year Award in 2006 from San Francisco where he is an active supporter of the arts and the Burning Man community.
Kim Drumgo is the director of diversity and inclusion at the Association of International Certified Professional Accountants. In this role, she provides transformational leadership to drive innovative change in the accounting profession specific to diversity and inclusion. Her role includes developing forward-thinking strategies to increase the pipeline of diverse talent and foster inclusiveness across the accounting profession. Drumgo serves as the chairman of the board for the PhD Project, a not-for-profit organization whose mission is to increase the diversity of business school faculty. She holds a bachelor's degree from UNC Chapel Hill in public health and a master of business administration from the University of Maryland. She is also a certified project management professional and certified in the administration of the Global Mindset Inventory assessment. Drumgo and her family reside in Wake Forest, NC.
Amy Gallo is the author of the HBR Guide to Dealing with Conflict. As a contributing editor at Harvard Business Review, she writes about a range of topics with a focus on interpersonal dynamics, communicating ideas, leading and influencing people, and building your career. She has contributed to numerous books on feedback, emotional intelligence, and managing others, and is co-author of the HBR Guide to Building Your Business Case. As a speaker and workshop facilitator, Gallo combines the latest management research with practical advice to deliver evidence-based ideas about how to improve relationships and perform better at work. Before working with Harvard Business Review, she was a management consultant at Katzenbach Partners where she contributed to the firm's research on the "informal organization." She has taught at Brown University, and is a graduate of both Brown and Yale University.
Arlan Hamilton built a venture capital fund from the ground up, while homeless. She is the founder and managing partner of Backstage Capital, a fund dedicated to minimizing funding disparities in tech by investing in high-potential founders who are of color, women, and/or LGBT. Started from scratch in 2015, Backstage has now invested nearly $5 million into over 80 startup companies led by underestimated founders.
Karen Rosenthal, managing partner of Transforming Human Capital, is an executive search consultant, organizational development strategist and coach to chairmen, boards of directors, chief executive officers and their senior management teams seeking to drive and institutionalize strategic change in their organizations. Her experience as a search consultant, organizational change agent and executive coach includes over 25 years of traditional and digital media experience. Her clients include Facebook, LinkedIn, Google, Vox Media, NBCUniversal, Disney-ABC Television Group, CBS, Viacom, AMC Networks, PBS, Sony Corporation of America, IBM, American Express, Citi, Charles Schwab, Visa, National Geographic Society and National Geographic Partners. Rosenthal earned her master of business administration, master's degree in counseling psychology, and bachelor's degree from New York University.
Demery Ryan is an experienced litigator and trial attorney, defending management clients in employment discrimination, harassment, and retaliation claims as well as wage and hour claims in state and federal courts and in arbitration. As a shareholder at Littler Mendelson, P.C., she represents a broad range of employers, from scrappy start-ups to established Fortune 500 companies. Demery especially enjoys partnering with her clients to advise on all manner of fair employment practices. She also conducts interactive employee and management trainings on topics such as harassment prevention, lawful and effective workplace investigations, and other employment issues. Demery has extensive experience conducting impartial investigations into employee complaints. She also provides one-on-one executive coaching (including "last chance" coaching) and small-group training. Demery received her bachelor's degree in political science from UCLA in 1993 and her juris doctor degree from Columbia University School of Law in 2001. She is a board member of the Friends of the Los Angeles County Law Library, and a member of the National Association of Women Lawyers, the Women Lawyers Association of Los Angeles and the Association of Workplace Investigators.
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Webcast Attendees: Group attendance is verified and documented by the group leader on the group attendance form the day of the event. Your name must be listed under the “Group Sign-In Sheet”. If your name is not listed, please call (800) 922-5272. We are unable to grant CPE credit in cases where technical difficulties and operational requirements are not met.
Certificates of Completion are awarded 3–5 business days after the course completion; access your certificate of completion from calcpa.org/CPE_Tracker.
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