Working with Diverse Groups & Cultures: Understanding Cultures + Tailoring Services Webcast | 4204560B

Date :
November 30, 2020 10:00 AM - 11:30 AM
Location :
Virtual Learning+
Facility :
Webcast Event
Level of Difficulty :
Member Price :
Nonmember Price :
CPE Credits :
CPE 1.50
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California is a big place. It’s bigger than 21 states + DC, combined. Our $3 Trillion economy is by far the nation’s largest, and the world’s 5th largest, surpassing the UK. We also have 4 of the country’s largest 15 cities. As big as we are, we are even more diverse. The census estimates that 60% of our population in CA is comprised of Hispanic, Asian and African/American people. As one of the approximately 80K CPAs in California, understanding how to better serve these groups is important to your relevance and survival. In this session, we will explore some of the elements that arise in working with diverse groups and cultures, against the backdrop of consumer trends in our profession. We will talk about the importance of understanding other cultures and having empathy. In effect, we will share practical advice on how to tailor your services and adapt to change.


  • Understanding the meaning and importance of Culture in your practice
  • Determine changes needed to better serve diverse groups by tailoring services
  • Recognize the nuances of culture and diversity in CPA service paradigms

Major Subjects:

  • Redefining the concept of “Minority” and what it means to your practice
  • The importance of Culture and Empathy
  • Adapting to change by tailoring your services

Advanced Prep:


Misc. Information:

Level of Difficulty:
Field of Interest:
Business Management and Organization
Designed For:


Michael Velazquez, CPA, PFS, CFP


  • Materials - eBook