Mountain View, CA
Elevate: Women’s Leadership Forum 2023 | 1000001378
April 27, 2023 | 8 a.m. PT – April 28, 2023 | 12:45 p.m. PT
CPE: 8
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Member
$355.00
Nonmember
$465.00
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Overview
Empowerment Through Resilience.
This event is designed for professionals at all levels, including CPAs, attorneys, financial professionals, and young emerging professionals looking to support women’s leadership, grow their network and promote diversity, equity and inclusion.
During our time together, you will hear from the best and the brightest in the industry and witness our annual Women to Watch award presentation. This award recognizes exceptional women for their leadership, service and contributions to the profession.
This two-day event will be held at the Ameswell Hotel, Mountain View—a luxury wellness retreat nestled on 10 acres and known for bringing together innovation and natural beauty. On-site activities include a morning mimosa networking reception, instructor-led yoga at no cost to you (20 person capacity), and more.
We hope you join us in supporting our mission to empower and inspire women!
See the complete list of the 2023 Women to Watch Awards nominees.
Who Should Attend:
- Firm Partners, Principals, Managers, Professional Staff, Executives, Controllers, Directors, and Attorneys who support women’s leadership in accounting
- Human Resources (HR) professionals looking to promote Diversity, Equity and Inclusion (DE&I) in their organization and across the profession
- Students who want to network and learn about opportunities in accounting and Educators looking to encourage students
- Anyone dedicated to promoting women leaders in the accounting profession
Can't join us in person? Catch all the action with the virtual live stream!
Product Code
1000001378
Credit Type
CPE: 8Format
In-Person
Intended Audience
This event is designed for CPAs and professionals at all levels.
NASBA Field of Study
- Personal Development
- Personnel/Human Resources
Level of Difficulty
Overview
Prerequisites
None
Advance Preparation
None
Learning Objectives
Agenda
8–9 a.m. PT
Registration Opens
9–10:15 a.m. PT
Mimosa Networking Brunch
10:15–10:30 a.m. PT
Opening Remarks
10:30–11:20 a.m. PT
11:20–11:40 a.m. PT
Break
11:40 a.m.–12:30 p.m. PT
Mentorship, Allyship & Coaching
Speaker(s)
Erin E RocheMichele D’AmicoCaroline KetteringMichael Hindery
12:30–1:30 p.m. PT
Lunch
1:30–2 p.m. PT
Women to Watch Awards
2–3:15 p.m. PT
3:15–3:35 p.m. PT
Break
3:35–4:25 p.m. PT
4:25–4:30 p.m. PT
Closing Remarks
4:30–6:30 p.m. PT
Multiple Sessions to Select from
Evening Reception (I'll pass, see you in the morning!)
Evening Reception (Yes, I'll be there!)
7–7:45 a.m. PT
Multiple Sessions to Select from
Yoga (I'll pass, see you at breakfast!)
Yoga (Yes, I'll be there!)
8:15–9:15 a.m. PT
Registration Opens
9:15–9:20 a.m. PT
Opening Remarks
9:20–10:35 a.m. PT
10:35–10:55 a.m. PT
Break
10:55–11:45 a.m. PT
11:45 a.m.–12:35 p.m. PT
Ask Me Anything
Speaker(s)
Cecilia H LinNatalie M QuanChrislynn FreedJessica R. RosterMeredith A Johnson
12:35–12:45 p.m. PT
Closing Remarks
Faculty
Deepa Bhat
Deepa Bhat, CPA, CFE, ACA, is the in-charge Principal of the ASL Assurance Group and serves privately held clients in the technology, international and construction industries. Her technology experience includes software-as-a-service, hardware, semiconductor and medical devices companies. She helps clients navigate complex and unique accounting issues encountered in their domestic as well as international operations. Deepa has conducted several group audits for her clients with a strong focus...
Jacquelene Therese Bishop
Jacquelene Bishop, CPA is the owner and operator of Balanced Practice, Inc. where she and her team help small businesses and their owners with their tax and accounting needs. She has been self-employed since 2015 and in the accounting profession since 2005. Jacquelene also offers financial coaching to help her clients elevate their financial position and increase their confidence in money management. In 2011, she became a licensed California CPA and also received a Master's in Taxation at Gol...
Pamela Boles
Pamela is a CMA and recent MBA graduate from Santa Clara University’s Leavey School of Business. She has over 12 years of experience in Accounting primarily in Technology and Transportation industries. In her current role as Lease and Fleet Accounting Manager at Lyft, she leads a team of four accountants responsible for ASC 842 lease and fixed asset accounting including related SOX controls, month-end close procedures and financial reporting. Her key cross-functional partners include FP&A, Te...
Dana R Borys
Dana has over 18 years of public accounting experience with a specialization in corporate tax services for cannabis, high technology (computer science, information, SaaS, and telecommunication), biotechnology (life science and medical device), and consumer business companies. She has extensive knowledge of the complex business needs of pre-revenue venture backed start-up companies to consolidated multinational publicly traded companies.Over the years Dana has built a broad foundation by advis...
Tayiika Marcia Dennis
Tayiika M. Dennis, CPA Dennis is a Principal with CLA LLP’s Los Angeles office. She has more than 20 years of experience in both public accounting and private industry. She provides audit and tax services for nonprofit organizations, with a special focus on social service organizations, arts and cultural organizations, and private foundations. Prior to joining CLA, she worked at a large international CPA firm, a regional CPA firm and at Universal Studios as a financial analyst. Dennis is the ...
TaMiya Dickerson
TaMiya is a partner in the Financial Services Technology Practice. For twenty years, TaMiya has focused on corporate goverance for publicly traded and regulated organizations globally and regionally. Over the years TaMiya has developed a passion for business transformation. Accounting and consulting has taken her to London, Geneva, Kuala Lumpur, Japan and New Zealand for client engagements. She is publicly deeply appreciative of the professional education and personal opportunities afforded t...
Michele D’Amico
I specialize in cultivating resilient leaders; executives who connect with their teams to create a cohesive, collaborative, and productive environment where everyone excels at what they do best every single day.With a PsyD in Psychology and a certification in Marshall Goldsmith’s Stakeholder Centered Coaching technique, I have over a decade of experience in leadership coaching. I thrive on helping clients define and refine their executive presence, improve conflict resolution and decision-mak...
Heather Esposito
Heather Esposito is a Director of Learning, Development, and Colleague Engagement at BPM, working remotely. She has twenty-five years of experience in learning and leads the Learning and Development program for BPM. Heather has worked as a coach with a variety of leaders, seeking to provide transformative change and accelerating their leadership effectiveness. Her approach centers around deep self-exploration to gain insights and self-awareness for leaders, moving them forward in their growth...
Chrislynn Freed
Chrislynn Freed is a professor of clinical accounting at the Leventhal School of Accounting at USC. Prior to joining USC, she was a senior manager at an international CPA firm specializing in the hospitality and financial services industries. Freed has received numerous awards including the CalCPA Outstanding Accounting Educator Award in 2013; Golden Apple Teaching Awards in 2010, 2012 and 2014; USC Mellon Award for mentoring undergraduate and graduate students in 2008 and 2009; and USC Paren...
Creusa Angelique Gilmore
Creusa has over 20 years of Finance and Accounting experience in Energy and Biotech industry manufacturing, and is a CMA and CPA (candidate, pending licensure). She is currently a Senior Manager of Cost Accounting for Thermo Fisher Scientific, a global leader in the scientific equipment and biotechnology industries. Career responsibilities have included treasury, revenue recognition, cost accounting, internal audit, investment analysis, ERP system and general ledger administration, FP&A, oper...
Michael Hindery
Michael Hindery has extensive experience in executive management roles in academic medical centers and universities. Mike has served as the senior executive in charge of finance and administration for the University of Pennsylvania, Stanford University and the University of California – San Francisco (UCSF) Schools of Medicine, for Santa Clara University, and for the Palo Alto Veterans Institute for Research (PAVIR); in these roles he oversaw budget and finance, research administration, compl...
Meredith A Johnson
Meredith has deep experience in not only accounting, but financial planning and analysis, project management and business development. She works with clients based on a holistic approach to taxation, in the areas of estate planning and business succession particularly. Meredith excels in coordinating the needs of diverse stakeholders, managing multi-stage projects and synthesizing complex data. Her specialties include Financial Planning, Tax Planning and Compliance, Project Management, Busine...
Caroline Kettering
An energetic leader, Caroline has over 15 years of experience performing audit fieldwork, managing fieldwork teams, special audit projects and preparing financial statement reports. As a partner in Withum’s Labor and Benefit Plan Practice Group, Caroline oversees audit engagements for some of the Firm’s largest labor organization clients and has hands-on experience in preparing Forms LM-2, 5500, 990 and 990-T.
Mitra Kleinberg
As Business Development Manager, Mitra’s focus is on IMA Corporate Relations for North America. This involves working with companies to provide learning and development support for both employers and staff interested in the Certified Management Accountant (CMA) credential and the many valuable resources available through IMA membership.Prior to joining IMA, Mitra was Director of Business Development at Roger CPA Review for 10+ years. She oversaw strategic growth and partnerships with accounti...
Cecilia H Lin
Experienced CPA with a demonstrated history of working in the accounting industry. Skilled in Tax Preparation, International Tax, Accounting, Tax Research, and Partnership Taxation. Strong accounting professional with a MBT focused in Master in Taxation from USC Leventhal School of Accounting.
Amy Looper
Amy Looper works with companies to build a company culture that scales through high performance and diversity. She works with high-achieving working mothers to improve performance by overcoming the chronic stress cycle and anxiety that leads to burnout without all of the sacrifices of career, income, relationships, and health while raising a family. Amy is the author of Leading Motherhood, a working parent, 2x postpartum depression and burnout survivor, and an 18-year award-winning software ...
Anu Muralidharan
Anu joined Expensify in 2015 and is the principal strategist for fraud prevention, audits, bank relations, and all other operational efforts at Expensify. Prior to becoming COO, she was the driving force behind the creation of the Expensify Card, where she combined her vast knowledge of the world’s financial networks with her deep technical background to guide development. Before leading Expensify’s operations, Anu held Vice President positions at Citibank and Marqeta, various engineering rol...
Shannon K Nash
Shannon currently serves as Chief Financial Officer at Wing a drone delivery company and subsidiary of Alphabet, Inc. (NASDAQ: GOOGL). She serves on the Board and Audit Committee of NetScout Systems Inc. (NASDAQ: NTCT), a software solutions and cybersecurity company that protects the world's most important networks against disruptions in availability, performance and security. She is also a Board Member and Audit Chair at Lazy Dog Restaurants, one of the fastest growing restaurant companies w...
Natalie M Quan
Natalie Quan is a Manager at Berger Lewis Accountancy Corp. She began with Berger Lewis in 2004 and has quickly climbed from staff accountant, to senior accountant, to Audit manager. She is described as having the "last to leave" attitude on any project, and has proven herself to be a great role model and exemplary leader with a strong team ethic. Within her firm, Ms. Quan is the founder and chair of the firm's Community Service Committee and Fun Committee and a member of the Green Business...
Erin E Roche
Erin Roche, CPA, CGMA is currently a Tax Partner at BPM, LLP. She focuses on helping closely held business owners and individuals understand and plan for their tax obligations. Erin has previously held roles as Controller for privately held manufacturing and service based companies and enjoys working with business leaders to create systems that support the overall success of their business endeavors. Erin has served on various community non-profit boards and is also very active in professiona...
Jessica R. Roster
Jessica R. Roster, CPA, has specialized experience providing audit and accounting services to employee benefit funds, labor organizations and not-for-profits. She provides services to more than 35 pension and health and welfare funds with more than 25,000 participants and $1.3 billion in total assets. She supervises payroll compliance testing programs for 15 families of trust funds. She also teaches courses for industry associations about the pros and cons of starting a business, recordkeepin...
Katrina Salazar
Shiza Shahid
Shiza Shahid is an entrepreneur, investor, technologist, and impact leader. She co-founded the Malala Fund with Nobel Prize winner Malala Yousafzai and led the organization as founding CEO. She is now the co-founder of Our Place, a mission-driven e-commerce startup that is creating products and telling stories that celebrate cultural traditions and reinvest in communities, through the lens of food and home-cooking. Because home-cooking is where cultures are most authentically represented and ...
Rene Siegel
René is a partner in AMF Media Group and leads the Connext Services team. Prior to her current role, she was founder and CEO of Connext, Silicon Valley’s resource for marketing and communications consultants. She has an infectious passion for empowering the entrepreneurial spirit that results in innovative and flexible workforce solutions for her clients.In 1997, after having three children in five years, René left her corporate job to start her own freelance PR business. That evolved into Hi...
Erin West Silva
Erin grew up in the East Bay Area and obtained her college degree in Business Economics from the University of California, Santa Barbara. During college Erin worked in the restaurant industry and learned valuable skills in problem solving, flexibility, multi-tasking, and communication. After college she moved back to the East Bay Area and began her career in public accounting working as auditor for five years for Housing and Urban Development (HUD) properties and Automotive Dealerships. Then ...
Lindsay Stevenson
Lindsay Stevenson, CPA, CGMA is Chief Transformation Officer at BPM LLP. Lindsay is passionate about finding purpose and leveraging it to positively impact the innovation and success of organizations and the profession at large. In addition to serving on a number of professional committees (both at the AICPA and SDCPA) and community boards, Lindsay has been recognized by the AICPA and CPA Practice Advisors as one of the 25 Most Powerful Women in Accounting (2018, 2019 & 2020) as well as one o...
Venue
Ameswell Hotel
800 Moffett Boulevard, Mountain View, CA, 94043
Get DirectionsBook your room at the Ameswell Hotel!
Deadline is Thursday, March 30
April 26, 2023: $359
April 27, 2023: $279
Parking: $10 per day
Sponsors
CalCPA would like to thank our sponsors for their generous support in helping make this event a success. Learn more about them by clicking on their logo below.
Our Platinum Partners
OFFICIAL KEYNOTE SPONSOR. Expensify is payments superapp that helps businesses around the world simplify the way they manage money across expenses, corporate cards and bills. Relieving businesses of tedious manual entry and automating the back office with integrations to the most popular accounting packages. Visit expensify.com.
Our Gold Partners
Our Silver Partners
Our Bronze Partners
With Additional Sponsorship Support From
- CalCPA Health