Join us for a conversation with Donny C. Shimamoto, CPA, CITP, CGMA, founder and managing director of IntrapriseTechKnowlegies LLC, an advisory-focused CPA firm accelerating innovation and business transformation, and the Inspiration Architect for the Center for Accounting Transformation.
As auditors and accountants, materiality is a very familiar term. It refers to the relative size of an amount or value, and its impact on decision-making. But what if we look at it through the lens of DEI? We quantify demographics and trends around groups of people. We use different terminology when measuring and grouping people into categories representing diversity. We then use those terms and labels to share the data.
This session will explore how we collect, organize and present DEI data. We will explore how language influences what we report and how we view the data. All of which can lead to different interpretations of what is "material” in DEI reporting.
Learning Objectives:
- Identify terms used to identify different identities and categories of diversity
- Express the language used to quantify, organize, and present data on different groups
- Determine how reporting standards can help organize and present diversity data
Jina Etienne, CPA, CGMA
Etienne Consulting
Diversity & Inclusion Consultant, Speaker & Trainer
jina@etienneconsulting.com
(301) 778-5510
Jina is a consultant and speaker on diversity, inclusion, culture, and belonging. She creates training programs and workshops to help clients move forward in their D&I journey. She is a storyteller and speaks candidly about her experiences, hard lessons, and ‘aha’ moments that helped her understand the importance of individuality, the value of curiosity, and the courage it takes to “just” be yourself. Often described as “approachable” and “relatable” by her clients, she works with purpose and the intention of being engaging, practical, and immediately applicable to real-world situations. Jina draws from her unique background and mix of work experiences to offer examples and share insights designed to benefit everyone across the workplace ecosystem – executives, management, employees, and customers.
Previously, she was Principal Consultant at EtiennePartners (EP), a boutique consulting firm that offered a unique strategy development, workshops & coaching to leaders, executives and entrepreneurs. Co-founded with her husband, EP was a full-time partnership in both work and life. Although in different professions, their work often intersected around the importance of self-awareness in leadership and navigating conflict within teams. Combining their experiences, backgrounds, and work led to the development of their unique approach to D&I, which she continues to use in her practice today.
Donny Shimamoto
IntrapriseTechKnowlogies LLC
Managing Director
donny@intraprise.us
(866) 737-9991 x7200
Donny is the founder and managing director of IntrapriseTechKnowlogies LLC, an advisory-focused CPA firm specializing in organizational development and innovation management for small businesses, middle-market organizations, and nonprofits.
Donny is a recognized thought leader and educator in the Accounting Technology, IT Risk Management, and Performance Management fields; his dedication to helping accountants and organizations leverage strategic technologies while proactively managing their business and technical risk is paramount.
Donny also serves as an outsourced IT and Innovation "Partner" and advisor for local and regional accounting firms and internal audit departments that lack in-house IT leadership and IT audit expertise. He helps with IT risk assessments and IT advisory services, developing firms' innovation strategy, streamlining internal firm operations, and increasing staff proficiency with IT tools supporting client engagements and service delivery.
Donny is a past chairman of the AICPA's Information Management and Technology Assurance Executive Committee and a former member of its Governing Council, Assurance Services Executive Committee, and numerous other AICPA committees and task forces. Donny was recognized as one of the Top Thought Leaders in Public Accounting by CPA Practice Advisor from 2012 to 2018, Top 100 Most Influential People in Accounting (2013 & 2014 & 2017) by Accounting Today. He received the 2009-2010 President's Award from the Hawaii Society of CPAs, and was also named to CPA Technology Advisor's 40 Under 40 list in 2007 & 2009 & 2014, and was a Hawaii Top High Tech Leader in 2004.
About Our Presenter
Etienne Consulting's work is informed by their unique mix of experience in public accounting & business consulting, association management & member engagement, and diversity & inclusion consulting and training. Although in a variety of roles and industries, their work has always intersected around the importance of self-awareness in leadership, clarity of purpose, and navigating conflict within teams.
This led them to develop techniques to deepen awareness and strengthen communication — core skills necessary for driving meaningful change in organizations. They work with businesses and firms to infuse diversity, equity, and inclusion across all aspects of people experience, operations, policy, communications, branding, and community & social responsibility. Their training programs and workshops are designed to bridge the gap between diversity and inclusion by offering concrete skills and communication strategies teams and use to build teams capable of leveraging their full diversity to drive innovation, growth, and lasting cultural change. They also offer support in developing, implementing, executing, and reporting on D&I strategy.
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