ISCPA Annual Meeting

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  • Date/Time
    • Jun 14, 2022
    • Sign In: 7:30am (MT)
    • Program: 8:00am - 4:30pm (MT)
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  • Location
    • Oxford Suites
      1426 S Entertainment Ave
      Boise, ID 83709
    • Map
  • Credits
    • 7.50
  • Credit Type(s)
    • Specialized Knowledge and Applications (7.50)
  • Vendor
    • *** ISCPA ***
  • Level
    • Update
  • Message
    • ATTENDING In Person

Description

ISCPA strives to connect our members throughout Idaho by providing a community of like-minded professionals dedicated to protecting the integrity of the accounting profession.

  • 8 - 8:50 am - AICPA Update
  • 9 - 9:50 am - ISCPA Annual Business Meeting 
  • 10 am - 12 pm - The Impact of Psychological Safety on Organizational Effectiveness
  • 12 - 1:30 pm - IRS Update and Working Lunch
  • 1:40 - 4:30 pm - DEI: Connecting hearts, minds, and teams

presentations subject to change

Designed For

  • All ISCPA Members
  • Proceeds from the Annual Meeting will be used to fund future DE&I projects
     
  • Highlights

    Agenda:

    • 8 - 8:50 am - AICPA Update with Anoop N. Mehta, CPA, CGMA – AICPA Chair
    • 9 - 9:50 am - ISCPA Annual Business Meeting
    • 10 am - 12 pm - The Impact of Psychological Safety on Organizational Effectiveness
      • Many of today’s most valuable firms have come to realize that analyzing and improving individual workers — a practice known as ‘‘employee performance optimization’’ — isn’t enough. As commerce becomes increasingly global and complex, the bulk of modern work is more and more team-based. One study, published in The Harvard Business Review in January 2016, found that ‘‘the time spent by managers and employees in collaborative activities has ballooned by 50 percent or more’’ over the last two decades and that, at many companies, more than three-quarters of an employee’s day is spent communicating with colleagues. An evidence-based understanding of the dynamics that lead to effective teams is critical. This session pulls together various research studies and curates their findings regarding psychologically safe environments as a critical enabler of team effectiveness.
    • 12 - 1:30 pm - IRS Update and Working Lunch
    • 1:40 - 4:30 pm - DEI: Connecting hearts, minds, and teams
      • In order to begin having conversations around diversity, equity, and inclusion we must develop a shared vocabulary.  We will spend time learning the vocabulary surrounding DEI conversations, exploring our biases, and begin our journey down the path to breaking our biases and reshaping our behavior in our personal and professional lives.  There will be pre-work sent in order to prepare for the discussion – this is only to help frame the discussions and familiarize you with the language and concepts.  We will hold space for learning, dissonance, and understanding.  We are all learning and this work is messy; no one is perfect and there is no formula to the conversations we will be having.  All that is asked is that you come with an open mind, respect, and a desire to understand.

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    Leaders

    Jody Stamback

    Jody graduated from Weber State University with a BS in Business Management in 1984. He started his IRS career in 1989 with the Ogden Campus. He worked in many different functions until leaving the Campus in 1995 to work as a Tax Auditor in the Salt Lake City District Office. He is currently a Senior Stakeholder Liaison within Communications and Liaison. He works with Practitioner and Industry groups in helping to share information to and from the IRS and its external stakeholders.

    Suri Surinder

    Suri Surinder

    Mr. Surinder is co-Founder & CEO of CTR Factor, the CTR Factor Leadership Institute, QuantumFLY & MyRequest-US. He also serves as Chief Learning Officer of Diversity MBA, Expert at GLG & RSM, senior board member of the CTR Factor Non-Profit Alliance, & strategic partner to Diversity Crew, NeoSeven, ESPTalent, Resiliti, Diverst, Trivie, RLC Diversity & Bold Business, serving a broad US & international footprint, including England, Europe, Africa, Canada, India and the Middle East.

    His experience spans 32 years as an executive, consultant, board member, author, entrepreneur & professor. His Linked-in profile has earned 2,775 endorsements in 50 different competencies. His Linked-in posts have garnered 1.5 million global views, & he has about 60,000 Linked-in connections & followers combined.

    At CTR Factor, he has served 164 companies in 12 different sectors, including RSM, Crowe Horwath, PwC, Prudential, Voya, Mass Mutual, Pixar, Walmart, & Disney, and has been Chief Learning Officer at Kaleidoscope & ALPFA.

    Mr. Surinder has worked in telecom, banking, non-profit, consulting & healthcare at Pfizer, Verizon, McKinsey, Centurylink, Capital One, ALPFA & Barclays in C-level roles running billion dollar business units & large global functional groups:

    • CEO of $1.7B regional P&L,5K employees • CEO of $2.7B regional P&L,3K employees • CMO of $1B P&L serving 50M customers • CHRO of $1.8B global P&L • Chief of Staff to COO of $39B P&L • CLO at largest professional non-profit in the US with 75,000 members • Global Head of $350M call center operation • Head of Process Re-engineering of $1.2B unit • Expert in Customer Experience at top. global consulting firm • Head of $3B early stage Collections at leading credit card provider

    He has been a member of 4 boards & Adjunct Professor of Strategic Management at Baruch College. He has been recognized as a Top 100 under 50 Senior Executive by Diversity MBA magazine, & been acknowledged by the US Government as a person of extraordinary ability in business. He is the author of the CTR Factor Leadership Series of books, available on Amazon.

    He holds a BS-Civil Engineering, MS-Structural Engineering, and an MBA-Marketing, with courses towards a PhD-Marketing.

    Tasha Wiegand

    Tasha Wiegand was born and raised in Idaho, and shows up with a deep love for her home state. Raised in an interracial home in SE Idaho, Tasha knows what it means to be different, and this has only fueled her desire to provide equitable spaces wherever she goes. For the last 8 years, Tasha has worked closely on DEI initiatives, beginning with local non-profits and schools, four years at University of Washington Neighborhood Clinics – focusing on healthcare equity, and now Amazon where she serves as the President of the Black Employee Network (BEN), DEI committee for employee engagement throughout the region, and site DEI initiatives. Understanding that conversations around diversity, equity, and inclusion can be extremely difficult, Tasha’s hope is to hold space for learning, understanding, and discomfort during the learning process.

    Anoop Mehta

    Anoop N. Mehta is President of Science Systems and Applications, Inc. (SSAI). He previously held a variety of increasingly responsible executive positions with SSAI and has been instrumental in growing the company from a one-person enterprise to its current staff of nearly 950 employees. Mr. Mehta has more than 35 years of experience in government contracting, accounting, finance, tax, and corporate administration. As SSAI’s President, he leads the executive management team and oversees the overall performance of the company. Mr. Mehta has the day-to-day responsibility of managing, planning, and implementing SSAI’s strategic goals and objectives. In addition, he actively supports NASA, NOAA, and other customer programs in an executive management capacity to ensure thatthe unique needs of SSAI’s customers are met.

    Mr. Mehta served ten years on the Maryland Space Business Roundtable (MSBR) Board of Directors, including two years as MSBR President. He also served as the Executive Vice President and Treasurer before being appointed as President. Mr. Mehta is a Certified Public Accountant (CPA) licensed in the State of Maryland and a Chartered Global Management Accountant (CGMA). He served as the 2013 Chair of the Maryland Association of Certified Public Accountants (MACPA) Board of Directors. Mr. Mehta currently serves on the Government Contractors Committee for the Maryland Association of CPAs and chaired the committee for two years. He is a member of the American Institute of Certified Public Accountants (AICPA) and is on the Board of Directors of the Association of International Certified Professional Accountants. He also serves on the National Advisory Board of Transamerica Retirement Services. Mr. Mehta has been recognized for his efforts in promoting Science, Technology, Engineering, and Mathematics (STEM) education by the Maryland State Advisory Council for Gifted and Talented Education.

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