EDUCATION SESSION
By Invite Only: Attracting and Retaining Diverse Candidates
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Research shows that companies with diverse leaders, board members and employees outperform their peers. What steps can financial services firms take to attract diverse candidates? How can C-suite executives, department heads and individual managers retain these diverse employees?
Gain insights from leaders of both multinational and small companies that have developed a corporate culture that embraces diversity, equity and inclusion. Consider how the lessons learned in implementing programs and processes to recruit, promote and retain employees may be models and inspiration for your firm and your team.
Nefertiti Long, COO at Alta Loma Enterprises, and Kathy Johnson, Vice President at JS Held, will share their experiences, along with related developments at the Alliance of Black Women Accountants. Binti Yost, Principal at KPMG, will provide a global perspective in a conversation with Amanda Pullinger, CEO of 100 Women in Finance.
100 Women in Finance follows local government and host guidance in producing in-person events. Note that, should guidance change in advance of this event, we shall notify guests of any changes or cancellations.
Face masks are required when entering the KPMG Center building and in the elevators. Once you arrive to the office, masks are not required but optional for all employees and visitors that have been fully vaccinated.
Visitors will need to fill out a form before entering the premises.
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5:00 PM Registration
5:30 PM Event Begins
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The program will begin promptly at 5:30 PM; please allow time to get through building security and to register before the event begins. Those arriving after registration has closed may not be admitted.
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KPMG
550 South Hope Street 15th Floor
Los Angeles, CA
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Kathy Johnson
JS Held LLC
Alliance of Black Women Accountants
Nefertiti Uhura Long
Alta Loma Enterprises
Alliance of Black Women Accountants
Binti Yost
KPMG
Amanda Pullinger
Moderator
100 Women in Finance
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Kathy Johnson
Vice president, JS Held LLC
Kathy Johnson is a forensic accountant and expert witness, with over 25 years of accounting experience. She specializes in family law, business valuations and cash flow analysis, civil and criminal litigation support, estate and trust accounting analysis, fraud investigations, and economic damages. She serves as an expert witness in both civil and criminal and provides litigation support for partnership dispute resolutions and other accounting & economic issues. Kathy is also an adjunct university professor teaching both graduate and undergraduate courses in forensic and financial accounting, auditing, and ethics. She also teaches certified professional education (CPE) courses to other CPAs for topics that include family law, business valuations, and asset tracing. Industry organization participation include Past Chair for CalCPA, Current Board Trustee for CalCPA Education Foundation, Council Member of AICPA and member of the sub committee for Relations for the Judiciary. Kathy’s work with community organizations include serving as CEO for the Inland Empire Community Foundation, Vice President for the Alliance of Black Women Accountants, Treasurer for the Redlands Police Community Foundation, and Board Member for the Community Action Partnership of San Bernardino County.
Nefertiti Uhura Long
Chief Operating Officer, Alta Loma Enterprises
Nefertiti Uhura Long is a native of Southern California. She lived several places growing up primarily in the inland empire area. She earned her associates of arts from Chaffey College in 1992 before transferring to later earn her bachelor’s degree with a major in Accounting from California State Polytechnic University Pomona in 1996. After accumulating several years of experience in her field she went back to school to pursue a master’s degree. She earned her Master’s in Business Administration with an emphasis in Finance in 2003 from California State University, Fullerton. Nefertiti is the Chief Operating Officer of Alta Loma Enterprises a private investment and family office company in Rancho Cucamonga California. She has over 20 years’ experience in business with a focus in the areas of Accounting and Finance. She has worked for both public and private companies with her experience primarily being in the food industry. Prior to joining Alta Loma Enterprise, she was the Vice President of Finance of Cardenas Markets a midsize grocery chain serving the inland empire with its corporate office in Ontario California. She has also worked for Superior Grocers, and Bimbo Bakeries and Best Foods Baking. Nefertiti has a passion for giving back and being involved in the inland empire community. She is currently President of Alliance of Black Women Accountants or A.B.W.A. ABWA’s purpose is to educate, empower and mentor women of color in the accounting and finance profession. Nefertiti serves on several boards including the Inland Empire Community Foundation based in Riverside California, which services Riverside and San Bernardino County. She chairs two committees the Grants Committee and the Women’s Giving Fund and currently serves as Vice Chair of the Board. She also serves on two education foundation boards, Cal State San Bernardino, and the Chaffey College Foundation boards. She serves as Vice President of the Chaffey Foundation Board.
Binti Yost
Principal, KPMG
Binti is a Principal in the Transfer Pricing group of KPMG’s Economic and Valuation Services practice in Los Angeles. Since joining KPMG in 2000, Binti has served some of KPMG’s key FORTUNE 500 clients, including clients in the software, pharmaceutical, automotive, media and entertainment, and consumer products industries both in the United States and the United Kingdom. Before joining the Transfer Pricing group in Los Angeles in 2004, Binti was an assistant manager in KPMG’s Transfer Pricing group in London. Prior to that, Binti spent three years in KPMG’s London Corporate Tax group where she assisted in planning strategies and compliance for a variety of clients in the technology industry. Binti holds a chartered tax advisor qualification from the UK and has a Bachelor of Science degree in Economics from University College, London. Currently serves as the “Employer of Choice” partner in the Los Angeles office where she is responsible for overall employee well-being and engagement. Performed many successful negotiations with the Internal Revenue Service and Her Majesty’s Revenue and Customs and other taxing authorities on a variety of transfer pricing issues including intangible property valuations, cost sharing arrangements as well as management charges. Has provided technical expertise and knowledge to help to several existing clients automate their transfer pricing models and systems, from feasibility/design through final implementation and hand-off. Experience with APAs including managing a multilateral APA among the United Kingdom, the Netherlands, and France as well as several U.S. / Japan APAs. Developed cost-sharing agreements and tax-planning strategies involving the movement of intangible asset ownership and business risk activities between related parties in various tax jurisdictions. Performed value chain analyses to assist with supply-chain restructuring. Led many global documentation projects that involved coordination with various foreign offices of KPMG, including a significant global documentation project for a FORTUNE 100 client. Performed worldwide economic profitability analyses and intangible asset and business risk valuations for various multinational corporations. Performed extensive financial and functional analyses of multinational firms’ business operations in both the United States and foreign jurisdictions. Led a large cross-functional team (30 plus people) during a restatement process covering several years.
Amanda Pullinger
CEO, 100 Women in Finance
Ms. Pullinger is the Chief Executive Officer of 100 Women in Finance. She leads a staff team and provides direction to 500 volunteer practitioners globally. The organization, which has registered members in 31 locations, is focused on empowering women in the finance industry and inspiring the next generation of pre-career young women. Ms. Pullinger is a former principal of Aquamarine Capital Management, where she was responsible, over a period of seven years, for managing marketing, investor relations and back office administration for two private investment funds. Ms. Pullinger is Chair and Non Executive Director of the Board of FlyPlymouth, based in Plymouth, UK. She also serves on the Board of the HALO Trust (USA) and as a Director on the Oxford University Alumni Board. She is Vice Chair of the Women’s Network Forum and an Advisory Board Member of the Harambe Entrepreneur Alliance (Harambe). Previously, she served as Chairman of the Board of The HALO Trust (www.halotrust.org) and served on the Board of Langone NYU Cancer Institute. She was on the founding Board of 100 Women in Finance, serving as its President for two years. She is a member of the British Academy of Film and Television Arts (BAFTA) and a Fellow of the Royal Society of Arts. Ms. Pullinger graduated from Brasenose College, Oxford University in 1987 with an Honours Degree in Modern History. She earned an MBA from La Salle University, Philadelphia, in 1998, and received the Academic Award for MBA student of the year as well as the Beta Gamma Sigma designation.
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ABOUT
KPMG LLP
KPMG LLP is the U.S. firm of the KPMG global organization of independent professional services firms providing Audit, Tax and Advisory services. The KPMG global organization operates in 147 countries and territories and has more than 219,000 people working in member firms around the world. Tracing its origin back to 1897, KPMG is a firm with a rich history of doing great work and making a difference. Individually and as a firm, we inspire confidence and empower change in so many different ways. We truly believe that everyone is here for a purpose. Whether our purpose is to serve our clients directly or to help those who do, we all contribute to the bigger picture. We have always been driven by our Values and we do what matters for our clients, communities and the world. Our high performing people mobilize around our clients, using our expertise and insight to deliver informed perspectives and clear solutions that our clients and stakeholders value. Our client focus, commitment to excellence, global mindset, and consistent delivery build trusted relationships that are at the core of our business and reputation.
100 Women in Finance
100 Women in Finance strengthens the global finance industry by empowering women to achieve their professional potential at each career stage. Its members inspire, equip and advocate for a new generation of industry leadership, in which women and men serve as investment professionals and executives, equal in achievement and impact. Through Education, Peer Engagement and Impact, the organization furthers the progress of women who have chosen finance as a career, and enables their positive influence over pre-career young women.
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