View the Digital Program Here to Learn More About the Panelists and Our Sponsors

WELCOME WELCOME TO THE ISENBERG INCLUSIVE LEADERSHIP VIRTUAL SERIES!

The goal of this conference is to provide students with the tools, content, and networking opportunities to better understand the importance of diversity, and to help them learn the skills and capabilities of inclusive leadership. We are happy to be able to offer this event fully online this year, and we’re excited to be able to invite our extended community members in graduate programs and our alumni. Even though the focus of the event is to introduce our undergraduate students to topics in diversity, equity, and inclusion, the content being shared is also incredibly valuable to anyone in today’s workforce. I would like to thank EY as our premier partnering sponsoring once again this year. Their work in the DE&I space is truly admirable and we feel fortunate to have their experts in this area working with us this week. I would also like to thank all our sponsors for their contributions that make the entire event possible and for providing our students with cash prizes and scholarship opportunities. Finally, this event would not be possible without the support of Isenberg and our ILVS planning committee: Erin Messier, Assistant Director of Development; Molly O’Mara, Associate Director for External Relations, Berthiaume Center for Entrepreneurship; Christyn Fagan, Associate Director of Communications; and Ruth Hanselman, MBA Fellow. Thank you, Dean Massey, for making inclusive leadership education one of your top priorities at Isenberg. I hope you find value in this event and take pride in becoming a more inclusive leader.

Stay well, Alaina Macaulay Director of Diversity and Inclusion Isenberg School of Management University of Massachusetts Amherst

2 SPONSORS

Keynote Speech Presented by EY Kick-Off to the Case Competition Inclusive Leadership During Times of Crisis — Leaders in organizations are tasked with many duties and responsibilities to serve both their organizations and their teams. During our current pandemic, great leadership necessitates intentional, revolutionary, and constant consideration of the diversity and inclusion landscape of your team and the larger organization. Learn about how great leaders prioritize this important work and navigate the challenges they have faced practicing inclusive leadership. TUESDAY

Intersectional Allyship: Supporting Diverse Identities as a Member of the Dominant Group — Our demographic, social, and cultural identities are complex, and each of us experiences moments in our professional lives where we feel as though we are a member of the dominant group. Recognizing the complexity of our own identities, how can we use these moments to make our organizations more equitable and inclusive? What does allyship look like and how can we manage and improve our workplace cultures when we are great allies? WEDNESDAY

Anti-Racist Leaders and Organizations — As our world faced challenges and was met with a “new normal” due to the COVID-19 pandemic, the United States took center stage for another crisis. #BlackLivesMatter first originated in 2015, but the movement has again picked up traction as the nation calls for reconciliation and action against forms of systemic racism and injustice. As protestors spoke out demanding reform, many businesses and leaders spoke out publicly about ways in which they would combat such systems in their own organizations. This panel will discuss ways in which we can become anti-racist leaders, so we can continue to be the change in the organizations we are a part of. THURSDAY

Young Alum Panel: Navigating a Changing Work Culture — As young people in organizations, the imperative to prioritize diversity and inclusion work is critical but the path to doing so is not always clear. Hear from recent graduates of Isenberg about how they are navigating impacting and interacting with the diversity and inclusion landscape of their organizations while living through some of the most challenging times in our history. FRIDAY

Company Information Sessions

4 Our differences fuel our insights.

Including different perspectives enables us to give our clients the most unique solutions for their growing businesses.

Experience the power of being understood. Find out more at rsmus.com

RSM US LLP is the U.S. member firm of RSM International, a global network of independent audit, tax and consulting firms. Visit rsmus.com /aboutus for more information regarding RSM US LLP and RSM International. MEET THE PANELISTS KEYNOTE | MODERATED BY ALAINA MACAULAY, DIRECTOR OF DIVERSITY AND INCLUSION AT ISENBERG

Michelle Jenkins — Sr. Manager, Global Compliance and Reporting, EY Michelle has 14 years of experience with EY serving public and private accounts across various industries including retail and consumer products, technology, and transportation. She has primarily served on assurance engagements, reviewing and auditing the income tax provision for large multinational corporations. Additionally, Michelle has coordinated global tax services for her clients including federal, state and international tax planning, tax accounting, acquisitions, restructuring, incentives, tax compliance and more. Michelle is very focused on understanding the client’s business needs and aligning the right resources and technical abilities to bring value to her clients. Over the last two years, Michelle has been working on the execution and implementation of a global transformation effort primarily supporting Americas Corporate Income Tax and the Global Tax Provision workstreams. Michelle received a Bachelor of Business Administration in Accounting from Baylor University and a Master’s in Accounting and Information Management at the University of Texas at Dallas. Michelle is a Certified Public Accountant in Texas. She is a board member of the All Stars Project of Dallas and participates in a number of community organizations such as Junior Achievement, EY Ambassadors, One Refugee, and other mentorship programs. Michelle enjoys baking and riding bicycles with her daughter. She also enjoys traveling (pre-Covid) and watching virtual concerts. Guest Speaker: Hao Nguyen, Assistant Director, Tax Global Compliance and Reporting, EY Hao serves as an Assistant Director in EY’s Global Tax Reporting group. EY is one of the world’s leading professional services organizations with more than 300,000 professionals worldwide. Hao has more than twenty years of business experience in a high- performance environment. Her career encompasses a broad range of assignments in EY’s Finance, Talent, and Global Tax Reporting organizations. Throughout her career, Hao has been committed to providing long-term value by bringing the whole of the EY organization to helping client-serving professionals navigate extreme volatility and provide exceptional client service. Hao graduated with a Bachelor of Science degree in Economics from DePaul University in Chicago. She is active in EY’s Aspire Leadership program and is currently a mentor in the Big Brothers Big Sisters youth organization in Chicago. 6 INCLUSIVE LEADERSHIP DURING TIMES OF CRISIS | MODERATED BY NICOLE MELTON, ASSOCIATE DEPARTMENT CHAIR & ASSOCIATE PROFESSOR OF SPORT MANAGEMENT AT ISENBERG

Reese Blair — Audit & Assurance Partner, Deloitte Reese Blair is an Audit & Assurance Partner in Deloitte’s Investment Management Services group who has supervised, managed, and directed audits and other attestation services for a wide variety of clients in the financial services industry. He brings more than twenty years of experience focused on the audits of closed and open-end mutual funds, broker-dealers, investment advisers, as well as alternative investment funds, including fund-of-funds, hedge funds and private equity funds, where he specializes in valuation, derivatives, and internal controls testing. He facilitates several industry-specific, and inclusion focused, trainings each year for both clients as well as employees of the firm. He is the Diversity, Equity & Inclusion Leader within Deloitte’s Greater Philadelphia office where he focuses on promoting an inclusive culture in which firm employees and external stakeholders collaborate on professional development, recruiting and community engagement initiatives. Reese is also the Partner Champion for Deloitte Greater Philadelphia’s focus on education, specifically influencing college and career success. He has been a mentor to many young people, including through the firm’s signature Deloitte Academy program. Reese is a member of the Greater Philadelphia Chamber of Commerce’s Education & Talent Action Team. Reese also serves on the Executive Committee of Temple University’s Accounting Circle, comprised of business and community leaders throughout the Greater Philadelphia marketplace who provide support and industry insights to the Department of Accounting at the Fox School of Business. Reese has a BS in accountancy from Saint Joseph’s To see the University and is a Certified Public Accountant and has been included on numerous Deloitte leadership councils for his dedication to and big picture quality performance within the profession. He serves as the Co-Chair of the Audit Committee for inclusion is the National Association of Securities Professionals and also serves on the board of the PICPA our focus Foundation. Alonia Carey — Senior Tax Manager, Real At KPMG, we are committed to building a diverse workforce. We believe in our Estate Practice, KPMG culture that strives for equity and values the unique experiences and qualities essential to leadership, innovation, Alonia Carey is a Senior Tax Manager in the and success. We achieve this goal by providing valuable career opportunities Real Estate practice at KPMG US in Stamford, for everyone. Connecticut. In her role, she is responsible See how you can develop a great career. Visit kpmgcampus.com and connect with for managing tax compliance and consulting a KPMG recruiter. engagements for real estate clients and assisting on technical matters regarding Real Estate Your Career. Inspired. Investment Trust. She serves as a committee member of KPMG’s African American Business 7 Resource Group focusing on the marketplace. In the past, she served as the Co- Chair of KPMG New York’s African American Network. Alonia began her professional career in Dallas, Texas, at Ernst & Young in 2008. During her time in Dallas, she served as the Chair of the Black Professional Network of Ernst & Young’s Dallas and Fort Worth offices, an Ambassador to United Way, a member of Junior League Dallas, a volunteer with Junior Achievement, and Chair of Membership for the National Association of Black Accountants – Dallas/Fort Worth Chapters. She’s also a supporter of the American Lung Association and American Heart Association. Alonia earned her Bachelor’s degree in Accounting from Millsaps College in Jackson, Mississippi. She earned her Master’s degree in Taxation from Southern Methodist University in Dallas, Texas. She is a Certified Public Accountant in Connecticut and a member of the National Association of Black Accountants – New York. Maggie Connor— Director of Sales Strategy, Dell Technologies Maggie Connor is Director of Sales Strategy for Dell Technologies Select Global Transformation team based out of Massachusetts. Prior to her role, she managed the Dell Technologies relationship for Virtustream, a cloud company, focusing on aligning the Dell and Virtustream sales teams. She has been with Virtustream since February 2017. She is a mother of 2 boys, 6 and 8, very active in her community, coaching her boys sports team, and she also is active in the Foundation for the Faces of Children non- profit focusing on alleviating the heartaches and celebrating the strengths of children born with cleft lip and palate. Elaine Florentino — Assurance Manager, Asset & Wealth Management, PwC Elaine is a first generation American, who is led by the values of hard-work, care and respect instilled by her family. In her role as an Assurance Manager in PwC’s Asset & Wealth Management practice, Elaine makes these values come alive for her clients and teams. Elaine has worked on a wide range of issues impacting registered and unregistered investment advisers, venture capital, collective funds, and fund-of-funds. Elaine’s BNY Mellon: Our Diversity dedication to understanding complexity and Commitment solving problems has positioned her to support her clients in solving accounting, operational and reporting issues, including valuation of private "Developing the next generation of leaders who can improve lives through investing drives our commitment to attract, develop and investments. advance the best talent." Yau Cheng- Global Head of Diversity & Inclusion Elaine’s values of care and respect have motivated At BNY Mellon, we define diversity as the differences that inform our individual perspectives and enable us to make unique contributions. We define inclusion as her to be a catalyst for change in the advancement establishing and maintaining a workplace culture where all employees feel valued and of equity and inclusion. At PwC, she is a member respected and are given the opportunity to contribute to their fullest potential. For additional information and/or to apply to one of our offered early career talent of the Diversity & Inclusion Staff Council that programs, please visit our campus careers page at www.bnymellon.com/campus. reports directly to PwC’s US Chairman & CEO. We believe diverse perspectives fuel transformation. Individuals of all backgrounds including female, Asian, Black or African American, Hispanic or Latino, two or more races, LGBTQ+, military veterans and students with disabilities are encouraged to participate. BNY Mellon is an Equal Employment Opportunity / Affirmative Action Employer. 8 The council sets out to find scalable solutions to advance parity goals across the firm. Elaine is also a leader in the firm’s Latino Inclusion Network, where she supports the retention and advancement of Latinx members of the PwC Northeast market through recruiting, professional development, and community impact. As mother to a child on the Autism Spectrum, Elaine believes that everyone is entitled to the tools necessary to reach their maximum potential. Elaine continues to educate herself and others in ways to be better advocates for people with disabilities both in the workplace and our society in general. Guided by her love of family, Elaine’s most cherished times are spent supporting all her son’s interests including trains and technology. You can find Elaine and her son riding different United States subway systems, and most recently offering tech support to friends and family for all their Apple devices. Elaine is a licensed CPA in Massachusetts and a member of the Massachusetts Society of CPAs. Erika Grimes — Senior Manager, Financial Services Organization, EY Erika is a senior manager in Ernst and Young’s Financial Services Organization – Wealth and Asset Management practice with more than 8 years of experience in the financial services industry serving large asset management clients. She is the chief of staff for the New England Financial Services Office Diversity and Inclusiveness Council and serves as a member of the Executive Committee of the New England Professional Women’s Network. As part of these roles, Erika has led initiatives and events to promote and preserve inclusive leadership and foster a sense of belonging for all at EY. Erika has a BBA in Accounting and Information Technology from the University of Massachusetts, Amherst. She is a CPA licensed in Massachusetts and a CFA® charterholder. She is a member of the AICPA, the Massachusetts Society of CPAs, CFA Institute and CFA Society Boston. Jennifer Hoffman — Partner, Audit Leader, Higher Education & NFP Practice and East Region Diversity & Inclusion Leader, Grant Thornton Jennifer is the leader of Grant Thornton’s National Higher Education and Not-for-Profit Audit Practice. She joined Grant Thornton in September 2003 after spending seven years at a Big Six firm. Jennifer has 25 years of experience serving clients in the Higher Education and Not-for-Profit sector and brings a variety of experience and skills to her clients. Her clients have included the Ford Foundation, Barnard College, Cold Spring Harbor Laboratory, Adelphi University, National Audubon Society, Girl Scouts of the USA and St. George’s University to name a few. She also serves as the engagement partner and subject matter specialist on many of our not-for-profit clients’ related benefit plan engagements. She is a frequent speaker at external industry events both nationally and locally, as well as at Grant Thornton’s Higher Education and Not-for- Profit industry seminars and training sessions. Additionally, Jennifer serves as Grant Thornton’s East Region leader of our Diversity, Equity & Inclusion initiative. Jennifer graduated from the University at Albany where she received a B.S. degree in Accounting in 1995.

9 INTERSECTIONAL ALLYSHIP: SUPPORTING DIVERSE IDENTITIES AS A MEMBER OF THE DOMINANT GROUP | MODERATED BY MICHELE EQUALE MBA ’13, END TO END PROCESS OWNER LEAD, MASSMUTUAL

Michael Duttlinger — Senior Manager, Financial Statement Assurance Services, EY Michael joined EY in 2009. He is a Senior Manager within EY’s Financial Statement Assurance Services organization and focuses on the Clean Technology and Life Sciences sectors. Michael is an executive board member of Unity, New England Chapter, EY’s LGBT+ employee resource group. As part of this role, he supports EY’s LGBT+ inclusiveness efforts internally and within the market place throughout the New England region. He takes pride in creating a welcoming community for all LGBT+ members of the EY family and providing Allies and Advocates tools, resources and actionable items to further LGBT+ inclusion. Michael co-facilitated EY’s inaugural march in the Boston Pride Parade as well as collaborated and advised international organizations on the commencement and revival of their LGBT+ employee resource groups. Michael has also served on Unity’s National Steering Committee to support EY’s LGBT+ inclusiveness efforts throughout the US. In a world of multi-dimensional identities, Michael engages with local, regional and national leaders and other employee resource groups to foster EY’s mission – building a better a working world – through the continuous building of a culture that embraces diversity and inclusiveness and values diverse perspectives. Mindy Eichler — Recruiting Manager, BDO After starting with the KPMG assurance practice, Mindy transitioned to recruiting, and spent 9 years with agencies in Boston (Kforce for 8 years, 1 year with a small agency). She opened her own agency in 2010, focused on accounting, audit, tax, & finance positions, and operated it until the end of 2017, when she joined the Boston Consulting Group, as a contract Recruiting Manager. Mindy loved internal recruiting,

#BuildingCFOTalent jobs.dell.com/talent-network

Why top talent chooses Dell Technologies We are committed to offering you a fulfilling career and a fulfilling life. Just as we push the boundaries of technology to support our customers, we want to push the boundaries to support our people. We are grounded in our drive to deliver technology and expertise that not only helps people succeed, but that pushes the realm of what is possible.

Achievement Connection Balance Empowering you to innovate at every Fostering a respectful, inclusive Providing the stability, resources and turn, to make your impact on the culture committed to do the right thing flexibility for you to do your best work world and your future for our customers, our planet and you

• Agile, innovative thinkers, eager to learn Who are we looking for? Each semester has a different finance or operations concentration and About the Finance Ideal candidates for this program are: Dell is looking for individuals to gain: provides technical and soft skills training.

• Driven, self-starting undergraduates; less • An accelerated career path Development Program • Semester 1: than 12 months work experience • Technical and operational finance knowledge Finance, Operations & Accounting The Finance Development Program (FDP) gives • Pursuing a career in finance or operations foundations entry-level undergraduates an opportunity to • Leadership and problem-solving capabilities • Semester 2: launch their careers while gaining insight and • Minimum cumulative GPA of 3.4 or • Controllership experience experience in a variety of financial, operational and Advanced business concepts & build equivalent critical thinking analytical areas. Program Curriculum • Relevant internship experience, with Dell • Semester 3: The program consists of four different six-month preferred FDP consists of structured curriculum with Virtual teaming & business simulation rotational assignments, along with a classroom-style learning in regional forums comprehensive training curriculum to build solid • Interest in expanding global experience • Semester 4: during Year 1 and global virtual team projects business skills. Auditing & business project • Analytical and problem-solving mindset during Year 2. FDP locations span across the globe. Primary intake for FDP: through the CFO Internship Program Some experiences include: • Development sessions and workshops • Leadership opportunities Explore Apply for a job. Submit your profile. Start your search. Create and submit a complete candidate • International rotations for top performers When you find a role that interests Visit jobs.dell.com and profile. This will help you10 find the best other you, click the “Apply Now” button search for open positions. fit, and will allow our recruiters to track • Networking and exposure to executives on the description page. opportunities 1 2 3 progress and make contact with you. Internal Use - Confidential and, in May 2018, started with BDO, as a Recruiting Manager, working with experienced assurance, ITAudit/ SOC and tax hires in the Boston office. She strives to learn how to be an effective ally, gaining an understanding of various personal and cultural experiences, and how to help, in both the workplace, and community. Mindy graduated from Isenberg as an accounting major in 1999. Dan O’Brien — Director of Learning and Professional Development, RSM Dan has been a member of the RSM since August 2004 and currently serves as a RSM fellow for the CEO Action for Racial Equity Fellowship. In November of 2017, he transitioned into the national leader of talent development and is a member of the national Learning and Development team. He has led various RSM enterprise talent-centric strategic priorities focused on coaching and mentorship, new hire onboarding and industry organizational alignment. He is a member of the firm’s talent organization and previously served as the National Director of Learning and Development for Industry. Hailing from northeastern, Pennsylvania, Dan is a graduate from Loyola University Maryland where he obtained his Bachelor of Business Administration in 1999. He completed his SPHR certification in January 2011 and SHRM-SCP certification in July 2018. He is an active member of the Society for Human Resources Management and Chesapeake Human Resources Association. Active in the RSM’s diversity and inclusion strategy, he currently serves as the national leader of the Generations Employee Network Group. In October 2020, he became a fellow in the CEO Action for Racial Equity Fellowship which provides the opportunity for CEO Action signatories to advance societal racial equity through public policy. Erin Shea — SALT National Compliance Tools Manager, Grant Thornton Erin is a seasoned practitioner focused on serving clients within the firm’s State and Local Income/Franchise Tax Services. Erin serves as the firm’s SALT National Compliance Tools Manager, overseeing the yearly maintenance and updates to the firm compliance tools. Erin is also one of the firm’s SALT INDUS Liaisons in which she helps facilitate the working relationship between the US team and the team at the firm’s shared service center. Erin has been servicing clients as a State and Local Tax professional within the Income Franchise tax group for over 5 years. Erin’s main focus for the past several years has been state operating partnership compliance but also has extensive experience working on C-corporation compliance and state and local income tax consulting. 11 Paul Toms — VP of Pricing and Partner Software at STATUS QUO IS ONE OF MANY. Wayfair.com Paul Toms leads a number of functions within Wayfair’s merchandising organization, including Pricing, Partner Home, Perigold, and Wayfair Canada. Paul has been at Wayfair since 2007 and most recently was the head of our Specialty Retail Brands, where he was a founding member of Perigold. He has also held management roles in Business Intelligence and Marketing. Paul has served as the executive sponsor for WayBlack, the Status Go™ official Employee Resource Group for Wayfairians IS ONEONONE. who identify as Black, African Ready for an approach that’s as American, African, Caribbean, unique as it is personal? or Caribbean-American etc., Welcome to Status Go. since 2019. Paul graduated from gt.com/careers Boston University with a B.A. in

“Grant Thornton” refers to Grant Thornton LLP, the U.S. member fi rm of Grant Thornton International Ltd (GTIL), and/or refers to the brand under which Economics and lives in Boston the independent network of GTIL member firms provide services to their clients, as the context requires. GTIL and each of its member firms are not a worldwide partnership and are not liable for one another’s acts or omissions. In the United States, visit grantthornton.com for details. © 2019 Grant with his wife and their two sons. Thornton LLP | All rights reserved | U.S. member firm of Grant Thornton International Ltd

You can take up space or you can define it.

We’re always looking for people with the relentless energy to drive and push themselves further. To find new avenues and unique ways to reach our shared goals. At Deloitte, we know that being the undisputed leader means empowering our people to be the very best they can be—so they can make an impact that matters for our clients. What impact will you make? careers.deloitte.com

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Copyright © 2020 Deloitte Development LLC. All rights reserved. ANTI-RACIST LEADERS AND ORGANIZATIONS | MODERATED BY NEFERTITI WALKER, INTERIM VICE CHANCELLOR FOR DIVERSITY, EQUITY, AND INCLUSION, CHIEF DIVERSITY OFFICER, UMASS AMHERST

Reese Blair — Partner, Audit & Assurance, Deloitte Reese Blair is an Audit & Assurance Partner in Deloitte’s Investment Management Services group who has supervised, managed, and directed audits and other attestation services for a wide variety of clients in the financial services industry. He brings more than twenty years of experience focused on the audits of closed and open-end mutual funds, broker-dealers, investment advisers, as well as alternative investment funds, including fund-of-funds, hedge funds and private equity funds, where he specializes in valuation, derivatives, and internal controls testing. He facilitates several industry- specific, and inclusion focused, trainings each year for both clients as well as employees of the firm. He is the Diversity, Equity & Inclusion Leader within Deloitte’s Greater Philadelphia office where he focuses on promoting an inclusive culture in which firm employees and external stakeholders collaborate on professional development, recruiting and community engagement initiatives. Reese is also the Partner Champion for Deloitte Greater Philadelphia’s focus on education, specifically influencing college and career success. He has been a mentor to many young people, including through the firm’s signature Deloitte Academy program. Reese is a member of the Greater Philadelphia Chamber of Commerce’s Education & Talent Action Team. Reese also serves on the Executive Committee of Temple University’s Accounting Circle, comprised of business and community leaders throughout the Greater Philadelphia marketplace who provide support and industry insights to the Department of Accounting at the Fox School of Business. Reese has a BS in accountancy from Saint Joseph’s University and is a Certified Public Accountant and has been included on numerous Deloitte leadership councils for his dedication to and quality performance within the profession. He serves as the Co-Chair of the Audit Committee for the National Association of Securities Professionals and also serves on the board of the PICPA Foundation. Patty Dingle — Head of Diversity and Inclusion, Americas, BNY Mellon As Head of Diversity and Inclusion, Americas at BNY Mellon, Patty is responsible for leading the region’s engagement in our global diversity and inclusion (D&I) strategy, ensuring D&I is integrated into business and client initiatives, and overseeing our partner network to optimize a diverse talent pipeline and professional development opportunities and outcomes. Patty works closely with senior leaders and our Employee and Business Resource Groups as we accelerate our focus and actions supporting underrepresented talent, including Black and Latinx. Prior to joining BNY Mellon, Patty was with Visa, where she focused on similar initiatives and played an integral part in designing an underrepresented talent strategy, including standing up the company’s first Black Executive Council. She also designed and launched Inclusive Leadership training for people managers. Patty’s prior experience includes designing and facilitating Diversity and Cultural Competence training and implementing the Executive Diversity Council, chaired by the CEO, at CSAA Insurance Group. Patty began her career as a producer for ABC 7 network television and later served as the Promotion Director for KTSF 26, the leading television station for the Asian 13 Regardless of title or tenure, everyone at Wayfair works towards achieving the same goals. We’re highly collaborative, customer-centric, and focused on results. We’re empowered to take smart risks, embrace ownership, and grow personally and professionally. We know that our unique perspectives make us smarter, stronger, and set up for success. We value and rely on the collective voices of our community to help us build a better Wayfair. Every voice, every perspective matters. Come on in... our home is filled with great people.

To apply, visit the UMass Amherst Online job board or www.wayfairstudentcareers.com

community in the Bay Area. She holds a degree in Broadcast Communications from San Francisco State University and an MBA from Brandman University. “ The more diverse our backgrounds, the deeper A Seaside, California native, Patty currently serves on the advisory board of Self- our insights.” eSTEM, a non-profit organization dedicated to creating a sustainable supply of underrepresented minority women leaders who are recognized as top talent in People who know, know BDO.SM science, technology, engineering and mathematics (STEM) fields. Tony C. Jordan — Partner & Americas Forensics Leader, EY Tony is a partner at EY and currently serves as the Americas Forensics Leader. In this role, he is responsible for all Forensic & Integrity Services EY offers to clients in the Americas Area. Tony holds a wide range and variety of experience in Forensics, Compliance, Governance and Integrity consulting services. Tony is an EY boomerang, having started his career as an auditor at EY in 1995, leaving the firm for a number of Michael Poirier Audit Ofﬁ ce Managing Partner years, and returning in 2014 to be the Forensics leader for 617-456-2404 / [email protected] the Boston office. In between, he worked in Forensics at

Matthew Dyment other Big 4 Firms and was a partner at a boutique forensic Tax Ofﬁ ce Managing Principal accounting firm. Additionally, Tony spent time in the 617-239-4130 / [email protected] Enforcement Division of the U.S. Securities and Exchange BDO USA, LLP Commission, where he served as the Accounting Branch One International Place, Boston, MA 02110 Chief for the SEC’s Boston Regional Office. Accountants and Advisors www.bdo.com

© 2020 BDO USA, LLP. All rights reserved. 14 Tony holds a BBA in Accounting from the University of Massachusetts, Amherst, where he is still active as an Accounting Advisory Council member and numerous other activities. He is a Certified Public Accountant (CPA) in the Commonwealth of Massachusetts and holds the Certified in Financial Forensics (CFF) credential from the AICPA. Brendan Pommills — Director & Chief of Staff, Global Supply Chain Operations, Wayfair Brendan Pommills is an accomplished eCommerce Lean Six Sigma process improvement leader in areas of Supply Chain, Merchandising, Customer Experience, Marketing and Operations Management. He is currently Director & Chief of Staff for Global Supply Chain Operations at Wayfair, the world’s largest eCommerce retailer for home goods & services. Over the past 5 years with the company he’s held a number of formative leadership roles as the business has scaled up to $16B in sales, including Head of Freight Services, Head of Operations for Fulfillment Services, PMO, Returns, Head of COVID Rapid Response programs, and much more. Prior to Wayfair, Brendan held various leadership roles at Staples, Inc - including Supply Chain, eCommerce, Supplier Management, Retail Stores and more. Brendan graduated from University of Hartford with a Bachelor’s degree in Leadership & Operations Management, along with various Lean & Six Sigma certifications. He currently resides in Cape Cod, MA and is a native of Shelton, CT. Tracey Walker, CCD-AP — National Senior Director of Government Affairs and Culture, Diversity and Inclusion, RSM As a leader of the 100-year-old RSM’s Culture, Diversity and Inclusion (CDI) programming, Tracey is responsible for the workplace, workforce, marketplace and community objectives. This includes 12 Employee Network Groups (ENG), the ENG Council and the governing Inclusion Council driving inclusion policies at the executive level, across the enterprise. She designs the firm’s inclusive Learning and Professional Development (LPD) with over 15 original courses such as Unconscious Bias, Managing Bias, Inclusive Leadership and Leadership Dexterity. She leads the firm’s supplier diversity and disadvantaged business partner programs, diverse professional organization sponsorship and the CDI Impact Fund for charitable partnerships. She drives the training of leaders in the delivery of inclusive client and talent experience efforts across the $2 billion RSM enterprise. Tracey is a Diversity, Equity and Inclusion (DEI) subject-matter expert and leads D&I advisory services for RSM clients delivering inclusion compliance, D&I implementation and infrastructure. She presents lectures for business schools and trade organizations such as Indiana University Kelley School of Business, American Apparel and Fashion Association (AAFA), the American Institute of Certified Public Accountants (AICPA), the International Federation of Accountants (IFAC) and the RSM International conferences in Berlin and Beijing. She is certified in Diversity and Inclusion as an Advanced Practitioner from the Cornell University School of Industrial and Labor Relations (ILR) and completed her graduate work with honors at the Harvard Business School in Organizational Behavior. Tracey was named the 100 Most Influential Women in Diversity and Inclusion (2020) by Diversity MBA. She was appointed Founding Chair of the Council for the Advancement of Women by the AGA, Association of Government Accountants (2020). She was named to the Top 50 Elite Executives in Diversity and Inclusion (2018). She received the Women Leaders in Consulting award from Consulting Magazine (2017). 15 YOUNG ALUMNI: NAVIGATING A CHANGING WORK CULTURE | TRINITY MONTERO, ISENBERG CLASS OF 2021

Rondale Davis — Senior, Management Consulting, RSM US LLP Rondale Davis provides Project Management Consulting to a variety of clients in various industries including technology, retail, consumer products, and entertainment. In his current role as an Enterprise Project Manager, Rondale delivers organizational support through project management to clients with revenues in excess of $ 1 billion. He ensures that clients meet set deadlines across different business departments and various work streams, all while keeping client executives and overseers up to date with status reports. He has experience teaming and collaborating with clients that have business entities based both domestic and abroad, which gives him the experience of coordinating meetings with teams that are based in different time zones. Rondale has a CPA license and has practiced tax accounting for 5 year prior to being a career in Management Consulting in 2019. His finance and accounting background allows for additional support to be provided to the client. He has worked in various industries for clients with annual revenues in excess of ten billion, and formerly worked for the big four accounting firm EY. He has tax experience with a variety of public sector entities. He is currently pursuing an MBA, with the goal of attending a top ten business school. Imani (Mani) Erickson — Associate Planner, TJX Companies, Inc. Mani interned with TJX in 2015, started full time in summer 2016, worked as an Allocation Analyst through Senior Allocation Analyst in Marshalls Gourmet Food & Housewares, began as Associate Planner in Beauty Accessories & Fitness in March 2019. Joined the Planning & Allocation I&D Committee in June 2020. Sustainability within Diversity and Inclusion is her main area of interest. With everything that happened in our country back in May and the solidarity that various companies were showing, she was inspired that powerful corporations with influence were taking a stand, but at the same time I was also passionate that this stance was not just a moment in time. Mani is interested in the work that companies can continue to do with promoting inclusion and diversity within and specifically the longevity of doing so. At TJX, the Sustainability Subcommittee has already taken some tangible steps towards furthering I&D and it has been extremely motivating to see and to be a part of! Laurie Kamenetsky — Program Manager, Global Dell Technologies Laurie Kamenetsky is a Program Manager for the Global Dell Technologies Select Sales organization, driving sales strategy and go-to-market initiatives. Prior to her role, she graduated from a competitive three-year Finance and Operations rotational program at Dell. She has been with Dell since 2015. In every role at Dell, Laurie focuses on solving complex challenges and driving cross-functional stakeholder engagement to improve employee experience and sales productivity. She is actively engaged in the Interfaith and Women in Action Employee Resource Groups at Dell. When not working, Laurie fundraises and organizes an international summer camp for children with PTSD. 16 Ta-Von Wilson — Commercial Assurance Practice Manager, EY Ta-Von Wilson began his career at EY as a Horizon intern in the McLean, VA office in 2011. Today he’s a Manager within the Commercial Assurance Practice focused on Internal Control over Financial reporting Audits and taking his private clients public. Ta-Von works exclusively in the life science and technology sector. A natural diplomat and leader, Ta-Von enjoys –working one-on-one with client teams, putting out fires and helping new staff transition into EY on their first client engagements. Ta-Von has been involved with NABA for eight years, and a founding president of his alma mater’s chapter. Ta-Von recently was the co-director of the DC Metro NABA chapter’s Student Member Services Committee. Additionally, he is the immediate past co-chair of the NABA Relations committee within the Greater Washington Black Professional Network and Recruiting and Retention committee. He is also is the Greater Washington Black Professional Network liaison for the Northeast Recruiting Diversity and Inclusiveness group. As a result of his extensive involvement in accounting professional associations and as a frequent delegate at related conferences, Ta-Von has built an extensive network of industry leaders and experts which he leverages in his current role as advisor of the EY Unplugged Committee of Greater Washington, an affinity group for minorities at staff and senior levels. At EY Unplugged, Ta-Von is instrumental in securing speakers to provide career and personal development workshops and providing group members with resources and connection through networking events that are critical to their success and well-being. He gardens, reads, plays piano and video games and is an avid golfer. Ta-Von is a CPA licensed in the state of Virginia, and a graduate with a bachelor’s degree in Accounting from the Isenberg School of Management at the University of Massachusetts Amherst. Ta-Von lives in McLean, VA and invites you to join his professional network on LinkedIn and welcomes your emails at [email protected].