Ethics: Human Capital Reporting and DEI for Accountants

Course Details


Friday, May 26, 2023

11:30am – 1:30pm (Registration: 3:06am)



Field of Study


CPE Credit

2 hours CPE credit

Level of Knowledge



CPA Crossings




The course provides a concise overview of human capital reporting and Diversity, Equity and Inclusion (DEI) programs - an emerging system of disclosure standards and semi-standards in the United States and around the world. Diversity is the presence of differences within a given setting. Equity is the process of ensuring that processes and programs are impartial, fair and provide equal possible outcomes for every individual. Inclusion is the practice of ensuring that people feel a sense of belonging in the workplace. While individual accountants might differ in their opinions over the relative importance of or even the necessity for DEI initiatives, practitioners are under increasing pressure from regulators, consumers, investors, employees, and other stakeholders to measure and attest to all kinds of human capital data. Participants will walk away with an increased situational awareness of human capital and DEI reporting, and a social governance starter strategy. This can be used immediately to develop a more inclusive internal culture that values differences. It can also help bring together the perspectives of individuals from diverse backgrounds, life experiences, preferences, and beliefs, and improve outcomes for your clients, people, and communities.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.


The major topics that will be covered in this class include:

  • Emerging Human Capital Disclosure Rules
  • DEI Basics
  • Neurodiversity Principles
  • DEI Continuum
  • How a DEI Strategy Contributes to Your Competitive Advantage
  • Diversity Annual Reports: Case Studies and Best Practices
  • Inclusive Hiring Processes
  • Retention and Promotion Equity
  • Pay Gap Issues
  • Diverse Vendor Networks
  • Racial Equity and Brand Messaging
  • Inclusivity Builder Worksheet
  • Inclusive Marketing Toolkit
  • Human Capital Technology Tools
  • Human Capital Resources
  • Human Capital Starter Strategy


After attending this presentation you will be able to...

  • Point at least three ways to improve workforce diversity in the accounting profession
  • Give examples of at least 20 ways to build inclusivity in an accounting organization
  • Summarize at least three key findings from a recent survey of talent diversity in US accounting operations
  • Explain at least five human capital reporting standards
  • Demonstrate at least 10 ways to portray historically marginalized communities in ways that are not harmful or stereotypical

Designed For

Practitioners who want a basic, non-technical understanding of human capital and DEI reporting and how to set themselves up for long-term success in an era of growing demands for social governance disclosures.

Registration for this course has passed.

Course Pricing

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