Past Accounting & Management Online Speaker Series
Unable to attend the webinar? Don't worry! Links for recorded Zoom meetings will be posted the day after the scheduled event.
To request reasonable disability related accommodations, please contact us at least five (5) business days in advance of the event.
Accounting Focused Webinars
- April 8 at 1:00 PM | Online via Zoom | Payroll & Tax Accounting Event Information
Ronda Shutt, CPA | Mt. SAC | Professor
Ronda Shutt graduated from Chaffey Community College in 2000, earning Associate Degrees in both Accounting and General Education, as one of three Valedictorians. While a student at Chaffey, she also served as an Accounting Tutor. Ronda subsequently transferred to California State University San Bernardino and completed my Bachelor of Science in Business with an emphasis in Accounting. Upon graduation she joined a Ahern, Adcock, & Devlin LLP, a Public Accounting Firm in Riverside, and obtained enough hours and experience to earn her CPA credentials. Ronda tackled her Master’s Degree in Management at the University of Redlands and graduated in 2008.
Ronda recently retired from her position as Vice-President of Payroll Link, Inc (a payroll service bureau in Rancho Cucamonga) where she worked for over 14 years. She also taught accounting courses for several years while working full-time for the payroll company. Ronda wore several hats at the payroll company: Accountant, Controller, Customer Service Manager, Transition Manager, Human Resource Manager, Tax Manager, and ultimately Vice President of Operations. The experiences she encountered in business has allowed her to develop and apply tried and true processes, has given her exposure to a multitude of accounting, payroll and HR questions and concerns, and has allowed her the ability to mentor those entering the fields of accounting and payroll.
Over the years, Ronda's heart was in education, So she returned to her dream job of teaching! Teaching is Ronda's true passion. Knowing that she can help another in any way, brings joy to her heart. Teaching helps her do that. Ronda is an adjunct (part-time) instructor - both at Mt Sac and Chaffey – and she am fully dedicated to serving her students to the best of her ability.
- April 27 at 1:30 PM | Online via Zoom | Financial Planning and Financial AnalysisEvent Information
Kevin Takumi Kurimoto, CFA, CFP, M.S. | K2 Financial Partners | Managing Partner
Even as an undergrad student, Kevin had a strong affinity towards investing. In trying to increase his financial knowledge base, Kevin was led to become a CERTIFIED FINANCIAL PLANNER™ Professional. Kevin loves the problem-solving aspect of the job. It is similar to solving a puzzle since a large portion of the client relationship is understanding “who” is truly sitting across from you – who they are, what they value, and why. From there, the planning aspect of the job involves fitting all those pieces together into a comprehensive plan. Whether that be planning for retirement or a child’s future college, he loves being able to piece together multiple scenarios and help his clients chart the best way forward.
Kevin attended Mt. San Antonio College, Azusa Pacific University, and became a CERTIFIED FINANCIAL PLANNER™ Professional in 2008, an M.S. in 2013, and earned the CFA® certification in 2018. He is an active member of the Accounting and Management Department Advisory Committee and the Financial Advisors Network.
- May 6 at 1:00 PM | Online via Zoom | The CPA: US Taxation and Investment ManagementEvent Information
Ping Choi | Deloitte and Touche, LLP | Partner, Business Taxation Service
Timothy Mundy | Deloitte and Touche, LLP | National Management Partner
Ping Choi has over 20 years of experience in U.S. taxation and has been with Deloitte for over 18 years. Her industry knowledge includes investment management and real estate. Her client experience includes public and private Corporations, operating and investment Partnerships, Real Estate Investment Trusts, UPREITs, Taxable REIT Subsidiaries, S-Corporations and High-Net Worth Individuals where she’s provided tax compliance services and consulting services including, ASC 740 assistance, tax planning and restructuring, structural designs and transactional consultation. Her experience also includes private equity funds, investment advisors, broker-dealers, fund of funds, open and closed-end funds and institutional investors within the investment management industry.
Currently, Ping serves large real estate clients with over $25 billion assets under management.Education & CertificationUniversity of Southern California - Bachelor of Science, Accounting
Ping is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants and California Society of CPAs.
Timothy Mundy has more than 30 years’ of public and private investment management accounting experience, specializing in providing accounting, tax and consulting services to asset management companies. Tim is a National Managing Partner and leads Deloitte’s U.S Firms Private Equity practice which provides assurance and accounting on call services to portfolio companies and the advisors who invest in them. Prior to joining Deloitte in 2001, Tim worked for PFPC Worldwide, Inc, Price Waterhouse LLP and State Street Bank & Trust Co. In addition, as Deloitte’s West Coast Regional Leader of the Investment Management Services Group, Tim is responsible for the coordination and oversight of the regional practice serving asset managers and their products, including mutual funds, and alternative investments, such as hedge funds, private equity/venture funds.Representative Clients Served:
Education & CertificationB.S. Finance, Murray State UniversityM.B.A., Sawyer School of Management, Suffolk UniversityAmerican Institute of Certified Public Accountants (“AICPA”)California Society of CPA’sDelaware Society of CPAsIFRS Certified
- Capital Group Companies
- Bain Capital
- Vista Equity
- PPH Holdings
- April 8 at 1:00 PM | Online via Zoom | Payroll & Tax Accounting
Questions? Contact Brenda Domico | firstname.lastname@example.org
Business Management Focused Webinars
- March 8 at 10:00 AM | Online via Zoom | Supply Chain ManagementEvent Information
Mohib Hamidi | Knock Logistics | Founder & CEO
Mohib Hamidi graduated from UCLA with a degree in Political Science in 2009. In 2016, he started National Career Advancement Institute. At NCAI, their aim is to serve as the bridge between education and vocation. They offer accelerated courses designed to jump start the professional lives of young adults ages 18-24, transitional veterans, and individuals from at-promise communities. In 2019, Mohib founded Knock Logistics who is contracted with Amazon.
- March 15 at 10:00 AM | Online via Zoom | Supply Chain Management Event Information
Mari Bennett | Nationwide Guard Services | Director of Business Development
Mari Bennett came to Nationwide Guard Services with over 20 years of experience in Business Development. Throughout Mari’s career, she has focused on the needs of the client and making their protection plan unique and successful to their business. Educated in Behavioral Sciences, from Northwest University in Washington, Mari went on to co-found a non-profit work in the greater Seattle area helping the under privileged and broken families. Her main role was donor relations and compliance. From there, Mari went on to become the President of North American Sales of SunFX USA in San Diego where she managed over 40 distributors and a sales staff throughout North America and the Caribbean. Mari increased their sales 400% in the first year alone with substantial growth to follow. After joining Nationwide, the company has continued to see growth. Her priority is putting her customer first and customer satisfaction while partnering as an extension of your business. She keeps her team of officers both accountable and passionate for their career at Nationwide while taking her client’s success personally. Dedicated to continual improvement and measuring that with the quality of services provided, Mari is an integral part of the Nationwide team, and continues to work diligently at bringing success to her clients through honesty and transparency.
- April 5 at 10:00 AM | Online via Zoom | Marketing ManagementEvent Information
Sal Ayala | Uniko Biz | CEO & President of IE Regional Chair Hispanic Chamber
Sal Ayala believes any business should have the same core values as a family, and entrepreneurs must find a healthy balance between the two. Sal became an entrepreneur in 1996, when he opened his first insurance brokerage. He has owned and sold insurance brokerages and has owned Allstate agencies for 7 years of his career. In addition, he has also started multiple companies, from real estate and mortgage brokerages to a construction company.
While building the franchise and becoming very involved in the technology and marketing sides of the franchise, Sal discovered his passion for digital marketing and the relation between marketing and technology. Sal owns an Online Digital Marketing world, and loves helping new entrepreneurs energize their ideas as well as helping existing entrepreneurs grow their businesses to the next level.
- June 28 at 5:00 PM | Online via Zoom | Business ManagementEvent Information
Art Oliva | Uniko Biz | CEO & President of IE Regional Chair Hispanic Chamber
Art Oliva possess many successful years in the managerial field. He has obtained a wide range of experience, skills and knowledge that has proven to be invaluable to any company.
Art will deliver an operation to be efficient, cost effective and surpass any expectation. He is eager to learn and to be challenged with an operation and ready to take it head on.
- March 8 at 10:00 AM | Online via Zoom | Supply Chain Management
Questions? Contact Derek Dokter | email@example.com