Join us for a conversation with David Lopez, CPA, PSA, Managing Director of David A. Lopez and Company, LLC, a full-service CPA firm. The national D&I conversation is often centered around workplace culture and employee experience in larger firms and organizations. For small businesses and firms, there are other aspects to be considered such as the diversity of your professional network, client diversity, supplier diversity, and more. David will be joining us to share his experiences and perspectives on how small businesses and minority-owned firms can approach DEI in their organizations. We hope you join the conversation!
Jina is a consultant and speaker on diversity, inclusion, culture, and belonging. She creates training programs and workshops to help clients move forward in their D&I journey. She is a storyteller and speaks candidly about her experiences, hard lessons, and ‘aha’ moments that helped her understand the importance of individuality, the value of curiosity, and the courage it takes to “just” be yourself. Often described as “approachable” and “relatable” by her clients, she works with purpose and the intention of being engaging, practical, and immediately applicable to real-world situations. Jina draws from her unique background and mix of work experiences to offer examples and share insights designed to benefit everyone across the workplace ecosystem – executives, management, employees, and customers.
Previously, she was Principal Consultant at EtiennePartners (EP), a boutique consulting firm that offered a unique strategy development, workshops & coaching to leaders, executives and entrepreneurs. Co-founded with her husband, EP was a full-time partnership in both work and life. Although in different professions, their work often intersected around the importance of self-awareness in leadership and navigating conflict within teams. Combining their experiences, backgrounds, and work led to the development of their unique approach to D&I, which she continues to use in her practice today.
David A. Lopez, CPA is the Managing Director of David A. Lopez and Company, CPAs, a full-service, certified public accounting firm, headquartered in Center City Philadelphia and licensed in the states of Pennsylvania, New Jersey, Georgia, California, and the District of Columbia. David has been servicing clients as a CPA since 1995. As a CPA, David has served as an auditing and accounting advisor, tax planning and preparation specialist, business management consultant, and outsourced chief financial officer for corporations, not-for-profit organizations, and high-net worth individuals.
In regards to the sports and entertainment industry, David provides athletes and entertainers with tax planning guidance, oversight on business ventures that extend beyond the field, court, and arena, safe and secure monthly financial management, and a trusted advisor that can coordinate the client’s full fiscal team.
David serves on various boards in Pennsylvania, has written more than 15 articles for both national and state-wide journals and publications, and has taught various professional continuing education sessions for various CPA organizations.