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Dear Accountant

S5 E3. How to Build an Impactful Business Empire with WFG Executive Chairwoman, Penney Ooi

Jun 16, 2022

*Earn free CPE credit for listening to this episode! Visit EarmarkCPE.com to sign up for free!

I am so excited to invite my mentor, Penney Ooi, to chat about how to build an impactful business as an Asian female leader in the wealth management space! She is recognized as the first woman to achieve the highest field...

S5 E2. The best kept secret in Corporate America: The PhD Project

Jun 6, 2022

*Earn free CPE credit for listening to this episode! Visit EarmarkCPE.com to sign up for free!

What does Diversity Equity and Inclusion truly mean? Over 20 years ago, The KPMG Foundation, which invests in business education and volunteering, started a national program called The PhD Project, with the mission to...