2022.09.13 PDM

How To Use The CAPE Technique to Build and Maintain a Successful Diversity, Equity and Inclusion Program for Your Company

Many companies are starting or have a DE&I program but struggle with questions like: Where do I start? Have I picked the right goals for the program? Or How do I know it is working? Jason will share from his 25+ years of experience and book, Diversity and Inclusion Matters, to help you answer these questions and more.

Participants will leave knowing:

  • What data to collect
  • How to set DE&I goals and strategies
  • How to do DE&I training to make organizational change

About Jason R Thompson

Jason R Thompson is the VP for DE&I at Western Governors University, a successful author, speaker, and experienced diversity officer. Jason has developed and led award-winning diversity programs in higher education, sports, healthcare, and tech including the US Olympic and Paralympic Committee. He has been quoted by The New York Times, The Washington Post, The Guardian, USA Today, FOX News, and CNN. Jason is known for his practical and outcome-based approach to Diversity, Equity, and Inclusion.

Jason’s book, Diversity and Inclusion Matters: Tactics and Tools to Inspire  Equity and Game-Changing Performance, is a handbook for DE&I professionals, CEOs and HR executives that provides Jason’s clear blueprint and tools for a successful DE&I program.  Jason is the co-founder of CAPE Inclusion, a minority-owned DE&I software solutions company, that was founded based on the CAPE method.

Candor and Communication in the C-Suite

HR professionals can best serve their employers when they are included in important decisions. But some HR professional are better than others at getting a seat at the strategy table?  Can non-sales people (like HR) learn how to sell themselves and their ideas to internal stakeholders?  Attend this session and find out.

About Brian Urie CFP CPFA CRPS

Brian Urie is a retirement plan advisor serving the Intermountain West. He joined Mountain America Investment Services in 2015 and specializes in company retirement plans and retirement planning for business owners.

Urie is a graduate of Weber State University and comes to Mountain America Investment Services with more than 20 years of experience as a financial advisor. Committed to ongoing education, Brian is a board-certified Financial Planner*, a Certified Plan Fiduciary Advisor and a Chartered Retirement Plan Specialist. He also has a certificate in Retirement Planning from the Wharton School, University of Pennsylvania.

Recognized for his achievements, Brian has earned numerous sales and service awards throughout his career. These include the Rookie of the Year (1999), Third Year Challenge Qualifier (national distinction among the top 20 of his peers) and others. He has appeared on Wills, Trusts, and More, a weekly radio program on the Fox News affiliate in Saint George, Utah. He has spoken as an instructor at the Brigham Young University Marriott School’s Grant Taggart Symposium and at other continuing education programs for advisors and Utah CPAs.

Active in the community, Brian has served as Scoutmaster for the Boy Scouts of America, Treasurer for Salt Lake Society of Human Resource Management (SHRM) and a Chapter Director for the Parents Television Council.

Brian’s favorite place to be is sitting in a canoe on Silver Lake with a fishing pole in his hand or in his neighborhood, visiting with friends. His hobbies include carpentry and ATV trail riding. Brian and his wife, Emily, are raising four sons and one daughter.