About
With an extensive background in diversity and inclusion, human resources, and…
Articles by Lisa M.
Contributions
Activity
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TXCPA Dallas Members! Don't miss our upcoming Annual Meeting of Members on Thursday, January 9 at 11:00 a.m. at the Drey Hotel. Join us for lunch…
TXCPA Dallas Members! Don't miss our upcoming Annual Meeting of Members on Thursday, January 9 at 11:00 a.m. at the Drey Hotel. Join us for lunch…
Liked by Lisa M. Ong, PCC, CPA
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As I approach my birthday 🎂 tomorrow, I’ve been reflecting on the past year and a half, and I felt compelled to share this transparent post with my…
As I approach my birthday 🎂 tomorrow, I’ve been reflecting on the past year and a half, and I felt compelled to share this transparent post with my…
Liked by Lisa M. Ong, PCC, CPA
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Happy Holidays to All . . . . and Greetings from "Christmas in the Square" - Frisco Square! Sporty & I took a great walk last evening in Frisco…
Happy Holidays to All . . . . and Greetings from "Christmas in the Square" - Frisco Square! Sporty & I took a great walk last evening in Frisco…
Liked by Lisa M. Ong, PCC, CPA
Experience
Education
Licenses & Certifications
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Governance with Equity: DEI for Nonprofit Boards and The Essentials of Nonprofit Board Governance Certificates of Completion
BoardBuild
Issued
Volunteer Experience
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2023-2024 Visionaries of the Year Campaign Leadership Team
The Leukemia and Lymphoma Society - North Texas
- Present 1 year 5 months
Health
We recruit candidates to lead teams for the annual Visionaries of the Year (VOY)Campaign to raise funds for The Leukemia and Lymphoma Society to imagine a world without cancer. The funds go to fund patient support, research, and advocacy. As the 2023 Dallas Visionary of the Year Leader of the winning Team Wishing Out Loud, I recruit new Team candidates and mentor and encourage the fundraising Team candidates and their teams. We raise awareness about blood cancers and the incredible resources…
We recruit candidates to lead teams for the annual Visionaries of the Year (VOY)Campaign to raise funds for The Leukemia and Lymphoma Society to imagine a world without cancer. The funds go to fund patient support, research, and advocacy. As the 2023 Dallas Visionary of the Year Leader of the winning Team Wishing Out Loud, I recruit new Team candidates and mentor and encourage the fundraising Team candidates and their teams. We raise awareness about blood cancers and the incredible resources available to support patients and families.
See this 3 minute overview video: https://www.youtube.com/watch?v=5cWfsMdCW48.
Contact me or any leadership team members to see how we can get you plugged into the Visionaries of the Year Campaign or any Dallas Leukemia and Lymphoma volunteer opportunities. -
Board Member
Infusion Nurses Society
- Present 2 years 4 months
Health
Appointed as a Public Member of the Board for a three-year term. Celebrating over 50 years of success promoting excellence in the standards of infusion therapy through nurse certification and ongoing recertification training credits. Supporting their plans for ongoing growth and member engagement with a business, governance, and inclusive leadership lens.
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National Executive Advisor
Ascend Leadership
- Present 5 years
Serve as an active Lifetime member as one of the national Executive Advisors to share my leadership training, and development expertise with chapter leaders to advise on programming brand, excellence, speakers, and topics.
Provide executive coaching to assigned chapter officers in their Ascend leadership roles
Share Diversity and Inclusion Leadership expertise with the national office staff for Town-Halls, thought leadership, and to expand their network and connections…Serve as an active Lifetime member as one of the national Executive Advisors to share my leadership training, and development expertise with chapter leaders to advise on programming brand, excellence, speakers, and topics.
Provide executive coaching to assigned chapter officers in their Ascend leadership roles
Share Diversity and Inclusion Leadership expertise with the national office staff for Town-Halls, thought leadership, and to expand their network and connections nationwide -
Volunteer Coach Faculty
The Forum on Workplace Inclusion
- 1 year 1 month
Education
Lead facilitator for virtual 90-minute group coaching sessions for DEI+Belonging leader participants at The Forum on Workplace Inclusion on Managing Your DEI Role, DEI Career Management, and DEI on a Dime: Busting Budget Myths that May Hold You Back for two years.
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Workplace Programs Advisory Board Member
TANENBAUM
- Present 4 years 8 months
Education
Advisory Board members help promote and support their workplace programs for interreligious understanding.
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National Executive Advisor (ongoing) and NTX Board member (2021-2024)
Ascend North Texas
- Present 10 years
Executive Advisor, Inspiring Across Generations (IAG) Host Planning Committee Member, Student Affairs Advisor, Mentor and Speaker Volunteer
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Programs Committee Member
International Coach Federation-North Texas Chapter
- Present 4 years 11 months
Volunteer supporting programs in reviewing and recommending coach speakers and providing onsite program support for the chapter, reporting to the Programs Committee Chair. Volunteer virtual presenter on Coaching with Inclusive Leadership Lens with DEI+Belonging
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Nominations Council and Nominations Board Development Committee member
Texas Society of CPAs
- Present 13 years
2023 TXCPA Chairman's Special Recognition Award at TXCPA Annual Meeting
Board Development Committee and Nominations Council 2023- Present
Chair of the Diversity and Inclusion Committee, 2020-2021, Committee Member 2020- Present
Member of the Dallas Chapter Convergence Conference Planning Committee 2016- 2022
Member of the TXCPA Marketing and Branding Committee 2019-2022
Director at-large 2011-2022 -
Orchid Giving Circle Member
Orchid Giving Circle
- Present 3 years 3 months
Social Services
The Orchid Giving Circle(R) Fund at The Communities Foundation of Texas, is a group of dedicated Asian American and Pacific Islander (AAPI) women leaders, working together to support social change and services for the North Texas AAPI community. The mission is to raise funds to increase awareness of the local Asian population's community needs and give with others who want to make a positive impact through philanthropy.
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Partner volunteer in the Diversity, Racial Equity, and Inclusion (DREI) Group
The University of Texas at Arlington - College of Business
- 3 years 3 months
Education
The Diversity, Racial Equity, and Inclusion (DREI) Partners group work with UT Arlington's DREI leadership to help them to incorporate important DREI content across the departments in the College of Business. We share our expertise, experiences, and networks to support their efforts through mentoring, sharing leads on internships, speaking at their annual Business Week, and other networking and learning opportunities for the students and faculty.
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Advisory Board Member to the MS Accounting Program
Naveen Jindal School of Management, UT Dallas
- 6 years 1 month
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AICPA Council member
AICPA
- 3 years 8 months
Elected to a 3 year term
Served a 4 yr term on the inaugural AICPA National Commission on Diversity & Inclusion 2012-2016 -
Chair 2017-2018
TXCPA Dallas
- 3 years
Special Chairman's Award from TXCPA Dallas 2021
Awarded TXCPA Dallas CPA of the Year 2019.
Chair Elect -June 2016-May 2017; Chair June 2017-May 2018; Nominating Committee Chair June 2018-May 2019. 2020 member of the Dallas chapter D&I Committee, Nominating Committee & Convergence Conference Planning Committee -
Nominating Committee
Community Council of Greater Dallas
- 6 years
Social Services
Member of the Nominating Committee 2014-2017. Other positions held: Parliamentarian 2014-2015 and Secretary on the Executive board 2013-2014. Immediate Past Chair of the Board Nominating Committee 2013-2014. former chair and member of the 2-1-1 Committee and Strategic Planning Committee for 2011-2014.
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NABA DFW Accounting Careers Awareness Program (ACAP)
National Association of Black Accountants (NABA)
- 11 years
2015- present Circle of Influence Sponsor
2005-2006 Fundraising Chair for ACAP -
Volunteer - Member
Grace Presbyterian Church of Plano
- Present 25 years 8 months
Finance Committee 2014-2017
One2One Advisor 2014 to 2019
Children's Ministry Sunday School Volunteer 2012-2019
HR Committee 2009-2016 -
Blood and platelet donor
Carter BloodCare
- Present 28 years
Health
Whole blood and platelet donor -Over twelve gallons donated at the Plano Donor Center - prior donations in Houston and Austin excluded.
Honors & Awards
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The Dallas 500 for 2025 - The 500 Most Powerful Business Leaders in Dallas-Fort Worth
D CEO Magazine
Lisa was honored to be named in the Business Consultants role for the 5th time -2025, 2024, 2023, and 2021 and the Corporate DIversity Leader role for 2020. "The Dallas 500 is a special edition that celebrates the most influential leaders in North Texas across a wide spectrum of industries. The editors of D CEO, the award-winning business title of D Magazine Partners, produce it. Unprecedented in scope, the publication represents months of research, interviews, and conversations with extensive…
Lisa was honored to be named in the Business Consultants role for the 5th time -2025, 2024, 2023, and 2021 and the Corporate DIversity Leader role for 2020. "The Dallas 500 is a special edition that celebrates the most influential leaders in North Texas across a wide spectrum of industries. The editors of D CEO, the award-winning business title of D Magazine Partners, produce it. Unprecedented in scope, the publication represents months of research, interviews, and conversations with extensive high-level contacts in the regional business community. Dallas 500 goes far beyond corporate bios to reveal the personal side of the leaders who drive the North Texas economy and make it a vibrant place to work and live."
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Published chapter: The Importance of Communications to Driving a DEIB Strategy
World Scientific
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2022 Leaders in Diversity
Dallas Business Journal
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TXCPA 2020-2021 Outstanding Committee Chair
Texas Society of CPAs
Diversity and Inclusion Committee Chair for 2020-2021. YouTube Link to awards video:
https://www.youtube.com/watch?v=aMDqMzTCj8I -
The OWLIE (Outstanding Worth Leader Involved Exceptionally) Award for Outstanding Alumni
The University of Texas at Dallas Jindal School of Management
Recognition for volunteer service to the accounting students, Ascend UTD student chapter and their faculty advisors at UTD as a frequent leadership speaker, mentor volunteer, group coach, and member of the UTD Graduate Accounting Advisory Board for the past six years.
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The Dallas 500 for 2020
D CEO Magazine
Named as one of the 500 most influential leaders in Dallas Fort Worth in The Dallas 500 directory in the corporate diversity officer category
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CPA of The Year
Dallas CPA Society
For her outstanding leadership and meritorious contributions to the accounting profession.
From Dallas CPA Society, a chapter of the Texas Society of Certified Public Accountants (Jan 16, 2019) -
2017 Dallas Business Journal Minority Business Leader Award Honoree
Dallas Business Journal
All 25 honorees will be recognized at the DBJ 10th annual Minority Business Leader Awards Program Feb 23, 2017 at the Sheraton Dallas Hotel.
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NABA DFW Accounting Careers Awareness Program (ACAP) Legacy Award 2014-2015
National Association of Black Accountants DFW Chapter
In recognition for being an ACAP Champion and going above and beyond.
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