Self-Study Video

LGBTQ+ Accounting (Self-Study Video)

1 Credits: Personnel/Human Resources


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LGBTQ+ Accounting (Self-Study Video)

Self-Study Video
Course Level
CPE Credits

1 Credits: Personnel/Human Resources

Course Description

This course was recorded live at the 2023 New Money Summit.

This one-hour course provides a focused overview on supporting LGBTQ inclusion in the accounting and tax profession. Aimed at professionals in this field, the session will cover key aspects of understanding and supporting LGBTQ colleagues and clients. The course begins with an introduction to LGBTQ terminology and the unique challenges this community faces professionally. It then offers practical strategies for creating an inclusive workplace, emphasizing effective communication and understanding legal rights. A brief period is allocated for interactive discussion to enhance the learning experience.

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Learning Objectives

Upon completion of this course, participants will be able to:

  • Basic Understanding of the LGBTQ Community:
    • Learn essential LGBTQ terminology and the importance of diversity and intersectionality.
  • Addressing Workplace Challenges:
    • Identify challenges LGBTQ individuals face in the accounting and tax sector and discuss the role of inclusive organizational culture.
  • Effective Communication:
    • Acquire skills for sensitive communication with LGBTQ clients and colleagues.
  • Legal Framework and Ethical Practices:
    • Gain an overview of legal rights of LGBTQ employees and clients and ethical considerations in professional settings.
  • Inclusive Strategies:
    • Explore key strategies for implementing inclusive policies in the workplace.
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Course Specifics

Course ID
Revision Date
February 14, 2024


Advanced Preparation


Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Brian Streig, CPA has nineteen years of public accounting experience in tax assistance and compliance with clients from start-up to dissolution and from individuals to multinational corporations. Brian has experience serving clients in the insurance, manufacturing, technology, entertainment, oil & gas, not-for-profit, wholesale, retail and professional services. Before joining CT+M, Brian worked at PricewaterhouseCooper, LLP, where he focused on clients in the entertainment and media field. Brian earned a Bachelor of Business Administration and Masters in Professional Accounting from the University of Texas at Austin. Brian is a member of the American Institute of Certified Public Accountants and the Texas Society …

Josh Youngblood, EA, CTRS, NTPI, began his business career over 25 years ago, starting his first company at age 15. Business and technology have always been Josh’s passions, with taxation a particular area of interest. He decided to focus on taxation and representing all taxpayers with US tax responsibilities. His grandmother was a long-time EA, and Josh saw her help many clients who felt burdened and overwhelmed by IRS obligations and audits. After passing all three EA exams on his first attempt, Josh received his license to practice before the IRS. One of his happiest moments was being able to …