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Best Practices from the 2014 Accounting MOVE Project Nov. 24, 2014

Learn the best practices for advancing women in the accounting industry from the 2014 Accounting MOVE Project. Join now for MOVE 2015!

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Best Practices from the 2014 Accounting MOVE Project Nov. 24, 2014

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  1. Best Practices from the 2014 Accounting MOVE Project Nov. 24, 2014 www.wilson-taylorassoc.com

  2. Moss Adams: empoWerA New Networking ModelCohnReznick: WomenCAN A Unified Vision Post-MergerLurie Besikof Lapidus & Company LLP: Emerging Leaders A Fresh Vision for Millennials www.wilson-taylorassoc.com

  3. MOVE translates the business case for advancing women to business results Annual benchmarking Best practices Analysis & confidential feedback Join now for MOVE 2015 www.wilson-taylorassoc.com

  4. Moss Adams: empoWerA New Networking ModelJennifer Wyne Director of Human Resources www.wilson-taylorassoc.com

  5. Forum W Mission and Priorities Mission Accelerate the firm’s success in attracting, developing, retaining, and advancing talented women. Priorities

  6. empoWer www.wilson-taylorassoc.com

  7. empoWer Events Networking Within empoWer • Community service • Panel discussions • 1:1 networking Client and Prospect Events • Seattle Repertory Theater • 110 guests (80 were clients and prospects) • Networking with drinks, appetizers, and photographer • Visit from playwright • empoWer split the cost for tickets and catering (9k) www.wilson-taylorassoc.com

  8. empoWer Best Practices • Limit the number of companies • Share responsibility across all organizations • Form a steering committee • Assign champions and an individual from marketing • Be clear on purpose of event • Know your audience • Create a budget and plan ahead www.wilson-taylorassoc.com

  9. CohnReznick: WomenCAN A Unified Vision Post-MergerRisa Lavine Principal, Chief of Staff www.wilson-taylorassoc.com

  10. WomenCAN at CohnReznick: Leveraging a merger to grow and strengthen the women’s initiative

  11. Our Approach • Background • Re-launch • Re-brand • New shared vision

  12. Best Practice #1: Establishing Leadership Support and Buy-in • Establish and communicate the business case • Involve men and women in the discussion • Break down any resistance • Create joint goals and celebrate success • Examples: • Steering Committee Strategy Session • WomenCAN Leadership Summit

  13. Best Practice #2: Customizing Our Approach to Each Office • National goals guide local goals • Custom Action Plans per office • Best Practice Sharing • Empowering Liaisons

  14. Best Practice #3: Communication • WomenCAN scarf • WomenCAN intranet • First WomenCAN Annual Report • Fact Sheet and Quick Facts

  15. Key Results/Successes • Increased organizational commitment • Increased focus on business needs • Added marketing member to the team • Provided women with access to role models • Continue to host conversations with leadership and leverage Annual report

  16. Lurie Besikof Lapidus & Company LLP: Emerging Leaders A Fresh Vision for Millennials Beth Kieffer Leonard Managing Partner www.wilson-taylorassoc.com

  17. Background • Why shake it up? • Business case • Strategy • How do you really make change? • The powerful impact of an outside view • Willingness of transparency

  18. Criteria • Top performers • Contributing beyond charge hours • People development • Business development • Community • Clients • CPA • Manager

  19. Structure • Invitation from the Partners based on criteria • Partner Retreat • Annual Firm Meeting • Firm Projects • ELG Self Directed Monthly Meetings

  20. Results for the Individual and the Firm • Engagement • Development – learning to work “on the business” • Retention • Execution on Projects • Succession Planning • Culture Enhancement

  21. Evolution • Year One • 100% Retention • 11 Participants • New concept – storming & energy • Year Two • 100% Retention • 11 Participants • Looking for norming • Year Three (current) • First participant to be promoted to Partner • First additions to the original group – two new members • First person to resign

  22. Q & A Moss Adams: empoWerA New Networking ModelCohnReznick: WomenCAN A Unified Vision Post-MergerLurie Besikof Lapidus & Company LLP: Emerging Leaders A Fresh Vision for Millennials www.wilson-taylorassoc.com

  23. With MOVE, your firm gains insight for advancing women. Learn how to: Capture ROI from investing in women Gain a competitive advantage by advancing women Benchmark your firm against others in the MOVE Project Concentrate resources and initiatives for greatest results Join the 2015 Accounting MOVE Project at www.wilson-taylorassoc.com www.wilson-taylorassoc.com

  24. Join the 2015 Accounting MOVE Project at www.wilson-taylorassoc.com Deadline to join: December 22, 2014 Questions? Contact MOVE Project Manager Joanne Cleaver: 231.299.1275 jycleaver@wilson-taylorassoc.com www.wilson-taylorassoc.com

  25. Thank you for joining us today! www.wilson-taylorassoc.com

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