best practices from the 2014 accounting move project nov. 24, 2014

Best Practices from the

2014 Accounting MOVE Project

Nov. 24, 2014

www.wilson-taylorassoc.com

Moss Adams: empoWerA New Networking Model

CohnReznick: WomenCAN A Unified Vision Post-Merger

Lurie Besikof Lapidus & Company LLP: Emerging Leaders

A Fresh Vision for Millennials


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


Jennifer WyneDirector of Human Resources


Forum W Mission and Priorities

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

Priorities

empoWer


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)


empoWer Best Practices

1. Limit the number of companies2. Share responsibility across all organizations3. Form a steering committee4. Assign champions and an individual from

marketing 5. Be clear on purpose of event6. Know your audience7. Create a budget and plan ahead



Risa LavinePrincipal, Chief of Staff


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

Our Approach

• Background• Re-launch• Re-brand• New shared vision

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

Best Practice #2: Customizing Our Approach to Each Office

• National goals guide local goals

• Custom Action Plans per office

• Best Practice Sharing• Empowering Liaisons

Best Practice #3: Communication

• WomenCAN scarf• WomenCAN intranet• First WomenCAN

Annual Report• Fact Sheet and Quick

Facts

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


A Fresh Vision for MillennialsBeth Kieffer Leonard

Managing Partner


Background Why shake it up?

Business case Strategy

How do you really make change? The powerful impact of an outside view Willingness of transparency

Criteria Top performers

Contributing beyond charge hours People development Business development Community Clients

CPA

Manager

Structure Invitation from the Partners based on

criteria

Partner Retreat

Annual Firm Meeting

Firm Projects

ELG Self Directed Monthly Meetings

Results for the Individual and the Firm Engagement

Development – learning to work “on the business”

Retention

Execution on Projects

Succession Planning

Culture Enhancement

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




A Fresh Vision for Millennials


Q & A

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


Join the 2015 Accounting MOVE Project at www.wilson-taylorassoc.comDeadline to join: December 22, 2014

Questions? Contact MOVE Project Manager Joanne Cleaver: [email protected]


http://www.wilson-taylorassoc.com/

mailto:[email protected]

Thank you for joining us today!


best practices from the 2014 accounting move project nov. 24, 2014

Documents