MOVE Like This!

Accounting firm leaders are justifiably concerned about recruiting and retaining the talent needed for their firms to survive, and ideally, thrive. MOVE Like This features conversations, lessons and ideas Accounting MOVE Project firms have used to successfully find, retain, develop and advance women and diverse talent to drive competitive advantage and stand out from the crowd.

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Episodes

Wednesday May 22, 2024

Strap in for a deep conversation with Jen Wilson, Co-Founder & Partner with Convergence Coaching, and a fellow member of the CPA Consultants' Alliance (https://cpaconsultantsalliance.com/). We talk about some of the biggest challenges facing the accounting profession, the work of the National Pipeline Advisory Group (https://www.accountingpipeline.org/), the importance of inclusion and diversity for firms' longevity, and how fiercely independent firms can compete and win in today's landscape. To learn more about Convergence Coaching, visit https://convergencecoaching.com/. 

Wednesday May 08, 2024

On this episode, I catch up with Trevor Williams, DEI Director with GRF CPAs & Advisors. He and his firm were recently featured in an Accounting Today article for their DEI efforts and the transparency report they released that talks about the strides made, but also points out the areas where more work is needed and how they are going to get there. We dig into current DEI skepticism, the many facets of diversity, and get his advice for firms looking to start or expand their DEI initiatives. He also gives the coolest answer yet to where he'd travel if money and time weren't an option. To learn more about GRF, go here: https://www.grfcpa.com/.
Read GRF Pushes Forward on Diversity Efforts Despite DEI Backlash: https://www.accountingtoday.com/news/grf-pushes-forward-on-diversity-efforts-despite-dei-backlash
Read GRF's 2023 DEI report: https://www.grfcpa.com/wp-content/uploads/2024/02/2023-GRF-DEI-Transparency-Report_Final.pdf

Wednesday Apr 24, 2024

In this episode, we take a break from accounting and talk about something that impacts all of us: healthcare. As the CEO of Magee-Womens Research Institute & Foundation, Michael has a front row seat to what is going on in women's healthcare and is one of the strongest advocates in the area. We talk about what brought him to this role, why women have only been included in clinical and pharmaceutical trials for such a short time, and the simple way he's found to build trust with marginalized communities. We also discuss how to advocate for your own healthcare. To learn more about Magee-Womens Research Institute, visit https://mageewomens.org/ and be sure to follow them on your favorite social media platforms. 
And if you are interested in learning more about the history of women's healthcare, he recommends reading All In Her Head.

Wednesday Apr 10, 2024

On this episode of MOVE Like This, Bonnie is joined by Jessica Hekmatjah, Chief Marketing & Corporate Development Officer at BPM. We discuss the firm's substantial increase in women partners between 2022 and 2023 and how leadership support is important to any DEI initiative. We also learn the valuable role BPM's colleague resource groups play in its strategy and culture and learn what advice Jessica has for firms looking to attract, retain and promote more women. To learn more about BPM, visit https://www.bpm.com/.

Wednesday Mar 27, 2024

On this episode, we have our first return guest! Our very first guest, Mary Maguire, formerly of SAPRO and currently CEO of MJM Talent Solutions, returns to talk about the state of diversity, equity, inclusion and belonging in the accounting profession. We dive into what programs need to succeed, why firms should not pull back on their efforts, and the myriad benefits businesses experience when DEIB is woven into its DNA. We also cover some of the biggest mistakes firms make and how to avoid them. Strap in, this is a meaty one! (And here's the link to the video Bonnie references on microaggressions: https://www.youtube.com/watch?v=nQ9l7y4UuxY)

Wednesday Mar 13, 2024

On this episode, we are joined by two women from the Accounting and Financial Women's Alliance (AFWA), Cindy Stanley, Executive Director and Shane Schaefer, Events & Education Director. We learn about AFWA's 86-year-history and how the organization and the Accounting MOVE Project started working together 15 years ago. Cindy shares her observations about the role of women in the accounting profession, including some advances and remaining frustrations, and Shane tells us all about AFWA's upcoming events. We encourage anyone interested in learning more about this supportive and influential organization to visit their website at https://www.afwa.org/. 

Wednesday Feb 28, 2024

Priscilla Hammonds, DEI Director at BerryDunn joins MOVE Like This to share her unique perspective as someone who has worked in the DEI space for 20+ years. We learn how BerryDunn has embraced diversity, equity, inclusion, belonging and access and committed time, resources and energy to creating a firm of choice for all potential employees. Priscilla also shares her thoughts on why firms that may be considering pulling back on their DEI investment should reconsider if they want to remain competitive. To learn more about BerryDunn, visit https://www.berrydunn.com/.

Wednesday Feb 14, 2024

Reema Patel, accounting practitioner, financial advisor and co-director of D-PATH, CBM's diversity and inclusion initiative, talks about how the firm has created policies that attract and retain women, how she addresses DEI skepticism, and why she helped create a financial planning service targeting Millennials. We also learn why she would choose teleportation as her superpower. To learn more about CBM, visit https://www.cbmcpa.com/. 

Wednesday Jan 31, 2024

Angie Grissom, CEO of The Rainmaker Companies and one of the most influential people in accounting, joins Bonnie to talk about the importance of diversity, equity and inclusion in today's profession. Topic discussed range from what firms can do to find and retain talent, how a "people-first" approach is vital to today's workforce, and what successful firms are doing to meet and exceed the needs of clients, the firm and their team members simultaneously. We also learn the impact travel has had on her world view and the superpower she wishes she had. To learn more about The Rainmaker Companies, visit https://therainmakercompanies.com/.

Wednesday Jan 17, 2024

Amanda Pontow, partner, and Megan Geissinger, Human Resources manager, at Bland & Associates join Bonnie to discuss how they are supporting local high schools to fight the talent shortage, discuss their Leadership training program, called BLING, and share how they are invested in cross training team members to ensure clients are always served at the highest level possible. Learn more about Bland & Associates by visiting https://blandcpa.com/.

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