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 Jan 03, 2024

Jen Cryder, CEO of the Pennsylvania Institute of CPAs, joins Bonnie to talk about the talent crunch, the core reasons why fewer young people are entering the professions, and how some firms are addressing it. We also discuss some ways firms need to adjust to retain the people they have, particularly women, and where they need to invest their money to become firms of the future. Learn more about the PICPA here: https://www.picpa.org/. 

Wednesday Dec 13, 2023

Arianna Savoca, Human Resources Manager with Grassi talks about how training and mentoring is built into the culture at Grassi, the great work and impact that the Women's Council and other ERGs have on the firm, and how bi-annual employee reviews help ensure pay equity at the firm. We also learn about the unique superpower she would like to have and how Bonnie would find it valuable too. Learn more about Grassi at https://www.grassicpas.com/.  

Wednesday Nov 29, 2023

Lanelle Herink, a partner at HBE, talks about the challenges of instilling culture in a remote working environment, how important it is to provide training and transparency for rising leaders in the firm, and offers advice for other firms looking to recruit, retain and promote women. We also learn that she'd head to Italy if given the opportunity to travel anywhere and what unique superpower she'd like to have. Learn more about HBE at https://hbecpa.com/.

Wednesday Nov 08, 2023

Dave Roberson, president of RoseRyan, talks about why they decided to merge with ZRG and how it has gone in the last 18 months as well as the unexpected benefits of having a 100% remote workforce. We also discuss how having managers take on greater responsibility for the firm's strategic initiatives has better equipped the next generation of leaders for the future and led to exciting new insight and ideas. We also learn that Dave wants to travel to the Mt. Everest base camp, not to climb, but to support those that are. Learn more about RoseRyan by visiting https://roseryan.com/. 

Wednesday Oct 25, 2023

Robin Matthews, partner and shareholder at Jones & Roth in Oregon discusses the supportive culture at her firm and their philosophy of "one size fits one." With women comprising 42% of their partner group, Jones & Roth is well above average at retaining women into leadership positions, and Robin shares some of the reasons behind their success. She also shares advice for other firms looking to attract and retain more talented women and share where she'd like to travel too. To learn more about Jones & Roth, visit https://www.jrcpa.com/.

Wednesday Oct 11, 2023

Sharon Bhalaru, partner with Armanino, shares how one moment with a firm leader changed her trajectory and gave her the encouragement she needed to work toward her current role of partner. We also discuss the firm's B-Corp certification, how it embraced and expanded on BrownSmithWallace's The Bridge women's program and how having customized partnership options has allowed them to retain so many more women from manager to partner. We also learn the unique (yet fantastic) superpower she'd like to have. Learn more about Armanino at https://www.armanino.com/. 

Wednesday Sep 27, 2023

Lori Leutwyler, HR Manager at Kerbering Barberio in Florida shares what her firm does to retain women so much better than other accounting firms, how they are extradorinarily selective about the clients they choose to serve and what they do to maintain connections in an environment where 65% of their staff employ a remote or hybrid schedule. We also learn about her incredibly brave great-grandmother's immigration story and the unique, but very useful, superpower she'd like to have. To learn more about Kerkering Barberio, visit https://www.kbgrp.com/. 

Wednesday Sep 13, 2023

Jina Etienne, CEO of Etienne Consulting which exists to help clients all break through unseen barriers to see and create what is beyond. On this episode we learn more about Jina's work with firms, discuss some of the biggest changes impacting the accounting profession, and learn how she defines and helps firms create "fearless inclusion." To learn more about Jina and her firm, visit https://www.etienneconsulting.com/ 

Wednesday Aug 30, 2023

On this episode, you get two for the price of one as I talk to both Karen Mattull, COO and principal, and Kim Paskal, tax department COO and principal, from BeachFleischman in Arizona. We discuss how the firm has incorporated greater flexibility into its structure, how they have been successful recruiting and retaining women and people of color, and the advice they have for other firms with similar goals. We also learn how together, Karen and Kim would use their superpowers for the good of us all. To learn more about BeachFleischman, visit their website: https://beachfleischman.com/

Wednesday Aug 16, 2023

Avani Desai, CEO of Schellman, talks about her firm's unique service offering, how they intentionally recruit women and people of color, and many of the ways they create a culture where people want to work. We also learn about some of the interesting ways they encourage employees to truly unplug to avoid burnout, and Avani offers advice to other firms searching for a similar work-life cohesion. Learn more about Schellman at https://www.schellman.com/.

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