MOVE Like This!

Dave Roberson of RoseRyan Joins the MOVE Conversation

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/. 

Robin Matthews of Jones & Roth Joins the MOVE Conversation

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/.

Sharon Bhalaru of Armanino Joins the MOVE Conversation

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/. 

Lori Leutwyler from Kerkering Barberio Joins the MOVE Conversation

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/. 

Jina Etienne Joins the MOVE Conversation

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/ 

Karen Mattull and Kim Paskal of BeachFleischman Join the MOVE Conversation

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/

Avani Desai of Schellman Joins the MOVE Conversation

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/.

Becky Guenther of Rehmann Joins the MOVE Conversation

Becky Guenther, Director of Total Rewards at Rehmann shares all the reasons why her firm has been named one of the Best CPA Firms for Women for the last 10 years. Topics include how they are weaving DEI into all parts of the firm, the importance of ensuring pay equity and all the ways the firm managed to avoid the "Great Resignation" too. We also determine that we should all have "positivity rays" on hand at all times. Learn more about Rehmann at https://www.rehmann.com/.  

Donny Shimamoto from the Center for Accounting Transformation Joins the MOVE Conversation

Donny Shimamoto, the visionary behind the Center for Accounting Transformation, joins MOVE Like This to talk about the work he is doing to help accounting firms become more inclusive and what he has learned from his recent DEI research. We discuss how there are so many ways to think about diversity, and that no firm is too small to embrace it. Toward the end, we learn why he'd love to travel back to Japan, and Bonnie adds a new place to her travel bucket list. 

Tricia Bencich of Moss Adams Joins the MOVE Conversation

Tricia Bencich, Inclusion & Social Responsibility Associate Director at Moss Adams, discusses the policies and initiatives the firm is undertaking to create an inclusive work culture where team members want to stay and how they are measuring their efforts so they know what is working and what may need adjustment. We also talk about Moss Adams' original and continued support as MOVE's founding sponsor, and Tricia provides recommendations for firms just getting started on their DEI journey. We end with a discussion of how both Tricia and Bonnie would like to be able to make things happen by twitching their noses like Samantha on the 70s TV show Bewitched. Learn more about Moss Adams here: https://www.mossadams.com/home