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MOVE Project at AFWA

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The Accounting MOVE Project translates the business case for advancing women at CPA firms to business results. See a recap of the 2014 results and learn how one firm gained $6.5 million in new revenue from its women's initiative.

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MOVE Project at AFWA

  1. 1. ROI on Initiatives & Influence • Initiatives: Business case to business results • Influence: Return on you • How to convert adversaries into advocates
  2. 2. “We are just lowering the bar for women.”
  3. 3. 2014: The Pipeline Problem • 51% employees • 51% accounting firm managers • 19% partners & principals
  4. 4. MOVE Works • 10 largest firms (500+ employees) • Participated 2014 - 2011
  5. 5. MOVE Works • 23% women on management committee (2014) • 19% - all MOVE firms (2014) • Greater retention at every point
  6. 6. Solution: •Measure •Define proven & promising practices •Adopt proven & promising practices •Repeat
  7. 7. How?
  8. 8. Money Opportunity Vital supports for work-life Entrepreneurship
  9. 9. Money • Equitable practices & policies • Consistent application & follow through • Accountability
  10. 10. Opportunity • Innovation in leadership development • Career pathing • ROI on women’s initiatives
  11. 11. Vital supports for work-life • Work-life programs as productivity tool • Innovation beyond busy season
  12. 12. Entrepreneurship • Business development skills = qualified for partnership • ROI of business case for advancing women
  13. 13. 2014: Return on Internships, Initiatives, Influence
  14. 14. Return on Internships
  15. 15. Career paths Work with several managers Peer relationships Mentor
  16. 16. Return on Initiatives
  17. 17. $6.5 million in new revenues in three years from one program
  18. 18. Rothstein Kass • Aligned with key client segment • Thought leadership
  19. 19. Rothstein Kass • Skills + practice + targeted outreach • Rainmakers Roundtable • $6.5 million in new revenue
  20. 20. Women’s Development is Business Development
  21. 21. Integrate the Initiative • Growth • Accountability
  22. 22. Measure • Partner/leader qualifications • Retention of high-potential women
  23. 23. Not the same: • Alternative career path • Flexible work
  24. 24. Return on Influence
  25. 25. Reputation • Yours • The firm • The profession
  26. 26. Relationships • Mentoring • Sponsoring • Networks
  27. 27. Referrals • Industry • Community • Clients
  28. 28. Referrals into Recommendations
  29. 29. “We are just lowering the bar for women.”
  30. 30. “Gender is part of your skill set and your team is enhanced by who you are.”
  31. 31. 2015 Registration is open at Wilson-Taylorassoc.com Check out the awesome handout!
  32. 32. • Relevant for all stages & sizes • Confidential process • Confidential benchmarking
  33. 33. Join! www.wilson-taylorassoc.com.
  34. 34. Thank you! jycleaver@wilson-taylorassoc.com

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