Download the newest edition of the CLA Promise Report, highlighting some of the inspiring initiatives and activities that you have contributed to — and our focus for the year to come.
The document is a newsletter from the Not-for-Profit Advisory Group providing information on real estate strategies for non-profits. It includes an interview with the CEO of the Centre for Social Innovation discussing their collaboration culture and physical space. It also highlights a project with the Council of Ontario Universities where Colliers assisted with strategic office planning. Finally, it discusses the importance of internal controls and fraud prevention for non-profits.
This issue of Agency Spotlight magazine focuses on prospecting best practices from top agents, tips for managing slow periods, new tools for client relationship management, and improving office impressions. It also provides updates on company programs and recognition of top producers. Key articles discuss the systematic prospecting approach of Robert Edgin and how Brian Hayden achieves success through meticulous attention to detail.
The world needs us all to rethink how we’re doing business — now more than ever. As an independent creative idea company, we’re on a mission to build a world with more whole brands — those that see everything they do as a creative opportunity to have a positive impact. A brand has never been about logos and advertising — it’s the sum of every action it takes, from how it treats its employees to how it speaks to the world.
That starts with us.
More at barkleyus.com.
The document discusses the company's focus on reinvention in 2015. It summarizes that the company reinvented key areas like its branches, brand, products and leadership to better serve members and remain competitive. The role of the Board is to provide oversight and ensure reinvention activities are strategic and financially sound.
The document discusses collaboration as a strategy that enables diverse teams to work together physically and virtually to create value through innovation, intimacy with customers, and increased efficiencies. It defines collaboration as a strategy that allows customers, consultants, and vendors to compare different means and risks of enabling that strategy. The document also discusses JDL Strategies' partnership program called The Frontier Club which aims to collaborate with like-minded businesses to add value and provide additional income streams and growth opportunities for partner businesses through active collaboration.
Futurpreneur Canada is a non-profit organization that provides financing, mentoring, and other supports to young entrepreneurs across Canada. It was founded in 1996 as the Canadian Youth Business Foundation and has supported over 6,500 entrepreneurs and helped create over 26,000 jobs. Through programs like startup financing and industry-leading mentoring, Futurpreneur Canada helps young entrepreneurs ages 18-39 launch and build sustainable businesses. It works with a network of over 250 community partners and 2,800 volunteer mentors from coast to coast.
The document summarizes the mission and activities of the Triad Startup Lab, a nonprofit entrepreneur support organization. It describes how the Lab identifies and trains local entrepreneurs, provides expert services and mentors, and supports business development clusters through an incubator, maker space, and co-working spaces. It also outlines the Lab's staffing model, accelerator program, metrics for measuring success, and plans to scale programs and community outreach through additional funding.
The document is a newsletter from the Not-for-Profit Advisory Group providing information on real estate strategies for non-profits. It includes an interview with the CEO of the Centre for Social Innovation discussing their collaboration culture and physical space. It also highlights a project with the Council of Ontario Universities where Colliers assisted with strategic office planning. Finally, it discusses the importance of internal controls and fraud prevention for non-profits.
This issue of Agency Spotlight magazine focuses on prospecting best practices from top agents, tips for managing slow periods, new tools for client relationship management, and improving office impressions. It also provides updates on company programs and recognition of top producers. Key articles discuss the systematic prospecting approach of Robert Edgin and how Brian Hayden achieves success through meticulous attention to detail.
The world needs us all to rethink how we’re doing business — now more than ever. As an independent creative idea company, we’re on a mission to build a world with more whole brands — those that see everything they do as a creative opportunity to have a positive impact. A brand has never been about logos and advertising — it’s the sum of every action it takes, from how it treats its employees to how it speaks to the world.
That starts with us.
More at barkleyus.com.
The document discusses the company's focus on reinvention in 2015. It summarizes that the company reinvented key areas like its branches, brand, products and leadership to better serve members and remain competitive. The role of the Board is to provide oversight and ensure reinvention activities are strategic and financially sound.
The document discusses collaboration as a strategy that enables diverse teams to work together physically and virtually to create value through innovation, intimacy with customers, and increased efficiencies. It defines collaboration as a strategy that allows customers, consultants, and vendors to compare different means and risks of enabling that strategy. The document also discusses JDL Strategies' partnership program called The Frontier Club which aims to collaborate with like-minded businesses to add value and provide additional income streams and growth opportunities for partner businesses through active collaboration.
Futurpreneur Canada is a non-profit organization that provides financing, mentoring, and other supports to young entrepreneurs across Canada. It was founded in 1996 as the Canadian Youth Business Foundation and has supported over 6,500 entrepreneurs and helped create over 26,000 jobs. Through programs like startup financing and industry-leading mentoring, Futurpreneur Canada helps young entrepreneurs ages 18-39 launch and build sustainable businesses. It works with a network of over 250 community partners and 2,800 volunteer mentors from coast to coast.
The document summarizes the mission and activities of the Triad Startup Lab, a nonprofit entrepreneur support organization. It describes how the Lab identifies and trains local entrepreneurs, provides expert services and mentors, and supports business development clusters through an incubator, maker space, and co-working spaces. It also outlines the Lab's staffing model, accelerator program, metrics for measuring success, and plans to scale programs and community outreach through additional funding.
The organization aims to stimulate economic development in New Zealand by helping businesses and startups grow. Its goal is to enable 1000 quality businesses, create 25,000 jobs, generate $20 billion in revenue growth including $3 billion in exports, and support 500 startups achieving $1.5 billion in revenue by 2020. It believes lifting the capabilities of business owners is key, and provides workshops, programs, mentoring and access to funding and networks to help businesses transform and advance to the next stage of growth.
The world needs us all to rethink how we’re doing business — now more than ever. As an independent creative idea company, we’re on a mission to build a world with more whole brands — those that see everything they do as a creative opportunity to have a positive impact. A brand has never been about logos and advertising — it’s the sum of every action it takes, from how it treats its employees to how it speaks to the world.
That starts with us.
More at barkleyus.com.
The 10 most innovative business leaders making a difference in 2021Swiftnlift
The Nitya Capital , based in Houston, TX, is a privately held real estate investment firm that owns and manages ~$2 billion in real estate assets across the US. The firm is vertically integrated to have a deep focus on acquisitions, asset management, and property management.
The document provides a vision and strategic plan for MCI to become a billion dollar global company by December 31, 2015. Key goals include building a globally integrated company trusted by senior influencers, helping clients succeed in growing globally and energizing performance, and achieving 20% annual growth to reach over 2,600 employees and 300 million CHF in gross margin across over 50 offices worldwide. MCI aims to be recognized as a leader in sustainability, employee satisfaction, and driving conversations in key industries through thought leadership and sharing success stories in the media.
Sustainable growth, maximum momentum. 2022 Barkley Impact ReportBarkley
Brands aren’t built in isolation; they grow when every single thing a brand does is working toward the same central idea.
We’ve built our entire company in service of this idea — we call it Whole Brand Thinking™ — and it guides how we pitch, how we win, how we build and impact brands and the world, and how we build our organization.
ICF Colorado Newsletter: January 2015 ICF Colorado
This newsletter provides an overview of the activities and accomplishments of ICF Colorado in 2014 and upcoming events for 2015. Some of the key points include:
- ICF Colorado grew membership by 20% in 2014, had a variety of professional development presenters, cultivated relationships with two non-profits, held their first conference, and ended the year with a holiday party.
- The president expresses excitement to build on these successes in 2015 and outlines a vision for ICF Colorado coaches to be highly skilled and financially successful.
- The newsletter details the January meeting featuring a presentation on social media engagement, special interest group meetings, and leadership of the 2015 board of directors.
Candidate is king - your employer brand mattersRohan Shah
In a time where there is a shortage of talent, organisations must invest in their employer brand in order to attract and retain the best candidates to grow their business. This document is co-produced with Creed Comms, an employer brand specialist, and will run through what an employer brand is made up of and who is doing it well.
Highlander Venture Group Moving Onwards.Vidhu Dashora
The document discusses the goals of Highlander Venture Group in moving forward. It aims to offer inexpensive consulting services to small local businesses and target specific market segments. Through this, it hopes to create a hub for entrepreneurship and innovation in Riverside by bringing together businesses and universities. The group's second major goal is to launch an incubator called HVGIncubate to prepare startups for financial responsibilities and seek funding through training and providing initial capital for projects. It will form an effective board of directors to provide feedback and assistance to help achieve its goals.
The document contains responses from various entrepreneurs about their business challenges in 2009 and advice for 2010.
1) Entrepreneurs faced challenges such as organizing growing companies, generating business in a tough economy, ensuring infrastructure supported rapid growth, and managing a multi-directional business approach.
2) Marketing tools used included networking, websites, brochures, social media, and branding. Location and community involvement also helped some businesses.
3) Tips for 2010 included finding a niche, having passion despite economic challenges, balancing work and life, underpromising and overdelivering, and making plans with accountability.
Gary Baldridge is an Executive Vice President at Kibble and Prentice, an insurance brokerage firm. He has over 21 years of experience in health care and benefits trends. He works with clients to create sustainable health and benefits strategies. His financial expertise helps clients reduce costs while delivering value. Kibble and Prentice offers a suite of services including retirement, wealth management, business planning and risk management.
Art Darmanin and Neil Cresswell co-founded Sellstate Realty in 2002 after decades of experience in real estate in Canada. Darmanin focuses on system design and franchising support while Cresswell helps brokers and agents achieve their goals. Their model provides tools and back office support to brokers and agents so they can focus on recruiting top agents. The Sellstate model includes an agent sponsoring program that rewards agents for bringing in other top agents and gives them a growing monthly income in addition to commissions. This program and their technology tools help agents earn more than industry averages. Sellstate has expanded to 9 states and plans to grow further across the US.
A monthly publication highlighting all key events within the company. It was my responsibility to generate article content, copy, editing, photography, design, proofing, and publication, by the mandatory deadline.
Amplify Your Employer Brand Through Employee AdvocacyPostBeyond
The best employer branding content comes from within your organization. Whether it’s showcasing your workplace culture, job posts or company events – compelling content can help attract and recruit top talent.
By leveraging your employees to amplify your employer branding, you tap into their potential to reach and influence thousands through their social networks
This document provides McKinsey's 2022 Environmental, Social, and Governance (ESG) Report. The summary highlights:
1) McKinsey's aspiration is to accelerate sustainable and inclusive growth for clients by helping them pursue growth, sustainability, and inclusion together.
2) McKinsey partners with over 600 clients on more than 1,600 sustainability engagements and helped clients contribute to 20% of global GDP growth and 80% of reported CO2 emissions reductions.
3) McKinsey is committed to setting responsible business standards, developing inclusive workforces, and becoming a leading catalyst for decarbonization through its client work and own actions to reach net zero by 2030.
Our organisation has been through considerable change focused on creating a sustainable organisation that can better serve our customers, now and into the future.
Visit : https://enhancedlifestyles.com.au/2022/03/30/annual-report-21-22/
NES Global Talent is a leading manpower solutions provider with a global network of over 40 offices in 25 countries. They offer graduates the opportunity to join their Futures Academy program and contribute to the company's vision of achieving £100m in profits by 2020. Through the Futures Academy, graduates will receive training, support and career development opportunities to become successful consultants, with the potential for worldwide career progression within NES Global Talent's global network.
The document proposes opening an ice cream franchise location of Handel's Homemade Ice Cream & Yogurt in Columbus, Ohio. It details the business mission, target market of Ohio State University students and faculty, and financial plan to request a $220,000 loan to cover startup costs. The owners, Bethany Cady and Brinda Bhatt, have relevant work experience and education to operate the business successfully and take advantage of the large ice cream market in Columbus.
Business Development Frameworks & Tips for AgenciesLeslie Bradshaw
Seasoned agency leaders Barbara Yolles and Leslie Bradshaw share a few of their successful frameworks to grow an agency through strategic business development. Originally taught as a two-day course at the Society of Digital Agencies "Academy" in October 2015. Some slides redacted.
Abhay Bhutada, the Managing Director of Poonawalla Fincorp Limited, is an accomplished leader with over 15 years of experience in commercial and retail lending. A Qualified Chartered Accountant, he has been pivotal in leveraging technology to enhance financial services. Starting his career at Bank of India, he later founded TAB Capital Limited and co-founded Poonawalla Finance Private Limited, emphasizing digital lending. Under his leadership, Poonawalla Fincorp achieved a 'AAA' credit rating, integrating acquisitions and emphasizing corporate governance. Actively involved in industry forums and CSR initiatives, Abhay has been recognized with awards like "Young Entrepreneur of India 2017" and "40 under 40 Most Influential Leader for 2020-21." Personally, he values mindfulness, enjoys gardening, yoga, and sees every day as an opportunity for growth and improvement.
The organization aims to stimulate economic development in New Zealand by helping businesses and startups grow. Its goal is to enable 1000 quality businesses, create 25,000 jobs, generate $20 billion in revenue growth including $3 billion in exports, and support 500 startups achieving $1.5 billion in revenue by 2020. It believes lifting the capabilities of business owners is key, and provides workshops, programs, mentoring and access to funding and networks to help businesses transform and advance to the next stage of growth.
The world needs us all to rethink how we’re doing business — now more than ever. As an independent creative idea company, we’re on a mission to build a world with more whole brands — those that see everything they do as a creative opportunity to have a positive impact. A brand has never been about logos and advertising — it’s the sum of every action it takes, from how it treats its employees to how it speaks to the world.
That starts with us.
More at barkleyus.com.
The 10 most innovative business leaders making a difference in 2021Swiftnlift
The Nitya Capital , based in Houston, TX, is a privately held real estate investment firm that owns and manages ~$2 billion in real estate assets across the US. The firm is vertically integrated to have a deep focus on acquisitions, asset management, and property management.
The document provides a vision and strategic plan for MCI to become a billion dollar global company by December 31, 2015. Key goals include building a globally integrated company trusted by senior influencers, helping clients succeed in growing globally and energizing performance, and achieving 20% annual growth to reach over 2,600 employees and 300 million CHF in gross margin across over 50 offices worldwide. MCI aims to be recognized as a leader in sustainability, employee satisfaction, and driving conversations in key industries through thought leadership and sharing success stories in the media.
Sustainable growth, maximum momentum. 2022 Barkley Impact ReportBarkley
Brands aren’t built in isolation; they grow when every single thing a brand does is working toward the same central idea.
We’ve built our entire company in service of this idea — we call it Whole Brand Thinking™ — and it guides how we pitch, how we win, how we build and impact brands and the world, and how we build our organization.
ICF Colorado Newsletter: January 2015 ICF Colorado
This newsletter provides an overview of the activities and accomplishments of ICF Colorado in 2014 and upcoming events for 2015. Some of the key points include:
- ICF Colorado grew membership by 20% in 2014, had a variety of professional development presenters, cultivated relationships with two non-profits, held their first conference, and ended the year with a holiday party.
- The president expresses excitement to build on these successes in 2015 and outlines a vision for ICF Colorado coaches to be highly skilled and financially successful.
- The newsletter details the January meeting featuring a presentation on social media engagement, special interest group meetings, and leadership of the 2015 board of directors.
Candidate is king - your employer brand mattersRohan Shah
In a time where there is a shortage of talent, organisations must invest in their employer brand in order to attract and retain the best candidates to grow their business. This document is co-produced with Creed Comms, an employer brand specialist, and will run through what an employer brand is made up of and who is doing it well.
Highlander Venture Group Moving Onwards.Vidhu Dashora
The document discusses the goals of Highlander Venture Group in moving forward. It aims to offer inexpensive consulting services to small local businesses and target specific market segments. Through this, it hopes to create a hub for entrepreneurship and innovation in Riverside by bringing together businesses and universities. The group's second major goal is to launch an incubator called HVGIncubate to prepare startups for financial responsibilities and seek funding through training and providing initial capital for projects. It will form an effective board of directors to provide feedback and assistance to help achieve its goals.
The document contains responses from various entrepreneurs about their business challenges in 2009 and advice for 2010.
1) Entrepreneurs faced challenges such as organizing growing companies, generating business in a tough economy, ensuring infrastructure supported rapid growth, and managing a multi-directional business approach.
2) Marketing tools used included networking, websites, brochures, social media, and branding. Location and community involvement also helped some businesses.
3) Tips for 2010 included finding a niche, having passion despite economic challenges, balancing work and life, underpromising and overdelivering, and making plans with accountability.
Gary Baldridge is an Executive Vice President at Kibble and Prentice, an insurance brokerage firm. He has over 21 years of experience in health care and benefits trends. He works with clients to create sustainable health and benefits strategies. His financial expertise helps clients reduce costs while delivering value. Kibble and Prentice offers a suite of services including retirement, wealth management, business planning and risk management.
Art Darmanin and Neil Cresswell co-founded Sellstate Realty in 2002 after decades of experience in real estate in Canada. Darmanin focuses on system design and franchising support while Cresswell helps brokers and agents achieve their goals. Their model provides tools and back office support to brokers and agents so they can focus on recruiting top agents. The Sellstate model includes an agent sponsoring program that rewards agents for bringing in other top agents and gives them a growing monthly income in addition to commissions. This program and their technology tools help agents earn more than industry averages. Sellstate has expanded to 9 states and plans to grow further across the US.
A monthly publication highlighting all key events within the company. It was my responsibility to generate article content, copy, editing, photography, design, proofing, and publication, by the mandatory deadline.
Amplify Your Employer Brand Through Employee AdvocacyPostBeyond
The best employer branding content comes from within your organization. Whether it’s showcasing your workplace culture, job posts or company events – compelling content can help attract and recruit top talent.
By leveraging your employees to amplify your employer branding, you tap into their potential to reach and influence thousands through their social networks
This document provides McKinsey's 2022 Environmental, Social, and Governance (ESG) Report. The summary highlights:
1) McKinsey's aspiration is to accelerate sustainable and inclusive growth for clients by helping them pursue growth, sustainability, and inclusion together.
2) McKinsey partners with over 600 clients on more than 1,600 sustainability engagements and helped clients contribute to 20% of global GDP growth and 80% of reported CO2 emissions reductions.
3) McKinsey is committed to setting responsible business standards, developing inclusive workforces, and becoming a leading catalyst for decarbonization through its client work and own actions to reach net zero by 2030.
Our organisation has been through considerable change focused on creating a sustainable organisation that can better serve our customers, now and into the future.
Visit : https://enhancedlifestyles.com.au/2022/03/30/annual-report-21-22/
NES Global Talent is a leading manpower solutions provider with a global network of over 40 offices in 25 countries. They offer graduates the opportunity to join their Futures Academy program and contribute to the company's vision of achieving £100m in profits by 2020. Through the Futures Academy, graduates will receive training, support and career development opportunities to become successful consultants, with the potential for worldwide career progression within NES Global Talent's global network.
The document proposes opening an ice cream franchise location of Handel's Homemade Ice Cream & Yogurt in Columbus, Ohio. It details the business mission, target market of Ohio State University students and faculty, and financial plan to request a $220,000 loan to cover startup costs. The owners, Bethany Cady and Brinda Bhatt, have relevant work experience and education to operate the business successfully and take advantage of the large ice cream market in Columbus.
Business Development Frameworks & Tips for AgenciesLeslie Bradshaw
Seasoned agency leaders Barbara Yolles and Leslie Bradshaw share a few of their successful frameworks to grow an agency through strategic business development. Originally taught as a two-day course at the Society of Digital Agencies "Academy" in October 2015. Some slides redacted.
Similar to annual-cla-promise-report-january-2020.pdf (20)
Abhay Bhutada, the Managing Director of Poonawalla Fincorp Limited, is an accomplished leader with over 15 years of experience in commercial and retail lending. A Qualified Chartered Accountant, he has been pivotal in leveraging technology to enhance financial services. Starting his career at Bank of India, he later founded TAB Capital Limited and co-founded Poonawalla Finance Private Limited, emphasizing digital lending. Under his leadership, Poonawalla Fincorp achieved a 'AAA' credit rating, integrating acquisitions and emphasizing corporate governance. Actively involved in industry forums and CSR initiatives, Abhay has been recognized with awards like "Young Entrepreneur of India 2017" and "40 under 40 Most Influential Leader for 2020-21." Personally, he values mindfulness, enjoys gardening, yoga, and sees every day as an opportunity for growth and improvement.
The Impact of Generative AI and 4th Industrial RevolutionPaolo Maresca
This infographic explores the transformative power of Generative AI, a key driver of the 4th Industrial Revolution. Discover how Generative AI is revolutionizing industries, accelerating innovation, and shaping the future of work.
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
TEST BANK Principles of cost accounting 17th edition edward j vanderbeck mari...Donc Test
TEST BANK Principles of cost accounting 17th edition edward j vanderbeck maria r mitchell.docx
TEST BANK Principles of cost accounting 17th edition edward j vanderbeck maria r mitchell.docx
TEST BANK Principles of cost accounting 17th edition edward j vanderbeck maria r mitchell.docx
Optimizing Net Interest Margin (NIM) in the Financial Sector (With Examples).pdfshruti1menon2
NIM is calculated as the difference between interest income earned and interest expenses paid, divided by interest-earning assets.
Importance: NIM serves as a critical measure of a financial institution's profitability and operational efficiency. It reflects how effectively the institution is utilizing its interest-earning assets to generate income while managing interest costs.
Economic Risk Factor Update: June 2024 [SlideShare]Commonwealth
May’s reports showed signs of continued economic growth, said Sam Millette, director, fixed income, in his latest Economic Risk Factor Update.
For more market updates, subscribe to The Independent Market Observer at https://blog.commonwealth.com/independent-market-observer.
South Dakota State University degree offer diploma Transcriptynfqplhm
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Discover the Future of Dogecoin with Our Comprehensive Guidance36 Crypto
Learn in-depth about Dogecoin's trajectory and stay informed with 36crypto's essential and up-to-date information about the crypto space.
Our presentation delves into Dogecoin's potential future, exploring whether it's destined to skyrocket to the moon or face a downward spiral. In addition, it highlights invaluable insights. Don't miss out on this opportunity to enhance your crypto understanding!
https://36crypto.com/the-future-of-dogecoin-how-high-can-this-cryptocurrency-reach/
"Does Foreign Direct Investment Negatively Affect Preservation of Culture in the Global South? Case Studies in Thailand and Cambodia."
Do elements of globalization, such as Foreign Direct Investment (FDI), negatively affect the ability of countries in the Global South to preserve their culture? This research aims to answer this question by employing a cross-sectional comparative case study analysis utilizing methods of difference. Thailand and Cambodia are compared as they are in the same region and have a similar culture. The metric of difference between Thailand and Cambodia is their ability to preserve their culture. This ability is operationalized by their respective attitudes towards FDI; Thailand imposes stringent regulations and limitations on FDI while Cambodia does not hesitate to accept most FDI and imposes fewer limitations. The evidence from this study suggests that FDI from globally influential countries with high gross domestic products (GDPs) (e.g. China, U.S.) challenges the ability of countries with lower GDPs (e.g. Cambodia) to protect their culture. Furthermore, the ability, or lack thereof, of the receiving countries to protect their culture is amplified by the existence and implementation of restrictive FDI policies imposed by their governments.
My study abroad in Bali, Indonesia, inspired this research topic as I noticed how globalization is changing the culture of its people. I learned their language and way of life which helped me understand the beauty and importance of cultural preservation. I believe we could all benefit from learning new perspectives as they could help us ideate solutions to contemporary issues and empathize with others.
2. 2
Introduction
Firm Highlights
Living The
CLA Promise
Creating
Opportunities
for Our Clients
Creating
Opportunities
for Our People
Creating
Opportunities for
Our Communities
About CLA
Looking Forward
PROMISE REPORT
JANUARY 2020
MESSAGE FROM OUR CEO
What an incredible year 2019 has been! We are grateful for
the opportunities we’ve been able to create for our clients,
communities, and people. 2019 was a year of record growth
and record expansion of services and teams.
I am proud of the impact our CLA family had on the
communities we are privileged to live and work in. Through
our CLA Foundation and community engagement efforts,
we raised and granted over $1 million this year, not to
mention the thousands of hours we contributed to serve our
communities.
Our CLA Family has grown to over 6,100 strong across
120 locations. Through our team-based approach, we are
driving innovation with confidence and creating leadership
opportunities into expansion areas such as global services
and technology solutions. Our teams see opportunity where
others see challenge.
Our clients continue to inspire us with their entrepreneurial
spirit and their impact to our country. We will continue to
build CLA’s capabilities to fulfill our CLA Promise — to know
you and help you.
In this Promise Report, you’ll experience some of the
highlights of 2019, as well as our focus for 2020. We hope you
enjoy it and we look forward to connecting with you soon.
Wishing you all the best for 2020,
Denny Schleper
3. 3
Introduction
Firm Highlights
Living The
CLA Promise
Creating
Opportunities
for Our Clients
Creating
Opportunities
for Our People
Creating
Opportunities for
Our Communities
About CLA
Looking Forward
PROMISE REPORT
JANUARY 2020
THE CLA PROMISE
CLA exists to create opportunities for our clients, our
people, and our communities. We achieve this goal by
living the CLA Promise: to know you and help you.
4. 4
Introduction
Firm Highlights
Living The
CLA Promise
Creating
Opportunities
for Our Clients
Creating
Opportunities
for Our People
Creating
Opportunities for
Our Communities
About CLA
Looking Forward
PROMISE REPORT
JANUARY 2020
PRIORITIES
2019 Priorities
Create opportunities for our clients
Advance the seamless experience
Create opportunities for our people
Inspire careers for today and tomorrow
Create opportunities for our communities
Engage our CLA Family to elevate social impact
One Family
Work as one family
Embrace and execute innovation
Drive innovation as a competitive advantage
Expand the CLA brand
Accelerate brand recognition
Think security and quality
Reinforce our foundation
2020 Priorities
Seamless client experience
Inspired career experience
Communication that moves me
At our 2020 Leadership
Advance, we asked, “How was
the performance of our 2019
priorities?” The overarching
answer was, “Very good!”
We invested in our operations
and added resources for each
of the seven firm priorities.
We continue our journey into
2020 with three very focused
priorities to drive impact.
Jen Leary
Chief Strategy Officer, CLA, at the 2020 Leadership Advance
5. 5
Introduction
Firm Highlights
Living The
CLA Promise
Creating
Opportunities
for Our Clients
Creating
Opportunities
for Our People
Creating
Opportunities for
Our Communities
About CLA
Looking Forward
PROMISE REPORT
JANUARY 2020
8TH
LARGEST ACCOUNTING
FIRM IN THE U.S.
For the second year in a row, Accounting
Today named CLA as the 8th largest
accounting firm in the U.S. in 2019,
based on our 2018 financial results.
In 2019, we are proud to share that we eclipsed the
$1 billion revenue milestone, which we celebrated
with a commemorative coin for each of our CLA
family members.
The best part of the story? We believe the best is yet to come!
We celebrate this growth as it means we continue to create opportunities
on a growing scale.
As a firm, we exist to create
opportunities. Keeping that
at the center of everything
we do has been key to our
continued growth. Our CLA
professionals work tirelessly:
empowering each other to
create opportunities, elevate
our talent, and deepen our
relationships with our clients
and our communities.
Denny Schleper
CLA CEO
$0
2015 2016 2017 2018 2019 2020
(Budget)
$600,000,000
$200,000,000
$800,000,000
$1,200,000,000
$400,000,000
$1,000,000,000
$1,400,000,000
GRAPH SHOWS
REVENUE BY YEAR
6. 6
Introduction
Firm Highlights
Living The
CLA Promise
Creating
Opportunities
for Our Clients
Creating
Opportunities
for Our People
Creating
Opportunities for
Our Communities
About CLA
Looking Forward
PROMISE REPORT
JANUARY 2020
INNOVATION AT CLA
In 2018, 12 CLA audit ninjas from across the firm locked
themselves in two conference rooms for a week. The goal?
To reimagine what our audits could look like if there were
no rules.
Our Innovation Offices road tested the ninja vision and
refined the process that is now being rolled out firmwide:
the CLA Seamless Assurance Advantage (SAA), an audit
process designed to serve our clients better, add value to
their experience, and add flexibility for our CLA Family.
We believe, and we have seen, that our CLA Family has the
talent and energy to embrace innovation and help manage
potential disruptions in the future.
“With the implementation of SAA, CLA is years ahead of our
competition,” says Cathy Clarke, Chief Assurance Officer. “We
are standing out in the marketplace and winning proposals
because of our innovative approach. Our existing clients
are praising our less disruptive process, which switches
the focus of our time from getting schedules to impactful
conversations around their business. And our CLA family
members are benefiting from a more efficient process which
allows more time for focusing on areas that elevate them.”
In addition to our audit process, we have completed
innovation Ninja events for our individual tax practice as well
as our national scheduling practice.
SEAMLESS ASSURANCE ADVANTAGE
7. 7
Introduction
Firm Highlights
Living The
CLA Promise
Creating
Opportunities
for Our Clients
Creating
Opportunities
for Our People
Creating
Opportunities for
Our Communities
About CLA
Looking Forward
PROMISE REPORT
JANUARY 2020
Forrest Kasler, director, Charlotte, was
selected to speak at Blackhat for a second
time in 2019. Blackhat is an incredibly well-
regarded conference in the world of hacking,
and Forrest’s work as an ethical hacker
with CLA has been incredibly valuable in
developing effective cybersecurity measures.
Our CLA family stays connected and
informed through podcasts, videos,
livestream events, and more.
Sometimes, our best defense is common
sense. Randy Romes, principal in
Minneapolis, reminds us of this in a recent
video — if you aren’t expecting an email
with an attachment or link, take the
two minutes of inconvenience to stop,
think, and verify. Those two minutes can
save you a whole lot more time spent
addressing cybersecurity headaches.
CLA DIRECTOR
PRESENTS AT BLACKHAT
INNOVATION IN
COMMUNICATION
CLA PRINCIPAL ON
COMMON SENSE
CYBERSECURITY
8. 8
Introduction
Firm Highlights
Living The
CLA Promise
Creating
Opportunities
for Our Clients
Creating
Opportunities
for Our People
Creating
Opportunities for
Our Communities
About CLA
Looking Forward
PROMISE REPORT
JANUARY 2020
2019 INDUSTRY ACCOLADE
The list recognizes top independent construction
accounting firms from across the nation.
This recognition is an opportunity to celebrate not
only our successful construction practice, but also CLA’s
broad range of specializations that make us the right
choice for organizations across the spectrum of private,
regulated, and nonprofit industries.
CLA has been recognized as the
number one ranked construction
accounting firm in the United States
by Construction Executive.
CLA exists to create
opportunities, and our
professionals genuinely
take this to heart when
working with clients. We are
grateful to be part of this
list and are honored to be
in the number one spot.
Jill Bosco
Managing Principal of Construction
9. 9
Introduction
Firm Highlights
Living The
CLA Promise
Creating
Opportunities
for Our Clients
Creating
Opportunities
for Our People
Creating
Opportunities for
Our Communities
About CLA
Looking Forward
PROMISE REPORT
JANUARY 2020
LIVING THE CLA PROMISE
CLA Family members live the CLA Promise
from over 120 locations throughout the U.S.
Young Executive Team: One of the
opportunities we provide to our CLA
family — and one we’re especially proud
of — is our Young Executive Team. Our
Young Executive Team has inspired
Young Advisory Councils in 43 locations
across the country. They are invigorating
our executive team with youthful ideas
and insights, from their conference in
June, to our upcoming June 2020 Family
Recognition and Appreciation Month.
Looking to new leaders
for ideas and insights
10. 10
Creating Opportunities
for Our Clients
CLIENTS
PROMISE REPORT
JANUARY 2020
Introduction
Firm Highlights
Living The
CLA Promise
Creating
Opportunities
for Our Clients
Creating
Opportunities
for Our People
Creating
Opportunities for
Our Communities
About CLA
Looking Forward
11. 11
PROMISE REPORT
JANUARY 2020
CREATING
OPPORTUNITIES
FOR OUR
CLIENTS
Introduction
Firm Highlights
Living The
CLA Promise
Creating
Opportunities
for Our Clients
Creating
Opportunities
for Our People
Creating
Opportunities for
Our Communities
About CLA
Looking Forward
Government
organizations served
Health care
organizations served
Clients engaging employee
benefit plan capabilities
Private households
served
Private businesses served
Higher education
organizations served
Clients engaging
global capabilities
Organic growth
Nonprofit organizations served
Financial institutions served
Clients engaging
outsourcing capabilities
Clients engaging wealth
advisory capabilities
96,000+
65,000+
400+
4,590+
7,000+
3,450+
1,500+
4,000+
10,100+
9.87%
26,750+
5,000+
12. 12
PROMISE REPORT
JANUARY 2020
CREATING OPPORTUNITIES
FOR OUR CLIENTS
Introduction
Firm Highlights
Living The
CLA Promise
Creating
Opportunities
for Our Clients
Creating
Opportunities
for Our People
Creating
Opportunities for
Our Communities
About CLA
Looking Forward
I am treated as if I am their
only customer. It seems
they go out of their way
to not only answer my
questions, but guide me
through the process.
Todd Lau
Owner, Sound Solutions Hearing Centers
13. 13
PROMISE REPORT
JANUARY 2020
NEXIA AND CLA: GLOBAL CAPABILITIES
Introduction
Firm Highlights
Living The
CLA Promise
Creating
Opportunities
for Our Clients
Creating
Opportunities
for Our People
Creating
Opportunities for
Our Communities
About CLA
Looking Forward
CLA is proud to be a member of Nexia International,
the world’s 9th
largest global accounting association,
composed of 250 independent accounting,
consulting, and legal firms across 122 countries.
We serve our clients’ global needs through responsive relationships that allow
us to truly understand your business with local market knowledge, international
cooperation — assisted by our positions on Nexia’s Committees and Board of Directors
— and the ability to help grow your business, wherever it may take you.
14. 14
PROMISE REPORT
JANUARY 2020
EXPLORING THE
FUTURE OF HEALTH
CARE AND BLOCKCHAIN
This year our Health Care Innovation and Insight (HI2) team released a white paper
called “Blockchain: How it Works and Why it Will Disrupt Health Care,” exploring
the impact of blockchain on our clients in the health care industry.
Introduction
Firm Highlights
Living The
CLA Promise
Creating
Opportunities
for Our Clients
Creating
Opportunities
for Our People
Creating
Opportunities for
Our Communities
About CLA
Looking Forward
CLA continues to stay on the forefront
of the industries in which we work.
“The concept of
blockchain has been
difficult for many to
grasp because of
both its technological
and mathematical
underpinnings. But,
breaking it down piece
by piece, it opens up our
ability to grasp just how
broad of an impact this
technology can have on
health care.”
James Watson
Managing Principal
Jennifer Boese,
Director at CLA
Madison (Middleton),
health care policy
director, and author
of “Blockchain:
How it Works and
Why it Will Disrupt
Health Care.”
15. 15
Creating Opportunities
for Our People
PEOPLE
PROMISE REPORT
JANUARY 2020
Introduction
Firm Highlights
Living The
CLA Promise
Creating
Opportunities
for Our Clients
Creating
Opportunities
for Our People
Creating
Opportunities for
Our Communities
About CLA
Looking Forward
16. 16
PROMISE REPORT
JANUARY 2020
CREATING
OPPORTUNITIES
FOR OUR PEOPLE
Introduction
Firm Highlights
Living The
CLA Promise
Creating
Opportunities
for Our Clients
Creating
Opportunities
for Our People
Creating
Opportunities for
Our Communities
About CLA
Looking Forward
People
Chose director path
Declared a new industry
CPE credits
issued
People joined CLA
Advanced or transitioned
to the principal path
Mobility opportunities provided
to team members
Advanced to signing director
Alumni returned
Learning sessions held
2,333
6,100
154
199,005
29
154
220
123
1,501
881
17. 17
PROMISE REPORT
JANUARY 2020
CREATING OPPORTUNITIES
FOR OUR PEOPLE
Introduction
Firm Highlights
Living The
CLA Promise
Creating
Opportunities
for Our Clients
Creating
Opportunities
for Our People
Creating
Opportunities for
Our Communities
About CLA
Looking Forward
Opportunities don’t happen. You
create them! For Caroline Boyer,
manager in our St. Louis office, this
quote hits home in more ways than one. Caroline
joined CLA in 2013 as an intern and since then has
gained experiences in both tax and audit within health
care. In 2015, Caroline had an opportunity to obtain
her Certified Information Systems Auditor designation,
allowing her to provide an extra level of service to her
clients. Her knack for problem solving helps her to
assist her clients by taking their audits one step further
and introducing them to the security review audit.
When she discovered she had a passion for this type
of audit, she discussed it with her coach, Josh Wilks.
Josh encouraged her to continue to move towards
her passion, and along with Lee Painter, principal,
has advocated for Caroline’s career choice to be in
information security. She splits her time between health
care and information security where she says she enjoys
what she does because it’s an “opportunity to help
people.” What piece of advice would she give to someone
else? “Raise your hand and don’t be afraid to fail.”
Raise your hand if
you want to grow
18. 18
PROMISE REPORT
JANUARY 2020
PROMISE LEADERSHIP SERIES
Through the Promise Leadership Series, 42 members
of the CLA Family had the opportunity to explore and
further their leadership capabilities — gaining insight
into CLA’s structure, strategic plans, and what it means
to be a truly seamless professional services firm.
Introduction
Firm Highlights
Living The
CLA Promise
Creating
Opportunities
for Our Clients
Creating
Opportunities
for Our People
Creating
Opportunities for
Our Communities
About CLA
Looking Forward
19. 19
PROMISE REPORT
JANUARY 2020
DIVERSITY & INCLUSION
Introduction
Firm Highlights
Living The
CLA Promise
Creating
Opportunities
for Our Clients
Creating
Opportunities
for Our People
Creating
Opportunities for
Our Communities
About CLA
Looking Forward
The CLA family is committed to building an inclusive
culture for all — our leaders champion the cause, and
our D&I Council acts as a strategic advisor, impacting
the CLA family through education and awareness
at offices and events across the country.
20. 20
PROMISE REPORT
JANUARY 2020
WORKFORCE OF THE FUTURE
CLA is working to create the workforce of the future
by developing an industry-first career path choice
program, allowing our people to carve out the inspired
careers they want to build. Our people’s careers are
important to us — that’s why they’re a 2020 priority.
Introduction
Firm Highlights
Living The
CLA Promise
Creating
Opportunities
for Our Clients
Creating
Opportunities
for Our People
Creating
Opportunities for
Our Communities
About CLA
Looking Forward
21. 21
Creating Opportunities
for Our Communities
COMMUNITIES
PROMISE REPORT
JANUARY 2020
Introduction
Firm Highlights
Living The
CLA Promise
Creating
Opportunities
for Our Clients
Creating
Opportunities
for Our People
Creating
Opportunities for
Our Communities
About CLA
Looking Forward
22. 22
PROMISE REPORT
JANUARY 2020
CREATING OPPORTUNITIES
FOR OUR COMMUNITIES
Meet our new Community Engagement Team
The Community Engagement Team will collaborate with
our D&I Council, CLA Foundation, and office champions
to elevate our impact in our communities.
The CLA Foundation mission: creating career opportunities
through education, employment, and entrepreneurship.
Since 2015, the CLA Foundation has granted $3.5 million
through 217 grants to 158 unique organizations, with more
than $1 million raised and granted in 2019 alone.
Giving to the CLA Foundation is 100% employee driven,
and is committed to impacting and benefitting the places
we work and live.
Introduction
Firm Highlights
Living The
CLA Promise
Creating
Opportunities
for Our Clients
Creating
Opportunities
for Our People
Creating
Opportunities for
Our Communities
About CLA
Looking Forward
23. 23
PROMISE REPORT
JANUARY 2020
CLA GIVING DAY
The CLA Family made history on June 18, 2019,
working together to raise more than $1 million to
support the CLA Foundation’s annual Giving Day
campaign — a 66% increase over 2018.
We are grateful for every dollar contributed and for the
strong support and increased generosity.
Introduction
Firm Highlights
Living The
CLA Promise
Creating
Opportunities
for Our Clients
Creating
Opportunities
for Our People
Creating
Opportunities for
Our Communities
About CLA
Looking Forward
24. 24
PROMISE REPORT
JANUARY 2020
CLA’S COMMUNITY IMPACT
Introduction
Firm Highlights
Living The
CLA Promise
Creating
Opportunities
for Our Clients
Creating
Opportunities
for Our People
Creating
Opportunities for
Our Communities
About CLA
Looking Forward
TUCSON, ARIZONA
“This past Saturday, 19 Tucson
employees and friends volunteered
(along with other volunteers from the
community) at The Community Food
Bank of Southern Arizona. We boxed
and bagged over 80,000 pounds
of food that will be distributed across
5 counties to the elderly and/or
low-income families. Afterward, several
of the volunteers grabbed a bite to eat
and rehydrated at Cheddars!!”
Rebecca Segovia,
Community Food Bank
ST. PAUL, MINNESOTA
On June 4, 2019, the CLA family came
together for a multi-day learning
opportunity at the Regulated Industries
Conference in St. Paul, Minnesota.
During an after-hours book drive
centered around creating opportunities
for our communities, CLA collected
more than 1,000 children’s books
and an unexpected $30,500 in
spontaneous cash donations.
SAN JOSE, CALIFORNIA
“Shout out to Yen Nguyen for
organizing San Jose’s first 2019
volunteer day and for supporting
our firm’s priority of creating
opportunities for our communities!
Sacred Heart’s vision places equal
emphasis on the building and uniting
of community and on the freedom
from poverty. Their mission is to
build a community free from poverty
by creating hope, opportunity,
and action. They provide essential
services, work together to improve
lives, advocate for justice, and inspire
our community to love, serve, and
share (https://sacredheartcs.org/
about/). Thank you Yen and all
San Jose principals, directors, and
associates that participated!”
Sarah Blach,
Sacred Heart
25. 25
PROMISE REPORT
JANUARY 2020
Introduction
Firm Highlights
Living The
CLA Promise
Creating
Opportunities
for Our Clients
Creating
Opportunities
for Our People
Creating
Opportunities for
Our Communities
About CLA
Looking Forward
NONPROFIT EQUITY
AND SUCCESSION
The CLA family co-facilitated
the creation of the Succession
Plan for the Sector (SPS),
which works across nonprofit
accounting to increase the
representation of people
of color and indigenous
peoples in nonprofits that
serve those communities.
The SPS is dedicated to creating opportunities by embarking
on a large-scale, coordinated effort to attract, support,
mentor, and sustain people of color and indigenous persons
who choose to enter the nonprofit finance field.
SPS steering committee, pictured left to
right: Thomas Toley, The Brand Lab; Leo
Lopez, Old National Bank, Latino Chamber
of Commerce; Bo Thao-Urabe (seated),
Coalition of Asian American Leaders;
Nausheena Hussain, Reviving the Islamic
Sisterhood for Empowerment; Shétu
Rose, Center for Economic Inclusion;
Marcus Owens (seated), African American
Leadership Forum; Mary LaGarde,
Minneapolis American Indian Center; Curtis
Klotz, CLA; Vanan Murugesan, Pillsbury
United Communities; Nonoko Sato (seated),
Minnesota Council of Nonprofits; Orlando
Bryant, National Association of Black
Accountants — Twin Cities; Tawanna Black,
CEO of the Center for Economic Inclusion,
the fiscal sponsor of SPS.
Need high res
version of this
26. 26
PROMISE REPORT
JANUARY 2020
ABOUT CLA
Introduction
Firm Highlights
Living The
CLA Promise
Creating
Opportunities
for Our Clients
Creating
Opportunities
for Our People
Creating
Opportunities for
Our Communities
About CLA
Looking Forward
Grounded in public accounting, our broad professional
services allow us to serve clients more completely and
offer our people diverse career opportunities.
CLA delivers integrated wealth advisory,
outsourcing, audit, tax, and consulting
services to help clients succeed
professionally and personally. With
more than 6,100 people, 120 U.S.
locations and a global affiliation, we
promise to know you and help you.
We are dedicated to building an
inclusive culture that thrives on different
beliefs and perspectives. By welcoming
and respecting our clients and each
other, we can all experience success.
CLA recently was independently
peer reviewed and received
the highest rating possible.
27. 27
PROMISE REPORT
JANUARY 2020
LOOKING FORWARD
Introduction
Firm Highlights
Living The
CLA Promise
Creating
Opportunities
for Our Clients
Creating
Opportunities
for Our People
Creating
Opportunities for
Our Communities
About CLA
Looking Forward
Our journey has no limit.
Denny Schleper
CEO CLA
In 2020, we’re building the next phase
of CLA: investing in innovation, in our
global business, and in diversity and
inclusion, while preparing ourselves
to deliver even more on our promise
to know you and help you.
We hope that you’ve seen in this Promise Report how much we have
accomplished over the past year — in the new year, we will continue to create
even more opportunities for our clients, our people, and our communities.