More Powerful. More Effective. More Fulfilled. Women In Tax Champions Webinar May 1, 2018 More Powerful. More Effective. More Fulfilled.

More Powerful. More Effective. More Fulfilled. Our Mission Women in Tax is a professional organization of executives focused on building networks, professional education and executive coaching, and advocacy for the future of women’s leadership in the tax field. More Powerful. More Effective. More Fulfilled.

More Powerful. More Effective. More Fulfilled. Slogan More Powerful – As a group, women are more powerful than alone. Women In Tax works to empower women through executive coaching, networking, and advocacy. More Effective – Our executive coaching and technical training make women more effective in their daily professional lives. More Fulfilled – Women In Tax urges women to HAVE FUN, search their souls, create meaningful goals, and CELEBRATE their achievements. Through positive and inspiring networking events, Women In Tax proudly makes women more fulfilled in their careers. More Powerful. More Effective. More Fulfilled.

Women In The United States….. Represent 50.8% of the population Earn 47% of all law degrees and 48% of all medical degrees Earn 38% of all MBAs and 48% of specialized master’s degrees Account for 47% of the labor force and 49% of the college-educated labor force Hold almost 52% of all professional level jobs Source: Center for American Progress More Powerful. More Effective. More Fulfilled.

More Powerful. More Effective. More Fulfilled. But….. While they are 44 percent of the overall S&P 500 labor force and 36 percent of first- or mid-level officials and managers in those companies, they are only 25 percent of executive- and senior-level officials and managers, hold only 20 percent of board seats, and are only 6 percent of CEOs. At S&P 500 companies in the financial services industry, they make up 54 percent of the labor force but are only 29 percent of executive- and senior-level managers and 2 percent of CEOs. In the legal field, they are 45 percent of associates but only 22 percent of partners and 18 percent of equity partners. In medicine, they comprise 37 percent of all physicians and surgeons but only 16 percent of permanent medical school deans. In academia, they are only 31 percent of full professors and 27 percent of college presidents. Source: Center for American Progress More Powerful. More Effective. More Fulfilled.

More Powerful. More Effective. More Fulfilled. In Accounting… 1.3 million accountants in United States 63% of all accountants are female 51% of new hires are female 19% of leadership positions in accounting held by women More Powerful. More Effective. More Fulfilled.

More Powerful. More Effective. More Fulfilled. Value Proposition Women in Tax is the only organization for women that integrates all career levels and fields of tax As an independent organization, we: Work with company Women’s Initiatives programs to strengthen networks and sharpen skills for women in the field of tax; Challenge industry norms; Seek out the reasons for women leaving the field of tax; Honestly examine the reasons that hinder women from reaching leadership positions; Build and lead programs to respond to industry trends, technical needs, and leadership gaps Why join Women In Tax? Perhaps you are a new professional, struggling to understand a technical issue – our members can help. Perhaps you are preparing for a performance review, and don’t know what to expect – our members can help. Perhaps you are thinking of leaving your current job, but are not sure if you are making the right move – our members can help. Perhaps you are not being staffed on challenging client assignments, and don’t know who to turn to for advice – our members can help. Perhaps you wish you had a role model to turn to for inspiration – our members can help. Get the idea? You are not the first person who is struggling with these issues, nor will you be the last. Many times in my career, I wished I had someone (independent from peers in my company) to turn to for advice to help me make better decisions. Hopefully Women In Tax will be there to help you through your journey. More Powerful. More Effective. More Fulfilled.

November Survey – What We Learned Most (85%+) of the respondents have 15+ years of experience, so unfortunately not a very good cross section of the tax population. Unfortunately, we are not currently reaching the younger set of the population. For those with Women’s Initiative programs, 55% are satisfied, 33% are less than satisfied, 22% very satisfied Even split between people who have mentors they can turn to for support vs. not Primary areas of need for advancement of staff are: soft skills, technical, and executive presence Respondents interested in events that are: fun – 75%, motivational – 75%, charitable – 58%, technical – 50%, developmental – 50%, advocacy related – 33% Most respondents are interested in in-person events, either after work or at lunchtime Respondents prefer monthly live events and weekly/biweekly communications More Powerful. More Effective. More Fulfilled.

More Powerful. More Effective. More Fulfilled. Timeline for Roll-out May/June 2017 – build website, strategic plan, roll out LinkedIn group July-Dec 2017 – obtain sponsors, build membership database, establish Executive Board, survey potential members Sept 2017 – Grand Opening – open for membership Nov 2017 – First New York networking event TBD – first Executive Board meeting Ongoing – host town hall meetings, networking events, listening sessions with firm executives May 2019 – Inaugural Summit and Gala Dinner benefitting scholarship fund More Powerful. More Effective. More Fulfilled.

More Powerful. More Effective. More Fulfilled. Sponsorship Levels TEI WIB Stamford Tax CBIA Women In (current) Women In (future) Premier 25,000 15,000 Elite 12,500 7,500 Signature 8,000 6,000 Chapter 1,500 Events 2,500 Platinum 80,000 Gold 50,000 Silver 30,000 Bronze 20,000 Bags 12,000 Exhibitor More Powerful. More Effective. More Fulfilled.

More Powerful. More Effective. More Fulfilled. Membership Levels TEI WIB Stamford Tax Ellevate CBIA Women In Individual 225 375 400 General 95 Student 50 Organizational (3+) 75 150 Entrepreneur 500 Emerging (0-5 years) 100 Achiever (5-10) 250 Executive Council 1,000 Events 75-125 Join today at www.women-in-tax.org/join-now/ More Powerful. More Effective. More Fulfilled.

More Powerful. More Effective. More Fulfilled. Membership Benefits Access to influential women entrepreneurs and industry leaders Inside track on issues that affect women in tax careers Special opportunities to attend unique non-WIT events and programs Far-reaching networking and relationship building Targeted community-service involvement Professional development programs Opportunities in top leadership levels Mentorship at all levels More Powerful. More Effective. More Fulfilled.

More Powerful. More Effective. More Fulfilled. Chapters 2017 – Metro New York City – New York, New Jersey, and Connecticut 2018 – Los Angeles, Houston, Washington D.C. 2019 – Chicago, San Francisco 2020 - Dallas, Atlanta, Denver Others as appropriate and as demand dictates More Powerful. More Effective. More Fulfilled.

More Powerful. More Effective. More Fulfilled. Chapter Events Panel discussions with senior leaders Thought leadership Technical Professional coaching Management development Social good Fun networking More Powerful. More Effective. More Fulfilled.

More Powerful. More Effective. More Fulfilled. The Challenges If you build it, WILL THEY COME? The chicken vs. the egg Demographics The day job gets in the way More Powerful. More Effective. More Fulfilled.

More Powerful. More Effective. More Fulfilled. Call to Action Chapter Chairs Committee Chairs Executive Board “If you want to go fast, go alone. If you want to go far, go together.” - African Proverb More Powerful. More Effective. More Fulfilled.

National Committees “What They Do” Role Chapter Chair Coordinate Chapters, guide growth, communicate best practices Programming/Events Networking, educational and professional development programs Membership Ensuring maximum participation of membership and enrollment Sponsorship Budget, sponsorship, funding outreach, scholarships Member Benefits Establish partnerships with vendors to provide discounted rates on products and services to our members More Powerful. More Effective. More Fulfilled.

Chapter Committees “What They Do” Role Chapter Chair Lead Chapter, guide growth, key link between chapter and National Programming/Events Networking, educational and professional development programs Membership Ensuring maximum participation of membership and enrollment Sponsorship Budget, sponsorship, funding outreach, scholarships Member Benefits Establish partnerships with vendors to provide discounted rates on products and services to our members More Powerful. More Effective. More Fulfilled.

Next Steps Volunteer to be a Leader Be the Champion for Women In Tax for your Organization Encourage your Organization to Sponsor Women In Tax Join our LinkedIn Group at Women in Tax, Accounting and Finance Reach out to us with Questions, Comments, and Suggestions admin@women-in-tax.org 646-849-6384 www.women-in.tax.org