Best Practices from the 2014 Accounting MOVE Project Nov. 24,

Moss Adams: empoWer A New Networking Model CohnReznick: WomenCAN A Unified Vision Post-Merger Lurie Besikof Lapidus & Company LLP: Emerging Leaders A Fresh Vision for Millennials

MOVE translates the business case for advancing women to business results Annual benchmarking Best practices Analysis & confidential feedback Join now for MOVE

Moss Adams: empoWer A New Networking Model Jennifer Wyne Director of Human Resources

Forum W Mission and Priorities Mission Accelerate the firm’s success in attracting, developing, retaining, and advancing talented women. Priorities Dialogue Listen to women regarding their career goals and experiences at Moss Adams Networking Establish a solid foundation of relationships inside and outside the firm Mentoring Connect those who are developing with those who have already achieved Advancement Provide ample growth opportunities and encourage the pursuit of leadership roles

empoWer Alliance to promote networking and business development Began with a light bulb moment by a male partner What is empoWer? Focused on Sr. Managers and Partners Host client and non-client facing events How does empoWer work? Internally - comfortable way to build their external network Externally - Positive feedback from clients Expanded to other markets What are our results?

empoWer Events Networking Within empoWer Community service Panel discussions 1:1 networking Client and Prospect Events Seattle Repertory Theater 110 guests (80 were clients and prospects) Networking with drinks, appetizers, and photographer Visit from playwright empoWer split the cost for tickets and catering (9k)

empoWer Best Practices 1.Limit the number of companies 2.Share responsibility across all organizations 3.Form a steering committee 4.Assign champions and an individual from marketing 5.Be clear on purpose of event 6.Know your audience 7.Create a budget and plan ahead

CohnReznick: WomenCAN A Unified Vision Post-Merger Risa Lavine Principal, Chief of Staff

WomenCAN at CohnReznick: Leveraging a merger to grow and strengthen the women’s initiative

Our Approach Background Re-launch Re-brand New shared vision

Best Practice #1: Establishing Leadership Support and Buy-in Establish and communicate the business case Involve men and women in the discussion Break down any resistance Create joint goals and celebrate success Examples: – Steering Committee Strategy Session – WomenCAN Leadership Summit

Best Practice #2: Customizing Our Approach to Each Office National goals guide local goals Custom Action Plans per office Best Practice Sharing Empowering Liaisons

Best Practice #3: Communication WomenCAN scarf WomenCAN intranet First WomenCAN Annual Report Fact Sheet and Quick Facts

Key Results/Successes Increased organizational commitment Increased focus on business needs Added marketing member to the team Provided women with access to role models Continue to host conversations with leadership and leverage Annual report

Lurie Besikof Lapidus & Company LLP: Emerging Leaders A Fresh Vision for Millennials Beth Kieffer Leonard Managing Partner

Background  Why shake it up?  Business case  Strategy  How do you really make change?  The powerful impact of an outside view  Willingness of transparency

Criteria  Top performers  Contributing beyond charge hours  People development  Business development  Community  Clients  CPA  Manager

Structure  Invitation from the Partners based on criteria  Partner Retreat  Annual Firm Meeting  Firm Projects  ELG Self Directed Monthly Meetings

Results for the Individual and the Firm  Engagement  Development – learning to work “on the business”  Retention  Execution on Projects  Succession Planning  Culture Enhancement

Evolution  Year One  100% Retention  11 Participants  New concept – storming & energy  Year Two  100% Retention  11 Participants  Looking for norming  Year Three (current)  First participant to be promoted to Partner  First additions to the original group – two new members  First person to resign

Moss Adams: empoWer A New Networking Model CohnReznick: WomenCAN A Unified Vision Post-Merger Lurie Besikof Lapidus & Company LLP: Emerging Leaders A Fresh Vision for Millennials Q & A

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