Accounting firm leaders are justifiably concerned about recruiting and retaining the talent needed for their firms to survive, and ideally, thrive. MOVE Like This features conversations, lessons and ideas Accounting MOVE Project firms have used to successfully find, retain, develop and advance women and diverse talent to drive competitive advantage and stand out from the crowd.
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Jessica McClain, Girl Scouts CFO, Joins the MOVE Conversation
24:36
24:36
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24:36Just in time for Girl Scout cookie season, we talk to Jessica McClain, the organizations newly-appointed CFO. On this episode, Jessica and Bonnie talk about the importance of "belonging" in the workplace. Research shows that at least 64% of people feel the need to hide some aspect of their identity from their co-workers. Trying to keep part of your…
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Amy Yip, Keynote Speaker & Author, Joins the MOVE Conversation
28:19
28:19
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28:19On this episode, we talk about why so many women are "people pleasers" and have such a hard time saying no when needed. We dive into how to identify our boundaries and literally practice saying "no" until we are comfortable doing so. We then expand on that conversation to discuss what firm leaders can do to create a culture where client needs are m…
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Safiya Reid with Pure Insurance Joins the MOVE Conversation
34:25
34:25
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34:25Today, we leave the accounting profession for an episode and talk to Safiya Reid, the AVP of Employee Engagement with Pure Insurance. We talk about how she got into the DEI space, why focusing on naysayers is not the best use of our time, and reiterate how this work is all about adding opportunities – not subtracting them. We also talk about how we…
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Sandra Wiley with Boomer Consulting Joins the MOVE Conversation
47:22
47:22
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47:22Strap in because this one is longer than most but well worth the time investment. Sandra Wiley, president of Boomer Consulting, joins to discuss Boomer's DEI Consortium, the talent shortage, and how firms can rise above the talent shortage. But we also discuss how DEI is a "human issue" even though many try to politicize it, particularly during the…
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Mayumi Young with CPA MOMS Joins the MOVE Conversation
38:08
38:08
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38:08After a break in August, we kick off September with a great conversation with Mayumi Young, the founder and CEO of CPA MOMS. We discuss what led her to starting this business and how it has grown and changed since 2008. We also delve into the accounting profession as a whole, discussing how firms need to make adjustments to attract, retain and prom…
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Liz Barentzen with Accounting+ Joins the MOVE Conversation
30:05
30:05
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30:05On this episode, Bonnie is joined by Liz Barentzen, VP of Operations and Talent Initiatives for the Center for Audit Quality, to talk about the Accounting+ program which has been educating young people, particularly those in underrepresented groups, about the benefits and possibilities of a career in accounting. We talk about why the profession is …
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Tricia Bencich with Moss Adams Joins the MOVE Conversation Again
29:40
29:40
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29:40On this episode, Bonnie is joined by Tricia Bencich of Moss Adams for the second time. We go deep on the idea of "mental load" and how it impacts us, particularly women, in the workplace. While you may not be familiar with the phrase "mental load," I'm willing to bet you experience it all the time, since it is a term for the invisible labor involve…
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Rob Lucas with the Alzheimer's Association Joins the MOVE Conversation
25:24
25:24
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25:24On today's episode, we talk to Rob Lucas, the director of corporate initiatives at the Alzheimer's Association. Why, you ask? In part, because Bonnie was recently asked to join their Accounting Industry Leadership Council, and she wanted to share the great work of this group. Interestingly, it is often accountants that notice the first signs of Alz…
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Carol Ann Nash with Armanino Joins the MOVE Conversation
33:46
33:46
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33:46On today's episode, Carol Ann Nash from Armanino shares what her firm is doing to create a work culture that takes into account post-COVID desires for flexibility while also meeting team needs when they come into the office. We discuss what employees are saying they want most, not only in terms of where they work, but in the type of work they do. S…
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Jen Wilson with Convergence Coaching Joins the MOVE Conversation
40:53
40:53
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40:53Strap in for a deep conversation with Jen Wilson, Co-Founder & Partner with Convergence Coaching, and a fellow member of the CPA Consultants' Alliance (https://cpaconsultantsalliance.com/). We talk about some of the biggest challenges facing the accounting profession, the work of the National Pipeline Advisory Group (https://www.accountingpipeline.…
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Trevor Williams with GRF Joins the MOVE Conversation
29:59
29:59
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29:59On this episode, I catch up with Trevor Williams, DEI Director with GRF CPAs & Advisors. He and his firm were recently featured in an Accounting Today article for their DEI efforts and the transparency report they released that talks about the strides made, but also points out the areas where more work is needed and how they are going to get there.…
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Michael Annichine with the Magee-Womens Research Institute & Foundation Joins the MOVE Conversation
23:01
23:01
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23:01In this episode, we take a break from accounting and talk about something that impacts all of us: healthcare. As the CEO of Magee-Womens Research Institute & Foundation, Michael has a front row seat to what is going on in women's healthcare and is one of the strongest advocates in the area. We talk about what brought him to this role, why women hav…
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Jessica Hekmatjah from BPM Joins the MOVE Conversation
25:13
25:13
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25:13On this episode of MOVE Like This, Bonnie is joined by Jessica Hekmatjah, Chief Marketing & Corporate Development Officer at BPM. We discuss the firm's substantial increase in women partners between 2022 and 2023 and how leadership support is important to any DEI initiative. We also learn the valuable role BPM's colleague resource groups play in it…
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Mary Maguire of MJM Talent Solutions Joins the MOVE Conversation
40:06
40:06
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40:06On this episode, we have our first return guest! Our very first guest, Mary Maguire, formerly of SAPRO and currently CEO of MJM Talent Solutions, returns to talk about the state of diversity, equity, inclusion and belonging in the accounting profession. We dive into what programs need to succeed, why firms should not pull back on their efforts, and…
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Cindy Stanley & Shane Schaefer from AFWA Join the MOVE Conversation
35:18
35:18
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35:18On this episode, we are joined by two women from the Accounting and Financial Women's Alliance (AFWA), Cindy Stanley, Executive Director and Shane Schaefer, Events & Education Director. We learn about AFWA's 86-year-history and how the organization and the Accounting MOVE Project started working together 15 years ago. Cindy shares her observations …
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Priscilla Hammonds with BerryDunn Joins the MOVE Conversation
41:13
41:13
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41:13Priscilla Hammonds, DEI Director at BerryDunn joins MOVE Like This to share her unique perspective as someone who has worked in the DEI space for 20+ years. We learn how BerryDunn has embraced diversity, equity, inclusion, belonging and access and committed time, resources and energy to creating a firm of choice for all potential employees. Priscil…
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Reema Patel with CBM Joins the MOVE Conversation
32:16
32:16
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32:16Reema Patel, accounting practitioner, financial advisor and co-director of D-PATH, CBM's diversity and inclusion initiative, talks about how the firm has created policies that attract and retain women, how she addresses DEI skepticism, and why she helped create a financial planning service targeting Millennials. We also learn why she would choose t…
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Angie Grissom with The Rainmaker Companies Joins the MOVE Conversation
32:00
32:00
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32:00Angie Grissom, CEO of The Rainmaker Companies and one of the most influential people in accounting, joins Bonnie to talk about the importance of diversity, equity and inclusion in today's profession. Topic discussed range from what firms can do to find and retain talent, how a "people-first" approach is vital to today's workforce, and what successf…
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Amanda Pontow & Megan Geissinger from Bland & Associates Join the MOVE Conversation
23:43
23:43
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23:43Amanda Pontow, partner, and Megan Geissinger, Human Resources manager, at Bland & Associates join Bonnie to discuss how they are supporting local high schools to fight the talent shortage, discuss their Leadership training program, called BLING, and share how they are invested in cross training team members to ensure clients are always served at th…
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Jen Cryder of the PICPA Joins the MOVE Conversation
34:10
34:10
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34:10Jen Cryder, CEO of the Pennsylvania Institute of CPAs, joins Bonnie to talk about the talent crunch, the core reasons why fewer young people are entering the professions, and how some firms are addressing it. We also discuss some ways firms need to adjust to retain the people they have, particularly women, and where they need to invest their money …
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Arianna Savoca of Grassi Joins the MOVE Conversation
28:43
28:43
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28:43Arianna Savoca, Human Resources Manager with Grassi talks about how training and mentoring is built into the culture at Grassi, the great work and impact that the Women's Council and other ERGs have on the firm, and how bi-annual employee reviews help ensure pay equity at the firm. We also learn about the unique superpower she would like to have an…
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Lanelle Herink of HBE Joins the MOVE Conversation
27:23
27:23
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27:23Lanelle Herink, a partner at HBE, talks about the challenges of instilling culture in a remote working environment, how important it is to provide training and transparency for rising leaders in the firm, and offers advice for other firms looking to recruit, retain and promote women. We also learn that she'd head to Italy if given the opportunity t…
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Dave Roberson of RoseRyan Joins the MOVE Conversation
39:04
39:04
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39:04Dave 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 leader…
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Robin Matthews of Jones & Roth Joins the MOVE Conversation
26:14
26:14
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26:14Robin 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 …
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Sharon Bhalaru of Armanino Joins the MOVE Conversation
31:02
31:02
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31:02Sharon 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 partner…
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Lori Leutwyler from Kerkering Barberio Joins the MOVE Conversation
17:19
17:19
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17:19Lori 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 als…
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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 …
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Karen Mattull and Kim Paskal of BeachFleischman Join the MOVE Conversation
19:13
19:13
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19:13On 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, an…
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Avani Desai of Schellman Joins the MOVE Conversation
33:51
33:51
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33:51Avani 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 fi…
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Becky Guenther of Rehmann Joins the MOVE Conversation
29:51
29:51
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29:51Becky 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 d…
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Donny Shimamoto from the Center for Accounting Transformation Joins the MOVE Conversation
24:44
24:44
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24:44Donny 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. Towa…
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Tricia Bencich of Moss Adams Joins the MOVE Conversation
28:09
28:09
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28:09Tricia 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' orig…
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Lori Kaiser from Kaiser Consulting Joins the MOVE Conversation
16:22
16:22
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16:22Lori Kaiser, founder and CEO of Kaiser Consulting, talks about her firm's unique model of all employees working part-time hours, their recent acquisition by a private equity firm, and why traveling to Antartica is on her bucket list.By Bonnie Buol Ruszczyk
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Keynote Speaker & Leadership Coach Scharrell Jackson Joins the MOVE Conversation
37:55
37:55
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37:55Scharrell Jackson, an accomplished international keynote speaker and leadership coach with decades of firsthand public accounting experience, joins MOVE Like This to talk about Juneteenth and so much more. We touch on the changes firm leaders must embrace to compete in today's market, how to bring more diversity to the profession, and the importanc…
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Corinne LaRoche of James Moore & Co. Joins the MOVE Conversation
26:20
26:20
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26:20Corinne LaRoche, Nonprofit Partner, James Moore & Co. shares some of the reasons her firm has nearly reached partner between men and women, her thoughts on how firms can approach work differently to adjust to fewer students entering the profession, and why she wanted to be a weather girl when she was 5 years old. Visit https://www.jmco.com to learn…
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Tracy Brown, Clark Nuber, Joins the MOVE Conversation
21:06
21:06
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21:06Tracy Brown, Chief Human Relations Officer at Clark Nuber, shares why she thinks her firm is better able to attract and retain talent than the national average, discusses how it has embraced a flex-work model, and describes why she would want to be telepathic if she could have any superpower.By Bonnie Buol Ruszczyk
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Kristen Clark, The Bonadio Group, Joins the MOVE Conversation
29:30
29:30
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29:30Kristen Clark, Chief Risk Officer and Syracuse Office Managing Partner, at The Bonadio Group talks about how her firm retains more women than most, what she learned from their recent pay equity audit, and why she would love to be able to teleport anywhere she wants.By Bonnie Buol Ruszczyk
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Kandace Freeman of Frazier & Deeter Joins the MOVE Conversation
35:45
35:45
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35:45Kandace Freeman, DEI Program Manager at Frazier & Deeter in Atlanta discusses the firm's intentional approach to recruiting and retention and offers advice for other accounting firms that are looking to diversify their staff and create a culture of belonging.By Bonnie Buol Ruszczyk
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Ask Me Anything Episode with Joanne Cleaver, MOVE founder
28:05
28:05
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28:05Joanne Cleaver, the founder of the Accounting MOVE Project, and Bonnie Buol Ruszczyk talk about MOVE's history, methodology, and how it has impacted firms for more than a decade.By Bonnie Buol Ruszczyk
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Mary Maguire from SAPRO joins the MOVE conversation
26:54
26:54
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26:54Mary Maguire, Executive Vice President of Global Strategic Partnerships, joins the show to talk about some of the innovative programs at SAPRO. We also discuss why SAPRO became a MOVE sponsor, that pay equity is good for business, and how she learned about running a business from her grandmother.By Bonnie Buol Ruszczyk
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