Accounting MOVE Project

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Now open! The 2018 Accounting MOVE Project: Expanded Vision, Rising Results: Evolving perspectives redefine and refresh initiatives

Join MOVE now! Women’s initiatives led the way at many firms, opening discussions that are now expanding to include a wide range of considerations about inclusion, firm culture, and what it really means to be a ‘best place to work.’  The 2018 Accounting MOVE Project will explore how firms are digging deep to understand the underlying dynamics of lasting change for women, and the implications for defining and measuring success for all employees and the entire firm.

Key Milestones:

All CPA firms are invited to participate. Join the 2018 Accounting MOVE Project here.

  • December 22, 2017: The deadline for joining the 2018 Accounting MOVE Project
  • February 16, 2018: The deadline for completing your firm’s survey
  • May 2018: Executive summary published in Public Accounting Report 
  • June 2018: Best CPA Firms for Women, Best CPA Firms for Equity Leadership, and the full 2018 Accounting MOVE Project released; confidential firm Snapshots and Scorecards distributed

Here’s what you need to join the 2018 Accounting MOVE Project:

  • Project Overview: The one-page summary of what MOVE is about and what your firm gains by joining MOVE 2017 Overview
  • Snapshot or Scorecard: The difference between the two levels of benchmarking report that your firm can request, and how to figure out which is best for your firm. Snapshot or Scorecard? 2018
  • MOVE Project Administrative Fees and Methodology: How it works and how much it costs.   2018 MOVE Administrative Fees & Methodology
  • Join the 2018 Accounting MOVE Project here and you’ll be on your way to insights and data that you can use to recruit, retain, develop and advance the talent your firm needs.

 2017 Accounting MOVE Project Results: Pipeline to Finish Line  

  • The 2017 Accounting MOVE Project Report
  • Best CPA Firms for Women 
  • Best CPA Firms for Equity Leadership 

First published in Public Accounting Report May 2017, read the executive summary in this special section: Public Accounting Report MOVE section May 2017.

Download the full 2017 Accounting MOVE Project Report.

Congratulations to the firms on the Best and Equity Leadership lists, based on Accounting MOVE Project results! Check out the press release: 2017 Best Public Accounting Firms for Women | Accounting MOVE Project

And read all about MOVE Project media coverage!

2016 Accounting MOVE Project Results

  • The 2016 Accounting MOVE Project Report
  •  Best CPA Firms for Women list
  • Best CPA Firms for Equity Leadership list.

Read all about it in the press release: Best Firms & MOVE 2016You Remind Me of Me

And use the 2016AccountingMOVEReport to use executive sponsorship to cultivate women leaders, partners, and as a ‘silver bullet’ for succession planning.

2016 Accounting MOVE Project theme, Sponsorship: Stepping Up Success, is the centerpiece of the May 2016 issue of Public Accounting Report: PAR_05-16 and an executive summary of the 2016 Accounting MOVE Project results: PAR-05-2016_Extra-Women’s Survey.

CPA firm culture is perpetuated when leaders clone themselves. The MOVE Project team detected this insidious dynamic and rescripted it in this infographic ‘Beyond ‘You Remind Me of Me’.”

2015 Accounting MOVE Project Results 

The 2015 Accounting MOVE Project continues to make waves in the CPA profession and with clients.

Customized Career Paths Keep Women on Partner Track | AccountingWEB:   this story features MOVE firms Yeo & Yeo; Mahoney Ulbrichson; and The Bonadio Group.

Women’s initiative? When do men get THEIR initiative? The Nov. 18, 2015  Accounting MOVE Project delivered the perfect response to that common ‘devil’s advocate’ objection to CPA firm women’s iniatiaves. Here’s the deck: MOVE webinar Slides, which highlights:

  • Moss Adams: How partner Darin Goehner helps other male leaders ‘seize the moment’ when they suddenly see why it’s important to advance women.
  • CohnReznick: How Chief of Staff Risa Lavine frames the advancement of women as a business challenge (not a female issue) to expand leaders’ investment in women
  • Yeo & Yeo: How director of marketing Kimberlee Kelley reaped 27,693 social media impressions by leveraging MOVE results as a spotlight.
  • How to make the most of the Lightbulb infographic in the  Accounting MOVE Report 2015

Through the Accounting MOVE Project, Baker Tilly sets the bar for pay equity at CPA firms. Read all about it in this AccountingWEB story. CPA Firms Use Pay Equity to Build Employee Trust – and Their Brand | AccountingWEB. And check out additional MOVE Project media coverage, too!

Read the business case for advancing women in public accounting: MOVE Business Case 10-14

Here are the slides that showcase three MOVE Best Practices your firm can use now! MOVE 2014 Best Practices Webinar 11/24/14

  • Moss Adams: Its empoWer networking model equips propels women partners to rapid business development success.
  • CohnReznick: Its WomenCAN initiative shaped the firm’s post-merger culture.
  • Lurie, Besikof, Lapidus: Its Emerging Leaders program helps millennials envision their future as firm leaders.

MOVE recognizes programs and firm cultures that actually work…like Forum W at Moss Adams, as showcased in this profile of Star Fischer that ran in the Nov. 20, 2014 edition of the Wall St. Journal.

2014 Accounting MOVE Project Results

The theme for the 2014 Accounting MOVE Project was ROI for Advancing Women: Return on Influence, Initiatives and Internships.

  • Deep dive MOVE details are in the full report: MOVE_Report_2014
  • Read the 2014 MOVE executive summary in Public Accounting Report: PAR_05-14-EXTRA[2]
  • Also in the May 2014 issue of Public Accounting Report: how MOVE National Sponsor Rothstein Kass captured $6.5 million in new revenue from its Rainmakers Roundtable women’s initiative…and comments from Melissa Hooley, a partner with ACM and chair of the AICPA’s Women’s Initiative committee: PAR_05-14[2]
  • There is no point in advancing women without incorporating them into business development and succession planning, as we point out in this  article in Institutional Investor Institutional Investor May 19 2014
  • Transparency is the new currency of trust, as Joanne Cleaver explained in this February 2014 commentary in Public Accounting Report: PAR_02-14
  • Read the 2014 MOVE Launch Media Release

2013 MOVE Project Results

Read about MOVE in Signature March ’13, the magazine for association communication executives.

Here’s what industry leaders have to say about the Accounting MOVE Project:

“Joanne led a session with my managing partner roundtable group on developing women partners at CPA firms. She may not have known it, but she entered a “lion’s den” because many of the 25 firms in the group are doing poorly in developing female staff into partners. She did a marvelous job of explaining the results of her research and addressing the obstacles thrown her way by some of the problem firms. Most importantly, she gave several “takeaways” that, if properly implemented, will help these firms finally achieve success at developing more women partners. Any firm looking to improve its performance in developing women partners would do themselves a huge favor by inviting Joanne Cleaver to work with them.”
– Marc Rosenberg of The Rosenberg Associates

2012 Accounting MOVE Project Results

2012 Accounting MOVE Project Report: How Strategic Community Service Builds Communities and Careers: It’s not just golf for women!

2012 Best CPA Firms for Women These are the innovators, finding new ways to advance women. MOVE Best firms 2012 

 

Best Firms Showcased in Accounting Today

2011 Accounting MOVE Project Results

Figuring Out Millennials They’re confident and assertive. They’re loyal — to technology and to their own ambitions. They’re smart. And in accounting, they’re women.

2010 Accounting MOVE Project Results

MOVE Report FINAL 3-31-10