Just released! The CPA Firm Diversity Report, sponsored by Xero
The only comprehensive diversity benchmark for CPA firms and based on eight years of Accounting MOVE Project results. Read the executive summary in the December 2017 issue of Public Accounting Report: Executive Summary – CPA Firm Diversity Report 2017 Public Accounting Report
And the full report is here: CPA Firm Diversity Report, sponsored by Xero
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.
All CPA firms are invited to participate. Join the 2018 Accounting MOVE Project here.
- Is your firm in process on deciding if you’ll be joining the 2018 Accounting MOVE Project? We’ll hold the door open if we know that your decision is imminent!
- 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
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 2016
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!
- The Accounting MOVE Report 2015, “Lightbulb Moments that Show the Way: Insight into Action.”
- The 2015 Best CPA Firms for Women & Best CPA Firms for Equity Leadership lists
- Read the Accounting MOVE Project Executive Summary in the May 2015 issue of Public Accounting Report: PAR_05-15_MOVE- WOMENS SURVEY EXTRA
- And read about trends in advancing women in public accounting in the entire May 2015 issue of Public Accounting Report: PAR_05-15
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.
2014 Accounting MOVE Project Results
The theme for the 2014 Accounting MOVE Project was ROI for Advancing Women: Return on Influence, Initiatives and Internships.
- 2014 MOVE Results were presented at the national conferences of the Accounting & Financial Women’s Alliance and the American Woman’s Society of CPA’s. See the slideshow here and download the MOVE AFWA handout , which includes MOVE highlights and the business case for advancing women.
AccountingWeb profiled MOVE and the Rothstein Kass Rainmakers Roundtable program: Boosting Women Accountants Boosts the Bottom Line – AccountingWeb
Which accounting firms are truly best for women? Those whose cultures and programs are proven to advance women. Check out the 2014 Best Accounting Firms for Women and the Equity Leadership Firms – MOVE Best firms 2014 Release – and at the websites of our association partners, the Accounting and Financial Women’s Alliance and the American Woman’s Society of CPA’s. Both lists are based on MOVE results.
- 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
- 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
- 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 the 2013 Accounting MOVE Project Report MOVE_report_6_6
- The 2013 Accounting MOVE report debuted in May as an executive summary special section in Public Accounting Report. See the special section here: May 2013-Women’s EXTRA copy
- And read the accompanying feature story here: PAR May 2013
- Check out the 2013 Best Firms for Women list, sponsored by the Accounting & Financial Women’s Alliance and the American Woman’s Society of CPA’s
- The Best Firms list published at key industry news sites, like
- Firm leaders! In this preview of the 2013 Accounting MOVE Project report, Women Accountants Tell Profession Leadership what needs to change for them to stay.
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