Description
15
ANNUAL REPORT
. ANNUAL REPORT
SETTING A COURSE
NOTABLE NUMBERS
INNOVATING FOR IMPACT
SETTING A COURSE
CREATING MOMENTUM
2015 HAPPENINGS
GETTING NOTICED
RESOURCES
Forum W remains a top priority for our firm, and
To accomplish these goals, we’ve developed a
we continue to keep its mission at the forefront
sponsorship program to increase the individual
of our minds: to accelerate the firm’s success in
impact. We’ve also begun to create the framework
attracting, developing, retaining, and advancing
for a process that will more intentionally identify
talented women at Moss Adams. Seven years in,
candidates and fill leadership roles with women.
we can see that we’re making an impact.
The momentum is exciting, and this year’s report
In 2015, we focused on women’s development and
advancement, finding ways to make career and
leadership development opportunities available
demonstrates it. We invite you to learn more—
about what we’ve done, where we’re going, and
what we’ve yet to do.
at each level so we can strengthen our pipeline
and increase the number of women partners and
leaders at the firm.
Chris Schmidt
Chairman and CEO
Dick Fohn
President and COO
Jen Wyne
Director of HR
< 2 >
.
ANNUAL REPORT SETTING A COURSE WHAT WE’RE ABOUT OUR MISSION To accelerate the firm’s success in attracting, developing, retaining, and advancing talented women. OUR PRIORITIES Individual Impact Encourage women to take ownership of their career, and create practical ways partners OUR GOALS Foster an inclusive culture that values and leverages our women’s talents, voices, and ideas. Make career and leadership development opportunities available at each level to strengthen our pipeline of women. advancement. Increase the number of women partners and women in leadership roles. Policies and Processes Be known as a thought leader on Create a more intentional process to identify developing and advancing women. can engage in women’s development and candidates and fill leadership roles. Renewed Focus Refresh and reinforce the business case for Forum W. Reputational Growth Use external events and recognition to expand Forum W’s impact in the marketplace. SETTING A COURSE NOTABLE NUMBERS INNOVATING FOR IMPACT 2015 HAPPENINGS GETTING NOTICED RESOURCES < 3 > . ANNUAL REPORT SETTING A COURSE NOTABLE NUMBERS INNOVATING FOR IMPACT NOTABLE NUMBERS AN INDUSTRY IN MOTION 2015 HAPPENINGS GETTING NOTICED RESOURCES As an industry, we may have a long way to go, but we’re proud to say we’re seeing progress in the 51% 49% 52% 48% Staff number of women who become partners. In 2009, 20 percent of partners at our firm were women. Today, that number is 26 percent—4 percent above the industry standard. Even better Senior 49% 52% 52% 48% Manager 52% 52% 50% 51% news? The industry itself is improving, with the percentage of women partners up 3 percent from last year. 49% 48% 47% 44% Senior Manager Partner 26% 25% 22% 19% Moss Adams 2014 data as of July 31, 2014; 2015 data as of June 30, 2015. Industry-wide data from the 2015 Accounting Move Project Report. Moss Adams 2015 2014 Industry-wide 2015 2014 < 4 > . ANNUAL REPORT SETTING A COURSE NOTABLE NUMBERS INNOVATING FOR IMPACT NOTABLE NUMBERS TALENT AND TURNOVER 2015 HAPPENINGS GETTING NOTICED RESOURCES As of year-end 2014, more than half of our experienced hires— 52% —were women. < 5 > There’s room to improve. Turnover is an important measure of how our people feel about TURNOVER IN WOMEN BY ROLE 2013 their work at Moss Adams, the way they’re 29% rewarded, and the satisfaction they get from what they do. But it’s also an important factor in 23.7% our talent pipeline. Compared with 2013, we saw higher turnover 2014 21% 24% 25% 17.9% 17% among women in all positions, an indicator that 11% we need to do more to help women find longterm success here rather than somewhere else. Staff Seniors Managers Senior Managers Data for 2013 as of December 31, 2013; data for 2014 as of December 31, 2014. . ANNUAL REPORT SETTING A COURSE NOTABLE NUMBERS INNOVATING FOR IMPACT NOTABLE NUMBERS HITTING OUR GOALS 2015 HAPPENINGS GETTING NOTICED RESOURCES PERCENTAGE OF PARTNERS WHO ARE WOMEN 0% 30% 100% TAX SPECIALTY GROUP 30% < 6 > As of this year, 8 offices or groups PORTLAND 32% LOS ANGELES 38% SAN FRANCISCO 38% have achieved our firm-wide goal to bring the percentage of ALBUQUERQUE 43% partners who are women up to SPOKANE 44% at least 30 percent. TACOMA 50% HEALTH CARE CONSULTING 67% . ANNUAL REPORT SETTING A COURSE NOTABLE NUMBERS WHAT MOSS ADAMS WOMEN ARE SAYING INNOVATING FOR IMPACT 2015 HAPPENINGS GETTING NOTICED RESOURCES 91% 81% “Moss Adams demonstrates a clear commitment to creating a diverse and inclusive workplace.” NOTABLE NUMBERS “I’m proud to say I work for Moss Adams.” 87% “This is a great place to work (as a firm).” < 7 > 79% “I have the flexibility in my job to manage responsibilities at work and outside of work.” 76% “Overall, I would say this is a great place to build my career.” . ANNUAL REPORT SETTING A COURSE NOTABLE NUMBERS INNOVATING FOR IMPACT INNOVATING FOR IMPACT DRIVING ENGAGEMENT 2015 HAPPENINGS GETTING NOTICED RESOURCES GROWTH SERIES PATH TO PARTNER In 2016, we’ll launch this latest initiative in our efforts to strengthen our pipeline of women In 2014, we launched an awareness program partners. It’s a leadership program for high-potential women senior managers. Vendors, surrounding the path to partnership and third-party speakers, and others elements are now being evaluated and incorporated into the published a guideline document and program design. preparation tool to use as a roadmap. Since Objectives Components • Inspire and motivate women to become partners in the firm • Leadership assessment • Clarify the line of sight to partner • Peer coaching groups • Supplement technical skills with business acumen and leadership skills • Leadership skills clinics • Develop camaraderie and a network among women across the firm • Address unique issues women face in our leadership equation • Individual executive coaching • Alignment with a sponsor then, we’ve conducted workshops across our offices that: • Allowed partners to share their individual stories and discuss how employees can achieve their goals of making partner • Fostered transparency regarding the path to partner • Created an opportunity to ask questions and explore what this path will look like for each individual. • Paved the way for a 2016 sponsorship initiative < 8 > .
ANNUAL REPORT INNOVATING FOR IMPACT IMPROVING ACCOUNTABILITY FORUM W FOR LEADERS SERIES LEADERSHIP OPPORTUNITY FRAMEWORK Sponsorship has been one of our focus areas for We’ve made further progress on creating a 2015 and will continue to be critical in 2016. This framework for advancement. Here’s what’s we series aims to give partners practical and easy have on the books so far: ways to engage in Forum W, offering education Goal and tips that support their sponsorship goals. Our progress so far: • Added sponsorship to scorecards. Partners identified individuals to sponsor in 2015, tracking their progress through mid-year and year-end status updates.
This emphasizes the importance of active sponsorship and increases awareness and accountability. • Created the Sponsorship 101 guide. Once partners selected individuals to sponsor, this reference helps them navigate the new measurement criteria. • Planned for further development. We’ll continue to build this series in 2015 by creating additional tools and resources, including an FAQ, business case, webinars, articles, and videos. To make the decision criteria more transparent What It Covers • How we identify and select successors • How we vet candidates for positions • How we appoint leadership roles Scope of Use Firm-wide, regionally, and by office SETTING A COURSE NOTABLE NUMBERS INNOVATING FOR IMPACT 2015 HAPPENINGS GETTING NOTICED RESOURCES < 9 > .
ANNUAL REPORT 2015 HAPPENINGS SETTING A COURSE A FEW NOTABLE EVENTS ALBUQUERQUE For girls ages 9 through 16 WHO PORTLAND Moss Adams seniors and staff, each accompanied by a partner or senior manager Conducted in partnership with the Boys & Girls Clubs of Central New Mexico and the New Mexico Department of Workforce Solutions Career fair and lifeskills training session featuring: WHAT • Training on résumé preparation, dressing for a job, interviewing, community service, and social media awareness • Mock interview stations, presentation sessions CALIFORNIA CENTRAL VALLEY Moss Adams professionals at all levels INNOVATING FOR IMPACT 2015 HAPPENINGS SEATTLE SOUTHERN CALIFORNIA AND PHOENIX Senior leaders from Moss Adams and participating organizations Groups of eight to 15 Moss Adams women New moms and new dads working at Moss Adams A path-to-partner luncheon series that: • Has partners share the ups and downs of their personal journeys • Creates a forum for open communication, fostering morale and a sense of community • Demystifies the path to partner The Forum on Engaging Men, Advancing Women: • Teaches gendersavvy leadership skills • Examines the impact of gender on customer and client relationships • Fosters advanced dialogue among senior leaders GETTING NOTICED RESOURCES < 10 > Cosponsored with Alaska Airlines, Davis Wright Tremaine LLP, and Liberty Mutual Insurance Conducted in partnership with law firm Tonkon Torp LLP Charitable networking event with legal peers; assembled bags of necessities to benefit Salvation Army Female Emergency Shelter NOTABLE NUMBERS Intimate gatherings at the home of a partner or senior manager where women build rapport with one another through fun, themed activities Back-to-work care packages, including: • A two-year subscription to Parents Magazine • Information on Bright Horizons and Aetna info for new parents • Tips on transitioning back to work • A gift card for a massage . ANNUAL REPORT SETTING A COURSE NOTABLE NUMBERS INNOVATING FOR IMPACT GETTING NOTICED NATIONAL RECOGNITION 2015 HAPPENINGS GETTING NOTICED RESOURCES 2015 Best Public Accounting Firms for Women —Accounting MOVE Project CREATING MOVEMENT 2015: 5TH ANNUAL ACCOUNTING MOVE REPORT Top Companies for Executive Women This national study provides As a founding member of the insight on women in the project, we continue to play accounting profession by a role in the report, providing 100 Best Companies measuring four factors our profession with greater —Working Mother essential to women’s access to the drivers of advancement: retention and advancement of Money Opportunities Vital work-life resources Entrepreneurship women in public accounting. —National Association for Female Executives 2014 Innovation in Diversity—Award of Excellence —Profiles in Diversity 100 Best Adoption-Friendly Workplaces —Dave Thomas Foundation for Adoption < 11 > . TONE AT THE TOP ANNUAL REPORT We’d like to extend special recognition to our chairman and CEO, who’s also making an impact on our profession. CHRIS SCHMIDT AICPA Women’s Initiatives Executive Committee GETTING NOTICED SELECTED COMMUNITY & PROFESSIONAL LEADERS SETTING A COURSE NOTABLE NUMBERS Many women throughout our firm are involved in their local communities. Here’s a sampling of a few of those notable women who are making an impact. DENA HERBOLICH VALERIE ALLEN 11th Annual Women of Influence Awards, Albuquerque Business First CHERI BURNHAM FRANCINE VORHEES Chair, 2016 WSCPA Women’s Leadership Summit Bridge Builder Award, Sacramento Regional Community Foundation Vice Co-chair, 2015 and 2016 AICPA Employee Benefit Plan Conferences Women of Distinction Award, JDRF BERTHA MINNIHAN 14th Annual Women Worth Watching Award, Profiles in Diversity Journal 2015 CalCPA Women to Watch Award ANGIE FIDLER AMY SUTHERLAND Board Member, Finance Committee Board of Examiners, AICPA CPA Exam Chair, Excel Public Charter School Board Member, Leave 10 Chair, AICPA CPA Exam Content Committee LAURIE TISH EMILY GRAY Emerging Leaders Committee, United Way of Lane County Member, AICPA Professional Ethics Executive Committee Executive Committee Member, Board Member, National Association of State Boards of Accountancy Conferences Treasurer, JDRF Northern California Inland Chapter Board Member, Sacramento Philanthropic Advisory Forum WENLI WANG 2015 Most Influential Women in the Bay Area, San Francisco Business Times INNOVATING FOR IMPACT 2015 HAPPENINGS GETTING NOTICED RESOURCES < 12 > . ANNUAL REPORT SETTING A COURSE NOTABLE NUMBERS INNOVATING FOR IMPACT GETTING NOTICED FORUM W LEADERSHIP AWARDS 2015 HAPPENINGS GETTING NOTICED RESOURCES < 13 > PAUL TUCCI PARTNER, SANTA ROSA ANIA KROL MARKETING MANAGER, SEATTLE MANG FANG SENIOR MANAGER, CALIFORNIA CENTRAL VALLEY A highly active career advisor Ania has committed countless Upon her reappointment as an and sponsor, Paul consistently hours to acting as a liason for office champion, Mang reignited challenges his peers’ thinking, Forum W, promoting an inclusive her office’s Forum W efforts by advocating for women’s culture throughout the Seattle driving a significant number of the advancement and success at complex and the Puget Sound 15 events held in 2014 and 2015. Moss Adams. He founded a region. She played a key role in the She works as a liason between reading club where members launch of empoWer, our women’s employees and partners to unify read and discuss educational and networking alliance with Davis Forum W’s message and mission. empowering books on reaching Wright Tremaine LLP and US their full career potential. Bank, and oversees its one-on-one networking program. . ANNUAL REPORT SETTING A COURSE NOTABLE NUMBERS INNOVATING FOR IMPACT RESOURCES MAKE YOUR IMPACT 2015 HAPPENINGS GETTING NOTICED RESOURCES Visit www.mossadams.com/forumforwomen to FORUM W ADVISORY BOARD find resources including: • Our previous annual reports • Our Path to Success series, which addresses Forum W’s priorities of mentoring, networking, and community service • Link by Link: A Guide to Forming a Women’s Network at Your Organization Link by Link is an easy-to-use resource that Dan Cheyney Jeff Dieleman Dick Fohn ABOUT MOSS ADAMS Shannan Gardner Nationwide, Moss Adams and its affiliates provide insight and expertise integral to your success. Marke Greene Moss Adams LLP is a national leader in assurance, tax, consulting, risk management, transaction, and private client services. can help you get started. We’ve learned a lot Bertha Minnihan since launching Forum W, and we’re excited Jennifer Price to share our strategy and experiences to help Francine Vorhees other organizations get a jump-start on creating more opportunities for women to advance their careers. < 14 Valerie Allen Tricia Bencich Jen Wyne WWW.MOSSADAMS.COM Moss Adams Wealth Advisors LLC provides investment management, personal financial planning, and insurance strategies to help you build and preserve your wealth. WWW.MOSSADAMSWEALTHADVISORS.COM Moss Adams Capital LLC offers strategic advisory and investment banking services, helping you create greater value in your business. WWW.MOSSADAMSCAPITAL.COM .
ANNUAL REPORT SETTING A COURSE WHAT WE’RE ABOUT OUR MISSION To accelerate the firm’s success in attracting, developing, retaining, and advancing talented women. OUR PRIORITIES Individual Impact Encourage women to take ownership of their career, and create practical ways partners OUR GOALS Foster an inclusive culture that values and leverages our women’s talents, voices, and ideas. Make career and leadership development opportunities available at each level to strengthen our pipeline of women. advancement. Increase the number of women partners and women in leadership roles. Policies and Processes Be known as a thought leader on Create a more intentional process to identify developing and advancing women. can engage in women’s development and candidates and fill leadership roles. Renewed Focus Refresh and reinforce the business case for Forum W. Reputational Growth Use external events and recognition to expand Forum W’s impact in the marketplace. SETTING A COURSE NOTABLE NUMBERS INNOVATING FOR IMPACT 2015 HAPPENINGS GETTING NOTICED RESOURCES < 3 > . ANNUAL REPORT SETTING A COURSE NOTABLE NUMBERS INNOVATING FOR IMPACT NOTABLE NUMBERS AN INDUSTRY IN MOTION 2015 HAPPENINGS GETTING NOTICED RESOURCES As an industry, we may have a long way to go, but we’re proud to say we’re seeing progress in the 51% 49% 52% 48% Staff number of women who become partners. In 2009, 20 percent of partners at our firm were women. Today, that number is 26 percent—4 percent above the industry standard. Even better Senior 49% 52% 52% 48% Manager 52% 52% 50% 51% news? The industry itself is improving, with the percentage of women partners up 3 percent from last year. 49% 48% 47% 44% Senior Manager Partner 26% 25% 22% 19% Moss Adams 2014 data as of July 31, 2014; 2015 data as of June 30, 2015. Industry-wide data from the 2015 Accounting Move Project Report. Moss Adams 2015 2014 Industry-wide 2015 2014 < 4 > . ANNUAL REPORT SETTING A COURSE NOTABLE NUMBERS INNOVATING FOR IMPACT NOTABLE NUMBERS TALENT AND TURNOVER 2015 HAPPENINGS GETTING NOTICED RESOURCES As of year-end 2014, more than half of our experienced hires— 52% —were women. < 5 > There’s room to improve. Turnover is an important measure of how our people feel about TURNOVER IN WOMEN BY ROLE 2013 their work at Moss Adams, the way they’re 29% rewarded, and the satisfaction they get from what they do. But it’s also an important factor in 23.7% our talent pipeline. Compared with 2013, we saw higher turnover 2014 21% 24% 25% 17.9% 17% among women in all positions, an indicator that 11% we need to do more to help women find longterm success here rather than somewhere else. Staff Seniors Managers Senior Managers Data for 2013 as of December 31, 2013; data for 2014 as of December 31, 2014. . ANNUAL REPORT SETTING A COURSE NOTABLE NUMBERS INNOVATING FOR IMPACT NOTABLE NUMBERS HITTING OUR GOALS 2015 HAPPENINGS GETTING NOTICED RESOURCES PERCENTAGE OF PARTNERS WHO ARE WOMEN 0% 30% 100% TAX SPECIALTY GROUP 30% < 6 > As of this year, 8 offices or groups PORTLAND 32% LOS ANGELES 38% SAN FRANCISCO 38% have achieved our firm-wide goal to bring the percentage of ALBUQUERQUE 43% partners who are women up to SPOKANE 44% at least 30 percent. TACOMA 50% HEALTH CARE CONSULTING 67% . ANNUAL REPORT SETTING A COURSE NOTABLE NUMBERS WHAT MOSS ADAMS WOMEN ARE SAYING INNOVATING FOR IMPACT 2015 HAPPENINGS GETTING NOTICED RESOURCES 91% 81% “Moss Adams demonstrates a clear commitment to creating a diverse and inclusive workplace.” NOTABLE NUMBERS “I’m proud to say I work for Moss Adams.” 87% “This is a great place to work (as a firm).” < 7 > 79% “I have the flexibility in my job to manage responsibilities at work and outside of work.” 76% “Overall, I would say this is a great place to build my career.” . ANNUAL REPORT SETTING A COURSE NOTABLE NUMBERS INNOVATING FOR IMPACT INNOVATING FOR IMPACT DRIVING ENGAGEMENT 2015 HAPPENINGS GETTING NOTICED RESOURCES GROWTH SERIES PATH TO PARTNER In 2016, we’ll launch this latest initiative in our efforts to strengthen our pipeline of women In 2014, we launched an awareness program partners. It’s a leadership program for high-potential women senior managers. Vendors, surrounding the path to partnership and third-party speakers, and others elements are now being evaluated and incorporated into the published a guideline document and program design. preparation tool to use as a roadmap. Since Objectives Components • Inspire and motivate women to become partners in the firm • Leadership assessment • Clarify the line of sight to partner • Peer coaching groups • Supplement technical skills with business acumen and leadership skills • Leadership skills clinics • Develop camaraderie and a network among women across the firm • Address unique issues women face in our leadership equation • Individual executive coaching • Alignment with a sponsor then, we’ve conducted workshops across our offices that: • Allowed partners to share their individual stories and discuss how employees can achieve their goals of making partner • Fostered transparency regarding the path to partner • Created an opportunity to ask questions and explore what this path will look like for each individual. • Paved the way for a 2016 sponsorship initiative < 8 > .
ANNUAL REPORT INNOVATING FOR IMPACT IMPROVING ACCOUNTABILITY FORUM W FOR LEADERS SERIES LEADERSHIP OPPORTUNITY FRAMEWORK Sponsorship has been one of our focus areas for We’ve made further progress on creating a 2015 and will continue to be critical in 2016. This framework for advancement. Here’s what’s we series aims to give partners practical and easy have on the books so far: ways to engage in Forum W, offering education Goal and tips that support their sponsorship goals. Our progress so far: • Added sponsorship to scorecards. Partners identified individuals to sponsor in 2015, tracking their progress through mid-year and year-end status updates.
This emphasizes the importance of active sponsorship and increases awareness and accountability. • Created the Sponsorship 101 guide. Once partners selected individuals to sponsor, this reference helps them navigate the new measurement criteria. • Planned for further development. We’ll continue to build this series in 2015 by creating additional tools and resources, including an FAQ, business case, webinars, articles, and videos. To make the decision criteria more transparent What It Covers • How we identify and select successors • How we vet candidates for positions • How we appoint leadership roles Scope of Use Firm-wide, regionally, and by office SETTING A COURSE NOTABLE NUMBERS INNOVATING FOR IMPACT 2015 HAPPENINGS GETTING NOTICED RESOURCES < 9 > .
ANNUAL REPORT 2015 HAPPENINGS SETTING A COURSE A FEW NOTABLE EVENTS ALBUQUERQUE For girls ages 9 through 16 WHO PORTLAND Moss Adams seniors and staff, each accompanied by a partner or senior manager Conducted in partnership with the Boys & Girls Clubs of Central New Mexico and the New Mexico Department of Workforce Solutions Career fair and lifeskills training session featuring: WHAT • Training on résumé preparation, dressing for a job, interviewing, community service, and social media awareness • Mock interview stations, presentation sessions CALIFORNIA CENTRAL VALLEY Moss Adams professionals at all levels INNOVATING FOR IMPACT 2015 HAPPENINGS SEATTLE SOUTHERN CALIFORNIA AND PHOENIX Senior leaders from Moss Adams and participating organizations Groups of eight to 15 Moss Adams women New moms and new dads working at Moss Adams A path-to-partner luncheon series that: • Has partners share the ups and downs of their personal journeys • Creates a forum for open communication, fostering morale and a sense of community • Demystifies the path to partner The Forum on Engaging Men, Advancing Women: • Teaches gendersavvy leadership skills • Examines the impact of gender on customer and client relationships • Fosters advanced dialogue among senior leaders GETTING NOTICED RESOURCES < 10 > Cosponsored with Alaska Airlines, Davis Wright Tremaine LLP, and Liberty Mutual Insurance Conducted in partnership with law firm Tonkon Torp LLP Charitable networking event with legal peers; assembled bags of necessities to benefit Salvation Army Female Emergency Shelter NOTABLE NUMBERS Intimate gatherings at the home of a partner or senior manager where women build rapport with one another through fun, themed activities Back-to-work care packages, including: • A two-year subscription to Parents Magazine • Information on Bright Horizons and Aetna info for new parents • Tips on transitioning back to work • A gift card for a massage . ANNUAL REPORT SETTING A COURSE NOTABLE NUMBERS INNOVATING FOR IMPACT GETTING NOTICED NATIONAL RECOGNITION 2015 HAPPENINGS GETTING NOTICED RESOURCES 2015 Best Public Accounting Firms for Women —Accounting MOVE Project CREATING MOVEMENT 2015: 5TH ANNUAL ACCOUNTING MOVE REPORT Top Companies for Executive Women This national study provides As a founding member of the insight on women in the project, we continue to play accounting profession by a role in the report, providing 100 Best Companies measuring four factors our profession with greater —Working Mother essential to women’s access to the drivers of advancement: retention and advancement of Money Opportunities Vital work-life resources Entrepreneurship women in public accounting. —National Association for Female Executives 2014 Innovation in Diversity—Award of Excellence —Profiles in Diversity 100 Best Adoption-Friendly Workplaces —Dave Thomas Foundation for Adoption < 11 > . TONE AT THE TOP ANNUAL REPORT We’d like to extend special recognition to our chairman and CEO, who’s also making an impact on our profession. CHRIS SCHMIDT AICPA Women’s Initiatives Executive Committee GETTING NOTICED SELECTED COMMUNITY & PROFESSIONAL LEADERS SETTING A COURSE NOTABLE NUMBERS Many women throughout our firm are involved in their local communities. Here’s a sampling of a few of those notable women who are making an impact. DENA HERBOLICH VALERIE ALLEN 11th Annual Women of Influence Awards, Albuquerque Business First CHERI BURNHAM FRANCINE VORHEES Chair, 2016 WSCPA Women’s Leadership Summit Bridge Builder Award, Sacramento Regional Community Foundation Vice Co-chair, 2015 and 2016 AICPA Employee Benefit Plan Conferences Women of Distinction Award, JDRF BERTHA MINNIHAN 14th Annual Women Worth Watching Award, Profiles in Diversity Journal 2015 CalCPA Women to Watch Award ANGIE FIDLER AMY SUTHERLAND Board Member, Finance Committee Board of Examiners, AICPA CPA Exam Chair, Excel Public Charter School Board Member, Leave 10 Chair, AICPA CPA Exam Content Committee LAURIE TISH EMILY GRAY Emerging Leaders Committee, United Way of Lane County Member, AICPA Professional Ethics Executive Committee Executive Committee Member, Board Member, National Association of State Boards of Accountancy Conferences Treasurer, JDRF Northern California Inland Chapter Board Member, Sacramento Philanthropic Advisory Forum WENLI WANG 2015 Most Influential Women in the Bay Area, San Francisco Business Times INNOVATING FOR IMPACT 2015 HAPPENINGS GETTING NOTICED RESOURCES < 12 > . ANNUAL REPORT SETTING A COURSE NOTABLE NUMBERS INNOVATING FOR IMPACT GETTING NOTICED FORUM W LEADERSHIP AWARDS 2015 HAPPENINGS GETTING NOTICED RESOURCES < 13 > PAUL TUCCI PARTNER, SANTA ROSA ANIA KROL MARKETING MANAGER, SEATTLE MANG FANG SENIOR MANAGER, CALIFORNIA CENTRAL VALLEY A highly active career advisor Ania has committed countless Upon her reappointment as an and sponsor, Paul consistently hours to acting as a liason for office champion, Mang reignited challenges his peers’ thinking, Forum W, promoting an inclusive her office’s Forum W efforts by advocating for women’s culture throughout the Seattle driving a significant number of the advancement and success at complex and the Puget Sound 15 events held in 2014 and 2015. Moss Adams. He founded a region. She played a key role in the She works as a liason between reading club where members launch of empoWer, our women’s employees and partners to unify read and discuss educational and networking alliance with Davis Forum W’s message and mission. empowering books on reaching Wright Tremaine LLP and US their full career potential. Bank, and oversees its one-on-one networking program. . ANNUAL REPORT SETTING A COURSE NOTABLE NUMBERS INNOVATING FOR IMPACT RESOURCES MAKE YOUR IMPACT 2015 HAPPENINGS GETTING NOTICED RESOURCES Visit www.mossadams.com/forumforwomen to FORUM W ADVISORY BOARD find resources including: • Our previous annual reports • Our Path to Success series, which addresses Forum W’s priorities of mentoring, networking, and community service • Link by Link: A Guide to Forming a Women’s Network at Your Organization Link by Link is an easy-to-use resource that Dan Cheyney Jeff Dieleman Dick Fohn ABOUT MOSS ADAMS Shannan Gardner Nationwide, Moss Adams and its affiliates provide insight and expertise integral to your success. Marke Greene Moss Adams LLP is a national leader in assurance, tax, consulting, risk management, transaction, and private client services. can help you get started. We’ve learned a lot Bertha Minnihan since launching Forum W, and we’re excited Jennifer Price to share our strategy and experiences to help Francine Vorhees other organizations get a jump-start on creating more opportunities for women to advance their careers. < 14 Valerie Allen Tricia Bencich Jen Wyne WWW.MOSSADAMS.COM Moss Adams Wealth Advisors LLC provides investment management, personal financial planning, and insurance strategies to help you build and preserve your wealth. WWW.MOSSADAMSWEALTHADVISORS.COM Moss Adams Capital LLC offers strategic advisory and investment banking services, helping you create greater value in your business. WWW.MOSSADAMSCAPITAL.COM .
