1. Best Practices from the 2014 Accounting MOVE Project Nov. 24, 2014 www.wilson-taylorassoc.com

2. 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 www.wilson-taylorassoc.com

3. MOVE translates the business case for advancing women to business results Annual benchmarking Best practices Analysis & confidential feedback Join now for MOVE 2015 www.wilson-taylorassoc.com

4. Moss Adams: empoWer A New Networking Model Jennifer Wyne Director of Human Resources www.wilson-taylorassoc.com

5. 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

6. 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? www.wilson-taylorassoc.com

7. 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) www.wilson-taylorassoc.com

8. 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 www.wilson-taylorassoc.com

9. CohnReznick: WomenCAN A Unified Vision Post-Merger Risa Lavine Principal, Chief of Staff www.wilson-taylorassoc.com

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

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

12. 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

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

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

15. 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

16. Lurie Besikof Lapidus & Company LLP: Emerging Leaders A Fresh Vision for Millennials Beth Kieffer Leonard Managing Partner www.wilson-taylorassoc.com

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

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

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

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

21. 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

22. 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 www.wilson-taylorassoc.com Q & A

23. With MOVE, your firm gains insight for advancing women. Learn how to: Capture ROI from investing in women Gain a competitive advantage by advancing women Benchmark your firm against others in the MOVE Project Concentrate resources and initiatives for greatest results Join the 2015 Accounting MOVE Project at www.wilson-taylorassoc.com www.wilson-taylorassoc.com

24. Join the 2015 Accounting MOVE Project at www.wilson-taylorassoc.comwww.wilson-taylorassoc.com Deadline to join: December 22, 2014 Questions? Contact MOVE Project Manager Joanne Cleaver: 231.299.1275 jycleaver@wilson-taylorassoc.com www.wilson-taylorassoc.com

25. Thank you for joining us today! www.wilson-taylorassoc.com