1. More Powerful. More Effective. More Fulfilled.
Women In Tax
Champions Webinar
May 1, 2018
More Powerful. More Effective. More Fulfilled.

2. More Powerful. More Effective. More Fulfilled.
Our Mission
Women in Tax is a professional organization of executives focused on building networks, professional education and executive coaching, and advocacy for the future of women’s leadership in the tax field.
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3. More Powerful. More Effective. More Fulfilled.
Slogan
More Powerful – As a group, women are more powerful than alone. Women In Tax works to empower women through executive coaching, networking, and advocacy.
More Effective – Our executive coaching and technical training make women more effective in their daily professional lives.
More Fulfilled – Women In Tax urges women to HAVE FUN, search their souls, create meaningful goals, and CELEBRATE their achievements. Through positive and inspiring networking events, Women In Tax proudly makes women more fulfilled in their careers.
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4. Women In The United States…..
Represent 50.8% of the population
Earn 47% of all law degrees and 48% of all medical degrees
Earn 38% of all MBAs and 48% of specialized master’s degrees
Account for 47% of the labor force and 49% of the college-educated labor force
Hold almost 52% of all professional level jobs
Source: Center for American Progress
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5. More Powerful. More Effective. More Fulfilled.
But…..
While they are 44 percent of the overall S&P 500 labor force and 36 percent of first- or mid-level officials and managers in those companies, they are only 25 percent of executive- and senior-level officials and managers, hold only 20 percent of board seats, and are only 6 percent of CEOs.
At S&P 500 companies in the financial services industry, they make up 54 percent of the labor force but are only 29 percent of executive- and senior-level managers and 2 percent of CEOs.
In the legal field, they are 45 percent of associates but only 22 percent of partners and 18 percent of equity partners.
In medicine, they comprise 37 percent of all physicians and surgeons but only 16 percent of permanent medical school deans.
In academia, they are only 31 percent of full professors and 27 percent of college presidents.
Source: Center for American Progress
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6. More Powerful. More Effective. More Fulfilled.
In Accounting…
1.3 million accountants in United States
63% of all accountants are female
51% of new hires are female
19% of leadership positions in accounting held by women
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7. More Powerful. More Effective. More Fulfilled.
Value Proposition
Women in Tax is the only organization for women that integrates all career levels and fields of tax
As an independent organization, we:
Work with company Women’s Initiatives programs to strengthen networks and sharpen skills for women in the field of tax;
Challenge industry norms;
Seek out the reasons for women leaving the field of tax;
Honestly examine the reasons that hinder women from reaching leadership positions;
Build and lead programs to respond to industry trends, technical needs, and leadership gaps
Why join Women In Tax? Perhaps you are a new professional, struggling to understand a technical issue – our members can help. Perhaps you are preparing for a performance review, and don’t know what to expect – our members can help. Perhaps you are thinking of leaving your current job, but are not sure if you are making the right move – our members can help. Perhaps you are not being staffed on challenging client assignments, and don’t know who to turn to for advice – our members can help. Perhaps you wish you had a role model to turn to for inspiration – our members can help. Get the idea? You are not the first person who is struggling with these issues, nor will you be the last. Many times in my career, I wished I had someone (independent from peers in my company) to turn to for advice to help me make better decisions. Hopefully Women In Tax will be there to help you through your journey.
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8. November Survey – What We Learned
Most (85%+) of the respondents have 15+ years of experience, so unfortunately not a very good cross section of the tax population. Unfortunately, we are not currently reaching the younger set of the population.
For those with Women’s Initiative programs, 55% are satisfied, 33% are less than satisfied, 22% very satisfied
Even split between people who have mentors they can turn to for support vs. not
Primary areas of need for advancement of staff are: soft skills, technical, and executive presence
Respondents interested in events that are: fun – 75%, motivational – 75%, charitable – 58%, technical – 50%, developmental – 50%, advocacy related – 33%
Most respondents are interested in in-person events, either after work or at lunchtime
Respondents prefer monthly live events and weekly/biweekly communications
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9. More Powerful. More Effective. More Fulfilled.
Timeline for Roll-out
May/June 2017 – build website, strategic plan, roll out LinkedIn group
July-Dec 2017 – obtain sponsors, build membership database, establish Executive Board, survey potential members
Sept 2017 – Grand Opening – open for membership
Nov 2017 – First New York networking event
TBD – first Executive Board meeting
Ongoing – host town hall meetings, networking events, listening sessions with firm executives
May 2019 – Inaugural Summit and Gala Dinner benefitting scholarship fund
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Sponsorship Levels
TEI
WIB
Stamford Tax
CBIA
Women In (current)
Women In (future)
Premier
25,000
15,000
Elite
12,500
7,500
Signature
8,000
6,000
Chapter
1,500
Events
2,500
Platinum
80,000
Gold
50,000
Silver
30,000
Bronze
20,000
Bags
12,000
Exhibitor
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Membership Levels
TEI
WIB
Stamford Tax
Ellevate
CBIA
Women In
Individual
225
375
400
General 95
Student 50
Organizational (3+) 75
150
Entrepreneur
500
Emerging (0-5 years)
100
Achiever (5-10)
250
Executive Council
1,000
Events
75-125
Join today at
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12. More Powerful. More Effective. More Fulfilled.
Membership Benefits
Access to influential women entrepreneurs and industry leaders
Inside track on issues that affect women in tax careers
Special opportunities to attend unique non-WIT events and programs
Far-reaching networking and relationship building
Targeted community-service involvement
Professional development programs
Opportunities in top leadership levels
Mentorship at all levels
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Chapters
2017 – Metro New York City – New York, New Jersey, and Connecticut
2018 – Los Angeles, Houston, Washington D.C.
2019 – Chicago, San Francisco
Dallas, Atlanta, Denver
Others as appropriate and as demand dictates
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Chapter Events
Panel discussions with senior leaders
Thought leadership
Technical
Professional coaching
Management development
Social good
Fun networking
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15. More Powerful. More Effective. More Fulfilled.
The Challenges
If you build it, WILL THEY COME?
The chicken vs. the egg
Demographics
The day job gets in the way
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Call to Action
Chapter Chairs
Committee Chairs
Executive Board
“If you want to go fast, go alone. If you want to go far, go together.”
- African Proverb
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17. National Committees “What They Do”
Role
Chapter Chair
Coordinate Chapters, guide growth, communicate best practices
Programming/Events
Networking, educational and professional development programs
Membership
Ensuring maximum participation of membership and enrollment
Sponsorship
Budget, sponsorship, funding outreach, scholarships
Member Benefits
Establish partnerships with vendors to provide discounted rates on products and services to our members
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18. Chapter Committees “What They Do”
Role
Chapter Chair
Lead Chapter, guide growth, key link between chapter and National
Programming/Events
Networking, educational and professional development programs
Membership
Ensuring maximum participation of membership and enrollment
Sponsorship
Budget, sponsorship, funding outreach, scholarships
Member Benefits
Establish partnerships with vendors to provide discounted rates on products and services to our members
More Powerful. More Effective. More Fulfilled.

19. Next Steps Volunteer to be a Leader
Be the Champion for Women In Tax for your Organization
Encourage your Organization to Sponsor Women In Tax
Join our LinkedIn Group at Women in Tax, Accounting and Finance
Reach out to us with Questions, Comments, and Suggestions