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A Diversity Story: Mergers of Change (for GWSCPA Women’s Leadership Roundtable)
October 24, 2019 @ 11:30 am - 1:00 pm Eastern
A Diversity Story: Mergers of Change
Increasing diversity within a professional services accounting firm can occur in several ways. An external event such as a merger or acquisition can deliver an immediate change in team composition. Or a firm can pursue the more gradual (and challenging) process of securing diverse representation through internal education and cultural change.
Through a series of several mergers in only a few years, Councilor, Buchanan & Mitchell had found itself with a greater number of female leaders and a more diverse staff team than ever before. The question that presented itself at that point was: What now?
The planned October 24 presentation for GWSPCA will deliver a case study of how one professional accounting services firm is working to capture the momentum provided by a diverse team and build an organization that can successfully sustain diversity and inclusion in its culture, policies and procedures, and hiring and advancement practices.
Join CBM Board Chair Patricia Drolet and other members of CBM’s diversity and inclusion initiative to learn about the challenges and opportunities facing any firm seeking to diversify its team makeup and bring greater representation to leadership and decision-making opportunities.
Patricia Drolet
CBM Executive Vice President
CPA, PFS
Wendy Moyers
Senior Financial Advisor
CFP®, CDFA®
Reema Patel
Supervisor
CPA