CLA Promise Report
- 2. CLA exists for one reason: to create opportunities — for our clients, our people, and our communities. We create opportunities when we live the CLA Promise. © The CLA Promise
- 3. You don’t have to be a visionary to know that our world is rapidly changing. How we address that change — for our clients, ourselves, and our communities — will determine how we create Mega trends in our profession © Own Our Future Industry disruption Increased digital client expectations Technology advancements Shift in wealth and population development Exploring new bi-lateral relationships Succession mindset – Services Service expansion – Expansion Investment and service needs of GenX’ers and Millennials Dynamic career-building: mobility
- 4. strategies to address the advance of technology and turn it to the advantage of our clients. We’re building relationships to secure our place on the international stage. We’re identifying mindset across all industries and services to more fully serve the needs of our clients. family. The coming year promises even more optimism and incredible potential. In light of all when we . © Own Our Future
- 5. clients engaging global capabilities clients engaging outsourcing capabilities clients served by clients engaging capabilities government organizations served private households served institutions served private businesses served health care organizations served © Clients
- 6. Helping private business owners take control of succession connection with every client, as we seek to provide guidance and options for each individual’s © Clients
- 7. Success depends on working with the right people diversity of highly skilled and industry-specialized people who can help your organization. © Clients
- 8. Our people are, and have always been, our true strategic advantage. While the numbers tell a compelling story, the connections we have made with our clients and with each other in a fun, compelling, and energized culture. Our people design uncommon careers, which © People
- 9. © People (362 via acquisition) to signing director or transitioned to the director path or transitioned to the principal path alums: Alumni Connect and Retirement Journey to sessions held issued modules launched (33 new, 24 updated) a new industry a location
- 10. (see Helping our people grow their careers) even come back. Many thanks to our retirees We are keenly aware that value of the individual does not end at retirement. We keep in touch with those who have formally ended their career so our clients and our people can continue © People
- 11. We create opportunities for our clients and our people by giving back to the communities where support veterans, clean up the environment, and lead by example. Here are a few ways that © Communities work readiness in the areas of employment, education, and entrepreneurship. 6-19-18
- 12. to help communities grow their own food and create an environmentally sustainable food system. Ribbon Day — MA, part of an international campaign to end violence against women, men, and children. © meals at Meals from the Heartland. Giving back to the community Communities
- 13. the adult world. Animals at Stray Rescue in St. Louis woke up on Christmas of the St. Louis construction and real estate team. © Communities to help raise funds for United Way.
- 14. Once started, the Balance360 habit is hard to kick. But then, why would you want to? 405,412 77,337 733.5 million steps 1,386 274,094 $192,541 raised © Communities
- 15. approximately $27 million of that new revenue was organic (4 percent organic growth). from that source. committed to seamless delivery of services to our clients, and over time, shifting our revenue mix to 60 percent audit, tax, and consulting; 30 percent outsourcing; and 10 percent wealth advisory. © Growth
- 16. 74% 77% 23% 20% 3% 3% 75% 22% 3% © Growth Wealth advisory Outsourcing Health care Other 55% 24% 11% 6% 4% 50% 25% 13% 8% 4% 52% 24% 12% 8% 4%
- 17. Expanding and enhancing our team been on organic growth — getting to know our clients and matching more of our capabilities with their needs. your goals as you help our clients do the same. © Growth — The Bosma Group, Reno, Nevada
- 18. New industries and business capabilities and added as a new industry quality, open career opportunities for our team, and serve our clients on an even deeper level. We’re also exploring the industry and for actors, writers, producers, directors, musicians, artists, athletes, and others. © Growth
- 19. © Innovation
- 20. © Innovation The ideas into opportunities. Make your business case responded to the panel’s request for ideas that had been successfully tested for new revenue
- 21. © Innovation The hands-on experience that provides real-world leadership training, builds relationships, and career-building strategy and driving professional and individual growth. Tucson; Mathew Anderson, Greenwood Village; Joe, Yakima; Tim Fisher, Indianapolis; Derek Floyd, Peoria; Jason Gordon, Arlington; James Halvorsen, Hodgson, Minneapolis; Matthew Hunt, Lexington; David Jacobson, Plymouth Meeting; Steven Jansen, Mankato; Steve Johnson, Racine; Laura King, Akron; Jim Kreiser, Harrisburg; Jamie Lewis, Baltimore; Tim Mahoney, Roseville; Marc Mallory, Minneapolis; Abe Mathews, Washington, DC; Shanie McCarty, Atlanta; Maria Morales, Tampa; Nick Paulsen, Alexandria; Marlon Perry, Washington, DC (Calverton); Lori Peterson, Minneapolis; Susan Roberts, Fort Worth/Dallas; Kevin Roy, Dallas; Emily Scheevel, Minneapolis; Jill Sigelman, Minneapolis; Patrick Smith, Seattle; Elaine Smith, St. Joseph; David Springsteen, Tampa; Jim Steiner, Minneapolis; Jon Weston, Brainerd; Chastity Wilson, Minneapolis; James Witt, Minneapolis; Justin Zimmerman, Cedar Rapids
- 22. © Innovation The high-stakes business pitch initiative (see Make your business case, above) and relevancy. Members of FIT in alphabetical order: Clayton Charlotte; Bryon Reinhart, Minneapolis; Cindy Reed Matthews, Roseville; Jessica Platt, New Bedford; James Watson, Philadelphia; Todd Benson, Roseville; Matt Anderson, Greenwood Village; Samantha Metcalf, Minneapolis; Steve Noble, Minneapolis
- 23. Young Executive Team (YET) managers, directors, and principals ranging in age from 25 to 37, YET represents various service backgrounds. the YET that help generate ideas and act as a sounding board for new initiatives. Members of YET, alphabetical order: Paul Bisceglia, Phoenix; Thuy Dam, Denver; Kelly Dennis, Philadelphia; Kadian Douglas, Minneapolis; Shevar Goonewardena, Roseville; Deirdre Hodgson, Minneapolis; Elisa Mueller, Seattle; Chris Schuch, Philadelphia; Elliot Smith, Indianapolis; Sahan Totagamuwa, Des Moines © Innovation
- 24. race, gender, age, ability, sexual orientation, religion, and socio-economic background bring us. diversity and inclusion strategy, working alongside individuals who help champion the cause, D&I Council members, alphabetical order: Saundra Beatty, Milwaukee; Jerry Coveney, Philadelphia (not pictured); Ajay Gupta, Minneapolis; Arnita Hallman, Seattle; Scott Ing, Washington, DC; Navneet Kaur, Akron; Sara Khaleeq, Denver; Kevin Kirsch, Minneapolis; John Laham, Charlotte; Linda Saddlemire, Glendora; David Neighbors, San Jose; Daniel Persaud, Minneapolis; Michelle Peters, Lexington; Linda © Innovation
- 25. © Living the CLA Promise needed right from the outset.” Betsy Thrush, Human Resources Manager and friends What better way to know and help an industry than to be a part of it? We’re not professional service providers who serve industries, we’re experienced industry practitioners
- 26. Helping our people grow their careers transportation industry, but this experience served as a way for me to become familiar with the began my new role.” Helping with business transition © Living the CLA Promise We endorsed and supported his career choice by transitioning him to the trucking and transportation team to give him exposure to knowledge of auditing and numbers going into the trucking and Bryon Reinhart, who had worked with the owners of Skarnes sale and leadership transition. “It is especially rewarding to see it happen with clients who have also become personal friends.”
- 27. We believe in deep specialization, helping versus selling, the power of the individual entrepreneur, building the marketplace value of our people, disciplined management, and strategic leadership. We deliver integrated wealth advisory, outsourcing, and public accounting capabilities to help our clients succeed personally and professionally. With more than 5,300 to help clients in all markets, foreign and domestic. © Living the CLA Promise
- 28. relationships, provide value for our clients, and satisfying careers for our people. © Living the CLA Promise
- 29. © Living the CLA Promise
- 30. © Living the CLA Promise
- 31. tangible, and transparent culture of accountability, teamwork, and trust. We will reinforce our strategic advantage — to build customized careers for relevancy today and in the future. to create opportunities for our clients by building strong market-facing locations and industries Our world is changing at an to be proactive through innovative solutions. and externally. to have 100 percent policy compliance and a vigilant awareness of the increasing fraud and security risks that impact us every day. Living the CLA Promise ©
- 32. Thank you to all who committed to living the CLA Promise during a successful 2017, and who continue to create opportunities for our clients, our people, and our communities in 2018.