CDI timeline

Our JourNEy Toward Inclusion

Follow our ongoing journey to paint our portrait of culture, diversity and inclusion (CDI) here at RSM.

Follow our ongoing journey to paint our portrait of culture, diversity and inclusion (CDI) here at RSM.


april 2012

AICPA forms National Commission on Diversity and Inclusion; Rich Caturano joins as chair

  • Rich joins the 400,000-member AICPA as its 100th chair to challenge the lack of diversity and inclusion in accounting. 
  • Rich co-founds the AICPA National Commission on Diversity and Inclusion and speaks with tens of thousands of professionals and business leaders about the value of diversity and inclusion. 


july 2013

Rich C

RSM appoints Rich Caturano national leader of culture, diversity and inclusion

  • Rich Caturano is appointed RSM’s national leader of culture,  diversity and inclusion formalizing the firm’s commitment to CDI and creating a national program to advance inclusion within the firm while enhancing how we support our clients. Focus groups are held to design a program with the needs of our people in mind. Tracey Walker is invited to help advance the CDI journey.


January 2014

RSM launches CDI program with creation of employee network groups

  • RSM establishes 11 employee network groups (ENGs) to create diverse and inclusive communities, as well as allies, while offering a forum for discussion about personal experiences and issues tied to culture, diversity and inclusion. 
  • ENG leaders are appointed and convene in the first CDI Leadership Summit; in-depth training is deployed; and regional leaders are established for each group.
  • RSM's technical conferences deploy CDI learning.

March 2014

RSM appoints network of national CDI office champions

  • CDI office champions lead efforts within each RSM office and in the communities across the country where our people live and work.

april 2014

CDI leaders partner with business functions

  • CDI leadership aligns with internal partners like human resources and talent acquisition to accelerate recruiting and retention efforts across the firm. 

July 2014

RSM enhances involvement and sponsorship of NABA, ALPFA and Ascend conferences


January 2015

Tracey Walker

RSM appoints Tracey Walker, national director of culture, diversity and inclusion

July 2015

RSM expands involvement at NABA, ALPFA and Ascend conferences with teams of ambassadors, career fairs and plenary sessions

October 2015

RSM forms Employee Network Executive Council

  • With the growth and maturation of our employee network groups (ENGs), RSM forms the first Employee Network Executive Council to give ENG leaders a space to confer, share best practices and align on goals for the various diverse communities they represent.

December 2015

RSM holds second annual CDI Leadership Summit

  • This second convening hones the firm’s mission, vision and impact around culture, diversity and inclusion, while ensuring insightful information can be paired with action to deliver tangible CDI results. The second gathering of RSM network leaders forms the current CDI Leadership Summit format, which expands from the first year to include leaders from across the organization.
  • More than 150 of the firm's top executive leaders and a team of professionals leading the CDI/ENG efforts at local, regional and national levels gather to learn best practices and hear from thought leaders focused solely on inclusion in an intensive two-and-a-half-day workshop.


May 2016

ENGs reach 1,500 members 

RSM produces first CDI scorecard with representation and inclusion metrics

August 2016

National CDI and talent acquisition summit forms

  • To not only retain, but also intentionally recruit minority community members, RSM forms the national CDI and talent acquisition summit as a catalyst for training and sharing best practices for recruitment of diverse voices.

September 2016

Inclusion training expands to unconscious bias series and cultural dexterity training launches for all RSM professionals

  • Unconscious bias training encourages our people not only to recognize when bias might play a role in their interactions with colleagues, but also with clients, suppliers and other stakeholders.


February 2017

RSM wins first CDI consulting client

  • By illustrating the firm and team’s commitment to shifting the conversation and focus on culture, diversity and inclusion in all aspects of their business, RSM wins its first CDI-related client consulting project for a government agency.

May 2017

ENGs reach 2,000 members 

RSM launches partnership with Howard University

  • RSM launches its continuing partnership with Howard University Center for Accounting Education (CAE), a retreat to help first- and second-year minority professionals succeed in public accounting.

June 2017

CDI champions appointed at every RSM office

  • Local CDI champions build culture with custom-designed programs and initiatives based on what drives the highest impact in each office.

July 2017

Joe Adams

CEO Joe Adams joins CEO Action for Diversity & Inclusion™

  • RSM joins coalition of CEOs of the world’s leading companies in signing CEO Action for Diversity & Inclusion pledge.

August 2017

CDI appears in annual report

  • RSM publicly showcases its commitment to an inclusive culture with the inclusion of CDI in the firm’s 2017 annual report.

October 2017

CDI front and center at RSM World Conference

  • Tracey Walker holds an inclusion general session on bias and its global relevance at the RSM World Conference in Berlin.


May 2018

ENGs reach 3,600 members with 32-plus % employee participation 

  • ENG membership surpasses 3,600 as groups continue to receive opportunities for mentorship, leadership development, specialized training, networking opportunities and more.

July 2018

National CDI marketing/communications summit forms

  • To increase the firm’s advancement of CDI both internally and externally, RSM forms summit to help marketing and communications professionals view content and strategy through an inclusive lens.

October 2018

Diversity MBA names RSM’s Tracey Walker to 2018 Elite Top 50 Executive Leaders list


May 2019

ENGs reach 4,000 members with 40-plus % employee participation

September 2019

Jason Alexander

Diversity MBA names Jason Alexander to Top 100 Under 50 Executive and Emerging Leaders list

October 2019

CDI leaders introduce six strategic priorities and goal to be first-choice employer of underrepresented minorities and women


May 2020

ENG participation nears 50%

  • Nearly 50% of RSM’s 13,000-plus people are members of one or more of the firm’s 12 ENGs.

June 2020

Diversity MBA media names RSM’s Tracey Walker to Top 100 Women of Influence

October 2020

AICPA honors Rich Caturano with its prestigious Gold Medal Award

  • Caturano’s outstanding legacy includes significant work to advance culture, diversity and inclusion in the accounting profession and at RSM.

November  2020

AICPA names RSM’s Tracey Walker to Top 25 Most Powerful Women in Accounting

August 2020

RSM supports CEO Action Fellowship


march 2021

RSM establishes Middle Market Collaborative for Understanding

  • A forum for middle market business leaders to discuss and advance diversity, equity and inclusion priorities.

april  2021

RSM publishes inaugural culture, diversity and inclusion report

  • This report—the first-ever culture, diversity and inclusion report—illustrates the firm’s commitment to continue building a culture that celebrates diversity and inclusion not just internally, but beyond RSM’s walls as well, along with a promise to share progress, best practices and lessons learned in years to come.

May 2021

RSM Names Tracey Walker National CDI Leader

  • Tracey Walker has been instrumental in our efforts to advancing diversity and inclusion at RSM. Her knowledge and expertise will be ciritical, as we continue to make great strides.

July 2021

RSM listed on Disability Equality Index 2021 Best Places to work for Disability Inclusion

AGA Recognizes RSM’s Tracey Walker

september 2021

Seramount Names RSM One of its 2021 Best Companies for Dads

Fortune and Great Place to Work® Name RSM One of the 2021 Best Workplaces for Women™

october 2021

Firsthand named RSM to its 100 Best Internships for 2022

  • List based on intern comments about what they value most  internships, including diversity.

RSM’s Joe Adams Signs CEO Letter for Disability Inclusion

November 2021

RSM announced that Brian Becker will succeed Joe Adams as managing partner and CEO, effective September 2022. 

Consulting magazine

  • Named Shannel Clubb, a principal and leader of our insurance practice and former national leader of our African American and Canadian Excellence (AACE) employee network group (ENG), as a Diversity Champion in the publication’s Women Leaders in Consulting honors. 

December 2021

Great Place to Work® named RSM one of the Best Workplaces of Parents in 2021,™ ranking No. 26. 


January 2022

RSM earned a top score in Human Rights Campaign Foundation’s 2022 Corporate Equality Index, earning a score of 100 on the Foundation’s annual assessment of LGBTQ+ workplace equality. 

april  2022

RSM accepted a permanent seat on the AICPA’s National Commission on Diversity and Inclusion (NCDI)

  • Effective May 2022. National Culture, Diversity and Inclusion Leader Tracey Walker occupies the seat. The goal is to make diversity and inclusion a priority in the areas of recruiting, certification and advancement of ethnic minorities. 

RSM’s Season of Service campaign

  • Honors Dr. Martin Luther King Jr.’s legacy and offers a chance for the firm’s people to serve others throughout the holiday season, raised more than $70,000 and had our people donating 1,000 hours of community service.

Great Place to Work® and Fortune magazine named RSM to the 100 Best Companies to Work for in 2022 list.

RSM and Junior Achievement opened an innovation center for teen entrepreneurs.

  • The JA Innovation Center @ RSM supports JA’s mission of inspiring and preparing young people to succeed. 

June 2022

RSM launched its Power of Inclusion scholarships

  • RSM launched its Power of Inclusion scholarships which award students from underrepresented populations with scholarships in honor of RSM’s first chief diversity officer. 

July  2022

2022 Most Powerful Women in Accounting award 

RSM launched the RSM Excellence Academy

  • A multi-year early identification professional development and skill-building program for college students majoring in accounting, business technology and related fields. More than 100 underrepresented students joined the program’s kickoff in Chicago. 

RSM scored 100 on the Disability Equality Index’s 2022 Best Places to Work for Disability Inclusion

Fortune named RSM one of its 100 Best Workplaces for Millennials

August 2022

Brian Becker Portrait

Brian Becker succeeds Joe Adams as RSM US LLP (RSM) managing partner and CEO

September  2022

Managing Partner and CEO Brian Becker served on a panel for incoming CEO Action for Racial Equity panel for incoming fellows.

RSM added PGA TOUR professional and military veteran Kyle Westmoreland to Team RSM.

RSM selected four representatives for the CEO Action for Racial Equity Fellowship Program

Fortune and Great Place to Work® named RSM to their 2022 Best Workplaces in Consulting and Professional Services

People and Great Place to Work® named RSM to their “100 Companies That Care” list for the second consecutive year.

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