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Accounting and Advisory Firms Need a Transformation Champion - Lindsay Stevenson

Digital CPA by CPA.com

Release Date: 12/03/2023

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"Holy Cats" it's exciting to be launching the Digital CPA Podcast with Lindsay Stevenson, Chair of the Advisory Board for the DCPA conference and Chief Transformation Officer for BPM LLP, '...not the biggest and not the smallest accounting and advisory firm in the world.'

During this fast paced and upbeat discussion between Kalil, Kacee and Lindsay discuss:

  • Why firms of all sizes need someone focused on what's next and championing continual transformation in today's environment

  • How to be strategic about the innovative ideas your firm selects to pursue, and intentional about the choices you makes

  • What a successful transformation really looks like in reality within a firm and as a journey

  • How to make transformation, calculated risk taking and failures part of your culture

  • Using the ADKAR framework to guide change management in accounting and advisory firms

  • Why focusing on adoption and acceptance from the majority moves the change management needle more than anything else

  • What makes the Digital CPA community unique in the accounting and advisory services profession and why it is important for the community to address the intersectionality of human creativity and digital transformation

  • How the annual Digital CPA conference seeks to bring more forward-thinking and innovative accounting professionals and firms together to discuss the topics and issues that don't get discussed elsewhere

  • Be a part of the DCPA community by signing up for reports, research, newsletters, white papers, webinars and more at Research Innovation | CPA.com

A little about Lindsay Stevenson

As BPM's Chief Transformation Officer, Lindsay Stevenson drives innovation at the Firm. A Certified Public Accountant, she has spent the last 15+ years serving as a change agent in the accounting profession. As a consultant, she has overseen diversity equity and inclusion (DEI) initiatives, cultural alignment frameworks, coaching programs, and organizational alignment plans. Her past projects range from developing and executing implicit bias discovery and transformation programs, leading teams through business combination strategies and procedures, and overseeing enterprise software selection and implementation processes. Her passion is discovering organizational purpose and developing strategies to transform today's firm into the Firm of the Future. Before joining BPM, Lindsay served as Vice President of Finance and Tax for 1st Financial Bank of USA, and was Founder and CEO of consulting firm Origin Evolution. Interesting Tidbit, Lindsay is a huge Gonzaga Bulldogs basketball fan and has been known to yell at the TV during games even though she knows full well (as her husband reminds her) that the team cannot hear her. She is also an avid reader of mystery novels and a total fan-girl of Simon Sinek.

The Digital CPA podcast is a production of CPA.com. All rights reserved.