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Withum #SOTF19

January 15, 2019


Yesterday Withum’s annual State of the Firm (SOTF) event was attended by about 1000 of our 1100 people – from the five offices in New Jersey, and from Boston, New York, Philadelphia, Washington, Orlando and satellite offices in Aspen and Chicago. As we did last year it was held at the NJPAC from 1:00 to 5:30 followed by a tummy filling two hour cocktail reception. It was also great for networking and catching up with colleagues we work and interact with but don’t necessary see in person. Last January I spoke at the brand new Orlando office and was able to talk with many of the people I met last year.

Bill Hagaman, our managing partner/CEO gave his report of the state of the firm which is really great. A lot is going on and while most of the attendees are not partners, the program was more of a report to shareholders along with updates on new services, innovative growth initiatives, key metrics (we completed a string of 44 consecutive years of revenue growth), and our very popular strength awards with 75 staffers being nominated. Their very extraordinary accomplishments were highlighted and awards were presented for Administrative Strength, Client Service, Community Service, Innovative Strength, Marketing, and Outstanding Achievement. I am proud to say I know most of the nominees and they are all winners! A special award, determined by Bill, was also presented for extraordinary special service to the firm.

Part of Bill’s presentation was a projection of the need for promotion to partnership during the next eight years which showed a wide window of opportunity for our bright energetic staff. Also announced were six promotions to partner effective July 1, 2019. Of the six, two started their careers with either Withum or a predecessor firm that merged into Withum. Each has exceptional technical skills along with fantastic client service abilities, great mentoring capabilities and all exemplify the Withum Way culture.

The program began with the latest edition of the SOTF19 video with over 200 Withum-ers in it. A highlight was a new Withum song that was written and sung by one of us along with talented accompanists. Watch it at click here. The program ended with a presentation from NY Times bestselling author Andy Andrews, author of The Traveler’s Gift with everyone receiving an autographed copy of that book. I look forward to reading it, but if it is half as good as his presentation, it will be a great read.

We are not an accounting firm, but a professional services firm providing assistance to clients in many of the areas they need help in. Primarily tax, audit and accounting services, but also in the very fast growing advisory, digital and cybersecurity services we have available, and in the over two dozen industries we have specialists in. Withum is a true catalyst for growth and success.

The state of our firm is great; the future appears great; the opportunities for staff and clients are numerous and great; and I feel excited and great to be part of it. You can find out more at #SOTF19.

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