National Family First ENG Leader, Senior Manager
Areas of focus: Family First Employee Network Group, Financial Services
Katie is the national leader of RSM’s Family First employee network group, which connects employees with family commitments to provide support for each other and to address issues in the workplace that affect families.
Katie has been involved with Family First since May 2018, and her passion for CDI has grown tremendously since then. She says that she now understands that great minds don’t necessarily think alike, but rather, it is the collective nature of different perspectives that truly makes something great.
For Katie, leading one of the firm’s largest employee network groups has been one of the most rewarding opportunities of her career. Helping employees with families Katie says she has learned a great deal about being a leader: about confidence, about coupling data with compassion, about the push and pull of information, and about inspiring others.
She intends to continue driving programming and initiatives for this strategic imperative that she believes will have a lasting impact on RSM, cultivating RSM promotors, for generations to come.
Summary of experience
A certified public accountant, Katie is a member of the American Institute of Certified Public Accountants and Connecticut CPA Society. She specializes in providing audit and consulting services to private equity funds, including Small Business Investment Companies (SBICs) and has over 13 years of experience in financial services and public accounting. Since joining RSM US LLP, she has worked with private equity funds, SBIC funds, venture capital firms, real estate investment firms, family office investment firms, and fund-of-funds. Her experience has cultivated unique connections to RSM’s private equity fund service providers nationwide.
Family First employee network group
Family First serves as an active voice around the shared family challenges of our firm’s working caregivers and promotes an inclusive, respectful workplace. The network’s members build community through shared experiences and by understanding the unique challenges its members experience.
Family First programming focuses on recruiting and hiring plus professional and personal development for our professionals. Its programs include mindful living and parenting education. The network spotlights a different working parent each month, hosts annual photo contests and sponsors our annual Working Mother and Working Father of the Year awards. Family First has hosted various leadership panels on topics such as adoption and work-life flexibility, and supports a multitude of local office activities such as Take Your Child to Work Day, Halloween festivities, and office picnics.