FIRM REPORT 2024-25

Empower and evolve

Embracing growth and agility together.

At BPM, we are expanding our global presence and service offerings, driven by our commitment to innovation, exceptional experiences and meaningful impact. This year’s Firm Report, Empower and Evolve, showcases our progress in creating lasting value and empowering our clients, colleagues and communities.

From our CEO

Our theme for this year’s Firm Report, Empower and Evolve, captures the dual forces driving our success: empowering people to reach their full potential while evolving our capabilities to meet tomorrow’s challenges. Together, these forces have shaped a year of remarkable achievements and laid the foundation for continued growth.

Our commitment to helping people succeed in work and life remains unwavering. With every enhancement to our services, technology and reach, we’ve stayed focused on fueling the potential of three essential groups:
  • Clients who trust us to guide their success
  • Colleagues who bring their talents and passion to our Firm
  • Communities that inspire our commitment to positive change
This year marked significant expansion for our brand, both internationally and domestically. On the global front, we launched the BPM Global Network and welcomed our first international member, Enspira Financial, in Sydney, Australia. We also strengthened our presence in Canada and the United Kingdom. Domestically, we continued to grow by expanding our operations in Nevada and Utah.

Alongside geographic expansion, we have enhanced our service offerings in cybersecurity, ESG advisory and artificial intelligence. Within the Firm, we implemented AI-powered learning platforms and virtual reality training. We have deepened our investment in next-generation leadership development and strengthened our commitment to diversity, equity, inclusion and belonging.

This year’s achievements showcase how empowerment and evolution work hand in hand. As you explore this report, you’ll see how Empower and Evolve isn’t just a theme — it’s a guiding principle for our Firm’s growth and impact. Each of our actions serves our ultimate purpose: creating opportunities for our clients to thrive, our colleagues to grow and our communities to flourish.

The stories and achievements in this report reflect not just where we are today, but also where we’re heading. They illustrate how we’re evolving our capabilities while staying true to our foundational belief that when we empower people, exceptional results follow.

Thank you for being part of our journey!

James K. Wallace

Chief Executive Officer

Explore this year’s report to see all the ways we are empowering our clients, colleagues and communities.

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