Colleagues [2025] - BPM Firm Report

Firm Report 2025-26

Colleagues

Listening and Leading Forward

Each year, we invite every colleague’s voice through our Firm-wide engagement survey. The insights give us the clearest picture to celebrate what’s working, uncover barriers, and shape people-focused initiatives to strengthen belonging, growth, and our shared future.

2025 engagement highlights

Participation Rate

Engagement Score

Inclusion Score

Would recommend BPM as a great place to work.

Feel they can reach out to a member of leadership when needed.

Believe BPM’s commitment to social responsibility is genuine.

Feel they can be their authentic self at work.

Believe people from all backgrounds have equal opportunities to succeed at BPM.

BPM by the Numbers

1293

Total headcount

Number of Partners

0 Y

Average tenure

Retention rate

Promotion rate

Gender

Male

Female

Not specified

Generations

Silent generation (1928-1945):

Baby Boomers (1946-1964):

Generation X (1965-1980):

Millennials (1981-1996):

Generation Z (1997-2021):

Welcoming our newest Partners

We proudly welcomed nine exceptional leaders to the Firm’s partnership this year, each bringing creativity, innovation, and a deep commitment to empowering others to succeed.

Get to know our new partners.

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Corey Ruane

Partner, Advisory
Services: Advisory, Business Transformation, CFO Services, NetSuite, NetSuite Accelerator, NetSuite Implementation, Technology Solutions

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Yash Shah, CPA

Partner, Tax
Services: Corporate Tax, International Tax

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Kristine Malmanis, CPA

Director, Assurance
Services: Family Office Services,
Private Client Services

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Richard Walker

Senior Manager, Assurance
Services: Audit, Federal Acquisition Regulation (FAR) Compliance, Reviews & Compilations

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Kris Marney, CPA, CGMA, CFP®

Director, Advisory
Services: Family Office Services, Private Client Services

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Helena Song, CPA

Director, Assurance
Services: Audit, Reviews & Compilations, SEC Compliance

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David Tillotson

Partner, Solution Engineering
Services: NetSuite, NetSuite Implementation, Technology Solutions

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Tai Valenzuela

Senior Managing Director, Advisory
Services: Advisory, Business Transformation, NetSuite, NetSuite Implementation, Technology Solutions

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Matt TeLindert

Director, Advisory
Services: Business Process Financial Sox, NetSuite

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Building Community and Belonging

BPM’s eight Colleague Resource Groups (CRGs) play a vital role in fostering inclusion, understanding, and connection across the Firm. These colleague-led communities bring together individuals with shared backgrounds, experiences, and interests — creating spaces to celebrate identity, amplify voices, and strengthen allyship.

Through events, discussions, and advocacy, our CRGs help ensure every colleague feels seen, supported, and empowered to bring their full self to work, deepening our culture of belonging and mutual respect.

Our DEIB Progress and Goals

Learn how we’re tracking progress, the programs we’ve launched, and the outcomes we’re measuring.

Developing Strong Leaders

At BPM, leadership is more than a role. It is a responsibility to inspire growth, trust, and connection. We intentionally invest in our people to empower them and build the skills, mindset, and courage to lead boldly in a quickly evolving world. 2025 highlights:

NextGen and Inspire Leadership Programs

Our third cohort joined this three-year, immersive journey designed to build self-awareness, confidence, and resilience. Participants strengthen their ability to navigate complexity and elevate team performance — fueling a pipeline of future-ready leaders.

Level UP Leadership Summit

More than 500 leaders came together for a high-energy, interactive summit centered on growth and accountability. 81% of attendees agreed the experience had a positive impact on leaders, and 62% said it exceeded their expectations — energizing our community for the year ahead.

Coaching Effect Academy

Designed for emerging people leaders, this program equips participants with practical coaching tools to support meaningful development conversations and create stronger, people-first teams.

Psychological Safety Champions Group

Launched this group which brings together colleagues dedicated to fostering openness, inclusion, and innovation — ensuring every voice at BPM is heard and valued.

Celebrating People and Promoting Wellbeing

Wellness Incentives Engagement:

68% of eligible colleagues actively participated in our wellness platform in 2025, driven by expanded incentives that reward preventive care, fitness challenges, and mental health engagement. These initiatives are designed to encourage sustainable healthy habits while boosting colleague connection and participation.

Celebrating Success Recognition Program

Launched in April 2025 and already on track to surpass 10,000 recognitions this year, this program builds on BPM’s long-standing recognition efforts by introducing tiered awards. It expands opportunities for colleagues to acknowledge one another, strengthening our culture of appreciation, and reinforcing BPM’s values in action.