PrimeGlobal member: Katz Sapper & Miller (KSM

PrimeGlobal member: Katz Sapper & Miller (KSM) Location: United States

Katz, Sapper & Miller (KSM) is a nationally recognized advisory, tax, and audit firm. Through their deep experience across multiple disciplines and industries, they leverage emerging technologies, combined with people’s differing perspectives, ingenuity, and creativity, to help clients solve their most difficult challenges. KSM is committed to a culture of diversity, equity, and inclusion because they know collective differences make them better at advising clients, developing employees, and serving their communities.

What’s the ission state ent or oa of your fir on sustainabi ity?

SM’s corporate mission is “inspiring great people to do great things.” While we have always promoted green initiatives within our firm (including the development of a Green Committee many years ago), we have not taken this to the next level internally or with clients. Being involved in PrimeGlobal ESR group will help us frame our strategy on sustainability.

What sustainability services do you provide to your clients?

Currently, we do not provide sustainability services to clients. We know it is an important and valuable area and would like to collaborate with others to understand how they are providing value to their clients in this area.

What services do you anticipate may be offered to clients in the future?

We believe consulting and attestation services is an area that could become a material part of our portfolio of services.

What will your vision/goal mean for the role of accountants and advisors?

Our accountants and advisors serve in the role of trusted advisors to our clients. As new challenges and opportunities are presented, we will always strive to do what is best for the client. In the event there is a way to provide value and expertise, we will continue to adapt and form specialization in every practice area we serve.

What’s your source of inspiration? book ro e ode theory etc. ?

We are inspired by books, movies, podcasts, etc. and are eager to learn from thought leaders and experts. We have associates in the firm with very strong feelings to maintain and promote sustainability in how we live and serve our clients. In addition, our prospects and clients are asking about what we are doing in this area to promote sustainability.

re you workin with a standard e. . B Corp S G’s?

We are currently not formally working with a standard. As it relates to the five pillars of the B Corp Standard, we have described some brief highlights.

Governance: KSM’s values include unity, nurturing, ingenuity, trust, excellence, and drive.

Workers: KSM employs over 400 full-time employees (including 52 partners) and was formed as an Employee Stock Ownership Plan (ESOP) on January 1, 2001.

Community: KSM is committed not only to the clients we serve but the community we live in. Community outreach begins with our partners and staff, who dedicate time and resources to hundreds of organizations. Our commitment extends to our employees’ contributions to various charitable organizations as well. For example, under our Time & Talents program, KSM will donate $500 to any not-for-profit organization at which our employees volunteer 24 hours or more of their time during a calendar year.

Environment: KSM strives to minimize the environmental impact of our organization through recycling, the use of technology, etc.

Customers: More than two-thirds of Fortune 1000 companies use a “net promoter score” (NPS) to evaluate client satisfaction. An NPS rating of 50+ is considered excellent, and over 70 is considered world-class. SM’s most recent survey (2022) resulted in a NPS score of 87.

What is your advice for other PrimeGlobal members?

Learn as much as you can. This is a growing area of importance (for individual firms) and an opportunity to provide valuable services to clients that will be meaningful to your staff. Staff today are looking for purpose and meaning in their roles beyond providing the services our clients have engaged us for – what a great opportunity to provide those things as we grow to serve clients in new ways.