As an experienced CDI thought leader, Tracey has implemented transformative solutions to catalyze RSM’s leadership in the CDI space. She is a certified diversity, equity and inclusion (DEI) specialist with over 20 years of experience in the growth and development of public accounting initiatives. Her work has helped raise consciousness of DEI in the accounting profession on a broad scale. A frequent speaker, she shares her deep DEI experience with business schools and industry trade organizations to demonstrate innovative methods of implementing DEI and the exponential benefits it can provide.
Tracey leads the firm’s C-suite Inclusion Council, driving inclusion policies at the executive level; the Employee Network Group (ENG) Council; and the 12 ENGs that champion underrepresented minorities, women, veterans and the differently abled. She leads inclusive learning and professional development experiences on topics that include unconscious bias and cultural dexterity, in addition to CDI Summits. She is responsible for the firm’s supplier diversity and disadvantaged business partner programs, as well as inclusive client advisory and talent experience efforts across the RSM enterprise. She also serves on the RSM Global task force and Middle Market Collaborative for Understanding, a client group of middle market organizations working together to actively advance inclusion and racial understanding.
Educated in organizational behavior and change management, Tracey has experience building functional, effective frameworks for understanding diversity and inclusion. Under Tracey’s CDI leadership at RSM, more than 50% of the firm and 85% of RSM partners have joined an ENG. These business concepts help her build methodologies and practices that are deployed firmwide to create a more inclusive work environment and advance RSM enterprise strategy.
Previously, Tracey held several leadership roles with RSM, including federal government affairs and financial services leader for the public sector. She is a former federal lobbyist and is registered to represent RSM before federal lawmakers and policy officials. She leveraged her background in federal affairs to help RSM start its federal practice. Tracey began her career as a corporate representative appearing before the Illinois and New York state legislatures on intellectual property, franchise law and education matters.
Tracey is passionate about access to educational opportunities for underserved populations. She oversees the firm’s CDI Impact Fund for charitable partnerships—which provides scholarships through industry trade associations for minority accounting professionals—and co-leads the CEO Action for Racial Equity fellowship program. Outside of RSM, she helps youth navigate the college application process by funding and executing college tours, and by promoting financial literacy, aid and access for students across the United States. Similarly, she is dedicated to working within the firm to support first-generation professionals at RSM to ensure their success in public accounting.