November 12, 2020

As a firm, we understand that there is an on-going crisis in our country.  As we’ve looked inward, and after thoughtful consideration, we’re committed to a new course of action for our firm. We recognize that there is more work to be done and our firm must demonstrate unequivocally a commitment to be part of the solution to this crisis.  It starts with us taking specific steps in the fight against racism, discrimination, unconscious bias and the other social injustices that have impacted our country.

Edelstein has always committed to excellence on our teams, and from our people, clients and friends of our firm for over 50 years – and that’s what we will continue to do into the future.  Our commitment to excellence and to be a leader in our profession has become even more important during the current crisis.  In 2019, we adopted the MSCPA’s “CEO For Action Pledge” to do our part supporting inclusion and diversity in our profession.  But we must do more, and through this important initiative, we steadfastly commit to learning, listening and leading during this pivotal time.

Our concept around inclusion and diversity comes with a commitment to action.  Here are our next steps:

  • We are forming an internal council to focus on inclusion, diversity, equity and action (“IDEA”). The IDEA council will include people of different levels within our firm, backgrounds, and life experiences to ensure that it is comprised of members with a variety of perspectives, insights and thoughts.
  • We will deliver more robust education and training opportunities for our team members – including specific training with respect to inclusion and diversity.
  • Learning and listening are also critical components to make change happen. We have identified tools and resources to guide us, as a collective firm, through this process, including the use of surveys, and gathering actionable feedback from you.  We will also insist upon individual and collective accountability to complete our education and training goals so that everyone is positioned to succeed and be part of the solution.
  • Edelstein will also continue to focus on creating a diverse work environment as an equal opportunity employer. Regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status, we will continue to evaluate each qualified candidate as an individual.

One of the best things about Edelstein is our deep sense of camaraderie and fellowship.  The world is changing, and we will continue to support each other, our communities, and our profession in a way that drives change in a meaningful way in the fight against social injustices.  Our strength is derived from you – the people that make Edelstein an exceptional place to work and thrive.  Let’s continue to support, engage and elevate one another today for a better, brighter and more just tomorrow.


Since Edelstein has published our IDEA Statement and formed our IDEA Council, we have:

  • Held four, firm-wide diversity, equity, and inclusion trainings that were led by Jina Etienne of Etienne Consulting.
  • Held one diversity, equity, and inclusion training for our firm leaders and IDEA Council.
  • Our IDEA Council hosts monthly Town Halls that reflect on diversity, equity, and inclusion content. These Town Halls also provide a forum for team members to discuss ideas to make Edelstein a more inclusive firm.
  • The IDEA Council meets monthly to plan activities and content.
  • Weekly emails and social media postings are published to recognize certain diversity months.

Our diversity, equity, and inclusion efforts continue to evolve as we find new ways to diversify our team, educate our team, and have everyone feel included.