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PKF O'Connor Davies Announces New Vision, Mission, and Values Framework

PKF O'Connor Davies, one of the largest accounting, tax, and advisory firms in the United States, has officially rolled out an updated framework for its Vision, Mission, and Values. This fresh initiative marks a significant milestone for the firm as it seeks to strengthen its cultural foundation and ensure consistent service excellence to its clients.

A Collaborative Approach

The new framework was developed through a meticulous survey process, gathering insights from team members at all levels of the organization. According to Kevin J. Keane, the CEO of PKF O'Connor Davies, this collective effort showcases the firm's unwavering commitment to people-focused operations and top-notch client service.

“This is our foundation for the future. It reflects the strength of our people and the principles that have guided us for generations,” said Keane. “With this shared vision, we are poised to move forward—growing, innovating, and delivering exceptional service.”

The survey highlighted the importance of cultivating a workplace that emphasizes teamwork, accountability, and professionalism.

Defining Core Values

The newly defined core values consist of seven key principles: Professionalism, Accountability, Reliability, Teamwork, Nimbleness, Ethics, and Relationship-focused approaches. These values are set to serve as the operating system for how team members collaborate, lead, and learn within the organization. Kathleen O'Toole, the Chief Marketing Officer, elaborated,

“Our updated cultural framework captures the essence of who we are and the potential of who we are becoming.”

She further stressed the importance of staying true to these values, empowering each member of the team to take initiative and contribute positively every day.

Emphasis on Digital Agility

A focal point of the new framework is its commitment to digital agility and innovation. The value of