Beth Forman (Phillips) in

Beth Forman (Phillips)

Activist · DISC type Cd
Partner at Deloitte & Touche
📍 Zionsville, Indiana, United States

Beth Forman Phillips is a Partner at Deloitte & Touche with over 25 years of audit and advisory experience. A Certified Public Accountant from Indiana University, she specializes in the restaurant, retail, and consumer industries, advising large multinational companies on complex transactions, finance transformation, and SEC reporting.

She is a vocal supporter of initiatives that promote the advancement of women in the workplace. As an alumna of Indiana Universitys Kelley School of Business, she maintains a connection to the university community and its network.

Beth has extensive experience leading clients through critical financial events like IPOs, acquisitions, and divestitures.

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Experience
28 Years
Current Role
Partner
Location
Zionsville, Indiana, United States
Personality Overview

How Beth shows up

Value Conscious
Logical And Quick
Perfectionist

They respond well to confident salespeople. They can be nudged to make faster decisions by offering what they value. They care equally about the product and its potential impact.

Priorities

Topics Beth cares about

Retail & Consumer Business
Her career is focused on providing audit and advisory services to public and private companies within the restaurant, retail, and consumer business sectors.
Complex Transactions
Advises clients on navigating significant financial events such as IPOs, acquisitions, divestitures, carve-outs, and related SEC reporting requirements.
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Career

Work history

9-1997
Partner
Deloitte & Touche
In the press

Media appearances

Program Book – Women Business Collaborative (Speaker: Beth Forman, Partner, Deloitte & Touche). Featured in Women Business Collaborative
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Education
1993 - 1997
Education details unavailable
Indiana University Bloomington
1993 - 1997
B.S.
Indiana University - Kelley School of Business
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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