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A podcast for the Association for Accounting Marketing. AAM's AAMplify! podcast series is full of short, single topic discussions to help give you the information you need in a format that you can easily digest. AAMplify! will be updated monthly with topics ranging from Strategy and Management to D…

Association for Accounting Marketing


    • Sep 23, 2024 LATEST EPISODE
    • every other week NEW EPISODES
    • 26m AVG DURATION
    • 76 EPISODES


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    Latest episodes from AAMplify!

    Making Your Case: Gaining a Seat at the Table with Courtney Kiss - Amplify S6E8

    Play Episode Listen Later Sep 23, 2024 22:07


    In this episode, we explore methods for demonstrating marketing ROI to firm leadership with insights from Courtney Kiss, Chief Operating Officer at Johnson Lambert. With a rich background in marketing, business development, and human resources, Courtney shares her expertise on effective communication of the financial impact of marketing efforts. As the current President of the Association for Accounting Marketing (AAM), she brings a wealth of knowledge in strategic presentations and detailed reporting. Discover how to not only showcase ROI but also elevate your influence within the organization, securing a seat at the leadership table. Explore creative campaigns that have proven success, with case studies of innovative marketing initiatives that highlight their strategic approaches and tangible value to clients and firms.   For more Amplify episodes and to learn more about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify

    Proving Your Worth: Lighting Interviews from AAM Summit 2024 Part 2 - Amplify S6E7

    Play Episode Listen Later Sep 23, 2024 18:54


    Join Mike Jones from Resound at The Association for Accounting Marketing Summit 2024 as he interviews attendees.    For more Amplify episodes and to learn more about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify

    AI in Marketing: Revolutionizing Strategies for Growth with Blake Oliver - Amplify S6E6

    Play Episode Listen Later Sep 23, 2024 43:44


    In this episode, we explore how Artificial Intelligence (AI) is reshaping the marketing industry. Our guest, Blake Oliver, a CPA and CEO at Earmark, shares his personal experience in leveraging AI for various marketing tasks. He discusses how AI-driven technologies have optimized customer insights, personalized campaigns, and predicted consumer behavior with remarkable precision. We delve into the practical applications of AI in marketing automation, content creation, and targeted advertising, shedding light on successful AI implementations. Blake also touches on the ethical considerations and data privacy safeguards associated with AI use. He emphasizes the strategic advantages of integrating AI to enhance marketing ROI and maintain a competitive edge in today's digital marketplace. For more Amplify episodes and to learn more about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify

    Becoming a Visible Expert: Crafting Content that Proves Your Expertise with Karl Feldman- Amplify S6E5

    Play Episode Listen Later Sep 23, 2024 32:16


    Karl Feldman, a seasoned partner at Hinge disucsses how to navigate today's competitive landscape, showcasing your expertise is essential for professional services firms With a wealth of experience in content marketing and brand development, Karl has guided numerous firms to elevate their market positioning and achieve thought leadership status. In this episode, we delve into the art of impactful content marketing campaigns. From blogs to whitepapers and videos, discover how these mediums can effectively showcase your firm's knowledge and the value you deliver. Learn to communicate your expertise authentically, build authority within your niche, and engage your audience through strategic content creation.   For more Amplify episodes and to learn more about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify

    Proving Your Worth: Lightning Interviews from AAM Summit 2024 Part 1 - Amplify S6E4

    Play Episode Listen Later Sep 23, 2024 19:00


    Join Mike Jones from Resound at The Association for Accounting Marketing Summit 2024 as he interviews attendees.  For more Amplify episodes and to learn more about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify

    One-Person Powerhouse: Self-Advocacy for Solos and Small Teams with Amanda Simmonds - Amplify S6S2

    Play Episode Listen Later Sep 23, 2024 33:05


    Explore the unique challenges and opportunities of being in roles that aren't always billable but are always valuable. In this episode, Amanda Simmonds, Director of Talent Advisor Services at Spirrall, shares her insights and strategies for effectively advocating for yourself when you're in a solo role, or a new role. Amanda discusses practical tips for managing workload, gaining leadership support, and showcasing achievements to ensure your contributions are recognized and valued. Whether you're a department of one or leading a small team, this episode provides valuable advice on standing out and making a significant impact. For more Amplify episodes and to learn more about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify  

    Small Firm, Big Impact: Finding Value Through Niching with Kelly Schuknecht - Amplify S6E3

    Play Episode Listen Later Sep 23, 2024 21:41


    Learn how to showcase the unique advantages of smaller firms with Kelly Schuknecht from Summit Virtual CFO by Anders. In this episode delve into the strategies that empower small accounting firms to thrive despite resource constraints. Our guest, Kelly Schuknecht, Marketing Director at Summit Virtual CFO, shares valuable insights on leveraging niche expertise and personalized service to make a significant impact. Kelly emphasizes the power of building strong relationships and delivering customized solutions, talks about how specialized knowledge allows firms to stand out in the market and explores practical tips for enhancing client satisfaction while driving growth.   For more Amplify episodes and to learn more about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify  

    Standing Up and Standing Out: Building Brand Authority and Challenging Stereotypes in Accounting with Gilbert Vasquez - Amplify S6E1

    Play Episode Listen Later Sep 23, 2024 35:10


    This episode features Gilbert (Gil) R. Vasquez, Managing Partner at Vasquez and Company , who tells his unique story as leader of one of the largest minorities owned CPA firms while discussing strategies for effectively showcasing your own unique value. This episode explores the importance of gaining valuable experiences and leveraging them to highlight your own personal brand. Gil emphasizes the importance of building credibility through your own brand and challenging stereotypes to be true to oneself. Highlighting the importance of community involvement, Gil shares his beliefs around fairness and how his approach has helped his career.   For more Amplify episodes and to learn more about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify

    How to Handle Web Leads With Stacy Dreher of James Moore - Amplify S5E7

    Play Episode Listen Later Apr 10, 2024 29:15


    Hear the secrets to qualifying marketing-generated leads with Stacy Dreher, director of practice growth at James Moore & Co., on this episode of Amplify! She's sharing insights into the intricate process of qualifying marketing-generated leads from the importance of collaboration between sales and marketing teams to the pivotal role of responsiveness in lead management. Listeners gain a comprehensive understanding of the strategies and tactics she's employing to maximize conversion rates and drive growth.   For more Amplify episodes and to find out more about the Assocation for Accounting Marketing visit  https://accountingmarketing.org/category/amplify/.   Guest: https://www.linkedin.com/in/stacydreher/ | www.jmco.com   Host: https://www.linkedin.com/in/chris-camara/ | https://insidepublicaccounting.com/  

    Digital Advertising Success With Sean Smith of Schneider Downs - Amplify S5E6

    Play Episode Listen Later Apr 10, 2024 26:23


    An increase in the use of digital platforms requires you to align advertising strategies with consumer behavior. In this Amplify! podcast, Sean Smith, chief marketing officer at Schneider Downs, delves into the nuances of digital advertising from key metrics for measuring success to different ad types to budgeting with continuous monitoring. Also, hear how innovative partnerships and creative content are helping firms engage audiences in the competitive digital landscape, ultimately driving brand awareness and achieving marketing objectives. Guest: https://www.linkedin.com/in/sean-smith-6595461/ | schneiderdowns.com Host: https://www.linkedin.com/in/chris-camara/ | https://insidepublicaccounting.com/ For more Amplify episodes and to find out more about the Assocation for Accounting Marketing visit  https://accountingmarketing.org/category/amplify/.

    Successful Digital Campaigns With Apoorv Dwivedi of Fixyr Marketing - Amplify S5E5

    Play Episode Listen Later Apr 10, 2024 21:56


    Embrace data-driven decision-making in your marketing endeavors and leverage insights to optimize your campaigns for success! In this Amplify! episode, Apoorv Dwivedi, strategic marketing advisor and founder of Fixyr Marketing, divulged the intricacies of successful digital marketing campaigns. Crafting effective strategies starts with clear objectives and audience segmentation.  From delineating various types of email campaigns to discussing the nuanced approach required in the accounting industry, you can navigate the dynamic landscape of digital marketing.   Guest: https://www.linkedin.com/in/apoorvdwivedi1/ | https://fixyr.com/ Host: https://www.linkedin.com/in/chris-camara/ | https://insidepublicaccounting.com/   For more Amplify episodes and to find out more about the Assocation for Accounting Marketing visit  https://accountingmarketing.org/category/amplify/.

    Content that Converts With Anna Khayet of KMG Advisors - Amplify S5E4

    Play Episode Listen Later Apr 10, 2024 22:26


    Ready to elevate your content strategy and drive meaningful conversion? In this episode of Amplify!, we delve into content creation and its impact on digital conversion with Anna Khayet, a marketing consultant for fintech and accounting firms. You must craft content that resonates with audience pain points, aligning with user needs and SEO insights. From diverse content formats to the strategic utilization of video and gated content, you can optimize content for maximum engagement and conversion. Listen in for tips to unlock the full potential of your content strategies.   For more Amplify episodes and to find out more about the Assocation for Accounting Marketing visit  https://accountingmarketing.org/category/amplify/.   Guest: https://www.linkedin.com/in/annaagishtein/ | khayet-marketing.com  Host: https://www.linkedin.com/in/chris-camara/ | https://insidepublicaccounting.com/

    Lead Gen MarTech For Accounting Firms with Danny Estrada of Rare Karma - Amplify S5E3

    Play Episode Listen Later Apr 10, 2024 39:34


    How can technology enhance your processes and drive growth? In this episode of Amplify!, Danny Estrada, vice president of consulting at Rare Karma, delves into the pivotal role of marketing technology in lead generation for accounting firms. CRM adoption is an important component, but you also have to look at how it integrates with other firm technologies. Listen in to discover actionable strategies to maximize ROI, enhance client experiences and stay ahead of emerging trends in MarTech.   For more Amplify episodes and to find out more about the Assocation for Accounting Marketing visit  https://accountingmarketing.org/category/amplify/.   Guest: https://www.linkedin.com/in/dannyestrada/ | https://rarekarma.com/ Host: https://www.linkedin.com/in/chris-camara/ | https://insidepublicaccounting.com/  

    SEO Today and Tomorrow with Brian Swanson of Flashpoint Marketing - Amplify S5E2

    Play Episode Listen Later Apr 10, 2024 47:57


    Empower your accounting firm for success in the digital era! Brian Swanson, Chief SEO strategist with FlashPoint Digital Marketing, discusses the evolving landscape of digital marketing in this Amplify! podcast. Thought leadership and strategic content creation are driving growth and differentiation. By leveraging digital channels and focusing on value-driven content, accounting firms can attract clientele in an increasingly digital marketplace. Plus, he talks about the impact of AI on SEO and the future of digital marketing. It's time to embrace digital innovation.   For more Amplify episodes and to find out more about the Assocation for Accounting Marketing visit  https://accountingmarketing.org/category/amplify/.   Guest: https://www.linkedin.com/in/briandswanson/ | flashpointmarketing.biz Host: https://www.linkedin.com/in/chris-camara/ | https://insidepublicaccounting.com/  

    The Digital Lead Gen Process For Accounting Firms With David Toth of Winding River Consulting - Amplify S5E1

    Play Episode Listen Later Apr 10, 2024 34:32


    Discover the secrets to successful digital marketing in this Amplify! podcast discussion with David Toth of Winding River Consulting. He talks about the profound transformation in lead generation driven by the shift to digital platforms and highlights success stories where clients secured substantial deals originating from online interactions. There is untapped potential for digital marketing in accounting and he's sharing tips to help firms maximize the impact of their digital marketing efforts.   For more Amplify episodes and to find out more about the Assocation for Accounting Marketing visit  https://accountingmarketing.org/category/amplify/.   Guest: https://www.linkedin.com/in/davidmtoth/ | windingriverconsulting.com Host: https://www.linkedin.com/in/chris-camara/ | https://insidepublicaccounting.com/

    Comparing Legal and CPA Firm BDEs – Amplify S4E7

    Play Episode Listen Later Nov 17, 2023 39:53


    The world of business development demands authenticity, curiosity and adaptability. When comparing the roles of business developers in accounting and legal there are a lot more similarities in their roles than there are differences.  This entire season of Amplify has focused on the role of the business development professional in CPA firm. This episode features Favor Lee, director of business development at EisnerAmper, and Melissa Lang, director of client engagement at the global law firm K&L Gates, who delve into the world of business development from within their respective industries.  Listen in to hear how effective business development hinges on a combination of expertise, interpersonal skills and a genuine commitment to understanding and solving clients' needs. For more more Amplify episodes and find out about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify/  

    Managing a Sales Person or Team for Accounting Firms – Amplify S4E6

    Play Episode Listen Later Nov 17, 2023 35:25


    When it comes to managing a business developer or a team of business development executives, it's all about team selling, setting clear expectations and effective pipeline management.  As we talk all about the business development professional role in accounting firms in this season of Amplify, you aren't going to want to miss this episode that explores how you manage these types of professionals. Nikki Bergersen, principal and director of sales at Rehmann, dives into the secrets to effective management of business development teams. Listen in to hear how to unlock success in your business developer team. For more more Amplify episodes and find out about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify/

    Building a Business Development Culture That Drives Growth for Accounting Firms – Amplify S4E5

    Play Episode Listen Later Nov 17, 2023 36:32


    A thriving business development culture goes beyond just sales—it's about engagement and contribution from everyone in the firm. In this season of Amplify we're talking about the role of a business developer in a CPA firm. And this episode focuses on building a BD culture that drives growth. Suzanne Reed, chief marketing officer at LBMC, shares her insights on building a BD culture, when to start BD training, how to build accountability to the culture and much more. Be sure to listen in to hear how an effectively executed culture change can propel a firm's growth and success in the long run. For more more Amplify episodes and find out about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify/

    How Business Developers Work with Marketing – Amplify S4E4

    Play Episode Listen Later Nov 17, 2023 35:50


    Fostering collaboration between marketing and business development is the key to success. Conflicting messages can confuse prospects, so you should work toward a "two plus two equals five" approach, harnessing their collective potential.  In this season of Amplify we're talking about the role of a business developer in a CPA firm. And this episode focuses on how BDEs and marketing can work together. Chris Perrino, principal of business development at Barnes Dennig, talks about the marketing BD handoff, how the two functions can work together, reporting structure and more.  Listen in to discover the magic of collaboration between business development (BD) and marketing teams! For more more Amplify episodes and find out about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify/

    How Business Developers Work with Firm Leadership – Amplify S4E3

    Play Episode Listen Later Nov 17, 2023 31:18


    Collaboration between business development executives (BDEs) and firm leaders is a recipe for success. The right setup and alignment of objectives are crucial for effective business development efforts. In this season of Amplify we're talking about the role of a business developer in a CPA firm. And this episode focuses on how firm leadership should work with a business developer and vice versa. It features Adam Klein, chief growth officer at Bennett Thrasher and a former BDE himself, who shares his thoughts on setting strategy, when to bring a partner into a lead, BD KPIs and much more.  Listen in to hear why, whether you are a business developer or a partner seeking a more collaborative approach, initiating strategic conversations is the key to success. For more more Amplify episodes and find out about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify/

    Compensating a Business Developer – Amplify S4E2

    Play Episode Listen Later Nov 17, 2023 32:06


    How do you compensate a business development professional, striking the right balance between base salary and commission? Understanding your goals is the first step.  In this season of Amplify we're diving deep into the role of business developers. And, in this episode, we're turning to Ty Hendrickson, the leader of sales training and business development coaching at Inovautus Consulting, to talk about how you compensate these professionals. Compensating a business development executive is quite nuanced and it's not a one-size-fits-all model. Listen in for insights about what your model might look like as you create a win-win scenario for sustainable growth.  For more more Amplify episodes and find out about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify/

    What a Business Development Executive Does - Amplify S4E1

    Play Episode Listen Later Nov 17, 2023 49:58


    A business developer's day involves a myriad of activities from external meetings with business owners and referral partners to scoping calls for initial client connections.  In this season of Amplify, we're exploring the role of business development executives in accounting firms. To kick things off, Danielle Reynolds, business development manager at Whitley Penn, shares her personal story from health promotion to becoming a key figure in business development. Be sure to listen in to hear how this business development chameleon is evolving with the needs of her firm. For more more Amplify episodes and find out about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify/

    The Power of Showing People They Matter in Accounting Firms with Heather Esposito, Director Learning, Development and Colleague Engagement at BPM - Amplify S3E6

    Play Episode Listen Later Oct 27, 2023 35:08


    In the latest season of the Amplify podcast - powered by AAM, we're diving deep into the various industry trends in accounting firm growth. In this episode, host Mike Jones, Managing Partner of Resound - a brand consultancy - talks with Heather Esposito, Director Learning, Development and Colleague Engagement at BPM. Their discussion centers on the power of showing people they matter in accounting firms. Listen in. This is a must-not-miss episode!  About Our Guest Heather Esposito  Director Learning, Development and Colleague Engagement, BPM Heather Esposito is a Director of Learning, Development, and Colleague Engagement at BPM, working remotely. She has twenty-five years of experience in the industry and leads the Learning and Development program for BPM. Heather has worked as a coach with a variety of leaders, seeking to provide transformative change and accelerating their leadership effectiveness. Her approach centers around deep self-exploration to gain insights and self-awareness for leaders, moving them forward in their growth and development. For the last six years, Heather has focused much of her work around the neuroscience of quality conversations, growth mindset, psychological safety, and building a culture of coaching. She backs this up with over 2500 hours of coaching experience with the International Coaching Federation (ICF). Heather holds several degrees, including a Bachelor's degree in Accounting, a Bachelor's degree in Business Administration, a Masters in Special Education, and a Masters in Human Resource and Leadership Development. Heather lives in New Orleans with her husband and three children, and enjoys sipping on iced coffee while relaxing with a good book, listening to podcasts, or being creative. About Your Host: Mike Jones Managing Partner, Resound Remarkable brands require authenticity and a die-hard commitment to values & purpose. Mike passionately preaches these beliefs as author of the book, You Are Remarkable: How To Unlock Your Authentic Brand To Win Loyal Customers as well as two podcasts he hosts and produces: Resoundcast and the Remarkabrand Podcast. He works directly with clients to unlock their remarkable brands through his award-winning brand consultancy, Resound - established in 2009. (He also founded his own apparel brand devoted to American political history, called Taftly. But that's a whole other story.) He has supported the Arizona entrepreneurial community through his co-directorship of Phoenix Startup Week, co-founding the startup-supporting non-profit Thrive PHX, and serving on the boards of Conscious Capitalism Arizona and The Center for Habilitation. In recognition of the work he's done, this Arizona native has been named one of the state's top business leaders under the age of 40 by the Phoenix Business Journal as well as a 35-Under-35 entrepreneurial award from the Arizona Republic. Mike lives in the very sunny vale of Mesa, AZ with his wife and three kids. If you want to connect, LinkedIn's usually where you'll find him – @remarkamike.

    The State of the Industry - Micro Interviews from AAM Summit 2023 - Amplify S3E5

    Play Episode Listen Later Oct 27, 2023 27:14


    In this 3rd season of the Amplify podcast - powered by AAM, we're diving deep into accounting industry trends and how firms can maximize their growth as they plan for the future. In this episode, host Mike Jones, Managing Partner of Resound - a brand consultancy - talks with 15 MORE attendees of AAM Summit 2023 about their take on the state of the accounting industry. Each micro-interview dives into an aspect of the accounting industry - from digital marketing to upcoming trends to key challenges facing accounting firms. You don't want to miss this special episode. About the Guests: Becca McGovern, Marketing Manager at Johnson Lambert, LLP Laura Metz, Senior Growth Manager at HCVT Margo Andersen, Marketing Director at Larson & Company PC Danny Estrada, Vice President of Consulting at Rare Karma Judy Bodenhamer, Founder & Managing Director at Client Experience Group Lily Morris, Internal Communications Specialist at Johnson Lambert, LLP Travis Bradshaw, Director, Software & Services Marketing at Armanino Jerilyn Dressler, Director of Strategic Partnerships at Your Part-Time Controller Carrie Steffen, Co-Founder and President at The Whetstone Group Chris Camara, Managing Editor at The Growth Partnership Holly Subervi, Head of Brand at Armanino Katie Cohodes, Marketing Manager at Armanino Edward Warren, Senior Channel Marketing Manager at Sage Jeremy Shen, CMO at YHB Abby Morrow, Marketing Pursuit Coordinator at YHB   About Your Host: Mike Jones Managing Partner, Resound Remarkable brands require authenticity and a die-hard commitment to values & purpose. Mike passionately preaches these beliefs as author of the book, You Are Remarkable: How To Unlock Your Authentic Brand To Win Loyal Customers as well as two podcasts he hosts and produces: Resoundcast and the Remarkabrand Podcast. He works directly with clients to unlock their remarkable brands through his award-winning brand consultancy, Resound - established in 2009. (He also founded his own apparel brand devoted to American political history, called Taftly. But that's a whole other story.) He has supported the Arizona entrepreneurial community through his co-directorship of Phoenix Startup Week, co-founding the startup-supporting non-profit Thrive PHX, and serving on the boards of Conscious Capitalism Arizona and The Center for Habilitation. In recognition of the work he's done, this Arizona native has been named one of the state's top business leaders under the age of 40 by the Phoenix Business Journal as well as a 35-Under-35 entrepreneurial award from the Arizona Republic. He lives in the very sunny vale of Mesa, AZ with his wife and three kids. If you want to connect, LinkedIn's usually where you'll find him – @remarkamike.  

    The State of the Industry - Micro Interviews from AAM Summit 2023 - Amplify S3E4

    Play Episode Listen Later Oct 27, 2023 25:36


    In this 3rd season of the Amplify podcast - powered by AAM, we're diving deep into accounting industry trends and how firms can maximize their growth as they plan for the future. In this episode, host Mike Jones, Managing Partner of Resound - a brand consultancy - talks with 13 attendees of AAM Summit 2023 about their take on the state of the accounting industry. Each micro-interview dives into an aspect of the accounting industry - from digital marketing to upcoming trends to key challenges facing accounting firms. You don't want to miss this special episode. About the Guests: Emily Ackerman, Director of Business Development at Lane Gorman Trubitt, LLC Kami Minor, Director of Marketing & Communications at Anglin Reichmann Armstrong, PC Ashton Adair, Marketing Manager at Whitley Penn Tyler Cuda, Digital Marketing Manager, Sassetti Jeshanah Fox, Marketing Director at Brown Schultz Sheridan & Fritz Anna Clyburn, Digital Marketing Specialist at Brown Edwards Jack Kolmansberger, CGO at Herbein + Company Josh Woods, Senior Marketing Manager at Lane Gorman Trubitt Amy Delaney, Director Of Marketing And Business Development at Kernutt Stokes Tenley Damrow, Director, Alliance Marketing Leader at RSM US LLP Becky Livingston, President and CEO at Penheel Marketing  Chuck Summers, Director of Practice Growth at MCM CPAs & Advisors Marti Rison, Creative Marketing and Communications Manager at Mize CPAs   About Your Host: Mike Jones Managing Partner, Resound Remarkable brands require authenticity and a die-hard commitment to values & purpose. Mike passionately preaches these beliefs as author of the book, You Are Remarkable: How To Unlock Your Authentic Brand To Win Loyal Customers as well as two podcasts he hosts and produces: Resoundcast and the Remarkabrand Podcast. He works directly with clients to unlock their remarkable brands through his award-winning brand consultancy, Resound - established in 2009. (He also founded his own apparel brand devoted to American political history, called Taftly. But that's a whole other story.) He has supported the Arizona entrepreneurial community through his co-directorship of Phoenix Startup Week, co-founding the startup-supporting non-profit Thrive PHX, and serving on the boards of Conscious Capitalism Arizona and The Center for Habilitation. In recognition of the work he's done, this Arizona native has been named one of the state's top business leaders under the age of 40 by the Phoenix Business Journal as well as a 35-Under-35 entrepreneurial award from the Arizona Republic. Mike lives in the very sunny vale of Mesa, AZ with his wife and three kids. If you want to connect, LinkedIn's usually where you'll find him – @remarkamike.

    The Impact of Marketing on Firm Operations with Kathleen O'Toole, Partner & CMO of PKF O'Connor Davies - Amplify S3E3

    Play Episode Listen Later Oct 26, 2023 24:07


    Welcome to the 3rd season of the Amplify podcast - powered by AAM! This season is all about accounting industry trends and how firms can maximize their growth as they plan for the future. In this episode, host Angie Grissom, Owner and Chief Relationship Officer of The Rainmaker Companies talks with Kathleen O'Toole, Partner and CMO of PKF O'Connor Davies about the impact of marketing on accounting firm operations. Kathleen is a multifaceted marketing and communications professional with extensive experience in driving market share and revenue increases at leading financial and professional services companies. You don't want to miss this insightful conversation and learn from an accomplished accounting firm leader. About Our Guest: Kathleen O'Toole is Partner and CMO of PKF O'Connor Davies. She is a multifaceted marketing and communications professional with extensive experience in driving market share and revenue increases at leading financial and professional services companies. Her proven ability to initiate creative marketing, communications and business development programs has delivered immediate results for her firm. She has expertise in both B2B and B2C strategy, analysis and solutioning. She is described as a frequent company “firefighter” with demonstrated success in building and leading teams to achieve and exceed performance objectives. Kathleen is a leader, collaborator, relationship and consensus builder, entrepreneurial, comfortable with ambiguity, persistent, and enthusiastic.  Connect with Kathleen - linkedin.com/in/kathleen-a-o-toole-8947b5a   About Your Host:  Angie Grissom is Owner and Chief Relationship Officer of The Rainmaker Companies. Angie leads the firm in building major strategic alliances and national networks to advance professional services. Her role involves high-level strategy, thought leadership, consulting, and program and curriculum development. She transforms clients' lives through innovation, goal setting, coaching, training, and accountability development. Angie is a frequent speaker, writer, and contributor to the profession and is consistently recognized as one of the most influential people in the accounting industry. Connect with Angie - linkedin.com/in/angiegrissom

    Strategic Planning with a Focus on Advisory with Josh Beck, Managing Partner of MarksNelson - Amplify S3E2

    Play Episode Listen Later Oct 26, 2023 22:29


    We are thrilled to announce the 3rd season of the Amplify podcast - powered by AAM! This season is all about accounting industry trends and how firms can maximize their growth as they plan for the future. With this episode, host Angie Grissom, Owner and Chief Relationship Officer of The Rainmaker Companies talks with Josh Beck, Managing Partner of MarksNelson about the importance of strategic planning with advisory services as a focus for the growth-minded accounting firm. Josh Beck has led MarksNelson since 2020 and has applied his expertise in leading clients' own growth to guide MarksNelson. Prior to taking over the Managing Partner role he served as a Partner in MarksNelson's advisory services area. You don't want to miss this fantastic discussion and learn from a true industry leader. About Our Guest: Prior to assuming the role of Managing Partner in 2020, Josh Beck served as a Partner in MarksNelson's advisory services area, member of the firm's Executive Committee, and leader of the Real Estate industry niche. He joined MarksNelson as leader of the Location Strategies practice after merging-in the St. Louis-based corporate site selection and economic development consulting firm he founded. In addition to his responsibilities as Managing Partner, Josh regularly provides site selection, credits and incentives, and economic development counsel to companies and communities of all sizes. His experience, holding key positions for economic development organizations at both the state and local level, along with private-sector sales and marketing, provides Josh with the unique experience to help his clients shape and implement plans for growth.  Connect with Josh - https://www.linkedin.com/in/joshbeckedfp/ About Your Host:  Angie Grissom is Owner and Chief Relationship Officer of The Rainmaker Companies. Angie leads the firm in building major strategic alliances and national networks to advance professional services. Her role involves high-level strategy, thought leadership, consulting, and program and curriculum development. She transforms clients' lives through innovation, goal setting, coaching, training, and accountability development. Angie is a frequent speaker, writer, and contributor to the profession and is consistently recognized as one of the most influential people in the accounting industry Connect with Angie - linkedin.com/in/angiegrissom

    Making Employee Experience a Strategic Priority with Cheryl Foster - Amplify S3E1

    Play Episode Listen Later Oct 26, 2023 17:55


    We are thrilled to announce the 3rd season of the Amplify podcast - powered by AAM! This season is all about accounting industry trends and how firms can maximize their growth as they plan for the future. In this episode, host Angie Grissom, Owner and Chief Relationship Officer of The Rainmaker Companies sits down with Cheryl Foster, Chief Growth Officer for HCVT, to discuss why employee experience must be a strategic priority for accounting firms and how to get there. Cheryl's a key advisor to the partnership and other key team members at HCVT and she and her team are an integral part of helping the firm realize its vision and achieve its strategic goals. This is a fascinating inside look from an industry leader in employee experience. Don't miss this episode!   About Our Guest: Cheryl is the Chief Growth Officer for HCVT where she leads the development and implementation of the firm's Growth strategy. A key advisor to the partnership and other key team members, Cheryl and her team are an integral part of helping the firm realize its vision and achieve its strategic goals.  Prior to joining HCVT, Cheryl was Director, Demand Generation—Industry for Armanino where she led a team of marketers focused on developing and implementing demand generation marketing strategies for the firm's strategic industries. Cheryl began her professional services marketing career at Brown Smith Wallace a former Midwest-based, top 100 firm. As Director of Practice Growth, she led the firm's growth marketing strategy and business development support function to drive revenue growth and enhance the reputation of the firm. Cheryl also held marketing roles at Build-A-Bear Workshop, start-up toy retailer RIDEMAKERZ, and GroupM Search, formerly the search marketing specialist division of GroupM—a WPP company. Cheryl holds Bachelor's and Master of Arts degrees from the School of Journalism at the University of Missouri—Columbia.  Connect with Cheryl - linkedin.com/in/fostercheryl   About Your Host:  Angie Grissom is Owner and Chief Relationship Officer of The Rainmaker Companies. Angie leads the firm in building major strategic alliances and national networks to advance professional services. Her role involves high-level strategy, thought leadership, consulting, and program and curriculum development. She transforms clients' lives through innovation, goal setting, coaching, training, and accountability development. Angie is a frequent speaker, writer, and contributor to the profession and is consistently recognized as one of the most influential people in the accounting industry. Connect with Angie - linkedin.com/in/angiegrissom

    Mergers, Acquisitions and Private Equity in Strategic Planning for Accounting Firms with Allan Koltin - Amplify S2E6

    Play Episode Listen Later Apr 7, 2023 18:37


    We are excited to launch the 2nd season of our newly rebranded Amplify podcast - powered by AAM! In this episode, host Angie Grissom, Owner and Chief Relationship Officer of The Rainmaker Companies sits down with Allan Koltin, CEO of Koltin Consulting, to discuss how mergers, acquisitions and private equity should be considered in the strategic planning of accounting firms. Allan's expertise and extensive experience are well known across the accounting industry. He helps firms with numerous services ranging from strategic planning to mergers and acquisitions. He has even been referred to as the Master Jedi in CPA firm consulting. Tune in as Angie and Allan dive into the changes in the industry and what we should be considered as accounting firms plan for the future. About Our Guest Highly sought for his ability to engage and inspire audiences, Allan Koltin enjoys delivering keynote addresses at conferences throughout the professional services industry. His passion is facilitating retreats and providing coaching for firm leadership and partners. His specialties include strategy, governance, profitability, compensation, growth, human capital, succession, and mergers and acquisitions. For twenty-one consecutive years, Allan has been named by Accounting Today as one of the Top 100 Most Influential People in the accounting profession. For the past five years, he was recognized as one of the “10 Most Influential” in the profession and in 2021 he was ranked #5. Koltin was also voted one of the 10 Most Recommended Consultants for the nineteenth straight year in the “Annual Survey of Firms” conducted by INSIDE Public Accounting. For the past eight years, Allan has also been named by CPA Practice Advisor as one of the Top 25 Thought Leaders in the profession. In 2016 CPA Practice Advisor inducted Allan into the Accounting Hall of Fame. He was also one of the first to be inducted into the Accounting Marketing Hall of Fame by the Association for Accounting Marketing (AAM). He has also been a recipient of the NACVA Instructor of the Year Award and winner of the Journal of Accountancy Literacy Award. Previously he was recognized by the Illinois CPA Society with the Distinguished Service Award for outstanding service and commitment to the profession. A nationally recognized speaker and industry analyst, he has appeared on the CNN, WGN and Fox Television networks and has been quoted frequently in such media as the Wall Street Journal, New York Times, Washington Post, Chicago Tribune, Los Angeles Times, USA Today and New York Post, as well as Bloomberg News, BBC World Service, Business Week, Forbes and Reuters. He has also spoken nationally and internationally at hundreds of conferences including those held by the AICPA, international CPA associations and state CPA societies. Previously, Allan was the President and CEO of PDI, Global, Inc. which was the largest publisher of marketing materials for professional services firms. Allan originally sold PDI Global to H&R Block in 1998, buying it back in 2008, and then selling it again to Thomson Reuters in 2011. Prior to that, Allan was a Partner in the Chicago-based accounting and consulting firm of FERS, where he served as the leader of the Investment Banking Group, as well as the Law Firm Consulting Group. At age 27, Allan had the distinction of being named the youngest partner in the history of the firm and was also a member of the firm's Executive Committee. FERS was acquired by H&R Block in 1998. He is a founding member of The Advisory Board, a think tank for the accounting profession. For 20 years The Advisory Board has hosted the Winning Is Everything Conference. Allan has served on various advisory boards, including SS&G, Outsource Partners International (OPI), the Association for Accounting Marketing (AAM), the National Association of Certified Valuation Analysts (NACVA), H&R Block (HRB Business Services) and ComplyGlobal. Koltin is the author-editor of three books for professional services firms: CPA Firm Merger Strategies That Work, CPAs That Sell and the AICPA's Marketing a Consulting Niche. He serves or has served on the editorial advisory boards of CPA Practice Management Forum, the Journal of Accountancy, Accounting Today, Public Accounting Report and Law Firm Management. Allan attended both the University of Wisconsin – Madison and the University of Wisconsin – Milwaukee and received degrees in accounting and marketing. He lives in Chicago with his wife, Sharon, his three children, Jack, Brian and Julia, and his two dogs, Bucky and Cody. His hobbies include travel, chess, and all sports. About Your Host Angie Grissom is Owner and Chief Relationship Officer of The Rainmaker Companies. Angie leads the firm in building major strategic alliances and national networks to advance professional services. Her role involves high-level strategy, thought leadership, consulting, and program and curriculum development. She transforms clients' lives through innovation, goal setting, coaching, training, and accountability development. Angie is a frequent speaker, writer, and contributor to the profession and is consistently recognized as one of the most influential people in the accounting industry.

    Making DEI a Strategic Priority for Accounting Firms with Kimberly Ellison-Taylor - Amplify S2E5

    Play Episode Listen Later Apr 7, 2023 25:55


    We are excited to launch the 2nd season of our newly rebranded Amplify podcast - powered by AAM! In this episode, host Angie Grissom, Owner and Chief Relationship Officer of The Rainmaker Companies sits down with Kimberly Ellison-Taylor, CEO of KET Consulting to discuss the importance of making DEI a strategic priority for accounting firms. Tune in as Angie and Kimberly dive into DEI and it's importance in accounting firms' strategic planning. About Our Guest Kimberly Ellison-Taylor is a Global Technology and Finance leader with over 30 years of career achievements. She is the Chief Executive Officer of KET Solutions, LLC, a consulting firm focused on business growth, innovation, strategy, transformation and inclusive leadership. Ellison-Taylor is a sought after keynote speaker and has received many awards and recognitions for her expertise and leadership including Accounting Today's Top 100 Most Influential People in Accounting and CPA Practice Advisor's 25 Most Powerful Women in Accounting. For almost 17 years, Ellison-Taylor served in global leadership roles for Oracle Corporation. Kimberly advised C-Suite Executives on cloud solutions that innovate and transform business. Ellison-Taylor is also an adjunct professor for Carnegie Mellon University's Chief Information Officer Certificate program teaching Emerging Technologies & Innovation. She is also an independent board director. Kimberly has volunteered in the profession for over 20 years including leadership positions as Chairman of the American Institute of CPAs, Chairman of the Association of Certified Professional Accountants, and Chairman of the Maryland Association of CPAs. Kimberly is also the Chair for the AICPA's National Commission on Diversity and Inclusion and is also the incoming President-elect for Beta Alpha Psi. Ellison-Taylor is also the Chairman of the Maryland Association of CPAs Education Foundation. Kimberly is a member of the board of advisors for several business schools.  About Your Host Angie Grissom is Owner and Chief Relationship Officer of The Rainmaker Companies. Angie leads the firm in building major strategic alliances and national networks to advance professional services. Her role involves high-level strategy, thought leadership, consulting, and program and curriculum development. She transforms clients' lives through innovation, goal setting, coaching, training, and accountability development. Angie is a frequent speaker, writer, and contributor to the profession and is consistently recognized as one of the most influential people in the accounting industry.  

    The Future of Strategic Planning: The Importance of Buy-In with Gary Thomson - Amplify S2E4

    Play Episode Listen Later Apr 7, 2023 22:37


    The Future of Strategic Planning: The Importance of Buy-In with Gary Thomson, Thomson Consulting We are excited to launch the 2nd season of our newly rebranded Amplify podcast - powered by AAM! In this episode, host Angie Grissom, Owner and Chief Relationship Officer of The Rainmaker Companies sits down with Gary Thomson, Managing Partner of Thomson Consulting, on the Importance of buy-in for strategic planning.  Gary brings unique experience and a unique perspective on the topic due to his involvement in firm leadership and current consulting practice. Tune in as Angie and Gary dive into the importance of buy-in for the strategic planning process in accounting firms.   About Our Guest Gary Thomson, Managing Partner, Thomson Consulting Through mergers Gary became part of Dixon Hughes Goodman (“DHG”), a Top 20 CPA and Consulting Firm.  Gary served as a member of the Senior Leadership and Management Team, as a Regional Managing Partner of the Mid-Atlantic Region and as a member of the Firm's Executive Committee.  In those capacities Gary had key roles in strategic planning, M & A, growth, profitability, partner compensation, succession planning, talent development, communications, marketing, and culture development.   Gary on Twitter: @garythomsoncpa About Your Host Angie Grissom is Owner and Chief Relationship Officer of The Rainmaker Companies. Angie leads the firm in building major strategic alliances and national networks to advance professional services. Her role involves high-level strategy, thought leadership, consulting, and program and curriculum development. She transforms clients' lives through innovation, goal setting, coaching, training, and accountability development. Angie is a frequent speaker, writer, and contributor to the profession and is consistently recognized as one of the most influential people in the accounting industry.  

    Growth in Strategic Planning with Gale Crosley - Amplify S2E3

    Play Episode Listen Later Apr 7, 2023 23:37


    We are excited to launch the 2nd season of our newly rebranded Amplify podcast - powered by AAM! In this episode, host Angie Grissom, Owner and Chief Relationship Officer of The Rainmaker Companies sits down with Gale Crosley, Owner and President of Crosley & Company to talk about how accounting firms can navigate the increased complexities to growth through strategic planning. About Our Guest: Gale Crosley is an award-winning strategic growth consultant who has worked with around 500 midmarket and large firms CPA and Chartered Accounting firms worldwide. For 16 years, Inside Public Accounting has named Gale one of the top Most Recommended Consultants in the Best of the Best Annual Survey. She has worked with many firms on their strategic growth planning. About Your Host Angie Grissom is Owner and Chief Relationship Officer of The Rainmaker Companies. Angie leads the firm in building major strategic alliances and national networks to advance professional services. Her role involves high-level strategy, thought leadership, consulting, and program and curriculum development. She transforms clients' lives through innovation, goal setting, coaching, training, and accountability development. Angie is a frequent speaker, writer, and contributor to the profession and is consistently recognized as one of the most influential people in the accounting industry.

    Elevating the Client Experience in Strategic Planning with Katie Tolin - Amplify S2E2

    Play Episode Listen Later Apr 7, 2023 21:20


    We are excited to launch the 2nd season of our newly rebranded Amplify podcast - powered by AAM! In this episode, host Angie Grissom, Owner and Chief Relationship Officer of The Rainmaker Companies sits down with Katie Tolin, President of CPA Growth Guides to discuss the importance of making client experience a key focus in strategic planning. Tune in as Angie and Katie dive into the role of Client Experience in Strategic planning for accounting firms. About Our Guest Katie Tolin founded CPA Growth Guides after a decades-long in-house marketing career that saw her named Accounting Marketer of the Year, one of the Top 100 Most Influential People in Public Accounting and one of the Most Powerful Women in Accounting. She was also inducted into the Accounting Marketing Hall of Fame, is a former president of the Association for Accounting Marketing and is a contributing author to "Bull's-Eye! The Ultimate How-To Marketing & Sales Guide for CPAs." Throughout her career working with local, regional, and national professional services firms, she has developed highly successful programs notable for innovation, data-driven marketing strategies and measurable success in moving firms forward. Today she works as a consultant or an outsourced chief growth officer helping firms connect the dots between strategy and action to ensure they receive a positive ROI in the areas of marketing, business development, product management/innovation and client experience. In addition, she runs mastermind groups focused on firm growth through her other company, Rally Rounds, and teaches business development leadership through Power Up Professionals. About Your Host Angie Grissom is Owner and Chief Relationship Officer of The Rainmaker Companies. Angie leads the firm in building major strategic alliances and national networks to advance professional services. Her role involves high-level strategy, thought leadership, consulting, and program and curriculum development. She transforms clients' lives through innovation, goal setting, coaching, training, and accountability development. Angie is a frequent speaker, writer, and contributor to the profession and is consistently recognized as one of the most influential people in the accounting industry.

    Strategic Planning for the Future, Observations, and Advice with Dan Hood of Accounting Today - Amplify S2E1

    Play Episode Listen Later Apr 6, 2023 22:38


    We are excited to launch the 2nd season of our newly rebranded Amplify podcast - powered by AAM! In this first episode, host Angie Grissom, Owner and Chief Relationship Officer of The Rainmaker Companies sits down with Dan Hood, Editor in Chief of Accounting Today to discuss how the future of strategic planning in the accounting and consulting space is changing. Dan discusses his observations and offers advice to firm leaders. Dan has over twenty years of experience in the industry and has his finger on the pulse of the profession. Tune in as Angie and Dan dive into the changes in the industry and what we should be considered as accounting firms plan for the future. About Our Guest Daniel Hood is editor-in-chief of Accounting Today.  He has been with the publication for over two decades, previously serving as managing editor. He has also served as a business editor for the New York Daily News Express, and as a production editor for The Wall Street Journal Europe. About Your Host: Angie Grissom is Owner and Chief Relationship Officer of The Rainmaker Companies. Angie leads the firm in building major strategic alliances and national networks to advance professional services. Her role involves high-level strategy, thought leadership, consulting, and program and curriculum development. She transforms clients' lives through innovation, goal setting, coaching, training, and accountability development. Angie is a frequent speaker, writer, and contributor to the profession and is consistently recognized as one of the most influential people in the accounting industry. About Your Host Angie Grissom is Owner and Chief Relationship Officer of The Rainmaker Companies. Angie leads the firm in building major strategic alliances and national networks to advance professional services. Her role involves high-level strategy, thought leadership, consulting, and program and curriculum development. She transforms clients' lives through innovation, goal setting, coaching, training, and accountability development. Angie is a frequent speaker, writer, and contributor to the profession and is consistently recognized as one of the most influential people in the accounting industry.

    The Shifting Landscape of Compensation for Accounting Firms with Jon Hubbard of Boomer Consulting - Amplify S1E5

    Play Episode Listen Later Oct 4, 2022 38:02


    Welcome to episode 5 of this season of Amplify - the podcast for accounting firm growth.  On this episode host Mike Jones, CEO and Managing Partner of Resound, sits down with Jon Hubbard, shareholder at Boomer Consulting. Jon is an accomplished consultant and speaker and last year was recognized as a top 20 under 40 Influencer by CPA Practice Advisor. Listen in as Mike and Jon discuss compensation in accounting firms. About Our Guest Jon Hubbard  Shareholder, Boomer Consulting Jon Hubbard, Shareholder and Consultant at Boomer Consulting helps accounting firm leaders find success in the areas of leadership, talent and growth. Jon is a facilitator for the Boomer P3 Leadership Academy, Boomer Talent Circle, Boomer Marketing and Business Development Circle, and the Boomer Operations Circle. He also guides firms to grow and be more effective in the areas of client service, marketing and business development.    Jon speaks at various industry conferences, user conferences, state societies and associations. He is a StoryBrand Certified Guide and Certified Kolbe Consultant. Awards and Recognitions 2017 - 2021 IPA Most Recommended Consultants 2021 CPA Practice Advisor 20U40 Influencers in the Accounting Profession Connect with Jon: Email: jon.hubbard@boomer.comLinkedIn: linkedin.com/in/jonhubbard Twitter: @Jon_Hubbard About Your Host: Mike Jones Managing Partner, Resound Remarkable brands require authenticity and a die-hard commitment to values & purpose. Mike passionately preaches these beliefs as author of the book, You Are Remarkable: How To Unlock Your Authentic Brand To Win Loyal Customers as well as two podcasts he hosts and produces: Resoundcast and the Remarkabrand Podcast. He works directly with clients to unlock their remarkable brands through his award-winning brand consultancy, Resound - established in 2009. (He also founded his own apparel brand devoted to American political history, called Taftly. But that's a whole other story.) He has supported the Arizona entrepreneurial community through his co-directorship of Phoenix Startup Week, co-founding the startup-supporting non-profit Thrive PHX, and serving on the boards of Conscious Capitalism Arizona and The Center for Habilitation. In recognition of the work he's done, this Arizona native has been named one of the state's top business leaders under the age of 40 by the Phoenix Business Journal as well as a 35-Under-35 entrepreneurial award from the Arizona Republic. He lives in the very sunny vale of Mesa, AZ with his wife and three kids. If you want to connect, LinkedIn's usually where you'll find him – @remarkamike.

    Recruitment for Accounting Firms - 20+ Years of Stories with Jeff Phillips of Accountingfly and Padgett Business Services - Amplify S1E4

    Play Episode Listen Later Oct 4, 2022 38:02


    Welcome to episode 4 of this season of Amplify - the podcast for accounting firm growth!  In this episode host Mike Jones, CEO and Managing Partner of Resound, sits down with Jeff Phillips, founder of Accountingfly, the recruitment platform that "is practically singlehandedly awakening the profession to the enormous potential of hiring staff remotely.  Tune into this conversation as Mike and Jeff discuss recruitment for accounting firms. About Our Guest Jeff Phillips  Founder of Accountingfly and CEO of Padgett Business Services Jeff is the CEO of Padgett, one of the largest tax and accounting firms in North America. Jeff founded Accountingfly in 2012, the recruitment platform that "is practically singlehandedly awakening the profession to the enormous potential of hiring staff remotely," according to Accounting Today. Jeff has been named to the Top 100 Most Influential People list 5 times for his contributions to helping solve the hiring challenges of CPA firms. His team has been making remote hires since 2015 and he works directly with firms to help them transform their processes and culture to embrace remote talent. He is a past-president of the CPA Consultant's Alliance. Jeff was previously with Monster.com where he delivered recruitment solutions for Fortune 500 companies such as Verizon, H&R Block, and Shell. Jeff has an Economics degree from Baylor University and an MBA from Southern Methodist University. Jeff and his wife Lacy live in their hometown of Pensacola, Florida with their 3 children Connect with Jeff on LinkedIn and Twitter. About Your Host: Mike Jones Managing Partner, Resound Remarkable brands require authenticity and a die-hard commitment to values & purpose. Mike passionately preaches these beliefs as author of the book, You Are Remarkable: How To Unlock Your Authentic Brand To Win Loyal Customers as well as two podcasts he hosts and produces: Resoundcast and the Remarkabrand Podcast. He works directly with clients to unlock their remarkable brands through his award-winning brand consultancy, Resound - established in 2009. (He also founded his own apparel brand devoted to American political history, called Taftly. But that's a whole other story.) He has supported the Arizona entrepreneurial community through his co-directorship of Phoenix Startup Week, co-founding the startup-supporting non-profit Thrive PHX, and serving on the boards of Conscious Capitalism Arizona and The Center for Habilitation. In recognition of the work he's done, this Arizona native has been named one of the state's top business leaders under the age of 40 by the Phoenix Business Journal as well as a 35-Under-35 entrepreneurial award from the Arizona Republic. He lives in the very sunny vale of Mesa, AZ with his wife and three kids. If you want to connect, LinkedIn's usually where you'll find him – @remarkamike.

    Creating a Remarkable Employee Experience with Kassi Rushing of Blue Hen Agency - Amplify S1E3

    Play Episode Listen Later Oct 4, 2022 37:24


    Welcome to episode 3 of this season of Amplify - the podcast for accounting firm growth!  On this episode host Mike Jones, CEO and Managing Partner of Resound, sits down with Kassi Rushing, Vice President, Organizational Strategy & Employee Experience at Blue Hen Agency. Kassi has over the last 20 years, Kassi has been connecting people, processes and resources necessary to create an unrivaled employee experience and make accounting firm cultures their competitive advantage.  Listen in as Mike and Kassi discuss the employee experience.  About Our Guest Kassi Rushing  Vice President, Organizational Strategy & Employee Experience, Blue Hen Agency Kassi Rushing builds places people want to work. She specializes in connecting the people, processes and resources necessary to create an unrivaled employee experience and make your culture your competitive advantage. Since 2002, Kassi has been bridging the strategies between business and people. Her experience and expertise is in workplace culture and transformation, high performing teams, leadership and pipeline development, employee experience, and communication strategy. Kassi previously served as the director of people growth and engagement for a Top 50 public accounting firm. There, she directed the strategy, teams and budgets for: recruiting, onboarding and new hire experience, ongoing team member development, leadership pipelines, internal communication, and internal coaching. She was a special advisor to the executive partner, chair of the personnel committee, and served on the Belonging steering committee. She also worked as a corporate communicator for a multi-billion-dollar financial institution where focused on internal employee relations and served as a development consultant for a national non-for-profit. Kassi earned her Bachelor of Arts in communication with an emphasis in public relations from Mississippi State University and her Master of Science in corporate communication and public relations from Mississippi College. She holds the Accreditation in Public Relations from the Public Relations Society of America and her Certificate in Diversity & Inclusion from the Yale School of Management. She is a Certified DISC Behavioral Analysis Consultant, a tool she uses to help teams work more effectively and increase their sense of belonging. Kassi is a working mom and serves as Vice President of Organizational Strategy & Employee Experience at Blue Hen, a company dedicated to organizational health and workplace development. Kassi is a strategic partner and designated Thought Leader with the AICPA-CIMA's Business Learning Institute. Connect with Kassi on LinkedIn and Instagram.  About Your Host: Mike Jones Managing Partner, Resound Remarkable brands require authenticity and a die-hard commitment to values & purpose. Mike passionately preaches these beliefs as author of the book, You Are Remarkable: How To Unlock Your Authentic Brand To Win Loyal Customers as well as two podcasts he hosts and produces: Resoundcast and the Remarkabrand Podcast. He works directly with clients to unlock their remarkable brands through his award-winning brand consultancy, Resound - established in 2009. (He also founded his own apparel brand devoted to American political history, called Taftly. But that's a whole other story.) He has supported the Arizona entrepreneurial community through his co-directorship of Phoenix Startup Week, co-founding the startup-supporting non-profit Thrive PHX, and serving on the boards of Conscious Capitalism Arizona and The Center for Habilitation. In recognition of the work he's done, this Arizona native has been named one of the state's top business leaders under the age of 40 by the Phoenix Business Journal as well as a 35-Under-35 entrepreneurial award from the Arizona Republic. He lives in the very sunny vale of Mesa, AZ with his wife and three kids. If you want to connect, LinkedIn's usually where you'll find him – @remarkamike.

    Employee Retention Data and Best Practices for Accounting Firms with Mark Horstman of Manager Tools - Amplify S01E02

    Play Episode Listen Later Oct 4, 2022 44:41


    Welcome to episode 2 of this season of the Amplify - the podcast for accounting firm growth!  On this episode host Mike Jones, CEO and Managing Partner of Resound, sits down with Mark Horstman, co-founder of Manager Tools,  a management consulting and training company to discuss the topic of employee retention. Mark is also the host of the Manager Tools Podcast. The #1 business podcast in the world with over 3 million downloads each month. Tune in as Mike and Mark discuss this critical topic for so many accounting firms: employee retention. About Our Guest Mark Horstman  Co-founder, Manager Tools Mark Horstman is Co-Founder of Manager Tools, a management consulting and training firm.  He is also writer and co-host of the Executive Tools podcast, after having written and hosted the Manager Tools Podcast for 17 years.  Manager Tools is the #1 business podcast in the world, with over 3 million downloads a month.  He has personally trained over 50,000 managers in his career. Mark is also the author of The Effective Manager, which has sold over 50,000 copies, and The Effective Hiring Manager.  He is a graduate of the United States Military Academy at West Point.  Following his service, he worked in Sales and Marketing at Procter and Gamble. He lives in Pebble Beach, California. About Your Host: Mike Jones Managing Partner, Resound Remarkable brands require authenticity and a die-hard commitment to values & purpose. Mike passionately preaches these beliefs as author of the book, You Are Remarkable: How To Unlock Your Authentic Brand To Win Loyal Customers as well as two podcasts he hosts and produces: Resoundcast and the Remarkabrand Podcast. He works directly with clients to unlock their remarkable brands through his award-winning brand consultancy, Resound - established in 2009. (He also founded his own apparel brand devoted to American political history, called Taftly. But that's a whole other story.) He has supported the Arizona entrepreneurial community through his co-directorship of Phoenix Startup Week, co-founding the startup-supporting non-profit Thrive PHX, and serving on the boards of Conscious Capitalism Arizona and The Center for Habilitation. In recognition of the work he's done, this Arizona native has been named one of the state's top business leaders under the age of 40 by the Phoenix Business Journal as well as a 35-Under-35 entrepreneurial award from the Arizona Republic. He lives in the very sunny vale of Mesa, AZ with his wife and three kids. If you want to connect, LinkedIn's usually where you'll find him – @remarkamike.

    Compensation Changes in Accounting Firms - Intersection of HR & Marketing with Andrea Sardon, PBMares - Amplify S01E01

    Play Episode Listen Later Oct 4, 2022 44:18


    Amplify - Season 1, Episode 1. Join host Mike Jones with Andrea Sardone from PBMares as they discuss the changes in compensation within the intersection of marketing and accounting in accounting firms.  About Our Guest Andrea Sardone  Director of Marketing, PBMares LLP Andrea has over 30 years in various aspects of marketing and communications. Her expertise is in Challenger Brands, digital marketing and creating teams to support it.  In Andrea's role as Director of Marketing for PBMares LLP, she takes a lead in the firm's growth strategy through the promotion of the brand and development of lead generating marketing initiatives for all business units, service lines and industry niches. Sardone also helps develop and implement best practices in marketing, business development support and segment development. Prior to PBMares, Sardone was the Executive Director of Brand and Marketing for the Colonial Williamsburg Foundation. Prior to the Foundation, she was Chief Marketing Officer of the Raymond A. Mason School of Business for William & Mary after being the School's Director of Marketing Communications. Additional experience includes serving as Marketing Director of Publications at the University of Pittsburgh for the Katz Graduate School of Business, as well as program manager and technical writer for other companies in Pennsylvania. Sardone earned her bachelor's in English and her master's in Information Science from the University of Kentucky. About Your Host: Mike Jones Managing Partner, Resound Remarkable brands require authenticity and a die-hard commitment to values & purpose. Mike passionately preaches these beliefs as author of the book, You Are Remarkable: How To Unlock Your Authentic Brand To Win Loyal Customers as well as two podcasts he hosts and produces: Resoundcast and the Remarkabrand Podcast. He works directly with clients to unlock their remarkable brands through his award-winning brand consultancy, Resound - established in 2009. (He also founded his own apparel brand devoted to American political history, called Taftly. But that's a whole other story. He has supported the Arizona entrepreneurial community through his co-directorship of Phoenix Startup Week, co-founding the startup-supporting non-profit Thrive PHX, and serving on the boards of Conscious Capitalism Arizona and The Center for Habilitation. In recognition of the work he's done, this Arizona native has been named one of the state's top business leaders under the age of 40 by the Phoenix Business Journal as well as a 35-Under-35 entrepreneurial award from the Arizona Republic. He lives in the very sunny vale of Mesa, AZ with his wife and three kids. If you want to connect, LinkedIn's usually where you'll find him – @remarkamike.

    The Intersection of Marketing and HR for Accounting Firms

    Play Episode Listen Later Sep 7, 2022 42:28


    AAMplify! Season 1, Episode 6: The Intersection of Marketing and HR for Accounting Firms - New Ways to Retain and Scale Accounting Firm Talent. Hosted by Mike Jones, CEO Resound and features Rachel Anevski, CEO & Founder, Matters Management. 

    2022 AAM Compensation Survey & Report

    Play Episode Listen Later Aug 11, 2022 17:33


    In this episode of AAMplify!, interviewer Mike Jones, Managing Partner, Resound discuss the 2022 AAM Compensation Survey & Report with Dawn Wagenaar, Principal & Christine Nelson, Lead Communications Consultant, Ingenuity Marketing Group.

    Internal Collaboration - AAMplify Podcast - Season 5 Episode 5

    Play Episode Listen Later Dec 13, 2021 24:50


    In this episode of AAMplify! we discuss the Hinge Marketing Survey for the Association for Accounting Marketing. AAMplify! Host: Host: Chuck Summers, Director of Practice Growth, MCM CPAs & Advisors AAMplify! Guests: Donna Erbs, Chief Marketing Officer, Anders CPAs + Advisors

    Hinge Marketing Survey

    Play Episode Listen Later Oct 11, 2021 30:40


    In this episode of AAMplify, interviewer Chuck Summers, Director of Practice Growth, MCM CPAs & Advisors discusses the AAM Marketing Budget Benchmark Study with guests Lee Frederiksen, Ph.D., Managing Partner, Hinge, Becca Johns, Director of Practice Growth with Rea & Associates, and Korby Boswell, Senior Marketing & Growth Specialist, Adams Brown.

    How To Promote Career Growth For All Rising Stars

    Play Episode Listen Later Jun 14, 2021 27:02


    How To Promote Career Growth For All Rising Stars Guests: Cheryl Foster, Director of Practice Growth, Brown Smith Wallace AND Siri Svay, Practice Growth Specialist, PKF Texas Host: Host: Chuck Summers, Director of Practice Growth, MCM CPAs & Advisors

    How to Uncover Your ‘And’

    Play Episode Listen Later May 14, 2021 26:17


    AAMplify's host, Chuck Summers, Director of Practice Growth, MCM CPAs & Advisors interview's guest John Garrett, Author and Thought Provoker.

    How To Turn Marketing Activities Into Leads

    Play Episode Listen Later Mar 30, 2021 28:33


    AAMplify's host, Chuck Summers, Director of Practice Growth, MCM CPAs & Advisors interview's guests Ed Warren, Business Development Director, Dinamis and Gary Braun, Partner, Pivotal Advisors.

    Accounting Firm's Stance on GDPR

    Play Episode Listen Later Jan 6, 2020 9:50


    On this episode of the Association for Accounting Marketing's podcast, Beth Nelson, marketing communications coordinator at Barnes Dennig and Robert Ramsay, director/owner at Barnes Dennig talk about general data protection regulation (GDPR) and the California Consumer Privacy Act (CCPA) and what accounting firms are doing to comply.

    Evolving Roles as Marketers

    Play Episode Listen Later Dec 9, 2019 22:41


    Samantha Nystrom, content & digital marketing manager, and Eric Majchrzak, shareholder and chief strategy officer at Beach Flesichman talk about the evolving roles those of us in the accounting marketing profession are facing. CPA marketing and, in general, marketing accounting services continues to change, which makes marketing management more complicated. Listen up as Eric shares some great marketing tips and insight partially based on his tenured career in the accounting industry to get you fired up about your marketing 2020 initiative!

    SEO – Next Level Techniques and Tactics

    Play Episode Listen Later Nov 4, 2019 23:35


    Samantha Dittloff, Marketing Director at Chortek and Stephen Stanczak, Principal at Ondyr Marketing discuss SEO and next level techniques and tactics to apply to your firm's efforts.

    2019 Accounting Marketing Budget Study

    Play Episode Listen Later Sep 9, 2019 14:46


    Lauren Clemmer, executive director of the Association for Accounting Marketing (AAM), and Lee Frederiksen, Ph.D, managing partner at Hinge Research Institute, discuss the findings of the 2019 Marketing Budget Benchmark Study. The bi-annual survey is designed to provide accounting marketing professionals, firm leaders and business developers with the insight needed to determine whether your CPA firm's existing marketing strategy is effective - particularly when compared to the marketing efforts of firms that are similar to yours in size or location. During this episode of AAMplify!, you will learn: * How high-growth accounting firms are spending their marketing dollars. * What low-growth accounting firms are spending their marketing budget on. * How your CPA firm's marketing budget spend might just be a direct reflection of your firm's growth rate. To learn more about the 2019 Marketing Budget Study, download the executive summary here -- https://netforum.avectra.com/eweb/shopping/shopping.aspx?site=aam&webcode=shopping&shopsearchcat=merchandise&productcat=resources&prd_key=03364e8b-3303-47b2-b281-990aa1901b62 To download the full report, visit this web page -- https://netforum.avectra.com/eweb/shopping/shopping.aspx?site=aam&webcode=shopping&shopsearchcat=merchandise&productcat=resources&prd_key=916dc85d-f404-4621-8444-88208fe1e275 To learn more about the Association for Accounting Marketing, visit our website at https://www.accountingmarketing.org. You can also get free insight that will help you market your accounting firm, when you visit the association's blog here -- https://www.cpagrowthtrends.com.

    Culture Shock – Non-Accounting Firm Acquisitions

    Play Episode Listen Later Aug 12, 2019 25:41


    In this episode of AAMplify, interviewer Chuck Summers, Practice Growth Executive at MCM CPAs & Advisors interviews Matt Saltzman, Director Strategic Advisory Services at Strothman and Company. Chuck and Matt talk about mergers and acquisitions in the accounting accounting industry and ways to ease culture shock from non-accounting firms. This really is a great episode for both accounting firm marketers and accounting firm business developers that are going through or may be going through an acquisition of a non-accounting firm into their firm.

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