Presentations Articles

Strategic Client Communication that Creates Gold-Star Loyalty (Massachusetts Society of CPAs, 4/8/25)
Accounting Marketing Communications and Artificial Intelligence (The Offshore Accountant,3/26/25)
Marketing Strategies for Combatting AI Search Engine Disruption (Illinois Society of CPAs, 12/4/24)
Why the Digital Brand Experience is Essential (Capstone Conversations, 3/10/24)
Anybody Have a Map? Developing and Executing AAM's Marketing Plan (Association for Accounting Marketing, 12/10/20) - no link available
Seven Firms in Five Years, (AICPA ENGAGE, 6/12/19)
Accelerate Brand Awareness Through Traditional and Emerging PR Tactics (Association for Accounting Marketing, 2/13/19)
Your Firm's Strategic Advantage: Marketing (CPA.com/BILL/Association for Accounting Marketing, 10/18/18) - no link available
5 Key Principles of Successful Accounting Firm Marketing (CPA.com/BILL/Association for Accounting Marketing, 10/1/18)
Ignite Impact: Navigating Challenges and Establishing Accountability for Marketing Success (AICPA ENGAGE, 6/15/17)
Virtual Morning Coffee Chat with AAM President Lauren Clemmer (Association for Accounting Marketing, 6/14/17) - no link available
Marketing Director Interview Series (Executive Leaders Radio, 3/29/17) - no link available
Bidding on Nonprofit Organizations (Rainmaker SuperConference, 6/3/16) - no link available
Growth Through Niches (Association for Accounting Marketing, 6/8/15) - no link available
International NGO Marketing (panelist), (CPAmerica International, International Conference with Crowe Horwath, 12/3-12/4/14) - no link available
10 Ways to Personalize Your CPA Firm's Marketing Efforts (AICPA Insights, 10/7/14) - no link available
Social Media for Effective Networking - Building Capabilities (AICPA Nonprofit Conference, 6/21/13) - no link available
Are You Connected? Get LinkedIn! (Maryland Nonprofits, 6/6/13) - no link available
LinkedIn for Nonprofit Leaders (Nonprofit Roundtable for Greater Washington, 9/27/12) - no link available
Internal Comms and the Proposal Process (CPAmerica International Marketing Roundtable, 6/4/12) - no link available
Redesigning/Maintaining Your Firm's Website (CPAmerica International Marketing Roundtable, 6/4/12) - no link available
Building and Growing a Niche (CPAmerica International, Regional Partners Meetings (Hanover, MD/Dallas, TX), Spring 2012) - no link available

Presentations, Articles and Thought Leadership

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