A Seat at the Table: Claiming Your Role in Firm Growth
Growth professionals have long struggled to find their rightful place among firm leadership. Now more than ever, it’s critical for the people leading the practice development charge to help drive the firm of the future. Accounting firms with an eye on growing their practice and meeting the challenges of a rapidly changing industry have been quicker to welcome new voices into the conversation.
AAM’s Environmental Scanning Council came together to discuss how marketers and business developers gain a seat and deliver on our potential as change makers.
Moderated by Kristen Lewis of EisnerAmper, the roundtable panelists included Erinn Keserica of Bennett Thrasher CPAs, Mitch Reno of Rehmann, Pauline Gonnering of Cummings Keegan & Co., PLLP, Karen Love of Karen Love + Co., Jim Michalak of Herbein + Company, and AAM Executive Director Lauren Clemmer.
Topics included cultivating relationships with colleagues, sponsors and mentors, building trust with firm leadership, developing indispensable skill sets, and the resources marketers can use to position their team for success. Click here to listen!
Environmental Scanning Council RECORDING: https://attendee.gotowebinar.com/recording/2273326442536795137
For more information about the Environmental Scanning Council, click here.
About Kristen Lewis
Kristen Lewis is the President of the Association for Accounting Marketing (AAM) and the Director of Marketing for the Philadelphia office of EisnerAmper LLP.
Kristen has been an active volunteer for AAM since 2004, serving on various committees and task forces over the years, as well as a member of the Board of Directors. As AAM’s current President, Kristen has been heavily involved over the past two years in the planning and implementation of the organization’s Vision 2020 strategic plan. In 2009, AAM honored Kristen as Volunteer of the Year at the organization's Annual Summit. She serves her local community as an employee campaign chair for the United Way of Southeastern PA. Kristen also serves on the Marketing Committee for the annual PACT Capital Conference.
Welcome to CPA Growth Trends — your source for information, insights, tools and best practices to drive growth within an accounting firm.
What a Business Development Executive Does
with Danielle Reynolds, Business Development, Manager with Whitley Penn
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.