Posts By
Izzy Folk

Hot Topic: The Big Pitch

By Izzy Folk / June 17, 2026

The Association for Accounting Marketing (AAM) introduced a brand-new session at this year’s Summit; “The Big Pitch”, a Shark Tank-esque opportunity for presenters from four firms to showcase their dream marketing initiative to a distinguished panel and a live audience. Emceed by Ace Callwood, our Big Pitch panelists were Jeff…

Beginner’s Guide: How One Firm Fostered Growth, Engagement and Friendly Competitive Spirits on LinkedIn

By Izzy Folk / January 27, 2026

It’s no secret that consistently posting organic content leads to more engagement on social media. Getting accountants, advisors and other employees at accounting firms to voluntarily post that content is a little trickier. At our annual meeting, Lumsden McCormick’s Marketing Department would remind the firm of the importance of visibility…

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Featured: Season 9 Episode 4

Beyond the Database: Building a CRM That Fuels Business Development

Nikki Burgeson | UHY-US

In this episode, Chris Camara speaks with Nikki Burgeson about the critical role of CRM systems in business development, particularly within professional services.