Posts By
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.

cpa business development

Using KPIs in Growth Planning

By Kristen Lewis / March 27, 2019

AAM Minute: The Seasoned Marketer  By: Kristen Lewis, EisnerAmper LLP   There’s certainly an art to making marketing and business development initiatives work. But the intersection of that art with the science of data is where the real magic happens. In this article, learn about the many key performance indicators you…

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Marketing Budgets - CPA Firm Marketing

Evaluating Your Demand and Lead Generation Budget

By Kristen Lewis / September 12, 2018

AAM Minute: Best Practices By: Kristen Lewis, Director of Marketing, EisnerAmper LLP   Marketers are implementing increasingly sophisticated demand and lead generation strategies as a way to differentiate their firms and reach new audiences. No matter the size or orientation of your firm, managing this strategy can be tricky from…

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CPA Firm Growth

A Seat at the Table: Claiming Your Role in Firm Growth

By Kristen Lewis / September 12, 2018

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…

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Engage Accounting Marketing Conference

Participation Plans: Maximizing Sponsorships and Events

By Kristen Lewis / April 11, 2018

By Kristen Lewis, Director of Marketing, EisnerAmper LLP When it comes to event planning, working on the program, curating an excellent attendee list, setting the scene at a venue people want to come to, choosing a buzzworthy giveaway, or preparing the ultimate trade show experience counts as the fun stuff.…

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CPA Firm Marketing|business development for accountants

AAM Environmental Scanning Council Shares Thoughts on Differentiation

By Kristen Lewis / February 22, 2018

AAM’s Environmental Scanning Council is continuing in their mission to share insights on future trends and important industry developments with the association. The Council’s second recorded webcast panel is now available for listening. In this episode, the Council takes on the topic of “Differentiation – How to Be Truly Different.”…

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CPA Firm Business Development

Busy Season Growth

By Kristen Lewis / February 14, 2018

By: Kristen Lewis  Can you feel it coming? Once the holiday decorations finally come down, we’re only a few weeks away from deadline-enforced marketing barriers going up. That’s right – tax season is nigh! As firms begin the annual race against the clock to get as much done as possible…

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AAM Environmental Scanning Council Shares Panel Webinar on Next Generation Clients – Next Generation Partner Succession

By Kristen Lewis / November 30, 2017

AAM’s Environmental Scanning Council is a group of leaders in a wide variety of disciplines who share their insights on future trends and important industry developments with the association. Getting that knowledge into the hands of our members and volunteers is an important element in AAM’s strategic plan. The Council…

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Engage Accounting Marketing Conference

A Word from the President – June 2017

By Kristen Lewis / July 3, 2017

It seems like just yesterday I was writing my very first Leadership Update about the future of AAM’s strategic plan. With only a few days left in my term, I’m happy to share an update fresh from the conference. The AAM Summit at ENGAGE was once again energizing, and attendees…

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CPA Firm Business Development

AAM Launches CPA Growth Trends

By Kristen Lewis / June 10, 2017

Welcome to CPA Growth Trends! This all-new AAM blog is a destination where you can find strategies, tools and knowledge focused on growing CPA firms. Adding a new platform for engagement is quite the undertaking, and AAM’s knowledge footprint grows whenever we do. We are proud to bring this blog…

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Increased Importance of Collaboration and Teamwork – A Word from the President

By Kristen Lewis / May 17, 2017

When I started working in accounting marketing, I can’t tell you how many times I heard “marketers and CPAs are so different – you just won’t understand each other.”  Or “You marketing folks are a little too creative for us partners, so be patient.” These comments were meant to help…

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Welcome to CPA Growth Trends — your source for information, insights, tools and best practices to drive growth within an accounting firm.

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Featured: Season 2 Episode 1

Strategic Planning for the Future, Observations, and Advice

with Dan Hood, Accounting Today

The Intersection of Marketing and HR for Accounting Firms Strategic Planning for the Future, Observations, and Advice -w- Dan Hood, Accounting Today