Posts By
Melissa Hall
Melissa Wadlinger Hall is the Marketing Coordinator at Boyer & Ritter. In her role, Melissa is responsible for developing and implementing marketing strategies to enhance the firm's visibility and client engagement.
When accounting firms merge, most of the attention tends to focus on technology integration, operational efficiencies and financial results. Marketing, however, faces its own unique challenge. How do you bring together multiple brands, budgets, priorities and office cultures into a single strategy without losing the local relationships and market knowledge…
At the 2026 AAM Summit last month, Brittany Hodak taught us how slow elevators, Hot Wheels cars, and prescription dog-food deliveries can create Superfans. Hodak’s keynote centered on a powerful idea: Today’s most successful organizations are no longer just in the business of delivering services – they are in the…
1. [Micro Learning Case Study] Strategically Creating Content that Connects – This session will cover launching an effective content strategy, starting with consistency first and then growing in complexity over time. Jamie Miller from Marketing by Numbers and Cassy Clayman from Topel Forman will share their real-world experiences building a…
JUST THE FACTS Name: Eric Majchrzak • Title: CEO/Chairman • Years of Experience: 35 years total experience (23 in accounting marketing) • College Name & Degree(s): Buffalo State University; B.S. Business/Advertising • Firm Name: BeachFleischman • Firm City & State: Tucson, AZ • Firm Size: $47 million; 250 employees • …
If you’re new to accounting marketing, you’ve probably heard the term thought leadership, but what does it really mean? In simple terms, thought leadership is about positioning your firm or its professionals as trusted experts who provide valuable insights about the industry. In compliance-heavy industries like accounting, trust isn’t optional…
JUST THE FACTS Name: Brooke Dragoo Title: Digital Marketing Specialist Years of Experience: 8 College Name & Degree(s): Bachelor’s degree in Marketing from the University of Nebraska-Lincoln Firm Name: Lutz Firm City & State: Omaha, NE Firm Size: 375+ Email Address: [email protected] Professional Memberships: AAM, Boomer Consulting, PrimeGlobal Community Involvement:…
JUST THE FACTS Name: Andrew Reed Title: Digital Marketing Manager Years of Experience: 8 College Name & Degree(s): Penn State, Bachelor of Arts (B.A.), Telecommunications Firm Name: UHY Firm City & State: New York, NY Firm Size: 1,800 employees Email Address: [email protected] Professional Memberships: Association for Accounting Marketing Community Involvement:…
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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.