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Meet a Member: Travis Bradshaw
JUST THE FACTS Name: Travis Bradshaw Title: Managing Director, Advisory Operations Years of Experience: 20 College: Evangel University | Marketing & Management Firm: CBIZ Location: Kansas City, MO Firm Size:…
Read MoreWhat You Need to Know About the IRS’s New AI Guidance & Your Pricing
If you’re an accounting marketer, there’s some new IRS guidance about using AI in a federal tax practice that you need to know about. I know “IRS AI guidance” sounds…
Read MoreMeet a Member: Jeremy Shen
JUST THE FACTS Name: Jeremy Shen Title: Chief Strategy Officer Years of Experience: 14 (11 in public accounting) College: Geneva College, Bachelors | Longwood University, MBA Firm Name: YHB |…
Read MoreMeet a Member: Ryen Salo
JUST THE FACTS Name: Ryen Salo Title: Client Experience Manager Years of Experience: 12 in Client Experience (2 in accounting, 10 at ClearlyRated) College Name & Degree(s): George Fox University,…
Read MoreMeet a Member: Stacy Dreher
JUST THE FACTS Name: Stacy Dreher Title: Chief Growth Officer Years of Experience: 20 College Name & Degree(s): Bethel University, B.S. Biology Firm Name: James Moore & Co. Firm City…
Read MoreMarketing Your CAS Practice | 5 Simple, Frequently Overlooked Principles
Is your client advisory services (CAS) practice your firm’s best-kept secret? It shouldn’t be. CAS, also known as outsourced accounting or advisory in firms, is one of the most powerful tools your clients can activate –…
Read MoreHow We Identify, Attract, and Win Our Best Clients | AAM High Webinar Recap
If you have ever felt like your marketing and business development teams are operating from completely different playbooks, this AAM Virtual Education session offered a practical look at how to…
Read MoreMeet a Member: Karen Waga
JUST THE FACTS Name: Karen Waga Title: CMO Years of Experience: 16 years College Name & Degree(s): Susquehanna University – Major in Communications, emphasis in Public relations with a minor…
Read MoreMeet a Member: Tom Harper
JUST THE FACTS: Name: Thomas “Tom” Harper Title: Chief Growth Officer About His Role at Blue: Tom leads business development (BD), marketing and brand at Blue & Co. and contributes to mergers…
Read MoreMeet a Member: Joe Kovacs
JUST THE FACTS • Name: Joe Kovacs, APR • Title: Managing Director • Years of Experience: 25 • College Name & Degree(s): Fordham University (MA English), State University of New…
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