AAM High! Webinar: Leading with Next-Gen KPIs: Telling a Data Story that Matters to Firm Leadership

Having actionable data is essential to successfully marketing your firm and driving growth, but we have too much data, limited skillsets, and not enough or not the right systems to produce the data that partners can grasp easily. Interpreting marketing KPIs for firm leaders is critical for providing valuable evidence to inform decision making, but it also elevates and empowers marketing teams to become influential in co-creating a culture of growth.

So how can your marketing department – regardless of the size of your department or firm – use existing tools and resources to deliver insights that translate to business strategy? Do you have the right KPIs demonstrating the results that matter?

In this discussion, our panelists will explore:

• Which performance metrics firm leaders use to gauge segment and service performance, and why it’s important for marketing to be in that loop (actionable data is a two-way street)
• How to align marketing KPIs with business growth goals as a unified, holistic approach to strategy – what is profitable and what works
• Why it’s important to have a defined vocabulary (you need to speak the same language), consistent communication, and team commitment
• How do you get started with what you have, what are some tools you and your firm leaders should be looking at, and steps you can take now to take your data analytics to the next level

About Gabe

Gabe Tevrizian is the Director of Marketing for REDW LLC. He is a growth-minded marketing and business development executive with more than two decades of B2B and professional services experience. He drives business results through effective brand management, demand generation and client experience programs while maximizing the firm’s go-to-market growth strategies.

Through efficient communication and cross-functional collaboration, he leads a dynamic team accountable for creating value for the client and growth opportunities for the firm.

Before entering the accounting and advisory industry in 2010, he held Director of Marketing and Business Development positions at two Seattle-based corporate law firms.

About David

David M. Toth serves as Chief Growth Officer and Principal for Winding River Consulting. With a focus solely on the accounting profession, David guides Top 400 firms in designing and implementing highly effective strategic-growth frameworks that encompass M&A, digital, and internal organic growth. David facilitates Winding River Consulting’s (WRC) marquee program, Managing Partner Bootcamp, helping firms address the increasingly critical communication gap and gain alignment between leadership, marketing, and business development. David created WRC’s Digital Deep Dive Summit, an event dedicated to the advancement of digital strategy through a peer-to-peer driven,1.5 day program.

David has leveraged his digital expertise to help several top firms develop digital growth strategies that achieve, and even outperform, desired outcomes. His time-tested formulas yield measurable results by crafting custom solutions that enable clients to amplify their voices, their messages, and their bottom lines.

He has served as an outsourced CMO for organizations in sectors from fast-growing start-ups to well established Fortune 500 companies. David prioritizes building meaningful relationships recognizing that, while each business and industry is unique, the foundation to success is always the same: know your customer.

About Steve 

Steve McDonald joined Abdo in 1991 after graduating from Minot State University with a Bachelor of Science Degree in Accounting. He currently serves as Managing Partner and during his tenure the firm has grown to a top 15 Minnesota accounting firm and a top 200 firm in the United States. Steve’s vision of continuous improvement and responsiveness to client needs has resulted leading the firm through several strategic mergers and acquisitions, new service line and industry segment development, and annual double-digit growth.