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AAM High! Webinar: The Evolving Role of the Marketer


February 28, 2023 @ 1:00 pm - 2:00 pm EST

They say the only constant is change – and that seems to be true in our profession as well. As accounting marketers, how have our roles changed and where are they headed? What skills are needed now, in the future, and how can we “future-proof” our jobs? In this webinar we’ll hear from accounting marketers who have cemented their value in their firms by evolving their roles and identifying and hiring for the skills of the future.


Anna Reyes – Marketing Manager, KRD

Photo of Anna Reyes

Anna is the marketing manager at KRD, an accounting and advisory firm with two offices located in the Chicagoland area. With the firm since 2018, Anna is responsible for developing and executing the firm’s overall growth goals and objectives. Alongside her incredible team of outsourced partners, she oversees the firm’s internal and external communications, maintains the firm’s social media and web presence, manages the firm’s CRM, and coordinates business development events.

Prior to joining KRD, she was a digital marketing strategist, with in-house and agency roles. She attended Marquette University and taught English in Thailand for a semester after graduation.

Suzanne Reed – Chief Marketing Officer, LBMC

Photo of Suzanne Reed

A recognized marketing strategist and Chief Marketing Officer of the year, Suzanne has more than 25 years of leadership experience in fortune 500 financial and professional services companies through aggressive organic and acquisitive growth.

Suzanne is a marketing leader with a proven track record of enhancing brand equity and revenue.  She champions growth by using an integrated approach to marketing and sales that produces profitable results.  She develops high performing teams that advocate for the client and creating revenue generating programs.   And in her personal time, Suzanne is an adjunct professor at Vanderbilt University and Belmont University teaching Fundamentals of Marketing.

Jaimi Koechel – Director, Enterprise Marketing, Baker Tilly

Photo of Jaimi Koechel

Jaimi Koechel has more than 20 years of accounting marketing experience. She began her career as a marketing coordinator at a firm in Madison, WI and worked her way up to a Marketing Partner at Henry+Horne in 2020. With many years of experience, Jaimi has seen the role of marketing change and evolve. In her current role as Director in Marketing at Baker Tilly she utilizes her unique visions and knowledge while putting the Firm’s success first.


Moderated by: Katie Tolin – Chief Growth Guide, CPA Growth Guides

Photo of Katie Tolin

Katie Tolin founded CPA Growth Guides after a decades-long in-house marketing career that saw her named Accounting Marketer of the Year, one of the Top 100 Most Influential People in Public Accounting and one of the Most Powerful Women in Accounting. She was also inducted into the Accounting Marketing Hall of Fame, is a former president of the Association for Accounting Marketing and is a contributing author to “Bull’s-Eye! The Ultimate How-To Marketing & Sales Guide for CPAs.” Throughout her career working with local, regional and national professional services firms, she has developed highly successful programs notable for innovation, data-driven marketing strategies and measurable success in moving firms forward. Today she works as a consultant or an outsourced chief growth officer helping firms connect the dots between strategy and action to ensure they receive a positive ROI in the areas of marketing, business development, product management/innovation and client experience. In addition, she runs mastermind groups focused on firm growth through Rally Rounds and teaches business development leadership through Power Up Professionals.



February 28, 2023
1:00 pm - 2:00 pm EST
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