Virtual Campfire: Strategic Expansion

Ready to take your firm to the next level? Join our roundtable to explore the exciting opportunities of strategic expansion. We’ll dive into best practices for adding new service offerings and expanding into new geographies. Learn how to identify growth opportunities, manage risks, and implement successful expansion strategies. This interactive session is perfect for marketing leaders eager to drive their firm’s growth and share insights with peers. Don’t miss out on this chance to expand your horizons.

SMEs

Suzanne Reed | CMO | LBMC

Currently, Suzanne Reed is CMO for LBMC, the #1 professional services firm in TN.  A recognized marketing strategist and Chief Marketing Officer of the year finalist, Suzanne has more than 30 years of experience in the professional and financial services industry.

Suzanne’s an accomplished B2B/B2C Marketing Executive with experience at Fortune 500 companies and a proven record of success in identifying and developing business strategy opportunities, driving growth and overall client engagement for multi-state, multi-service operations.

She provides visionary marketing leadership that motivates teams to high-levels of performance that exceed financial targets. As a business leader with a proven track record of enhancing brand equity and revenue, Suzanne champions growth by using an integrated approach to marketing and sales that produces profitable results while advocating for the client.   She has led digital transformations for national financial and professional organizations and is skilled at managing change throughout the full life cycle. She thrives in dynamic environments requiring a strong analytic, quantitative, and strategic operational focus. And is an adopter of using AI to make marketers stronger, better and faster but never to replace a client centric strategy.

She has been an adjunct professor of Marketing at Vanderbilt University and Belmont University as well as serves as an advisory board member on the University of South Florida Digital Marketing Executive Certification Program.

Tara Davis | National Marketing Director | Sorren

Tara Davis is the National Marketing Director at Sorren. With more than 16 years of marketing experience, including 11 years in the accounting industry, Tara leads firmwide marketing strategy, focusing on brand growth, innovation, and alignment with Sorren’s strategic goals. She drives both national and regional campaigns from concept to execution, ensuring consistency across all digital platforms and marketing communications. Tara is passionate about storytelling, strategic planning, and fostering a collaborative, high-performing team. She’s especially focused on developing talent, building culture, and enhancing the firm’s presence in key markets. As Sorren continues to grow, Tara plays a critical role in elevating the brand and positioning the firm as a leader in the industry.

Based in Idaho, Tara is an explorer at heart. She enjoys discovering new places to camp with her family. She once backpacked through Europe, where Switzerland remains a favorite destination. Tara and her husband, Will, have known each other since ninth grade and now share life with their two young daughters.

• Alyson Fieldman, Stambaugh Ness
• Kelsey Brewer, McGuire Sponsel