Sinopsis
A podcast for the Association for Accounting Marketing.AAM's AAMplify! podcast series is full of short, single topic discussions to help give you the information you need in a format that you can easily digest. AAMplify! will be updated monthly with topics ranging from Strategy and Management to Digital Marketing to Business Development.
Episodios
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Compensating a Business Developer – Amplify S4E2
17/11/2023 Duración: 32minHow do you compensate a business development professional, striking the right balance between base salary and commission? Understanding your goals is the first step. In this season of Amplify we’re diving deep into the role of business developers. And, in this episode, we’re turning to Ty Hendrickson, the leader of sales training and business development coaching at Inovautus Consulting, to talk about how you compensate these professionals. Compensating a business development executive is quite nuanced and it’s not a one-size-fits-all model. Listen in for insights about what your model might look like as you create a win-win scenario for sustainable growth. For more more Amplify episodes and find out about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify/
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What a Business Development Executive Does - Amplify S4E1
17/11/2023 Duración: 49minA business developer’s day involves a myriad of activities from external meetings with business owners and referral partners to scoping calls for initial client connections. In this season of Amplify, we’re exploring the role of business development executives in accounting firms. To kick things off, Danielle Reynolds, business development manager at Whitley Penn, shares her personal story from health promotion to becoming a key figure in business development. Be sure to listen in to hear how this business development chameleon is evolving with the needs of her firm. For more more Amplify episodes and find out about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify/
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The Power of Showing People They Matter in Accounting Firms with Heather Esposito, Director Learning, Development and Colleague Engagement at BPM - Amplify S3E6
27/10/2023 Duración: 35minIn the latest season of the Amplify podcast - powered by AAM, we’re diving deep into the various industry trends in accounting firm growth. In this episode, host Mike Jones, Managing Partner of Resound - a brand consultancy - talks with Heather Esposito, Director Learning, Development and Colleague Engagement at BPM. Their discussion centers on the power of showing people they matter in accounting firms. Listen in. This is a must-not-miss episode! About Our Guest Heather Esposito Director Learning, Development and Colleague Engagement, BPM Heather Esposito is a Director of Learning, Development, and Colleague Engagement at BPM, working remotely. She has twenty-five years of experience in the industry and leads the Learning and Development program for BPM. Heather has worked as a coach with a variety of leaders, seeking to provide transformative change and accelerating their leadership effectiveness. Her approach centers around deep self-exploration to gain insights and self-awareness for leaders, moving the
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The State of the Industry - Micro Interviews from AAM Summit 2023 - Amplify S3E5
27/10/2023 Duración: 27minIn this 3rd season of the Amplify podcast - powered by AAM, we’re diving deep into accounting industry trends and how firms can maximize their growth as they plan for the future. In this episode, host Mike Jones, Managing Partner of Resound - a brand consultancy - talks with 15 MORE attendees of AAM Summit 2023 about their take on the state of the accounting industry. Each micro-interview dives into an aspect of the accounting industry - from digital marketing to upcoming trends to key challenges facing accounting firms. You don’t want to miss this special episode. About the Guests: Becca McGovern, Marketing Manager at Johnson Lambert, LLP Laura Metz, Senior Growth Manager at HCVT Margo Andersen, Marketing Director at Larson & Company PC Danny Estrada, Vice President of Consulting at Rare Karma Judy Bodenhamer, Founder & Managing Director at Client Experience Group Lily Morris, Internal Communications Specialist at Johnson Lambert, LLP Travis Bradshaw, Director, Software & Services
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The State of the Industry - Micro Interviews from AAM Summit 2023 - Amplify S3E4
27/10/2023 Duración: 25minIn this 3rd season of the Amplify podcast - powered by AAM, we’re diving deep into accounting industry trends and how firms can maximize their growth as they plan for the future. In this episode, host Mike Jones, Managing Partner of Resound - a brand consultancy - talks with 13 attendees of AAM Summit 2023 about their take on the state of the accounting industry. Each micro-interview dives into an aspect of the accounting industry - from digital marketing to upcoming trends to key challenges facing accounting firms. You don’t want to miss this special episode. About the Guests: Emily Ackerman, Director of Business Development at Lane Gorman Trubitt, LLC Kami Minor, Director of Marketing & Communications at Anglin Reichmann Armstrong, PC Ashton Adair, Marketing Manager at Whitley Penn Tyler Cuda, Digital Marketing Manager, Sassetti Jeshanah Fox, Marketing Director at Brown Schultz Sheridan & Fritz Anna Clyburn, Digital Marketing Specialist at Brown Edwards Jack Kolmansberger, CGO at Herb
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The Impact of Marketing on Firm Operations with Kathleen O’Toole, Partner & CMO of PKF O’Connor Davies - Amplify S3E3
26/10/2023 Duración: 24minWelcome to the 3rd season of the Amplify podcast - powered by AAM! This season is all about accounting industry trends and how firms can maximize their growth as they plan for the future. In this episode, host Angie Grissom, Owner and Chief Relationship Officer of The Rainmaker Companies talks with Kathleen O’Toole, Partner and CMO of PKF O’Connor Davies about the impact of marketing on accounting firm operations. Kathleen is a multifaceted marketing and communications professional with extensive experience in driving market share and revenue increases at leading financial and professional services companies. You don’t want to miss this insightful conversation and learn from an accomplished accounting firm leader. About Our Guest: Kathleen O’Toole is Partner and CMO of PKF O’Connor Davies. She is a multifaceted marketing and communications professional with extensive experience in driving market share and revenue increases at leading financial and professional services companies. Her proven ability to initia
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Strategic Planning with a Focus on Advisory with Josh Beck, Managing Partner of MarksNelson - Amplify S3E2
26/10/2023 Duración: 22minWe are thrilled to announce the 3rd season of the Amplify podcast - powered by AAM! This season is all about accounting industry trends and how firms can maximize their growth as they plan for the future. With this episode, host Angie Grissom, Owner and Chief Relationship Officer of The Rainmaker Companies talks with Josh Beck, Managing Partner of MarksNelson about the importance of strategic planning with advisory services as a focus for the growth-minded accounting firm. Josh Beck has led MarksNelson since 2020 and has applied his expertise in leading clients’ own growth to guide MarksNelson. Prior to taking over the Managing Partner role he served as a Partner in MarksNelson’s advisory services area. You don’t want to miss this fantastic discussion and learn from a true industry leader. About Our Guest: Prior to assuming the role of Managing Partner in 2020, Josh Beck served as a Partner in MarksNelson’s advisory services area, member of the firm’s Executive Committee, and leader of the Real Estate indust
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Making Employee Experience a Strategic Priority with Cheryl Foster - Amplify S3E1
26/10/2023 Duración: 17minWe are thrilled to announce the 3rd season of the Amplify podcast - powered by AAM! This season is all about accounting industry trends and how firms can maximize their growth as they plan for the future. In this episode, host Angie Grissom, Owner and Chief Relationship Officer of The Rainmaker Companies sits down with Cheryl Foster, Chief Growth Officer for HCVT, to discuss why employee experience must be a strategic priority for accounting firms and how to get there. Cheryl’s a key advisor to the partnership and other key team members at HCVT and she and her team are an integral part of helping the firm realize its vision and achieve its strategic goals. This is a fascinating inside look from an industry leader in employee experience. Don’t miss this episode! About Our Guest: Cheryl is the Chief Growth Officer for HCVT where she leads the development and implementation of the firm’s Growth strategy. A key advisor to the partnership and other key team members, Cheryl and her team are an integral part of he
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Mergers, Acquisitions and Private Equity in Strategic Planning for Accounting Firms with Allan Koltin - Amplify S2E6
07/04/2023 Duración: 18minWe are excited to launch the 2nd season of our newly rebranded Amplify podcast - powered by AAM! In this episode, host Angie Grissom, Owner and Chief Relationship Officer of The Rainmaker Companies sits down with Allan Koltin, CEO of Koltin Consulting, to discuss how mergers, acquisitions and private equity should be considered in the strategic planning of accounting firms. Allan's expertise and extensive experience are well known across the accounting industry. He helps firms with numerous services ranging from strategic planning to mergers and acquisitions. He has even been referred to as the Master Jedi in CPA firm consulting. Tune in as Angie and Allan dive into the changes in the industry and what we should be considered as accounting firms plan for the future. About Our Guest Highly sought for his ability to engage and inspire audiences, Allan Koltin enjoys delivering keynote addresses at conferences throughout the professional services industry. His passion is facilitating retreats and providing coachi
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Making DEI a Strategic Priority for Accounting Firms with Kimberly Ellison-Taylor - Amplify S2E5
07/04/2023 Duración: 25minWe are excited to launch the 2nd season of our newly rebranded Amplify podcast - powered by AAM! In this episode, host Angie Grissom, Owner and Chief Relationship Officer of The Rainmaker Companies sits down with Kimberly Ellison-Taylor, CEO of KET Consulting to discuss the importance of making DEI a strategic priority for accounting firms. Tune in as Angie and Kimberly dive into DEI and it's importance in accounting firms' strategic planning. About Our Guest Kimberly Ellison-Taylor is a Global Technology and Finance leader with over 30 years of career achievements. She is the Chief Executive Officer of KET Solutions, LLC, a consulting firm focused on business growth, innovation, strategy, transformation and inclusive leadership. Ellison-Taylor is a sought after keynote speaker and has received many awards and recognitions for her expertise and leadership including Accounting Today's Top 100 Most Influential People in Accounting and CPA Practice Advisor's 25 Most Powerful Women in Accounting. For almost 17 ye
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The Future of Strategic Planning: The Importance of Buy-In with Gary Thomson - Amplify S2E4
07/04/2023 Duración: 22minThe Future of Strategic Planning: The Importance of Buy-In with Gary Thomson, Thomson Consulting We are excited to launch the 2nd season of our newly rebranded Amplify podcast - powered by AAM! In this episode, host Angie Grissom, Owner and Chief Relationship Officer of The Rainmaker Companies sits down with Gary Thomson, Managing Partner of Thomson Consulting, on the Importance of buy-in for strategic planning. Gary brings unique experience and a unique perspective on the topic due to his involvement in firm leadership and current consulting practice. Tune in as Angie and Gary dive into the importance of buy-in for the strategic planning process in accounting firms. About Our Guest Gary Thomson, Managing Partner, Thomson Consulting Through mergers Gary became part of Dixon Hughes Goodman (“DHG”), a Top 20 CPA and Consulting Firm. Gary served as a member of the Senior Leadership and Management Team, as a Regional Managing Partner of the Mid-Atlantic Region and as a member of the Firm’s Executive Committee
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Growth in Strategic Planning with Gale Crosley - Amplify S2E3
07/04/2023 Duración: 23minWe are excited to launch the 2nd season of our newly rebranded Amplify podcast - powered by AAM! In this episode, host Angie Grissom, Owner and Chief Relationship Officer of The Rainmaker Companies sits down with Gale Crosley, Owner and President of Crosley & Company to talk about how accounting firms can navigate the increased complexities to growth through strategic planning. About Our Guest: Gale Crosley is an award-winning strategic growth consultant who has worked with around 500 midmarket and large firms CPA and Chartered Accounting firms worldwide. For 16 years, Inside Public Accounting has named Gale one of the top Most Recommended Consultants in the Best of the Best Annual Survey. She has worked with many firms on their strategic growth planning. About Your Host Angie Grissom is Owner and Chief Relationship Officer of The Rainmaker Companies. Angie leads the firm in building major strategic alliances and national networks to advance professional services. Her role involves high-level strategy, th
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Elevating the Client Experience in Strategic Planning with Katie Tolin - Amplify S2E2
07/04/2023 Duración: 21minWe are excited to launch the 2nd season of our newly rebranded Amplify podcast - powered by AAM! In this episode, host Angie Grissom, Owner and Chief Relationship Officer of The Rainmaker Companies sits down with Katie Tolin, President of CPA Growth Guides to discuss the importance of making client experience a key focus in strategic planning. Tune in as Angie and Katie dive into the role of Client Experience in Strategic planning for accounting firms. About Our Guest 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
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Strategic Planning for the Future, Observations, and Advice with Dan Hood of Accounting Today - Amplify S2E1
06/04/2023 Duración: 22minWe are excited to launch the 2nd season of our newly rebranded Amplify podcast - powered by AAM! In this first episode, host Angie Grissom, Owner and Chief Relationship Officer of The Rainmaker Companies sits down with Dan Hood, Editor in Chief of Accounting Today to discuss how the future of strategic planning in the accounting and consulting space is changing. Dan discusses his observations and offers advice to firm leaders. Dan has over twenty years of experience in the industry and has his finger on the pulse of the profession. Tune in as Angie and Dan dive into the changes in the industry and what we should be considered as accounting firms plan for the future. About Our Guest Daniel Hood is editor-in-chief of Accounting Today. He has been with the publication for over two decades, previously serving as managing editor. He has also served as a business editor for the New York Daily News Express, and as a production editor for The Wall Street Journal Europe. About Your Host: Angie Grissom is Owner and Ch
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New Ways to Retain and Scale Accounting Firm Talent with Rachel Anevski - Amplify S1E6
04/10/2022 Duración: 42minWelcome to episode 6 of this season of Amplify the podcast for accounting firm growth! On this episode host Mike Jones, CEO and Managing Partner of Resound, sits down with Rachel Anevski, CEO & Founder of Matters of Management. Rachel is a 20 year veteran working with Public Accounting Firms and their clients to create a better workforce for succession planning. Listen in as Mike and Rachel discuss dive into the topic of recruitment for accounting firms and scaling for firms. About Our Guest Rachel Anevski CEO & Founder, Matters of Management Rachel is a 20 year veteran working with Public Accounting Firms and their clients, creating a better workforce for succession planning. M2 CEO for 10 years as a strategist with a people purpose. Certified in Human Resources, acting often as CHRO/COO for hire on a fractional basis. Previously held roles at Director of Marketing and Business Development as well as Director of Human Capital at two well-known east coast accounting firms. In the past 10 years have
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The Shifting Landscape of Compensation for Accounting Firms with Jon Hubbard of Boomer Consulting - Amplify S1E5
04/10/2022 Duración: 38minWelcome to episode 5 of this season of Amplify - the podcast for accounting firm growth. On this episode host Mike Jones, CEO and Managing Partner of Resound, sits down with Jon Hubbard, shareholder at Boomer Consulting. Jon is an accomplished consultant and speaker and last year was recognized as a top 20 under 40 Influencer by CPA Practice Advisor. Listen in as Mike and Jon discuss compensation in accounting firms. About Our Guest Jon Hubbard Shareholder, Boomer Consulting Jon Hubbard, Shareholder and Consultant at Boomer Consulting helps accounting firm leaders find success in the areas of leadership, talent and growth. Jon is a facilitator for the Boomer P3 Leadership Academy, Boomer Talent Circle, Boomer Marketing and Business Development Circle, and the Boomer Operations Circle. He also guides firms to grow and be more effective in the areas of client service, marketing and business development. Jon speaks at various industry conferences, user conferences, state societies and associations. He is a
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Recruitment for Accounting Firms - 20+ Years of Stories with Jeff Phillips of Accountingfly and Padgett Business Services - Amplify S1E4
04/10/2022 Duración: 38minWelcome to episode 4 of this season of Amplify - the podcast for accounting firm growth! In this episode host Mike Jones, CEO and Managing Partner of Resound, sits down with Jeff Phillips, founder of Accountingfly, the recruitment platform that "is practically singlehandedly awakening the profession to the enormous potential of hiring staff remotely. Tune into this conversation as Mike and Jeff discuss recruitment for accounting firms. About Our Guest Jeff Phillips Founder of Accountingfly and CEO of Padgett Business Services Jeff is the CEO of Padgett, one of the largest tax and accounting firms in North America. Jeff founded Accountingfly in 2012, the recruitment platform that "is practically singlehandedly awakening the profession to the enormous potential of hiring staff remotely," according to Accounting Today. Jeff has been named to the Top 100 Most Influential People list 5 times for his contributions to helping solve the hiring challenges of CPA firms. His team has been making remote hires since 20
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Creating a Remarkable Employee Experience with Kassi Rushing of Blue Hen Agency - Amplify S1E3
04/10/2022 Duración: 37minWelcome to episode 3 of this season of Amplify - the podcast for accounting firm growth! On this episode host Mike Jones, CEO and Managing Partner of Resound, sits down with Kassi Rushing, Vice President, Organizational Strategy & Employee Experience at Blue Hen Agency. Kassi has over the last 20 years, Kassi has been connecting people, processes and resources necessary to create an unrivaled employee experience and make accounting firm cultures their competitive advantage. Listen in as Mike and Kassi discuss the employee experience. About Our Guest Kassi Rushing Vice President, Organizational Strategy & Employee Experience, Blue Hen Agency Kassi Rushing builds places people want to work. She specializes in connecting the people, processes and resources necessary to create an unrivaled employee experience and make your culture your competitive advantage. Since 2002, Kassi has been bridging the strategies between business and people. Her experience and expertise is in workplace culture and transfor
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Employee Retention Data and Best Practices for Accounting Firms with Mark Horstman of Manager Tools - Amplify S01E02
04/10/2022 Duración: 44minWelcome to episode 2 of this season of the Amplify - the podcast for accounting firm growth! On this episode host Mike Jones, CEO and Managing Partner of Resound, sits down with Mark Horstman, co-founder of Manager Tools, a management consulting and training company to discuss the topic of employee retention. Mark is also the host of the Manager Tools Podcast. The #1 business podcast in the world with over 3 million downloads each month. Tune in as Mike and Mark discuss this critical topic for so many accounting firms: employee retention. About Our Guest Mark Horstman Co-founder, Manager Tools Mark Horstman is Co-Founder of Manager Tools, a management consulting and training firm. He is also writer and co-host of the Executive Tools podcast, after having written and hosted the Manager Tools Podcast for 17 years. Manager Tools is the #1 business podcast in the world, with over 3 million downloads a month. He has personally trained over 50,000 managers in his career. Mark is also the author of The Effecti
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Compensation Changes in Accounting Firms - Intersection of HR & Marketing with Andrea Sardone, PBMares - Amplify S01E01
04/10/2022 Duración: 44minAmplify - Season 1, Episode 1. Join host Mike Jones with Andrea Sardone from PBMares as they discuss the changes in compensation within the intersection of marketing and accounting in accounting firms. About Our Guest Andrea Sardone Director of Marketing, PBMares LLP Andrea has over 30 years in various aspects of marketing and communications. Her expertise is in Challenger Brands, digital marketing and creating teams to support it. In Andrea’s role as Director of Marketing for PBMares LLP, she takes a lead in the firm’s growth strategy through the promotion of the brand and development of lead generating marketing initiatives for all business units, service lines and industry niches. Sardone also helps develop and implement best practices in marketing, business development support and segment development. Prior to PBMares, Sardone was the Executive Director of Brand and Marketing for the Colonial Williamsburg Foundation. Prior to the Foundation, she was Chief Marketing Officer of the Raymond A. Mason S