Audio Conferences
Best Practices In CPA Firm Marketing
August 20, 2003 at 02:00PM ET
Marketing has never been more necessary to CPA firmsthan in today’s weakened economy. Yet, it’s more complex,time-consuming, and certainly more expensive than ever.And, understandably, firm owners have high expectationsthat marketing investments should yield significant results.
Two recent groundbreaking surveys show that firms thatcontinue to invest in marketing during a recession seegreater growth and profitability during the down cycle andthe subsequent three years than their competitors whodecrease or eliminate marketing during the tough times.
Why not be one of the winners? Join IOMA and discoverthe secrets to an effective CPA firm marketing programthat can generate new business from your existing clientbase, attract new clients, and boost profits — all in theconvenient context of a 90-minute audio conference.
DIAL IN & LEARN:
FEATURED FACULTY:
Jean Marie Caragher, President, Capstone Marketing
Jean Marie Caragher is an award-winning, veteran accounting marketer with 17 years experience, including marketing director positions with local firms and a national firm, and as executive director of an accounting firm network. This experience gives Jean a unique perspective on the accounting marketplace. Capstone Marketing was formed in January 1998 with the goal of helping CPA firms develop marketing programs and systems to enhance their bottom lines. Jean is a past president of the Association for Accounting Marketing (AAM). She is a member of the editorial advisory board of CPA Marketing Report and the practice management editorial advisory board of Accounting Today. Jean has been recognized by Accounting Today as one of the “100 Most Influential People in Accounting.”
Thalia Zetlin, Berdon LLP
Thalia Zetlin is Chief Marketing Officer for Berdon LLP, one of the nation’s top 20 accounting and advisory firms. With Berdon for 15 years, she became a principal in 1999, placing her globally among the highest-ranking marketing experts in professional services. She currently leads a twelve-person marketing team. Prior to joining Berdon she was with Laventhol & Horwath as one of the nation’s first marketing directors in professional services.
Colleen Rudio, Director of Practice Development, Junkermier, Clark, Campanella, Stevens, P.C. (JCCS)
Colleen is responsible for directing the firm’s strategic marketing and practice development programs for seven offices across Montana. Over the past six years, JCCS has grown to over 130 employees including 26 shareholders. The Marketing Department has paralleled the firm’s growth in areas of services provided, revenues generated, size and responsibilities. Colleen recognizes one of the most important aspects of her job is to assist the management team in developing and maintaining the firm’s overall strategic vision. In addition to facilitating annual branch and shareholder retreats, Colleen is incremental in new service and program development.
Two recent groundbreaking surveys show that firms thatcontinue to invest in marketing during a recession seegreater growth and profitability during the down cycle andthe subsequent three years than their competitors whodecrease or eliminate marketing during the tough times.
Why not be one of the winners? Join IOMA and discoverthe secrets to an effective CPA firm marketing programthat can generate new business from your existing clientbase, attract new clients, and boost profits — all in theconvenient context of a 90-minute audio conference.
DIAL IN & LEARN:
- How to structure your marketing efforts for maximum impact
- What marketing mistakes to avoid
- How to leverage your existing client base for effective cross-marketing
- Which low-cost marketing strategies really work
- How to track your marketing efforts to measure ROI
- And more …
FEATURED FACULTY:
Jean Marie Caragher, President, Capstone Marketing
Jean Marie Caragher is an award-winning, veteran accounting marketer with 17 years experience, including marketing director positions with local firms and a national firm, and as executive director of an accounting firm network. This experience gives Jean a unique perspective on the accounting marketplace. Capstone Marketing was formed in January 1998 with the goal of helping CPA firms develop marketing programs and systems to enhance their bottom lines. Jean is a past president of the Association for Accounting Marketing (AAM). She is a member of the editorial advisory board of CPA Marketing Report and the practice management editorial advisory board of Accounting Today. Jean has been recognized by Accounting Today as one of the “100 Most Influential People in Accounting.”
Thalia Zetlin, Berdon LLP
Thalia Zetlin is Chief Marketing Officer for Berdon LLP, one of the nation’s top 20 accounting and advisory firms. With Berdon for 15 years, she became a principal in 1999, placing her globally among the highest-ranking marketing experts in professional services. She currently leads a twelve-person marketing team. Prior to joining Berdon she was with Laventhol & Horwath as one of the nation’s first marketing directors in professional services.
Colleen Rudio, Director of Practice Development, Junkermier, Clark, Campanella, Stevens, P.C. (JCCS)
Colleen is responsible for directing the firm’s strategic marketing and practice development programs for seven offices across Montana. Over the past six years, JCCS has grown to over 130 employees including 26 shareholders. The Marketing Department has paralleled the firm’s growth in areas of services provided, revenues generated, size and responsibilities. Colleen recognizes one of the most important aspects of her job is to assist the management team in developing and maintaining the firm’s overall strategic vision. In addition to facilitating annual branch and shareholder retreats, Colleen is incremental in new service and program development.
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