The 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 inv...
Apr 07, 2023•23 min•Season 2Ep. 4
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 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 midma...
Apr 07, 2023•24 min•Season 2Ep. 3
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 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 Gr...
Apr 07, 2023•21 min•Season 2Ep. 2
We 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 ...
Apr 06, 2023•23 min•Season 2Ep. 1
Welcome 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...
Oct 04, 2022•42 min•Season 1Ep. 6
Welcome 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, Shareho...
Oct 04, 2022•38 min•Season 1Ep. 5
Welcome 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 C...
Oct 04, 2022•38 min•Season 1Ep. 4
Welcome 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...
Oct 04, 2022•37 min•Season 1Ep. 3
Welcome 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 s...
Oct 04, 2022•45 min•Season 1Ep. 2
Amplify - 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 t...
Oct 04, 2022•44 min•Season 1Ep. 1
In this episode of AAMplify!, interviewer Mike Jones, Managing Partner, Resound discuss the 2022 AAM Compensation Survey & Report with Dawn Wagenaar, Principal & Christine Nelson, Lead Communications Consultant, Ingenuity Marketing Group.
Aug 11, 2022•18 min•Season 6Ep. 1
In this episode of AAMplify! we discuss the Hinge Marketing Survey for the Association for Accounting Marketing. AAMplify! Host: Host: Chuck Summers, Director of Practice Growth, MCM CPAs & Advisors AAMplify! Guests: Donna Erbs, Chief Marketing Officer, Anders CPAs + Advisors
Dec 13, 2021•25 min•Season 5Ep. 5
In this episode of AAMplify, interviewer Chuck Summers, Director of Practice Growth, MCM CPAs & Advisors discusses the AAM Marketing Budget Benchmark Study with guests Lee Frederiksen, Ph.D., Managing Partner, Hinge, Becca Johns, Director of Practice Growth with Rea & Associates, and Korby Boswell, Senior Marketing & Growth Specialist, Adams Brown.
Oct 11, 2021•31 min•Season 5Ep. 4
How To Promote Career Growth For All Rising Stars Guests: Cheryl Foster, Director of Practice Growth, Brown Smith Wallace AND Siri Svay, Practice Growth Specialist, PKF Texas Host: Host: Chuck Summers, Director of Practice Growth, MCM CPAs & Advisors
Jun 14, 2021•27 min•Season 5Ep. 3
AAMplify's host, Chuck Summers, Director of Practice Growth, MCM CPAs & Advisors interview's guest John Garrett, Author and Thought Provoker.
May 14, 2021•26 min•Season 5Ep. 2
AAMplify's host, Chuck Summers, Director of Practice Growth, MCM CPAs & Advisors interview's guests Ed Warren, Business Development Director, Dinamis and Gary Braun, Partner, Pivotal Advisors.
Mar 30, 2021•29 min•Season 5Ep. 1
On this episode of the Association for Accounting Marketing's podcast, Beth Nelson, marketing communications coordinator at Barnes Dennig and Robert Ramsay, director/owner at Barnes Dennig talk about general data protection regulation (GDPR) and the California Consumer Privacy Act (CCPA) and what accounting firms are doing to comply.
Jan 07, 2020•10 min•Season 4Ep. 10
Samantha Nystrom, content & digital marketing manager, and Eric Majchrzak, shareholder and chief strategy officer at Beach Flesichman talk about the evolving roles those of us in the accounting marketing profession are facing. CPA marketing and, in general, marketing accounting services continues to change, which makes marketing management more complicated. Listen up as Eric shares some great marketing tips and insight partially based on his tenured career in the accounting industry to get y...
Dec 09, 2019•23 min•Season 4Ep. 9
Samantha Dittloff, Marketing Director at Chortek and Stephen Stanczak, Principal at Ondyr Marketing discuss SEO and next level techniques and tactics to apply to your firm's efforts.
Nov 04, 2019•24 min•Season 4Ep. 8
Lauren Clemmer, executive director of the Association for Accounting Marketing (AAM), and Lee Frederiksen, Ph.D, managing partner at Hinge Research Institute, discuss the findings of the 2019 Marketing Budget Benchmark Study. The bi-annual survey is designed to provide accounting marketing professionals, firm leaders and business developers with the insight needed to determine whether your CPA firm's existing marketing strategy is effective - particularly when compared to the marketing efforts o...
Sep 09, 2019•15 min•Season 4Ep. 7
In this episode of AAMplify, interviewer Chuck Summers, Practice Growth Executive at MCM CPAs & Advisors interviews Matt Saltzman, Director Strategic Advisory Services at Strothman and Company. Chuck and Matt talk about mergers and acquisitions in the accounting accounting industry and ways to ease culture shock from non-accounting firms. This really is a great episode for both accounting firm marketers and accounting firm business developers that are going through or may be going through an...
Aug 12, 2019•26 min•Season 4Ep. 6
In this episode of AAMplify, interviewer Katie Tolin of CPA Growth Guides interviews Nick Norton, Partner at Peterson Sullivan LLP. Katie and Nick talk about advisory services and survival in the accounting accounting industry. This really is a great episode for both accounting firm marketers and accounting firm business developers interested in how to move forward in the accounting industry with advisory services.
Jul 09, 2019•21 min•Season 4Ep. 5
In this episode of AAMplify, interviewer Scott Dine, Partner + Technical Director at Catalyst Group interviews Amanda Wilkie, PMP Consultant at Boomer Consulting. Amanda and Scott talk about Blockchain Technology and its impact on the accounting industry. Don't worry, this podcast does not get too technical - just enough to provide a foundation for the discussion.
Jun 05, 2019•21 min•Season 4Ep. 4
In this month's episode of AAMplify, interviewer Abbey Kanellakis, Practice Growth Manager at Rea & Associates, Inc. interviews Becky Livingston, Owner of Penheel Marketing. Together they talk about the growing influence of AI (Artificial Intelligence) and machine learning in the marketing industry and its impact on on the accounting industries.
Mar 25, 2019•29 min•Season 4Ep. 3
If you are in marketing and business development, you are probably familiar with KPI (Key Performance Indicators), but which KPIs should business developers measure? In this episode Patrick J. Huegel, Marketing Manager for AAFCPAs, interviews Jason Jobgen, Director and Business Developer at BKD CPAs. “If you are a 100% dedicated business developer, the most important thing you should be measuring is revenue.”
Mar 13, 2019•16 min•Season 4Ep. 2
Data is coming at us from all directions, but do we know the sources and what to do with it? In this episode Chuck Summers, Practice Growth Executive at MCM CPAs, interviews Rebecca Weiand, Practice Growth Specialist at Rea & Associates and they discuss the different sources of data that most accounting firms can pull from and ways to listen to what your data is saying. We all have the responsibility to help strengthen and grow our firms and effectively listening to your data is one of the b...
Feb 26, 2019•20 min•Season 4Ep. 1
Jessica James, Marketing Manager at Webster Rogers, LLP interviews Heath Alloway, National Growth Manager at BKD, LLP and they discuss how accounting firms can use big data save time and improve decision making and applying big data to target prospects and clients via the internet.
Nov 26, 2018•19 min•Season 3Ep. 10
Watch this episode of AAMplify! where Scott Dine, Partner and Technical Director at Catalyst Group Marketing interviews AAM Volunteer of the Year and Current Board Member, Nicole Sterling. Nicole is the Director of Marketing and Communications at RSW Accounting + Consulting in Montréal (Québec). Nicole has first hand knowledge of what it is like to be both a marketer and a business developer for her firm and she shares some of her experiences and gives some advice perfect for those who may be ta...
Oct 25, 2018•9 min•Season 3Ep. 9
In this Episode, Abbey Kanellakis, Practice Growth Manager with Rea & Associates, Inc. interviews AAM Hall of Fame legend August Aquila of AQUILA Global Advisors, LLC. Together they discuss the business development topic of pricing and where marketers fit in.
Sep 24, 2018•39 min•Season 3Ep. 8
In this Episode, Laurie Stiles, Marketing Director at HHM CPAs, interviews Nikki Burgeson, Director of Sales at Rehmann. Together they discuss the anatomy of a sales process.
Aug 20, 2018•35 min•Season 3Ep. 7
