Capstone Conversation With Lily Morris Good morning, everyone. This is Jean Caragher, president of Capstone Marketing. I am excited to be talking today with Lily Morris, Communications Specialist at Johnson Lambert, who is the Association for Accounting Marketing 2023 Rookie of the Year.

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Capstone Conversation With Joe Kovacs Hello everyone, this is Jean Caragher, president of Capstone Marketing. I am happy to be talking today with Joe Kovacs, director of marketing and business development at Councilor, Buchanan & Mitchell, also known as CBM, who was named the 2023 Association for Accounting Marketing Volunteer of the Year.

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Capstone Conversation With Carrie Steffen I am happy today to be talking to my friend and colleague, Carrie Steffen, who was recently inducted into the Association for Accounting Marketing Hall of Fame, thus becoming a Bruce W. Marcus Lifetime Fellowship Member of the organization.

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Capstone Conversation With Lucas LaChance Hello, this is Jean Caragher, president of Capstone Marketing. I am happy to be talking today with Lucas LaChance, CPA, CIA, Director of Practice Growth at Lane Gorman Trubitt, LLC, or LGT, who was recently named the Association for Accounting Marketing 2023 Marketer of the Year.

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Capstone Conversation With Allison Schlegelmilch Hello, everyone. This is Jean Caragher, president of Capstone Marketing. I am thrilled to be talking today with Allison Schlegelmilch, director of marketing at RKL LLP, who was named the Association for Accounting Marketing 2022 Marketer of the Year.

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Join the Evolution! Hello, and welcome everybody. I’m Jean Caragher, president of Capstone Marketing. I can’t tell you how excited I am about this program today, Join the Evolution!

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Capstone Conversation With Korby Boswell 2022 Hello, this is Jean Caragher, president of Capstone Marketing. I am so happy  to be talking today with Korby Boswell, the Senior Marketing and Growth Specialist at Adams Brown, who was recently named the Association for Accounting Marketing Volunteer of the Year.

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Capstone Conversation With Bethany Silvis Hello, this is Jean Caragher, president of Capstone Marketing. It is with extreme pleasure that I am speaking today with Bethany Silvis, marketing supervisor for Kerkering, Barberio & Co., who was recently named the  Association for Accounting Marketing Rookie of the Year.

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Capstone Conversation With Brenda Sleeper Hello, everyone, this is Jean Caragher, president of Capstone Marketing. I am thrilled today to be talking to my friend and colleague, Brenda Sleeper, who was recently inducted into the Association for Accounting Marketing Hall of Fame, thus becoming a Bruce W. Marcus Lifetime Fellowship Member of the organization. Brenda is … Continue reading →

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Capstone Conversation With Hitendra Patil Hello, this is Jean Caragher, president of Capstone Marketing. I am excited to be talking today with Hitendra Patil, who is the Head of Customer Success at AccountantsWorld by IRIS and the author of Client Accounting Services: The Definitive Success Guide, which was published by CPA Trendlines.

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Capstone Conversation With Sarah Cirelli Hello, this is Jean Caragher, president of Capstone Marketing. I am excited today to be talking with Sarah Cirelli, Chief Marketing Officer for Grassi Advisors & Accountants, who was recently named the Association for Accounting Marketing 2021 Marketer of the Year.

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Capstone Conversation With Katie Lyles Hello, this is Jean Caragher, president of Capstone Marketing. I am happy to be talking today with Katie Lyles, events and marketing coordinator with Lane Gorman Trubitt in Dallas, Texas, who was recently named the Association for Accounting Marketing 2021 Rookie of the Year.

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Capstone Conversation With Kristen Lewis Hello, this is Jean Caragher, president of Capstone Marketing. I am thrilled to be talking today with Kristen Lewis, director of marketing with EisnerAmper and the most recent inductee into the Association for Accounting Marketing Hall of Fame.

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Capstone Conversation With Jean Geselius Hello, this is Jean Caragher, president of Capstone Marketing. I am so excited today to have a Capstone Conversation with Jean Geselius, director of marketing with Conway, Deuth & Schmiesing. Jean was recently named Volunteer of the Year by the Association for Accounting Marketing. Jean, I think you joined AAM … Continue reading →

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Capstone Conversation with Lauren Clemmer Hi everybody, this is Jean Caragher, President of Capstone Marketing. Each year the AAM Board of Directors selects an inductee into the AAM Hall of Fame. This person has shown a dedication to and promotion of the accounting profession, has been long-tenured in the profession, and a member of the … Continue reading →

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Capstone Conversation with Mitch Reno Hello everybody, this is Jean Caragher, President of Capstone Marketing. Each year the Association for Accounting Marketing Board of Directors selects a Hall of Fame recipient based on dedication to, and promotion of, the discipline of accounting marketing and the accounting profession as a whole.

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Capstone Conversation with Siri Svay This is Jean Caragher, president of Capstone Marketing. I am excited today to be talking with Siri Svay, the practice growth specialist for PKF Texas and recently named the Association for Accounting Marketing Rookie of the Year.

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Capstone Conversation with Scott Moore Hello, this is Jean Caragher, President of Capstone Marketing. It is my pleasure to be talking today with my friend, Scott Moore, Executive Vice President of the Rainmaker Companies and the most recent inductee into the Association for Accounting Marketing Hall of Fame.

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Capstone Conversation with Korby Boswell Hello, this is Jean Caragher, President of Capstone Marketing. It is my pleasure to be talking today with Korby Boswell, Marketing & Growth Specialist at Adams, Brown, Beran & Ball, which we will refer to as ABBB, who was named the 2019 Rookie of the Year at the recent AAM … Continue reading →

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Capstone Conversation with Rebecca Weiand Practice Growth Specialist Rea & Associates Hello, this is Jean Caragher, President of Capstone Marketing. I am happy to be talking today with Rebecca Weiand, Practice Growth Specialist at Rea & Associates, and the 2018 Association for Accounting Marketing Volunteer of the Year. A member of AAM since 2013, Rebecca has … Continue reading →

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Capstone Conversation with Nicole Sterling Director of Marketing and Communications RSW Accounting and Consulting Hello, this is Jean Caragher, President of Capstone Marketing. I am delighted to be talking today with Nicole Sterling, Director of Marketing and Communications for RSW Accounting and Consulting, and the 2017 Association for Accounting Marketing Volunteer of the Year. If you’ve … Continue reading →

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Capstone Conversation with Nicole Gantz Partner and Chief Marketing Officer Honkamp Krueger Hello, this is Jean Caragher, President of Capstone Marketing. I am delighted to be talking today with Nicole Gantz, Marketing Partner at Honkamp Krueger and its Human Capital Management affiliate, HKP, and the 2018 Marketer of the Year, an award sponsored by Inside Public Accounting. … Continue reading →

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Capstone Conversation with Jack Kolmansberger Chief Marketing Officer Herbein + Company Hello, this is Jean Caragher, President of Capstone Marketing. I am delighted to be talking today with Jack Kolmansberger, Chief Marketing Officer at Herbein + Company and the 2018 Inductee into the Association for Accounting Marketing Hall of Fame an award sponsored by Inside Public … Continue reading →

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Capstone Conversation with Eric Majchrzak Shareholder and Chief Strategy Officer BeachFleischman PC Hello, this is Jean Caragher, President of Capstone Marketing. I am thrilled to be talking today with my friend, Eric Majchrzak, Shareholder and who was the Chief Marketing Officer at BeachFleischman PC and 2018 AAM Hall of Fame Inductee. BeachFleischman is one of Arizona’s … Continue reading →

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Capstone Conversation with Laura Kucera Principal and Chief Marketing Officer Citrin Cooperman Hello, this is Jean Caragher, President of Capstone Marketing. I am delighted to be talking today with Laura Kucera, Principal and Chief Marketing Officer at Citrin Cooperman and the 2017 Marketer of the Year, an award sponsored by Inside Public Accounting. Laura joined Citrin Cooperman in … Continue reading →

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Capstone Conversation with Melissa Brogan Marketing Director Barnes Dennig     Hello, this is Jean Caragher, President of Capstone Marketing. I am delighted to be talking today with Melissa Brogan, Marketing Director of Barnes Dennig in Cincinnati, Ohio and the 2016 Association for Accounting Marketing Volunteer of the Year. This award recognizes dedication to AAM, involvement on … Continue reading →

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A Capstone Conversation with Rhonda Maraziti Chief Marketing Officer WithumSmith+Brown   Hello, this is Jean Caragher, President of Capstone Marketing. I am excited today to be talking with Rhonda Maraziti, the 2016 Marketer of the Year, an award sponsored by INSIDE Public Accounting and given out at the 2016 AAM Summit. Rhonda is the chief … Continue reading →

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Capstone Conversation with Katie Tolin Chief Growth Guide CPA Growth Guides   Hello, this is Jean Caragher, President of Capstone Marketing. Each year, the Association for Accounting Marketing (AAM) board of directors selects a Hall of Fame recipient based upon dedication to and promotion of the discipline of accounting marketing, and the accounting profession as … Continue reading →

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Capstone Conversation with Katie Butler Marketing Coordinator Weinstein Spira Hello, this is Jean Caragher, President of Capstone Marketing. I am delighted to be talking today with Katie Butler, Marketing Coordinator at Weinstein Spira in Houston, Texas and a 2016 Association for Accounting Marketing Rookie of the Year. Katie joined Weinstein Spira in April 2014. She … Continue reading →

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Capstone Conversation with Michelle Golden Growth Leader/Principal K·Coe Isom Hello, this is Jean Caragher, President of Capstone Marketing. I am delighted to be talking today with Michelle Golden, the newest inductee into the Association for Accounting Marketing Hall of Fame. Many of you probably know Michelle from her days at Golden Practices. After 14 years … Continue reading →

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Capstone Conversation with Jessica Leigh Levin President and Chief Connector Seven Degrees Communications Hello, this is Jean Caragher, President of Capstone Marketing. I am happy to be talking today with Jessica Leigh Levin, the President and Chief Connector of Seven Degrees Communications and the Association for Accounting Marketing’s (AAM) Volunteer of the Year. Jessica is … Continue reading →

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Capstone Conversation with Eric Majchrzak Shareholder and Chief Marketing Officer BeachFleischman PC Capstone Conversation with Eric Majchrzak 2018 Hello, this is Jean Caragher, President of Capstone Marketing. I am delighted to be talking today with Eric Majchrzak, Shareholder and Chief Marketing Officer for BeachFleischman PC, one of Arizona’s largest, locally-owned CPA firms and a Top … Continue reading →

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Capstone Conversation with Veronica Rodriguez Marketing and Business Development Specialist PDR Certified Public Accountants Hello, this is Jean Caragher, President of Capstone Marketing. I am very pleased to be talking today with Veronica Rodriguez, Marketing and Business Development Specialist at PDR Certified Public Accountants in Tampa, Florida, and the 2015 Association for Accounting Marketing (AAM) … Continue reading →

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Capstone Conversation with Lexi McWiggins Senior Marketing Coordinator, Event Manager, and Graphic Designer Postlethwaite & Netterville, APAC   Hello. This is Jean Caragher, President of Capstone Marketing. I am very happy to be talking today with Lexi McWiggins, Senior Marketing Coordinator, Event Manager, and Graphic Designer at P&N, and the 2014 AAM Rookie of the … Continue reading →

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Capstone Conversation with Bonnie Buol Ruszczyk President, BBR Marketing Hello, this is Jean Caragher, President of Capstone Marketing. I am very pleased to be talking today with Bonnie Buol Ruszczyk, President of BBR Marketing and the 2014 Association for Accounting Marketing (AAM) Volunteer of the Year. Bonnie formed BBR Marketing five years ago, and works … Continue reading →

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Capstone Conversation with Jennifer Wilson Co-Founder and Partner ConvergenceCoaching, LLC Hello, this is Jean Caragher, President of Capstone Marketing.  I am delighted to be talking today with Jennifer Wilson, co-founder and partner of ConvergenceCoaching, LLC, who was named the 2013 Association for Accounting Marketing Volunteer of the Year. Jennifer is an experienced change agent, who … Continue reading →

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Capstone Conversation with Julie Tucek Marketing Director, Legacy Professionals LLP Welcome! This is Jean Caragher, President of Capstone Marketing. Each year the Association for Accounting Marketing Board of Directors selects a Hall of Fame recipient based on dedication to, and promotion of, the discipline of accounting marketing and the accounting profession as a whole.  I … Continue reading →

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Capstone Conversation with Jayne Bates, CPA Assistant Director of Marketing Development and Sales Crowe Horwath LLP Hello, this is Jean Caragher, President of Capstone Marketing.  I am delighted to be talking today with my friend, Jayne Bates, CPA, Assistant Director of Marketing Development and Sales at Crowe Horwath LLP.  Jayne was inducted into the Association … Continue reading →

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Brian Falony, National Account Manager, BizActions Hello, this is Jean Caragher, President of Capstone Marketing.  It is my pleasure to be talking today with Brian Falony, who was inducted into the Association For Accounting Marketing Hall of Fame at AAM’s 2013 Summit.  Brian is a National Account Manager for BizActions.  In that role, he works … Continue reading →

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Capstone Conversation with Jamie Thomas Director of Marketing & Communications LBA Group Hello, this is Jean Caragher, president of Capstone Marketing.  I am thrilled to be talking today with Jamie Thomas, the Director of Marketing & Communications for the LBA Group.  Jamie was honored as the 2013 Marketer of the Year, which is an award … Continue reading →

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Capstone Conversation with Roland Williams Celebrity Author, Speaker, Performance Coach Hello, this Jean Caragher, President of Capstone Marketing. I am happy to be talking today with Roland Williams, celebrity author, speaker, performance coach and proud dad.  This is the first Capstone Conversation with a Super Bowl champion! I met Roland Williams at a chapter meeting … Continue reading →

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Capstone Conversation with Tom Hood Executive Director and CEO Maryland Association of CPAs Hello, this is Jean Caragher, President of Capstone Marketing. I am excited to be talking today with Tom Hood, the Executive Director and CEO of the Maryland Association of CPAs. Tom is a nationally recognized author, speaker, and consultant.  He was named … Continue reading →

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Capstone Conversation with Jeanne Bliss Founder Customer Bliss Hello this is Jean Caragher, President of Capstone Marketing.  I am pleased to be talking today with Jeanne Bliss, the Founder of Customer Bliss, a company formed to create clarity and an actionable path for driving the customer loyalty commitment into business operations. Jeanne developed her passion … Continue reading →

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Capstone Conversation with Randy Mowat Senior Vice President of Marketing, MNP Hello. This is Jean Caragher, President of Capstone Marketing. I am thrilled to be speaking today with Randy Mowat, an old friend who is now the Senior Vice President of Marketing with MNP, one of the largest chartered accountancy and business consulting firms in … Continue reading →

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Capstone Conversation with Laura Bardey Sparks Freelance Writer and Owner Creative Sparks Welcome! This is Jean Caragher, President of Capstone Marketing.  Today I am pleased to be speaking with Laura Bardey Sparks who was named the 2012 Volunteer of the Year by the Association for Accounting Marketing.   As freelance writer and owner of Creative Sparks, … Continue reading →

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Capstone Conversation with Chris Perrino Principal, Business Development Barnes Dennig and Company Welcome, this is Jean Caragher, President of Capstone Marketing. Each year, the Association for Accounting Marketing Board of Directors selects a Hall of Fame recipient based on dedication to and promotion of the discipline of accounting marketing and the accounting profession as a … Continue reading →

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Capstone Conversation with Kari Reynolds Marketing Specialist Macias Gini & O’Connell LLP Hello and welcome.  This is Jean Caragher, President of Capstone Marketing.  I’m delighted to be talking today with Kari Reynolds, who was named the 2012 Rookie of the Year by the Association for Accounting Marketing.   Kari is a marketing and design professional … Continue reading →

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Capstone Conversation with Donna Erbs Marketing Director Anders Minkler & Diehl LLP Welcome!  This is Jean Caragher, President of Capstone Marketing.  I am extremely happy to be talking today with Donna Erbs, Marketing Director of Anders Minkler & Diehl, who was recently named Marketer of the Year at the 2012 Association for Accounting Marketing Conference. … Continue reading →

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Capstone Conversation with Marsha Leest Marsha Leest Consulting Hello, this is Jean Caragher of Capstone Marketing. I’m delighted with today’s Capstone Conversation with Marsha Leest, who is the newest member of the Association for Accounting Marketing Hall of Fame.   Marsha is currently a consultant to the accounting profession.  At the time of this award … Continue reading →

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Capstone Conversation with Emily Alexandria Burns e-Marketing and Communications Specialist Freed Maxick & Battaglia CPAs Jean Caragher:  Welcome to the latest Capstone Conversation with Emily Burns, the e-Marketing and Communications Specialist at Freed Maxick & Battaglia CPAs in Buffalo, New York.  Emily was awarded the 2011 Association for Accounting Marketing Rookie of the Year Award. … Continue reading →

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Capstone Conversation with Raissa Evans Executive Manager of Practice Growth PKF Texas Jean Caragher:  Welcome to the Capstone Conversation with Raissa Evans, the Executive Manager of Practice Growth at PKF Texas, who was honoured as the 2011 Marketer of the Year at the recent Association for Accounting Marketing Summit in Chicago, Illinois.  The Marketer of … Continue reading →

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