As a member of the National Speakers Association (NSA) for over 10 years, I am a speaker on accounting marketing who brings insightful knowledge to your audience through an informative, interactive and, yes, entertaining program.
Capstone Marketing Recent Speaking Engagements:
- IntrapriseTechKnowlogies LLC, “How to Upgrade Your Client Base to Optimize Profits,” June 6, 2023 (virtual)
- IntrapriseTechKnowlogies LLC, “How to Upgrade Your Client Base to Optimize Profits,” August 30, 2023 (virtual)
- Accounting Today Firm Growth Forum, “How to Upgrade Your Client Base to Optimize Profits,” May 8, 2023
- IntrapriseTechKnowlogies LLC, “Engage CPA Firm Clients and Prospects with Marketing Automation,” May 12, 2022 (virtual)
- Association for Accounting Marketing, “Rookie Accounting Marketer Workshop,” May 2, 2022
- HLB, “How to Get Paid What You’re Worth by Implementing Advanced Pricing Methods®,” July 9, 2020 (virtual)
- Association for Accounting Marketing and AICPA ENGAGE!, “Building Relationships and Referrals Through Networking: Online and the Real World,” June 13, 2019
- DFK International/USA webinar, “3 Things High Performing Firms Don’t Want You to Know,” February 4, 2019
- Abacus Worldwide webinar, “Client Retention: 4 Ways It Influences Firm Growth,” September 27, 2018
- CPA Leadership Institute webinar, “Marketing – Team Members Can Find Their Sweet Spot and Avoid Fear of Marketing,” September 18, 2018
- CPA Leadership Institute webinar, “Demystifying Marketing Planning: What It Means for You and Your Firm,” September 20, 2018
- Association for Accounting Marketing, “AAM Career and Compensation Survey Results,” May 15, 2018
- Association for Accounting Marketing and AICPA ENGAGE!, “How to Think Like a Partner: A Case Study,” June 15, 2017
- CPAmerica, “Lead Generation for Accounting Firms,” June 12, 2017
- The CPA Firm Management Association, “How to Create Your Firm’s Marketing Plan in Just 90 Days,” June 28, 2016
- Thomson Reuters webinar, “How to Find Your Business Development ‘Sweet Spot,’” May 19, 2016
- Alliott Group, “Marketing Plan Strategies,” January 29, 2016
- Association for Accounting Administration, “The Truth Behind Winning Brands,” Webinar, August 18, 2015
- Growth + Profitability Summit presented by Accounting Today, Panelist, November 3-4, 2014
- CCH User Conference, “How Technology is Changing How CPAs Generate Leads,” October 27-28, 2014
- AICPA Practitioners Symposium + TECH Conference, “Making Headway With Your Marketing and Sales Program,” June 9, 2014
- AGN, “Using the Power of Inbound Marketing to Generate Leads Online,” September 10, 2013, webinar
- Association for Accounting Marketing, “Create Your Firm Marketing Plan in Just 90 Days,” June 11, 2013
- AICPA Practitioners Symposium Pre-Conference Session, “The SevenKeys CPA: Maximize firm profitability and position your firm for the future by leveraging the best practices of high-performing firms,” June 9, 2013
- AICPA PCPS Medium Firm Networking Group, “Exceptional Client Service,” October 25, 2012
- AAM High! Series, “Using Targeted Research To Bolster Your Firm’s Marketing Program,” September 6, 2012
- PKF North American Network, “Momentous Marketing for Your Manufacturing & Distribution Niche,” November 15, 2011
- AICPA Practitioners Symposium, “Client Retention Strategies Every Firm Can Use,” June 14, 2011
Capstone Marketing Webinars:
- How to Upgrade Your Client Base to Optimize Profits
- Engage CPA Firm Clients and Prospects with Marketing Automation
- How to Target Growth Using a Niche Marketing Strategy
- 3 Often Overlooked Factors in Successful Mergers & Acquisitions
- Marketing Your Accounting Firm in Uncertain Times
- 3 Things High Performing Firms Don’t Want You to Know
- How to Develop Your Referral Source Network
- 5 Ways to Boost Your Social Media Profile
- 6 Essentials for Lead Generating Websites
1990-2010 Speaking Engagements
