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Jean Caragher

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CPA Trendlines Podcasts
CPA Trendlines PodcastsRuszczyk: Listen to Your Marketers and Let Them Lead | Capstone ConversationsDifferentiation, confidence, and connection can transform firms.Capstone ConversationsBy Jean CaragherFor CPA TrendlinesBonnie Buol Ruszczyk, founder of BBR Companies and one of the accounting profession’s most respected marketing strategists, joined Jean Caragher for a compelling episode of Capstone Conversations—this time as a newly inducted member of the Association for Accounting Marketing Hall of Fame.Follow Jean Caragher on CPA Trendlines here. | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | Catch Jean Caragher's other show, Gear Up for Grow...
2025-07-2534 minCPA Trendlines Podcasts
CPA Trendlines PodcastsAlex Miller: Marketing Success Depends on Curiosity, Collaboration, and Client Experience | Capstone ConversationsUnderstanding the full picture delivers higher ROI.Capstone ConversationsBy Jean CaragherFor CPA TrendlinesIn this episode of Capstone Conversations with Jean Caragher of Capstone Marketing, Alex Miller, marketing manager at Lanigan Ryan and the Association for Accounting Marketing’s 2025 Volunteer of the Year, shares powerful insights about the evolving role of marketers in accounting firms. Her two top takeaways? Curiosity and collaboration drive career success, and client experience and artificial intelligence (AI) offer the profession’s biggest opportunities and challenges. Fol...
2025-07-1833 minCPA Trendlines Podcasts
CPA Trendlines PodcastsKristen Lewis: Growth Strategy that Actually Works | Capstone ConversationsTo turn disruption into opportunities, get marketers to the table "early and often."Capstone ConversationsBy Jean CaragherFor CPA TrendlinesKristen Lewis, Managing Director of Marketing for EisnerAmper and the 2025 Association for Accounting Marketing (AAM) Marketer of the Year, joins Jean Caragher on Capstone Conversations to share lessons from her marketing leadership, insights on post-pandemic strategy shifts, and her vision for the profession’s future. The conversation examines both the tactical and human aspects of CPA firm marketing in an era of rapid change, industry consolidation, and heightened cl...
2025-07-1129 minCPA Trendlines Podcasts
CPA Trendlines PodcastsKimberly Ellison-Taylor: Why Small Firms Hold the Key to Accounting’s Talent Crisis | Gear Up For GrowthThey're not leaving the firm. They're leaving you. Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesWhat’s driving talent out of accounting firms? According to Kimberly Ellison-Taylor, CPA, CGMA, CITP, CISA, everything from outdated leadership to untold success stories is pushing promising professionals away. In this episode of Gear Up for Growth, powered by CPA Trendlines, host Jean Caragher sits down with the powerhouse behind KET Solutions to explore how the profession can—and must—change to attract and retain the next generation....
2025-07-0435 minCPA Trendlines Podcasts
CPA Trendlines PodcastsCarl Peterson: Succession or Stagnation? | Gear Up For GrowthAICPA’s Peterson sounds the alarm for small firms.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn a farewell interview on Gear Up for Growth, powered by CPA Trendlines, Carl Peterson, vice president of Small Firm Interests at the AICPA, shares hard-earned insights with Jean Caragher, president of Capstone Marketing, from his 14-year tenure - and sounds a call to action for the next generation of CPA firm leaders.  Gear Up for Growth spotlights the best strategies for smart and...
2025-06-2035 minCPA Trendlines Podcasts
CPA Trendlines PodcastsPhil Whitman: No PE? No Problem. How CPA Firms Can Stay Fiercely Independent | Gear Up For GrowthCan CPA firms still stay independent? Yes—but only if they get serious.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn the latest episode of Gear Up for Growth, host Jean Caragher sits down with industry powerhouse Phil Whitman—CEO of Whitman Transition Advisors and founder of C-Suite Impact—to tackle one of the accounting profession’s biggest questions: Can CPA firms still thrive independently in the age of private equity and nonstop M&A?Whitman’s answer? A...
2025-06-1345 minCPA Trendlines Podcasts
CPA Trendlines PodcastsCarla McCall: Create Leaders from Within | Gear Up For GrowthSelf-awareness and self-reflection are key to discovering an authentic leadership style.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn this episode of Gear Up for Growth, host Jean Caragher welcomes Carla McCall, managing partner of AAFCPAs and immediate past chair of the AICPA, for a candid conversation about one of the most pressing challenges facing the accounting profession: leadership succession.  Gear Up for Growth spotlights the best strategies for smart and effficient growth in today's competitive landscape. More Gear Up for Growth h...
2025-06-0633 minCPA Trendlines Podcasts
CPA Trendlines PodcastsMitchell Reno: Client Experience as a Growth Driver | Gear Up For GrowthFirms with client experience programs see 19% higher growth rates, according to ClearlyRated study. Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesCreating a truly differentiated client experience can be the key to standing out in a profession defined by trust, service, and technical excellence. That’s the message from Mitchell Reno, director of client experience at Rehmann, in this episode of Gear Up for Growth, hosted by Jean Caragher, president of Capstone Marketing.  Gear Up for Growth spotlights the best strategies for smart and...
2025-05-3030 minCPA Trendlines Podcasts
CPA Trendlines PodcastsPaul Dunn: Ditch the Clock, Lead with Heart | Gear Up For GrowthStop billing. Start thrilling.Gear Up for Growth With Jean CaragherFor CPA TrendlinesIn a persuasive new episode of Gear Up for Growth, powered by CPA Trendlines, Paul Dunn – four-time TEDx speaker, cofounder of B1G1, and longtime champion of transformational leadership in the accounting profession – delivered a clear call to action for firm leaders: Ditch the billable hour and lead with purpose. Gear Up for Growth spotlights the best strategies for smart and efficient growth in today's competitive landscape. More Gear Up for Growth here...
2025-05-2340 minCPA Trendlines Podcasts
CPA Trendlines PodcastsAprio CEO: Culture and Capital Fuel Firm’s Rapid Growth | Gear Up For GrowthPE doesn't have to strip your culture.With Jean CaragherFor CPA TrendlinesOn a recent episode of Gear Up for Growth, powered by CPA Trendlines, Aprio CEO Richard Kopelman offered a behind-the-scenes look at what’s powering his firm’s remarkable trajectory—from a traditional CPA firm to a diversified advisory powerhouse. In conversation with Jean Caragher, president of Capstone Marketing, Kopelman credited Aprio’s sustained momentum to two key drivers: a relentlessly reinforced culture and a bold leap into private equity. Gear Up for Growth spotlights the best str...
2025-05-1641 minCPA Trendlines Podcasts
CPA Trendlines PodcastsMatt Criss: Forget the Grind; Grow Intentionally | Gear Up For GrowthStop drifting and start leading.Gear Up for Growth With Jean CaragherFor CPA TrendlinesIn a high-stress profession like accounting, intentional growth isn’t just helpful—it’s necessary. In this episode of Gear Up For Growth, business coach and author Matt Criss joins host Jean Caragher to share how accountants can build resilience, reflection, and renewed purpose by growing with intention.Gear Up for Growth spotlights the best strategies for smart and efficient growth in today's competitive landscape. More Gear Up for Growth here | More J...
2025-05-0931 minCPA Trendlines Podcasts
CPA Trendlines PodcastsMarketers to CEOs: The Expanding Role of Growth Leaders in Accounting | Gear Up For GrowthStrategic thinking, curiosity, and innovation can turn traditional marketing roles into firm leadership opportunities.Gear Up for Growth With Jean CaragherFor CPA TrendlinesIn a special episode of Gear Up For Growth, host Jean Caragher hands the mic to guest facilitator Sarah Dobek, president of Inovautus Consulting, to lead an inspiring conversation about career opportunities in accounting marketing.Joining the panel are four powerhouse leaders whose diverse journeys showcase just how far the profession has evolved:Gear Up for Growth...
2025-05-0250 minCPA Trendlines Podcasts
CPA Trendlines PodcastsWade Clark: Stop Selling; Start Catalyzing | Gear Up For GrowthUncover growth hidden in plain sight.Gear Up for Growth With Jean CaragherFor CPA TrendlinesIn the latest Gear Up for Growth, host Jean Caragher, president of Capstone Marketing, sits down with Wade Clark, associate director-sales programs at Moss Adams and author of "Simplifying Complex Sales." Their conversation delivers two critical messages for CPAs and firm leaders: the necessity of consistent account development and the strategic use of the Four Catalysts to uncover new opportunities.  Gear Up for Growth spotlights the best strategies for smart a...
2025-04-2541 minCPA Trendlines Podcasts
CPA Trendlines PodcastsSecrets to Staying Relevant Revealed | Gear Up For GrowthHall of Fame leaders share the lessons, mistakes, and trends shaping the future of firm growth.Gear Up For GrowthWith Jean CaragherFor CPA TrendlinesIn a special episode of Gear Up for Growth, four Hall of Fame members from the Association for Accounting Marketing (AAM) reunite to reflect on how accounting marketing evolves—and to deliver advice for today’s growth leaders.Host Jean Caragher, president of Capstone Marketing, is joined by Brian Falony, retired accounting marketing executive; Allan Koltin, CEO of Koltin Consulting Group and...
2025-04-1156 minCPA Trendlines Podcasts
CPA Trendlines PodcastsHow Top Rainmakers Win Clients | Gear Up For GrowthDoing great work is no longer enough to ensure client retention.Sponsored by "TurboCharge Your Profits: How to Thrive in the New Economy," by Frank Stitely, CPA, CVA  – See Today’s Special OfferWith Jean CaragherFor CPA TrendlinesIn a rapidly shifting business landscape, professional services firms face increasing pressure to develop new business while maintaining client loyalty. In a recent Gear Up for Growth episode hosted by Jean Caragher of Capstone Marketing, guest Matt Dixon shares insights from his forthcoming book, "Activator Advantage: What Today...
2025-03-2847 minCPA Trendlines Podcasts
CPA Trendlines PodcastsBecky Livingston: How AI Boosts Firm Marketing and Client Engagement | Gear Up For GrowthUtilize new tech to level up thought leadership and advisory services. Gear Up for Growth With Jean CaragherFor CPA TrendlinesThe latest episode of Gear Up for Growth, hosted by Jean Caragher of Capstone Marketing and powered by CPA Trendlines, featured an insightful discussion with Becky Livingston, founder and CEO of Penheel Marketing, on the role of artificial intelligence (AI) in CPA firm marketing. The conversation centered around two key takeaways: AI’s ability to enhance thought leadership efforts and its role in shifting CPAs...
2025-03-2143 minCPA Trendlines Podcasts
CPA Trendlines PodcastsAICPA Leader Outlines the Future of the Profession | Gear Up for GrowthMark Koziel calls for CPA firm transformation amid industry disruption. Gear Up for GrowthWith Jean CaragherCapstone MarketingMark Koziel, newly appointed president and CEO of the Association of International Certified Professional Accountants (AICPA & CIMA), recently appeared on the Gear Up for Growth podcast, reflecting on his tenure as CEO of Allinial Global and the challenges facing the accounting profession. Koziel, who spent 14 years in leadership roles at AICPA before joining Allinial Global, emphasizes the urgent need for firms to rethink their business models in response to industry shifts. ...
2025-03-1439 minCPA Trendlines Podcasts
CPA Trendlines PodcastsSarah Elliott: How Conscious Leadership Secures IndependenceLeaders must empower others, share leadership, and foster an inclusive culture to ensure long-term success.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn a rapidly evolving profession where mergers, acquisitions, and private equity investments dominate headlines, many CPA firms face a critical choice: sell, merge, or remain independent. For firms determined to chart their own course, leadership is the key to survival and success.Gear Up for Growth spotlights the best strategies for smart and efficient growth...
2025-03-0735 minCPA Trendlines Podcasts
CPA Trendlines PodcastsBill Sheridan: Why Firms Must Adapt or Be Left Behind | Gear Up For GrowthFocus on your clients...or someone else will.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesBill Sheridan, chief communications officer at the Maryland Association of CPAs, believes CPA firms must embrace change to stay competitive. As technology automates compliance work, firms that focus on client advisory services will be the ones that thrive. “Our clients’ expectations are changing, and they are looking for more than just traditional compliance services,” Sheridan says. “The firms that recognize this shift and focus on client advisory services will be the on...
2025-02-2836 minCPA Trendlines Podcasts
CPA Trendlines PodcastsAmy Vetter: Strategies for Transforming Workplace Culture in Accounting Firms | Gear Up For GrowthFailure to address corporate climate can critically impact talent recruitment and retention.With Jean CaragherFor CPA TrendlinesAmy Vetter, CEO of the B3 Method Institute, discusses how accounting firms can transform workplace culture, reduce stress, and empower leaders to create a thriving work environment on the latest Gear Up for Growth episode.“A thriving workplace culture starts with strong leadership, clear communication, and a commitment to values,” Vetter says. “When leaders empower employees and lead with transparency, firms can create an environment where people feel supported and engage...
2025-02-2138 minCPA Trendlines Podcasts
CPA Trendlines PodcastsJean Caragher: Fire Clients Who Don't Tick Your Boxes | Accounting InfluencersRemoving clients isn’t just about profitability—it’s a firm-wide morale booster.Accounting Influencerswith Rob BrownWith over 35 years of industry experience, Jean Caragher has witnessed the profession's transformation, noting that marketing roles in accounting firms are now more strategic and influential than ever.More Accounting Influencers with Rob Brown hereCaragher describes her work at Capstone Marketing, where she serves as a fractional chief marketing officer for firms specializing in branding, content marketing, pricing, and cl...
2025-02-0829 minCPA Trendlines Podcasts
CPA Trendlines PodcastsThe Evolution of Accounting: Insights from Barry Melancon’s Historic Career | Gear Up For Growth"The accounting profession today is living its golden age, driven by its expanded capabilities."Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn a landmark episode of the Gear Up For Growth podcast, Barry Melancon, CPA, CGMA, the longest-serving CEO in AICPA history, joined host Jean Caragher to share his invaluable insights on the evolution of the accounting profession. After 30 years at the helm of the AICPA, Melancon stepped down at the end of 2024, leaving a profound legacy of innovation...
2025-01-0342 minCPA Trendlines Podcasts
CPA Trendlines PodcastsJohn Higgins: How ChatGPT Can Help CPAs Be Advisors | Gear Up For Growth"Clients want value, and now, with these tools, you can give them more value."Gear Up for GrowthWith Jean CaragherFor CPA Trendlines“AI and ChatGPT-type tools can become your advisory services assistant,” says John Higgins, founder and CEO of Higgins Advisory. “It can help CPAs communicate better as an advisor and help identify the things CPAs should focus on for the type of client they're advising.” Gear Up for Growth spotlights the best strategies for smart and effficient growth in...
2024-11-1536 minCPA Trendlines Podcasts
CPA Trendlines PodcastsBecca Johns: How Rea CPAs Is Pushing into Advisory | Capstone ConversationsChallenging the CPA mindset.Capstone Conversations  With Jean Caragher  Rea & Associates is transitioning from a traditional CPA-centric model to a broader advisory role, aiming to offer services such as IT consulting and wealth management. Becca Johns, director of practice growth, tells Jean Caragher in this episode of Capstone Conversations that the move demands major shifts in the firm’s internal mindset and culture, including redefining roles, retraining staff, and effectively communicating the new value proposition to clients.   Full show notes here | More Capstone Conversations here | Follow Jean Caragher on CPA Trendl...
2024-11-1127 minCPA Trendlines Podcasts
CPA Trendlines PodcastsLucas LaChance: Revenue Generation through Digital Marketing | Capstone ConversationsWith Jean Caragher  For CPA Trendlines  Lucas LaChance brings an auditor’s eye to marketing as the partner in charge of practice growth at Dallas-based Lane Gorman Trubitt, where he drives digital strategies that have fueled 143 percent revenue gains. More Capstone Conversations here | Follow Jean Caragher on CPA Trendlines here. | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | Catch Jean Caragher every Friday with Gear Up for Growth here |  But the bigger challenge, LaChance tells Jean Caragher in this episode of Capstone Conversations, is winning the competition for a shr...
2024-11-0438 minCPA Trendlines Podcasts
CPA Trendlines PodcastsAlex Drost: Firms Must Be Scrappy to Compete with PE-Backed Competitors | Gear Up For GrowthAs private equity gains momentum in the accounting industry, firms face a decision: embrace external investment or double down on independence.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn a recent episode of the Gear Up for Growth podcast, Alex Drost, managing principal of Connection Builders, discusses the growing interest of private equity (PE) in the accounting sector. Hosted by Jean Caragher, president of Capstone Marketing, the conversation delves into the driving forces behind PE investments, the challenges faced by both investors...
2024-10-2741 minCPA Trendlines Podcasts
CPA Trendlines PodcastsKristen Lewis: The Biggest Challenge Marketing Accounting Firms | Capstone Conversations (Jean Caragher)Capstone Conversations. Informal and informative discussions with leading growth strategists from the nation's most dynamic CPA firms.With Jean Caragher.  For CPA Trendlines.  In a business not always comfortable with notoriety, it takes bold ideas to position an accounting firm in the marketplace, according to Kristen Lewis, director of marketing at EisnerAmper and a member of the Association for Accounting Marketing Hall of Fame. Show notes here | Follow Jean Caragher on CPA Trendlines here. | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | Find Jean Caragher's Capstone Conversations ev...
2024-10-2126 minCPA Trendlines Podcasts
CPA Trendlines PodcastsSarah Cirelli: Launching the 'SWAT' Plan at Grassi CPAs | Capstone ConversationsCapstone ConversationsInformal and informative discussions with leading growth strategists from the nation's most dynamic CPA firms.With Jean CaragherFor CPA TrendlinesWhen the Covid pandemic hit Grassi CPAs, chief marketing officer Sarah Cirelli launched a "SWAT" program to stem the losses and reap an extra $2 million in new fees. Full show notes here | Follow Jean Caragher on CPA Trendlines here. | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | Catch Jean Caragher every Friuday with Gear Up for Growth here |In this...
2024-10-1531 minCPA Trendlines Podcasts
CPA Trendlines PodcastsKatie Thomas: How to Recruit the Best, Organically | Gear Up For GrowthLeveraging social media and other digital platforms allows firms to attract talent without relying on traditional job boards or recruiters.Gear Up for Growth.With Jean Caragher.For CPA Trendlines."You actually have to be a good firm,” Katie Thomas, CPA, founder and owner, Leaders Online LLC, replied when asked about the factors needed for an organic inbound recruitment strategy to work. Full show notes here | Gear Up for Growth spotlights the best strategies for smart and effective growth in today's competitive landscape. More Gear Up for Growth every Friday here.|  Mor...
2024-10-1234 minCPA Trendlines Podcasts
CPA Trendlines PodcastsKorby Boswell: Three Pieces of Advice for CPA Firm Managing Partners | Capstone ConversationsCapstone ConversationsWith Jean CaragherFor CPA TrendlinesAccording to Korby Boswell, Adams Brown's senior marketing and growth manager, successful accounting firm marketing lies in effective project management, smart content marketing, and producing solid sales leads.Full episode note here | More Capstone Conversations here | Follow Jean Caragher on CPA Trendlines here. | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | Catch Jean Caragher every Friday with Gear Up for Growth here |In this episode of Capstone Conversations with Jean Caragher, Boswell delivers three pieces of advice...
2024-09-3032 minCPA Trendlines Podcasts
CPA Trendlines PodcastsJoe Kovacs: Why the Digital Brand Experience is Essential | Capstone ConversationsCapstone ConversationsBy Jean CaragherFor CPA TrendlinesThe greatest challenge in marketing CPA firms is understanding the role of technology and how different generations of clients and prospects want to engage, Joe Kovacs, marketing and biz dev director at Councilor, Buchanan & Mitchell, tells Jean Caragher in this episode of Capstone Conversations.Show notes here | Follow Jean Caragher on CPA Trendlines here. | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | Catch Jean Caragher’s other show, Gear Up for Growth, on Fridays here. | And browse all th...
2024-09-2338 minCPA Trendlines Podcasts
CPA Trendlines PodcastsCarrie Steffen: The Two New Superpowers Leaders in Accounting Didn't Know They Needed | Capstone ConversationsPlus: The marketing myths that plague accounting firms.  Capstone Conversations.  With Jean Caragher  For CPA Trendlines Being a managing partner is tough enough, but now accounting firm leaders must master two new superpowers. And CPE won't help.   Complete show notes here.  |  Get more Capstone Conversations every Monday.  |  Follow Jean Caragher on CPA Trendlines.  |  Get Caragher's international best-seller, The 90-Day Marketing Plan for CPA Firms.  |  Catch Jean Caragher with Gear Up for Growth every Friday.  |  And browse all the shows on the CPA Trendlines Podcast Channel  The world for CPA firm marketing p...
2024-09-1634 minCPA Trendlines Podcasts
CPA Trendlines PodcastsAllan Koltin: How Small Firms Battle PE-Powered Competitors | Gear Up for GrowthGear Up for GrowthWith Jean CaragherFor CPA Trendlines“More than half of the CPA firms in the country won't qualify to be part of private equity,” says Allan Koltin, CEO of Koltin Consulting, appearing on Gear Up for Growth, a new show hosted by Jean Caragher, president of Capstone Marketing, and powered by CPA Trendlines.  Follow Jean Caragher on CPA Trendlines here. Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here And catch Jean Caragher's other show, Gear Up for Growth, with today's biggest newsmakers, also...
2024-08-2338 minAccounting Influencers Podcast
Accounting Influencers PodcastFiring Grade D Accounting Clients: Jean Caragher"Firing Grade D Accounting Clients: Jean Caragher."In this episode of the Accounting Influencers Podcast, host Rob Brown interviews Jean Caragher, the founder of Capstone Marketing, as she shares insights on growing accounting firms. Jean discusses her experience as an outsourced or fractional chief marketing officer for firms and highlights the range of services Capstone Marketing offers, including marketing plans, branding, content marketing, pricing, programs, and client satisfaction. She emphasizes the evolving landscape of accounting firm marketing and the opportunities for internal marketers to play a strategic role within their firms.Jean reflects on the...
2023-05-2926 minCapstone Marketing
Capstone MarketingA Capstone Conversation With Korby BoswellHello, 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 Summit. Since joining ABBB in … Continue reading → The post A Capstone Conversation With Korby Boswell appeared first on Capstone Marketing.
2019-09-2028 minCapstone Marketing Podcast
Capstone Marketing PodcastA Capstone Conversation With Korby BoswellHello, 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 Summit. Since joining ABBB in … Continue reading → The post A Capstone Conversation With Korby Boswell appeared first on Capstone Marketing.
2019-09-2000 minCapstone Marketing Podcast
Capstone Marketing PodcastA Capstone Conversation With Scott MooreHello, 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. An active member of AAM since 2001, Scott has served as the … Continue reading → The post A Capstone Conversation With Scott Moore appeared first on Capstone Marketing.
2019-09-1900 minCapstone Marketing
Capstone MarketingA Capstone Conversation With Scott MooreHello, 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. An active member of AAM since 2001, Scott has served as the … Continue reading → The post A Capstone Conversation With Scott Moore appeared first on Capstone Marketing.
2019-09-1926 minCapstone Marketing Podcast
Capstone Marketing PodcastA Capstone Conversation With Rebecca WeiandJean Caragher:  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 given tirelessly of her time and talents to the role of Chair of AAM’s … Continue reading → The post A Capstone Conversation With Rebecca Weiand appeared first on Capstone Marketing.
2019-03-1400 minCapstone Marketing
Capstone MarketingA Capstone Conversation With Rebecca WeiandJean Caragher:  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 given tirelessly of her time and talents to the role of Chair of AAM’s … Continue reading → The post A Capstone Conversation With Rebecca Weiand appeared first on Capstone Marketing.
2019-03-1431 minCapstone Marketing
Capstone MarketingA Capstone Conversation With Nicole SterlingJean Caragher:  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 been to AAM’s website in the past year, you’ve no doubt seen Nicole’s and her committee’s … Continue reading → The post A Capstone Conversation With Nicole Sterling appeared first on Capstone Marketing.
2019-03-1419 minCapstone Marketing Podcast
Capstone Marketing PodcastA Capstone Conversation With Nicole SterlingJean Caragher:  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 been to AAM’s website in the past year, you’ve no doubt seen Nicole’s and her committee’s … Continue reading → The post A Capstone Conversation With Nicole Sterling appeared first on Capstone Marketing.
2019-03-1400 minCapstone Marketing Podcast
Capstone Marketing PodcastA Capstone Conversation With Nicole GantzJean Caragher:  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. Let me share two reasons why Nicole won this award.  In 2014, Nicole launched a client … Continue reading → The post A Capstone Conversation With Nicole Gantz appeared first on Capstone Marketing.
2019-03-1400 minCapstone Marketing
Capstone MarketingA Capstone Conversation With Nicole GantzJean Caragher:  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. Let me share two reasons why Nicole won this award.  In 2014, Nicole launched a client … Continue reading → The post A Capstone Conversation With Nicole Gantz appeared first on Capstone Marketing.
2019-03-1424 minCapstone Marketing Podcast
Capstone Marketing PodcastA Capstone Conversation With Jack KolmansbergerJean Caragher:  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 Accounting. Jack began his accounting marketing career with a … Continue reading → The post A Capstone Conversation With Jack Kolmansberger appeared first on Capstone Marketing.
2019-03-1400 minCapstone Marketing
Capstone MarketingA Capstone Conversation With Jack KolmansbergerJean Caragher:  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 Accounting. Jack began his accounting marketing career with a … Continue reading → The post A Capstone Conversation With Jack Kolmansberger appeared first on Capstone Marketing.
2019-03-1438 minCapstone Marketing
Capstone MarketingA Capstone Conversation With Melissa BroganJean Caragher:  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 committees and special projects as well as … Continue reading → The post A Capstone Conversation With Melissa Brogan appeared first on Capstone Marketing.
2019-03-1418 minCapstone Marketing Podcast
Capstone Marketing PodcastA Capstone Conversation With Melissa BroganJean Caragher:  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 committees and special projects as well as … Continue reading → The post A Capstone Conversation With Melissa Brogan appeared first on Capstone Marketing.
2019-03-1400 minCapstone Marketing
Capstone MarketingA Capstone Conversation with Eric Majchrzak 2018Hello, 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 largest locally-owned CPA firms and a top 200 CPA firm in … Continue reading → The post A Capstone Conversation with Eric Majchrzak 2018 appeared first on Capstone Marketing.
2018-08-1026 minCapstone Marketing
Capstone MarketingA Capstone Conversation With Raissa EvansJean 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 the Year is an award sponsored by CPA Practice Management Forum. As … Continue reading → The post A Capstone Conversation With Raissa Evans appeared first on Capstone Marketing.
2015-08-1116 minCapstone Marketing Podcast
Capstone Marketing PodcastA Capstone Conversation With Raissa EvansJean 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 the Year is an award sponsored by CPA Practice Management Forum. As … Continue reading → The post A Capstone Conversation With Raissa Evans appeared first on Capstone Marketing.
2015-08-1100 minCapstone Marketing
Capstone MarketingA Capstone Conversation With Emily Alexandria BurnsJean 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.   Emily has been with Freed Maxick & Battaglia for the past one and a … Continue reading → The post A Capstone Conversation With Emily Alexandria Burns appeared first on Capstone Marketing.
2015-08-1114 minCapstone Marketing Podcast
Capstone Marketing PodcastA Capstone Conversation With Emily Alexandria BurnsJean 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.   Emily has been with Freed Maxick & Battaglia for the past one and a … Continue reading → The post A Capstone Conversation With Emily Alexandria Burns appeared first on Capstone Marketing.
2015-08-1100 minCapstone Marketing
Capstone MarketingA Capstone Conversation With Marsha LeestHello, 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 Marsha was the Acquisitions Editor for CCH, a … Continue reading → The post A Capstone Conversation With Marsha Leest appeared first on Capstone Marketing.
2015-08-1115 minCapstone Marketing Podcast
Capstone Marketing PodcastA Capstone Conversation With Marsha LeestHello, 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 Marsha was the Acquisitions Editor for CCH, a … Continue reading → The post A Capstone Conversation With Marsha Leest appeared first on Capstone Marketing.
2015-08-1100 minCapstone Marketing
Capstone MarketingA Capstone Conversation with Donna ErbsWelcome!  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.  This award is sponsored by CPA Practice Management Forum, published by CCH, … Continue reading → The post A Capstone Conversation with Donna Erbs appeared first on Capstone Marketing.
2015-08-1125 minCapstone Marketing Podcast
Capstone Marketing PodcastA Capstone Conversation with Donna ErbsWelcome!  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.  This award is sponsored by CPA Practice Management Forum, published by CCH, … Continue reading → The post A Capstone Conversation with Donna Erbs appeared first on Capstone Marketing.
2015-08-1100 minCapstone Marketing
Capstone MarketingA Capstone Conversation With Kari ReynoldsHello 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 with more than five years of experience working in diverse industries including … Continue reading → The post A Capstone Conversation With Kari Reynolds appeared first on Capstone Marketing.
2015-08-1115 minCapstone Marketing Podcast
Capstone Marketing PodcastA Capstone Conversation With Kari ReynoldsHello 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 with more than five years of experience working in diverse industries including … Continue reading → The post A Capstone Conversation With Kari Reynolds appeared first on Capstone Marketing.
2015-08-1100 minCapstone Marketing
Capstone MarketingA Capstone Conversation with Chris PerrinoWelcome, 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 am excited to be talking today with Chris Perrino, Principal, … Continue reading → The post A Capstone Conversation with Chris Perrino appeared first on Capstone Marketing.
2015-08-1122 minCapstone Marketing Podcast
Capstone Marketing PodcastA Capstone Conversation with Chris PerrinoWelcome, 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 am excited to be talking today with Chris Perrino, Principal, … Continue reading → The post A Capstone Conversation with Chris Perrino appeared first on Capstone Marketing.
2015-08-1100 minCapstone Marketing
Capstone MarketingA Capstone Conversation With Laura Bardey SparksWelcome! 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, Laura writes thought leadership content for accounting professionals, translating their ideas … Continue reading → The post A Capstone Conversation With Laura Bardey Sparks appeared first on Capstone Marketing.
2015-08-1119 minCapstone Marketing Podcast
Capstone Marketing PodcastA Capstone Conversation With Laura Bardey SparksWelcome! 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, Laura writes thought leadership content for accounting professionals, translating their ideas … Continue reading → The post A Capstone Conversation With Laura Bardey Sparks appeared first on Capstone Marketing.
2015-08-1100 minCapstone Marketing Podcast
Capstone Marketing PodcastA Capstone Conversation With Randy MowatHello. 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 Canada with more than 70 offices.   Randy joined MNP in … Continue reading → The post A Capstone Conversation With Randy Mowat appeared first on Capstone Marketing.
2015-08-1100 minCapstone Marketing
Capstone MarketingA Capstone Conversation With Randy MowatHello. 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 Canada with more than 70 offices.   Randy joined MNP in … Continue reading → The post A Capstone Conversation With Randy Mowat appeared first on Capstone Marketing.
2015-08-1138 minCapstone Marketing Podcast
Capstone Marketing PodcastA Capstone Conversation With Jeanne BlissHello 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 for customer loyalty at Lands’ End where she … Continue reading → The post A Capstone Conversation With Jeanne Bliss appeared first on Capstone Marketing.
2015-08-1100 minCapstone Marketing
Capstone MarketingA Capstone Conversation With Jeanne BlissHello 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 for customer loyalty at Lands’ End where she … Continue reading → The post A Capstone Conversation With Jeanne Bliss appeared first on Capstone Marketing.
2015-08-1129 minCapstone Marketing
Capstone MarketingA Capstone Conversation With Tom HoodHello, 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 the fourth most influential leader in the CPA profession in Accounting Today’s 2012 … Continue reading → The post A Capstone Conversation With Tom Hood appeared first on Capstone Marketing.
2015-08-1129 minCapstone Marketing Podcast
Capstone Marketing PodcastA Capstone Conversation With Tom HoodHello, 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 the fourth most influential leader in the CPA profession in Accounting Today’s 2012 … Continue reading → The post A Capstone Conversation With Tom Hood appeared first on Capstone Marketing.
2015-08-1100 minCapstone Marketing
Capstone MarketingA Capstone Conversation With Roland WilliamsHello, 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 of the National Speakers Association and he is kind enough … Continue reading → The post A Capstone Conversation With Roland Williams appeared first on Capstone Marketing.
2015-08-1124 minCapstone Marketing Podcast
Capstone Marketing PodcastA Capstone Conversation With Roland WilliamsHello, 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 of the National Speakers Association and he is kind enough … Continue reading → The post A Capstone Conversation With Roland Williams appeared first on Capstone Marketing.
2015-08-1100 minCapstone Marketing Podcast
Capstone Marketing PodcastA Capstone Conversation With Jamie ThomasHello, 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 given at the annual AAM conference and is sponsored by the CPA … Continue reading → The post A Capstone Conversation With Jamie Thomas appeared first on Capstone Marketing.
2015-08-1100 minCapstone Marketing
Capstone MarketingA Capstone Conversation With Jamie ThomasHello, 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 given at the annual AAM conference and is sponsored by the CPA … Continue reading → The post A Capstone Conversation With Jamie Thomas appeared first on Capstone Marketing.
2015-08-1140 minCapstone Marketing
Capstone MarketingA Capstone Conversation With Brian FalonyHello, 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 with professional services firms across the … Continue reading → The post A Capstone Conversation With Brian Falony appeared first on Capstone Marketing.
2015-08-1133 minCapstone Marketing Podcast
Capstone Marketing PodcastA Capstone Conversation With Brian FalonyHello, 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 with professional services firms across the … Continue reading → The post A Capstone Conversation With Brian Falony appeared first on Capstone Marketing.
2015-08-1100 minCapstone Marketing
Capstone MarketingA Capstone Conversation With Jayne BatesHello, 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 for Accounting Marketing Hall of Fame at the 2013 AAM Summit.  Jayne is a CPA turned … Continue reading → The post A Capstone Conversation With Jayne Bates appeared first on Capstone Marketing.
2015-08-1118 minCapstone Marketing Podcast
Capstone Marketing PodcastA Capstone Conversation With Jayne BatesHello, 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 for Accounting Marketing Hall of Fame at the 2013 AAM Summit.  Jayne is a CPA turned … Continue reading → The post A Capstone Conversation With Jayne Bates appeared first on Capstone Marketing.
2015-08-1100 minCapstone Marketing
Capstone MarketingA Capstone Conversation With Julie TucekWelcome! 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 am excited to be talking today with friend Julie Tucek, … Continue reading → The post A Capstone Conversation With Julie Tucek appeared first on Capstone Marketing.
2015-08-1121 minCapstone Marketing Podcast
Capstone Marketing PodcastA Capstone Conversation With Julie TucekWelcome! 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 am excited to be talking today with friend Julie Tucek, … Continue reading → The post A Capstone Conversation With Julie Tucek appeared first on Capstone Marketing.
2015-08-1100 minCapstone Marketing Podcast
Capstone Marketing PodcastA Capstone Conversation With Jennifer WilsonHello, 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 has worked in both the public accounting and business sectors. … Continue reading → The post A Capstone Conversation With Jennifer Wilson appeared first on Capstone Marketing.
2015-08-1100 minCapstone Marketing
Capstone MarketingA Capstone Conversation With Jennifer WilsonHello, 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 has worked in both the public accounting and business sectors. … Continue reading → The post A Capstone Conversation With Jennifer Wilson appeared first on Capstone Marketing.
2015-08-1134 minCapstone Marketing Podcast
Capstone Marketing PodcastA Capstone Conversation With Bonnie Buol RuszczykHello, 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 with a variety of professional services firms. She has … Continue reading → The post A Capstone Conversation With Bonnie Buol Ruszczyk appeared first on Capstone Marketing.
2015-08-1000 minCapstone Marketing
Capstone MarketingA Capstone Conversation With Bonnie Buol RuszczykHello, 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 with a variety of professional services firms. She has … Continue reading → The post A Capstone Conversation With Bonnie Buol Ruszczyk appeared first on Capstone Marketing.
2015-08-1022 minCapstone Marketing Podcast
Capstone Marketing PodcastA Capstone Conversation With Veronica RodriguezHello, 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) Rookie of the Year. Veronica joined PDR in January 2014 after graduating from the … Continue reading → The post A Capstone Conversation With Veronica Rodriguez appeared first on Capstone Marketing.
2015-08-1000 minCapstone Marketing
Capstone MarketingA Capstone Conversation With Veronica RodriguezHello, 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) Rookie of the Year. Veronica joined PDR in January 2014 after graduating from the … Continue reading → The post A Capstone Conversation With Veronica Rodriguez appeared first on Capstone Marketing.
2015-08-1019 minCapstone Marketing Podcast
Capstone Marketing PodcastA Capstone Conversation With Eric MajchrzakCapstone 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 200 CPA firm in the United States. At the recent Association for … Continue reading → The post A Capstone Conversation With Eric Majchrzak appeared first on Capstone Marketing.
2015-08-1000 minCapstone Marketing
Capstone MarketingA Capstone Conversation With Eric MajchrzakHello, 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 200 CPA firm in the United States. At the recent Association for Accounting Marketing (AAM) Summit, Eric was … Continue reading → The post A Capstone Conversation With Eric Majchrzak appeared first on Capstone Marketing.
2015-08-1032 minCapstone Marketing Podcast
Capstone Marketing PodcastA Capstone Conversation With Jessica Leigh LevinHello, 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 a professional speaker, facilitator and author with a passion for connecting people in … Continue reading → The post A Capstone Conversation With Jessica Leigh Levin appeared first on Capstone Marketing.
2015-08-1000 minCapstone Marketing
Capstone MarketingA Capstone Conversation With Jessica Leigh LevinHello, 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 a professional speaker, facilitator and author with a passion for connecting people in … Continue reading → The post A Capstone Conversation With Jessica Leigh Levin appeared first on Capstone Marketing.
2015-08-1019 minCapstone Marketing Podcast
Capstone Marketing PodcastA Capstone Conversation With Michelle GoldenHello, 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 of consulting, she made a bold move and joined … Continue reading → The post A Capstone Conversation With Michelle Golden appeared first on Capstone Marketing.
2015-08-1000 minCapstone Marketing
Capstone MarketingA Capstone Conversation With Michelle GoldenHello, 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 of consulting, she made a bold move and joined … Continue reading → The post A Capstone Conversation With Michelle Golden appeared first on Capstone Marketing.
2015-08-1042 minCapstone Marketing Podcast
Capstone Marketing PodcastA Capstone Conversation with Eric Majchrzak 2018Hello, 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 largest locally-owned CPA firms and a top 200 CPA firm in … Continue reading → The post A Capstone Conversation with Eric Majchrzak 2018 appeared first on Capstone Marketing.
2015-08-1000 minCapstone Marketing
Capstone MarketingA Capstone Conversation with Katie ButlerHello, 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 is responsible for the firm’s marketing plan and strategy, … Continue reading → The post A Capstone Conversation with Katie Butler appeared first on Capstone Marketing.
2015-08-0417 minCapstone Marketing Podcast
Capstone Marketing PodcastA Capstone Conversation with Katie ButlerHello, 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 is responsible for the firm’s marketing plan and strategy, … Continue reading → The post A Capstone Conversation with Katie Butler appeared first on Capstone Marketing.
2015-08-0400 minCapstone Marketing
Capstone MarketingA Capstone Conversation with Rhonda MarazitiHello, 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 marketing officer at WithumSmith+Brown, a firm of 750 staff members in … Continue reading → The post A Capstone Conversation with Rhonda Maraziti appeared first on Capstone Marketing.
2015-08-0223 minCapstone Marketing Podcast
Capstone Marketing PodcastA Capstone Conversation with Rhonda MarazitiHello, 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 marketing officer at WithumSmith+Brown, a firm of 750 staff members in … Continue reading → The post A Capstone Conversation with Rhonda Maraziti appeared first on Capstone Marketing.
2015-08-0200 minCapstone Marketing Podcast
Capstone Marketing PodcastA Capstone Conversation with Katie TolinHello, 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 a whole. I am excited today to be talking with Katie Tolin, … Continue reading → The post A Capstone Conversation with Katie Tolin appeared first on Capstone Marketing.
2015-07-3000 minCapstone Marketing
Capstone MarketingA Capstone Conversation with Katie TolinHello, 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 a whole. I am excited today to be talking with Katie Tolin, … Continue reading → The post A Capstone Conversation with Katie Tolin appeared first on Capstone Marketing.
2015-07-3019 minCapstone Marketing
Capstone MarketingA Capstone Conversation with Laura KuceraHello, 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 January 2015 and manages a team of 15 marketing and business development professionals. She is involved with most … Continue reading → The post A Capstone Conversation with Laura Kucera appeared first on Capstone Marketing.
2015-07-2034 minCapstone Marketing Podcast
Capstone Marketing PodcastA Capstone Conversation with Laura KuceraHello, 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 January 2015 and manages a team of 15 marketing and business development professionals. She is involved with most … Continue reading → The post A Capstone Conversation with Laura Kucera appeared first on Capstone Marketing.
2015-07-2000 min