When speaking for groups of CPAs I make sure the program is interactive and entertaining. I know that even my mother wouldn’t want to sit and listen to me talk without interruption!

It’s my job to provide you with ideas and to get you to think about your firm’s marketing program. My presentations are enhanced by sharing experiences and learning from each other.

Feedback received on evaluation forms rate my presentations with an average score of 4.5 out of 5 in overall program quality and 4.7 out of 5 in delivery! Contact me to discuss how I can contribute to the success of your next meeting or conference.

Public Speaking Experience:

• CPASNet.com 14th Mid-Year Meeting, “Fine to Famous: CPA Firm Marketing Best Practices,” “How Accounting Marketing Will Change in the Next Decade,” and “Winning Proposals and Presentations,” November 3, 2007
• Progressive Business Audio Conferences, “Proven Strategies to Grow Your CPA Firms,” October 30, 2007
• Virginia Society of CPAs, Tidewater Chapter, “Marketing Activities That Get Results,” October 24, 2007
• Association for Accounting Marketing, “What Managing Partners Want From Their Marketers,” June 6, 2007
• Virginia Society of CPAs, Tidewater Chapter, “Build Your Business by Working Your Network,” September 6, 2006
• AICPA/Northstar Accounting Marketing Forum, “Marketing on a Shoestring – How to Get the Biggest Bang for Your Marketing Budget,” January 13, 2006 and November 11, 2005
• North Carolina Association of CPAs, “Manage Your Marketing for Increased ROI,” November 15, 2005
• Association for Accounting Marketing, Minnesota Chapter, “Building a Marketing and Sales Culture,” November 8, 2005
• IOMA, “Building Your CPA Firm: The Bottom Line on Branding” audio conference, speaker and moderator, September 21, 2005
• AICPA Advanced Annual Tax Retreat, “Marketing Issues,” July 25, 2005
  Association for Accounting Marketing, “Marketing Planning: What Marketers Can Learn from the Three Little Pigs,” June 9, 2005
  • Georgia Society of CPAs, Southeastern Accounting Show, "Who Moved My Marketing Plan?," August 2004
• Association for Accounting Marketing, “Fine to Famous: CPA Firm Marketing Best Practices,” June 10, 2004
• AGN International, “Marketing Programs for Business Valuation Services,” May 24, 2004
• Association for Accounting Marketing AAM High! Virtual Learning Series, “Aligning Your Marketing Stars – Getting the Most Out of All of Your Partners” with Harvard Professor Jay Lorsch, audio conference, moderator, May 18, 2004
• Association for Accounting Marketing, Philadelphia Chapter, “The Power of Branding,” January 6, 2004
• Association for Accounting Marketing, “The Trusted Advisor with David Maister” audio conference, moderator, November 6, 2003
• Legal Marketing Association, Richmond-Hampton Roads Chapter, “Develop a Marketing Plan Using the Marketing Audit Approach,” October 2, 2003
• IOMA, "Best Practices in CPA Firm Marketing" audio conference, moderator, August 2003
• The International Group of Accounting Firms, "Branding" and "How to Be a Smarter Marketer," June 26-27, 2003.
• Practice Development Institute, "Let Your Little Light Shine: Leading Through Marketing," February 5, 2003, panelist
• LMA-Birmingham, "How to Achieve Double Digit Growth," November 14, 2002
• MSI, "The Power of a Professional Services Brand," October 21, 2002
• Inpact Americas, "Creating Targeted and Timely Marketing Messages", June 11, 2002
• Association for Accounting Marketing, "The Marketing Audit Process" and "Marketing Activities That Get Results," June 5-7, 2002
• Alliott Group, "How to Achieve Double Digit Growth," May 17, 2002
• CPAmerica, "Developing Your Niche" and "How to Network Effectively," May 14, 2002
• PDI's Seventh Annual Marketing and Sales Directors Forum, "How to Develop Strategic Marketing Plans That Will Help Your Practice Groups Grow," January 31-February 1, 2002
• Association for Accounting Marketing, New York City Chapter Meeting, December 5, 2001
• IA International, North American Conference, November 6, 2001
• Polaris International, Leadership Development Program, November 5, 2001
• Polaris International, Marketing Fly-In, October 5, 2001
• Association for Accounting Marketing, June 20-21, 2001, "Developing/Implementing Effective Marketing Plans"
• Moore Stephens North America, Inc., June 19, 2001, "Double Digit Growth"
• TAG International, June 19, 2001, "Double Digit Growth," "Niche Marketing," and "The Future of Accounting Marketing"
• American Women's Society of CPAs, June 14, 2001, "20 Terrific Ideas to Help You Become a Smarter Marketer"
• American Institute of Certified Public Accountants, June 13, 2001, "20 Terrific Ideas to Help You Become a Smarter Marketer"
• The Network of Leading Law Firms, June 2, 2001, "The Future of Law Firm Marketing"
• AGN - North America, May 21, 2001, "Double Digit Growth and Its Relation to Marketing in 2001"
• Clifton Gunderson, May 16, 2001, "Forget Business As Usual: How Accounting Marketing Will Change in the '00's"
• Moore Stephens Tiller LLC Partner Retreat, May 2, 2001, "Charting Your Course to Marketing Success"
• American Bar Association, March 22, 2001, "Rainmaking and Marketing for Business Lawyers," Panelist
• PDI's Sixth Annual Marketing and Sales Directors Forum, January 25-26, 2001, "Forget Business As Usual: How Accounting Marketing Will Change in the '00's"
• Moore Stephens International Limited Biennial Conference, September 2000, "Unifying the Moore Stephens Approach to Marketing"
• Accounting Firms Associated, inc., May 1999, "All New Proposals for Auditing Clients"
• The Virginia Group of CPA Firms, November 1998, "Practice Development Through Client Service," "Marketing Non-traditional Services," "Marketing Director Success Strategies," and "Building Relationships Through Networking"
• Association for Accounting Marketing, June 1998, "Proposals ... Presentations ... Pizzazz: Making the Most of Every Opportunity"
• Accounting Firms Associated, inc., June 1998, "All New Proposals and Presentations: Opportunity's Knocking"
• Association of Accounting Administrators, Atlanta Chapter, November 1996, "How Administrators Can Help a Firm's Marketing Program"
• Moore Stephens International Limited, October 1996, "The Status of Moore Stephens North America, Inc."
• Association for Accounting Marketing, June 1996, "Creating Winning Marketing Programs"
• Associated Accounting Firms International, June 1996, "Furthering Your Niche Marketing Strategy"
• Association of Accounting Administrators, Atlanta Chapter, January 1996, "Marketing 101"
• Management Summit '93, January 1993, "Getting the Most from Your Marketing Program," panelist
• Association of Accounting Marketing Executives, Inc., May 1992, "Advanced Marketing Techniques"
• American Women's Society of CPAs, Atlanta Chapter, June 1991, "Marketing from the Trenches," co- presenter
• Association of Accounting Marketing Executives, Inc., May 1990, "Advanced Marketing Techniques"