Amplify: Season 8 Episode 1Redefining Growth From the Inside Out Live from AAM Summit 2025

In an episode packed with actionable ideas, fresh perspectives, and real-world exampls of how accounting firms are redefining growth in 2025, Mike Jones and Sam Pagel sit down with some AAM attendees in May 2025.

• Keith Ferrazzi shares how "teamship" breaks down silos and fuels firmwide collaboration.
• Jason Blumer discusses intentional scaling and the structures service businesses need to grow with purpose.
• Kristen Lewis explains how her team transformed marketing operations with Monday.com.
• Mark Jamnick reframes business development by shifting the mindset from selling to caring.

If you're ready to rethink how your firm grows, collaborates, and serves clients in 2025, this is the episode you won't want to miss.

Amplify: Season 8 Episode 4The Rise of the Modern Marketer Live from AAM Summit 2025

From solo marketers to DEI champions, today's accounting marketers are redefining their roles—mentoring, upskilling, and becoming internal influencers who drive change. In this episode of Amplify, recorded live at the AAM Summit, we explore how modern marketers are expanding their impact across firms.

You'll hear from:

• Bonnie Buol Ruszczyk on the MOVE Project, DEI leadership, and talent insights
• Cassy Clayman on building capacity and influence as a marketing team of one
• Jeremy Shen on using data and reporting to enable behavioral change and growth

If you're ready to move beyond traditional marketing and become a strategic force in your firm, this conversation is for you.

Amplify: Season 8 Episode 3The Story Only You Can Tell Live from AAM Summit 2025

Great marketing isn't about spin — it's about proof. In this episode of Amplify, recorded live at the AAM Summit, we explore how firms are building credibility through storytelling, testimonials, brand voice, and positioning. From showcasing client success to crafting authentic narratives, these conversations reveal why the strongest differentiator is the story only you can tell.

You'll hear from:

• Joe Kovacs on leveraging testimonials and local SEO to boost trust
• Kelsey Brewer on using podcasts to create human connection and transparency
• Jeshanah Fox on leading a rebrand that sparks cultural change and client confidence
• Chris Camara on messaging CAS services through real client pain points

If your firm is ready to move past jargon and show clients the story only you can tell, you won't want to miss this conversation.

Amplify: Season 8 Episode 2The AI-Ready Firm Live from AAM Summit 2025

Artificial intelligence isn't a distant future—it's here, reshaping how accounting firms operate today. In this episode of Amplify, recorded live at the AAM Summit 2025, Mike Jones and Cassy Clayman sit down with industry leaders to explore what it means to become an AI-ready firm.

You'll hear candid insights from marketers who are moving beyond the hype and operationalizing AI to support marketing and business development:

• Alice Grey Harrison on forming AI committees and building strategy
• Josh Woods on leveraging HubSpot, CRM adoption, and smart automation
• Mike Jones on using technology to scale business development and deepen relationships
• Laura Metz on repurposing content and layering AI tools for maximum impact

Whether you're curious about automation, governance, or how to make AI work for your firm without overwhelming your team, this conversation delivers actionable ideas and real-world examples.

Social media is no longer optional—but making it strategic is where the real value lies. In this episode of Amplify!, host Meg Hoevener sits down with Becky Weiand, Marketing Manager at Rea, to explore how her firm successfully implemented Clearview Social to drive employee advocacy. From culture-first content to gamified sharing and role-based feeds, Becky walks through the tools, analytics, and lessons learned over four years of refining their social strategy. Tune in to learn how to elevate firm visibility and individual thought leadership while simplifying the ask on busy professionals. For more Amplify episodes and to learn more about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify

In this insightful episode of Amplify!, Meg Hoevener Marketing Manager at McGuire Sponsor, interviews Lindsay Sherrill, a seasoned marketing leader from Schneider Downs, about the strategic shift her firm made in webinar platforms—from GoToWebinar to ON24. Lindsay shares candid stories from the trenches, including technical hiccups, CPE delivery challenges, and the growing demand for on-demand learning. She explains how ON24's automation, customization, and analytics capabilities helped Schneider Downs scale their webinar program, improve attendee experience, and streamline internal processes. Listeners will gain actionable advice on:

• Choosing the right webinar platform for your firm's needs
• Managing presenter adoption and training
• Leveraging webinars for both client retention and business development
• Enhancing engagement through video, chat, and interactive widgets
• Using analytics and follow-up strategies to maximize impact

Whether you're hosting your first webinar or refining a mature program, this episode offers valuable lessons and inspiration for accounting marketers looking to amplify their reach. For more Amplify episodes and to learn more about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify

What happens when your firm is ready to scale its marketing engine—but doesn't yet have a unified CRM? In this episode of Amplify!, host Meg Hoevener sits down with James Kuch, Digital Marketing Specialist at Yeo & Yeo, to talk about building a robust automation strategy in HubSpot, even when infrastructure isn't fully in place. James walks through the creative ways his team supports multiple service lines and brands under one marketing platform—from list segmentation and email workflows to internal campaigns, digital advertising, and social scheduling. You'll also hear lessons learned from transitioning off Constant Contact, how to integrate other platforms using HubSpot's Operations Hub, and what to prioritize when bandwidth is tight. Whether you're a solo marketer juggling multiple tools or part of a firm evaluating your next MarTech investment, this episode offers tactical takeaways for building smarter, leaner campaigns. For more Amplify episodes and to learn more about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify

Many firms invest in marketing tools without first aligning people and process. Marketing by Numbers took the opposite approach—and it's paying off. In this episode of Amplify!, host Meg Hoevener is joined by Jamie Miller, Senior Manager of Firmwide Growth, and Don Breckenridge, Director of Growth, to explore how firms are using MarTech stack to fuel strategy, not just execution. From optimizing Salesforce and Pardot to training servers on lead data, Jamie and Don emphasize the importance of building cross-functional alignment before layering in new tools. You'll hear how their team builds in automation, supports firmwide accountability, and evaluates new platforms against clearly defined goals. Whether you're leading a solo function or scaling a full marketing department, this conversation offers valuable insight into setting your tech stack—and your team—up for long-term success. New boost

For more Amplify episodes and to learn more about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify

In this episode, we explore methods for demonstrating marketing ROI to firm leadership with insights from Courtney Kiss, Chief Operating Officer at Johnson Lambert. With a rich background in marketing, business development, and human resources, Courtney shares her expertise on effective communication of the financial impact of marketing efforts. As the current President of the Association for Accounting Marketing (AAM), she brings a wealth of knowledge in strategic presentations and detailed reporting. Discover how to not only showcase ROI but also elevate your influence within the organization, securing a seat at the leadership table. Explore creative campaigns that have proven success, with case studies of innovative marketing initiatives that highlight their strategic approaches and tangible value to clients and firms.

For more Amplify episodes and to learn more about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify

Join Mike Jones from Resound at The Association for Accounting Marketing Summit 2024 as he interviews attendees.

For more Amplify episodes and to learn more about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify

In this episode, we explore how Artificial Intelligence (AI) is reshaping the marketing industry. Our guest, Blake Oliver, a CPA and CEO at Earmark, shares his personal experience in leveraging AI for various marketing tasks. He discusses how AI-driven technologies have optimized customer insights, personalized campaigns, and predicted consumer behavior with remarkable precision. We delve into the practical applications of AI in marketing automation, content creation, and targeted advertising, shedding light on successful AI implementations. Blake also touches on the ethical considerations and data privacy safeguards associated with AI use. He emphasizes the strategic advantages of integrating AI to enhance marketing ROI and maintain a competitive edge in today's digital marketplace.

For more Amplify episodes and to learn more about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify