The Impact of Marketing on Firm Operations with Kathleen O’Toole, Partner & CMO of PKF O’Connor Davies - Amplify S3E3
Release Date: 10/26/2023
Employee Advocacy at Scale: Building Social Reach Through Strategic Tools
Amplify
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...
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Leveraging Digital Events for Lead Generation
Amplify
In this insightful episode of Amplify!, Meg Hoevener Marketing Manager at McGuire Sponsor, interviews Lindsay Shirling, 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...
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Marketing Automation Without a CRM? Building Smarter Campaigns with Limited Infrastructure
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...
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People, Process, Platform: Aligning MarTech with Firmwide Growth Goals
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...
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Making Your Case: Gaining a Seat at the Table with Courtney Kiss - Amplify S6E8
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...
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Proving Your Worth: Lighting Interviews from AAM Summit 2024 Part 2 - Amplify S6E7
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
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AI in Marketing: Revolutionizing Strategies for Growth with Blake Oliver - Amplify S6E6
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...
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Becoming a Visible Expert: Crafting Content that Proves Your Expertise with Karl Feldman- Amplify S6E5
Amplify
Karl Feldman, a seasoned partner at Hinge disucsses how to navigate today’s competitive landscape, showcasing your expertise is essential for professional services firms With a wealth of experience in content marketing and brand development, Karl has guided numerous firms to elevate their market positioning and achieve thought leadership status. In this episode, we delve into the art of impactful content marketing campaigns. From blogs to whitepapers and videos, discover how these mediums can effectively showcase your firm’s knowledge and the value you deliver. Learn to communicate...
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Proving Your Worth: Lightning Interviews from AAM Summit 2024 Part 1 - Amplify S6E4
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
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One-Person Powerhouse: Self-Advocacy for Solos and Small Teams with Amanda Simmonds - Amplify S6S2
Amplify
Explore the unique challenges and opportunities of being in roles that aren’t always billable but are always valuable. In this episode, Amanda Simmonds, Director of Talent Advisor Services at Spirrall, shares her insights and strategies for effectively advocating for yourself when you’re in a solo role, or a new role. Amanda discusses practical tips for managing workload, gaining leadership support, and showcasing achievements to ensure your contributions are recognized and valued. Whether you're a department of one or leading a small team, this episode provides valuable advice on standing...
info_outlineWelcome to the 3rd season of the Amplify podcast - powered by AAM! This season is all about accounting industry trends and how firms can maximize their growth as they plan for the future.
In this episode, host Angie Grissom, Owner and Chief Relationship Officer of The Rainmaker Companies talks with Kathleen O’Toole, Partner and CMO of PKF O’Connor Davies about the impact of marketing on accounting firm operations.
Kathleen is a multifaceted marketing and communications professional with extensive experience in driving market share and revenue increases at leading financial and professional services companies. You don’t want to miss this insightful conversation and learn from an accomplished accounting firm leader.
About Our Guest:
Kathleen O’Toole is Partner and CMO of PKF O’Connor Davies. She is a multifaceted marketing and communications professional with extensive experience in driving market share and revenue increases at leading financial and professional services companies. Her proven ability to initiate creative marketing, communications and business development programs has delivered immediate results for her firm. She has expertise in both B2B and B2C strategy, analysis and solutioning. She is described as a frequent company “firefighter” with demonstrated success in building and leading teams to achieve and exceed performance objectives. Kathleen is a leader, collaborator, relationship and consensus builder, entrepreneurial, comfortable with ambiguity, persistent, and enthusiastic.
Connect with Kathleen - linkedin.com/in/kathleen-a-o-toole-8947b5a
About Your Host:
Angie Grissom is Owner and Chief Relationship Officer of The Rainmaker Companies. Angie leads the firm in building major strategic alliances and national networks to advance professional services. Her role involves high-level strategy, thought leadership, consulting, and program and curriculum development. She transforms clients’ lives through innovation, goal setting, coaching, training, and accountability development.
Angie is a frequent speaker, writer, and contributor to the profession and is consistently recognized as one of the most influential people in the accounting industry.
Connect with Angie - linkedin.com/in/angiegrissom