Marketing Automation Without a CRM? Building Smarter Campaigns with Limited Infrastructure
Release Date: 09/09/2025
Redefining Growth From the Inside Out | Amplify S8E1
Amplify
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...
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The Rise of the Modern Marketer | Amplify S8E4
Amplify
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...
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The Story Only You Can Tell | Amplify S8E3
Amplify
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...
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The AI-Ready Firm | Amplify S8E2
Amplify
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...
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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 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...
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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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