True Partners Consulting merged with Baker Tilly US effective November 1, 2022. • Provide strategic marketing counsel to regional office and service line leaders• Own the firm marketing communications function• Manage visual aspects and voice of the brand across media ensuring consistent and appropriate use of marketing assets• Manage the website, email communication, CRM, marketing automation platform and social media channels including LinkedIn, Facebook, Twitter and Glassdoor• Design and implement content and lead generation programs• Support more than ten conferences/events per year, including sponsorship, exhibition, speaking engagements, networking events and follow-up• Suggest marketing and business development training opportunities for future leaders• Present at nationwide staff training events• Deliver quarterly marketing report to MD/Partner group• Serve on special growth initiative committees

LargerPond was a marketing and business development strategy shop that built sustainable structure, process and the first wave of execution for niche leaders or aspiring niche leaders who: - could benefit *greatly* from improved marketing and business development structure,- appreciated the value of marketing,- would have rather been successful than right and,- were nice people.

• Provide strategic marketing counsel to firm Principals on topics including firm & personal branding, thought leadership & content generation, new markets & service line extensions, marketing communications, networking & business development.• Develop and lead a corporate marketing department that strategically supports quality consulting work and long-term relationship building with referral sources.• Work closely with CEO and Principals to craft go-to-market messaging consistent with strategic vision; update visual look of brand in all communication channels to align with message and vision.• Build and implement business development processes to support and nurture revenue producing relationships. Successful implementation of Salesforce.com for 30 users.• Build annual marketing planning process; deliver annual marketing plan and budget.• Manage external marketing, web and public relations partners, ensuring budget compliance and strategic contributions. • Supervise Marketing Coordinator and Research Analyst positions.

• Developed and executed online go-to-market strategies for firm and 7 priority practice areas. • Promoted and protected firm brand online; enforced brand guidelines across practice areas.• Functioned as the e-marketing resource for 40 partners leading over 30 niche practice areas as well as marketing department colleagues.• Managed multiple practice area editorial calendars ensuring quality content creation and deadline compliance. • Created monthly email marketing campaigns using ExactTarget, sent to over 5000 recipients; average Open Rate 25% – 40%. • Maximized traffic to website areas identified as revenue sources; increased Partner Biography traffic by 60% over a six month period. • Created and strategically managed multiple Google AdWords campaigns to “own” niche keywords and drive traffic to our website.• Planned and produced 3 educational webinars in order to position presenters as thought leaders and generate new business leads. • Planned, managed and executed firm’s social media strategy including blogs, LinkedIn and Twitter; created and enforced social media security policy.• Assisted in annual budget creation; responsibly managed financial resources. • Worked closely with and supervised Marketing Database Specialist.

• Developed and launched social media strategy to increase online presence and engage stakeholders through Facebook, Twitter, LinkedIn, YouTube and Yelp.• Developed, branded and executed e-motion 2009, annual fundraiser which raised over $22,000. • Created weekly email marketing campaigns sent to over 3000 recipients.• Engage over 2000 website visitors per month; over 60% new visitors in 2009.• Website data analysis including revenue generation, total visits and referring sites using Google Analytics.

• Provided B2B strategic marketing consulting to over 50 national accounting firms and law practices.• Negotiated $2.2 million dollars in contract renewal revenue during fiscal year 2007.• Directed a cross functional team of 2 production coordinators and 1 graphic designer on client project deliverables.• Managed execution of client projects including newsletters and marketing collateral while working closely with editorial, graphics and production departments on project scope, deadlines and client communication. • Awarded 2006 Marketing Team Member of the Year (six individuals eligible) for process efficiency and demonstrating leadership throughout the organization. • Speaker at the 2007 Association for Accounting Marketing Conference; led session on Xtreme Client Relationship Management-Moving Beyond Retention to Cross-Sell, over 100 session attendees.

• Increased fiscal year 2004 revenue by 5.3%, adding $152,200.• Increased overall client base by 15%.• Directed monthly sales and training presentations. • Built and nurtured relationships with prospects and clients to successfully win referrals.• Supervised and managed 2 creative and public relations firms resulting in successful and mutually beneficial relationships.• Supervised and directed re-branding campaign which resulted in a more focused brand identity, more targeted marketing collateral and segment specific messaging. • Planned and executed firm exhibition at 4 national conferences per year; 3000 person average conference attendance.