Carrie Steffen Email and Phone Number
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Carrie Steffen personal email
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I'm an agile marketing, sales and growth expert driven to deliver results. I believe that creating a culture in which everyone feels valued and purposeful is a formula for success. I'm a highly motivated and dedicated marketing and sales executive with decades worth of proven results.Here are some of the outcomes I've delivered:- Led strategic marketing and revenue planning for firms seeking to become more focused and more intentional about revenue generation among different segments (consulting vs tax vs audit vs CAAS services)- Utilized AI tools to improve efficiency and facilitate highest and best use among team members- Coached and developed soft skills among professionals at every stage of their careers - Created internal communication processes/procedures to increase transparency and buy-in and to support change management - Reorganized firm marketing and sales departments to better define roles and deliver what firms need to support their growth strategy- Designed and oversaw national research projects designed to profile and categorize different buyer types for accounting firm services and be more data-driven in marketing- Led accounting firm partners in creating niche practices that encouraged widespread participation, teamwork and contribution to top-line growth- Established systems of measurement, KPIs and reporting that enabled leaders to more effectively manage business development results- Developed and implemented sales team training on the process of identifying and nurturing opportunities- Redefined client experience for a firm to encourage greater contributions from professionals at all levels, increased engagement among the firm's client service teams and grew relationships with the firm's best clients- Designed and executed CX programs including creating a brand pivot to ensure the brand promise was credible, relevant and differentiating
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Chief Executive OfficerIowa Society Of CpasCedar Rapids, Ia, Us -
PresidentThe Whetstone Group Aug 2002 - PresentCedar Rapids, UsAs a founding shareholder it's been a leap of faith to share my passion and knowledge with CPA firms throughout North America. Always eager to share my marketing and sales experience and offer guidance in the form of training, coaching and advisory services to those who are looking for new ways to generate and manage growth. As a business owner I've also learned how to run and manage a successful consulting firm for more than two decades. -
MemberThe Cpa Consultants' Alliance Jun 2012 - PresentThe CPA Consultants’ Alliance (CPACA) is a working group of the accounting profession's most influential and notable thought leaders. We are united in our efforts to further leadership within the CPA profession. Through collaboration, the CPACA offers deliverables and solutions CPA firms can use to advance leadership in their firm. I'm very thankful to be part of such a smart, dynamic, progressive group of professionals as they have become an unwavering part of my professional network. I can count on them to lend me their insights and expertise whenever I ask. -
Treasurer Board Of DirectorsAssociation For Accounting Marketing (Aam) Jul 2017 - Jun 2021Lexington, Kentucky, UsI have had a 20+ love affair with The Association for Accounting Marketing (AAM) and am fortunate to be able to once again give back to the organization as Treasurer for the Association and a Board Member. In 2023 I was inducted into the prestigious Accounting Marketing Hall of Fame in recognition of excellence and commitment to the the accounting marketing profession. I value AAM's focus on education and advocating for accounting marketing professionals as well as their support of innovation within the accounting profession. Some of the most amazing people I know are the friends I've made through this organization. -
Marketing DirectorRsm Mcgladrey Aug 1995 - Jul 2002Chicago, Illinois, UsMcGladrey gave me insight into the opportunities and challenges associated with a career in accounting marketing. During my time as a marketing director in the national marketing office I learned the technical ins-and-outs of marketing tactics, the value of teamwork, how to ask questions, when to listen and how to be heard in a crowded room. I also met and befriended some of the smartest, most inspirational professionals who continue to motivate me to work hard and have fun every day.I was responsible for helping design their firm's national marketing department and later managing a team of marketing professionals nationwide. I was a member of the task force that conducted national research to gather information we then used as the basis of the firm's rebrand. I also collaborated with national consulting and industry practice leaders to create go-to-market strategies and marketing plans for their respective service lines. I was also responsible for working a regional technology practice and specifically designing and implementing lead generation programs to support the business development team.
Carrie Steffen Skills
Carrie Steffen Education Details
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Simpson CollegeOrganizational Communication/ English Literature
Frequently Asked Questions about Carrie Steffen
What company does Carrie Steffen work for?
Carrie Steffen works for Iowa Society Of Cpas
What is Carrie Steffen's role at the current company?
Carrie Steffen's current role is Chief Executive Officer.
What is Carrie Steffen's email address?
Carrie Steffen's email address is ca****@****oup.com
What is Carrie Steffen's direct phone number?
Carrie Steffen's direct phone number is +131944*****
What schools did Carrie Steffen attend?
Carrie Steffen attended Simpson College.
What are some of Carrie Steffen's interests?
Carrie Steffen has interest in Skiing, Cooking, Traveling, Reading, Running, Tennis, Golf, Knitting.
What skills is Carrie Steffen known for?
Carrie Steffen has skills like Direct Marketing, Marketing, Business Development, Strategic Planning, Marketing Strategy, New Business Development, Integrated Marketing, Training, Lead Generation, Services Marketing, Marketing Management, Social Media.
Who are Carrie Steffen's colleagues?
Carrie Steffen's colleagues are Lindsey Haley, Dawn P. Latham, Iom, Cae, Ardis Kelley, Cpa, Katie Shields, Nancy Gion, Hannah Henderson.
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