Managing the firm from HR, marketing, IT services, overall client relations, alongside the partners. I am their strategic advocate and process implementor. I am an operations optimizer.

Rootworks is the accounting profession’s premier firm-improvement organization, serving small to mid-sized accounting firms from across the country. I provide one-on-one coaching, leads webinars, and develops resource content to help accounting firm owners and staff create a modern firm. With more than 20 years of marketing and strategic experience in the financial services and accounting industries, she helps business owners with their overall strategy and improves processes so they can create modern, successful and profitable businesses and lives that they can enjoy.

Marketing manager for Froehling Anderson, a leading Minneapolis CPA firm delivering business consulting, tax, audit and accounting services to closely held businesses and not-for-profit organizations.

Development is about relationships, brand and strategy. I identify, cultivate, solicit and steward donor and community relations. I manage the CEAP brand and lead communications and marketing strategies including print, media and website. I develop and implement comprehensive strategy for increasing annual support.

Successfully coordinate, communicate and implement integrated marketing campaigns from direct mail, signage, branch displays, and electronic media that promote corporate brand, increase sales and develop stronger relationships.Responsible for electronic marketing including e-messages and email database, internal communications via internal web portal and update website.Event planner for seminars, parades, expos including redesigning and teaching trademarked youth financial literacy seminar series.CUES Golden Mirror Merit Award recipient for design of direct mail series.Dora Maxwell Social Responsibility Award and Desjardin Financial Literacy Award winner.

Liaison between territory managers, IS, and marketing team to organize and communicate price program data with efficiencies and manage daily set-up of order management system for senior portraits in U.S. and Canada.

Executed all direct mail marketing projects for acquisition and retention of checking accounts, lending products, and deposit growth. Reduced costs by $20K by combining printing projects to achieve volume discounts.Managed $3 million direct mail marketing budget for 15 direct mail programs that drove 3% of checking account sales and 5% loan sales.Direct Marketing Coordinator, 2004 - 2005Communicated information monthly to branches via bulletins and intranet to inform sales reps of direct mailers to drive business to the branch and increase sales and maintained premium gift inventory to ensure JIT delivery for branches in five states. Created same store sales report used by executive management to compare year over year sales, maintained progress reports and filed audit samples.

Managed 7-employee retail bank consistently exceeded minimum monthly sales goals. Made first sale within 6 weeks that surpassed investment goal, and highest in branch history at time. Performed customer service on accounts, received monthly customer service award 4 times.