Working with network leaders on the development and implementation of the global strategy and the continued development of Tax and Advisory business services

Consulting services including marketing and business development process design, event planning, content development, marketing strategy and implementation services.

HLB International is a top 10 global accounting firm network. In this role I had stewardship for member firms in North America and Western Europe. Focused on member engagement, member recuritment and cross border business referral strategy and implementation. Key accomplishments include:$964M of revenue from new member firms added to Western Markets39 new member firms added in North America and Western Europe$11.9M increase in cross-border referral business between member firms Exceeded 2023 strategic goals within budget requirements and ahead of schedule

In this Top 100 US accounting firm, I worked with the industry and service line practice leaders developing internal business systems designed to support firm growth goals. Key accomplishments included:Developed and implemented 5 industry focused practices groupsRedesigned and operationalized the business development curriculum for the firm’s internal professional development program to ensure strategic alignment Designed and implemented response-based marketing and nurture marketing campaigns to support internal business development initiatives

Co-created and developed the first global online community for the accounting profession. Responsible for business operations, staff, technology, partner relations, marketing, membership, and growth. Accomplishments include:Increased online membership to over 15,000 users in three yearsDeveloped an ecosystem of partners to build a library of content, expertise, training and resources for membersConsistently improved online user engagement statistics including new visitors, time on site, page views and bounce ratesRecognized by Accounting Today as a Top New Product 2012

Founding Partner Overall stewardship included firm wide strategic planning, budget development, training and services development, content development, event planning, and business development.Led the strategy and business operations providing outsourced business development and marketing services to mid-sized and large CPA firms across North America.Fostered 10% organizational year over year growthConsistently improved processes through updated technologyMaintained client relationships with Managing Partners at Top 100 accounting firmsDirectly managed 10 plus employees