Marketing Achievement Awards Presented by AAM

Thirty awards for marketing accomplishment were awarded June 14 by the Association for Accounting Marketing at its annual award gala, which features awards in multiple categories: websites, branding, multimedia and maverick marketing.

Expert category judges, including professionals in marketing, advertising, communications and professional services, reviewed and judged 99 entries. Winning entries were recognized for the accomplishment of a specific goal or objective, executing a project strategically, and measurable results.

The categories and winners are as follows:

Advertising

  • Digital Advertising, Faw Casson
  • Paid Content Marketing & SEO Campaign, Anders CPAs + Advisors
  • Print Campaign: Total Spend of $24,999 of Less, Sol Schwartz & Associates PC
  • Print Campaign: Total Spend Above $25,000, Mazars USA LLP

Branding

  • Integrated Branding Programs: Budget Above $100,000, Postlethwaite & Netterville APAC
  • Integrated Branding Programs: Budget Below $100,000, Henry+Horne
  • Logo New or Refreshed, Lindquist LLP

Business Development Initiative

  • Customized Sales Initiative or Approach, Weinstein Spira

Collateral and Content Marketing

  • Announcements/Invitations, William Vaughan Company
  • Blogs, Henry+Horne
  • Brochures, Baker Tilly
  • Integrated PR Campaign, Collins Barrow Toronto
  • Publications and Newsletters, The Wolf Group

Events

  • Budget between $10,000 and $24,999, Henderson Hutcherson & McCullough
  • Budget less than $9,999, Rea & Associates Inc.
  • Budget about $25,000, Freed Maxick CPAs PC

Marketing and PR Campaigns

  • Client Service/Survey, Margolin Winer & Evens LLP
  • Direct Marketing Campaign, Rehmann
  • Integrated Marketing Campaign, Rehmann
  • Non-Technical Published and Featured Articles, Henry+Horne
  • Nurture/Lead Generation Campaign, EKS&H LLLP
  • Recruiting Campaign, Bergan KDV
  • Social Media Campaign, WithumSmith+Brown
  • Technical Published and Feature Articles, Baker Newman Noyes

Video and Multimedia

  • Program Budget above $10,000, WithumSmith+Brown
  • Program Budget below $9,999, Skoda Minotti

Website

  • Project Budget between $10,000 and $24,999, Henry+Horne
  • Project Budget above $25,000, Elliott Davis Decosimo
  • Project Budget below $9,999, BKD LLP

Members Choice

  • Website: Project Budget below $9,999, Whaley Hammonds Tomasello

AAM Announces Marketing Achievement Award Recipients

The Association for Accounting Marketing (AAM), the leading trade association focused exclusively on marketing and business development for the accounting profession, announced the recipients of its individual Marketing Achievement Awards (MAA) June 14 at its annual gala.

The event was held at the MGM Grand in Las Vegas during the organization’s 28th annual conference.

Jamie Thomas

Jamie Thomas

Jamie Thomas was inducted into the AAM Hall of Fame. Inductees must have 10 years or more of service and be known for their outstanding accomplishments as a leader of the association.

Thomas is a past president who helped AAM navigate through challenging times of transition and growth; served as a member and chair for various committees; spoken often at AAM conferences and has always said yes – many times before AAM even asked for help. Thomas happily shares experience with AAM members on many topics including how to get started at your firm, building firm culture, and so much more.

She is the first non-CPA to earn a partnership position with her firm The LBA Group of Jacksonville, Fla., which was acquired by Chicago-based BDO late last year.

Nicole Sterling was named Volunteer of the Year, which recognizes dedication to AAM, involvement on committees and/or special projects, as well as their professional accomplishments.

As chair of the website committee, Sterling, of RSW Accounting and Consulting of Montreal, Quebec, has given tirelessly to her role, whether it’s leading calls or working nights and weekends with other committees to ensure their sections of the website are working properly. From the new profile badges, to launching the marketer’s library, to building new sections and functionality, she’s constantly finding ways to maximize the ways to use AccountingMarketing.org, AAM Connect and the AAM Portal.

Jeshanah McLeod

Jeshanah McLeod

Jeshanah McLeod was honored as Rookie of the Year, which recognizes a marketer on the rise, who demonstrates distinction in the field. The Rookie of the Year shows creativity, initiative and ambition.

McLeod, of Lancaster, Pa.-based Brown Schultz Sheridan and Fitz, was hired as a marketing coordinator in September 2015. Her performance was deemed to be well above the expectations of the firm as she helped to revitalize her firm’s marketing efforts in her first year, which resulted in her title being changed to marketing director in February 2016. Educating the firm on the importance of marketing, this honoree presents initiatives in a way that helps the firm better understand how marketing initiatives benefit them.

Kucera Named AAM’s 2017 Marketer of the Year

Laura Kucera

Laura Kucera

Laura F. Kucera, chief marketing officer at New York-based Citrin Cooperman, has received the Association for Accounting Marketing’s (AAM) 2017 Marketer of the Year award, sponsored by INSIDE Public Accounting (IPA).

The winner was announced by IPA June 14 at AAM’s 2017 Summit in Las Vegas. The Marketer of the Year presentation was the highlight of the 23nd annual gala, which also honors winners of dozens of marketing achievement awards.

Kucera leads strategic marketing, communications and business development strategies for Citrin Cooperman, which is ranked among the top 25 largest firms in the country, according to IPA.

Citrin Cooperman CEO Joel Cooperman, who nominated Kucera for the award, praises her “marketing and business acumen, analytical mindset, motivational leadership skills and innate client-focused approach.” He says that her leadership has contributed to the firm’s significant growth of 17% in 2016, which included the joining of two firms and three new offices in New England, the development of four new consulting practice groups and the restructuring of the firm’s advisory services line.

Kucera led integration efforts for the newly joined firms, developed in-depth marketing and business development strategies for the New England market, formed a new international strategy group and launched a global go-to-market plan with Mark Fagan, MP of the firm’s Norwalk, Conn., office and board member of Moore Stephens N.A.

Kucera played an important role in pulling together a new technology and risk advisory consulting practice. She created a four-hour cross-selling class with Fagan and taught it to more than 100 staff. Finally, Kucera developed an in-house design team and launched a new visual identity for the firm.

“Citrin Cooperman’s brand awareness has grown tremendously under Laura,” says IPA Publisher Kelly Platt. “She’s a great communicator, mentor and morale-builder who has unified all professionals to do their part to grow the firm. She richly deserves this award.”

“I cannot think of a more deserving candidate for this recognition,” Fagan says. “Not only does Laura have a full-scale understanding of marketing principles, she has a deep understanding of the firm’s business goals and works relentlessly to implement strategies to achieve those goals.”

Alan Badey, MP of the Citrin Cooperman White Plains, N.Y., office, says Kucera “gets it.” Her knowledge of the profession, the marketplace and what differentiates the firm “has completely changed the look and feel of Citrin Cooperman both internally and externally,” he says. “She created our brand, ‘Focus on What Counts,’ which says everything about us and everything that our clients have come to expect from us.”

He adds, “Not only is she running our marketing and sales, she is involved with most significant initiatives in the firm – from mergers, to service line restructuring, to staff mentoring and infrastructure upgrades.”

This is the fourth year that IPA has sponsored the Marketer of the Year award. A panel of independent judges, who are themselves leaders in the profession, were selected by IPA to review and score each of the nominees.

BDO International Network Announces New CEO

Keith Farlinger

Keith Farlinger

Keith Farlinger, former CEO of BDO Canada and a member of the network’s Global Leadership Team in the role of CEO Americas, will succeed Martin van Roekel as CEO of the international BDO network.

Martin will step down as CEO Oct. 31, having been in the role for more than six years. During Martin’s time as global CEO, the BDO network has seen impressive growth and development, accomplishing global coverage.

“I am grateful to all BDO firms and their partners and staff for their great cooperation in the past years, supporting the ongoing changes and being very helpful and accommodating in the process of investing and building an even stronger and more successful BDO network – all the time maintaining our unique BDO culture,” says the outgoing CEO, who will continue with BDO in the capacity of vice chairman.

Farlinger was the CEO of BDO Canada for seven years and the Canadian member of the network’s global board from 2008 until 2015. Prior to that he was active for many years as an audit partner in BDO Canada. Immediately after completing his CEO term at BDO Canada, Keith joined BDO’s Global Leadership Team as CEO Americas. He remains heavily involved in the multiple audit innovation and IT developments within the BDO network.

“I intend to continue the same pace of development and level of activity that he has set in motion and trust that I can actively contribute to the further growth and success of the BDO network,” Farlinger says.

The global board’s agreement to appoint Farlinger as the new CEO of BDO International Limited was unanimous.

Lopez Levi Lowenstein Glinsky Joins AGN

AGN is pleased to welcome Coral Gables, Fla.-based Lopez Levi Lowenstein Glinsky (LLLG) as a member.

The firm operates a second office in Homestead, Fla., and concentrates in tax, estate planning, wealth preservation, real property, business valuation, tax controversy and commercial matters. The multi-lingual team works with clients throughout the world, but has particular concentrations in Central/South America and Asia.

The firm completed a merger in January and is growing rapidly. Its concierge-like services and dedication to education have helped LLLG to build an excellent reputation and market niche in international tax. In addition to their work in pre-immigration and high-net-worth tax planning and restructuring, they also specialize in construction and real estate in a variety of countries, AGN says.

“We truly anticipate contributing to the overall knowledge of AGN as an organization, as well as the mutual exchange we will have through growing relationships,” says founder and MP Ray Levi. “We feel that the impressive member profiles, training and exclusivity of AGN is a step above what we have experienced with past associations and are excited about the possibilities.”

“The world is not flat… and AGN is continually growing in international cooperation, business development and technical knowledge,” says Kathy Sautters, North American regional director. “Lopez Levi Lowenstein Glinsky is the perfect example of all three and will be a key player in bringing together our members from all regions.”

AAFCPAs Joins PrimeGlobal

Westborough, Mass.-based AAFCPAs (FY15 net revenue of $24.6 million) announces it has joined PrimeGlobal, the fourth largest accounting firm association in the world.

PrimeGlobal is comprised of more than 300 independent CPA firms in 85 countries, with more than 850 offices worldwide.

As an independent member of PrimeGlobal, AAFCPAs’ clients will benefit from national and global reach with the same seamless coordination offered by a Big 4 or national firm, AAFCPAs says.

“Joining PrimeGlobal allows us to apply our exceptional expertise and value to a wider range of clients in a wider range of situations,” says Carla McCall, co-MP. “We are poised for tremendous growth and excited about the opportunities ahead.”

“We carefully evaluated associations that would be the ideal fit for us and our forward-thinking culture of excellence,” says David McManus, co-MP. “We are confident our alliance with PrimeGlobal will be a winner and create additional value for our diverse current and prospective clients.”

Stambaugh Ness Wins Award For Camaraderie and Team Work

York, Pa.-based Stambaugh Ness was recently awarded the 2017 BDO Alliance USA service award, which honors a member firm that has made significant contributions to the alliance.

During the award presentation, Martin McLaughlin, BDO Alliance USA’s managing director of operations, shared highlights from the winning nominations, referring to the firm as a “trusted partner” that gladly shares its expertise and assistance to other firms. The nominating firms have benefited significantly from the cooperative spirit exhibited by Stambaugh Ness, he said.

Steven Hake, Stambaugh Ness president and CEO, says, “As a member firm of the BDO Alliance USA for more than 12 years we have not only enhanced our client service offerings, but have also benefitted from working one on one with other member firms who share similar goals.”

PrimeGlobal Welcomes New Member Firm in Japan

PrimeGlobal announces the addition of Aoyama Sogo Accounting Firm Co. to the association’s Asia Pacific region.

Tokyo-based Aoyama Sogo Accounting Firm is a leading provider of financial, accounting, taxation and consulting services to local and international companies operating in the Japanese market. The firm was established in 1999 by founding partners Kazuhiro Matsuzawa and Masaki Aguni, the firm’s current CEO and COO, respectively. Their staff of 150 provides one-stop, proactive financial, accounting and taxation services to support day-to-day business operations in Japan. The firm serves more than 500 client companies and organizations engaged in diverse industries around the world.

PrimeGlobal is comprised of over 300 highly successful independent public accounting firms in 85 countries.

Bolar Hirsch & Jennings LLP Joins CPAmerica International

Bolar Hirsch & Jennings of Irvine, Calif., (FY15 net revenue of $12.6 million) has joined CPAmerica International, an accounting association of independent, CPA firms that provides shared best practices, networking opportunities and access to expert resources for member firms.

BH&J was established in 1991 and has grown to over 75 professionals and support staff, providing clients a high level of technical expertise in taxation, as well as delivering value in business and investment matters.

“Membership in CPAmerica International provides significant benefits to our firm and our clients,” says Dave Hirsch, co-MP at BH&J. “We look forward to collaborating with the CPAmerica community for the mutual benefit and advancement of all.”

CPAmerica is a member of Crowe Horwath International, which has members in more than 750 offices in more than 130 countries around the world.

“We are excited to bring Bolar Hirsch & Jennings into the CPAmerica community,” says Alan Deichler, president of CPAmerica. “They now belong to a group that is determined to improve through sharing and where members support each other’s success through discussing best practices, sharing experiences and building professional relationships.”

French Firm, Audit Gestion Conseil, Joins PrimeGlobal

PrimeGlobal has announced the addition of Audit Gestion Conseil to the accounting association’s Europe, Middle East and Africa Region.

Audit Gestion Consei, formed in 1973, has five locations in France. Its main office is in Saint Apollinaire. The firm employs over 75 people, including eight chartered accountants/statutory auditors providing services to approximately 1,700 clients.

Audit Gestion Conseil is member of France Defi, which is the first French group of chartered accountants and approved independent auditors. PrimeGlobal is comprised of approximately 300 highly successful independent public accounting firms in 85 countries.