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[MAP3-1] The Seven Keys to Successful CPA Firm Management

CPE: 2.0 credit hours - Practice Management (Group-Live)

The Seven Keys to Successful CPA Firm Management is a ground-breaking and comprehensive investigation into the critical success factors for today's accounting firm. The Seven Keys is based on research conducted over the past two years including thousands of survey responses and interviews with leading authorities.

The research identifies the best practices and common characteristics that separate the competitively successful firms from the not-so-successful. We call them "The Seven Keys Leaders" and "The Seven Keys Laggards."

Seven Keys Leaders enjoy above-par, even world-class, performance in the generally accepted metrics of practice management, including:

  • revenue growth,
  • profit margins,
  • technical excellence,
  • client satisfaction,
  • staff morale and tenure, and
  • professional reputation and brand value.

Attend this session and learn how your firm can become a Seven Keys Leader.

For those AGN members who cannot attend the NARM in person, this session will be presented via a free live webcast. Contact the Webmaster (webmaster@agn-na.org) for more details.

 

Presented by:

Jean Marie Caragher, President
Capstone Marketing, Inc.

 


Professional Experience
Jean Marie Caragher is an award-winning, recognized industry expert with over 23 years accounting marketing experience. Known as a knowledgeable, experienced, and tenacious marketing consultant to CPA firms Jean uses a practical, relationship-based approach to help CPAs achieve marketing success. Her approach is based upon her experiences as a CPA firm marketing director, a CPA association executive director, and her 12 years of consulting experience since forming Capstone Marketing.

Books / Published Articles

  • Author, Double Digit Growth: Tools From Top Firms
  • Contributing Author, How to Hire a Marketing Director and Make It Work
  • Contributing Author, The Marketing Advantage II: New Ideas on Getting and Keeping Clients

Jean has written or been quoted in more than 80 articles on professional services marketing appearing in Journal of Accountancy, Accounting Today, The Practical Accountant, CPA Practice Management Forum, Bowman's Accounting Report, CPA Marketing Report, Professional Marketing, MarkeTrends, Partner-to-Partner Advisory, and other publications.

Speeches / Training Programs

Jean is a popular and well-known speaker and has made presentations for the AICPA; Association for Accounting Marketing; PDI Global; Association of Accounting Administrators; American Women's Society of CPAs; and, many accounting firm associations and state societies. Jean also conducts a variety of marketing training programs for CPA firm partners and staff.

Honors / Awards

  • Inaugural member, Association for Accounting Marketing Hall of Fame, 2001
  • Association for Accounting Marketing-Marketing Achievement Awards
  • Corporate Identity Package (Firms Under 75 Professionals), 2005
  • Logo Redesign (Firms Under 75 Professionals), 2005
  • Brochure (Firms Under 75 Professionals), 2001
  • Logo Redesign (Firms Under 75 Professionals), 2001
  • Volunteer of the Year, Association for Accounting Marketing, 1999
  • Member, Editorial Advisory Board, CPA Marketing Report, 1995 - 2005
  • Member, Practice Management Editorial Advisory Board, Accounting Today, 1993-2003
  • "100 Most Influential People in Accounting," Accounting Today, 1993

Organizational Involvement

  • Association for Accounting Marketing:
    AAM-MAA Committee, 2008-09, 2007-08
    Past President, Board Member, and Annual Conference Chairperson
  • American Marketing Association, Member
  • Leukemia & Lymphoma Society, Team in Training

Education

  • B.A. degree in Communication Studies, S.U.N.Y. at Oswego
  • M.B.A. degree in Marketing, Hofstra University