Episode Details

Strategic thinking, curiosity, and innovation can turn traditional marketing roles into firm leadership opportunities.

Gear Up for Growth
With Jean Caragher
For CPA Trendlines

In a special episode of Gear Up For Growth, host Jean Caragher hands the mic to guest facilitator Sarah Dobek, president of Inovautus Consulting, to lead an inspiring conversation about career opportunities in accounting marketing.

Joining the panel are four powerhouse leaders whose diverse journeys showcase just how far the profession has evolved:

Gear Up for Growth spotlights the best strategies for smart and efficient growth in today's competitive landscape. More Gear Up for Growth here | More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More CPA Trendlines videos and podcasts here

• Julie Tucek, Marketing Director at Legacy Professionals;
  
  
• Eric Majchrzak, CEO of BeachFleischman;
  
  
• Carrie Steffen, Co-founder and President of The Whetstone Group, Recently announced as the next CEO of the Iowa Society of CPAs; and
  
  
• Jamie Thomas, Principal, Growth and Marketing at BDO USA
  
  

Together, they offer a behind-the-scenes look at how accounting marketing has transformed from simple communications and event planning to a strategic, growth-driving powerhouse within firms—and where it's heading next.