Owner, Golden Practices Inc - speaker, educator, facilitator, advisor
Greater St. Louis Area
Owner, Golden Practices Inc - speaker, educator, facilitator, advisor
Greater St. Louis Area
2 more...
Work exclusively with professional service firms including CPA & Chartered Accounting firms, law firms, wealth advisors, and law and accounting firm associations.
> develop and execute long- and short-term strategies (marketing & operational)
> facilitate retreats, planning and project meetings
> reporting and accountability management
> specialty and niche practice marketing
> website and blog strategies, training, and/or design
Certified Professional Facilitator (CPF)
Strategies, marketing, facilitation, market research. website and blog development, personal or individual marketing plans, incentive plans, proposal systems, 360 degree performance evaluations, DiSC profile administration, customer surveys, client advisory boards, events, industry or service niche marketing programs, direct marketing, content development, copywriting, editing, design, collateral, advertising.
(Management Consulting industry)
July 2009 — Present (5 months)
Working exclusively with CPAs, Lawyers, Financial Advisors and associations of the same.
Practice focus: meeting and retreat facilitation, management consulting, marketing strategy, blog and social media training & consulting, and website strategy consultation.
People, great service, facilitation, teaching, technology, gadgets, books, genealogy, scrapbooking, camping, wine, chocolate.
> VeraSage Institute - Senior Fellow
> Association for Accounting Marketing (AAM) 1996-2000 board member/officer - founder and administrator of AAM Discussion List - past conference co-chair and member of various committees
> International Association of Facilitators (IAF) - 2006-2007 board member and U.S. Regional Representative
> 2007 Association for Accounting Marketing Marketing Achievement Award (AAM-MAA) for Niche Development/Promotional campaign
> 2006 Association for Accounting Marketing Marketing Achievement Award (AAM-MAA) for website (client Briggs Bunting & Dougherty)
> 2001 Volunteer of the Year - Association for Accounting Marketing