
"Connecting People and Ideas... Turning Ideas into Growth"
Greater New York City Area

"Connecting People and Ideas... Turning Ideas into Growth"
Greater New York City Area
"Connecting People and Ideas... Turning Ideas into Growth."
For professional services firms and the vendors who support them.
Why You Should Join Our Network:
1) Get a free email subscription to our growing knowledge-base of business practices and intentions in the tax, accounting and finance community.
2) Connect with forward-thinking tax, accounting and financial professionals for client referrals, career opportunities, and expertise-sharing.
3) Discover who you know, and who you should know in the profession.
4) Share leads, referrals, management ideas and business opportunities.
Bay Street Group is a closely-held firm providing media, marketing, research, analysis, channel development and practice management consulting services to the tax, finance and accounting communities.
Sample engagements:
· Develop and execute channel development strategies for major manufacturers and service providers.
· Advise on strategic and business operational, growth and succession issues for CPA and law firms.
· Create, launch and transition content-driven e-commerce businesses.
· Create and supervise implementation of marketing plans for launch of new service lines for professional services firms, associations and marketers to the channel.
· Consult and provide facilitation in transitioning companies from one generation to another.
· Conduct and evaluate market research in the development of sales and marketing business plans.
· Develop business plans and communications programs for new product offerings.
Integrated Interactive Market Strategy and Communications Services, including Research, Analysis, Marketing, Editorial Direction, Creative Services, Strategic Planning, Custom Publishing, New Media Product Development, Channel Development and Practice Management.
(Privately Held; 1-10 employees; Accounting industry)
January 2008 — Present (1 year 11 months)
Actionable intelligence for the finance and accounting professions
(Privately Held; 1-10 employees; Management Consulting industry)
January 2004 — Present (5 years 11 months)
Providing to the tax, accounting and finance professions a comprehensive array of strategic management, marketing, and business development counsel and services; including: building alliances, developing new products and services, launching new media, custom publishing, advertising, media relations, public affairs, editorial consulting, publication management, sales management, executive recruiting and coaching, mergers and acquisition, retained search, market research, industry surveys, opinion polls, business and economic forecasting.
(Non-Profit; 501-1000 employees; Publishing industry)
March 2001 — Present (8 years 9 months)
Provide product strategy, editorial development and original content for websites, webcasts, email, books, magazines and newsletters. Author the most widely read weekly commentary in the field. Chief editor of Insider family of email newsletters (monthly circ.: 1 million). Contributing writer to the Journal of Accountancy magazine. Editorial Director of AICPA Custom Media Solutions, a special advertising service. Recruited in 2001 as the founding Director of Online Content for startup-stage CPA2Biz, the marketing services unit of the AICPA; and awarded additional responsibilities at AICPA in 2002 and 2003.
(Management Consulting industry)
2001 — Present (8 years )
(Privately Held; 51-200 employees; Online Media industry)
June 2000 — March 2001 (10 months)
Designed and deployed content strategy, budgets and operations for the Pro2Net family of international Internet websites serving the Accounting, Legal, Financial Services and Human Resources professions. Venture capital investors included Microsoft, VerticalNet and Principal Financial. Created organizational plan, recruited and managed full-time, national staff. Participated in positioning company through pre-IPO stage to private sale. Site continues in operation as www.smartpros.com.
· Designed and positioned content, look and feel to optimize business strategy.
· Executed day-to-day news and editorial content decisions for company media properties.
· Developed new media properties and revenue opportunities with internal and external partners.
· Leveraged high-level contacts within the industry for market and investment community support.
(Public Company; 5001-10,000 employees; Publishing industry)
February 1993 — June 2000 (7 years 5 months)
Planned and directed editorial operations, business strategy and budgeting for all print and Internet products for market-leading business-to-business publishing group in tax and accounting field. Frontline P&L responsibility for building and administering seven-figure budget. Monitored and coordinated with Circulation, Production, Finance and Advertising Sales Management. Reported to Executive Vice President/Chief Operating Officer. Member, corporate management committee. Promoted to Editor in Chief/Associate Publisher, 1997; to Vice President/Group Publisher, 1998.
· Consistently attained or exceeded all key financial and performance objectives.
· Developed effective product positioning strategies based on intensive market research.
· Increased reader interactivity and involvement utilizing virus marketing techniques.
· Gained recognition for publications with targeted public relations strategies.
· Developed and launched multiple new products.
(Publishing industry)
1981 — 1991 (10 years )
Launched new publication (with ancillary products) into professional services field that today dominates its industry. Took food-service industry publication from an also-ran to No. 1 in the market. Transitioned operations during and after sale of property and aggregated related products into cohesive and successful division.
BA , Journalism , September 1974 — June 1979
Continuing Professional Education: American Management Association; Culinary Institute of America; New York University School of Continuing Education in Finance.
Other schools: Stony Brook School (Class of 1974); Pierson High School, Sag Harbor, N.Y.; Hampton Day School, Bridgehampton, N.Y., P.S. 41, Greenwich Village, New York, N.Y.
Helping People Succeed. Professional Services Firms. Growing Businesses. Building Relationships. Connecting People and Ideas. Innovative Marketing. Turning Ideas into Growth. New Media. Launching Startups. Entrepreneurial Ventures. Custom Publishing. New-Product Development. Independent Research. Management Coaching. Objective Analysis. New Technologies. Results-Oriented Solutions. Software Marketing. Editorial Development. Content Management. Executive Leadership. Turnarounds.
NYFWA, AAM, AICPA, FICPA, CalCPA, ISCPAs, OSCPA, NYSSCPAs, NAEA, NRA, ITA,
Widely quoted as expert commentator on the business of finance and accounting, including: Wall Street Journal, New York Times, CNN, Bloomberg. Popular keynote speaker for finance and accounting and media and marketing venues, including American Institute of Certified Public Accountants and the American Society of Business Press Editors.