Leverage CPA firms to find buyers

  • Session Code:INSM03
  • Description: Navigating marketing inside a CPA firm can be challenging. In this session hear partners talk about how the manage the traditional marketing discipline, align to their industry teams and work across their CPA organization to build their internal referrals.
  • Date:Tuesday, May 25
  • Time:7:30 AM - 8:00 AM EDT
  • Session Type:Breakout session
  • Session Track:Sage Intacct
  • CPE Credit:Not CPE eligible
  • Sage Products:Sage Intacct
  • Sub-track:Sage Intacct: Sales‚ marketing‚ and customer account management
  • Tags:intacct, sales, marketing
Speakers
Lisa White
Sage
Krystal Pertuit
Postlethwaite & Netterville
Brian Dietz
Wipfli
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