Accounting Marketers are consistently being asked to do more with less. However, it is critical to be viewed as an integral member of the leadership team to help your firm grow. Join Kristen Lewis, Director of Marketing at EisnerAmper, LLP and former AAM president, along with Vertical IQ’s David Buffaloe, CMO, and Susan Bell, EVP of Sales, as they discuss ways to use industry intelligence to elevate your role within your firm and gain a seat at the leadership table. You’ll discover how understanding your clients' and prospects' industries (the drivers, latest news, trends, etc.) can help with retention, developing and generating new business, cross-selling opportunities, growing relationships, delivering valuable thought leadership content, and more.
Kristen Lewis is a Director in EisnerAmper’s Marketing Group. With nearly 20 years of experience in professional services marketing, Kristen is responsible for EisnerAmper’s New York and Philadelphia regional marketing efforts, the firm’s National Real Estate Services practice, and firm-wide strategic initiatives such as industry marketing. She works to design and implement strategic growth initiatives, build strong niche practices, foster a positive marketing culture, pursue strategic alliances, and help develop the firm’s next generation of business development leaders. Her other responsibilities include research, event marketing, campaign development and tracking, content development, pipeline management, and media relations.
Kristen has written articles for CPA Practice Management Forum and the Pennsylvania Institute of Certified Public Accountants. She has also spoken on marketing topics at American Institute of Certified Public Accountants (AICPA) and Association for Accounting Marketing (AAM) events. Kristen has prior corporate communications experience in the nonprofit and real estate industries.
Kristen serves as a committee member and task force chair for the Association for Accounting Marketing (AAM), where she previously served as the organization’s President. An active volunteer, she is a past recipient of AAM’s Volunteer of the Year Award. Kristen currently chairs the Marketing Committee for the annual PACT Capital Conference.
Susan Bell is a co-founder and Senior Sales Director of Vertical IQ. After receiving her public relations degree from the University of Delaware, she began her career in marketing with a utility company in the mid-Atlantic. She then spent eight years as a banker in Wilmington, N.C. and ten years as a sales leader with sales intelligence firm, First Research. As Vertical IQ’s Senior Sales Director, Susan is focused on business development, training and generating new business clients. With more than 19 years working in the business intelligence space, she is driven by building long-lasting client relationships, while being a leader of new and experienced salespeople. She is mom of two adult children, and lives in Raleigh but is ultimately a beach girl at heart.
As the CMO David is responsible for delivering marketing programs to drive pipeline and growth for Vertical IQ. He’s been in marketing for more than 25 years and has a specific passion for helping early stage companies grow through integrated marketing and sales development. He was recently featured on the Modern Marketing Engine Podcast where he shared specific strategies to drive marketing results with limited resources. David holds a BA in Business Management with a concentration in Marketing from North Carolina State University. He currently lives in Raleigh, NC with his wife, daughter, son and dog Finley. He spends his free time watching his kids’ sports, fishing and playing tennis.