If you are looking to hone your niche, join us for a three-part panel discussion highlighting three hot trending industry topics: Specialty Tax Services, Wealth Management and Client Accounting Services (CAS). The panelists will provide insight into how you can develop and grow your niche, best practices for developing a specialty niche as well as marketing these niche areas. If your firm has these niche services or any others, join us to hear best practices and how you can apply them in your firm.
About Ryan
Ryan George was most recently the assistant vice president of marketing and communications at 1st Global, where he was responsible for executing growth, sales and marketing strategies. George actively engages in leadership roles in both the financial services and marketing communications communities. He currently serves as chair of the Financial Services Institute’s Marketing, Growth and Development Council, comprised of highlevel sales, marketing and business development executives from across the industry. George is also a member of the Forbes Communications Council, an invitation-only, fee-based organization of senior-level communications and public relations executives.
He has nearly 15 years of experience in the industry, including as an investor representative and a public relations specialist at U.S. Global Investors, a publicly traded natural resources and emerging markets investment firm. He’s spoken at the PR News Media Relations conference, FSI OneVoice, FinCon and Social Media Summit presented by PR News, and been quoted by ThinkAdvisor, The Wall Street Journal, Marketwatch, CPA Practice Advisor, ccounting Today and other leading publications.
About Matthew
Matthew West, Client Accounting Service’s Roadmap Workshop Facilitator at CPA.com, is a strategic advisor for advancing technologies to the tax & accounting profession, with his main goal to help advance the profession in the new digital world. Matthew is appreciative of disruptive technologies and how to best help accounting firms position themselves in emerging opportunities.
About Jason
Jason Jobgen joined BKD in 2002. During his time at BKD, Jason has held several positions in the firm’s Springfield, MO National Office and in the Merrillville, IN cost segregation office. In addition to his sales management responsibilities, Jason oversees BKD’s strategic alliance program, which includes working with over 150 other CPA firms to provide specialty services and leads the firm’s cost segregation and energy efficiency incentive practices.
Jason received a Bachelor of Science degree in finance from Missouri State University in Springfield, MO and has completed numerous post-graduate business development, management and tax courses.