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End of Year Marketing KPIs: Evaluate How Successful 2018 Really Was

END OF YEAR MARKETING KPIS: EVALUATE HOW SUCCESSFUL 2018 REALLY WAS

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 17, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

As 2018 comes to a close, it is important to reflect on what worked (and more importantly what didn’t work!) to grow your firm and reach revenue goals. Marketing reporting is essential in the modern age of digital communications. It is easier than ever to quantify efforts, but wading through different aspects of key performance indicators can get confusing fast. This webinar will help clear up some of the uncertainty and give you the tools to build a data-centric organization that understands the true ROI of your business development efforts. Becoming data-centric now will streamline the future reporting process and give you a powerful strategy for 2019. Understand the complexity surrounding data gathering and the decisions that need to be made to implement a marketing strategy that yields high-value clients.

Learning Objectives

  • What marketing KPIs to assess.

  • Frequency of reporting.

  • Identify where the data is.

  • Power of benchmarking.

  • Tools to help for 2019.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Kacee Johnson

Blue Ocean Principles
Strategic Advisor at CPA.com and Founder of Blue Ocean Principles
[email protected]
6196024821

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With 10 years of hyper-focused experience in accounting technology, Kacee Johnson has forged the way for numerous cloud providers in global market penetration. She is a strategic consultant and speaker on topics including business development, marketing, sales and cloud solutions at Accounting, Business, Legal and Technology conferences globally.

As the Founder of Blue Ocean Principles, a company that assists vendors in strategic market penetration to the accounting profession, Kacee works with both enterprise and start-up tech companies to help them better understand the accounting space, create pragmatic strategies for growth initiatives, and foster community engagement.

In 2018 Kacee joined the CPA.com team (an AICPA corporation) as Strategic Advisor to the Executive team where she works collaboratively with the vendor and thought-leader community. She also helps to develop thought leadership content for mass distribution, and organizes key high-level events for C-suite leaders. 

Kacee has been awarded the CPA Practice Advisor Magazines Top 40 Under 40 award since 2012 with designation under the Top 20 Under 40 Superstar Professionals in 2016 and 2017. She has been a member of the distinguished Top 25 Thought Leaders Symposium group since 2017, and is listed among the Most Powerful Women in Accounting. 

Kacee is a member of the Information Technology Alliance (ITA) and the American Marketing Association (AMA). She lives in sunny Southern California with her husband and daughter, where she is active in cleaning up the beaches, mentoring young professionals, and advocating for women in business and technology leadership roles.

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Geni Whitehouse, CPA.CITP divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley, working with MentorPlus.com to move the profession forward, writing, speaking, and tweeting at EvenANerd.com. Her mission in life is to make boring subjects enjoyable, and she is seldom at a loss for topics.


She is a regular keynote presenter at CPA and Technology conferences around the country. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. In addition, she was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural event.


She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry. She is the author of How to Make a Boring Subject Interesting: 52 Ways Even a Nerd can be Heard, available on Amazon.com.


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About Our Sponsor

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TSheets is a time tracking application designed and engineered for companies across multiple industries that need to track, manage and report time. Utilizing web-based, cloud computing technology that integrates with multiple platforms, smartphones and software programs, TSheets provides a customizable alternative to paper timesheets and punch cards to streamline HR and IT roles for businesses of all sizes—from freelance shops to corporations employing tens of thousands.