Instructors
Allison Schlegelmilch
CAREER JOURNEY
Allison Schlegelmilch brings two decades of experience in helping build and grow brands, spending the last 10 years in professional services marketing. She loves the challenge of helping elevate the role of marketing in the accounting profession by being a true trusted advisor to her team at Central PA-based RKL and continually exploring new ways to expand brand relevance, the client experience and alignment within her firm. In 2022, Allison was honored with the AAM Marketer of the Year Award.
WHY THEY'RE SHARING THEIR EXPERTISE AT SUMMIT
Over the past four years, Allison has worked alongside RKL's CAS leaders to help build the fastest-growing segment of her firm. In 2022, RKL made the bold move to create a wholly-owned but separate entity dedicated to accounting, HR and payroll outsourcing. Allison has been instrumental in launching this new brand while designing its growth and marketing strategy. She’s excited to share some lessons learned during this phenomenal growth and change at her firm and throughout the industry.
WHEN THEY'RE NOT WORKING YOU CAN FIND THEM...
Seeing bands, buying Lululemon leggings for her teen daughter, walking dogs, doing yoga, reading books and listening to SmartLess
Edward Warren
CAREER JOURNEY
Ed has spent more than 25 years in sales, marketing, and business development roles in professional services firm. Seven of those year were spent at Top 200 and 100 CPA firms, SEK and PBMares. Typical marketing duties like proposal responses, web development projects, and developing content marketing strategies were part of those roles. During his tenure at PBMares he developed a passion for client advisory services (CAS). His true passion is helping CAS practice achieve profitable growth. That’s why his current role as Partner Development Manager at Sage Intacct is such a great fit.
WHY THEY'RE SHARING THEIR EXPERTISE AT SUMMIT
Ed believes the CAS has the potential to become the leading advisory service at CPA firms. Since CAS is still a relatively new offering, many firms have struggled to effectively define, productize, and price this new service. Because there’s no busy season with CAS, it has the potential to provide greater work-life balance than traditional compliance services. With the advent of CAS 2.0, practices have the potential to take the trusted advisor designation to the next level.
WHEN THEY'RE NOT WORKING YOU CAN FIND THEM...
...Running, cooking, volunteering, or on Orient Beach in St. Martin
Course Details
For Distributors
Distributors may purchase multiple copies of packages to distribute to learners, and follow their progress. Bulk discounts are below.
| Quantity | Price per voucher |
|---|---|
| 1+ | $0.00 |