Instructors

Judy Bodenhamer

Founder & Managing Director
Client Experience Group
 

CAREER JOURNEY

As the Founder and Managing Director of Client Experience Group™ and Co-Founder of Power Up Professionals, Judy Bodenhamer’s extensive business leadership experience spans over 20 years. Judy spent half of her career at Fortune 50 organizations, with her last assignment being Vice President, leading a ~$200M division, with well over 100 employees. She now leads two boutique consulting and advisory firms working with local, regional, and national professional services firms. Judy brings her experience as fractional Chief Marketing Officer and Business Consultant to professional services firms where she inspires their teams to develop a growth mindset while learning how to leverage the requirements of business growth and market opportunities. She helps firms create business growth plans that embrace a human-centric approach designed to unleash the power of marketing, business development, employee engagement, and client experience strategies to achieve accelerated performance.

WHY THEY'RE SHARING THEIR EXPERTISE AT SUMMIT

Succession is on the mind of firm’s everywhere, but what seems to be missing in the conversation is the client's voice, which needs to be at the center of the succession planning process. We are challenging professionals to rethink how they engage their clients in succession planning and to implement a client-centered approach that includes their perspective while creating deeper relationship capital and mutual commitment to enhancing the client experience. The future of your firm depends on it.

WHEN THEY'RE NOT WORKING YOU CAN FIND THEM...

...Walking her dog Tucker, attending a concert (she's from Cleveland, so she's a rock 'n roller), and trying to do good in our world.

Katie Tolin

Co-Founder | XcelLabs

Katie Tolin is the co-founder of XcelLabs, an AI-first technology, training, and coaching company, where she’s helping transform the accounting profession by elevating advisory skills and preparing accountants to lead in an AI-first world. She is also the founder of CPA Growth Guides, where she serves as a consultant and outsourced chief growth officer, helping firms turn strategy into action across marketing, business development, product innovation, and client experience. A former in-house marketing leader, Katie has built a career developing data-driven, innovative programs that move firms forward. She is a former Accounting Marketer of the Year, one of the Top 100 Most Influential People in Public Accounting, and one of the Most Powerful Women in Accounting. She’s also a Hall of Fame inductee and past president of the Association for Accounting Marketing.

Course Details

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