For the people who own
the firm's growth number.
CMOs, marketing leaders, business development partners, and the people accountable for brand, demand, and new client acquisition — building modern growth functions inside firms that historically grew on referrals alone.
- Modern firm marketing — content strategy, brand, SEO, thought leadership, and what actually moves pipeline in a professional services context.
- Sales motion, partner enablement, and pipeline management — building a business development system that doesn't depend on a few rainmakers.
- Pricing, packaging, and proposal economics — how firms that win present their value and close at the right margin.
- Client experience, retention, and net revenue retention — keeping the clients you have and growing what they spend.
- Niche and vertical positioning — how to stand for something specific and build a pipeline around it.
- Marketing measurement — which metrics actually tell you if your investment is working.
Every Marketing & Growth session includes a working block on AI and technology — AI in content creation and demand generation, marketing automation and the modern growth stack, using AI to sharpen targeting and pipeline, and how AI changes the economics of building a marketing function inside a CPA firm.
Two working sessions per year — focused, agenda-driven, peer-led — plus a dedicated Marketing & Growth track at the annual Insight summit and async member discussions in between.
CMOs, marketing directors, business development partners, and anyone accountable for the firm's growth number. If your job is creating demand, building the brand, or enabling the partners to sell, this is your Council.