Marketing Community Meeting: Think Like a CMO (Before You Have the Title)

Overview

You don’t need the title to think like a CMO, but you do need the mindset.

In many CPA firms, marketing leaders and professionals are asked to drive growth without always having a seat at the leadership table, the right data, or clear direction. So how do you bridge that gap?

In this session, we’ll challenge how you think about your role and show you how to operate more like a CMO, no matter your title or firm size.

You’ll learn how to:

• Prioritize what actually matters to partners and firm leadership
• Move from “doing marketing” to influencing growth decisions
• Simplify the metrics conversation and focus on what moves the needle
• Build credibility and strategic alignment inside your firm

Whether you’re a team of one or part of a larger marketing function, you’ll leave with practical ways to elevate your role—and a clearer lens on how to contribute at a higher level.