Katie Tolin

Katie Tolin, a veteran marketing strategist and 2023 Volunteer of the Year for the Association for Accounting Marketing, shares insights on the evolving landscape in the accounting industry. She highlights the disruptive influence of private equity and the shift towards wealth management, urging firms to adapt their marketing strategies. Tolin emphasizes the importance of data analytics in client management and explores how marketers can influence growth during staffing challenges. Her candid perspective sheds light on the necessity for proactive leadership in navigating today's complexities.