Welcome back,

Joseph

Joseph

Burd

Manager

jburd@hhmcpas.com

423-541-2029

Chattanooga

Marketing Points Overview

Current Total

0

pts

Required per Quarter

50
pts

Current Quarter: Q4

Q1

57

pts

Q2

54

pts

Q3

63

pts

Q4

0

pts

Progress to Requirement

Quarter Total
0/10
Business Dev
0/10
Technical Skils
0/10
57
54
63
0
14
20
50

Quarterly Marketing Point Leaders

Matthew
Shepherd
Randy
Dummer
Makaylah
Ariazi
Shelby
Brady
Caroline
Daniel
Alicja
Suit
Anna
Stroud
Makayla
Millsaps

Firm Highlights

New Hires

Ella
Gordon
Client Service Associate
Chattanooga

Birthdays Coming Soon

Katherine
Roberts
Oct 30
Kourtney
Moore
Oct 31

Expense Reports

View All

Next Due Date

November 4, 2026

Submit Expenses

Next Reimbursement Date

November 10, 2026

PTO Request

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Upcoming Events

View Calendar

Oct

27
Dine and Dash
Chattanooga

Nov

5
Dine and Dash
Memphis
Submission History
X

October 9, 2026
BD - Take a Prospect to Lunch or Breakfast — 10 pts
BD - Send Article of Interest With a Note — 4 pts
TS - Speak at a Non-HHM Hosted Seminar — 10 pts
TS - Come Up With an Article Topic — 5 pts
TS - Speak on Topic at a Recruiting Event — 5 pts
BA - Attend HHM Recruiting Activity — 6 pts
BA - Follow Up and Stay Connected with a Recruit — 4 pts
BA - Share HHM Written Article — 6 pts
CR - Coordinate a BRN or Value Add Meeting — 5 pts
CR - Uncover an Additional Service for Existing Client — 5 pts
CR - Suggest a BRN or Value Added Firm — 3 pts
Admin Panel