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
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Katherine
Roberts
Oct 30

Kourtney
Moore
Oct 31
Expense Reports
View All
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
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