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Welcome back,
Elizabeth
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Elizabeth
Oberg
Senior Manager
eoberg@hhmcpas.com
(423) 702-7223
Chattanooga
Marketing Points Overview
Current Total
146
pts
Required per Quarter
50
pts
Current Quarter: Q4
Q1
57
pts
Q2
56
pts
Q3
146
pts
Q4
0
pts
Progress to Requirement
Quarter Total
0/10
Business Dev
0/10
Technical Skils
0/10
57
56
146
0
63
50
50
Quarterly Marketing Point Leaders
Randy
Dummer
Makayla
Millsaps
Lisa
Tyree
Christina
Dill
Jill
Wynn
Jasmine
Goodwin
Charis
Barnes
Holden
Beauregard
Firm Highlights
New Hires
Asa
Owens
Wealth Advisor
Chattanooga
Birthdays Coming Soon
Leslie
Cabrera
Oct 8
Michael
Vance
Oct 9
Abigail
Bentley
Oct 9
Taylor
Dunagan
Oct 10
Joshua
Cropp
Oct 11
Expense Reports
View All
Next Reimbursement Date
October 9, 2026
PTO Request
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Upcoming Events
View Calendar
Oct
22
Dine and Dash
Cleveland
Oct
27
Dine and Dash
Chattanooga
Nov
5
Dine and Dash
Memphis
Submission History
X
August 26, 2026
BD - Attend a Business Related Networking Event — 5 pts
TS - Create and Teach an Internal CPE — 10 pts
TS - Write an Article for Blogs, Eblasts, or Newsletter — 10 pts
BA - Share HHM Written Article — 2 pts
CR - Present to Client Board — 10 pts
CR - Take a Client to Lunch (Not During Fieldwork) — 5 pts
PD - Participate in Leadership Program — 10 pts
August 27, 2026
TS - Write an Article for Blogs, Eblasts, or Newsletter — 10 pts
TS - Develop an Internal FAQ or Memo on a Topic — 10 pts
September 8, 2026
BD - Attend a Business Related Networking Event — 10 pts
October 6, 2026
BD - New Business Client — 20 pts
BD - Attend a Business Related Networking Event — 20 pts
BD - Attend Industry Trade Show or Convention — 8 pts
TS - Write an Article for Blogs, Eblasts, or Newsletter — 10 pts
CR - Take a Client to Lunch During Fieldwork — 4 pts
CI - Attend Board or Leadership Committee Meeting — 2 pts