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Welcome back,
Mark
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Thank you for your patience as we continue updating HHM Connect. We are finalizing new pages, formatting improvements, and a new rewards submission portal. Please refrain from reporting outdated marketing points or nonurgent website errors until we announce that proofing is open. Contact Tommy only if you are unable to access an important or time-sensitive form or page.
Marketing Points Overview
Current Total
0
pts
Required per Quarter
75
pts
Rewards Program is still under construction.
Q1
0
pts
Q2
165
pts
Q3
0
pts
Q4
0
pts
Quarterly Marketing Point Leaders
Betsy
Henson
Elizabeth
Bunner
Randy
Dummer
Anna
Stroud
Makaylah
Ariazi
Nathan
Nowell
Lisa
Tyree
Tommy
Marino
Community Highlights
Dine and Dash
New Hires
Welcome to the team,
Nichole
Birthdays Coming Soon
Expense Reports
View All
Next Reimbursement Date
August 25, 2026
PTO Request
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Upcoming Events
View Calendar
Sep
17
Something Social | MEM
Memphis
Sep
18
Something Social | CHA/CLE
Chattanooga
12:00 PM
Sep
22
Dine and Dash
Pensacola
Oct
22
Dine and Dash
Cleveland
Oct
27
Dine and Dash
Chattanooga
Submission History
X
- Attend a marketing seminar - 2 points | Lunch & Learn 05/17
- Reach 100 connections on LinkedIn (2 points for every 100 connections up to 500) - 2 (x2)
- Attend a business-related networking event, during work hours - 1
- Provide new or changed business card info for marketing mail - 1 (x2)
- Send a referral to Bookkeeping Solutions or Wealth 5
- Send follow-up email to new contact after seminar or event - 2 points (x2)
- Attend a business-related networking event, after work hours - 3 points (x2)
- Go to lunch with an affiliate company employee or get 5 clients they work that are prospects for you - 2 points
- Attend client, prospect, or referral source seminar - 2 points
- Ride Along - Take a staff with you to a biz dev meeting with prospect or referral - 5 points
- Follow HHM CPAs on Facebook (one time event) - 1 point
- Follow HHM CPAs on LinkedIn (one time event) - 1 point
- Attend recruiting activity - 2 points: Assist recruit 2 new tax staff
- Post or share HHM content on your personal social media page (max 50% of total points for quarter) - 1 (x5)
- Your picture gets posted by marketing team to HHM's social media - 2 points (x2)
- Present at a recruiting event - 5 points: HHM Experience partner presentation
- Take a client to lunch, not during fieldwork - 2 points
- Suggest a BRN or value-add firm to a client - 5 points: Edith Morgan Wealth Mgmt
- Uncover an additional service for an existing client - 5 points
- Join a professional organization - 1 point: TSCPA Tax Committee
- Serve on a board or leadership committee for professional or civic organization (Awarded after you attend first meeting) - 5 points (x2)
- Attend board or leadership committee meeting for professional or civic organization - 2 points (x5)
- Update profile on BDO Alliance Portal (annually) - 3 points
- Prepare and speak at in-house CPE - 5 points: Tax CPE presentation
- Speak at a HHM hosted seminar for clients, referrals, prospects, etc - 5 points
- Attend a business-related networking event, during work hours - 1
- Provide new or changed business card info for marketing mail - 1 (x2)
- Send a referral to Bookkeeping Solutions or Wealth 5
- Send follow-up email to new contact after seminar or event - 2 points (x2): Send emails to Regions and First commerical bankers
- Attend a business-related networking event, after work hours - 3 points (x2)
- Go to lunch with an affiliate company employee or get 5 clients they work that are prospects for you - 2 points
- Attend client, prospect, or referral source seminar - 2 points: Easley Contractors
- Ride Along - Take a staff with you to a biz dev meeting with prospect or referral - 5 points
- Follow HHM CPAs on Facebook (one time event) - 1 point
- Follow HHM CPAs on LinkedIn (one time event) - 1 point
- Attend recruiting activity - 2 points (x2): Assist recruit 2 new tax staff
- Post or share HHM content on your personal social media page (max 50% of total points for quarter) - 1 (x5)
- Your picture gets posted by marketing team to HHM's social media - 2 points (x4)
- Present at a recruiting event - 5 points: HHM Experience partner presentation
- Take a client to lunch, not during fieldwork - 2 points: Pat James
- Attend marketing seminar at HHM - 2 points
- Prepare and speak at in-house CPE - 5 points: Tax CPE presentation
- Send a referral to Bookkeeping Solutions or Wealth - 5 points: work with Richard on Benson bookeeping work
- Attend a business-related networking event, after work hours - 3 points: Boys and Girls club event with Darren
- Coordinate a BRN or value-add referral meeting with a prospect or client - 5 points: Expediter meeting with Erica
- Your picture gets posted by marketing team to HHM's social media - 2 points: Tax Grand Ribbons opening
- Serve on a board or leadership committee for professional or civic organization (Awarded after you attend first meeting) - 5 points: Page Robbins
- Attend board or leadership committee meeting for professional or civic organization - total points: 6
- Attend marketing seminar at HHM - total points: 2
- Attend a team meeting - 1 point (x2): tax dept meetings