You know the people and companies who could double your practice. But how well do they know you? Use PIE to create the one-to-one relationships with decision makers that will drive growth in your firm. Using a proprietary database, and a decidedly human touch, PIE helps put your experts in front of those they can most help. Since 2001, PIE professionals have been helping large and niched professional services firms build communities across finance, accounting, human resources, strategy, energy, IT, innovation, engineering, real estate, law, supply chain and procurement.

Virtual Roundtables

Our flagship service, PIE surrounds your managing directors with potential clients by hosting peer exchanges of those executives with whom you hope to engage. Phone-based to drive high participation rates, virtual roundtables earn your practice leads the right for deeper in-person engagement as you add value to those you most want to serve over time. You handpick the executives and clients with whom your teams most want to work. We recruit (always with a phone call and never using spam or any sort of mass solicitation), interview uncovering unmet needs, brief your stakeholders and facilitate best practice conversations the executives find compelling. Your practice leads sit at the center of the interactions as host of the network and are positioned as trusted advisor to the group, helping them and you break into new markets, turbo-charge a growing practice area or sustain authority in a market you already dominate. Summaries and whitepapers based on generated insights are available. Case Study

Summit Support

Driving CXOs to events can be like herding cats, and often feels impossible. PIE specializes in sending out invitations, reaching out by phone to follow up and politely but persistently driving attendance. We also moderate panels and roundtable discussions around top-of-mind issues, driven by pre-event interviews. Event planning, summaries and whitepapers based on generated insights are available. Case Study

Corporate Dining Seminars and Events

Breaking bread with new clients can solidify relationships and lead to new business. PIE reaches out to target executives to drive attendance to your breakfast, luncheon and dinner events. Use PIE to turn up the volume on the substance of a dinner, lunch, or breakfast by hosting a panel or best practice conversation. We recruit key participants, pre-interview attendees and facilitate this part of your agenda. Event planning, summaries and whitepapers based on generated insights are available. Case Study

Research

Creating timely and insightful thought leadership that drives content marketing is a challenge. To ensure the message resonates with your client base, PIE produces qualitative research by recruiting key executives to participate and interviewing them to drive insight-based research papers. Teams also use PIE to produce spotlight interviews for use in periodicals, newsletters, and as part of social media strategies. PIE can generate the raw material for your writers or write world-class whitepapers on your behalf using our expert writing staff. Case Study

Podcasts

Be the star of your own podcast. We arrange the interviews, pre-interview subjects for substance, coach you on how to interview subjects and then record, edit and produce a podcast built around interviews with your subject matter experts and industry leaders. To learn more, please contact Paul Quigley at pquigley@profitableideas.com.

Business Development Training

Your best and brightest are not necessarily your strongest sellers. PIE offers workshops for groups of key practice leads on how to best grow their book of business based on the idea that selling expertise is different than selling products. Firms use PIE to train “next generation” partners in how to systematically drive business development using reputation, relationships and referrals. Learn how we think about selling professional services. To learn more, please contact Jacob Parks at jmparks@profitableideas.com.

Advisory Board Management

Feedback is key to crafting compelling service offerings. Use PIE to get the most out of your advisory board. PIE interviews members on a regular schedule, moderates useful interactions and generates reports that enable you to mine key insights and keep your team in the know. To learn more, please contact Matt Ulrich at mulrich@profitableideas.com.

Speaking

Invite us to speak before your partner group, high potentials or company offsite. We specialize in galvanizing around growth goals using examples and techniques drawn from consulting and professional services firms. To learn more, please connect with Tom McMakin at tmcmakin@profitableideas.com and visit the website for his new book: How Clients Buy (https://howclientsbuy.net).

Ann Kieffaber

former Managing Director, Accenture and IBM
“As a Managing Director and Practice Lead in several of the biggest professional services firms, my priority was to deliver high strategic value to as many clients as possible. PIE makes it easy. CXO peers learn from each other and from thought leaders in a structured dialogue, the content of which they have had input in crafting.”

We have strong experience hosting executive communities; explore our depth within the categories below:

  • Executive Directors Community – Cancer Centers
  • Lead Directors & Chairs – F100
  • Chair of Audit Committee
  • Chief Compliance & Risk Officers – Asset Management Firms, North America
  • Chief Compliance Officers – F350, Global
  • Chief Risk Officers – F500 Financial Services, Regional Northeast
  • VPs of Risk – F500, North America & Europe
  • Director of Governance Risk and Compliance- Western US Companies
  • Chief Strategy Officers – F500, Global
  • Chief Strategy Officers – F500, North America
  • Heads of Leadership Development – F500, North America
  • Women Leaders in STEM – Revenues of $2B and above, North America
  • Women Entreprenuers – State of Montana
  • Chief Financial Officers – AMLAW 100-200
  • Chief Financial Officers – F250 North America
  • Chief Financial Officers – F500, Global
  • Chief Financial Officers – Global 100 Law Firms
  • Chief Financial Officers & Chief Human Resources – Insurance Industry Specific, Largest 50 companies
  • Partners – Investment Firms, North America
  • Chief Financial Officers – Larger than $1B Automotive Suppliers, Detroit/Midwest
  • Internal Audit Directors – Retail – Major Retail Companies in Canada
  • Internal Audit Directors – Retail – Major Retail Companies in North America
  • Chief Financial Officers – Mid-sized Industrial Manufacturing Companies
  • Controller/Director Sarbanes-Oxely – North America
  • Venture Capitalists – Private Equity Firms
  • Chief Financial Officers – Public Companies, Revenues between $300-$600MM
  • Chief Financial Officers – Regional Banks, National
  • Chief Financial Officers – Russell 2000, North America
  • Chief Risk Officers – Russell 2000, North America
  • Heads of Revenue Assurance – Telecom Industry, International
  • Internal Account Executives
  • Internal Audit Directors – Aerospace Defense and Auto
  • Heads of Tax – Asia-Pacific Region
  • Internal Audit Directors – Chemicals & Manufacturing
  • Heads of Tax Compliance – Europe
  • Chief Tax Officers – Europe
  • Chief Tax Officers – F250, North America
  • Head of Controversy (Tax) – F500, Global
  • Tax Directors – F500, Global
  • Vice Presidents of Finance – F500, North America
  • Heads of Tax – Large Asset Management Firms
  • Chief Tax Officers – Sovereign Wealth and Pension Funds, North America and Europe
  • Heads of Operations – Global
  • Chief Procurment Officers – Global, Client Classification for Accenture Diamond and Foundation
  • Heads of Logistics – Oil and Gas Industry, North America
  • VPs of Land – Oil and Gas Industry, North America
  • Executive Directors – Tolling Operations, North America
  • Chief Operating Officers – Top 400 Asset Management Firms, North America
  • Heads of Ticketing/Fair Collection – Transit Agencies, North America
  • VPs of Generation – Utilties, North America
  • Heads of Ticketing/Fair Collection – European Transit Agencies
  • Chief Operating Officers – F500, Cross Industry, Global
  • Chief Operating Officers – F500, Global
  • Chief Supply Chain Officers – F500, Global
  • Heads of Digital – F1000, North America and Europe
  • Heads of Digital Transformation – Global
  • Heads of Digital Care and Transformation – North America and Europe
  • Chief Human Resources Officers – F1000, Global
  • Heads of Shared Services – F1000, US
  • Chief Human Resources Officers – F500, Global
  • Heads of Compensation & Benefits – F500, US
  • Heads of Talent Acquisition – Revenues of $2B and above, North America and Europe
  • Heads of Talent Management – Revenues of $2B and above, North America and Europe
  • Leaders of HR in MT – State of Montana
  • Vice Presidents of Human Resources
  • Chief Information Officers – AMLAW 200, North America
  • Chief Information Officers – F1000, Cross-Industry, Global
  • Chief Information Officers – F1000, North America
  • Chief Information Security Officers – F1000, North America
  • Heads of Smart Grid & Electric Utility – F500
  • Chief Information Security Officers – F500, Financial Services firms in North America & EMEA
  • Chief Information Officers – F500, North America
  • Chief Information Security Officers – F500, North America and Europe
  • Chief Information Security Officers – Financial Services, EMEA
  • Chief Information Officers – Global 100 Law Firms
  • Chief Information Security Officers – Healthcare Consortiums, US
  • Chief Information Officers – Larger than $1B Automotive Suppliers, Detroit/Midwest
  • Chief Information Security Officers – Larger than $1B Automotive Suppliers, Detroit/Midwest
  • Chief Information Officers – Regional Banks, North America
  • Chief Information Officers – Russell 2000, Global
  • Chief Information Officers – Universities, North America
  • Heads of Marketing – “Merchants of Cool” (Cool Lifestyle Brands), North America
  • Customer Service and Digital Leaders – Asia-Pacific Region
  • Heads of Sales Training – Cross Industry, North America
  • Chief Customer/Branding Officer – Electric Utility Companies, North America
  • Chief Marketing Officers – F100, North Amercia
  • Chief Marketing Officers – F1000, Cross-Industry, Global
  • Heads of Customer Experience – F1000, North America
  • Heads of Global Marketing – F50 Company, Internal Employees
  • Chief Marketing Officers – F500, North America
  • Heads of Advertising – F500, North America
  • Heads of Customer Loyalty – F500, US
  • Heads of Sales Training – Internal 3M Sales Team, North America
  • Chief Marketing Officers – Mid-market Professional Services firms, US
  • Retail & Service Industry – Mid-market, National
  • Chief Marketing Officers – Mid-size Banks, US
  • Heads of Customer Care, Experience, and Contact Centers – North America and Europe
  • Director of Marketing – Retail & CPG Companies, Chicago
  • Marketing Executives
  • Chief Learning Officers, VPs of HR, VPs of Talent and Development – 5000 Largest Companies
  • Heads of Learning and Development – Cross Industry, North America
  • Chief Learning Officers – F1000, North America
  • Heads of Innovation – F500, Global
  • Heads of Learning – F500, North America
  • Heads of Strategy, Innovation, and Operations – International Energy Value Chain
  • Chief Innovation Officers – Largest Companies in Atlanta
  • Chief Innovation Officers – Largest Companies in Dallas
  • Heads of Innovation – North America
  • Heads of Open Innovation – North America and Europe
  • Heads of Learning
  • Heads of NPDI
  • Learning Officers
  • Chief Medical Officers – Large to mid-sized healthcare organizations North America
  • General Counsel
  • Heads of Non-profit Fundraising

 

What community can we build for you?