Approachable Data Nerd. CRM Guru. Author.

Courtney Kearney, CPSM

Known for her love of data, Courtney brings her marketing skills and years of experience to the technical world of databases, processes and numbers. She is a CRM thought leader and co-wrote the book CRM or Die: Manage Your Client Relationships or Perish

As a Certified Professional Service Marketer (CPSM), a contributor to national publications, and a frequent conference, event and webinar presenter, she strives to provide engaging content in the hope of inspiring others to be captivated by CRM and driven by data.

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Problem Solver. Approachable Data Nerd. Excel Guru.

Courtney Vance

With a passion for making data accessible and actionable, Courtney has spent years in the AEC industry developing her expertise in CRM systems and data management. She uses her knowledge, skills and approachable data nerd enthusiasm to help people achieve their goals with data.

One of Courtney’s favorite things to do is transform complex graphic visualizations into compelling narratives so the data informs and inspires. Additionally, it is her mission to share the kind of Excel joy you get from reducing several weeks’ worth of work to a few hours - with a higher level of accuracy than manual effort.

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CRM Nerd. Author. Powered by Cherry Coke Zero.

Chaz Ross-Munro, CPSM

A seasoned customer relationship management (CRM) enthusiast with a passion for leveraging technology to drive business success. With over 16 years of experience working in data management, professional services, and marketing for the AEC and tech industries, Chaz's goal in life is to help companies unlock their growth potential through the power of their customer data

Chaz honed her expertise in the AEC sector, undertaking pivotal marketing and business development roles at industry-leading firms. She has penned two books on AEC Marketing and CRM strategies: Sink or Swim Faster!: Making a Splash in Marketing Professional Services and CRM or Die: Manage Your Client Relationships or Perish.

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Marketer. Trainer. Creative Communicator.

Julie Shaffer, FSMPS, CPSM

As a certified trainer, Adobe Community Expert, award-winning designer, and owner of Shaffer Creative, she aims to help professional services firms define differentiators, develop compelling marketing campaigns, and equip teams to leverage their marketing efforts. 

She has spent over two decades honing her skills to help marketers maximize software tools to expedite content layout without sacrificing good design. 

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Strategist. Passionate Trainer. Strategic Growth Specialist

Kayla McCause, MS, LSSGB, CPSM

Whether playing games or pursuing new markets, Kayla's always two steps ahead of the competition. Her knack for systems thinking and unique blend of skills bring AEC leaders the tools and knowledge needed to grow their influence and bottom line. 

A constant learner, thoughtful communicator, and sought-after trainer, Kayla brings a combination of optimism and objectivity that creates connections and drives results. She has paved the way with creative marketing and business development strategies utilizing various analytic tools and evaluation techniques.  


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Head Bird. Strategic Visionary. Change Agent.

Sarah Kinard

Sarah is a strategic leader shaping growth strategy and research for professional service firms. She is known for breaking complex ideas, strategies, and research into action steps for firms to capture their revenue potential. 

Sarah’s curiosity, empowerment of others, and desire to have fun in everything she does are the hallmarks of how she models the courage to be a Flamingo.

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