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PDI Global, Inc. is a Chicago-based management and marketing consulting firm that
specializes in working with professional and financial services firms worldwide to address growth, practice management and profitability issues.
A nationally recognized speaker and industry analyst, he has appeared on the CNN, WGN and FOX Television networks and has been quoted frequently in such media as Forbes, Business Week, Newsday, Crain’s Business, BBC World Service, Bloomberg News, Reuters Newswires and USA Today, as well as the New York Times, Wall Street Journal, Washington Post, New York Post, Chicago Sun-Times, Chicago Tribune and Los Angeles Times. He has also spoken nationally and internationally at hundreds of conferences on the topics of leadership, partner compensation, mergers and acquisitions, Human Resources, professional practices,
auto dealerships, assurance services, federal taxes, business valuation, litigation support, fraud and practice management.
Allan is the author of two books for professional services firms: CPA Firm Merger Strategies That Work and CPAs That Sell. He also edited the AICPA’s new book, Marketing a Consulting Niche. Allan is on the editorial advisory boards of Accounting Today, Law Firm Management, the CPA Practice Management Forum, Managing Partner Report and the CPA Leadership Report.
In September, 2005, he was also voted by Accounting Today as one of the most influential people in the profession, a recognition he has received in each of the past six years. Allan was also one of the first inducted into the Accounting Marketing Hall of Fame, by the Association for Accounting Marketing. In October 2004, he was voted by the Leading Edge Alliance as the Most Influential Person in the Accounting Profession. He has also been a recipient of the NACVA Instructor of the Year Award and winner of the Journal of Accountancy Literacy Award. Previously he was recognized by the Illinois CPA Society with the Distinguished Service Award for outstanding service and commitment to the profession.
Allan is a founding member of the Advisory Board, a think tank to professional and
financial services firms. He serves or has served on the board of directors of Outsource Partners International (OPI), BKD Financial Advisors, HRB Business Services and NACVA, and on the AAM Advisory Council. He is an active member of the CEO Club of America, National Speakers Association, Association for Accounting Marketing, Law Marketing Association, American Bar Association and Professional Speakers of Illinois.
Allan graduated from the University of Wisconsin (Madison and Milwaukee) in 1980 with business degrees in accounting and marketing. He lives in Chicago with his wife, Sharon, and his three young children, Jack, Brian and Julia. His hobbies include playing with his children, travel, chess, basketball and reading.
Highly sought for his ability to engage and inspire audiences, Allan enjoys delivering keynote addresses at conferences throughout the professional services industry. His passion is facilitating retreats and providing strategic coaching for CEOs and partners. His specialties include leadership, management, firm profitability, growth, and mergers and acquisitions.