Strategic Marketing Partnership Through Change
Helping a team navigate transition while maintaining clarity, consistency, and member trust.
The Ohio Society of CPAs (OSCPA) is a statewide membership organization supporting accounting and finance professionals through learning, advocacy, and community. Their team manages high-impact programs and communications that keep members informed, engaged, and connected.
The Challenge
OSCPA entered a period of significant internal transition — shifting staff roles, updating technology systems, and reworking communication workflows. With so many critical initiatives happening at once, they needed a steady, strategic partner who could ensure continuity, protect quality, and keep member-facing communications running smoothly.
Our Approach
Up10 partnered with OSCPA as an extension of their team, providing stability, expertise, and seamless execution during a high-change period:
Ongoing Support Through Staff Transitions: Maintained uninterrupted delivery of marketing and communications, safeguarding timelines, strategy, and brand quality.
Email System Migration & Workflow Overhaul: Led the transition to a new database by building templates, refining processes, ensuring messaging consistency, and creating checks to prevent communication gaps. The shift was smooth and member-friendly — exactly as intended.
Program & Campaign Execution Across the Portfolio: Supported high-performing communications for:
Learning Connection
Member Curriculum
CPA Takeaways
Leg Up
Corporate Learning Passport
Sponsor emails
Knowledge Hub
Power of Change Conference
Women’s Conference
In-person event marketing
Member Alerts
Whether updating design, refreshing templates, or refining copy, our goal was to ensure every piece reflected OSCPA’s voice, brand, and strategic goals.
Performance-Driven Communication: Emails supported by Up10 consistently ranked among OSCPA’s top performers, with:
Click-through rates: 3–11%
Open rates: 14–45%
The Impact
Preserved communication quality and consistency through organizational change
Improved workflows and processes around email production
Strengthened message clarity, visual consistency, and member engagement
Helped OSCPA maintain member trust by ensuring that no interruptions or gaps were felt externally
OSCPA gained a reliable, experienced partner that stabilized operations, elevated communication quality, and enabled the team to stay focused on strategy and member value.
“Thank you for being such a steady and supportive partner during a year of major transitions. As we wrap our last big live event, it’s clear we couldn’t have navigated it all without your partnership.”
