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Learning Lab: Building a Branded Fleet: Custom Agents for Marketing Teams

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April 28 @ 2:00 pm - 4:00 pm EDT

This hands-on session shows marketing pros how to build branded, reliable, AI-powered helpers that function as digital coworkers. By the end, participants understand what custom agents can do, how to create them, which traps to avoid, and how to work with IT to roll them out firmwide. The capstone: building four practical agents that support daily marketing tasks.

Objectives:

  1. Learn how custom bots, agents, and GPTs support brand consistency, content creation, SEO, and storytelling.
  2. Gain practical guidance on tools, inputs, and IT collaboration.
  3. Complete four bot-build demonstrations and hands-on steps.

About the Speaker

Becky Livingston | Owner/CEO, Penheel Marketing

With 20+ years of accounting marketing experience, Becky Livingston is a seasoned practitioner that embraces learning and knowledge sharing. As a veteran college professor, her courses focus on interactivity, idea sharing, and learning in a fun environment. Additionally, over the past 13 years, she has written four accounting marketing-related books and presented at dozens conferences and webinars. She also writes a monthly marketing blog for CPA Practice Advisor, plus a quarterly article for NJ CPA Magazine. In 2024, she was recognized as a Top 25 Accounting Influencer by Ace Cloud Hosting. Becky is also a 13+ year active AAM member. You can follow Beck’s marketing agency, Penheel Marketing, on Facebook, LinkedIn, YouTube, Instagram, and Pinterest.

 

 

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The Association for Accounting Marketing (AAM) is an association of accounting firm professionals who impact a firm’s growth and sustainability. Members include marketers, business developers, CPAs, firm administrators and businesses that serve the accounting industry. Through industry-leading networking, educational resources and thought leadership, AAM elevates the stature of practice growth, focusing on growing people and, hence, the accounting practices that employ them.