AAM MINUTE
July 2026: Technology and Digital Transformation
Seasoned Marketer: Firms are investing in AI faster than their people are adapting to it. That gap, between adoption on paper and adoption in practice, is where marketing’s next mandate lives. For the seasoned marketer who feels stretched thin, this era of technological upheaval isn’t one more thing to manage. It’s the opportunity to step into the firm’s most strategic seat. See how marketing’s role is evolving from campaign executor to culture and growth leader in this article.
Business Development: Digital transformation has introduced powerful new tools that are helping proposal teams work faster and more efficiently than ever before. Yet many firms continue to face pressure to deliver highly customized proposals under increasingly compressed timelines. This month’s article explores why improving the proposal process requires more than technology alone and often begins long before a proposal request is ever submitted.
Beginner’s Guide: It’s mid-year, and those plans for comprehensive campaigns and energizing content calendars are starting to come to a screeching halt. Approvals delay, priorities pivot and out of office replies drive wedges in your content engine. Need a reinvigoration of your content approach? We’re breaking down Sam Pagel and Cassy Clayman’s presentation from AAM Summit to give your engine a boost!
Articles of Interest: Technology is reshaping every aspect of the accounting profession, with artificial intelligence (AI) clearly at the forefront. To help you keep pace, we’ve rounded up 10 timely resources from trusted industry organizations, technology leaders and professional services experts for this month’s Articles of Interest.
Meet a Member: Stacy Dreher is the Chief Growth Officer at James Moore & Co. in Gainesville, FL. Learn more about Stacy and her department’s digital transformation in this month’s Meet a Member.
June New Members
Abby Ford, Avail CPA
Annie Chamberlin, REDW
Crystal Cavender, Edwards & Associates
Ella Weber, Larson Gross
Emily Angelli, Johnson O’Connor Feron & Carucci LLP
Jeff Augustine, Astute Review
Lili Sargsyan, Calibre CPA Group
Nancy Gleb, Lopata, Flegel & Company LLP
Samantha Olschanski, Elliott Davis
Sophia Lattimer, Katz, Sapper & Miller, LLP
