AAM MINUTE
December 2024: Elevate Your Marketing Game with Strategic Event Planning

Business Development: Firms spend five to six figures a year for their professionals to go to conferences and events. High dollar professionals spend hours traveling and attending these events. Meanwhile, the amount of preparation and follow up leaves everyone asking the question ‘What is the ROI here?’ In this article we are exploring how to set goals for your event, tips for pre and post conference follow up and reporting for leadership on the event.

Beginner’s Guide: Hosting client educational events is a crucial aspect of a marketer’s role at an accounting firm. One unique feature of the accounting industry is the emphasis on offering CPE credits for many, if not all, educational events – but, there are several CPE requirements for marketers to consider. Click here to learn what you need to know about administering CPE events for your firm.

Seasoned Marketer: Accounting firms rely on industry conferences and networking events as an integral part of the marketing mix. These events are important opportunities for the firm’s professionals to grow their network, develop referrals, learn about the latest industry trends and relate the firm’s brand to its unique service offerings. Click here to learn what you need to know about gauging Return on Investment using post-event surveys.

Articles of Interest: Event planning has become a key element of successful marketing strategies, allowing firms to forge meaningful connections with their audiences through impactful and memorable experiences. Whether you are hosting an intimate networking event or a large-scale conference, the right resources can turn a challenging planning process into a smooth and seamless experience. This collection of articles is tailored for marketing professionals looking to refine their event strategies, discover innovative approaches and amplify the impact of their efforts.

Meet a Member: Meet Megan Jones, Marketing and Events Coordinator at HD Growth Partners. In this month’s Meet a Member, Megan shares insights into her firm’s event planning strategies, reveals her “must-know” tip for new accounting marketers, candidly discusses today’s biggest challenges in the field, and describes what game-changing initiative she would pursue with an unlimited budget.

November New Members:

Abbey Kanellakis, GBQ Partners LLC
Andrea Colón-Dávila, RSM Puerto Rico
Anitra Rohrer, RKL LLP
Ann Kidd, Content CPA
Anna Jordan, BRC
Austin Rinker, Forvis Mazars
Ben Wilson, Adams Brown
Brianna Sims, Windham Brannon
Catherine Caldwell, SEK, CPAs & Advisors
Coulter Maginnis, Forvis Mazars
Cynthia Tonet-Stewart, Herbein + Company, Inc.
Erica Koble, Forvis Mazars
Francesca Morales, Forvis Mazars
Frank Vitale, Anchin
Haley Hulett, Forvis Mazars
Jake McCord, Forvis Mazars
Jessica Parker, Forvis Mazars
John Atkinson, GrowthLogik
Julie Driedger, Forvis Mazars
Kate Benicky, Forvis Mazars
Katie Davis, VSH CPAs
Katrina Arona, Meyers Brothers Kalicka, P.C.
Laura Lutton, Abdo
Ryen Salo, Herbein + Company, Inc.
Samantha Scarf, BerryDunn
Steven Maniec, Johnson Lambert, LLP
Tamera Loerzel, ConvergenceCoaching, LLC
Thomas Hoberman, withum