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AAM High! Webinar: Bridging the Gap: Integrating Sales and Marketing for Accounting Firm Success

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May 1, 2025 @ 1:00 pm - 2:00 pm EDT

In today’s competitive landscape, the synergy between sales and marketing is crucial for driving growth and client satisfaction in accounting firms. Join us for an insightful webinar where Rehmann’s business development and marketing leaders share strategies and best practices for seamlessly integrating sales and marketing efforts.
Participants will learn:

  • Best practices for communication
  • The importance of sales enablement
  • Leadership buy-in
  • How collaboration creates growth

Speakers

Holly Shier | Rehmann, Chief Marketing Officer

Holly is Rehmann’s director of marketing. Since joining the Firm in 2012, Holly has positively supported the Firm’s vision to be THE Firm of choice for clients and associates. Holly and her talented team collaborate with leadership to skillfully craft and execute the marketing strategy for the Firm. The team provides world-class service and has won many awards from the Association for Accounting Marketing. Holly and her team are responsible for:

  • Brand management and strategy
  • Developing go-to-market strategies that drive growth for the Firm
  • Creating effective programs, events and thought leadership that provide added value for our clients
  • Supporting the development of industries and niches that allow us to better serve our clients
  • Envisioning and implementing plans for public relations, advertising, voice-of-the-client programs, digital and web presence, and demand generation

Nicole Burgeson | Rehmann, Director of Sales

As a Rehmann Principal, Nikki leverages more than 20 years of experience in sales and leadership to help drive Rehmann’s overall growth. She develops strategy, leads Rehmann’s business development team and spearheads the firm’s sales culture integration efforts by aligning the skills, talent and technical expertise of business advisors with new clients to ensure they receive customized, financially rewarding business solutions.

In addition to identifying opportunities to provide comprehensive accounting and consulting services to companies, organizations and individuals, Nikki personally manages new business development for Rehmann’s Greater Michigan region, including offices in Midland and Saginaw.

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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.