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AAM High! Webinar: From Hype to Practical Application: AI for Accounting Marketers


February 28 @ 1:00 pm - 2:00 pm EST

Are you struggling to effectively use AI in your marketing workflow?

Whether you’re a solo marketer or a member of a marketing team, AI and AI-powered tools should be an essential part of your toolkit. Learning how to use these tools to complete various marketing tasks is the key.

In this webinar, you’ll:

  • Learn how to use AI to tackle specific marketing use cases.
  • Learn advanced prompt techniques to get the results you want.
  • Hear from two marketing colleagues about how they are utilizing AI.
  • Receive a spreadsheet of prompts showcased in the webinar that you can use later.

Leading the webinar is Don Breckenridge, a recognized AI expert, and partner at Marketing by Numbers. Joining Don are Sarah Stage from Insero and Laura Metz from HCVT, who will share how they are using AI in their firm’s day-to-day marketing efforts.

Join us for this fast-paced, value-packed webinar that leaves you with tools you can use right away.


Don Breckenridge | Marketing by Numbers

Don is a partner and co-founder of Marketing by Numbers, the only AI-powered marketing platform designed specifically for accounting firms.

The platform helps firms leverage thought leadership to showcase their expertise, educate clients and prospects, and generate intelligent conversions that result in new engagements. Small firms with no marketing resources can use the hands-off automated service, whereas larger firms are able to utilize the platform’s hands-on features. The result for all firms is a streamlined marketing process that helps drive growth.

Don is also the founder of The AI Advisor, a site where professionals in the accounting industry can learn, share, and connect with others about advances and applications of AI.

Laura Metz | HCVT LLP

Laura Metz is a marketing professional with over 10 years of experience in the accounting industry, focusing on the “people” element of tax, audit, and accounting. She is currently serving as senior growth manager for HCVT, working to develop and implement the firm’s growth strategy, supporting the firm, industry niches, and service lines.


Sarah Stage | Insero

Sarah is the Director of Marketing at Insero & Co. CPAs and has over 15 years of experience helping businesses and nonprofit organizations grow. She works collaboratively with clients and partners to develop effective marketing strategies to help reach their individual goals. Sarah strives to help connect businesses, nonprofit organizations, and government agencies with the right services and providers to meet their needs.



February 28
1:00 pm - 2:00 pm EST
Event Category: