AAM High! Webinar: The Beige Wall of Accounting Sales – A Conversation about Standing Out

Too often, accounting firms sound and look exactly alike. The same messaging. The same proposals. The same follow-up emails. In a profession where everyone is trying to build trust, blending in can make it difficult to earn attention, win opportunities, and create lasting client relationships.

The strongest business development professionals take a different approach. They know that meaningful growth comes from building authentic relationships at every stage of the buyer journey—from earning the first introduction and staying memorable throughout a lengthy pursuit to differentiating during the proposal process and strengthening relationships long after the engagement begins.

In this interactive discussion, experienced business development leaders will share practical strategies, candid lessons learned, and creative approaches that help firms stand out in a crowded market. You’ll leave with actionable ideas for opening more doors, creating memorable buyer experiences, strengthening competitive pursuits, and turning new clients into long-term advocates.

Speaker

Stefania DeMarco | Managing Director, Clients & Markets at Uniqus

At Uniqus, Stefania is the Managing Director, Clients & Markets, based in New York, USA. She leads the go-to-market agenda and client development efforts for the US, with a strong focus on private equity sponsors and their portfolio companies as well as organizations and corporations across various sectors, connecting them to the firm’s capabilities in finance transformation, governance, risk, sustainability, and tech-enabled and AI-enabled solutions.

Stefania DeMarco is a Certified Public Accountant (CPA) and holds an MBA, with nearly 20 years of experience in the professional services and consulting industry serving clients across the United States and globally.

She has deep experience in business development, go-to-market strategy, and client coverage across financial services, private equity-backed, and middle-market organizations. Over her career, she has built and scaled growth teams, worked closely with client service leaders, and supported sustained, multi-million-dollar revenue growth.

Moderator

Angel Morgan | Chief Business Development Officer, Cherry Bekaert 

Angel is an inspiring, solutions focused sales leader with a people first, anything is possible mindset. Angel has over 20 years of innovating within the professional services and public accounting organizations. As the Chief Business Development Officer for Cherry Bekaert, she is providing year over year explosive growth in surpassing team revenue by over 100%. Cherry Bekaert is a thriving, rapidly growing private equity backed top 25 accounting and consulting firm that is committed to making a difference for our people, clients, and our community.

At Cherry Bekaert, Angel is focused on reimagining new ways to drive growth in a competitive environment with specific goals towards building a scalable motivated sales function that results in high performing teams.