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UID:8918-1751974200-1751977800@accountingmarketing.org
SUMMARY:New Member Welcome Call
DESCRIPTION:So you’ve joined the Association for Accounting Marketing… Now what? \nJoin us for an open discussion about what it means to be an AAM member at our New Member Welcome! \nThis call will provide an opportunity for you to: \n– Connect with other new members\n– Review member benefits\n– Learn about AAM Connect\, the online members only platform which offers a wealth of tools and information\n– Ask questions and have an open discussion \nWe look forward to connecting with you!
URL:https://accountingmarketing.org/event/new-member-welcome-july-2025/
CATEGORIES:New Member Welcome Call
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DTSTART;TZID=America/Kentucky/Louisville:20250716T140000
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UID:8890-1752674400-1752677100@accountingmarketing.org
SUMMARY:Virtual Campfire: Podcasting for Leads
DESCRIPTION:Discover how podcasting can become a powerful tool for generating leads in the accounting industry. In our next roundtable\, we’ll explore the best practices for creating engaging content\, building a loyal audience\, and converting listeners into clients. This session is perfect for marketing professionals looking to leverage the growing popularity of podcasts to drive business growth. Join us for an insightful discussion and share your experiences with fellow leaders. \n\nAlyson Fieldman\, Stambaugh Ness\nKelsey Brewer\, McGuire Sponsel\nSunny Ricks\, Warren Averrett\n\nSME \nBlake Oliver\, CPA\, is the founder and CEO of Earmark\, an app that offers NASBA-approved CPE for listening to your favorite accounting and tax podcasts. He co-hosts The Accounting Podcast\, a Top 25 Business News show on the Apple charts and the most popular podcast for accountants and bookkeepers worldwide. He has been named one of Accounting Today’s top 100 most influential people and recognized as one of CPA Practice Advisor’s “40 Under 40” in the accounting profession. Blake lives in Scottsdale\, Arizona\, where he enjoys hiking\, swimming\, and cycling.
URL:https://accountingmarketing.org/event/virtual-campfire-podcasting-for-leads/
CATEGORIES:Virtual Campfire
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DTSTART;TZID=America/Kentucky/Louisville:20250724T130000
DTEND;TZID=America/Kentucky/Louisville:20250724T143000
DTSTAMP:20250611T160841Z
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UID:9495-1753362000-1753367400@accountingmarketing.org
SUMMARY:Learning Lab: From Lead to Client: Mastering Lead Qualification & Lifecycle Management
DESCRIPTION:Course Overview: \nThis training program provides a step-by-step approach to qualifying Sales Qualified Leads (SQLs)—those who proactively reach out via phone or submit a “Contact Us” form. By focusing on high-intent inquiries\, participants will learn best practices for qualifying\, identifying\, tracking\, and nurturing leads using a balanced mix of technology and personal interaction. \nThe course emphasizes seamless collaboration across departments\, structured communication\, and robust qualification frameworks to ensure that only truly qualified and engaged prospects advance to firm leaders. \nWhat you will gain:\n\nUnderstand the difference between a prospect\, lead\, a marketing qualified lead (MQL) and a sales qualified lead (SQL)\nLearn to structure an effective SQL qualification process to prevent unqualified leads from reaching firm leaders.\nUnderstand the role of business development and marketing in the sales cycle.\nDiscover how to leverage technology (CRM\, automation\, and robust forms) to streamline lead tracking and communications.\nImprove responsiveness and engagement to boost conversion rates.\nTechniques for nurturing qualified leads\nCreate scalable processes for firms of different sizes.\nIdentify key metrics and tracking strategies to measure lead conversion and marketing effectiveness.\n\nSpeaker\nStacy Dreher | Chief Growth Officer\, James Moore & Co. \nI began my journey in professional services sales and marketing in 2006 in the legal industry\, where I led a growth team at a boutique nationwide firm responsible for bringing in all new business. In 2014\, I transitioned into public accounting as a marketing manager and have since grown into multiple roles\, now serving as the Chief Growth Officer. In this role\, I oversee marketing\, business development\, and segment growth initiatives\, driving firm growth while ensuring that our strategies align with the firm’s long-term vision. \nMy approach to leadership focuses on turning challenges into opportunities—whether that’s enhancing our competitive position\, leveraging technology\, or refining sales and digital marketing strategies. By working closely with firm leadership\, I strive to ensure we not only meet but exceed our growth objectives by building a high-performing team\, driving strategic initiatives\, and adapting to the ever-changing landscape of the accounting industry.
URL:https://accountingmarketing.org/event/learning-lab-from-lead-to-client-mastering-lead-qualification-lifecycle-management/
CATEGORIES:Training,Virtual
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