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DTSTART;TZID=America/Kentucky/Louisville:20260714T113000
DTEND;TZID=America/Kentucky/Louisville:20260714T123000
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UID:9861-1784028600-1784032200@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-2026/
CATEGORIES:New Member Welcome Call
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DTSTART;TZID=America/Kentucky/Louisville:20260715T140000
DTEND;TZID=America/Kentucky/Louisville:20260715T150000
DTSTAMP:20260317T145037Z
CREATED:20251216T150630Z
LAST-MODIFIED:20260317T145037Z
UID:9944-1784124000-1784127600@accountingmarketing.org
SUMMARY:Virtual Campfire: Fueling Growth: Pipeline Strategies That Scale
DESCRIPTION:From niche campaigns to smarter data usage\, marketers are being asked to generate more opportunities without adding headcount. In this campfire\, we’ll crowdsource practical approaches that scale—automation\, evergreen campaigns\, partnerships\, outbound strategies\, and BD alignment that truly works. Bring your best ideas and biggest hurdles for a high-energy conversation on consistent\, predictable pipeline generation. \nWhat is a Virtual Campfire? Pull up a seat and join fellow accounting marketers around the virtual campfire for peer-to-peer conversations about what’s really happening in our firms. These informal\, member-driven sessions are designed as a safe space to share pressing challenges\, compare notes\, and learn from each other’s experiences. Co-hosted by industry veterans\, Kelsey Brewer (CMO at McGuire Sponsel) and Alyson Fieldman (CGO at Stambaugh Ness)\, each virtual campfire features at least one subject matter expert to share their wisdom. \nThere’s no formal presentation – just open\, candid dialogue. Regardless of the topic du jour\, this is your place to ask questions\, swap stories\, and crowdsource solutions with people who truly get it. Open to AAM members at all career levels and in all roles. Come ready to share\, listen\, and leave with fresh perspective\, practical ideas\, and the reassuring reminder that you’re not in this alone. \nSME \nNeil Barrow is the founder of EnabledBD\, helping professional services firms get BD cooking and UndergroundBD\, an online community for business development professionals looking for clarity and community. He’s also the host of ‘I hope this email finds you well’\, a business development podcast interviewing BD leaders and pros where they share stories around what actually works to generate revenue in professional services. \nHe’s a software sales guy that was (fortunately) talked into working in public accounting\, leading origination efforts at 2 different firms for over 8 years. Since then\, he’s worked with dozens of firms to build or enhance their business development function (spoiler: BD is not a soft skill). More importantly\, he is a Certified Cicerone (beer sommelier) and loves connecting with friends and strangers to chat about business development and/or best beers to try. Most importantly\, he lives in Fort Worth with his wife of over a decade and a kiddo who is dominating kindergarten. \n 
URL:https://accountingmarketing.org/event/virtual-campfire-fueling-growth-pipeline-strategies-that-scale/
CATEGORIES:Virtual Campfire
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DTSTART;TZID=America/Kentucky/Louisville:20260722T130000
DTEND;TZID=America/Kentucky/Louisville:20260722T143000
DTSTAMP:20260623T185510Z
CREATED:20260623T185510Z
LAST-MODIFIED:20260623T185510Z
UID:11001-1784725200-1784730600@accountingmarketing.org
SUMMARY:Learning Lab: Building Your BD Plan: A Framework for Marketing & BD Professionals at Accounting Firms
DESCRIPTION:Program Description\nMost marketing and BD professionals at CPA firms are handed a growth goal without a real plan for hitting it. The work ends up reactive: chasing whatever comes up\, responding to partner requests\, and hoping the pipeline fills itself. \nThis session gives you a better way. Neil Barrow and John Atkinson will walk through a practical\, repeatable framework for building a business development plan that fits a small or mid-sized accounting firm. You will learn how to get clear on your role and your firm’s growth priorities\, sharpen the way you talk about what your firm does\, figure out who you should actually be spending time with\, and turn all of it into a plan you can run week after week. \nThis is built for the people who do the work\, not for theory. You will leave with a structure you can put to use right away and the accountability tools to keep it going. \n  \nLearning Objectives\nAfter this session\, attendees will be able to: \n\nClarify their BD role and focus\, including where to spend time across new client acquisition\, cross-serving\, and brand building.\nBuild messaging that connects with real client problems and makes their firm’s differentiators clear.\nDefine an Ideal Client Profile and use it to prioritize targets\, referral partners\, and the right events and networks.\nCreate a repeatable BD plan that covers setting meetings\, running pursuits\, following through\, and qualifying needs.\nUse simple accountability tools like a Good Week Scorecard and a meeting rhythm to stay consistent and track what is working.\n\n  \nSpeakers \nJohn Atkinson | Founder & Managing Partner\, GrowthLogik \nJohn Atkinson is a recognized business development leader and coach with 30+ years of experience helping professional services firms drive sustained\, profitable growth. As the Founder of GrowthLogik\, he partners with CPA and advisory firms of all sizes to design practical growth systems\, build business development capabilities\, and coach professionals at every level. John has held senior leadership roles where he consistently led double-digit growth and built BD programs still in use today. Prior to launching GrowthLogik in 2024\, he started and sold 4 litigation support firms\, spent 11 years as VP of Business Development at Forvis Mazars and later served as Head of Revenue Growth at Fahrenheit Advisors\, where he launched and led the firm’s Sales Advisory Practice. \n  \nNeil Barrow | Founder + Chief BD Officer\, EnabledBD \nNeil started his career in software sales\, but (fortunately) got talked into public accounting\, where he led BD and origination efforts at two different firms for over eight years. Since then\, Neil has worked with over 40 firms to build or enhance their BD functions—proving that BD is not a soft skill. It’s a practical framework\, and when done right\, it develops people and drives results. Beyond Enabled BD\, Neil runs a monthly newsletter for professionals looking to get more BD tactics\, a podcast titled ‘I Hope This Email Finds You Well’ where he interviews BD professionals and leaders sharing strategies and tactics that work for them\, and also runs Underground BD\, an online community for BD professionals looking for clarity\, upskilling\, and support.
URL:https://accountingmarketing.org/event/learning-lab-building-your-bd-plan-a-framework-for-marketing-bd-professionals-at-accounting-firms/
CATEGORIES:Training
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DTSTART;TZID=America/Kentucky/Louisville:20260729T130000
DTEND;TZID=America/Kentucky/Louisville:20260729T140000
DTSTAMP:20260710T133703Z
CREATED:20260710T133703Z
LAST-MODIFIED:20260710T133703Z
UID:11042-1785330000-1785333600@accountingmarketing.org
SUMMARY:AAM High! Webinar: The Expert Engagement Playbook: How to Guide Your Firm’s SMEs to Exceptional Visibility
DESCRIPTION:Building visibility for your firm is a major challenge\, and your experts are key to accelerating it. Yet\, engaging them often feels like an uphill battle against the billable hour. The truth is\, your experts are not avoiding marketing; they’re simply waiting for a guide. Join Austin McNair\, Head of Marketing at Hinge\, and Jory Leeper\, National Industry Marketing Leader at Sorren\, for a session that offers a better way forward. We’ll reframe your role from a content chaser to a trusted mentor\, revealing insights that many firms use to guide their experts from obscurity to prominence. \n  \nSpeakers \nAustin McNair\, Hinge Marketing \nAustin McNair is the Head of Marketing at Hinge where he helps guide clients through the complexities of modern marketing. Central to Hinge’s research and content marketing strategy\, Austin is also the host of Hinge’s podcast Spiraling Up. Austin will be speaking next month at AAM Summit! \n  \n  \n  \n \nJory Leeper\, Sorren  \nJory Leeper is the National Industry Marketing Leader at Sorren\, responsible for developing and executing marketing initiatives that support clients and prospects across all industries. He collaborates with sector leaders and service teams to deliver insights\, thought leadership\, and resources that help clients navigate challenges\, seize opportunities\, and make informed business decisions. \nPrior to joining Sorren\, Jory was a marketing executive supporting a portfolio of industrial and service-based businesses\, where he led strategy and positioning to drive awareness and growth. He also brings extensive experience from his time at a top 10 U.S. public accounting firm\, where he gained deep insight into client engagement\, industry dynamics\, and professional services strategy. \nWith experience in client engagement\, marketing strategy\, and industry events\, Jory ensures that Sorren’s messaging\, programs\, and content are aligned with client needs and market trends. He is passionate about creating meaningful connections and translating expertise into actionable guidance that helps clients gain clarity and confidence in their business decisions. \nOutside of work\, Jory enjoys studying history and exploring the outdoors through backpacking\, canoeing\, and other adventure activities.
URL:https://accountingmarketing.org/event/aam-high-webinar-the-expert-engagement-playbook-how-to-guide-your-firms-smes-to-exceptional-visibility/
CATEGORIES:AAM High Webinar
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