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DTSTART;TZID=America/Kentucky/Louisville:20261008T150000
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CREATED:20260803T125858Z
LAST-MODIFIED:20260915T212058Z
UID:11131-1791471600-1791475200@accountingmarketing.org
SUMMARY:Webinar: Elevating the Client Experience by Enhancing Executive Functioning Skillsets
DESCRIPTION:Executive functioning (EF) is a term gaining traction across education\, organizational strategy\, and leadership conversations\, and for good reason. In this session\, we’ll explore why executive functioning matters in public accounting specifically\, and how marketers can use this lens to improve communication\, timing\, and effectiveness across the client experience. \nWe’ll examine how human behavior intersects with the environments and systems we design\, and how thoughtful structure and support can improve both individual performance and organizational regulation. In today’s accounting firms\, marketers are increasingly called on to act as translators\, planners\, and problem-solvers. Understanding these dynamics requires a blend of strategy\, psychology\, and systems thinking to meet the evolving demands of the modern workforce and client base. \nWhat does this look like in practice? Consider the difference between ease\, clarity\, and shared responsibility versus avoidance\, miscommunication\, and reactive behavior driven by constant urgency. These patterns are easy to recognize\, but far more challenging to shift. That’s where awareness and intentional design come in to build foundational skills and frameworks that are flexible\, scalable\, and aligned with the expectations of today’s firm leaders and next-generation clients. \nThis session positions executive functioning not as an HR concept\, but as a business lever. When firms reduce friction\, improve follow-through\, and create more predictable client interactions\, they save time\, reduce rework\, and protect margins while also addressing the very real pressures of stress and burnout that affect teams across the profession. \nUltimately\, this is an investment in internal infrastructure that pays dividends externally. By streamlining workflows and strengthening the client experience\, firms can increase efficiency and compliance without relying on outdated incentive models. The shift doesn’t happen all at once\, but it does start with consistently applying intentional habits\, one decision at a time. \n  \nSpeaker\nBrandee El-Attar: Award winning Assistant Professor of Human Services at Goldey Beacom College\, Ted X Speaker\, Best Selling Author\, Executive Functioning Coach\, Founder of Luminary Leadership Co.  \nBrandee is a dynamic and forward-thinking leader with 25+ years in human services\, dedicated to empowering students\, parents\, and communities. As a keynote speaker\, workshop facilitator\, and college educator\, she brings authenticity\, energy\, and practical insights to every engagement. Passionate about creating positive cultures and being a change agent for good\, Brandee bridges the gap between knowledge and real-life application. With expertise in behavioral principles\, motivation\, and best practices\, she fosters collaboration\, inspires growth\, and creates lasting impact across industries through her meaningful\, high-quality work. \nOn a personal note\, Brandee strives to live a life that is brimming with love\, light\, and meaningful experiences and she is dedicated to personal growth\, continual improvement\, and positive change. She routinely bucks the status quo and believes deeply in purposeful parenting. She is an avid lover of books\, coffee\, chocolate\, inspirational quotes\, gardening & exploring the great outdoors with her family. She is also a passionate writer about “all things parenting and personal growth”. Brandee lives in Landenberg PA with her husband Karee\, her three children (Caleb\, Owen & Sophee) and golden retriever (Copper) and ragdoll kitty (Malcolm).
URL:https://accountingmarketing.org/event/webinar-elevating-the-client-experience-by-enhancing-executive-functioning-skillsets/
CATEGORIES:AAM High Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260916T130000
DTEND;TZID=America/Kentucky/Louisville:20260916T134500
DTSTAMP:20260915T212546Z
CREATED:20260819T131203Z
LAST-MODIFIED:20260915T212546Z
UID:11179-1789563600-1789566300@accountingmarketing.org
SUMMARY:Celebrating Our Members: Wins\, Challenges & Lessons Learned
DESCRIPTION:September 16\, 2026 at 1:00 – 1:45 pm Eastern Time (US & Canada) \nJoin us during Member Appreciation Week for a candid conversation about the wins\, challenges and lessons shaping accounting growth professionals in 2026. \nAAM’s 2026 Business Developer of the Year and Hall of Fame Inductee will share perspectives from their own careers and experiences\, including what’s working\, what’s challenging them and what they’ve learned along the way. \nThen\, we’ll open up the conversation to you. Come ready to share what’s happening in your world\, hear how your peers are navigating similar challenges and exchange ideas you can take back to your firm. \nThis informal\, interactive event gives members an opportunity to learn from one another while celebrating the community that makes AAM special. \n  \nSpeakers \n\nMelissa Lingo\, Business Development Manager\, James Moore & Co. \n2026 Business Developer of the Year \nMelissa Lingo has built a career around one simple passion: bringing great people and great opportunities together. As Business Development Manager at James Moore & Co.\, she pairs 25 years of sales and business development experience with contagious energy\, curiosity and a love for the construction industry. Named AAM’s 2026 Business Developer of the Year\, Melissa knows relationships matter—and as a certified sommelier\, she also knows the best ones\, like great wine\, only get better with time. \n 
URL:https://accountingmarketing.org/event/11179/
CATEGORIES:AAM High Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260910T130000
DTEND;TZID=America/Kentucky/Louisville:20260910T140000
DTSTAMP:20260810T190819Z
CREATED:20260810T190819Z
LAST-MODIFIED:20260810T190819Z
UID:11151-1789045200-1789048800@accountingmarketing.org
SUMMARY:AAM High! Webinar: The CX Advantage: How Client Experience Powers Performance and Profitability
DESCRIPTION:Client experience is no longer a soft skill. It is a measurable business driver. This session explores how firms that intentionally design and deliver exceptional client experiences achieve stronger client retention\, deeper relationships\, increased revenue\, and greater profitability. Participants will learn the key components of a successful CX strategy\, discover how to connect client experience initiatives to business outcomes\, and gain practical insights for creating meaningful experiences that differentiate their organization and drive long-term growth. \nSpeaker\n \nJen Hertzig \nJen Hertzig is a Principal at Pinion leading Brand and Client Experience. She helps drive firm growth by connecting client insights\, experience strategy\, and brand development to create stronger client relationships\, increase retention\, and deliver measurable business impact \n 
URL:https://accountingmarketing.org/event/aam-high-webinar-the-cx-advantage-how-client-experience-powers-performance-and-profitability/
CATEGORIES:AAM High Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260827T130000
DTEND;TZID=America/Kentucky/Louisville:20260827T140000
DTSTAMP:20260804T145850Z
CREATED:20260804T145850Z
LAST-MODIFIED:20260804T145850Z
UID:11133-1787835600-1787839200@accountingmarketing.org
SUMMARY:AAM High! Webinar: The Beige Wall of Accounting Sales - A Conversation about Standing Out
DESCRIPTION: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. \nThe 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. \nIn 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. \n  \nSpeaker\nStefania DeMarco | Managing Director\, Clients & Markets at Uniqus \nAt 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. \nStefania 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. \nShe 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. \n  \nModerator\nAngel Morgan | Chief Business Development Officer\, Cherry Bekaert  \nAngel 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. \nAt 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.
URL:https://accountingmarketing.org/event/aam-high-webinar-the-beige-wall-of-accounting-sales-a-conversation-about-standing-out/
CATEGORIES:AAM High Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260805T130000
DTEND;TZID=America/Kentucky/Louisville:20260805T140000
DTSTAMP:20260717T141522Z
CREATED:20260717T141522Z
LAST-MODIFIED:20260717T141522Z
UID:11060-1785934800-1785938400@accountingmarketing.org
SUMMARY:AAM High! Webinar: M&A Marketing Integration: Lessons from Both Sides of the Deal
DESCRIPTION:A merger announcement looks effortless from the outside. New logo\, polished press release\, a confident “better together” message. What the market never sees is everything happening behind it: two client lists that don’t match\, proposals mid-flight under the old name\, a marketing team learning about the deal days before the world does. Clients and referral sources are watching that facade closely\, and they’re forming judgments about whether this deal was good for them. The first 100 days determine whether the seams show. \nJoin us for a candid panel conversation featuring both sides of the table: Jeff Mowery\, Founder of Mowery & Schoenfeld\, who brings the acquirer’s perspective from leading multiple firm acquisitions\, and Jen Lemanski\, Senior Marketing Manager at Withum\, who lived the acquired-side experience firsthand when PKF Texas was acquired by Withum and helped lead the marketing integration from the inside. \nTogether they’ll unpack what every accounting firm marketer needs to know before a deal lands on their desk\, including: \n\nAnnouncement readiness: controlling the narrative and sequencing communications so clients hear it from you\, not LinkedIn\nBrand transition decisions: The hidden inventory of touchpoints that trips firms up\nProtecting your seat at the table: how acquired-side marketers turn local market knowledge into job security\nThe PE factor: how private equity-backed roll-ups differ from strategic acquisitions\, and what that means for pace\, brand\, and how marketing gets measured\nLessons learned: what both panelists would do differently\, and the mistakes acquirers keep repeating\n\nWhether your firm is acquiring\, being acquired\, or just watching the consolidation wave sweep the profession\, you’ll leave with a practical playbook for making the transition look as seamless as the announcement promised. \nWho should attend: Marketing\, growth\, and business development professionals at accounting firms of all sizes\, plus managing partners who want their next deal to keep every client it came with. \n  \nSpeakers \nJeff Mowery\n \nJeff is the Managing Partner and co-founder of Mowery & Schoenfeld. He is committed to building up those around him by creating value for clients and employees of the Firm. \nJeff specializes in solving tax and strategic business problems for his clients\, with expertise in complex taxation issues for entrepreneurial businesses. \nJeff has been honored with prestigious awards including the Chicago Titan 100 Hall of Fame and a coveted spot on Forbes Magazine’s America’s Top 200 Accountants list. With his expertise and dedication\, Jeff continues to exemplify exceptional leadership\, vision\, passion\, and influence in the financial and technology industries. \n  \n \nJen Lemanski  \nJen Lemanski is a Senior Marketing Manager at Withum\, where she leads go-to-market strategy for three of the firm’s industry verticals. With 20 years of experience in professional services marketing\, she specializes in strategic growth\, brand positioning\, and helping firms connect with clients through meaningful\, industry-focused marketing.
URL:https://accountingmarketing.org/event/aam-high-webinar-ma-marketing-integration-lessons-from-both-sides-of-the-deal/
CATEGORIES:AAM High Webinar
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BEGIN:VEVENT
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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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260624T130000
DTEND;TZID=America/Kentucky/Louisville:20260624T140000
DTSTAMP:20260226T214942Z
CREATED:20260226T214942Z
LAST-MODIFIED:20260226T214942Z
UID:10439-1782306000-1782309600@accountingmarketing.org
SUMMARY:Webinar: The Legal Reality of DEI: What Accounting Firms Need to Know Now
DESCRIPTION:As headlines swirl and political pressure intensifies\, many accounting firms are left wondering what diversity\, equity\, and inclusion really mean from a legal perspective and what’s still safe\, smart\, and compliant to pursue. \nIn this session\, employment attorney Aislinn Sroczynski of Royer Cooper Cohen Braunfeld cuts through the noise to explain what has actually changed in the legal landscape\, and what hasn’t. Drawing on federal anti-discrimination law\, recent executive orders\, and new guidance from the EEOC and DOJ\, Aislinn will help firms understand where the real legal lines are when it comes to DEI initiatives. \nThis is not a session about retreating from inclusion. It’s about moving forward thoughtfully. Attendees will learn how common firm practices\, from recruiting and employer branding to ERGs and training\, can remain both inclusive and compliant\, and why knee-jerk rollbacks often create more risk\, not less. \nWhether you’re shaping firm messaging\, managing people programs\, or advising leadership\, this session will help you replace uncertainty with clarity and confidence. \nKey takeaways: \n\nWhat DEI practices remain fully permissible\, and where firms need to be careful\nHow to align inclusion\, employer brand\, and compliance without overcorrecting\nPractical steps firms can take now to audit\, refine\, and strengthen their approach\n\n  \nSpeaker \nAislinn E. Sroczynski \nAislinn E. Sroczynski is an experienced employment lawyer who partners with companies to navigate the full spectrum of employment law. Aislinn advises employers on compliance\, policy development\, and day-to-day human resources issues\, including hiring practices\, leave management\, DEI policies\, non-competes\, accommodations\, wage and hour compliance\, workplace investigations\, performance management\, terminations\, and overall risk avoidance. She regularly defends employers against claims under Title VII\, ADA\, ADEA\, the FMLA\, and state anti-discrimination statutes\, and has experience representing clients before for National Labor Relations Board for Unfair Labor Practice charge proceedings. Aislinn represents companies and individuals on both sides of trade secret and restrictive covenant litigation and disputes and has successfully obtained preliminary injunctions for her clients. \nAislinn acts as an outside HR partner for employers on compliance and litigation avoidance related to all issues arising under state and federal anti-discrimination laws. She works closely with organizational leaders and HR teams to align legal strategy with business goals\, resolve disputes efficiently\, and build compliant\, proactive workplace practices. Aislinn has experience drafting and negotiating complex employment agreements and compensation plans\, both on behalf of employers and executives\, and drafts a variety of employer policy documents\, including employee handbooks for companies across a wide range of industries. \nSeparately\, Aislinn has insurance coverage experience\, representing clients in challenging claim denials and defending declaratory judgment actions. Aislinn has also handled complex commercial litigation matters\, including complex shareholder and business disputes\, representing clients in high-stakes negotiations and court proceedings. \n 
URL:https://accountingmarketing.org/event/webinar-the-legal-reality-of-dei/
CATEGORIES:AAM High Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260617T130000
DTEND;TZID=America/Kentucky/Louisville:20260617T140000
DTSTAMP:20260603T123539Z
CREATED:20260603T123539Z
LAST-MODIFIED:20260603T123539Z
UID:10940-1781701200-1781704800@accountingmarketing.org
SUMMARY:AAM High! Webinar: From Skeptics to Activators: How Accounting Marketers Can Help Partners Change BD Behavior
DESCRIPTION:Many accounting firms know they need broader participation in business development\, but getting partners to change is hard. They are busy\, autonomous\, skeptical\, and often uncomfortable with anything that sounds like “sales.” Drawing on DCM Insights’ Activator research\, this webinar will show what today’s strongest business developers do differently — and what marketing and BD leaders can do to make those behaviors easier\, more credible\, and more likely to stick. \n  \nSpeaker \n \nKaren Freeman | Chief Product Officer\, DCM Insights \nKaren Freeman joins us from a career connected by data analytics\, research and teaching.  She was most recently the global head of digital & analytics learning for generalist consultants at McKinsey & Company. In that role\, she led a team upskilling roughly 17\,000 consultants globally in topics including advanced analytics modeling\, leading digital transformations\, agile methodology\, and design thinking. \nPrior to McKinsey\, Karen spent 13 years at Corporate Executive Board (CEB) in research and learning & development roles. There\, she led three best practice membership organizations\, developing insights\, advice\, and benchmarks for Global 1000 functional heads in marketing\, sales\, and customer service. Much of the company’s highest-impact research was spearheaded by the teams that Karen created. Several were published in Harvard Business Review and became the subject of two best-selling business books (The Challenger Sale and The Effortless Experience). Later\, as Head of CEB University\, Karen oversaw development and delivery of over 1\,000 training sessions for more than 10\,000 participants worldwide in sales\, insight & advisory\, and corporate roles. \nKaren has an A.B from Harvard and an MBA from MIT\, plays cello and piano\, and currently lives in Arlington\, VA with her husband and two children.
URL:https://accountingmarketing.org/event/aam-high-webinar-from-skeptics-to-activators-how-accounting-marketers-can-help-partners-change-bd-behavior/
CATEGORIES:AAM High Webinar
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260610T140000
DTEND;TZID=America/Kentucky/Louisville:20260610T150000
DTSTAMP:20260512T191243Z
CREATED:20260512T191243Z
LAST-MODIFIED:20260512T191243Z
UID:10895-1781100000-1781103600@accountingmarketing.org
SUMMARY:Roundtable on Accounting Marketing and Sales Compensation
DESCRIPTION:Discuss compensation trends with your colleagues! \nNow that the 2026 AAM Biennial Compensation Report is out\, you can meet with the analysts to ask questions and share insights from your own career and firm experience. Dawn Wagenaar\, Principal and Brand Strategist at Ingenuity Marketing Group\, and Christine Nelson\, Communications Consultant who analyzed and reported survey results\, will present key findings and facilitate this informal discussion. Benchmark national data against your personal compensation and benefits\, firm perks\, team structures\, and opportunities through M&A or consulting. \nSpeakers \nDawn Wagenaar\n \nDawn Wagenaar has worked in accounting marketing for more than 20 years and looks at career trends as a brand strategist and business owner. \n  \n  \n  \nChristine Nelson \nChristine Nelson is a trained journalist and researcher who connects the dots between raw data and actionable career and team decisions.
URL:https://accountingmarketing.org/event/roundtable-on-accounting-marketing-and-sales-compensation/
CATEGORIES:AAM High Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260430T130000
DTEND;TZID=America/Kentucky/Louisville:20260430T140000
DTSTAMP:20260324T153759Z
CREATED:20260324T153759Z
LAST-MODIFIED:20260324T153759Z
UID:10739-1777554000-1777557600@accountingmarketing.org
SUMMARY:AAM High! Webinar: Accounting Marketing Impact: Insights on Which Marketing Techniques Work Best in 2026
DESCRIPTION:With the median growth rate for accounting firms falling to its lowest point in five years\, it is more critical than ever to understand exactly how elite performers are still growing 3.5X faster than the competition. Join Austin McNair and Will Casserly from Hinge as they provide a deep dive into the most impactful marketing techniques for 2026\, from high-impact conference networking to the strategic power of free consultations. This session moves beyond theory to offer practical insights\, showing real-world examples of how top firms translate technical expertise into accessible content that builds human relationships. Attendees will walk away with actionable resources and a clear roadmap for activating their own subject matter experts to drive measurable business development. \nSpeakers \n \nWill Casserly \nWill Casserly is a Managing Director at Hinge\, specializing in helping accounting and financial services clients achieve their strategic\, brand visibility\, and growth objectives. He brings over 30 years of business development experience\, encompassing in-house marketing\, agency work\, communications\, media and public relations\, design\, and more. \n  \nAustin McNair \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!
URL:https://accountingmarketing.org/event/aam-high-webinar-accounting-marketing-impact-insights-on-which-marketing-techniques-work-best-in-2026/
CATEGORIES:AAM High Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260416T130000
DTEND;TZID=America/Kentucky/Louisville:20260416T140000
DTSTAMP:20260316T130220Z
CREATED:20260316T130220Z
LAST-MODIFIED:20260316T130220Z
UID:10707-1776344400-1776348000@accountingmarketing.org
SUMMARY:AAM High Webinar: Energy\, Health and Performance in Business Development
DESCRIPTION:While firms invest heavily in skills training\, tools and sales methodologies\, far less attention is given to the biological factors that drive performance such as sleep\, recovery\, stress regulation\, and mental endurance. Drawing on research from performance science and workplace studies\, the talk examines how BD burnout\, travel demands and constant cognitive switching impact revenue outcomes. Sustainable success requires managing energy systems\, recovery and boundaries with the same discipline elite athletes apply to training. Ward shares practical frameworks and micro-strategies that leaders can use to protect capacity\, improve resilience\, and sustain peak performance in demanding client-facing roles. \n  \nSpeaker \n \nNicole Ward\, Senior VP of Sales\, AON & Host of “The Executive Athlete” and “AON at the Top” \nNicole Ward is redefining what modern leadership looks like. As an executive at Aon and host of two acclaimed podcast series\, she blends corporate insight\, elite performance strategy\, and human resilience to inspire the next generation of high-performing leaders. \nThrough The Executive Athlete™\, Nicole explores the intersection of health\, biohacking\, and leadership — interviewing world-class performers across business\, sport\, and wellness. Her conversations uncover the routines\, mindsets\, and recovery tools that help leaders sustain excellence without burning out. \nNicole also hosts Aon at the Top\, a board-level series featuring conversations with global C-Level executives and board directors on transforming risk into resilience.
URL:https://accountingmarketing.org/event/aam-high-webinar-energy-health-and-performance-in-business-development/
CATEGORIES:AAM High Webinar
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260303T130000
DTEND;TZID=America/Kentucky/Louisville:20260303T140000
DTSTAMP:20260204T192614Z
CREATED:20260203T164320Z
LAST-MODIFIED:20260204T192614Z
UID:10174-1772542800-1772546400@accountingmarketing.org
SUMMARY:AAM High! Webinar: How Top-Performing Firms Win: Lessons from the 2026 Remarkabrand Martech Report for Accounting Firms
DESCRIPTION:In the fast-moving digital landscape\, accounting firms often find themselves caught in a cycle of acquiring new tools without ever fully mastering them. The 2026 Remarkabrand Martech Report for Accounting Firms gives you an in-depth exploration of the latest industry data to see how accounting firms of all sizes\, from micro-practices to enterprise organizations\, are building their digital foundations. We will move past the hype of “new” tech and focus on the high-impact adjustments that drive firm growth and a better client experience. \nSpeakers \n \nSam Pagel  \nSam leads video production and brand storytelling at Resound\, helping accounting firms communicate their identity authentically through strategic visual content. He worked alongside Resound for over 6 years before officially joining forces. When he’s not behind the camera or in the editing bay\, Sam is embarking on adventures with his wife\, Ashley\, and their three little kiddos. \n  \n  \nCameron Roberts \nCameron supports business development and marketing strategy at Resound\, specializing in LinkedIn Sales Navigator outreach\, CRM optimization\, and helping accounting firms build stronger client relationships through strategic digital marketing. Outside of work\, you’ll likely find Cam drinking specialty coffee or watching a Premier League game. \n  \n  \nJason Hendrix \nJason is a strategic\, data-driven leader with nearly two decades of experience in digital marketing and communications. He specializes in managing technology stacks\, advanced analytics\, and integrating AI to enhance operational efficiency across professional services organizations. Outside of work\, he’s likely in “build mode” with his children\, creating their own episode of LEGO Masters with a collection topping 400\,000+ bricks.
URL:https://accountingmarketing.org/event/aam-high-webinar-how-top-performing-firms-win-lessons-from-the-2026-remarkabrand-martech-report-for-accounting-firms/
CATEGORIES:AAM High Webinar
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260226T130000
DTEND;TZID=America/Kentucky/Louisville:20260226T140000
DTSTAMP:20260203T164644Z
CREATED:20260203T164644Z
LAST-MODIFIED:20260203T164644Z
UID:10176-1772110800-1772114400@accountingmarketing.org
SUMMARY:AAM High! Webinar: The 60% Problem with Your Website: How AI is Impacting Your Web Traffic and What to Do About It
DESCRIPTION:It’s estimated that 60% of Google searches no longer result in clicks to a website\, thanks to the growing role of AI search. From AI snippets snagging prime Google real estate to users using ChatGPT\, Gemini\, and other gen-AI platforms to ask questions\, marketers have a dilemma: embrace and adapt to AI search or continue to lose organic traffic. Because this isn’t really a choice\, marketers must choose how to incorporate AI into their digital strategy. But where to start? This AAM High! webinar will lead attendees through the following core topics:\n\nUnderstanding the differences between traditional search and AI search\nApplying AI search to the new and improved (is it really though?) Google search model (and what that looks like on the website)\nOptimizing for AI search through tactics like user intent\, question-based terms\, content structure\, and more\nLeveraging AI to make content development easier and more efficient\n\nBrian will break down the technical jargon so attendees leave knowing what they can do to upgrade their existing website\, no large-scale redesign required. \n\nSpeaker \nBrian Swanson | Chief SEO Strategist\, Flashpoint Marketing \nBrian started his career in accounting marketing in 1998\, gaining experience in consulting and in-house accounting marketing before founding FlashPoint\, an SEO and digital marketing agency\, in 2011. Since that time\, Brian has been a featured speaker and thought leader in the profession on web development\, UX optimization\, and SEO. The combination of his technical knowledge and practical experience have made him the “go to” consultant for firms seeking to transform their website into a lead generation tool. Brian served on the Board of Directors for AAM from 2014-2018\, the Chair of the Website Committee and in several other volunteer roles. He was a contributor to AAM’s SEO certification course and regularly speaks to accounting associations about SEO and GEO. \nBrian has a unique perspective gained from working with over 30 firms at different points in the digital marketing journey. This gives me the opportunity to meet marketers where they are and offer practical guidance on how to move efforts forward. More importantly\, recent presentations at prior Summits have been well rated and praised for it’s flow\, informal and engaging style\, and quick-witted presentations. Ultimately\, he is able to provide the “facts” but adapt to different firm’s environments to help marketers find a way to success. \nOutside of work\, Brian enjoys travelling and has visited over 32 countries. When not travelling he enjoys volunteering within the community and go on regular runs.
URL:https://accountingmarketing.org/event/aam-high-webinar-the-60-problem-with-your-website-how-ai-is-impacting-your-web-traffic-and-what-to-do-about-it/
CATEGORIES:AAM High Webinar
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260211T130000
DTEND;TZID=America/Kentucky/Louisville:20260211T140000
DTSTAMP:20260116T164929Z
CREATED:20260116T164929Z
LAST-MODIFIED:20260116T164929Z
UID:10095-1770814800-1770818400@accountingmarketing.org
SUMMARY:AAM High Webinar: Smarter Growth Through Client-Centric Collaboration
DESCRIPTION:Clients don’t want a pitch; they want to feel understood. This session shows how marketing and BD can partner to create personalized approaches that resonate with decision-makers and drive growth. Through examples and practical steps\, we’ll explore how to use data\, insights\, and collaboration to build trust and deliver value. \nLearning Objectives: \n\nPersonalize with purpose: why tailored outreach wins more trust than generic messaging.\nCollaborate in practice: examples of marketing + BD teaming up on proposals\, outreach\, and events.\nTurn insights into action: converting data and intel into engagement that matters to clients.\n\nSpeakers \nJosh Woods | Director of Practice Growth\, Lane Gorman Trubitt\, LLC \nJosh is a growth-focused leader and trusted advisor at LGT\, where he brings more than 25 years of experience in business development and marketing to cultivate strong client relationships and expand the firm’s reach. He is adept at developing and executing targeted marketing campaigns that not only attract new clients but also strengthen relationships with existing ones\, contributing to the firm’s consistent year-over-year growth. His skills span marketing strategy\, content marketing\, brand management\, and social media marketing\, all informed by data-driven insights from project management and big data analytics. \nA veteran of the U.S. Air Force Reserve and former board member of the Texas Healthcare Advisory Council\, Josh brings a unique blend of leadership experience and business acumen to LGT. He is committed to fostering a culture of client service excellence and driving sustainable growth for the firm. His ability to connect with clients on a personal level has been instrumental in building long-term partnerships and driving repeat business. \n\nAlex Salvo | Business Development Director\, Lane Gorman Trubitt\, LLC \nAlex is a Texas-based business development leader with 11 years of experience in professional services\, working with business owners and executives during periods of growth\, complexity\, and change. She is especially passionate about supporting local\, owner-led Texas businesses and strengthening the communities they’re built in. She currently serves in business development for a 75-year-old\, Dallas-based CPA firm\, Lane Gorman Trubitt\, where she partners with companies navigating audit\, tax\, and accounting consulting needs. \nHer business development approach is simple and maybe old-school: show up\, be useful\, be curious\, tell the truth\, provide value before there’s ever an ask (and most importantly)\, see it through. While sales is often treated as an individual contributor role\, Alex believes real growth happens through collaboration\, and that tight alignment between business development and marketing is one of the most powerful and underestimated assets inside a firm. That mindset has made her a trusted partner to business owners across industries. \n 
URL:https://accountingmarketing.org/event/aam-high-webinar-smarter-growth-through-client-centric-collaboration/
CATEGORIES:AAM High Webinar
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260203T140000
DTEND;TZID=America/Kentucky/Louisville:20260203T150000
DTSTAMP:20251218T210731Z
CREATED:20251218T210731Z
LAST-MODIFIED:20251218T210731Z
UID:9990-1770127200-1770130800@accountingmarketing.org
SUMMARY:AAM DEI Webinar: Thinking About AI Through a DEI Lens
DESCRIPTION:AI is transforming how marketing content gets created and who it includes. In a year when regulators\, boards\, and audiences are all rethinking DEI\, marketers are uniquely positioned to use AI as a force for inclusion rather than risk. \nIn this session\, you’ll explore how AI tools can uncover hidden bias and help you write copy that’s both compliant and inclusive. We’ll walk through what’s changed in the past year from a regulation perspective and how these developments are reshaping marketing language\, ethics\, and accountability. \nThen we’ll run an AI/DEI audit using a custom GPT that scans your marketing content for bias\, accessibility gaps\, and exclusionary phrasing. We’ll test real firm examples and experiment with a ready-made prompts list to find improvement areas. And we’ll talk about what word you should swap out and what words to keep in your toolkit. \nWhether you’re reviewing an ad\, job post\,or thought-leadership article\, you’ll leave knowing how to make what you do more inclusive of your target market\, using AI to strengthen both your messaging and your firm’s brand integrity. \nKey takeaways:\n1. A custom GPT and practical prompts and to detect and correct bias.\n2. A “Words to Watch” list and inclusive rewrite examples to make every message more welcoming.\n3. Use AI to DEI-proof marketing collateral \n  \nSpeakers \nKatie Tolin | Co-Founder\, XcelLabs \nKatie Tolin is the co-founder of XcelLabs\, an AI-first technology\, training\, and coaching company\, where she’s helping transform the accounting profession by elevating advisory skills and preparing accountants to lead in an AI-first world. She is also the founder of CPA Growth Guides\, where she serves as a consultant and outsourced chief growth officer\, helping firms turn strategy into action across marketing\, business development\, product innovation\, and client experience. A former in-house marketing leader\, Katie has built a career developing data-driven\, innovative programs that move firms forward. She is a former Accounting Marketer of the Year\, one of the Top 100 Most Influential People in Public Accounting\, and one of the Most Powerful Women in Accounting. She’s also a Hall of Fame inductee and past president of the Association for Accounting Marketing. \n  \nDr. Rachel Anevski | CEO & Founder\, Matters of Management \nDr. Rachel Anevski\, SHRM-CP\, PHR\, is a nationally recognized advisor\, speaker\, and writer working at the intersection of Human Resources\, Marketing\, and Organizational Leadership. As the CEO and Founder of Matters of Management\, she helps public accounting firms and professional services organizations strengthen their employer brand\, evolve leadership capabilities\, and build people-centric systems that improve both retention and revenue.
URL:https://accountingmarketing.org/event/aam-dei-webinar-thinking-about-ai-through-a-dei-lens/
CATEGORIES:AAM High Webinar
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20251106T130000
DTEND;TZID=America/Kentucky/Louisville:20251106T140000
DTSTAMP:20250930T201306Z
CREATED:20250924T133002Z
LAST-MODIFIED:20250930T201306Z
UID:9725-1762434000-1762437600@accountingmarketing.org
SUMMARY:AAM High! Webinar: The Strategist’s Playbook: Marketing Skills That Win the C-Suite
DESCRIPTION:Tired of being seen as “just marketing”? Marketing leaders are uniquely positioned to shape the growth and direction of accounting firms. \nThis session will show you how to position yourself as a trusted advisor to the C-suite. We’ll explore how to elevate your role from tactical execution to strategic leadership. You’ll learn practical ways to translate marketing skills into firm-wide growth strategies\, leverage data as your power tool\, and build the trust needed to influence at the highest levels of leadership. \nSpeakers \nMari-Anne Kehler\, CDP\, serves on GHJ’s Executive Committee and leads the firm’s business strategy\, overseeing business development\, marketing and brand. She also serves as Strategist for the GHJ Foundation\, the Firm’s platform for community-focused giving and social impact. \nMari-Anne brings more than 30 years of experience helping organizations grow with purpose. Known for her ability to translate vision into action\, she draws on deep expertise in strategic planning\, collaboration\, innovation and executive coaching. Her work spans professional services\, finance\, consumer brands\, and the media and entertainment industries. \nA passionate advocate for diversity\, equity\, inclusion and accessibility (DEIA)\, Mari-Anne is a Certified Diversity Professional (CDP)\, credentialed by the National Diversity Council through Emory University. She integrates inclusive leadership into every facet of her work\, driving not only growth but belonging and long-term impact. \nShe has been recognized by industry peers and media outlets for her leadership and contributions. The Los Angeles Times named her a Visionary Honoree in its DEIA Magazine. She was a finalist for the Inspirational Women in Business Awards\, a two-time nominee for the Los Angeles Business Journal Women’s Leadership Awards and a recipient of LABJ’s Most Influential Marketer recognition. She was also honored with the CMO Club’s CMO Transformation Award for leading firmwide brand evolution beyond the marketing department. \nBefore joining GHJ in 2015\, Mari-Anne held senior roles at global organizations. At a Big Four firm\, she served as a national Managing Director\, overseeing National Tax and Pacific Southwest marketing and business development and earning accolades as a top-rated facilitator at the Firm’s global training program. She also led West Coast marketing for a Nestlé division\, began her career on Wall Street at Morgan Stanley\, and held strategic leadership roles at Bertelsmann Entertainment and Grey Direct. \nMari-Anne’s nonprofit work centers on leadership development\, strategic advising and advocacy. She has served on numerous nonprofit boards supporting children\, education and the disability community\, and currently serves on the Board of the Autism Society of Los Angeles. For over two decades\, she has mentored families and professionals navigating the transition to adulthood for individuals with disabilities; work deeply informed by her lived experience as the mother of an adult son with autism. \nShe is currently pursuing a Master of Divinity degree with a focus on spiritual caregiving. Her studies enrich her approach to leadership by deepening her understanding of how people find meaning\, healing\, and connection in the face of change and challenge. \nMari-Anne is a frequent speaker at universities and conferences on inclusive leadership\, disability advocacy\, brand strategy and sustainable business growth. Her first book\, Putting the Profit in Nonprofit\, was a #1 e-book bestseller on Amazon. Her second book\, The Art of Growing Your Business: A Comprehensive Guide for Professional Services Firms\, is set for publication in 2026 and offers a practical roadmap for sustainable growth\, client-centric strategy and purpose-driven leadership within the professional services industry.
URL:https://accountingmarketing.org/event/aam-high-webinar-the-strategists-playbook-marketing-skills-that-win-the-c-suite/
CATEGORIES:AAM High Webinar
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DTSTART;TZID=America/Kentucky/Louisville:20251001T110000
DTEND;TZID=America/Kentucky/Louisville:20251001T120000
DTSTAMP:20250923T121425Z
CREATED:20250903T154817Z
LAST-MODIFIED:20250923T121425Z
UID:9667-1759316400-1759320000@accountingmarketing.org
SUMMARY:AAM High! Webinar: From Plan to Pipeline: How BD and Marketing Teams Build and Execute Growth Together
DESCRIPTION:Growth doesn’t happen by accident. It takes intention\, alignment\, and execution. In this practical\, one-hour session\, growth and marketing leaders will walk through what it really takes to build and carry out a firmwide growth strategy. Whether you’re in a dedicated BD or marketing role\, or juggling both\, you’ll gain real-world insight into how the two functions can work in sync to identify the right opportunities\, build relationships\, and drive results. You’ll walk away with clarity on who owns what\, where teams need to collaborate\, and how to turn strategy into impact.\n\nLearning Objectives: \n\nTurn firm growth goals into a clear\, actionable strategy with inputs from both marketing and business development.\nDefine shared roles and responsibilities that make collaboration smoother and execution more consistent.\nSee how joint planning\, from targeting to outreach to follow-up\, makes campaigns and other efforts more effective and easier to implement.\n\nSpeakers \nKristen Lollar | Chief Marketing Officer\, Whitley Penn \nFor more than 25 years\, Kristen Lollar has served as a communications and marketing professional in the Dallas-Fort Worth market. She is the Chief Marketing Officer for Whitley Penn\, a full-service public accounting and advisory firm. Kristen has been with the firm since 2012 and has played an integral role in overall growth and success. Kristen serves as an advisor for the firm’s NextGen Council\, a group of young leaders within the firm which strives to bring new ideas for advancement and efficiency to the firm and has been at the forefront of many firmwide achievements. In addition\, Kristen previously served on the firm’s Innovation Council and as a Growth Champion. \nKristen has developed a strong network through her involvement in the Association for Accounting Marketing (AAM). She is an active member in the organization’s Major Firms Growth group\, was an inaugural member of the AAM Diversity Equity & Inclusion Committee and obtained a certification in Business Development Fundamentals from AAM. Kristen is a member of the Advisory Board for the Boomer Consulting Marketing Circle and serves on the North America Marketing and Business Development Committee for HLB International. \nIn the community\, Kristen serves as Chair of the Executive Board of Directors for the Plano Chamber of Commerce and previously served as a mentor through the American Marketing Association’s DFW Mentor Program for young professionals. Kristen also serves on the Philanthropy Cabinet for Texas Health Resources Plano Hospital. \nKristen is a graduate of Texas Tech University where she earned a B.A. in Public Relations and a minor in Music. She is a member of the Texas Tech Alumni Association and previously served as a Dallas Chapter Board Member and former President of the Dallas Chapter. Kristen also serves on the National Advisory Board for the Texas Tech University College for Media and Communications (CoMC) and was recently recognized as an Outstanding Alumni from the CoMC. \n  \n \nDanielle Reynolds | Business Development Manager\, Whitley Penn \n\nDanielle Reynolds has been with Whitley Penn for nine years\, where she leads as the Business Development Manager. She focuses in identifying new opportunities and cultivating meaningful relationships that drive the firm’s growth. With a strategic mindset and a genuine approach to connection-building\, Danielle transforms prospects into enduring partnerships. Danielle’s strength in networking and expanding the firm’s reach reflects her dedication to driving meaningful\, long-term growth. \nDanielle is deeply committed to both personal and professional growth. She has supported the firm’s emerging leaders through internal training sessions and presentations. She also previously hosted Develop\, a podcast series where she led conversations on leadership\, career development\, and highlighted different service lines and offerings across the firm. Danielle is also highly active on LinkedIn\, where she shares insights and content related to business and professional development. She believes in the power of a strong personal brand and uses her platform to connect\, inform\, and inspire others in the business community. \nOutside of her role at Whitley Penn\, Danielle is involved in several community and professional organizations. She currently serves on the Junior Achievement of Dallas Board of Directors and has previously served on the board of Annie’s Place. She’s also engaged with Capital for Kids and is active with the Dallas Regional Chamber (DRC) through the Innovation Task Force and Education and Workforce Council. Danielle is a 2023 alum of the DRC Lead YP program\, a former member and Service Chair of the DRC Young Professionals Advisory Council. Danielle was also recognized as a People Newspapers 20 Under Forty honoree\, celebrating young professionals making an impact in both business and the community. She completed the Communities Foundation of Texas Emerging Leaders in Philanthropy program\, earned her Coaching Healthy Behaviors certificate from The Cooper Institute\, and received the Blue Zones Project Power 9 Ambassador of Excellence in Worksites award. \nDanielle received her BA in Public Relations and Health and Exercise Science and MS in Health Promotion from the University of Oklahoma.
URL:https://accountingmarketing.org/event/aam-high-webinar-from-plan-to-pipeline-building-and-executing-a-firmwide-growth-strategy/
CATEGORIES:AAM High Webinar
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250918T130000
DTEND;TZID=America/Kentucky/Louisville:20250918T140000
DTSTAMP:20250902T183146Z
CREATED:20250826T144641Z
LAST-MODIFIED:20250902T183146Z
UID:9627-1758200400-1758204000@accountingmarketing.org
SUMMARY:AAM High! Webinar: Rebrand Secrets: Lessons for Marketing Leaders from Award-Winning Rebrands
DESCRIPTION:Go beyond the glossy logos and brand guidelines. In this candid interview-style webinar\, marketing leaders Becca John’s (formerly of Rea) and Jeshanah Fox of Brown Plus pull back the curtain on their award-winning rebrands. Learn how they made the case for change\, navigated internal politics\, and turned bold branding decisions into firm-wide success stories. \nPresented and facilitated by the storied brand consultancy\, Resound\, this 60-minute webinar will help firms of all sizes as they navigate the decisions and processes needed to transform their brands for the modern era. \nWhether you’re considering a full rebrand or just looking to tweak your firm’s positioning\, messaging\, or look\, learn from the best. Come join the conversation! \nSpeakers\nMike Jones | Resound Creative \nMike is an award-winning brand consultancy owner\, author\, speaker\, and strategist\, helping accounting firms make their brands remarkable with authentic identity and storytelling. When he’s not doing all that jazz he’s building LEGO with his kids\, reading a history book\, or drinking a good cup of coffee…sometimes all three at the same time. \n  \nJeshanah Fox | Brown Plus \n\nJeshanah is the Marketing Director at Brown Plus. In her role\, she focuses on aligning the strategic vision of the Firm with marketing initiatives and being the custodian of the brand. She also oversees the Marketing Department at Brown Plus. Beyond her marketing responsibilities\, she is also a key part of the leadership team at the Firm\, assisting with the Firm’s strategic plan and culture initiatives\, as well as being a champion of increasing the Firm’s initiatives to drive change in the Firm.\n\n\n\n\nBecca Johns | Becca Johns Consulting (Formerly of Rea & Associates) \nBecca Johns is the owner of Becca Johns Consulting\, where she helps accounting & advisory firms navigate growth and marketing strategy with clarity and confidence. She formerly led the marketing & growth function at a top 100 advisory & accounting firm\, where she led firmwide marketing strategy initiatives. She most recently spearheaded a full rebrand and website launch\, guiding the process from internal buy-in through execution. She has been an AAM member and volunteer for 20 years\, including serving as President of the Board from 2020-2021 and is a member of AAM’s Hall of Fame.
URL:https://accountingmarketing.org/event/aam-high-webinar-rebrand-secrets-lessons-for-marketing-leaders-from-award-winning-rebrands/
CATEGORIES:AAM High Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250827T130000
DTEND;TZID=America/Kentucky/Louisville:20250827T140000
DTSTAMP:20250723T161808Z
CREATED:20250723T153637Z
LAST-MODIFIED:20250723T161808Z
UID:9554-1756299600-1756303200@accountingmarketing.org
SUMMARY:AAM High! Webinar: From Ideation to Implementation: Starting a CX Program from the Ground Up
DESCRIPTION:Client Experience (CX) isn’t just a buzzword; it’s a powerful differentiator. A strong CX strategy drives client loyalty\, improves retention\, increases profitability\, and enhances competitive positioning. So\, when firm leadership starts talking about CX\, what comes next? \nJoin us for a practical\, action-focused session on how to launch a CX program at your firm. While there’s no one-size-fits-all model\, we’ll explore the core elements of effective CX frameworks through two real-world examples: PBMares\, where CX is led by the marketing team\, with insights from Julia Germeyer\, Director of Marketing\, and Herbein + Co.\,  where CX is a full-time role\, with insights from Ryen Salo\, CX Manager. \nOur speakers will share their firms’ approach to CX\, KPIs to track\, success stories\, lessons learned\, and things to think about as you navigate these conversations at your firm. Leave the webinar feeling energized and ready to tackle your own CX program! \nSpeakers \n \nJulia Germeyer| Director of Marketing\, PBMares\, LLP \nAfter brief stints in higher education and legal marketing\, Julia has spent most of her career in accounting marketing\, having worked both in-house and as a consultant. In 2023\, she joined PBMares\, a Top 100 firm headquartered in Newport News\, VA with locations across Virginia\, North Carolina\, and Maryland. In her current role\, Julia manages the firm’s digital marketing\, content strategy\, and client experience programs. \nJulia co-leads AAM’s CX Circle and volunteers on the Virtual Education Committee. She serves as President of the Board for the Professional Services Marketing Association (PSMA) of Western Pennsylvania\, an organization she has been part of since 2009. Julia is a past Summit speaker\, and in July 2024 spoke at CXFS\, a conference for CX in financial services. \nJulia recently relocated from Pittsburgh\, PA to coastal Virginia. Outside of work\, she enjoys spending time with her family\, exploring the outdoors\, and traveling. \nRyen Salo | CX Manager\, Herbein + Co.  \nRyen Salo is a seasoned client experience leader with over a decade of experience in the B2B SaaS industry. Currently serving as the Client Experience Manager at Herbein + Company\, Inc.\, she leverages her extensive background to enhance client relationships and drive growth in the accounting and advisory space. \nPrior to joining Herbein\, Ryen held the position of Director of Customer Success at ClearlyRated\, a leading CX platform for B2B and professional service firms. In this role\, she was instrumental in fostering environments where team members could thrive\, leading to improved client satisfaction. Her commitment to empathy\, proactive problem-solving\, and strategic insight has consistently resulted in high Net Promoter Scores and positive client feedback throughout her career. \nA graduate of George Fox University\, Ryen holds a bachelor’s degree in organizational leadership & management with a minor in project management. \nWhen she’s not working\, Ryen enjoys dinner parties with friends\, a good book\, and spending time with her husband and six year old son.
URL:https://accountingmarketing.org/event/aam-high-webinar-from-ideation-to-implementation-starting-a-cx-program-from-the-ground-up/
CATEGORIES:AAM High Webinar
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250814T130000
DTEND;TZID=America/Kentucky/Louisville:20250814T140000
DTSTAMP:20250721T144821Z
CREATED:20250721T144821Z
LAST-MODIFIED:20250721T144821Z
UID:9550-1755176400-1755180000@accountingmarketing.org
SUMMARY:AAM High! Webinar: Unlock Your Marketing Budget: Data-Driven Insights to Empower Accounting Marketers
DESCRIPTION:Are you looking to gain your leadership’s trust and secure more marketing dollars for growth? Join Austin McNair and Will Casserly for an engaging webinar\, presented in partnership with Hinge and the Association for Accounting Marketing. \nThis session dives into the results from the 2025-2026 AAM Marketing Budget Benchmark Study\, revealing a pivotal finding: High Growth accounting firms invest\, on average\, twice the percentage of revenue on marketing compared to all other firms. This powerful data from this report provides the evidence you need to transform your marketing from an expense to a strategic investment in the eyes of firm leadership. \nIn this webinar\, you’ll gain: \n\nEvidence for Investment: Learn how to leverage the study’s core finding – that high-growth firms spend significantly more on marketing – to advocate for increased budget.\nStrategic Spending Priorities: Discover where leading firms are allocating their marketing dollars\, including greater investment in regional/local initiatives\, conferences and client events\, video production\, and employer branding/recruitment.\nActionable Insights: Get practical guidance on how to present these key findings to your firm’s partners and c-suite\, demonstrating clear ROI and growth potential.\n\n \nWill Casserly | Hinge\, Managing Director \nWill Casserly is a Managing Director at Hinge\, specializing in helping accounting and financial services clients achieve their strategic\, brand visibility\, and growth objectives. He brings over 30 years of business development experience\, encompassing in-house marketing\, agency work\, communications\, media and public relations\, design and more. \nAustin McNair | Hinge\, Marketing Lead \nAustin McNair is the marketing lead 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 new podcast Spiraling Up.
URL:https://accountingmarketing.org/event/aam-high-webinar-unlock-your-marketing-budget-data-driven-insights-to-empower-accounting-marketers/
CATEGORIES:AAM High Webinar
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250501T130000
DTEND;TZID=America/Kentucky/Louisville:20250501T140000
DTSTAMP:20250415T160448Z
CREATED:20250409T153348Z
LAST-MODIFIED:20250415T160448Z
UID:9282-1746104400-1746108000@accountingmarketing.org
SUMMARY:AAM High! Webinar: Bridging the Gap: Integrating Sales and Marketing for Accounting Firm Success
DESCRIPTION: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.\nParticipants will learn: \n\nBest practices for communication\nThe importance of sales enablement\nLeadership buy-in\nHow collaboration creates growth\n\nSpeakers\nHolly Shier | Rehmann\, Chief Marketing Officer \nHolly 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: \n\nBrand management and strategy\nDeveloping go-to-market strategies that drive growth for the Firm\nCreating effective programs\, events and thought leadership that provide added value for our clients\nSupporting the development of industries and niches that allow us to better serve our clients\nEnvisioning and implementing plans for public relations\, advertising\, voice-of-the-client programs\, digital and web presence\, and demand generation\n\nNicole Burgeson | Rehmann\, Director of Sales \nAs 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. \nIn 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.
URL:https://accountingmarketing.org/event/aam-high-webinar-bridging-the-gap-integrating-sales-and-marketing-for-accounting-firm-success/
CATEGORIES:AAM High Webinar
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DTSTART;TZID=America/Kentucky/Louisville:20250410T130000
DTEND;TZID=America/Kentucky/Louisville:20250410T140000
DTSTAMP:20250324T150058Z
CREATED:20250324T150019Z
LAST-MODIFIED:20250324T150058Z
UID:9206-1744290000-1744293600@accountingmarketing.org
SUMMARY:AAM High! Webinar: Accelerating Firm Growth: Data on the High Growth Accounting Firms
DESCRIPTION:Join us for an exclusive\, research-driven webinar tailored specifically for accounting marketers\, presented in partnership with Hinge and the Association for Accounting Marketing. \nBased on the 10th Anniversary Edition of the Hinge Research Institute’s High Growth Study\, this session dives deep into the marketing strategies that drive exceptional growth and profitability in the accounting sector. Discover how top-performing accounting firms are achieving nearly 4X faster growth and higher profitability compared to their peers. \nIn this focused webinar\, you’ll learn: \n\nAccounting-Specific Marketing Trends: Understand the unique challenges and opportunities within the accounting marketplace and how high-growth firms are adapting.\nData-Driven Growth Strategies for Accounting: Discover the most impactful marketing techniques and priorities for 2024\, specifically within the accounting industry\, based on our in-depth research.\nLeveraging Technology for Accounting Growth: Explore how high-growth accounting firms are utilizing technology to streamline operations\, enhance client services\, and drive marketing success.\n\nThis webinar is essential for: \n\nAccounting Marketing Professionals\nAccounting Firm Partners and Leaders\nAnyone responsible for driving growth in an accounting practice\n\nDon’t miss this opportunity to gain exclusive insights and strategies to elevate your accounting firm’s growth. Watch our on-demand webinar now! \nSpeakers \nWill Casserly is a Managing Director at Hinge\, specializing in helping accounting and financial services clients achieve their strategic\, brand visibility\, and growth objectives. He brings over 30 years of business development experience\, encompassing in-house marketing\, agency work\, communications\, media and public relations\, design and more. \n  \n  \n  \n  \n  \nAustin McNair Bio: Austin McNair is the marketing lead 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 new podcast Spiraling Up. \nBoth Austin and Will have been instrumental towards developing AAM’s Marketing Budget Benchmarking Study which comes out before Summit. \n 
URL:https://accountingmarketing.org/event/aam-high-webinar-accelerating-firm-growth-data-on-the-high-growth-accounting-firms/
CATEGORIES:AAM High Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250304T130000
DTEND;TZID=America/Kentucky/Louisville:20250304T140000
DTSTAMP:20250203T172503Z
CREATED:20250129T152838Z
LAST-MODIFIED:20250203T172503Z
UID:8979-1741093200-1741096800@accountingmarketing.org
SUMMARY:AAM High! Webinar: How are AAM Members Using AI for Marketing Today?
DESCRIPTION:It’s time for marketers to overcome AI hesitations and move beyond generic GenAI tools. AI is transforming how we write\, create presentations\, edit videos\, and power chatbots. AI-infused marketing tools are helping marketers not only find efficiencies but also improve their work. \nPeer-to-peer learning is at the heart of AAM. This session will highlight AAM members’ use of AI tools in four demos of current use-cases. Moderated by Alison Simons of Simons Marketing\, featuring Jaemi Allen of Larson Gross demoing a customized chatbot with Sendbird\, Kelsea Balde of Anthem Strategists demoing educational presentations with Beautiful.ai\, Sunny Ricks & Drew Madison of Warren Averett demoing video creation with Synthesia\, and Ashley Webb of Mercadien demoing advanced uses for ChatGPT for strategic planning. \nLearning Objectives \n\nGain a comprehensive understanding of how AI tools are being utilized in various marketing functions\, such as content creation\, design\, planning\, and multimedia production\, and chatbots.\nLearn how AI-infused marketing tools can enhance both the efficiency and quality of marketing efforts.\nSee real-world use-cases of AI in marketing through peer-to-peer learning.\n\nSpeakers\nJaemi Allen | Marketing Manager\, Larson Gross \nJaemi is a marketing leader with extensive experience in B2B marketing\, encompassing strategy development\, campaign management\, project execution\, and performance measurement. At Larson Gross\, Jaemi oversees internal marketing initiatives and has launched the firm’s Outsourced Marketing services. \n  \n  \n  \nKelsea Balde | Marketing Manager\, Anthem Strategists \nKelsea focuses on business development\, digital marketing\, brand strategy\, content creation\, event planning\, and enhancing client experience. She also manages and trains on the firm’s CRM\, HubSpot\, and oversees the onboarding process for new clients. Additionally\, Kelsea is actively involved in the firm’s recruiting activities and piloting new tools at Anthem Strategists. \n  \n  \nSunny Ricks | Director of Marketing Communications\, Warren Averett \nIn her role\, Sunny collaborates with client service teams and niche marketers to enhance the firm’s brand\, visibility\, and communications. Sunny leads the marketing communications team\, functioning as an internal agency advising on branding\, media relations\, advertising\, publicity\, websites\, content\, social media\, and collateral\, as well as overseeing internal initiatives. \n  \n  \n  \n  \nDrew Madison | Multimedia Communications Senior Associate\, Warren Averett \nDrew produces and edits multimedia content\, including videos\, podcasts\, animations\, and live broadcasts\, utilizing AI-powered tools to streamline production and enhance quality. Drew collaborates with the marketing communications team to produce high-quality content and assists IT with in-house audio and video operations. Drew is also involved in researching new AI tools to optimize workflows and improve efficiency. \n  \n  \n  \nAshley Webb | Marketing Manager\, Mercadien \nAshley specializes in digital marketing\, business development\, data analytics/reporting and branding. She is quite tech savvy\, leveraging HubSpot\, ChatGPT\, ZoomInfo and a suite of other tools for various marketing initiatives. Ashley is responsible for developing and executing firmwide and niche-specific strategic marketing plans to meet growth goals. She is a member of BDO’s DEI and Marketing Roundtables and AAM. \n  \n  \n\nFacilitator\nAlison Simons | Managing Partner\, Simons Marketing \nAlison is the founder of Simons Marketing\, LLC\, a firm specializing in marketing services for accounting firms and wealth management companies. Under her leadership\, Simons Marketing has grown into a mulit-disciplinary team offering branding\, intentional growth strategies\, digital marketing\, and recruiting messaging. Alison is also a sought-after speaker\, presenting on topics such as niche development and AI in accounting firm marketing.
URL:https://accountingmarketing.org/event/aam-high-webinar-how-are-aam-members-using-ai-for-marketing-today/
CATEGORIES:AAM High Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250226T130000
DTEND;TZID=America/Kentucky/Louisville:20250226T140000
DTSTAMP:20250127T173655Z
CREATED:20250127T173655Z
LAST-MODIFIED:20250127T173655Z
UID:8965-1740574800-1740578400@accountingmarketing.org
SUMMARY:AAM High! Webinar: How CPA Firms Really Make Money and Grow
DESCRIPTION:Ever wonder what makes a CPA firm tick — and how you can use that knowledge to make a bigger impact as a marketer? Join our lively panel of accounting leaders as we pull back the curtain on how firms make money\, from the traditional metrics like utilization and realization to the new\, tech-driven approaches shaping the future. We’ll break down firm structures (what’s with all those separate entities?) and get real about partner compensation because understanding how they’re rewarded can help you align your efforts and get the buy-in you need. \nBut that’s not all! We’ll also tackle the big obstacles holding firms back like talent shortages\, technology and access to capital (yep\, PE is part of that). You’ll walk away with fresh insights and actionable ideas to position your firm (and yourself) as a key player in driving growth. If you’re ready to level up your marketing game and truly connect with what matters most to your firm\, this session is for you! \nSpeakers\nJoe Mastaler | Partner\, Tax Service Leader\, PBMares \nA licensed CPA in Virginia\, Joe Mastaler has also earned a Master of Science Taxation (MST) and the Chartered Global Management Accountant (CGMA) designation. Virginia Business magazine has twice named him a Super CPA for his work in the Corporate Tax practice category. \nJoe loves accounting because it allows him to use numbers to help people\, including business owners and high net worth individuals. He also enjoys growing the firm and our staff. Outside the firm\, he served on the managing accounting practice committee of the Northern Chapter of the VSCPA and is a member\, past president and current officer of the Washington Executive Association. \nJoe contributes to his local community\, including having participated in the Robinson Secondary School Athletic Boosters Club and the school’s All Night Graduation Party. Other previous service includes the Greater Williamsburg Area Chamber & Tourism Alliance\, Williamsburg-James City County Education Foundation (founding member)\, TowneBank and Hospice House and Support Care of the Williamsburg. He is also a graduate of the Civic Leadership Institute and Leadership Fairfax. \nEric Majchrzak | CEO\, BeachFleischman \nEric Majchrzak is CEO and Chairman of BeachFleischman LLP\, Arizona’s largest locally-owned CPA firm and a “Top 200 Largest CPA Firm in the U.S.” Prior to his appointment to CEO\, he was an accounting firm marketer and strategist with over 20 years’ experience in the accounting profession.  He has been named multiple times to Accounting Today Magazine’s list of the “Top 100 Most Influential People” and was named AAM’s “Rookie of the Year” (2006)\, “Marketer of the Year” (2015)\, and inductee into the AAM Hall of Fame (2018). Eric has been an AAM member for 20 years and served 2 terms on the Board of Directors. He has also served on various AAM committees\, task forces\, and was a keynote speaker for the 2021 AAM Summit. Eric enjoys offering guidance and mentoring to AAM members and helping them elevate their careers \n  \n  \nJack Kolmansberger | Chief Growth Officer\, Herbein \nJack Kolmansberger joined Herbein as CMO in 2008. Before Herbein\, he had a great 12-year run as marketing director at Asher & Company\, Inc. (which joined BDO in 2012). As CMO\, he focused on strategic planning and the integration of marketing throughout the firm. In 2022\, he was promoted to CGO.  He is charged with leading data analytics\, business development\, and client experience teams to drive profitable revenue.  Jack is the founding president of the chartered Greater Philadelphia Chapter of AAM. He worked alongside many incredible AAM members as secretary\, vice president\, and president of AAM’s national board of directors. In 2006\, he was honored with the AAM Volunteer of the Year award\, and he was inducted into AAM’s Hall of Fame in 2018. \n\nModerator\nKatie Tolin | President\, CPA Growth Guides \n\nKatie Tolin founded CPA Growth Guides after a decades-long in-house marketing career that saw her named Accounting Marketer of the Year\, one of the Top 100 Most Influential People in Public Accounting and one of the Most Powerful Women in Accounting. She was also inducted into the Accounting Marketing Hall of Fame\, is a former president of the Association for Accounting Marketing and is a contributing author to “Bull’s-Eye! The Ultimate How-To Marketing & Sales Guide for CPAs.” Throughout her career working with local\, regional and national professional services firms\, she has developed highly successful programs notable for innovation\, data-driven marketing strategies and measurable success in moving firms forward. Today she works as a consultant or an outsourced chief growth officer helping firms connect the dots between strategy and action to ensure they receive a positive ROI in the areas of marketing\, business development\, product management/innovation and client experience. In addition\, she runs mastermind groups focused on firm growth through Rally Rounds and teaches business development leadership through Power Up Professionals. \n\n 
URL:https://accountingmarketing.org/event/aam-high-webinar-how-cpa-firms-really-make-money-and-grow/
CATEGORIES:AAM High Webinar
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DTSTART;TZID=America/Kentucky/Louisville:20250130T130000
DTEND;TZID=America/Kentucky/Louisville:20250130T140000
DTSTAMP:20241216T175338Z
CREATED:20241216T175338Z
LAST-MODIFIED:20241216T175338Z
UID:8731-1738242000-1738245600@accountingmarketing.org
SUMMARY:AAM High! Webinar: Trends in Private Equity Transactions and Implications for Accountants
DESCRIPTION:Andy Jones of PrivateEquityInfo.com and Dan Mahoney of TruSight will provide data-driven insights on recent trends in private equity transactions.  The discussion will center around trends in transaction volume for private equity acquisitions and exits\, shifts in deal sizes over time\, the balance between platform and add-on investments\, changes in portfolio company holding periods\, how private equity firms have adjusted their investment focus across industries and the implications these trends have on M&A.    Furthermore\, there will be analysis as to how accounting firms can adjust their go to market strategies to align with the data driven insights and trends.   The presentation will last approximately 30 minutes with 15-30 minutes for Q & A. \nSpeakers\nAndy Jones | Founder and Managing Director\, Private Equity Info \nAndy Jones is the Founder and Managing Director of Private Equity Info\, a TruSight LLC company. He has also worked as an investment banker in London and Austin. Prior to that\, Andy worked as an engineer at General Electric. \nMBA Finance – Stockholm School of Economics\nMS Acoustical Engineering – Pennsylvania State University\nBS Mechanical Engineering – University of Tulsa \n  \nDan Mahoney | Co-founder\, TruSight \nDan Mahoney is a co-founder of TruSight and leads a team that delivers outsourced business development and deal origination services. Dan draws on an extensive background in financial consulting and business strategy. \nMBA – Villanova University\nBS Finance – Fox School of Business \n 
URL:https://accountingmarketing.org/event/aam-high-webinar-trends-in-private-equity-transactions-and-implications-for-accountants/
CATEGORIES:AAM High Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20241205T130000
DTEND;TZID=America/Kentucky/Louisville:20241205T140000
DTSTAMP:20241112T205217Z
CREATED:20241112T205217Z
LAST-MODIFIED:20241112T205217Z
UID:8541-1733403600-1733407200@accountingmarketing.org
SUMMARY:AAM High! Webinar: Behind the Scenes Panel Discussion with AAM-MAA Winners
DESCRIPTION:What makes a winning AAM MAA project? Join a panel of AAM MAA winners for a panel discussion as they talk about their projects\, what went into the project planning\, and key project takeaways for other AAM members. This AAM High! Webinar will feature insights from Freed Maxick (External Content Marketing)\, Kernutt Stokes (Website Redesign)\, and Forvis Mazars (Internal Branding/Internal Communications). AAM MAA submissions for 2025 are right around the corner – don’t miss this opportunity to hear how three members positioned their marketing projects for success – within their firms and in AAM. \nSpeakers \nMac Hartman | Chief Marketing Officer\, Freed Maxick \nMac serves as Chief Marketing Officer for Freed Maxick. He leads growth efforts and oversees the marketing and sales functions for the firm. As part of the firm’s management team\, he works closely with the firm’s directors in developing the overall marketing and sales strategies to support the strategic plan of the firm. \nMac works with industry or service line leaders to identify and implement marketing and sales programs to achieve their goals. He serves as a resource across the firm to increase broad cohesion for strategic plans. In addition\, he oversees all internal and external firm communications and client experience programs. \nMac graduated from Buffalo State University with a degree in Communications and has over 20 years’ experience in professional services marketing. He is a member of the Association for Accounting Marketing (AAM) and the Boomer Marketing Circle. \nHe also active in the community and currently serves on the board of directors for the 11 Day Power Play and has helped raise of $10 million in funds to support cancer research since its inception in 2017. In addition\, he previously served on the board of directors for the Taste of Buffalo\, serving as the Chair for the event in 2010. \n  \nAmy Delaney | Director of Marketing and Business Development\, Kernutt Stokes \nAmy is the director of marketing and business development for Kernutt Stokes\, based in Eugene\, Oregon. Prior to joining her firm in 2020\, she was the vice president/director of marketing for a commercial bank and was vice president of marketing and manager of customer experience for a family-owned chain of upscale grocery stores in Oregon. \nAmy loves what she does\, finding true enjoyment in helping her coworkers succeed so they can in turn help their clients be successful. She brings passion\, enthusiasm\, and a competitive spirit with her\, especially about brand strategy\, all things marketing\, and company culture. \nIn her free time\, Amy enjoys playing and cuddling with her rescue dog Finnegan\, cheering for the Oregon Ducks\, watching sports\, traveling anywhere and everywhere\, baking\, wine tasting\, gardening\, learning\, and spending time with her family and friends. \n  \nAnne Creasy\, APR | Senior Manager\, Forvis Mazars \nAnne is a senior manager on the Forvis Mazars Strategic Communications Team. With more than 20 years of communications experience\, she develops comprehensive communication plans to achieve measured results. Anne leads the development of the firm’s corporate Alumni Network strategy which includes targeted communications to retired partners and alumni. Her additional focus areas include partnering with leaders to create communication plans that inform\, support change adoption\, enhance the team member experience\, and strengthen marketplace awareness of the firm brand and the Alumni Network. \nHer passion is connecting people to each other and building relationships. Anne organizes quarterly leadership updates for the Ambassador/retired partner group to keep them informed. Each quarter\, alumni of the firm receive an Alumni Network e-newsletter which includes firm news\, thought leadership\, CPE opportunities\, and two alumni spotlight articles—featuring Ambassadors and notable alumni of the firm. \nAnne is also a public relations advisor. She holds an Accreditation in Public Relations from the Public Relations Society of America (PRSA). In addition to her tenure of 12 years with the firm\, she has more than ten years of experience in state legislative relations and media relations. In 2023\, Anne earned an Executive Leadership Certificate from PRSA. She is also Vice Chair of the Board of Directors of Veritas School in Richmond\, VA and volunteers at her church discipling middle school girls. \nAnne graduated from James Madison University with B.A. degrees in English literature and Spanish language.
URL:https://accountingmarketing.org/event/aam-high-webinar-behind-the-scenes-panel-discussion-with-aam-maa-winners/
CATEGORIES:AAM High Webinar
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DTSTART;TZID=America/Kentucky/Louisville:20241114T130000
DTEND;TZID=America/Kentucky/Louisville:20241114T140000
DTSTAMP:20241008T181022Z
CREATED:20241008T181022Z
LAST-MODIFIED:20241008T181022Z
UID:8420-1731589200-1731592800@accountingmarketing.org
SUMMARY:AAM High! Webinar: Creating a Culture of Business Development - What Actually Works
DESCRIPTION:Join Adam Klein (Chief Growth Officer\, Bennet Thrasher)\, Mark Burnette (Chief Growth Officer\, LBMC) and David Toth (Chief Growth Officer\, Winding River Consulting) in a discussion around practical strategies for fostering a business development culture that drives results within the firm. \nThis webinar explores proven techniques\, actionable insights\, and real-world examples to help organizations build a sustainable growth mindset and empower teams to succeed in today’s competitive landscape. Our panelists will share insights from their experiences: \n\nBuilding sales teams\nHow to effectively interact with marketing teams to maximize results\nHow to leverage technology to accelerate the sales process\nHow to build consensus among partners and firm leadership for sales initiatives\nHow firms can build growth cultures throughout their organizations and the value of doing so for longer-term evolution and success\n\n  \nSpeakers\nAdam Klein | Chief Growth Officer\, Bennet Thrasher \nAdam Klein is an accomplished leader recognized for his expertise in strategic growth\, business development\, sales\, and marketing. With a proven track record of building impactful relationships and driving revenue growth across diverse industries\, Adam has consistently elevated the brand value of the organizations he’s served. \nClients\, colleagues\, and industry peers commend Adam for his unwavering energy\, curiosity\, integrity\, and visionary leadership. He excels in delivering results while embodying friendliness and care\, and his proactive approach to shaping the future sets him apart. \nCurrently serving as the Chief Growth Officer at Bennett Thrasher\, a top-75 accounting and advisory firm\, Adam plays a pivotal role in driving progressive growth strategies and implementing impactful business development and marketing initiatives. Leading the firm’s growth function\, he is instrumental in fostering a business development culture\, expanding strategic partnerships\, and strengthening the firm’s brand identity. Adam’s additional expertise includes business development training\, industry go-to-market planning\, sales process & strategy\, coaching and client experience. \nDavid Toth | Chief Growth Officer\, Winding River Consulting \nDavid Toth is a distinguished entrepreneur & consultant recognized for his strategic expertise in fostering growth and enhancing practice management within the accounting and advisory sectors. With almost two decades of leadership experience\, he has become a vital strategic partner to numerous firms\, specializing in digital transformation and strategic growth\, leadership development\, management consulting and strategic facilitation. \nIn his pivotal role with Winding River Consulting’s premier program\, MPB | Leadership Accelerated\, David enhances communication and collaboration among firm leadership\, partners\, and growth teams\, ensuring alignment and fostering an environment conducive to shared success. Furthermore\, he is the founder of the Digital Deep Dive Summit\, an influential annual seminar that has successfully convened leaders from over 50 firms in the past three years to advance digital strategy through robust peer-to-peer engagement. \nMark Burnette | Chief Growth Officer\, LBMC \nFor his day job\, Mark Burnette is the Practice Leader for LBMC’s Advisory Services practice\, and is the Chief Growth Officer for the firm. In his current role\, Mark oversees LBMC’s client-service efforts for transaction work\, valuation and forensics\, data analytics\, cybersecurity\, and consulting\, and leads and drives revenue growth activities firmwide. \nMark has a deep background in cybersecurity\, including previously developing and leading LBMC’s cybersecurity practice. Recognized as an IT security expert by technology think-tank Gartner\, Mark has repeatedly been featured as a subject matter expert on ABC and CBS television affiliates been published in print media such as CSO\, Secure Enterprise\, Information Security\, and ComputerWorld magazines\, and quoted by ABCnews.com\, among many media appearances. Mark’s engaging style has made him a popular and highly-requested speaker for international conferences and specialty groups around the world. In March 2019\, Mark delivered a wildly-popular TED talk at TEDxNashville titled “The Humanity Behind Cybersecurity Attacks”. Mark’s book\, “Risky Business: Cybersecurity Leadership The Right Way” provides practical insights on cybersecurity leadership and was published in August 2019. Mark has been recognized as one of the cybersecurity industry’s 75 “Pioneers”\, having been one of the first enterprise CISOs\, and\, in so doing\, laying the groundwork for today’s CISO role.
URL:https://accountingmarketing.org/event/aam-high-webinar-creating-a-culture-of-business-development-what-actually-works/
CATEGORIES:AAM High Webinar
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DTSTART;TZID=America/Kentucky/Louisville:20240912T130000
DTEND;TZID=America/Kentucky/Louisville:20240912T140000
DTSTAMP:20240815T204440Z
CREATED:20240815T204440Z
LAST-MODIFIED:20240815T204440Z
UID:8202-1726146000-1726149600@accountingmarketing.org
SUMMARY:AAM High! Webinar: Crisis Without Chaos: Communications Strategy for the Unexpected
DESCRIPTION:Cancel culture. IT breakdowns. Sudden death. Natural disasters. When handled badly\, these crisis situations pose high stakes for businesses. Marketers and PR specialists need to be included in the planning response and also be ready for action. To manage the situation and avoid chaos\, we’ll talk about the three Rs of crisis communications: Regroup. Review. Respond. \nWe’ll cover:\n· How to regroup emotionally and address the situation objectively\n· Methods to review what ifs\, organize roles and avoid common mistakes\n· Strategies for determining if\, when and how to respond \nSpeaker \nChristine Nelson | Communications Consultant at Ingenuity Marketing Group \nChristine Nelson is a Communications Consultant at Ingenuity Marketing Group. She has consulted with clients on crisis communications for more than two decades. Using journalistic instincts and a future focus\, she assists with meaningful messaging internally and externally when every minute counts.
URL:https://accountingmarketing.org/event/aam-high-webinar-crisis-without-chaos-communications-strategy-for-the-unexpected/
CATEGORIES:AAM High Webinar
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DTSTART;TZID=America/Kentucky/Louisville:20240806T130000
DTEND;TZID=America/Kentucky/Louisville:20240806T140000
DTSTAMP:20240719T124328Z
CREATED:20240719T124328Z
LAST-MODIFIED:20240719T124328Z
UID:8098-1722949200-1722952800@accountingmarketing.org
SUMMARY:AAM High! Webinar: Private Equity\, M&A\, and Future Growth Opportunities within the Accounting Industry
DESCRIPTION:This session will explore the current transformation underway in the accounting sector\, including the impact of private equity (PE)\, mergers & acquisitions (M&A)\, and alternative practice structures. Participants will gain an increased understanding of these industry dynamics that are likely to reshape and redefine the CPA firm of the future\, with a particular focus placed on likely changes to the marketing and growth professionals’ role. \nWhether you are aiming to understand the current changes in the accounting industry\, explore growth opportunities for your firm\, or simply stay informed about the future of the accounting profession\, this webinar is designed to provide you with the knowledge and tools you need to thrive in a competitive market.\n\nThroughout this webinar\, you will:\n\n\nDiscover Emerging Trends: Learn about the latest trends in private equity and M&A activities within the accounting industry. Understand how these trends are influencing market dynamics and what they mean for your firm.\nGain Strategic Insights: Delve into the common strategies to leverage PE investments and M&A for growth and competitive advantage. Hear about real-world examples that highlight successful and not-so-successful approaches.\nUnderstand Implications: Explore the broader implications of PE and M&A on the accounting industry\, including changes in business models\, client expectations\, and service offerings. Get a clear picture of how these changes are shaping the future landscape and your position as a marketer.\nBest Practices and Tactics: Equip yourself with actionable tactics and best practices to navigate the complexities of a dynamic competitive landscape. Learn how to position your firm for success\, mitigate risks\, and capitalize on new opportunities.\n\n\nAlex Drost\, Managing Principal of ConnectionBuilders and 2024 AAM Summit Speaker\, will be interviewed by Chris Camara of INSIDE Public Accounting in this webinar that is sure to leave you with a list of takeaways for yourself and your firm.\nSpeaker\nAlex Drost  | Managing Principal at ConnectionBuilders \nAlex Drost is a growth-minded consultant with a proven track record of success in driving innovation\, leading strategic initiatives\, and championing tactical execution. He has nearly two decades of entrepreneurial experience and continually demonstrates his ability to navigate dynamic business environments. He is adept at managing complex projects\, simplifying core objectives\, and motivating teams to achieve their best work. \nAs the Managing Principal of Connection Builders\, Alex consults with middle-market advisory services firms on setting and attaining strategic initiatives to unlock growth potential and maximize value creation opportunities. His work includes strategic planning\, retreat facilitation\, and growth enablement services. As a recognized middle-market expert\, Alex has served as a Board Member and Strategic Advisor for the Association for Corporate Growth (ACG) and an Executive Committee Member for the Great Lakes Capital Connection (GLCC). He is also an Association for Accounting Marketing (AAM) Business Development Advisory Board member.
URL:https://accountingmarketing.org/event/aam-high-webinar-private-equity-ma-and-future-growth-opportunities-within-the-accounting-industry/
CATEGORIES:AAM High Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20240730T130000
DTEND;TZID=America/Kentucky/Louisville:20240730T140000
DTSTAMP:20240719T141600Z
CREATED:20240715T173704Z
LAST-MODIFIED:20240719T141600Z
UID:8088-1722344400-1722348000@accountingmarketing.org
SUMMARY:AAM High! Webinar: Adapting Your Business Development and Marketing to Changing Buyer Behavior
DESCRIPTION:Buyer behavior is evolving at an unprecedented pace\, prompting accounting firms to swiftly adapt their business development and marketing strategies. Yet\, amid these changes\, where are the prevailing trends directing us? \nJoin us on Tuesday\, July 30th for a live\, interactive webinar as Hinge’s Will Casserly facilitates a research-guided discussion on adapting to changing buyer behavior with Angele Fox\, Growth Marketing Director at CBIZ. They’ll utilize primary research on the accounting buyers and the fastest growing accounting firms to provide practical insights you can use in your marketing and business development planning. \nIf you’re looking for strategic insights grounded in the latest buyer research\, don’t miss this exciting webinar that is free to AAM members! \nWhat you’ll learn: \n\nHow accounting buyer behavior shifted over time\nHow today’s buyers search for and evaluate accounting and financial services firms\nHow to high growth firms are adapting to the changing environment\nHow to stay relevant during times of intense change\n\nPresenters\n \n \nWill Casserly | Account Director at Hinge \nWill works with Hinge’s accounting and financial services clients to achieve their strategic\, brand visibility and growth objectives. His business development experience over 25 years spans in-house marketing departments\, agency work\, communications\, media and public relations\, graphic design\, video production and more. You can connect with him on LinkedIn here at https://www.linkedin.com/in/willcasserly/. \n\n  \nAngele Fox | Growth Marketing Director at CBIZ \nAngele Fox is a seasoned marketing and growth leader with more than 17 years of diverse experience\, including strategy\, analysis\, product/marketing\, and operations. As the Growth Marketing Director at CBIZ\, she leads marketing for the National Advisory lines\, creating strategies that drive revenue growth through strategic marketing\, team building\, and analytics. Angele excels in leveraging digital communication platforms and creating impactful thought leadership content\, resulting in significant increases in marketing qualified leads and brand positioning. \nThroughout her career\, Angele has been recognized for optimizing marketing operations and delivering detailed market analyses. Her leadership and expertise in fostering cross-functional collaboration have consistently achieved outstanding results\, making her a highly respected leader.
URL:https://accountingmarketing.org/event/aam-high-webinar-adapting-your-business-development-and-marketing-to-changing-buyer-behavior/
CATEGORIES:AAM High Webinar
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
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