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DTSTART;TZID=America/Kentucky/Louisville:20260226T130000
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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
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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
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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
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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
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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
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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
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DTSTART;TZID=America/Kentucky/Louisville:20240313T130000
DTEND;TZID=America/Kentucky/Louisville:20240313T134500
DTSTAMP:20240131T192618Z
CREATED:20240131T181413Z
LAST-MODIFIED:20240131T192618Z
UID:7473-1710334800-1710337500@accountingmarketing.org
SUMMARY:AAM High! Webinar: Maximizing CRM Impact: Real-World Examples for Firm Growth
DESCRIPTION:This webinar is designed for members seeking new ways to leverage their CRM systems to help achieve firm goals. Join us for three live demonstrations by highly respected industry insiders showing practical applications they’re using in their firms today. In response to member feedback requesting high-impact education in shorter durations\, we’re excited to present a 45-minute webinar packed with valuable insights. \nRe-Engaging Subscribers: Rachel Pomeani from Clearly Rated will share her company’s journey in re-engaging subscribers\, including email blasts and subject lines\, the best and the worst reported metrics\, and the new revenue attributed by this initiative. \nDrip Emails and Mid-Funnel Educational Materials: Sean Sullivan from RedPath CPAs will walk us through how his firm uses drip emails with mid-funnel educational materials\, assigns lead scores\, and prompts salespeople to take action through CRM workflows. \nSales Pipeline Optimization: Rachael McGrew from Landmark CPAs will show her firm’s CRM sales pipeline\, showing how leads and website form submissions are added to the first step deal phase and the expected revenue in each stage of the pipeline based on historical win rates.\nSpeakers\n \nRachael McGrew | Business Development Director at Landmark CPAs \nRachael McGrew is the Business Development Director for Landmark CPAs\, one of the largest accounting firms in Arkansas. In her m \nultifaceted role\, she oversees the firm’s marketing and business development strategy\, manages internal and external communications\, maintains the firm’s social media and web presence\, and plans and executes firm events and community outreach programs. She also assists with mergers and acquisitions\, coordinates recruiting campaigns\, and serves on industry association committees. \nRachael is a graduate of the Leadership Fort Smith program and has been recognized as a 40 Under 40 honoree by both the Arkansas Business Journal and the Northwest Arkansas Business Journal. She holds a Bachelor of Business Administration in Marketing with a minor in Interdisciplinary Studies from the University of Central Arkansas and a Technical Certificate in Graphic Design from the University of Arkansas – Fort Smith. \nIn addition to her professional responsibilities\, Rachael is an active member of the Association of Accounting Marketing (AAM)\, where she serves on the Board of Directors\, leads an AAM Circle focused on HubSpot\, and is a member of the AAM Minute committee. She is also a member of the Associated Builders and Contractors of Arkansas’ Western Council. \nOutside of her professional life\, Rachael is married to an entrepreneur and they have a teenager who is active in volleyball. Her diverse professional experience\, leadership roles\, and community involvement make her a valuable asset in the field of business development in the accounting industry. \nSean M. Sullivan | Marketing Director at Redpath and Company \nSean Sullivan is a seasoned marketing professional with a strong background in both creative and strategic marketing initiatives. He currently serves as the Director of Marketing at Redpath and Company\, a leading accounting and advisory firm. \nSean’s key areas of expertise include lead generation and new customer acquisition\, content development\, project management\, art direction\, and multi-channel campaign implementation. He is a process-oriented strategic thinker\, adept at translating ideas and key messages into actionable insights and effective customer-focused marketing communications. \nPrior to joining Redpath and Company\, Sean served as a Marketing Account Manager at C.H. Robinson. In this role\, he balanced a number of responsibilities including driving revenue growth\, building brand awareness\, utilizing multi-channel marketing tactics\, and leading high profile\, cross-functional projects such as brand integrations and global tagline development. \nSean holds a Bachelor of Fine Arts (B.F.A.) in Graphic Design from the University of Minnesota and has completed HubSpot Inbound Marketing training courses. He served as president of the AAM Minnesota Chapter from 2019-2022. His ability to balance creative and strategic initiatives allows him to drive growth and brand awareness effectively. \n \nRachel Pompeani | Growth Marketing Manager at ClearlyRated \nRachel Pompeani is a seasoned marketing professional with over a decade of experience in the field. She currently serves as the Growth Marketing Manager at ClearlyRated\, a satisfaction survey program designed for B2B service firms\, a position she has held since July 2021. \nRachel has built a diverse and extensive career in the field of marketing. Over the years\, she has held various marketing positions in both B2B and B2C markets and her dynamic career trajectory reflects her expertise and commitment to the field of marketing. \nRachel’s responsibilities at ClearlyRated are diverse and include digital marketing\, content management\, email communication\, graphic creation\, and is on the industry expansion team to further grow ClearlyRated. She also spends much of her time working in Hubspot for marketing automation\, lead generation\, and contact management. \nRachel holds a Bachelor of Science (B.S.) degree in Communications and Marketing from Ohio University. \nIn addition to her professional responsibilities\, Rachel is an active member of the Association of Accounting Marketing (AAM)\, where she co-chairs the AAM Minute Committee. \nModerator\nAlison Simons | Simons Marketing \nFor seven great years\, Alison was the head of marketing for a regional CPA firm in Greater Boston where she would joke “if it’s not an audit or a tax return\, it crosses my desk.”  She was responsible for branding and online marketing\, recruiting and firm culture\, business development and proposals\, and more.  In 2013 she founded Simons Marketing and attracted a team of really amazing people to work with CPA firms and wealth management firms across the US. Alison is a member of the AAM\, BDO Alliance\, and MassCPAs.
URL:https://accountingmarketing.org/event/aam-high-webinar-maximizing-crm-impact-real-world-examples-for-firm-growth/
CATEGORIES:AAM High Webinar
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DTSTART;TZID=America/Kentucky/Louisville:20240228T130000
DTEND;TZID=America/Kentucky/Louisville:20240228T140000
DTSTAMP:20240123T211539Z
CREATED:20240123T211539Z
LAST-MODIFIED:20240123T211539Z
UID:7436-1709125200-1709128800@accountingmarketing.org
SUMMARY:AAM High! Webinar: From Hype to Practical Application: AI for Accounting Marketers
DESCRIPTION:Are you struggling to effectively use AI in your marketing workflow? \nWhether you’re a solo marketer or a member of a marketing team\, AI and AI-powered tools should be an essential part of your toolkit. Learning how to use these tools to complete various marketing tasks is the key. \nIn this webinar\, you’ll: \n\nLearn how to use AI to tackle specific marketing use cases.\nLearn advanced prompt techniques to get the results you want.\nHear from two marketing colleagues about how they are utilizing AI.\nReceive a spreadsheet of prompts showcased in the webinar that you can use later.\n\nLeading the webinar is Don Breckenridge\, a recognized AI expert\, and partner at Marketing by Numbers. Joining Don are Sarah Stage from Insero and Laura Metz from HCVT\, who will share how they are using AI in their firm’s day-to-day marketing efforts. \nJoin us for this fast-paced\, value-packed webinar that leaves you with tools you can use right away. \nSpeakers\nDon Breckenridge | Marketing by Numbers \nDon is a partner and co-founder of Marketing by Numbers\, the only AI-powered marketing platform designed specifically for accounting firms. \nThe platform helps firms leverage thought leadership to showcase their expertise\, educate clients and prospects\, and generate intelligent conversions that result in new engagements. Small firms with no marketing resources can use the hands-off automated service\, whereas larger firms are able to utilize the platform’s hands-on features. The result for all firms is a streamlined marketing process that helps drive growth. \nDon is also the founder of The AI Advisor\, a site where professionals in the accounting industry can learn\, share\, and connect with others about advances and applications of AI. \nLaura Metz | HCVT LLP \nLaura Metz is a marketing professional with over 10 years of experience in the accounting industry\, focusing on the “people” element of tax\, audit\, and accounting. She is currently serving as senior growth manager for HCVT\, working to develop and implement the firm’s growth strategy\, supporting the firm\, industry niches\, and service lines. \n  \nSarah Stage | Insero \nSarah is the Director of Marketing at Insero & Co. CPAs and has over 15 years of experience helping businesses and nonprofit organizations grow. She works collaboratively with clients and partners to develop effective marketing strategies to help reach their individual goals. Sarah strives to help connect businesses\, nonprofit organizations\, and government agencies with the right services and providers to meet their needs.
URL:https://accountingmarketing.org/event/aam-high-webinar-from-hype-to-practical-application-ai-for-accounting-marketers/
CATEGORIES:AAM High Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20240207T130000
DTEND;TZID=America/Kentucky/Louisville:20240207T134500
DTSTAMP:20240109T212431Z
CREATED:20231114T200916Z
LAST-MODIFIED:20240109T212431Z
UID:6992-1707310800-1707313500@accountingmarketing.org
SUMMARY:AAM High! Webinar: Five Ways to Build a MarTech Stack That Actually Works for You
DESCRIPTION:There’s a shiny new marketing technology every day. It seems like by the time you’ve onboarded with a new tool\, a newer and better tool has been released. With so many different technologies\, and marketers wearing many hats\, how are you supposed to keep up with it all—much less actually use these tools to generate leads\, retain your clients\, and increase brand awareness? Join Warren Averett’s Joy Abbott and Sunny Ricks to learn how to identify the tools you actually need\, how these tools can work for your firm\, and how to scale your MarTech strategy to ultimately reach your marketing goals. \nSpeakers \nJoy Abbott \nMarketing Technology Manager | Warren Averett \n  \n  \n  \n  \nSunny Ricks \nDirector of Marketing Communications |Warren Averett \n 
URL:https://accountingmarketing.org/event/aam-high-webinar-five-ways-to-build-a-martech-stack-that-actually-works-for-you/
CATEGORIES:AAM High Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20240125T130000
DTEND;TZID=America/Kentucky/Louisville:20240125T134500
DTSTAMP:20231108T173604Z
CREATED:20231108T173604Z
LAST-MODIFIED:20231108T173604Z
UID:6985-1706187600-1706190300@accountingmarketing.org
SUMMARY:AAM High! Webinar: Crack the Code to Paid Search Success
DESCRIPTION:Are you ready to take your digital advertising game to the next level? Join us for an exclusive webinar where we delve into the world of AI-powered strategies to revolutionize your paid search campaigns!\n\nWebinar Overview:\nIn today’s competitive digital landscape\, mastering the art of paid search advertising is essential to stand out and drive impactful results. This webinar is your golden opportunity to unlock the secrets behind building ad campaigns that not only capture attention but also convert effectively.\n\nKey Highlights:\n·       AI Unleashed: Discover how cutting-edge AI techniques are transforming the way advertisers create\, optimize\, and manage paid search ads.\n·       Strategic Insights: Learn proven strategies to maximize your ad budget\, target the right audience\, and improve click-through and conversion rates.\n·       Ad Campaign Case Studies: Dive into real-world examples showcasing how leading brands have utilized AI-powered tricks to achieve remarkable success in their ad campaigns.\n·       Hands-On Tips: Get ready to explore practical tips and step-by-step guidance on implementing AI-driven tactics into your advertising workflow.\n·       Q&A Session: Engage with our industry expert to get answers to your burning questions about AI and paid search.\n\nWho Should Attend:\n·       Digital marketers at all levels\n·       Business development professionals looking for an “in”\n·       Anyone looking to enhance their understanding of AI-powered paid search strategies\n\nJoin us for an insightful journey into the future of advertising\, where AI is the catalyst for unparalleled success. Don’t miss out on this opportunity to crack the code and elevate your paid search campaigns to new heights.\n\nSpeaker \nBecky Livingston is the Owner and CEO of Penheel Marketing\, a NJ-based firm specializing in social media and digital marketing for CPAs. With over 25 years of marketing and tech experience\, she is the author of “The B2B Marketer’s Guide to AI: Strategies\, Tactics & Tools for Success\,” “SEO for CPAs – The Accountant’s SEO Handbook\,” “The Accountant’s Social Media Handbook\,” and “SEO Secrets\, Myths and Truths to Being Found Online.” In addition to being a practitioner\, she is a dog lover\, an active Association for Accounting Marketing’s (AAM) committee member\, an adjunct professor\, and HubSpot partner.
URL:https://accountingmarketing.org/event/aam-high-webinar-crack-the-code-to-paid-search-success/
CATEGORIES:AAM High Webinar
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
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DTSTART;TZID=America/Kentucky/Louisville:20231107T130000
DTEND;TZID=America/Kentucky/Louisville:20231107T134500
DTSTAMP:20231023T154613Z
CREATED:20231023T154613Z
LAST-MODIFIED:20231023T154613Z
UID:6934-1699362000-1699364700@accountingmarketing.org
SUMMARY:AAM High! Webinar: Marketing Metrics That Matter
DESCRIPTION:Today we have more data than we ever did before. However\, not all data is created equal. Do you know what data firm leaders actually care about? And how does that data differ from what you as a marketer look at? While you might look at email open rates and engagement numbers to enhance your efforts\, many partners don’t understand this data nor do they truly care about it if it doesn’t tie into a strategic firm goal.  You have to understand what matters to your firm and be able to share KPIs that highlight marketing’s contributions to the firm. This session will look at: \n\nMetrics marketing should consider\nMetrics partners likely care about\nHow a KPI dashboard can help others visualize the story you want to tell\n\nSpeaker \nKatie Tolin founded CPA Growth Guides after a decades-long in-house marketing 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. \nThroughout her career\, Katie has been 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.” In addition\, she runs mastermind groups focused on firm growth through her other company\, Rally Rounds\, and teaches business development leadership through Power Up Professionals.
URL:https://accountingmarketing.org/event/aam-high-webinar-marketing-metrics-that-matter/
CATEGORIES:AAM High Webinar,Virtual
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:20230919T140000
DTEND;TZID=America/Kentucky/Louisville:20230919T150000
DTSTAMP:20230914T204236Z
CREATED:20230818T144529Z
LAST-MODIFIED:20230914T204236Z
UID:6631-1695132000-1695135600@accountingmarketing.org
SUMMARY:AAM DEI Webinar: Employee Resource Groups (ERGs) 101
DESCRIPTION:Employee resource groups (ERGs) have been flourishing in the last year as companies explore strategies to strengthen their diversity\, equity\, and inclusion (DEI) initiatives. Like all new ventures\, the journey to create ERGs that have a positive impact on your employees and firm as a whole requires thoughtfulness\, commitment\, collaboration\, time\, and patience. If you and your firm are thinking about establishing ERGs\, you don’t want to miss this panel. The speakers will discuss how they got started\, their approach\, and what they’ve learned along the way\, as well as their ways to set them up for success and pitfalls to avoid. We will discuss: \n\nHow to establish\, facilitate and maintain ERGs\nHow ERGs can increase and improve employees’ experience and feelings of inclusion\nHow including ERG materials in an onboarding “welcome kit” can help with retention\nHow to form ERGs in a small firm or take advantage of firm network ERGs\n\nSpeakers \nMelaura Benitez\, MPA\, SHRM-SCP\nManager\, Human Resources\, Florida Region | Rehmann \n \nAs a Rehmann human resources manager\, Melaura serves as the primary contact for associate relations in the Florida region\, supporting the firm’s performance management process. She develops and provides guidance on new and existing policies and procedures to meet the firm’s human resource needs and helps create and measure success of initiatives to maintain positive employee engagement and satisfaction. Additionally\, she manages the firm’s compensation process and annual reporting. She also serves as the human resources department lead on firm-wide diversity\, equity\, and inclusion initiatives as a member of Rehman’s Diversity Action Council. \nMelaura began her human resources career in 2012 at New York City Ballet in New York. She worked in the arts industry at New York City Ballet as HR manager six and a half years and as their office manager for five years with a strong lean in the HR functions of the organization. She joined Rehmann in 2019. \nMelaura is a member of the Society of Human Resource Management (SHRM). A SHRM senior certified professional\, she is qualified to develop and implement policies and strategies\, serve as point of contact for staff and stakeholders\, deliver HR services and perform operational HR functions. \nNatalie Ikker\nPeople Programs Manager\, GHJ \nNatalie Ikker has over nine years of experience incorporating relationship-building practices\, program development and management and building upon collaborative people-oriented initiatives in a variety of roles and companies. \nPrior to joining GHJ in 2022\, Natalie worked at a university in Southern California. Throughout her time there\, she managed undergraduate advising in a prominent academic department\, enhanced internship and research programs\, incorporated equity initiatives\, oversaw strategic assessment projects and led events focused on early career topics and holistic student success for the populations she served. She was also involved in departmental DEI efforts\, professional staff committees and campus mentorship opportunities. \nNatalie is passionate about building meaningful partnerships with individuals and teams to connect on what matters most — their goals\, needs\, wants\, areas for improvement\, strengths\, etc. — to address current pain points and understand how solutions can be implemented or reimagined in future approaches. \nKristen Wilbur\, CPA\, CISSP\, CCSIK\, CISA\, ISO 27001\nLead Auditor\, Principal\, Schellman \nKristen Wilbur is a Principal with Schellman\, with over 13 years of experience in providing IT attestation and compliance services. Kristen has evaluated risk and controls for Global 1000\, Fortune 500\, and regional companies during the course of her career with a strong focus in the technology sector.  Kristen currently leads the New York City practice at Schellman where she specializes in SOC 1\, SOC 2\, ISO 27001\, and HIPAA reporting. In her portfolio she also manages large scale engagements that include FedRAMP\, HITRUST\, and Privacy. \nKristen majored in Criminal Justice and Spanish in her undergrad and completed her MBA with an IT Management Concentration. She began her career at a Big 4 CPA firm in the IT advisory group where she spent three years supporting integrated SOX 404 audits as well as performing SOC reporting before moving to Schellman.  She has the following technical certifications: CPA\, CISSP\, CCSK\, CISA\, Advanced SOC and ISO 27001 Lead Auditor. \nKristen has a strong passion for giving back and in 2018 helped to establish the corporate social responsibility program at Schellman called SchellmanCARES. SchellmanCARES was formalized with the intention of creating a launch pad for programs within our Firm that reflect the values\, interests\, and needs of our ever growing and evolving team.  This employee-led initiative demonstrates our commitment to issues that we are most passionate about: Charity\, Advocacy\, Resources\, Employee Engagement\, and Service (CARES).  Within the framework of the CARES umbrella\, we are able to foster a sense of pride and belonging as well as make a meaningful impact on our people and our communities. \nInteractivity \nThere will be a question-and-answer portion at the end of the session\, but we will also take questions throughout the presentation as they arise.
URL:https://accountingmarketing.org/event/aam-dei-webinar-employee-resource-groups-ergs-101/
CATEGORIES:AAM High Webinar,Virtual
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DTSTART;TZID=America/Kentucky/Louisville:20230830T130000
DTEND;TZID=America/Kentucky/Louisville:20230830T140000
DTSTAMP:20230724T201045Z
CREATED:20230724T201045Z
LAST-MODIFIED:20230724T201045Z
UID:6509-1693400400-1693404000@accountingmarketing.org
SUMMARY:AAM High! Webinar: How Accounting Marketers Can Navigate the Opportunity and Obstacles of ChatGPT
DESCRIPTION:ChatGPT and hundreds of other generative AI tools have exploded in popularity this year introducing a new wave of disruption for accounting marketers. How should we prepare and adapt for a future dominated by these tools? Join Hinge’s Karl Feldman and Austin McNair for a discussion of specific strategies accounting marketers should consider in the wake of this artificial intelligence boom. Moreover\, they’ll discuss primary risks associated with using these tools and how you can develop a roadmap for responsibly using these tools. \nPresenters: \nKarl Feldman\, Senior Partner at Hinge \n  \n  \n  \nAustin McNair\, Senior Marketing Manager at Hinge
URL:https://accountingmarketing.org/event/aam-high-webinar-how-accounting-marketers-can-navigate-the-opportunity-and-obstacles-of-chatgpt/
CATEGORIES:AAM High Webinar,Virtual
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20230725T130000
DTEND;TZID=America/Kentucky/Louisville:20230725T140000
DTSTAMP:20230609T152540Z
CREATED:20230609T152540Z
LAST-MODIFIED:20230609T152540Z
UID:6345-1690290000-1690293600@accountingmarketing.org
SUMMARY:AAM High! Webinar: From Pointless to Powerful: Making Your LinkedIn Presence Matter in the Accounting Industry
DESCRIPTION:Discover the secrets to transforming your LinkedIn presence in the accounting industry. Join us for an engaging webinar that will explore strategies to leverage LinkedIn for success with practical approaches based on varying levels of time commitments and resources\, while minimizing the cringe-worthy posts that are so often found on the platform. \nThe webinar will begin with a level set on LinkedIn and various approaches to utilizing it: \n\nMaintaining Presence and Business Credibility: Understand the significance of establishing a strong presence on LinkedIn and its impact on building credibility in the accounting industry. We will explore tools and techniques\, including AI and automation\, to minimize the time required to accomplish this goal effectively.\n\n\nGrowth Strategy: Learn about the essential components of a growth strategy on LinkedIn. We will examine real commitments and showcase examples of companies and their employees who have successfully executed LinkedIn growth strategies in the accounting industry.\n\nThroughout the webinar\, you will gain practical insights and actionable tips to optimize your firm and your colleagues’ LinkedIn presence. \nSpeakers \nDavid Toth \n \nDavid M. Toth is a principal at Winding River Consulting. In his role as Chief Growth Officer\, he guides the accounting profession’s ‘Top 400’ firms in designing and implementing highly-effective\, strategic-growth frameworks that encompass M&A\, digital\, and internal organic growth. \nDavid facilitates Winding River Consulting’s (WRC) marque program\, MPB | Leadership Accelerated (formerly\, Managing Partner Bootcamp)\, helping firms address the increasingly critical communication gap and gain alignment between leadership\, marketing\, and business development. He created WRC’s Digital Deep Dive Summit\, an annual two-day seminar dedicated to the advancement of digital strategy through a peer-to-peer driven program. \nOver the past two decades\, David has served as an outsourced CMO for organizations in sectors from fast-growing start-ups to well established Fortune 500 companies. In 2022\, he was named one of CPA Practice Advisor’s ’20 under 40 Top Influencers’ in the accounting profession. He was recognized as a 2023 ‘Notable Leaders in Accounting & Consulting’ by Crain’s Cleveland Business. \nDavid prioritizes building meaningful relationships recognizing that\, while each business and industry is unique\, the foundation to success is always the same: know your customer. \nJames Hirchak \n \nJames Hirchak is the President & Co-Founder of Astute Review\, a software company focused on helping marketing teams within accounting quantify and improve brand compliance through automation tools. \nBefore starting Astute\, James served as a Director of Corporate Development for Dover Corporation\, where he was responsible for managing mergers & acquisitions and general strategic initiatives within Dover. Prior to Dover\, James worked in the Economic and Valuation Services practice at KPMG. \nJames holds a BS in Finance and Entrepreneurship from Miami University and an MBA from the Kellogg School of Management. \nJames lives in Chicago\, IL with his wife and two daughters.
URL:https://accountingmarketing.org/event/aam-high-webinar-from-pointless-to-powerful-making-your-linkedin-presence-matter-in-the-accounting-industry/
CATEGORIES:AAM High Webinar
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DTSTART;TZID=America/Kentucky/Louisville:20230606T130000
DTEND;TZID=America/Kentucky/Louisville:20230606T141500
DTSTAMP:20230413T171508Z
CREATED:20230413T171325Z
LAST-MODIFIED:20230413T171508Z
UID:6087-1686056400-1686060900@accountingmarketing.org
SUMMARY:AAM High! Webinar: A Marketer's Road Map to Driving Sales Culture
DESCRIPTION:While marketing and sales are both tasked with driving awareness\, leads and ultimately revenue to the firm…the paths are very different. If your already full plate of marketing duties also includes supporting the business development function\, this session is for you! Peak into the mind of an accomplished sales leader to glean tips on driving a sales culture from the marketing seat. \nSpeakers \nAngel Morgan \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. \nProfessionally\, as a self-proclaimed human experience leader\, Angel is passionate about aligning personal core values to the firm’s business goals.  Impactful teams are inspired teams. Recognizing that individual core values fuel performance and ensure longevity\, giving voice to the employee journey is foundational and non-negotiable. \nPersonally\, as a recent pickleball convert\, she exercises her competitive spirit by getting regularly beat by people twice her age and half the fitness level.
URL:https://accountingmarketing.org/event/aam-high-webinar-a-marketers-road-map-to-driving-sales-culture/
CATEGORIES:AAM High Webinar
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DTSTART;TZID=America/Kentucky/Louisville:20230525T130000
DTEND;TZID=America/Kentucky/Louisville:20230525T141500
DTSTAMP:20230413T172022Z
CREATED:20230411T170406Z
LAST-MODIFIED:20230413T172022Z
UID:6058-1685019600-1685024100@accountingmarketing.org
SUMMARY:AAM High! Webinar: Are you Ready to be a Challenger?
DESCRIPTION:Let’s face it. Accounting marketers are in uncharted territory. The Post-COVID market is very picky\, AI is turning our traditional bread & butter services into toast\, and M&A is creating a lot of strange bedfellows. The market noise is deafening. How do we compete? This webinar presents an alternative marketing strategy once confined to start-ups\, esoteric/cult brands\, and smaller companies where authenticity\, audacity\, relevance\, and differentiation become the lifeblood of market strategy. Challenger Brand marketing could hold the key to breakthrough positioning and capturing the hearts and minds (and wallets) of clients and prospective clients\, alike. \nSpeakers \nAndrea Sardone \n \nAndrea Sardone is Director of Practice Growth at PBMares LLP\, headquartered in Newport News\, Virginia. She has expertise in digital marketing borne from a mashup of 20+ years of marketing and communications experience and a previous career in technology. She has held leadership roles in “industries in transition”\, including higher education\, media\, and tourism. Now in accounting\, she finds familiar ground where transformation is a must and an opportunity to flex some B2C muscle in a B2B environment. Andrea holds undergraduate and graduate degrees from the University of Kentucky and it’s fair to assume she is a basketball fan. She and her partner and their 4 dogs live in Norfolk\, VA. They can (all) usually be found at a brewery playing trivia—an opportunity for Andrea to leverage some of the otherwise useless information she’s acquired over the years to get free beer.
URL:https://accountingmarketing.org/event/aam-high-webinar-are-you-ready-to-be-a-challenger/
CATEGORIES:AAM High Webinar
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DTSTART;TZID=America/Kentucky/Louisville:20230420T130000
DTEND;TZID=America/Kentucky/Louisville:20230420T141500
DTSTAMP:20230322T132959Z
CREATED:20230316T142634Z
LAST-MODIFIED:20230322T132959Z
UID:5955-1681995600-1682000100@accountingmarketing.org
SUMMARY:AAM High! Webinar: Differentiating with Anywhere Work and Remote Client Services
DESCRIPTION:If you’re building a specialty practice or industry niche and feeling geographically constrained\, or you have team members who resist the commute to clients\, positioning your firm for remote client service is a must. In this session\, we’ll explore market data showing what firms are doing in this area\, ways to develop and deepen client relationships at distance\, exploring ideas for borderless reach\, and building your brand and developing thought leadership outside your geography. Finally\, we’ll share ideas to approach more of your sales process remotely. \nSpeakers \nJennifer Wilson \n \nJennifer is co-founder and partner of ConvergenceCoaching ®\, LLC\, a national consulting firm that helps leaders achieve success. Named in the top ten of Accounting Today’s 100 Most Influential People in Accounting\, INSIDE Public Accounting’s Top 10 Most Recommended Consultants\, CPA Practice Advisors’ Top 25 Thought Leaders and AICPA’s Top 25 Most Powerful Women in Accounting\, Jennifer is an experienced change agent who has worked in both public accounting and industry. She is a frequent speaker\, writer and thought leader on topics related to leadership\, the rise of the next generation and managing change within the CPA profession. She is also an avid runner\, hiker\, yogi\, gardener\, wife and mother of 3. \nRenee Moelders \n \nRenee is a partner at ConvergenceCoaching\, LLC\, a national consulting firm dedicated to developing leaders and transforming teams. She is a frequent speaker\, writer and facilitator on topics impacting CPA firm leaders and offers practical strategies for improvement and change based on her experiences working with clients and in her many years as a CPA Firm Administrator. Renee leads the firms Anytime\, Anywhere Work™ service line and is passionate about furthering flexible and remote work in the profession\, among other topics. She is also a coach in the firm’s Transformational Leadership Program™ (TLP). When Renee is not at work\, she is gardening both indoors and outdoors\, singing with her women’s barbershop chorus\, and enjoying time with her husband and two teenagers.
URL:https://accountingmarketing.org/event/aam-high-webinar-differentiating-with-anywhere-work-and-remote-client-services/
CATEGORIES:AAM High Webinar
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DTSTART;TZID=America/Kentucky/Louisville:20230329T130000
DTEND;TZID=America/Kentucky/Louisville:20230329T140000
DTSTAMP:20230224T151655Z
CREATED:20230125T190851Z
LAST-MODIFIED:20230224T151655Z
UID:5782-1680094800-1680098400@accountingmarketing.org
SUMMARY:AAM High! Webinar: When a Trend Becomes an Opportunity and How to Market It
DESCRIPTION:It’s not unusual for a partner to return from a conference with an idea for a new service\, or a regulation changes that creates an opportunity almost overnight. How should an accounting marketer respond? What role should we take in advising firm leadership on which trends to jump on? How can we quickly build marketing infrastructure for a new service line and what should that infrastructure include? Don’t miss this extremely timely webinar where we’ll hear from three accounting marketers who will walk you through the holistic process ­– from idea to fully operating service line. \nIn this webinar you will learn how to: \n\nAnalyze the market to determine whether a new service line makes sense\nBuild the infrastructure and take the new service to market.\nBring the practice to life and nurture its growth\n\nSpeakers \nJennifer Harrity-Cantero \nJennifer Harrity-Cantero\, SEA brings more than 20 years of business and marketing experience to her role as the founder and leader of the Sensiba Center for Sustainability at Sensiba San Filippo\, SF Bay Area based Top 100 accounting firm. For 10 years Jennifer led the marketing efforts at Sensiba while for five of those last few years simultaneously launching her firm’s sustainability and ESG practice. In 2022\, she successfully transitioned from her marketing role into full-time leading her new client facing practice helping companies move to a purpose-driven\, sustainable business model that includes social and environmental performance\, accountability\, and transparency. \nIn addition to her sustainability practice\, Jennifer hosts the Rebooting Capitalism podcast and serves on the AAM board. She was also honored in 2021 by the San Francisco Business Times as one of the 100 Most Influential Women in Businesses and again in 2022 as a Forever Influential Woman. \nMaddie Murphy \nMaddie Murphy is a manager with Baker Tilly’s Strategy\, Communications and Marketing division and has been with the firm since 2017. She has supported a variety of practice areas\, including tax\, energy\, technology\, transactions and tribes. Recently\, Maddie was selected to help build a new Enterprise Marketing team focused on firmwide\, strategic and innovative initiatives. In the last year\, Maddie has led the go-to-market strategy and launch of the firm’s Environmental\, Social and Governance (ESG) practice. In addition\, Maddie leads local marketing efforts for the firm’s Chicago headquarters. \nMaddie is a change agent and integrative thinker\, motivated by new challenges and innovative ideas. In 2020\, her vision and leadership for a microdocumentary and marketing campaign won Baker Tilly the AAM’s 2020 Marketing Achievement Award in the video and multimedia category. Maddie holds degrees in marketing and management from the University of Wisconsin – Madison. She is also an advocate for sustainable business and is actively pursuing a certificate in Corporate Social Responsibility through University of Colorado Boulder – Leeds School of Business. \nRobin Sojcher \nRobin has over 25 years as a multichannel marketer with extensive experience in Financial Services\, Accounting and Consulting\, and Technology. In her current role as Industry Marketing Leader at BPM LLP\, an accounting and advisory firm that serves emerging and mid-cap organizations\, Robin oversees all marketing\, brand and content initiatives supporting business development and client engagement across the firm’s industry focus areas of Agribusiness\, Blockchain & Digital Assets\, Consumer Business\, Financial Services\, Life Science\, Nonprofit\, Professional Services\, Real Estate\, Technology\, and Wine and Craft Beverage. \nPrior to BPM\, Robin spent thirteen years as a Director of Global Marketing for EY’s financial services management consulting services—the firm’s largest and most profitable business area\, accounting for one-third of EY’s revenue. She’s also held leadership positions at S&P Global\, Bank of America\, PwC\, and LexisNexis. \nModerator: Chris Camara \nChristina Camara is a longtime AAM member and managing editor of INSIDE Public Accounting Monthly. IPA also ranks the top 500 firms in the country and produces the most comprehensive benchmarking report in the profession. \n 
URL:https://accountingmarketing.org/event/aam-high-webinar-when-a-trend-becomes-a-service-and-how-to-market-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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