BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//The Association for Accounting Marketing - ECPv6.18.2//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-ORIGINAL-URL:https://accountingmarketing.org
X-WR-CALDESC:Events for The Association for Accounting Marketing
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:America/Kentucky/Louisville
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20210314T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20211107T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20220313T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20221106T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20230312T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20231105T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20240310T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20241103T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20250309T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20251102T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20260308T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20261101T060000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
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
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville: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
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville: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
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville: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
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville: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
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20240730T130000
DTEND;TZID=America/Kentucky/Louisville:20240730T140000
DTSTAMP:20240719T141600Z
CREATED:20240715T173704Z
LAST-MODIFIED:20240719T141600Z
UID:8088-1722344400-1722348000@accountingmarketing.org
SUMMARY:AAM High! Webinar: Adapting Your Business Development and Marketing to Changing Buyer Behavior
DESCRIPTION:Buyer behavior is evolving at an unprecedented pace\, prompting accounting firms to swiftly adapt their business development and marketing strategies. Yet\, amid these changes\, where are the prevailing trends directing us? \nJoin us on Tuesday\, July 30th for a live\, interactive webinar as Hinge’s Will Casserly facilitates a research-guided discussion on adapting to changing buyer behavior with Angele Fox\, Growth Marketing Director at CBIZ. They’ll utilize primary research on the accounting buyers and the fastest growing accounting firms to provide practical insights you can use in your marketing and business development planning. \nIf you’re looking for strategic insights grounded in the latest buyer research\, don’t miss this exciting webinar that is free to AAM members! \nWhat you’ll learn: \n\nHow accounting buyer behavior shifted over time\nHow today’s buyers search for and evaluate accounting and financial services firms\nHow to high growth firms are adapting to the changing environment\nHow to stay relevant during times of intense change\n\nPresenters\n \n \nWill Casserly | Account Director at Hinge \nWill works with Hinge’s accounting and financial services clients to achieve their strategic\, brand visibility and growth objectives. His business development experience over 25 years spans in-house marketing departments\, agency work\, communications\, media and public relations\, graphic design\, video production and more. You can connect with him on LinkedIn here at https://www.linkedin.com/in/willcasserly/. \n\n  \nAngele Fox | Growth Marketing Director at CBIZ \nAngele Fox is a seasoned marketing and growth leader with more than 17 years of diverse experience\, including strategy\, analysis\, product/marketing\, and operations. As the Growth Marketing Director at CBIZ\, she leads marketing for the National Advisory lines\, creating strategies that drive revenue growth through strategic marketing\, team building\, and analytics. Angele excels in leveraging digital communication platforms and creating impactful thought leadership content\, resulting in significant increases in marketing qualified leads and brand positioning. \nThroughout her career\, Angele has been recognized for optimizing marketing operations and delivering detailed market analyses. Her leadership and expertise in fostering cross-functional collaboration have consistently achieved outstanding results\, making her a highly respected leader.
URL:https://accountingmarketing.org/event/aam-high-webinar-adapting-your-business-development-and-marketing-to-changing-buyer-behavior/
CATEGORIES:AAM High Webinar
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
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
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville: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
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville: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
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville: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
END:VEVENT
BEGIN:VEVENT
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
END:VEVENT
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
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville: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
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville: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
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville: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
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville: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
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville: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
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville: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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20230228T130000
DTEND;TZID=America/Kentucky/Louisville:20230228T140000
DTSTAMP:20230201T203433Z
CREATED:20230123T220443Z
LAST-MODIFIED:20230201T203433Z
UID:5763-1677589200-1677592800@accountingmarketing.org
SUMMARY:AAM High! Webinar: The Evolving Role of the Marketer
DESCRIPTION:They say the only constant is change – and that seems to be true in our profession as well. As accounting marketers\, how have our roles changed and where are they headed? What skills are needed now\, in the future\, and how can we “future-proof” our jobs? In this webinar we’ll hear from accounting marketers who have cemented their value in their firms by evolving their roles and identifying and hiring for the skills of the future. \nPanelists\nAnna Reyes – Marketing Manager\, KRD \n \nAnna is the marketing manager at KRD\, an accounting and advisory firm with two offices located in the Chicagoland area. With the firm since 2018\, Anna is responsible for developing and executing the firm’s overall growth goals and objectives. Alongside her incredible team of outsourced partners\, she oversees the firm’s internal and external communications\, maintains the firm’s social media and web presence\, manages the firm’s CRM\, and coordinates business development events. \nPrior to joining KRD\, she was a digital marketing strategist\, with in-house and agency roles. She attended Marquette University and taught English in Thailand for a semester after graduation. \nSuzanne Reed – Chief Marketing Officer\, LBMC \n \nA recognized marketing strategist and Chief Marketing Officer of the year\, Suzanne has more than 25 years of leadership experience in fortune 500 financial and professional services companies through aggressive organic and acquisitive growth. \nSuzanne is a marketing leader with a proven track record of enhancing brand equity and revenue.  She champions growth by using an integrated approach to marketing and sales that produces profitable results.  She develops high performing teams that advocate for the client and creating revenue generating programs.   And in her personal time\, Suzanne is an adjunct professor at Vanderbilt University and Belmont University teaching Fundamentals of Marketing. \nJaimi Koechel – Director\, Enterprise Marketing\, Baker Tilly \n \nJaimi Koechel has more than 20 years of accounting marketing experience. She began her career as a marketing coordinator at a firm in Madison\, WI and worked her way up to a Marketing Partner at Henry+Horne in 2020. With many years of experience\, Jaimi has seen the role of marketing change and evolve. In her current role as Director in Marketing at Baker Tilly she utilizes her unique visions and knowledge while putting the Firm’s success first. \n\n  \nModerated by: Katie Tolin – Chief Growth Guide\, 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.
URL:https://accountingmarketing.org/event/aam-high-webinar-the-evolving-role-of-the-marketer/
CATEGORIES:AAM High Webinar
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20230223T140000
DTEND;TZID=America/Kentucky/Louisville:20230223T150000
DTSTAMP:20230124T205849Z
CREATED:20230124T205849Z
LAST-MODIFIED:20230124T205849Z
UID:5778-1677160800-1677164400@accountingmarketing.org
SUMMARY:Diversity\, Equity\, & Inclusion Webinar- Fighting the War for Talent: How DEI & Marketing Can Give Your Firm an Advantage
DESCRIPTION:Recruiting\, hiring and retaining talent is one of the biggest challenges accounting firms face in today’s market. And with enrollment in college accounting programs down as much as 30%\, this isn’t a problem that is going to solve itself anytime soon. During this panel discussion\, we will hear from firms of various sizes and people in an assortment of roles\, including recruiting\, marketing\, DEI\, HR and most importantly\, a recent hire. Panelists will share their perspectives and explain why firms that are seeking diverse talent and focusing on creating inclusive cultures are better positioned to win the talent battle and how marketing plays an important role in each phase of the hiring process. \n\nJenni Jones\, Marketing Manager & College Recruiter\, Belfint\, Lyons & Shuman\nJasmine Posey\, Talent Acquisition Manager\, Mauldin & Jenkins\nValencia Raiford\, Associate\, Mauldin & Jenkins\nJill Frank\, Talent Acquisition Director\, BPM\nRob Blasi\, Chief People\, Diversity & Inclusion Officer\, BPM\nBonnie Buol Ruszczyk\, president\, bbr companies & Accounting MOVE Project (moderator)
URL:https://accountingmarketing.org/event/diversity-equity-inclusion-webinar-fighting-the-war-for-talent-how-dei-marketing-can-give-your-firm-an-advantage/
CATEGORIES:AAM High Webinar
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20230215T150000
DTEND;TZID=America/Kentucky/Louisville:20230215T160000
DTSTAMP:20230109T181411Z
CREATED:20230109T181217Z
LAST-MODIFIED:20230109T181411Z
UID:5670-1676473200-1676476800@accountingmarketing.org
SUMMARY:Diversity\, Equity\, & Inclusion Webinar: Short Horizons Drive Long-Term Success
DESCRIPTION:This webinar is provided in collaboration with CPAmerica.  \nIn this “career-fluid” era\, everyone—firms\, professionals\, and clients—are increasingly remixing workload\, time\, place\, and pay into smaller bites to support sustainable growth for all. Leading firms are building career-fluid workplaces\, by both intuition and intention. They’re learning what is sustainable for employees is what’s sustainable for firms and vice versa\, in a continuous loop. In this session\, we will share insights from the 2022 Accounting MOVE Project\, review strategies successful firms are using to recruit\, retain and promote women and people of color\, and learn how these winning tactics can be applied at all firms. We will also discuss where firms are in terms of each of the MOVE elements: Money\, Opportunities\, Vital Supports & Entrepreneurship. (For 13 years\, MOVE has measured both demographic data and workplace culture to understand what works now\, in today’s economy to advance women and other underrepresented groups in firm leadership. You can learn more here: https://accountingmoveproject.com) \nAbout Bonnie \nBonnie Buol Ruszczyk is the president of bbr companies where she provides strategic marketing\, project execution\, and content development for professional services firms. Additionally\, she is a Cornell-certified DEI consultant providing training and consulting for those looking to start a program or expand what they have done so far. Finally\, along with Katie Tolin\, she owns Rally Rounds\, a mastermind program for accounting practitioners and growth professionals.
URL:https://accountingmarketing.org/event/diversity-equity-inclusion-webinar-short-horizons-drive-long-term-success/
CATEGORIES:AAM High Webinar
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20230117T160000
DTEND;TZID=America/Kentucky/Louisville:20230117T170000
DTSTAMP:20230105T140245Z
CREATED:20230104T221404Z
LAST-MODIFIED:20230105T140245Z
UID:5645-1673971200-1673974800@accountingmarketing.org
SUMMARY:Diversity\, Equity\, & Inclusion Webinar: Recognizing and Combating Unconscious Bias
DESCRIPTION:First impressions are the basis for unconscious bias. Unconscious bias is the soft prejudices we all have and are unaware of. In today’s world\, this lack of awareness can profoundly impact your professional and personal life and the way you unintentionally communicate and think. Overt racism is easy to identify\, but how do you identify an unconscious bias? This session will take a deep dive into the subject\, have you confront some of your own biases\, and regardless of race\, status\, income\, or education\, see how you have been a casualty of unconscious bias. \n  \nAbout Jennifer \nJennifer led the firm’s B Corporation certification process\, resulting in SSF becoming the first California accounting firm certified as a B Corporation. In 2020\, she launched the firm’s Sensiba Center for Sustainability\, to help 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 that digs into why traditional capitalism is broken and what people are doing to fix it. She also as honored in 2021 by the San Francisco Business Times as one of the 100 Most Influential Women in Businesses. \nJennifer received a dual bachelor’s degree in graphic design and photography from California State University\, East Bay. She also holds a diversity and inclusion certificate from Cornell University. Currently\, she is attending Harvard University studying corporate sustainability and innovation. Jennifer has been a member of The Association for Accounting Marketing (AAM) for the past 10 years and has served on the board for the past several years. Outside of work\, Jennifer enjoys CrossFit\, kayaking\, and spending time in the redwoods. \nThis webinar is being offered in collaboration with CPAmerica. 
URL:https://accountingmarketing.org/event/aam-cpamerica-diversity-equity-inclusion-webinar-recognizing-and-combating-unconscious-bias/
CATEGORIES:AAM High Webinar
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20221213T130000
DTEND;TZID=America/Kentucky/Louisville:20221213T134500
DTSTAMP:20221201T182706Z
CREATED:20221201T174701Z
LAST-MODIFIED:20221201T182706Z
UID:5547-1670936400-1670939100@accountingmarketing.org
SUMMARY:Today’s Top Challenges for Large Accounting Firms
DESCRIPTION:Program Description \nJoin Lisa Simpson\, Vice President of Firm Services for the AICPA\, as she reviews what large firms rank as their top challenges.  In addition\, she’ll share insights from her conversations with firm leaders on how they’re addressing these pain points and what they’ve got on their radar for the future. \nAbout Lisa \nLisa Simpson is the vice president of Firm Services at the AICPA. Lisa oversees the Association’s relationships with CPA firms through the Major Firms Group\, G400\, the Private Companies Practice Section\, associations/networks of CPA firms\, and the Young CPA Network. She also leads the Center for Plain English Accounting\, Technical Hotline\, and Diversity & Inclusion \nProfile photo of Lisa Simpson
URL:https://accountingmarketing.org/event/todays-top-challenges-for-large-accounting-firms/
CATEGORIES:AAM High Webinar,Virtual
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
ORGANIZER;CN="Emily Hensler":MAILTO:heather@accountingmarketing.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20221206T130000
DTEND;TZID=America/Kentucky/Louisville:20221206T141500
DTSTAMP:20221114T162405Z
CREATED:20221019T181543Z
LAST-MODIFIED:20221114T162405Z
UID:5440-1670331600-1670336100@accountingmarketing.org
SUMMARY:AAM High Webinar: Why Media Relations Still Matters For Accounting Firms
DESCRIPTION:In this world of blogging\, social media\, e-newsletters\, etc.\, don’t discount the power of media relations and news coverage. So-called “earned media” is a powerful way to elevate your brand\, specialists\, and key services. You know the stories you want to tell about your firm. Learn how to build out a successful media relations strategy and “pitch” your stories to the media. \nSpeakers \nChris Camara\nChris interviews the accounting profession’s thought leaders and writes articles on a wide range of topics for the monthly INSIDE Public Accounting newsletter. She has cultivated strong alliances with managing partners\, HR leaders\, finance chiefs\, marketers\, consultants and subject matter experts\, and stays current on major developments and trends in public accounting. She is also a proud member of AAM\, and has served on AAM’s Virtual Education Committee since 2014. \n  \nSusan Ross Wells\nSusan Ross Wells is the Marketing Manager for Gilmore Jasion Mahler\, LTD\, the largest locally owned public accounting firm in Northwest Ohio. She joined the firm in 2015\, following a 20-plus year career in broadcast journalism and other marketing/PR roles. Her areas of expertise include marketing & branding strategy\, content creation and media relations. Susan also volunteers her time handling media relations for Flag City Honor Flight\, the local hub of the national Honor Flight Network. \n  \nGreg Joslyn\nGreg has spent his professional life working at the nexus of finance and communications. Before joining the Lowe Group\, he led content and publisher development for a financial services-oriented media technology start-up and\, prior to that\, was responsible for investor relations and marketing at a multibillion dollar distressed credit hedge fund. \nGreg started his career editing and reporting for capital markets and institutional investment management publications at Euromoney Institutional Investor. He received a B.A. from the Plan II Liberal Arts Honors Program at the University of Texas. Greg enjoys sailing and snowboarding. He resides in Shorewood with his wife and their youngest child.
URL:https://accountingmarketing.org/event/aam-high-webinar-why-media-relations-still-matters-for-accounting-firms/
CATEGORIES:AAM High Webinar
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20221129T130000
DTEND;TZID=America/Kentucky/Louisville:20221129T141500
DTSTAMP:20221018T200250Z
CREATED:20221018T200250Z
LAST-MODIFIED:20221018T200250Z
UID:5410-1669726800-1669731300@accountingmarketing.org
SUMMARY:AAM High Webinar: Discover the Benefits of Live Chat
DESCRIPTION:Do you want to turn more website visitors into customers? Live Chat can help you get 6x MORE engagement from your website visitors – and turn them from browsers to hot leads in just a short conversation. Moneypenny’s Head of Business Development\, Stephanie Vaughan-Jones\, will show you everything you need to know. \nYou will learn: \n\nThe amazing amount of detail visitors give you – with real examples\nHow agents work with bots to answer routine customer questions and give VIP service\nJust how easy it is to set up and run on your website\n…and much more!\n\nAbout Stephanie \nFirst recruited as a receptionist in 2009\, Stephanie’s can-do attitude and dedication to best serving her clients saw her move swiftly towards a role in Moneypenny’s sector sales team. From there\, given her continued success in the pursuit of new industries\, Stephanie was soon invited to join Moneypenny US in Atlanta\, heading up its business development team. \nIt’s thanks to Stephanie’s passion for business development and strategic partnerships that Moneypenny’s market share in the US is growing. Her understanding of what makes the business unique – professional and experienced receptionists working in a happy and engaging environment on behalf of clients and their customers – ensures service delivery continues to honor brand values. \nThere’s no question that Stephanie’s in-depth knowledge of a wide range of sectors\, along with her first-hand experience as a receptionist\, have fully equipped her to accurately assess the needs of clients and provide them with tailored communication solutions – an ability she deems the most rewarding part of her role: “To transform a client’s pain points into a complete\, one-stop solution is an absolute pleasure.”
URL:https://accountingmarketing.org/event/aam-high-webinar-discover-the-benefits-of-live-chat/
CATEGORIES:AAM High Webinar
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20221025T130000
DTEND;TZID=America/Kentucky/Louisville:20221025T141500
DTSTAMP:20220922T161141Z
CREATED:20220922T161141Z
LAST-MODIFIED:20220922T161141Z
UID:2234-1666702800-1666707300@accountingmarketing.org
SUMMARY:AAM High! Webinar: Google Analytics 4 Overview for Accounting Marketers
DESCRIPTION:Google Analytics as we know it is dead. It’s a bold – but true – statement. GA4 is a brand-new product with brand-new features and interfaces. And plenty of benefits … once you figure out the differences\, learn the new terminology and get used to a new interface. Learn more about GA4\, the new tools available and how the launch will affect your website analytics reporting. Join us October 25 for this AAM High Webinar! \nAbout Rachael\nRachael McGrew is the Business Development Director for Landmark CPAs\, one of Arkansas’ largest accounting firms. In her role\, she wears many hats\, including overseeing the firm’s marketing and business development strategy\, managing internal and external communications\, maintaining the firm’s social media and web presence\, planning and executing firm events and community outreach programs\, coordinating recruiting campaigns\, and serving on industry association committees. \nRachael is the co-chair of the AAM Minute and leads the AAM Hubspot Circle. She is a graduate of the Leadership Fort Smith program\, an Arkansas Business and Northwest Arkansas Business Journal 40 Under 40 honoree\, and a member of the Associated Builders and Contractors of Arkansas’ Western Council.
URL:https://accountingmarketing.org/event/aam-high-webinar-google-analytics-4-overview-for-accounting-marketers/
CATEGORIES:AAM High Webinar
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20220927T130000
DTEND;TZID=America/Kentucky/Louisville:20220927T141500
DTSTAMP:20220919T163431Z
CREATED:20220906T185444Z
LAST-MODIFIED:20220919T163431Z
UID:2184-1664283600-1664288100@accountingmarketing.org
SUMMARY:AAM High! Webinar: Leading with Next-Gen KPIs: Telling a Data Story that Matters to Firm Leadership
DESCRIPTION:Having actionable data is essential to successfully marketing your firm and driving growth\, but we have too much data\, limited skillsets\, and not enough or not the right systems to produce the data that partners can grasp easily. Interpreting marketing KPIs for firm leaders is critical for providing valuable evidence to inform decision making\, but it also elevates and empowers marketing teams to become influential in co-creating a culture of growth. \nSo how can your marketing department – regardless of the size of your department or firm – use existing tools and resources to deliver insights that translate to business strategy? Do you have the right KPIs demonstrating the results that matter? \nIn this discussion\, our panelists will explore: \n\nWhich performance metrics firm leaders use to gauge segment and service performance\, and why it’s important for marketing to be in that loop (actionable data is a two-way street)\nHow to align marketing KPIs with business growth goals as a unified\, holistic approach to strategy – what is profitable and what works\nWhy it’s important to have a defined vocabulary (you need to speak the same language)\, consistent communication\, and team commitment\nHow do you get started with what you have\, what are some tools you and your firm leaders should be looking at\, and steps you can take now to take your data analytics to the next level\n\nAbout Gabe \nGabe Tevrizian is the Director of Marketing for REDW LLC. He is a growth-minded marketing and business development executive with more than two decades of B2B and professional services experience. He drives business results through effective brand management\, demand generation and client experience programs while maximizing the firm’s go-to-market growth strategies. \nThrough efficient communication and cross-functional collaboration\, he leads a dynamic team accountable for creating value for the client and growth opportunities for the firm. \nBefore entering the accounting and advisory industry in 2010\, he held Director of Marketing and Business Development positions at two Seattle-based corporate law firms. \nAbout David \nDavid M. Toth serves as Chief Growth Officer and Principal for Winding River Consulting. With a focus solely on the accounting profession\, David guides Top 400 firms in designing and implementing highly effective strategic-growth frameworks that encompass M&A\, digital\, and internal organic growth. David facilitates Winding River Consulting’s (WRC) marquee program\, Managing Partner Bootcamp\, helping firms address the increasingly critical communication gap and gain alignment between leadership\, marketing\, and business development. David created WRC’s Digital Deep Dive Summit\, an event dedicated to the advancement of digital strategy through a peer-to-peer driven\,1.5 day program. \nDavid has leveraged his digital expertise to help several top firms develop digital growth strategies that achieve\, and even outperform\, desired outcomes. His time-tested formulas yield measurable results by crafting custom solutions that enable clients to amplify their voices\, their messages\, and their bottom lines. \nHe has served as an outsourced CMO for organizations in sectors from fast-growing start-ups to well established Fortune 500 companies. David prioritizes building meaningful relationships recognizing that\, while each business and industry is unique\, the foundation to success is always the same: know your customer. \nAbout Steve  \nSteve McDonald joined Abdo in 1991 after graduating from Minot State University with a Bachelor of Science Degree in Accounting. He currently serves as Managing Partner and during his tenure the firm has grown to a top 15 Minnesota accounting firm and a top 200 firm in the United States. Steve’s vision of continuous improvement and responsiveness to client needs has resulted leading the firm through several strategic mergers and acquisitions\, new service line and industry segment development\, and annual double-digit growth.
URL:https://accountingmarketing.org/event/aam-high-webinar-leading-with-next-gen-kpis-telling-a-data-story-that-matters-to-firm-leadership/
CATEGORIES:AAM High Webinar
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20220922T130000
DTEND;TZID=America/Kentucky/Louisville:20220922T141500
DTSTAMP:20220915T165421Z
CREATED:20220815T140014Z
LAST-MODIFIED:20220915T165421Z
UID:2070-1663851600-1663856100@accountingmarketing.org
SUMMARY:AAM High! Webinar: Building a Growth Culture Where Everyone Contributes
DESCRIPTION:Traditionally\, professionals wait until the later in their career to focus on marketing and business development\, but by then it’s almost too late. Learn how to motivate and enable every level of the firm to get involved in growth. We will explore realistic expectations of each level in the firm\, when to introduce different business development strategies\, how to develop a culture of accountability and how to make business development a positive experience within the firm. \nSpeaker \nTy Hendrickson \nTy Hendrickson is a CPA\, sales expert\, and Consultant with Inovautus Consulting where she helps accounting firms grow through the integration of sales principles. \nWith over ten years of experience leading sales teams and training programs for CCH and Bloomberg BNA\, she empowers accounting firms to think outside of the box when it comes to growth. By implementing these strategies\, her clients are distinguishing themselves as trusted advisors and are finding new growth opportunities in a highly competitive market. \nTy is a contributing expert in the accounting industry\, who has been selected to speak at conferences and events hosted by Accounting & Financial Women’s Alliance\, Association for Accounting Marketers\, Alliott Global Alliance\, CPAmerica\, CCH User Conference\, and more. Additionally\, you can find her articles and insights featured in CPA Trendlines and the AFWA blog. Ty is based in Lexington\, KY where she lives with her CPA husband and her two red-headed sons.
URL:https://accountingmarketing.org/event/aam-high-webinar-building-a-growth-culture-where-everyone-contributes/
CATEGORIES:AAM High Webinar
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20220823T130000
DTEND;TZID=America/Kentucky/Louisville:20220823T141500
DTSTAMP:20220722T134925Z
CREATED:20220721T163936Z
LAST-MODIFIED:20220722T134925Z
UID:1991-1661259600-1661264100@accountingmarketing.org
SUMMARY:AAM High! Webinar: From Good Intentions to Solid Action: Marketing’s Role in DEI
DESCRIPTION:A recent AAM survey shows that firms with DEI initiatives in place earn higher Net Promoter Scores than those that don’t. More inclusive work environments are attractive not only to staff\, but to prospects looking for firms with a mission that aligns with their personal values. Marketing\, therefore\, needs to be deeply involved in your firm’s DEI strategy. In this AAM High webinar\, you will hear from three professionals who are at the forefront of their firms’ efforts. In a moderated discussion\, they will discuss their journey while offering specific ideas to move your firm forward. \nModerator \nAbout Bonnie \nBonnie Buol Ruszczyk is the president of bbr companies where she provides strategic marketing\, project execution\, and content development for professional services firms. Additionally\, she is a Cornell-certified DEI consultant providing training and consulting for those looking to start a program or expand what they have done so far. Finally\, along with Katie Tolin\, she owns Rally Rounds\, a mastermind program for accounting practitioners and growth professionals. \n  \nPanel \nAbout Carlo \nCarlo Calma is a member of ORBA’s Marketing Department and has been with the firm for more than five years. Carlo utilizes his marketing and communications experience to manage the firm’s industry and practice groups\, providing strategic support for the groups’ client-facing activities\, including preparing requests for proposals\, coordinating the firm’s educational programs and managing various marketing and business development projects. \nCarlo is also the Co-Chair of the firm’s Diversity\, Equity & Inclusion Committee. He uses his communications skillset to lead the firm’s diversity\, equity and inclusion initiatives. \nAbout Jennifer \nA high-impact leader who has worked in CPA firm environments for more than 20 years\, Jennifer Goldsmith Cerra joined Herbein in 2020. Goldsmith Cerra previously worked for Baker Tilly\, a leading international CPA advisory firm. \nAs Herbein’s director of communications\, she leads the development and execution of the firm’s communications strategy. In this role\, Goldsmith Cerra provides direct oversight of all external and internal communications initiatives\, and is responsible for management of the firm’s in- house communications professionals. \nShe is known for her strategic\, holistic approach to aligning with key business priorities and working effectively with business leaders. Goldsmith Cerra has also been instrumental in designing\, developing and leading change initiatives over the course of her career. She is passionate about diversity\, equity\, and inclusion (DEI) and oversees strategic efforts and systemic solutions that include Horizon\, the firm’s DEI initiative. \nAbout Arianna \nArianna Savoca is a manager in the Human Resources department at Grassi\, where she specializes in learning and development\, campus and experienced hire recruiting\, performance management and DEI (diversity\, equity and inclusion) initiatives. She is also instrumental in developing and implementing volunteerism and charitable giving programs to enhance employee engagement and maximize the firm’s community outreach. \nSince joining Grassi in 2019\, Arianna has relaunched the Grassi Women’s Council and formalized the Grassi DEI Council to promote the equality and advancement of the firm’s diverse workforce. She has also assisted in redesigning entry-level and firmwide technical trainings. \nPrior to joining Grassi\, Arianna worked in taxation at both a Big Four and a regional public accounting firm. She draws from her experience in client service\, employee learning\, tax and audits to make strategic decisions about Grassi’s professional development programs\, employee engagement\, staff scheduling and other policies and procedures. \nArianna’s passion for equity\, inclusion and community extends beyond the office as well. She is the Long Island Committee Co-Chair for the Financial Women’s Association and a Moxxie Mentor for the Moxxie Mentoring Foundation\, a nonprofit created to support and foster the career advancement and leadership development of young women through generational mentoring. She also volunteers frequently with the Juvenile Diabetes Research Foundation. \nA certified public accountant licensed in New York\, Arianna is a member of the New York State Society of Certified Public Accountants (NYSSCPA) and the American Institute of Certified Public Accountants (AICPA). She received her Master’s in Accounting from Adelphi University and is a nationally certified SHRM professional.
URL:https://accountingmarketing.org/event/from-good-intentions-to-solid-action-marketings-role-in-dei/
CATEGORIES:AAM High Webinar
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20220804T130000
DTEND;TZID=America/Kentucky/Louisville:20220804T141500
DTSTAMP:20220719T161359Z
CREATED:20220719T161359Z
LAST-MODIFIED:20220719T161359Z
UID:1975-1659618000-1659622500@accountingmarketing.org
SUMMARY:AAM High! Webinar: All Shook Up: Tips for Adapting Your Marketing Strategy in the Face of Disruption
DESCRIPTION:With the disruption caused by the pandemic\, consolidation of firms\, technology\, private equity and more\, having a strategic mindset has become critical to growth. Are you prepared to be nimble in the face of uncertainty? In this session\, we’ll offer insight and share real applications of how to streamline your tactics to turn your marketing costs into revenue realizing investments. \nAbout Sarah \nHead of Marketing and internationally recognized marketing strategist\, Sarah has spent over fifteen years executing growth\, marketing and business development strategies to professional service firms\, non-profits and growing businesses. Perhaps best-known for jumpstarting her career with the accounting profession’s famous viral video sensations and strategic social media strategy\, she now spends her time leading a talented team to execute growth and marketing initiatives for the Firm and its clients. \nSarah’s key responsibilities include leadership\, practice growth\, brand management\, go-to-market strategy\, niche development\, Pipeline management\, ambassador advocacy\, business development culture enrichment and more. \nAccounting Today has honored her as “Top 100 Most Influential People” in the Accounting Profession 2 years in a row and helped land her a spot as a hand-selected attendee at the first-ever Forbes Under 30 Summit before reaching the age of 30. \nSarah is wildly fascinated by people\, motivated by what makes them tick and a firm believer that success is a result of hard work\, performance-driven energy and equal parts humor and coffee. \nOutside of the office\, Sarah is active with The Leukemia and Lymphoma Society where she was honored as Woman of the Year in 2016. In 2019\, she rejoined the campaign as national Woman of the Year candidate as she and her team set out to raise an additional $200\,000 for blood cancer research in a ten-week period. Today\, she remains as a member of the LLS Leadership Committee. \nSponsored by Pitchly
URL:https://accountingmarketing.org/event/aam-high-webinar-all-shook-up-tips-for-adapting-your-marketing-strategy-in-the-face-of-disruption/
CATEGORIES:AAM High Webinar
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
END:VEVENT
END:VCALENDAR