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DTSTART;TZID=America/Kentucky/Louisville:20221129T130000
DTEND;TZID=America/Kentucky/Louisville:20221129T141500
DTSTAMP:20221018T200250Z
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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
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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
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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
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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
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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
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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
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20220728T130000
DTEND;TZID=America/Kentucky/Louisville:20220728T141500
DTSTAMP:20220719T160848Z
CREATED:20220719T160848Z
LAST-MODIFIED:20220719T160848Z
UID:1972-1659013200-1659017700@accountingmarketing.org
SUMMARY:AAM High! Webinar: What Your Clients Truly Care About: Hear What 538 Buyers Had to Say
DESCRIPTION:In this webinar\, Eric Gregg of ClearlyRated will delve into the latest 2022 accounting industry research to uncover the trends driving accounting firm selection and growth\, including: \n\nThe attributes that have the most influence on accounting buyers’ firm selection and loyalty\nThe differences in buyer expectations by generation\, and how to appeal to the new generation of clients\nHow the intersection of employee experience (EX) and user experience (UX) impact client experience (CX) and drive firm growth\nWhat is takes to go beyond ‘satisfied’ to build client loyalty in 2022\n\nAbout Eric \nEric founded ClearlyRated\, bringing his expertise in marketing and quantitative analysis to some of the nation’s top professional service organizations. Since its founding\, ClearlyRated has sustained double-digit growth by actively partnering with firm leaders and managers to find answers to critical issues of satisfaction and retention. The ClearlyRated research team has experience in a variety of professional service industries\, including the legal\, accounting\, staffing\, architecture and insurance fields. \nEric received his MBA from the University of Virginia’s Darden Graduate School of Business in 2003\, and earned a Bachelor of Science degree in Marketing\, with a Statistics minor in Spring of 1998 from Montana State University. He is a past President for the American Marketing Association’s Oregon Chapter. In his free time\, Eric’s passions turn to the outdoors\, where he is an avid photographer and scuba diver\, and enjoys hiking and camping.
URL:https://accountingmarketing.org/event/aam-high-webinar-what-your-clients-truly-care-about-hear-what-538-buyers-had-to-say/
CATEGORIES:AAM High Webinar
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