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UID:9194-1743505200-1743508800@accountingmarketing.org
SUMMARY:Business Development Roundtable: The Rise of Growth Leaders: Shaping the Future of Accounting Firms
DESCRIPTION:As the accounting landscape continues to evolve\, so too must the leadership driving growth and innovation within firms. Growth leaders are emerging as pivotal figures\, bridging the gap between traditional marketing roles and strategic business development. In this session\, we’ll explore how growth leaders are shaping the future of accounting firms by driving new revenue streams\, fostering client relationships\, and positioning firms for long-term success. \nAttendees will learn: \n\nMindset: Understand the strategic and growth-oriented mindset that sets growth leaders apart\, focusing on long-term vision\, innovation\, and adaptability to market changes.\nSkillset: Discover the essential skills growth leaders need\, including data-driven decision-making\, client relationship management\, and cross-functional collaboration to align firm-wide efforts.\nToolset: Explore the latest tools and technologies that empower growth leaders to drive marketing\, business development\, and client\nengagement\, making firms more competitive and forward-thinking.\n\nThis session will highlight the increasing importance of growth leaders within accounting firms and provide actionable insights on how to cultivate and empower these professionals to lead your firm into the future. Whether you’re an emerging leader or part of a firm looking to adapt to industry changes\, this session will equip you with the knowledge and strategies to thrive in the new era of accounting. \nSpeaker \nJon Hubbard | Boomer Consulting\n\nJon Hubbard\, Shareholder\, Chief Growth Officer & Consultant at Boomer Consulting\, Inc. helps accounting firm leaders find success in the areas of leadership\, talent and growth. Jon is a facilitator for the Boomer Leadership Academy\, Boomer Talent Circle\, Boomer Marketing & Business Development Circle and Boomer Operations Circle. He also guides firms to grow and be more effective in the areas of client service\, marketing and business development.Jon speaks at various industry conferences\, user conferences\, state societies\, and associations. He is a Storybrand Certified Guide and Certified Kolbe Consultant. \n\nHost \n\nAlex Drost | Connection Builders
URL:https://accountingmarketing.org/event/business-development-roundtable-the-rise-of-growth-leaders-shaping-the-future-of-accounting-firms/
CATEGORIES:Business Development Roundtable
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DTSTART;TZID=America/Kentucky/Louisville:20250429T120000
DTEND;TZID=America/Kentucky/Louisville:20250429T130000
DTSTAMP:20250409T164600Z
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UID:9284-1745928000-1745931600@accountingmarketing.org
SUMMARY:AAM Business Development Roundtable: Unlocking Growth: Building an Effective Cross-Selling Strategy
DESCRIPTION:Cross-selling remains one of the most powerful strategies for driving growth—but many firms struggle to execute it effectively. In this interactive roundtable\, Tim Keith\, CEO & Founder of Propense.ai\, and Clinton Gary\, CEO of CREDO Consulting LLC will share practical insights on building a successful cross-selling program within your organization. Together\, they’ll explore: \n\nThe core benefits of a strong cross-selling strategy\nHow to overcome common roadblocks\, including fostering collaboration and trust among partners\nWays to identify cross-selling opportunities and the right internal collaborators\nApproaches for introducing clients to additional services in a way that adds value\n\nSpeakers\n\n\nTim Keith | Propense.ai \nTimothy Keith\, CEO & Co-Founder of Propense.ai\, has worked with some of the top Financial and Professional service firms in the world teaching firm leaders and business development staff how to streamline the technology adoption process and enhance business performance. Timothy has significant experience as a founder\, management consultant\, and sales leader. \n\nClinton Gary | CREDO Consulting LLC\n \n\nClinton Gary\, CEO of CREDO Consulting LLC\, helps professional service firms drive growth through his “Collaborative Growth” approach. With 25+ years in strategy and business development leadership at Arthur Andersen and prominent law firms\, he guides leaders in creating go-to-market strategies and cross-selling frameworks that maximize collective capabilities for greater client value and firmwide growth. His silo-breaking expertise has earned recognition from legal and accounting publications and associations. An Accredited Partner for Smart Collaboration® and GrowBIG® methodologies\, Clinton also coaches professionals on effective business development strategies\, linking strategy to execution. To explore a “Collaborative Growth Firm Assessment” and learn more\, visit www.credocg.com.
URL:https://accountingmarketing.org/event/aam-business-development-roundtable-unlocking-growth-building-an-effective-cross-selling-strategy/
CATEGORIES:Business Development Roundtable
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