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DTSTART;TZID=America/Kentucky/Louisville:20261021T130000
DTEND;TZID=America/Kentucky/Louisville:20261021T140000
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CREATED:20260921T180538Z
LAST-MODIFIED:20260921T180538Z
UID:11318-1792587600-1792591200@accountingmarketing.org
SUMMARY:Roundtable: Charming Is an Expensive Mistake: What Accounting Firms Need to Get Right When Hiring Sales Professionals
DESCRIPTION:Hiring a sales professional can be one of the most consequential growth decisions an accounting firm makes. A candidate can interview exceptionally well and still be the wrong fit for the role\, market\, or firm. When that happens\, the cost goes well beyond salary. It can mean lost time\, stalled opportunities\, internal frustration\, and delayed growth. In this interactive roundtable\, three experienced growth leaders will explore what firms need to get right when hiring sales professionals and creating the conditions for them to succeed. \n\nThis conversation will cover the following themes: \n\nHiring Strategy: How to build a successful hiring strategy around budget\, target markets\, role expectations\, performance measures\, and firm culture.\nInterviewing Strategy: How to use a disciplined interviewing process that looks beyond chemistry and “gut feel” to assess sales skills\, fit\, and performance.\nPerformance Expectations: How to define ramp-up time\, revenue goals\, and the support a firm must provide for a new sales professional to succeed.\n\nThe panel will also explore how these approaches should adapt based on firm size and growth goals\, with time for participants to bring their own questions and challenges. \n  \nRoundtable Participants \nAngel Morgan\, Chief Business Development Officer at Cherry Bekaert / Angel’s LinkedIn Profile \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. \n  \nJeff Tillman\, Managing Director\, National Business Development at Crowe / Jeff’s LinkedIn Profile \nJeff Tillman is a business development and sales transformation leader with deep experience helping professional services organizations grow through stronger client relationships\, scalable sales infrastructure\, and high-performing teams. As National Business Development Managing Director at Crowe\, one of the largest public accounting and consulting firms in the United States\, Jeff leads national growth initiatives and works closely with partners\, sales professionals\, and client-facing teams to strengthen go-to-market execution across industries and service lines. \nJeff has played a key leadership role in Crowe’s sales transformation efforts\, including the development of a firmwide sales methodology\, implementation of a CRM system\, and adoption of AI-enabled sales technology. His work focuses on aligning people\, process\, and technology to improve sales effectiveness\, deepen client engagement\, and support long-term strategic growth. \nKnown for his collaborative leadership style\, Jeff is passionate about mentoring and coaching business development professionals\, building future leaders\, and creating practical training programs that help teams perform with greater confidence and consistency. His career also includes leadership roles in consulting and professional services with Tatum and Robert Half\, as well as board and community leadership through Casa Pacifica and the Association for Corporate Growth 101 Corridor. \nJeff holds an MBA in Finance from Loyola Marymount University and a BS in International Business and Finance from California State University\, Northridge. \n  \nAmy Franko\, CEO of Amy Franko Associates / Amy’s LinkedIn Profile \nAmy Franko is a leading voice for growth in professional services. She works with mid-market professional services firms to significantly improve growth through her sales strategy and BD skill development programs. \nHer book\, The Modern Seller\, is an Amazon best seller. She is also recognized by LinkedIn as a Top Sales Voice. \nAmy has been an active member of AAM since 2019\, sponsoring the major firms programs\, speaking at Summit\, and participating in the Business Development Advisory Group and Environmental Scanning Council.
URL:https://accountingmarketing.org/event/roundtable-charming-is-an-expensive-mistake-what-accounting-firms-need-to-get-right-when-hiring-sales-professionals/
CATEGORIES:Business Development Roundtable
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250612T130000
DTEND;TZID=America/Kentucky/Louisville:20250612T140000
DTSTAMP:20250610T122050Z
CREATED:20250508T185011Z
LAST-MODIFIED:20250610T122050Z
UID:9383-1749733200-1749736800@accountingmarketing.org
SUMMARY:Business Development Roundtable: Redefining Growth – How BD and Marketing Leaders Drive Results Through Coaching
DESCRIPTION:Outline:\n\nReframing coaching: a strategic growth capability\, not a soft skill\nThe coaching mindset: Coaching vs. managing vs. mentoring\nDesigning a scalable internal coaching model\nThe role of firm leaders\nFrom Insight to Impact: Turning coaching into measurable growth \n\nLearning objectives: \n\nDefine coaching’s role in driving growth\nDistinguish coaching from managing or mentoring\nIdentify key traits of effective internal coaches\nExplore ways to embed coaching into firm culture\nDiscover steps to scale coaching beyond one-offs\n\nSpeakers \n\nBob Silvy | Level Four Consulting \nI help sales professionals perform at their best. Over the years\, I’ve had the privilege of coaching and mentoring hundreds of sellers across the country\, bringing a hands-on\, practical approach to sales training and leadership. \nI know what it’s like to be in the trenches. I’ve sold directly to the C-Suite and led consultative sales teams that consistently hit—and exceeded—their numbers. That experience shapes the way I work with clients today. \nAs a consultant to accounting and law firms\, I partner with leaders to create tailored strategies that drive growth and measurable results. I’m especially passionate about building high-performing sales cultures and aligning sales and marketing efforts to work smarter\, not harder. \nFor more than 15 years\, I’ve been involved with the Association for Accounting Marketing and the Legal Marketing Association\, learning from top marketing\, business development\, and growth leaders. \nNow\, as Managing Director of Level Four Consulting\, based in Kansas City and working with firms nationwide\, I provide coaching and training that helps accounting and law firms boost their business development results—and turn growth goals into reality. \n 
URL:https://accountingmarketing.org/event/business-development-roundtable-from-marketers-to-mentors-why-accounting-professionals-must-embrace-coaching/
CATEGORIES:Business Development Roundtable
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250429T120000
DTEND;TZID=America/Kentucky/Louisville:20250429T130000
DTSTAMP:20250409T164600Z
CREATED:20250409T164519Z
LAST-MODIFIED:20250409T164600Z
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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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250401T110000
DTEND;TZID=America/Kentucky/Louisville:20250401T120000
DTSTAMP:20250319T130914Z
CREATED:20250319T130046Z
LAST-MODIFIED:20250319T130914Z
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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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20240814T140000
DTEND;TZID=America/Kentucky/Louisville:20240814T150000
DTSTAMP:20240729T173521Z
CREATED:20240729T173521Z
LAST-MODIFIED:20240729T173521Z
UID:8134-1723644000-1723647600@accountingmarketing.org
SUMMARY:Business Development Roundtable: Originator vs. Enabler
DESCRIPTION:This session will delve deeply into the distinct yet complementary roles of originators and enablers in business development\, exploring how each contributes to the success and growth of a firm. \n\nUnderstand the Key Differences: Learn about the core responsibilities and characteristics that differentiate originators\, who initiate and drive new business opportunities\, from enablers\, who provide the necessary support and infrastructure to sustain those BD efforts.\nExplore Strategic Approaches: Gain insights into the various strategies employed by both roles to achieve effective business development\, including lead generation\, client relationship management\, and new business conversion.\nInteractive Roundtable: Engage with industry experts and peers in an interactive roundtable session\, where you can ask questions\, share experiences\, and gain practical advice tailored to your specific challenges and goals.\n\nPanelists\nNeil Barrow\, RevOps Advisors\nNeil Barrow is the founder of RevOps Advisors and EnabledBD\, building better business development functions for professional\, financial\, and consulting service firms. He’s a software sales guy that was (fortunately) talked into working in public accounting\, leading origination efforts at 2 different firms for over 8 years. \nSince then\, he’s worked with over a dozen firms to build or enhance their business development (spoiler: BD is not a soft skill). More importantly\, he is a Certified Cicerone (beer sommelier) and loves connecting with friends and strangers to chat about business development and/or best beers to try. Most importantly\, he lives in Fort Worth with his wife of 10 years and little one who is entering kindergarten. \nDanielle Reynolds\, Whitley Penn\nDanielle Reynolds has been with Whitley Penn for eight years and serves as the Business Development Manager\, focusing on bringing in new opportunities for the firm and building meaningful connections. Her commitment is in blending strategic insight with genuine relationship-building\, transforming potential leads into lasting partnerships. Her approach goes beyond transactions\, and is about creating a synergy that fosters growth\, innovation\, and mutual success. Danielle’s passion for networking and ability to expand business reach serves as a testament to her commitment to driving long-term value. \nDanielle is passionate about personal and professional development. She supports the firm’s young leaders through internal development trainings and presentations and hosts the podcast series\, Develop\, conducting leadership and professional development interviews as well as highlighting different service lines and offerings throughout the firm. \n Facilitator\nAlex Drost | Connection Builders
URL:https://accountingmarketing.org/event/business-development-roundtable-originator-vs-enabler/
CATEGORIES:Business Development Roundtable
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20240410T130000
DTEND;TZID=America/Kentucky/Louisville:20240410T140000
DTSTAMP:20240410T165604Z
CREATED:20240325T204511Z
LAST-MODIFIED:20240410T165604Z
UID:7698-1712754000-1712757600@accountingmarketing.org
SUMMARY:Business Development Roundtable: Motivating and Engaging Technical Professionals in the Sales Process
DESCRIPTION:The Business Development Roundtable will focus on the strategies and techniques to motivate and engage accounting professionals in the sales process. This interactive session will discuss the role of accounting professionals in the sales process\, how BD professionals can effectively communicate the value of sales efforts to them\, and ways to create engagement and accountability for business development activities. The roundtable format will provide a dynamic and interactive environment that encourages participation from all attendees. \nPanelists\nChris Fifis | Grassi\n\nChris Fifis is the Director of Business Development for Grassi.  With Chris as a member of Grassi’s leadership team\, the firm’s clients and prospects can expect to gain insightful guidance to help align the many advisory resources available at Grassi with their goals and business objectives.  Chris works closely with the firm’s professionals to cultivate new business opportunities and further the growth of both Grassi’s practice areas and the clients they serve. \nChris received a bachelor’s degree in marketing from Philadelphia University. \n\nJeff Jacobs | Wilkins Miller\n\nAs the Director of Development for Wilkins Miller\, one of the top 400 accounting firms in the Southeast\, Jeff spearhead’s initiatives aimed at firm growth and enhancing market footprint. In addition to his work at the firm Jeff extends his expertise to the broader accounting community by consulting with other firms in crafting growth strategy and individual business development plans. \n\n\n\n\nFacilitator\nAlex Drost | Connection Builders\n 
URL:https://accountingmarketing.org/event/business-development-roundtable-motivating-and-engaging-technical-professionals-in-the-sales-process/
CATEGORIES:Business Development Roundtable,Virtual
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20231205T130000
DTEND;TZID=America/Kentucky/Louisville:20231205T134500
DTSTAMP:20231113T183438Z
CREATED:20231108T170250Z
LAST-MODIFIED:20231113T183438Z
UID:6982-1701781200-1701783900@accountingmarketing.org
SUMMARY:Business Development Roundtable: Bright Ideas for Biz Dev Success in 2024
DESCRIPTION:Join us for a dynamic and insightful roundtable discussion where growth leaders and business developers come together to delve into the hottest topics and strategies shaping the future of the industry in 2024. In this event\, we will explore the challenges and opportunities that lie ahead for accounting firms as they strive for sustainable growth in an ever-evolving business landscape.  Please bring your questions and ideas to share as this will be a facilitated discussion with both panelists and attendees. \nPanelists\n \nRalph McNamara\, MBA \nChief Growth Officer\, Business Development | Kaufman\, Rossin \nRalph MacNamara leads the firm’s business development department and is responsible for driving the growth strategies for all service lines and industry teams. He also oversees the firm’s corporate social responsibility initiatives to promote civic and community engagement. \nRalph provides audit\, accounting\, tax\, and advisory services to a variety of public companies\, private businesses\, and entrepreneurs. His clients represent a wide array of industries such as banking\, finance\, entertainment\, healthcare\, hospitality\, information technology\, legal\, logistics\, manufacturing\, e-commerce\, pharmaceutical\, and wholesale distribution. \nHe’s helped launch several new service lines and regularly works with attorneys to assist with their forensics accounting\, economic damages\, e-discovery\, and expert testimony needs. \nRalph is currently Chairman of the South Florida District Export Council and serves on the Board of the Association of Accounting Marketing. A lifelong resident of South Florida\, Ralph earned an MBA from the University of Miami with specializations in finance and marketing and holds a bachelor’s degree in business administration from Florida International University. \nAngel Morgan \nChief Business Development Officer | Cherry Bekaert Advisory LLC \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. \nChris Perrino \nPrincipal\, Business Development | Barnes Denning \nChris has been with Barnes Dennig for over 20 years and plays an active role in helping the firm grow and prosper. He works closely with firm leadership to meet the evolving needs of new and existing clients. The overarching goal of Chris’ role at the firm is to build relationships with prospective clients and introduce them to the firm’s specialists who can help to minimize taxes and solve significant business challenges. He also coaches firm leaders to build industry service areas as well as market practice areas. \nIn addition\, Chris works closely with the firm’s marketing team to hone messaging and provide the “voice of the prospect.” He provides insight and perspective to the firm’s marketing director and invites input from the marketing director on business development initiatives\, as well. \nA frequent speaker on professional services marketing and business development topics\, Chris has spoken at top industry conferences organized by the AICPA\, New York Society of CPAs\, Ohio Society of CPAs\, and the Association for Accounting Marketing (AAM). He is a member of AAM’s Business Development Committee and past Chair of the Allinial Global Business Development / Marketing Committee\, where he has served as a committee member since 1999. In addition\, he is the Chair of the Corryville Catholic School Advisory Committee and has been a committee member since 2003. Corryville Catholic is an urban school dedicated to educating children to be the leaders of tomorrow. \nChris earned a Bachelor of Arts from Thomas More College\, Crestview Hills\, KY. He was chosen as a Cincinnati-area “Forty Under 40” in 1999 by the Business Courier and was inducted into the AAM Hall of Fame in 2012. \nChris is a life-long Cincinnatian\, a big fan of the Reds\, and an avid fisherman. He enjoys time with family and friends\, the great outdoors\, rural settings\, and lakeside summer vacations. He is a longtime member of the Corryville Catholic School Advisory Committee and a supporter of Catholic education. His bucket list includes sampling the Cincinnati-style chili at each unique chili parlor in town. \nJohn Meislahn \nDirector of Business Development | Pisenti & Brinker \nJohn Meislahn has over 25 years of experience in banking and joined Pisenti & Brinker LLP as the Director of Business Development in 2017. He was formerly with Exchange Bank for 20 years as Vice President and Manager of Business Development. John’s role includes bringing new business into the firm\, marketing\, and community involvement. \nA graduate from UCLA with a BA in Sociology and Minor in Business\, John also holds a Masters Certificate from Pacific Coast Banking School at the University of Washington. John is very active in Sonoma County as he is Board Chair of Community Matters and holds board member positions with the Sonoma County Alliance and Wild Oak Saddle Club. John is also Past Board Chair at Social Advocates for Youth and now sits on their Advisory Board. \nJohn and his wife live in Santa Rosa with two adult children. When he is not working\, he enjoys traveling\, reading and drinking fine Sonoma County Wines.
URL:https://accountingmarketing.org/event/business-development-roundtable-bright-ideas-for-biz-dev-success-in-2024/
CATEGORIES:Business Development Roundtable,Virtual
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20230307T130000
DTEND;TZID=America/Kentucky/Louisville:20230307T140000
DTSTAMP:20230302T220714Z
CREATED:20230217T143415Z
LAST-MODIFIED:20230302T220714Z
UID:5886-1678194000-1678197600@accountingmarketing.org
SUMMARY:Business Development Roundtable: Business Development Compensation
DESCRIPTION:It’s time to address the elephant in the room – Business Development (BD) compensation!  We are all curious to find out how and how much BD professionals are compensated. AAM’s BD Committee took an unofficial poll to uncover what BD comp plans look like in the Top 50 to Top 300 firms. What we learned is that the only commonality between the compensation plans we saw were that they are all different! \nJoin us for a friendly roundtable discussion (yes\, we want you to participate) where we’ll show you actual BD comp plans and you’ll have the opportunity to ask your burning questions. All business development and marketing crossover professionals are welcome and encouraged to attend! \nHosts \nJohn Meislahn – Director of Business Development\, Pisenti & Brinker \n \nJohn Meislahn has over 25 years of experience in banking and joined Pisenti & Brinker LLP as the Director of Business Development in 2017. He was formerly with Exchange Bank for 20 years as Vice President and Manager of Business Development. John’s role includes bringing new business into the firm\, marketing\, and community involvement. \nA graduate from UCLA with a BA in Sociology and Minor in Business\, John also holds a Masters Certificate from Pacific Coast Banking School at the University of Washington. \n  \n  \nChris Perrino – Principal\, Business Development\, Barnes Dennig \nChris has been with Barnes Dennig for over 20 years and plays an active role in helping the firm grow and prosper. He works closely with firm leadership to meet the evolving needs of new and existing clients. The overarching goal of Chris’ role at the firm is to build relationships with prospective clients and introduce them to the firm’s specialists who can help to minimize taxes and solve significant business challenges. He also coaches firm leaders to build industry service areas as well as market practice areas. \n  \n  \nRalph MacNamara – Principal\, Business Development\, Kaufman Rossin \n \nRalph MacNamara leads Kaufman Rossin’s business development department and is responsible for driving the firm’s growth strategies for all service lines and industry teams. He was named Business Development Principal in 2017 and oversees new client targeting and cross-sell initiatives\, sales operations\, proposal team\, sales training\, firmwide sponsorships and firm hosted events. \nRalph joined the firm in a sales role in 2008 and quickly became adept at selling virtually all service lines to clients in a wide variety of industries. Moreover\, he has helped launch over a dozen new advisory services\, delivered rainmaker training to professionals at all levels and provides one-on-one sales coaching to senior professionals and principals\, alike. \nA lifelong resident of South Florida\, Ralph has served on a variety of local\, state and national boards and received several leadership awards recognizing his volunteer efforts.
URL:https://accountingmarketing.org/event/business-development-roundtable-business-development-compensation/
CATEGORIES:Business Development Roundtable
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20221215T140000
DTEND;TZID=America/Kentucky/Louisville:20221215T150000
DTSTAMP:20221128T181035Z
CREATED:20221128T181035Z
LAST-MODIFIED:20221128T181035Z
UID:5540-1671112800-1671116400@accountingmarketing.org
SUMMARY:Business Development Roundtable: What Does M&A and PE Really Mean to Firm Business Development Leaders?
DESCRIPTION:The recent AAM Emerge conference – Growth Through Realignment – was largely focused on all things M&A and PE related.  There were great speakers and fantastic topics presented.  So\, join our next BD Roundtable to further discuss some of the critical issues particularly relevant to firm business development leaders such as: \n\nThe evolution of firm growth strategies – organic vs. M&A\nThe influence of M&A or PE investment in your market(s) and competitors\nThe changing nature of business development in today’s acquisitive landscape\nThe personal impact of M&A/PE on business development leaders\n\nSpeakers \nAdam Klein – Chief Growth Officer\, Bennett Thrasher \n  \n  \nAlex Drost – Founder & CEO\, Connection Builders \n  \n  \nDavid Toth – Chief Growth Strategist\, Winding River Consulting \n  \n  \nJeff Jacobs – Director of Development\, Wilkins Miller \n  \n  \n 
URL:https://accountingmarketing.org/event/business-development-roundtable-what-does-ma-and-pe-really-mean-to-firm-business-development-leaders/
CATEGORIES:Business Development Roundtable
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20221004T123000
DTEND;TZID=America/Kentucky/Louisville:20221004T133000
DTSTAMP:20220920T135508Z
CREATED:20220920T134509Z
LAST-MODIFIED:20220920T135508Z
UID:2221-1664886600-1664890200@accountingmarketing.org
SUMMARY:Business Development Roundtable: Social Selling on LinkedIn – how everyone at your firm can use LinkedIn to drive new business
DESCRIPTION:LinkedIn is the world’s largest professional networking platform with more than 800 million users in 200 countries. LinkedIn’s mission is to “connect the world’s professionals to make them more productive and successful”. Join the AAM Business Development committee for a discussion and to share ideas for how your firm can use LinkedIn to drive new business. \nThis practical session will include: \n\nDeveloping a LinkedIn profile to market and strengthen a personal brand\nLeveraging LinkedIn’s features to grow a network and help identify target audiences\nWriting a powerful connection request message to connect with contacts\nConverting contacts into prospects\nGenerating sales leads\nClosing new business\n\nSpeakers \nAlex Egan – Director\, Broker-Dealer & Investment Advisor Services\, Kaufman Rossin \n  \n  \nAdam Klein – Chief Growth Officer\, Bennett Thrasher \n  \n  \nAlex Drost – Founder & CEO\, Connection Builders
URL:https://accountingmarketing.org/event/social-selling-on-linkedin-how-everyone-at-your-firm-can-use-linkedin-to-drive-new-business/
CATEGORIES:Business Development Roundtable
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