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DTSTART;TZID=America/Kentucky/Louisville:20250219T140000
DTEND;TZID=America/Kentucky/Louisville:20250219T144500
DTSTAMP:20250115T194335Z
CREATED:20250109T210300Z
LAST-MODIFIED:20250115T194335Z
UID:8876-1739973600-1739976300@accountingmarketing.org
SUMMARY:Virtual Campfire: Branding
DESCRIPTION:Join us for our upcoming roundtable discussion where we’ll dive into the art of branding in the accounting industry. Discover innovative strategies to differentiate your firm\, build a compelling brand identity\, and connect more deeply with your target audience. Don’t miss this opportunity to exchange ideas with fellow marketing leaders and gain insights that can elevate your brand. \nSME \nMike Jones\, Resound \n \nMike is an award-winning brand consultancy owner\, author\, speaker\, and strategist\, helping professional services firms make their brands remarkable with authentic identity and storytelling. When he’s not doing all that jazz he’s building LEGO with his kids\, reading a history book\, or drinking a good cup of coffee…sometimes all three at the same time. \n  \n  \n  \n  \nFacilitators \n\nAlyson Fieldman\, Stambaugh Ness\nKelsey Brewer\, McGuire Sponsel
URL:https://accountingmarketing.org/event/virtual-campfire-branding/
CATEGORIES:Virtual Campfire
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250226T130000
DTEND;TZID=America/Kentucky/Louisville:20250226T140000
DTSTAMP:20250127T173655Z
CREATED:20250127T173655Z
LAST-MODIFIED:20250127T173655Z
UID:8965-1740574800-1740578400@accountingmarketing.org
SUMMARY:AAM High! Webinar: How CPA Firms Really Make Money and Grow
DESCRIPTION:Ever wonder what makes a CPA firm tick — and how you can use that knowledge to make a bigger impact as a marketer? Join our lively panel of accounting leaders as we pull back the curtain on how firms make money\, from the traditional metrics like utilization and realization to the new\, tech-driven approaches shaping the future. We’ll break down firm structures (what’s with all those separate entities?) and get real about partner compensation because understanding how they’re rewarded can help you align your efforts and get the buy-in you need. \nBut that’s not all! We’ll also tackle the big obstacles holding firms back like talent shortages\, technology and access to capital (yep\, PE is part of that). You’ll walk away with fresh insights and actionable ideas to position your firm (and yourself) as a key player in driving growth. If you’re ready to level up your marketing game and truly connect with what matters most to your firm\, this session is for you! \nSpeakers\nJoe Mastaler | Partner\, Tax Service Leader\, PBMares \nA licensed CPA in Virginia\, Joe Mastaler has also earned a Master of Science Taxation (MST) and the Chartered Global Management Accountant (CGMA) designation. Virginia Business magazine has twice named him a Super CPA for his work in the Corporate Tax practice category. \nJoe loves accounting because it allows him to use numbers to help people\, including business owners and high net worth individuals. He also enjoys growing the firm and our staff. Outside the firm\, he served on the managing accounting practice committee of the Northern Chapter of the VSCPA and is a member\, past president and current officer of the Washington Executive Association. \nJoe contributes to his local community\, including having participated in the Robinson Secondary School Athletic Boosters Club and the school’s All Night Graduation Party. Other previous service includes the Greater Williamsburg Area Chamber & Tourism Alliance\, Williamsburg-James City County Education Foundation (founding member)\, TowneBank and Hospice House and Support Care of the Williamsburg. He is also a graduate of the Civic Leadership Institute and Leadership Fairfax. \nEric Majchrzak | CEO\, BeachFleischman \nEric Majchrzak is CEO and Chairman of BeachFleischman LLP\, Arizona’s largest locally-owned CPA firm and a “Top 200 Largest CPA Firm in the U.S.” Prior to his appointment to CEO\, he was an accounting firm marketer and strategist with over 20 years’ experience in the accounting profession.  He has been named multiple times to Accounting Today Magazine’s list of the “Top 100 Most Influential People” and was named AAM’s “Rookie of the Year” (2006)\, “Marketer of the Year” (2015)\, and inductee into the AAM Hall of Fame (2018). Eric has been an AAM member for 20 years and served 2 terms on the Board of Directors. He has also served on various AAM committees\, task forces\, and was a keynote speaker for the 2021 AAM Summit. Eric enjoys offering guidance and mentoring to AAM members and helping them elevate their careers \n  \n  \nJack Kolmansberger | Chief Growth Officer\, Herbein \nJack Kolmansberger joined Herbein as CMO in 2008. Before Herbein\, he had a great 12-year run as marketing director at Asher & Company\, Inc. (which joined BDO in 2012). As CMO\, he focused on strategic planning and the integration of marketing throughout the firm. In 2022\, he was promoted to CGO.  He is charged with leading data analytics\, business development\, and client experience teams to drive profitable revenue.  Jack is the founding president of the chartered Greater Philadelphia Chapter of AAM. He worked alongside many incredible AAM members as secretary\, vice president\, and president of AAM’s national board of directors. In 2006\, he was honored with the AAM Volunteer of the Year award\, and he was inducted into AAM’s Hall of Fame in 2018. \n\nModerator\nKatie Tolin | President\, CPA Growth Guides \n\nKatie Tolin founded CPA Growth Guides after a decades-long in-house marketing career that saw her named Accounting Marketer of the Year\, one of the Top 100 Most Influential People in Public Accounting and one of the Most Powerful Women in Accounting. She was also inducted into the Accounting Marketing Hall of Fame\, is a former president of the Association for Accounting Marketing and is a contributing author to “Bull’s-Eye! The Ultimate How-To Marketing & Sales Guide for CPAs.” Throughout her career working with local\, regional and national professional services firms\, she has developed highly successful programs notable for innovation\, data-driven marketing strategies and measurable success in moving firms forward. Today she works as a consultant or an outsourced chief growth officer helping firms connect the dots between strategy and action to ensure they receive a positive ROI in the areas of marketing\, business development\, product management/innovation and client experience. In addition\, she runs mastermind groups focused on firm growth through Rally Rounds and teaches business development leadership through Power Up Professionals. \n\n 
URL:https://accountingmarketing.org/event/aam-high-webinar-how-cpa-firms-really-make-money-and-grow/
CATEGORIES:AAM High Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250304T130000
DTEND;TZID=America/Kentucky/Louisville:20250304T140000
DTSTAMP:20250203T172503Z
CREATED:20250129T152838Z
LAST-MODIFIED:20250203T172503Z
UID:8979-1741093200-1741096800@accountingmarketing.org
SUMMARY:AAM High! Webinar: How are AAM Members Using AI for Marketing Today?
DESCRIPTION:It’s time for marketers to overcome AI hesitations and move beyond generic GenAI tools. AI is transforming how we write\, create presentations\, edit videos\, and power chatbots. AI-infused marketing tools are helping marketers not only find efficiencies but also improve their work. \nPeer-to-peer learning is at the heart of AAM. This session will highlight AAM members’ use of AI tools in four demos of current use-cases. Moderated by Alison Simons of Simons Marketing\, featuring Jaemi Allen of Larson Gross demoing a customized chatbot with Sendbird\, Kelsea Balde of Anthem Strategists demoing educational presentations with Beautiful.ai\, Sunny Ricks & Drew Madison of Warren Averett demoing video creation with Synthesia\, and Ashley Webb of Mercadien demoing advanced uses for ChatGPT for strategic planning. \nLearning Objectives \n\nGain a comprehensive understanding of how AI tools are being utilized in various marketing functions\, such as content creation\, design\, planning\, and multimedia production\, and chatbots.\nLearn how AI-infused marketing tools can enhance both the efficiency and quality of marketing efforts.\nSee real-world use-cases of AI in marketing through peer-to-peer learning.\n\nSpeakers\nJaemi Allen | Marketing Manager\, Larson Gross \nJaemi is a marketing leader with extensive experience in B2B marketing\, encompassing strategy development\, campaign management\, project execution\, and performance measurement. At Larson Gross\, Jaemi oversees internal marketing initiatives and has launched the firm’s Outsourced Marketing services. \n  \n  \n  \nKelsea Balde | Marketing Manager\, Anthem Strategists \nKelsea focuses on business development\, digital marketing\, brand strategy\, content creation\, event planning\, and enhancing client experience. She also manages and trains on the firm’s CRM\, HubSpot\, and oversees the onboarding process for new clients. Additionally\, Kelsea is actively involved in the firm’s recruiting activities and piloting new tools at Anthem Strategists. \n  \n  \nSunny Ricks | Director of Marketing Communications\, Warren Averett \nIn her role\, Sunny collaborates with client service teams and niche marketers to enhance the firm’s brand\, visibility\, and communications. Sunny leads the marketing communications team\, functioning as an internal agency advising on branding\, media relations\, advertising\, publicity\, websites\, content\, social media\, and collateral\, as well as overseeing internal initiatives. \n  \n  \n  \n  \nDrew Madison | Multimedia Communications Senior Associate\, Warren Averett \nDrew produces and edits multimedia content\, including videos\, podcasts\, animations\, and live broadcasts\, utilizing AI-powered tools to streamline production and enhance quality. Drew collaborates with the marketing communications team to produce high-quality content and assists IT with in-house audio and video operations. Drew is also involved in researching new AI tools to optimize workflows and improve efficiency. \n  \n  \n  \nAshley Webb | Marketing Manager\, Mercadien \nAshley specializes in digital marketing\, business development\, data analytics/reporting and branding. She is quite tech savvy\, leveraging HubSpot\, ChatGPT\, ZoomInfo and a suite of other tools for various marketing initiatives. Ashley is responsible for developing and executing firmwide and niche-specific strategic marketing plans to meet growth goals. She is a member of BDO’s DEI and Marketing Roundtables and AAM. \n  \n  \n\nFacilitator\nAlison Simons | Managing Partner\, Simons Marketing \nAlison is the founder of Simons Marketing\, LLC\, a firm specializing in marketing services for accounting firms and wealth management companies. Under her leadership\, Simons Marketing has grown into a mulit-disciplinary team offering branding\, intentional growth strategies\, digital marketing\, and recruiting messaging. Alison is also a sought-after speaker\, presenting on topics such as niche development and AI in accounting firm marketing.
URL:https://accountingmarketing.org/event/aam-high-webinar-how-are-aam-members-using-ai-for-marketing-today/
CATEGORIES:AAM High Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250311T113000
DTEND;TZID=America/Kentucky/Louisville:20250311T123000
DTSTAMP:20250113T192457Z
CREATED:20250113T192424Z
LAST-MODIFIED:20250113T192457Z
UID:8913-1741692600-1741696200@accountingmarketing.org
SUMMARY:New Member Welcome Call
DESCRIPTION:So you’ve joined the Association for Accounting Marketing… Now what? \nJoin us for an open discussion about what it means to be an AAM member at our New Member Welcome! \nThis call will provide an opportunity for you to: \n– Connect with other new members\n– Review member benefits\n– Learn about AAM Connect\, the online members only platform which offers a wealth of tools and information\n– Ask questions and have an open discussion \nWe look forward to connecting with you!
URL:https://accountingmarketing.org/event/new-member-welcome-march-2025/
CATEGORIES:New Member Welcome Call
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250319T140000
DTEND;TZID=America/Kentucky/Louisville:20250319T144500
DTSTAMP:20250205T183316Z
CREATED:20250110T160717Z
LAST-MODIFIED:20250205T183316Z
UID:8885-1742392800-1742395500@accountingmarketing.org
SUMMARY:Virtual Campfire: Sales and Marketing: Inbound
DESCRIPTION:Unlock the secrets of successful inbound marketing in our next roundtable discussion tailored for accounting industry leaders. We’ll delve into effective strategies for attracting and engaging clients through high-quality content and targeted marketing efforts. Gain practical insights and share experiences with your peers to enhance your firm’s inbound approach and drive growth. \nSME \nDavid Toth\, Winding River Consulting \nDavid Toth is a distinguished consultant with nearly two decades of expertise in driving strategic growth and transforming practices now focused within the accounting and advisory sectors. Renowned for his forward-thinking approach\, David has become a trusted advisor to managing partners and growth and firm leaders\, specializing in digital transformation\, leadership development\, and management consulting. His candid and dynamic style bridges the gap between business strategy and the accounting profession. As a leader at Winding River Consulting’s MPB | Leadership Accelerated program and founder of the Digital Deep Dive Summit\, David fosters collaboration among firm leaders and champions digital innovation. Recognized by CPA Practice Advisor and Crain’s Cleveland Business\, his work continues to shape the future of the profession. \n  \n  \nEricka Blair\, Your Part-Time Controller\, LLC \n \nEricka Blair serves as the Director of Marketing at Your Part-Time Controller\, LLC (YPTC)\, where she leads strategic initiatives to amplify the company’s brand and expand its impact in the nonprofit accounting sector. With over 10 years of experience and a passion for storytelling and creative problem-solving\, Ericka oversees all aspects of YPTC’s marketing department\, including brand management\, creative\, content development\, and digital strategy. \n  \n  \n  \n  \n  \nFacilitators \n\nAlyson Fieldman\, Stambaugh Ness\nKelsey Brewer\, McGuire Sponsel\nSunny Ricks\, Warren Averrett
URL:https://accountingmarketing.org/event/virtual-campfire-sales-and-marketing-inbound/
CATEGORIES:Virtual Campfire
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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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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250409T140000
DTEND;TZID=America/Kentucky/Louisville:20250409T144500
DTSTAMP:20250110T161205Z
CREATED:20250110T160834Z
LAST-MODIFIED:20250110T161205Z
UID:8887-1744207200-1744209900@accountingmarketing.org
SUMMARY:Virtual Campfire: Career Development
DESCRIPTION:Join us for an engaging and interactive conversation on career development tailored specifically for accounting marketing and BD professionals. Whether you’re just starting out or are a seasoned expert\, this session is designed to provide valuable insights and practical advice for all career levels and specialties. Learn from industry veterans\, connect with peers\, share experiences\, and discover strategies to advance your career. \n\nAlyson Fieldman\, Stambaugh Ness\nKelsey Brewer\, McGuire Sponsel\nSunny Ricks\, Warren Averrett
URL:https://accountingmarketing.org/event/virtual-campfire-career-development/
CATEGORIES:Virtual Campfire
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250410T130000
DTEND;TZID=America/Kentucky/Louisville:20250410T140000
DTSTAMP:20250324T150058Z
CREATED:20250324T150019Z
LAST-MODIFIED:20250324T150058Z
UID:9206-1744290000-1744293600@accountingmarketing.org
SUMMARY:AAM High! Webinar: Accelerating Firm Growth: Data on the High Growth Accounting Firms
DESCRIPTION:Join us for an exclusive\, research-driven webinar tailored specifically for accounting marketers\, presented in partnership with Hinge and the Association for Accounting Marketing. \nBased on the 10th Anniversary Edition of the Hinge Research Institute’s High Growth Study\, this session dives deep into the marketing strategies that drive exceptional growth and profitability in the accounting sector. Discover how top-performing accounting firms are achieving nearly 4X faster growth and higher profitability compared to their peers. \nIn this focused webinar\, you’ll learn: \n\nAccounting-Specific Marketing Trends: Understand the unique challenges and opportunities within the accounting marketplace and how high-growth firms are adapting.\nData-Driven Growth Strategies for Accounting: Discover the most impactful marketing techniques and priorities for 2024\, specifically within the accounting industry\, based on our in-depth research.\nLeveraging Technology for Accounting Growth: Explore how high-growth accounting firms are utilizing technology to streamline operations\, enhance client services\, and drive marketing success.\n\nThis webinar is essential for: \n\nAccounting Marketing Professionals\nAccounting Firm Partners and Leaders\nAnyone responsible for driving growth in an accounting practice\n\nDon’t miss this opportunity to gain exclusive insights and strategies to elevate your accounting firm’s growth. Watch our on-demand webinar now! \nSpeakers \nWill Casserly is a Managing Director at Hinge\, specializing in helping accounting and financial services clients achieve their strategic\, brand visibility\, and growth objectives. He brings over 30 years of business development experience\, encompassing in-house marketing\, agency work\, communications\, media and public relations\, design and more. \n  \n  \n  \n  \n  \nAustin McNair Bio: Austin McNair is the marketing lead at Hinge where he helps guide clients through the complexities of modern marketing. Central to Hinge’s research and content marketing strategy\, Austin is also the host of Hinge’s new podcast Spiraling Up. \nBoth Austin and Will have been instrumental towards developing AAM’s Marketing Budget Benchmarking Study which comes out before Summit. \n 
URL:https://accountingmarketing.org/event/aam-high-webinar-accelerating-firm-growth-data-on-the-high-growth-accounting-firms/
CATEGORIES:AAM High Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville: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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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250501T130000
DTEND;TZID=America/Kentucky/Louisville:20250501T140000
DTSTAMP:20250415T160448Z
CREATED:20250409T153348Z
LAST-MODIFIED:20250415T160448Z
UID:9282-1746104400-1746108000@accountingmarketing.org
SUMMARY:AAM High! Webinar: Bridging the Gap: Integrating Sales and Marketing for Accounting Firm Success
DESCRIPTION:In today’s competitive landscape\, the synergy between sales and marketing is crucial for driving growth and client satisfaction in accounting firms. Join us for an insightful webinar where Rehmann’s business development and marketing leaders share strategies and best practices for seamlessly integrating sales and marketing efforts.\nParticipants will learn: \n\nBest practices for communication\nThe importance of sales enablement\nLeadership buy-in\nHow collaboration creates growth\n\nSpeakers\nHolly Shier | Rehmann\, Chief Marketing Officer \nHolly is Rehmann’s director of marketing. Since joining the Firm in 2012\, Holly has positively supported the Firm’s vision to be THE Firm of choice for clients and associates. Holly and her talented team collaborate with leadership to skillfully craft and execute the marketing strategy for the Firm. The team provides world-class service and has won many awards from the Association for Accounting Marketing. Holly and her team are responsible for: \n\nBrand management and strategy\nDeveloping go-to-market strategies that drive growth for the Firm\nCreating effective programs\, events and thought leadership that provide added value for our clients\nSupporting the development of industries and niches that allow us to better serve our clients\nEnvisioning and implementing plans for public relations\, advertising\, voice-of-the-client programs\, digital and web presence\, and demand generation\n\nNicole Burgeson | Rehmann\, Director of Sales \nAs a Rehmann Principal\, Nikki leverages more than 20 years of experience in sales and leadership to help drive Rehmann’s overall growth. She develops strategy\, leads Rehmann’s business development team and spearheads the firm’s sales culture integration efforts by aligning the skills\, talent and technical expertise of business advisors with new clients to ensure they receive customized\, financially rewarding business solutions. \nIn addition to identifying opportunities to provide comprehensive accounting and consulting services to companies\, organizations and individuals\, Nikki personally manages new business development for Rehmann’s Greater Michigan region\, including offices in Midland and Saginaw.
URL:https://accountingmarketing.org/event/aam-high-webinar-bridging-the-gap-integrating-sales-and-marketing-for-accounting-firm-success/
CATEGORIES:AAM High Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250506T113000
DTEND;TZID=America/Kentucky/Louisville:20250506T123000
DTSTAMP:20250113T192625Z
CREATED:20250113T192506Z
LAST-MODIFIED:20250113T192625Z
UID:8915-1746531000-1746534600@accountingmarketing.org
SUMMARY:New Member Welcome Call
DESCRIPTION:So you’ve joined the Association for Accounting Marketing… Now what? \nJoin us for an open discussion about what it means to be an AAM member at our New Member Welcome! \nThis call will provide an opportunity for you to: \n– Connect with other new members\n– Review member benefits\n– Learn about AAM Connect\, the online members only platform which offers a wealth of tools and information\n– Ask questions and have an open discussion \nWe look forward to connecting with you!
URL:https://accountingmarketing.org/event/new-member-welcome-may-2025/
CATEGORIES:New Member Welcome Call
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250521T140000
DTEND;TZID=America/Kentucky/Louisville:20250521T144500
DTSTAMP:20250331T193126Z
CREATED:20250110T161850Z
LAST-MODIFIED:20250331T193126Z
UID:8895-1747836000-1747838700@accountingmarketing.org
SUMMARY:Virtual Campfire: Building Firm Advocates at Every Level
DESCRIPTION:Ready to turn your colleagues into your biggest advocates? Join our next roundtable to explore innovative strategies for fostering internal engagement and building firm-wide support for your marketing and business development initiatives. Discover how to inspire and empower your team to champion your efforts\, creating a culture of collaboration and enthusiasm. This interactive session is perfect for marketing leaders looking to ignite passion and drive success from within. Don’t miss out on this exciting opportunity to share ideas and learn from your peers! \n\nAlyson Fieldman\, Stambaugh Ness\nKelsey Brewer\, McGuire Sponsel\nSunny Ricks\, Warren Averrett
URL:https://accountingmarketing.org/event/virtual-campfire-building-firm-advocates/
CATEGORIES:Virtual Campfire
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250611T130000
DTEND;TZID=America/Kentucky/Louisville:20250611T140000
DTSTAMP:20250521T174812Z
CREATED:20250521T174812Z
LAST-MODIFIED:20250521T174812Z
UID:9428-1749646800-1749650400@accountingmarketing.org
SUMMARY:AAM Member Appreciation Week: The Ultimate Virtual Murder Mystery
DESCRIPTION:Join us to celebrate AAM Member Appreciation Week! Step into the immersive world of “Mayfield Manor” and team up with fellow AAM members to crack the case! Analyze maps and letters\, crack codes\, and determine the truth behind the 4 suspects’ alibis. Guided by a Chief Detective\, you’ll solve the crime and compete to be crowned the ultimate detectives. \nThis lighthearted\, competitive experience is one you won’t want to miss. Sign up now for a thrilling adventure!
URL:https://accountingmarketing.org/event/aam-member-appreciation-week-the-ultimate-virtual-murder-mystery/
CATEGORIES:Training
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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
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Business-Development-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250617T140000
DTEND;TZID=America/Kentucky/Louisville:20250617T150000
DTSTAMP:20250508T205520Z
CREATED:20250508T190336Z
LAST-MODIFIED:20250508T205520Z
UID:9386-1750168800-1750172400@accountingmarketing.org
SUMMARY:AAM DEI Webinar: Navigating the Internal and External Challenges of DEI Communications
DESCRIPTION:The Diversity\, Equity\, and Inclusion (DEI) communications landscape has undergone a significant transformation over the past year. Previously considered a standard component of corporate social responsibility\, DEI communications have become a politically charged issue. Increasing government regulations\, legal challenges\, and public scrutiny have transformed DEI communications into a high-risk endeavor. Consequently\, accounting marketers are struggling with how to talk about DEI\, rebranding DEI programs at their firms\, figuring out how to manage DEI programs being cut\, updating and customizing proposal language\, and the list goes on… Many accounting marketers are experiencing frustration on how to continue the programs that are so meaningful and important while also navigating the changing perspectives of firm leadership\, team members\, clients\, and prospects. Cass Bailey\, CEO of Slice Communications will host a discussion that will examine various approaches\, best practices\, and case studies to provide participants with actionable insights applicable to their present and future work. \n  \nSpeaker \nCassandra Bailey | Founder and CEO\, Slice Communications \nCassandra (Cass) M. Bailey is the CEO of Slice Communications\, the founder and current Chairwoman of Social Media Day\, Inc.\, and the creator of the “My Mom Is…” children’s book series.  She has been working in marketing communications for more than 20 years and has authored two books on the subject: Pay Attention! and Social Media is About People. She believes that integrated public relations\, social media\, and email marketing efforts are critical for growing businesses and non-profits looking to accomplish their goals. \nWith a background in international politics\, economics\, and philosophy\, communications has become her passion and she has been tapped by various industry associations and the media to share her insights and experiences.  She has appeared on Good Morning America\, CBS This Morning\, and The Today Show and has written for\, or been quoted in\, Forbes\, Philadelphia Magazine\, Black Enterprise Magazine\, TheNextWeb\, and a number of other publications.  Cass has also been named as a Rising Star by the Women’s Business Enterprise National Council (WBENC) and received the Brava award from Philadelphia Smart CEO. \nCass is deeply involved with her community and has served on boards for the Entrepreneurs’ Organization of Philadelphia; Business Leadership Forum at The Union League of Philadelphia; Small Business Board at the Greater Philadelphia Chamber of Commerce; Tree House Books; Pennsylvania 30 Day Fund; and Hopeworks.  Cass graduated from The Catholic University of America with a degree in international politics\, economics and philosophy.  Additionally\, she has completed programs in business education from the Goldman Sachs 10\,000 Small Businesses Program and WBENC Executive Program at the Tuck School of Business.
URL:https://accountingmarketing.org/event/aam-dei-webinar/
CATEGORIES:Training
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:20250618T140000
DTEND;TZID=America/Kentucky/Louisville:20250618T144500
DTSTAMP:20250609T185232Z
CREATED:20250110T161520Z
LAST-MODIFIED:20250609T185232Z
UID:8892-1750255200-1750257900@accountingmarketing.org
SUMMARY:Virtual Campfire: Key Takeaways from AAM Summit
DESCRIPTION:Join us to unpack the key takeaways from this year’s annual Summit. This discussion will revolve around lessons learned\, the strategic goals we set for the conference\, and most importantly\, how we can implement these innovative ideas within our firms. It’s an opportunity to share experiences\, discuss our collective learning\, and explore actionable steps to integrate these newfound strategies into our everyday marketing practices. Let’s come together to translate our Summit experiences into tangible benefits for our firms and clients. \nSpeakers:  \nKristen Lewis \nKristen Lewis is the Managing Director of Strategic Growth for Industries and Markets at EisnerAmper. With nearly 25 years of experience in professional services marketing\, Kristen is responsible for firm-wide strategic initiatives such as go-to-market planning\, marketing sales enablement\, and M&A integration growth onboarding. She works to design and implement strategic growth initiatives\, build strong niche practices\, foster a positive marketing culture\, pursue strategic alliances\, and help develop the firm’s next generation of market leaders. \nBonnie Buol Ruszczyk \nBonnie Buol Ruszczyk (like “rustic” without the “t”) is a Cornell-certified DEI consultant\, and owner of the Accounting MOVE Project\, the only annual benchmarking research and advocacy report that equips accounting firms to detect\, develop and drive competitive advantages from diversity initiatives and trends. She is also a marketing consultant with bbr companies where she provides strategic guidance\, project management and serves as an outsourced marketing director for firms that don’t need that resource full-time. Finally\, she is also co-owner of Rally Rounds mastermind groups which provides support\, ideas\, and accountability for accounting growth professionals. She has served the accounting profession since 2007 and has been named as one of Accounting Today’s Top 100 Most Influential People in Accounting six times. \nFacilitators: \n\nAlyson Fieldman\, Stambaugh Ness\nKelsey Brewer\, McGuire Sponsel\nSunny Ricks\, Warren Averrett
URL:https://accountingmarketing.org/event/virtual-campfire-key-takeaways-2025-summit/
CATEGORIES:Virtual Campfire
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250708T113000
DTEND;TZID=America/Kentucky/Louisville:20250708T123000
DTSTAMP:20250113T192717Z
CREATED:20250113T192639Z
LAST-MODIFIED:20250113T192717Z
UID:8918-1751974200-1751977800@accountingmarketing.org
SUMMARY:New Member Welcome Call
DESCRIPTION:So you’ve joined the Association for Accounting Marketing… Now what? \nJoin us for an open discussion about what it means to be an AAM member at our New Member Welcome! \nThis call will provide an opportunity for you to: \n– Connect with other new members\n– Review member benefits\n– Learn about AAM Connect\, the online members only platform which offers a wealth of tools and information\n– Ask questions and have an open discussion \nWe look forward to connecting with you!
URL:https://accountingmarketing.org/event/new-member-welcome-july-2025/
CATEGORIES:New Member Welcome Call
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250716T140000
DTEND;TZID=America/Kentucky/Louisville:20250716T144500
DTSTAMP:20250408T142946Z
CREATED:20250110T161331Z
LAST-MODIFIED:20250408T142946Z
UID:8890-1752674400-1752677100@accountingmarketing.org
SUMMARY:Virtual Campfire: Podcasting for Leads
DESCRIPTION:Discover how podcasting can become a powerful tool for generating leads in the accounting industry. In our next roundtable\, we’ll explore the best practices for creating engaging content\, building a loyal audience\, and converting listeners into clients. This session is perfect for marketing professionals looking to leverage the growing popularity of podcasts to drive business growth. Join us for an insightful discussion and share your experiences with fellow leaders. \n\nAlyson Fieldman\, Stambaugh Ness\nKelsey Brewer\, McGuire Sponsel\nSunny Ricks\, Warren Averrett\n\nSME \nBlake Oliver\, CPA\, is the founder and CEO of Earmark\, an app that offers NASBA-approved CPE for listening to your favorite accounting and tax podcasts. He co-hosts The Accounting Podcast\, a Top 25 Business News show on the Apple charts and the most popular podcast for accountants and bookkeepers worldwide. He has been named one of Accounting Today’s top 100 most influential people and recognized as one of CPA Practice Advisor’s “40 Under 40” in the accounting profession. Blake lives in Scottsdale\, Arizona\, where he enjoys hiking\, swimming\, and cycling.
URL:https://accountingmarketing.org/event/virtual-campfire-podcasting-for-leads/
CATEGORIES:Virtual Campfire
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Virtual-Campfire-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250724T130000
DTEND;TZID=America/Kentucky/Louisville:20250724T143000
DTSTAMP:20250611T160841Z
CREATED:20250611T160841Z
LAST-MODIFIED:20250611T160841Z
UID:9495-1753362000-1753367400@accountingmarketing.org
SUMMARY:Learning Lab: From Lead to Client: Mastering Lead Qualification & Lifecycle Management
DESCRIPTION:Course Overview: \nThis training program provides a step-by-step approach to qualifying Sales Qualified Leads (SQLs)—those who proactively reach out via phone or submit a “Contact Us” form. By focusing on high-intent inquiries\, participants will learn best practices for qualifying\, identifying\, tracking\, and nurturing leads using a balanced mix of technology and personal interaction. \nThe course emphasizes seamless collaboration across departments\, structured communication\, and robust qualification frameworks to ensure that only truly qualified and engaged prospects advance to firm leaders. \nWhat you will gain:\n\nUnderstand the difference between a prospect\, lead\, a marketing qualified lead (MQL) and a sales qualified lead (SQL)\nLearn to structure an effective SQL qualification process to prevent unqualified leads from reaching firm leaders.\nUnderstand the role of business development and marketing in the sales cycle.\nDiscover how to leverage technology (CRM\, automation\, and robust forms) to streamline lead tracking and communications.\nImprove responsiveness and engagement to boost conversion rates.\nTechniques for nurturing qualified leads\nCreate scalable processes for firms of different sizes.\nIdentify key metrics and tracking strategies to measure lead conversion and marketing effectiveness.\n\nSpeaker\nStacy Dreher | Chief Growth Officer\, James Moore & Co. \nI began my journey in professional services sales and marketing in 2006 in the legal industry\, where I led a growth team at a boutique nationwide firm responsible for bringing in all new business. In 2014\, I transitioned into public accounting as a marketing manager and have since grown into multiple roles\, now serving as the Chief Growth Officer. In this role\, I oversee marketing\, business development\, and segment growth initiatives\, driving firm growth while ensuring that our strategies align with the firm’s long-term vision. \nMy approach to leadership focuses on turning challenges into opportunities—whether that’s enhancing our competitive position\, leveraging technology\, or refining sales and digital marketing strategies. By working closely with firm leadership\, I strive to ensure we not only meet but exceed our growth objectives by building a high-performing team\, driving strategic initiatives\, and adapting to the ever-changing landscape of the accounting industry.
URL:https://accountingmarketing.org/event/learning-lab-from-lead-to-client-mastering-lead-qualification-lifecycle-management/
CATEGORIES:Training,Virtual
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250814T130000
DTEND;TZID=America/Kentucky/Louisville:20250814T140000
DTSTAMP:20250721T144821Z
CREATED:20250721T144821Z
LAST-MODIFIED:20250721T144821Z
UID:9550-1755176400-1755180000@accountingmarketing.org
SUMMARY:AAM High! Webinar: Unlock Your Marketing Budget: Data-Driven Insights to Empower Accounting Marketers
DESCRIPTION:Are you looking to gain your leadership’s trust and secure more marketing dollars for growth? Join Austin McNair and Will Casserly for an engaging webinar\, presented in partnership with Hinge and the Association for Accounting Marketing. \nThis session dives into the results from the 2025-2026 AAM Marketing Budget Benchmark Study\, revealing a pivotal finding: High Growth accounting firms invest\, on average\, twice the percentage of revenue on marketing compared to all other firms. This powerful data from this report provides the evidence you need to transform your marketing from an expense to a strategic investment in the eyes of firm leadership. \nIn this webinar\, you’ll gain: \n\nEvidence for Investment: Learn how to leverage the study’s core finding – that high-growth firms spend significantly more on marketing – to advocate for increased budget.\nStrategic Spending Priorities: Discover where leading firms are allocating their marketing dollars\, including greater investment in regional/local initiatives\, conferences and client events\, video production\, and employer branding/recruitment.\nActionable Insights: Get practical guidance on how to present these key findings to your firm’s partners and c-suite\, demonstrating clear ROI and growth potential.\n\n \nWill Casserly | Hinge\, Managing Director \nWill Casserly is a Managing Director at Hinge\, specializing in helping accounting and financial services clients achieve their strategic\, brand visibility\, and growth objectives. He brings over 30 years of business development experience\, encompassing in-house marketing\, agency work\, communications\, media and public relations\, design and more. \nAustin McNair | Hinge\, Marketing Lead \nAustin McNair is the marketing lead at Hinge where he helps guide clients through the complexities of modern marketing. Central to Hinge’s research and content marketing strategy\, Austin is also the host of Hinge’s new podcast Spiraling Up.
URL:https://accountingmarketing.org/event/aam-high-webinar-unlock-your-marketing-budget-data-driven-insights-to-empower-accounting-marketers/
CATEGORIES:AAM High Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250820T140000
DTEND;TZID=America/Kentucky/Louisville:20250820T144500
DTSTAMP:20250807T183926Z
CREATED:20250110T162447Z
LAST-MODIFIED:20250807T183926Z
UID:8898-1755698400-1755701100@accountingmarketing.org
SUMMARY:Virtual Campfire: The Art of the Pivot: Responding to Hot Topics
DESCRIPTION:From monumental tax code changes to shifting regulatory priorities\, accounting firms are under increasing pressure to react quickly. In this month’s virtual campfire\, we’ll explore how marketing leaders can master the art of the pivot when the landscape suddenly shifts. Whether it’s new legislation\, emerging client concerns\, or headline-making news\, we’ll discuss how to stay relevant\, add value\, and lead with confidence. Join us for a practical\, peer-driven conversation on turning disruption into opportunity. \n\nAlyson Fieldman\, Stambaugh Ness\nKelsey Brewer\, McGuire Sponsel
URL:https://accountingmarketing.org/event/virtual-campfire-sales-and-marketing-outbound/
CATEGORIES:Virtual Campfire
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250827T130000
DTEND;TZID=America/Kentucky/Louisville:20250827T140000
DTSTAMP:20250723T161808Z
CREATED:20250723T153637Z
LAST-MODIFIED:20250723T161808Z
UID:9554-1756299600-1756303200@accountingmarketing.org
SUMMARY:AAM High! Webinar: From Ideation to Implementation: Starting a CX Program from the Ground Up
DESCRIPTION:Client Experience (CX) isn’t just a buzzword; it’s a powerful differentiator. A strong CX strategy drives client loyalty\, improves retention\, increases profitability\, and enhances competitive positioning. So\, when firm leadership starts talking about CX\, what comes next? \nJoin us for a practical\, action-focused session on how to launch a CX program at your firm. While there’s no one-size-fits-all model\, we’ll explore the core elements of effective CX frameworks through two real-world examples: PBMares\, where CX is led by the marketing team\, with insights from Julia Germeyer\, Director of Marketing\, and Herbein + Co.\,  where CX is a full-time role\, with insights from Ryen Salo\, CX Manager. \nOur speakers will share their firms’ approach to CX\, KPIs to track\, success stories\, lessons learned\, and things to think about as you navigate these conversations at your firm. Leave the webinar feeling energized and ready to tackle your own CX program! \nSpeakers \n \nJulia Germeyer| Director of Marketing\, PBMares\, LLP \nAfter brief stints in higher education and legal marketing\, Julia has spent most of her career in accounting marketing\, having worked both in-house and as a consultant. In 2023\, she joined PBMares\, a Top 100 firm headquartered in Newport News\, VA with locations across Virginia\, North Carolina\, and Maryland. In her current role\, Julia manages the firm’s digital marketing\, content strategy\, and client experience programs. \nJulia co-leads AAM’s CX Circle and volunteers on the Virtual Education Committee. She serves as President of the Board for the Professional Services Marketing Association (PSMA) of Western Pennsylvania\, an organization she has been part of since 2009. Julia is a past Summit speaker\, and in July 2024 spoke at CXFS\, a conference for CX in financial services. \nJulia recently relocated from Pittsburgh\, PA to coastal Virginia. Outside of work\, she enjoys spending time with her family\, exploring the outdoors\, and traveling. \nRyen Salo | CX Manager\, Herbein + Co.  \nRyen Salo is a seasoned client experience leader with over a decade of experience in the B2B SaaS industry. Currently serving as the Client Experience Manager at Herbein + Company\, Inc.\, she leverages her extensive background to enhance client relationships and drive growth in the accounting and advisory space. \nPrior to joining Herbein\, Ryen held the position of Director of Customer Success at ClearlyRated\, a leading CX platform for B2B and professional service firms. In this role\, she was instrumental in fostering environments where team members could thrive\, leading to improved client satisfaction. Her commitment to empathy\, proactive problem-solving\, and strategic insight has consistently resulted in high Net Promoter Scores and positive client feedback throughout her career. \nA graduate of George Fox University\, Ryen holds a bachelor’s degree in organizational leadership & management with a minor in project management. \nWhen she’s not working\, Ryen enjoys dinner parties with friends\, a good book\, and spending time with her husband and six year old son.
URL:https://accountingmarketing.org/event/aam-high-webinar-from-ideation-to-implementation-starting-a-cx-program-from-the-ground-up/
CATEGORIES:AAM High Webinar
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:20250904T110000
DTEND;TZID=America/Kentucky/Louisville:20250904T120000
DTSTAMP:20250808T153903Z
CREATED:20250808T153903Z
LAST-MODIFIED:20250808T153903Z
UID:9603-1756983600-1756987200@accountingmarketing.org
SUMMARY:AAM Panel Discussion: Growth with Intent: Shaping Your Firm’s Growth Culture Point of View
DESCRIPTION:Firms aren’t talking about if they intend to grow. It’s how they are going to grow.  One look at the headlines will tell you that no two firms are alike: from hiring growth officers\, to pursuing outside investment\, to changing go-to-market models. \nThe biggest question is this: does your firm have a distinct “growth culture point of view” that is your north star? For many firms\, this is an entirely new concept. For others\, they may have pieces of their point of view\, but not a cohesive approach. \nIf you’re in growth\, marketing\, or business development\, this is an initiative you’ll need to play a role in or lead your firm through. \nJoin this panel of growth leaders who are on this journey. They’ll share their insights on creating a growth culture point of view\, its impact on firm growth\, and how you can play a leadership role. \nThe conversation will include: \n\nDefining growth culture point of view and how it impacts a firm’s success\, especially right now\nKey elements necessary to create your point of view\nThe collaboration of marketing\, growth\, and business development functions in this work\nPractical steps for firms just beginning their journey\, plus strategies for experienced firms to continue evolving\n\nPanelists \nNikki Burgeson | Director of Sales & Business Development\, Rehmann \nNikki is a dynamic and results-driven leader with a passion for solving complex challenges and delivering measurable outcomes. Known for her tenacity\, accountability\, and energetic approach\, Nikki plays a pivotal role in driving Rehmann’s business development and growth strategies. In close partnership with the Chief Growth Officer\, she fosters a culture of innovation and success across the firm. \nOver the past decade at Rehmann\, Nikki has been instrumental in expanding the firm’s client base and strengthening relationships with existing clients—contributing to significant year-over-year growth. \nWith more than 20 years of experience in sales and business development\, Nikki brings strategic insight and practical solutions to meet the evolving needs of clients. Her leadership is a cornerstone of Rehmann’s commitment to client success and long-term value creation. \n  \nRob Lightman | Director of Business Development\, Withum \nRobert Lightman is a Principal and the Director of the Business Development team for Withum. For over three decades Rob has leveraged his network to work exclusively as a business development executive in accounting firms. Prior to joining Withum\, Rob worked in the Philadelphia office of PwC as a Business Development Executive in the Private Company Services practice. Prior to that\, he worked at Andersen\, LLP as a Technology Sales Consultant with AATTE (Arthur Andersen Tax Technology Enterprise). In addition to his sales consulting role\, Rob held other positions with Andersen such as a Technology Consultant with AATTE\, and as a Tax Accountant. \nRob\, as the leader of the Business Development (BD) Team\, plays a pivotal role. He collaborates with each team member to craft strategic approaches for acquiring new client relationships. Additionally\, Rob spearheads the outside sales efforts\, overseeing the sales process and establishing connections with both prospects and existing clients. His close collaboration with the firm’s partners and marketing professionals ensures the successful deployment of tactical programs. These programs empower the BD Team to engage targets effectively\, secure appointments\, and maintain ongoing communication. \nRob is a graduate of Fairleigh Dickinson University\, Madison\, NJ\, earning a bachelor’s degree in accounting. He was the Past Board President of the Philadelphia chapter of Financial Executives International (FEI). In addition to his board seats\, he is active at the Union League in Philadelphia\, the New Jersey and Philadelphia chapters of the Association for Corporate Growth (ACG)\, the Philadelphia Chamber of Commerce\, the Chamber of Commerce   Southern NJ\, and Greater Philadelphia Alliance for Capital & Technologies (PACT)\, and in his free time he loves playing golf and spending time with his wife and 5 daughters. \nAt his core\, he is a connector\, a resource and a trusted networker who freely uses his network to serve others and helping them succeed. People in his network ask him for help with accounting and consulting\, job opportunities and many other inquiries. \nAngel Morgan | Chief 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. \n  \nModerator \nAmy Franko\, Sales & Growth Strategist\, Amy Franko Associates \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. \n  \n\nAudience \nThis session is designed for firms of all sizes but will be especially relevant to small and mid-sized organizations. This is ideal for growth functions: \n\nGrowth leaders/officers\nMarketing leaders/officers\nBD practitioners\nMarketing practitioners
URL:https://accountingmarketing.org/event/aam-panel-discussion-growth-with-intent-shaping-your-firms-growth-culture-point-of-view/
CATEGORIES: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:20250909T113000
DTEND;TZID=America/Kentucky/Louisville:20250909T123000
DTSTAMP:20250113T192903Z
CREATED:20250113T192837Z
LAST-MODIFIED:20250113T192903Z
UID:8920-1757417400-1757421000@accountingmarketing.org
SUMMARY:New Member Welcome Call
DESCRIPTION:So you’ve joined the Association for Accounting Marketing… Now what? \nJoin us for an open discussion about what it means to be an AAM member at our New Member Welcome! \nThis call will provide an opportunity for you to: \n– Connect with other new members\n– Review member benefits\n– Learn about AAM Connect\, the online members only platform which offers a wealth of tools and information\n– Ask questions and have an open discussion \nWe look forward to connecting with you!
URL:https://accountingmarketing.org/event/new-member-welcome-sept-2025/
CATEGORIES:New Member Welcome Call
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250910T140000
DTEND;TZID=America/Kentucky/Louisville:20250910T150000
DTSTAMP:20250718T130645Z
CREATED:20250626T124845Z
LAST-MODIFIED:20250718T130645Z
UID:9510-1757512800-1757516400@accountingmarketing.org
SUMMARY:DEI Webinar: Inclusive Events\, Stronger Brands: Safeguarding Your Brand and Your Guests
DESCRIPTION:Every event you host is a reflection of your brand\, and every detail matters. In this engaging session packed with real-world stories\, Tracy Stuckrath will guide you through the critical considerations for making your firm’s events safer\, more inclusive\, and more aligned with your brand promise. \nFrom ADA compliance and allergy accommodations to event crisis prevention\, learn what your team needs to know (and do) to protect attendees\, avoid legal pitfalls\, and deliver on your firm’s commitment to diversity and belonging. You’ll leave with tangible takeaways to elevate both the attendee experience and your marketing impact. \nSpeaker\nTracy Stuckrath | Founder and Chief Connecting Officer\, thrive! meetings & events \nFounder and Chief Connecting Officer of thrive! meetings & events\, Tracy Stuckrath is an expert in inclusive food practices that align with DEI and ADA standards. She’s a sought-after speaker who educates organizations and professionals on how food and beverage choices can positively impact employee well-being\, reduce legal risks\, and enhance workplace culture. \nAs an award-winning event planner\, podcast host (Eating at a Meeting)\, international speaker\, author\, consultant\, and industry activist\, she’s passionate about inclusive F&B that satisfies everyone’s dietary needs and leaves no one hungry at the table. \nShe’s spoken to audiences on five continents\, interviewed more than 300 food & beverage experts for her podcast\, and written for Allergic Living\, HR.com Employee Benefits & Wellness\, Article Weekly\, Inside Business Journal\, Meetings Today\, Restaurant Informer\, Plan Your Meetings\, MeetingsNet\, and Convene. \nA graduate of NC State University\, Tracy spends her spare time taking her nieces and nephew on experience trips\, driving her MINI Cooper convertible with the top down\, traveling\, and talking to strangers.
URL:https://accountingmarketing.org/event/dei-webinar-inclusive-events-stronger-brands-safeguarding-your-brand-and-your-guests/
CATEGORIES:Virtual
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DTSTART;TZID=America/Kentucky/Louisville:20250911T130000
DTEND;TZID=America/Kentucky/Louisville:20250911T150000
DTSTAMP:20250815T133437Z
CREATED:20250618T170504Z
LAST-MODIFIED:20250815T133437Z
UID:9505-1757595600-1757602800@accountingmarketing.org
SUMMARY:Learning Lab: Designing a Website that Looks Good and Generates Quality Leads
DESCRIPTION:Course Overview: \nIn this session\, learn how Kernutt Stokes took their generic\, clunky\, and inconsistent website and transformed it into a more modern\, visually appealing site that drives qualified people to the site and gets them to contact the firm via contact forms\, email\, or phone. \nYou’ll learn what went into the planning\, design\, and development of the new site and what led to an increase of more than 50% visitors to the new site and an increase of more than 350% of contact conversions in the first 12 months. In addition\, you’ll walk away with tips for how to use a redesigned website to restructure your Google Ad and LinkedIn ad campaigns to drive better qualified traffic to your site. \nThe new Kernutt Stokes website not only brought in the highest percentage of new\, organic growth leads in its first 12 months\, it was also recognized with AAM’s Achievement in Marketing Award for Website (budget <$49\,999). \nWhat you will gain:\n\nIdentifying the “why” behind your website.\nKey factors to consider for planning\, designing\, and launching a website that looks good AND draws in the right visitors.\nLearn how to drive the right traffic to your website for quality leads and conversions using Google and LinkedIn.\n\nInstructor\n \nAmy Delaney | Director of Marketing & Business Development\, Kernutt Stokes \nI oversee and manage all of Kernutt Stokes’ marketing and business development strategies and plans\, as well as our annual KS Marketing Academy. I love what I do and find true enjoyment in helping my coworkers succeed so they can in turn help their clients be successful. I bring passion\, enthusiasm\, and a competitive spirit with me\, especially when it comes to brand strategy\, creating opportunities for the firm and its staff\, and all things marketing. \nPrior to being hired in 2020\, my firm did not have a dedicated marketing position. Since I began\, growth and revenue have significantly increased. During our 2023-2024 fiscal year\, 21% of new\, organic growth came from marketing led/supported initiatives; 33% in 2022-2023. I directed the development\, strategy\, and launch of our redesigned website in 2023. In 2024\, we received AAM’s Achievement in Marketing Award for Website (budget <$49\,999). \nI have over 20 years of experience in the professional services sector\, including more than 14 years for a commercial bank where I was the vice president and marketing director. I was previously licensed as a Certified Financial Marketing Professional (CFMP).
URL:https://accountingmarketing.org/event/learning-lab-designing-a-website-that-looks-good-and-generates-quality-leads/
CATEGORIES:Training,Virtual
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DTSTART;TZID=America/Kentucky/Louisville:20250917T140000
DTEND;TZID=America/Kentucky/Louisville:20250917T144500
DTSTAMP:20250827T134512Z
CREATED:20250110T163012Z
LAST-MODIFIED:20250827T134512Z
UID:8901-1758117600-1758120300@accountingmarketing.org
SUMMARY:Virtual Campfire: Strategic Expansion
DESCRIPTION:Ready to take your firm to the next level? Join our roundtable to explore the exciting opportunities of strategic expansion. We’ll dive into best practices for adding new service offerings and expanding into new geographies. Learn how to identify growth opportunities\, manage risks\, and implement successful expansion strategies. This interactive session is perfect for marketing leaders eager to drive their firm’s growth and share insights with peers. Don’t miss out on this chance to expand your horizons. \nSMEs \nSuzanne Reed | CMO | LBMC \nCurrently\, Suzanne Reed is CMO for LBMC\, the #1 professional services firm in TN.  A recognized marketing strategist and Chief Marketing Officer of the year finalist\, Suzanne has more than 30 years of experience in the professional and financial services industry. \nSuzanne’s an accomplished B2B/B2C Marketing Executive with experience at Fortune 500 companies and a proven record of success in identifying and developing business strategy opportunities\, driving growth and overall client engagement for multi-state\, multi-service operations. \nShe provides visionary marketing leadership that motivates teams to high-levels of performance that exceed financial targets. As a business leader with a proven track record of enhancing brand equity and revenue\, Suzanne champions growth by using an integrated approach to marketing and sales that produces profitable results while advocating for the client.   She has led digital transformations for national financial and professional organizations and is skilled at managing change throughout the full life cycle. She thrives in dynamic environments requiring a strong analytic\, quantitative\, and strategic operational focus. And is an adopter of using AI to make marketers stronger\, better and faster but never to replace a client centric strategy. \nShe has been an adjunct professor of Marketing at Vanderbilt University and Belmont University as well as serves as an advisory board member on the University of South Florida Digital Marketing Executive Certification Program. \nTara Davis | National Marketing Director | Sorren \nTara Davis is the National Marketing Director at Sorren. With more than 16 years of marketing experience\, including 11 years in the accounting industry\, Tara leads firmwide marketing strategy\, focusing on brand growth\, innovation\, and alignment with Sorren’s strategic goals. She drives both national and regional campaigns from concept to execution\, ensuring consistency across all digital platforms and marketing communications. Tara is passionate about storytelling\, strategic planning\, and fostering a collaborative\, high-performing team. She’s especially focused on developing talent\, building culture\, and enhancing the firm’s presence in key markets. As Sorren continues to grow\, Tara plays a critical role in elevating the brand and positioning the firm as a leader in the industry. \nBased in Idaho\, Tara is an explorer at heart. She enjoys discovering new places to camp with her family. She once backpacked through Europe\, where Switzerland remains a favorite destination. Tara and her husband\, Will\, have known each other since ninth grade and now share life with their two young daughters. \n\nAlyson Fieldman\, Stambaugh Ness\nKelsey Brewer\, McGuire Sponsel
URL:https://accountingmarketing.org/event/virtual-campfire-strategic-expansion/
CATEGORIES:Virtual Campfire
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DTSTART;TZID=America/Kentucky/Louisville:20250918T130000
DTEND;TZID=America/Kentucky/Louisville:20250918T140000
DTSTAMP:20250902T183146Z
CREATED:20250826T144641Z
LAST-MODIFIED:20250902T183146Z
UID:9627-1758200400-1758204000@accountingmarketing.org
SUMMARY:AAM High! Webinar: Rebrand Secrets: Lessons for Marketing Leaders from Award-Winning Rebrands
DESCRIPTION:Go beyond the glossy logos and brand guidelines. In this candid interview-style webinar\, marketing leaders Becca John’s (formerly of Rea) and Jeshanah Fox of Brown Plus pull back the curtain on their award-winning rebrands. Learn how they made the case for change\, navigated internal politics\, and turned bold branding decisions into firm-wide success stories. \nPresented and facilitated by the storied brand consultancy\, Resound\, this 60-minute webinar will help firms of all sizes as they navigate the decisions and processes needed to transform their brands for the modern era. \nWhether you’re considering a full rebrand or just looking to tweak your firm’s positioning\, messaging\, or look\, learn from the best. Come join the conversation! \nSpeakers\nMike Jones | Resound Creative \nMike is an award-winning brand consultancy owner\, author\, speaker\, and strategist\, helping accounting firms make their brands remarkable with authentic identity and storytelling. When he’s not doing all that jazz he’s building LEGO with his kids\, reading a history book\, or drinking a good cup of coffee…sometimes all three at the same time. \n  \nJeshanah Fox | Brown Plus \n\nJeshanah is the Marketing Director at Brown Plus. In her role\, she focuses on aligning the strategic vision of the Firm with marketing initiatives and being the custodian of the brand. She also oversees the Marketing Department at Brown Plus. Beyond her marketing responsibilities\, she is also a key part of the leadership team at the Firm\, assisting with the Firm’s strategic plan and culture initiatives\, as well as being a champion of increasing the Firm’s initiatives to drive change in the Firm.\n\n\n\n\nBecca Johns | Becca Johns Consulting (Formerly of Rea & Associates) \nBecca Johns is the owner of Becca Johns Consulting\, where she helps accounting & advisory firms navigate growth and marketing strategy with clarity and confidence. She formerly led the marketing & growth function at a top 100 advisory & accounting firm\, where she led firmwide marketing strategy initiatives. She most recently spearheaded a full rebrand and website launch\, guiding the process from internal buy-in through execution. She has been an AAM member and volunteer for 20 years\, including serving as President of the Board from 2020-2021 and is a member of AAM’s Hall of Fame.
URL:https://accountingmarketing.org/event/aam-high-webinar-rebrand-secrets-lessons-for-marketing-leaders-from-award-winning-rebrands/
CATEGORIES:AAM High Webinar
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DTSTART;TZID=America/Kentucky/Louisville:20250924T130000
DTEND;TZID=America/Kentucky/Louisville:20250924T150000
DTSTAMP:20250808T155422Z
CREATED:20250808T155422Z
LAST-MODIFIED:20250808T155422Z
UID:9605-1758718800-1758726000@accountingmarketing.org
SUMMARY:AAM Learning Lab: Advanced Canva Hacks I Wish I Knew Sooner
DESCRIPTION:Course Overview \nThis advanced Canva course is designed to help participants enhance their design skills and utilize Canva’s advanced features to create professional and eye-catching designs. The course includes hands-on activities and practical applications to ensure participants can apply what they’ve learned immediately. \nThis course is important for marketers because it equips them with the skills to create professional\, consistent\, and visually appealing content that builds trust and credibility. By mastering advanced Canva tools\, they can streamline design processes\, customize branded visuals\, and produce engaging content for websites\, reports\, social media\, and client communications. With the increasing importance of digital marketing\, especially in professional services like accounting\, this course helps marketers stand out in a competitive market while maintaining brand integrity across all platforms. \nWhat you will gain: \n\nUnique Designs: Create professional\, customized visuals that reflect your brand and stand out from templates.\nFaster Workflow: Learn time-saving tips to speed up your design process.\nBetter Content: Design mobile-optimized and engaging social media content with advanced tools.\n\nAudience \n\nAAM members and non-members\nExperience level: intermediate for firms of all sizes\nHands-on practical application\n\nParticipants must have a paid Canva account and know their account login to participate in this fast-paced\, interactive session. Prior knowledge of the software is a must. The basics will not be covered. Effective\, high-speed Internet is also required. \nSpeaker \nBecky Livingston | Owner/CEO\, Penheel Marketing \nWith 20+ years of accounting marketing experience\, Becky Livingston is a seasoned practitioner that embraces learning and knowledge sharing. As a veteran college professor\, her courses focus on interactivity\, idea sharing\, and learning in a fun environment. Additionally\, over the past 13 years\, she has written four accounting marketing-related books and presented at dozens conferences and webinars. She also writes a monthly marketing blog for CPA Practice Advisor\, plus a quarterly article for NJ CPA Magazine. In 2024\, she was recognized as a Top 25 Accounting Influencer by Ace Cloud Hosting. Becky is also a 13+ year active AAM member. You can follow Beck’s marketing agency\, Penheel Marketing\, on Facebook\, LinkedIn\, YouTube\, Instagram\, and Pinterest.
URL:https://accountingmarketing.org/event/aam-learning-lab-advanced-canva-hacks-i-wish-i-knew-sooner/
CATEGORIES:Training,Virtual
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DTSTART;TZID=America/Kentucky/Louisville:20251001T110000
DTEND;TZID=America/Kentucky/Louisville:20251001T120000
DTSTAMP:20250923T121425Z
CREATED:20250903T154817Z
LAST-MODIFIED:20250923T121425Z
UID:9667-1759316400-1759320000@accountingmarketing.org
SUMMARY:AAM High! Webinar: From Plan to Pipeline: How BD and Marketing Teams Build and Execute Growth Together
DESCRIPTION:Growth doesn’t happen by accident. It takes intention\, alignment\, and execution. In this practical\, one-hour session\, growth and marketing leaders will walk through what it really takes to build and carry out a firmwide growth strategy. Whether you’re in a dedicated BD or marketing role\, or juggling both\, you’ll gain real-world insight into how the two functions can work in sync to identify the right opportunities\, build relationships\, and drive results. You’ll walk away with clarity on who owns what\, where teams need to collaborate\, and how to turn strategy into impact.\n\nLearning Objectives: \n\nTurn firm growth goals into a clear\, actionable strategy with inputs from both marketing and business development.\nDefine shared roles and responsibilities that make collaboration smoother and execution more consistent.\nSee how joint planning\, from targeting to outreach to follow-up\, makes campaigns and other efforts more effective and easier to implement.\n\nSpeakers \nKristen Lollar | Chief Marketing Officer\, Whitley Penn \nFor more than 25 years\, Kristen Lollar has served as a communications and marketing professional in the Dallas-Fort Worth market. She is the Chief Marketing Officer for Whitley Penn\, a full-service public accounting and advisory firm. Kristen has been with the firm since 2012 and has played an integral role in overall growth and success. Kristen serves as an advisor for the firm’s NextGen Council\, a group of young leaders within the firm which strives to bring new ideas for advancement and efficiency to the firm and has been at the forefront of many firmwide achievements. In addition\, Kristen previously served on the firm’s Innovation Council and as a Growth Champion. \nKristen has developed a strong network through her involvement in the Association for Accounting Marketing (AAM). She is an active member in the organization’s Major Firms Growth group\, was an inaugural member of the AAM Diversity Equity & Inclusion Committee and obtained a certification in Business Development Fundamentals from AAM. Kristen is a member of the Advisory Board for the Boomer Consulting Marketing Circle and serves on the North America Marketing and Business Development Committee for HLB International. \nIn the community\, Kristen serves as Chair of the Executive Board of Directors for the Plano Chamber of Commerce and previously served as a mentor through the American Marketing Association’s DFW Mentor Program for young professionals. Kristen also serves on the Philanthropy Cabinet for Texas Health Resources Plano Hospital. \nKristen is a graduate of Texas Tech University where she earned a B.A. in Public Relations and a minor in Music. She is a member of the Texas Tech Alumni Association and previously served as a Dallas Chapter Board Member and former President of the Dallas Chapter. Kristen also serves on the National Advisory Board for the Texas Tech University College for Media and Communications (CoMC) and was recently recognized as an Outstanding Alumni from the CoMC. \n  \n \nDanielle Reynolds | Business Development Manager\, Whitley Penn \n\nDanielle Reynolds has been with Whitley Penn for nine years\, where she leads as the Business Development Manager. She focuses in identifying new opportunities and cultivating meaningful relationships that drive the firm’s growth. With a strategic mindset and a genuine approach to connection-building\, Danielle transforms prospects into enduring partnerships. Danielle’s strength in networking and expanding the firm’s reach reflects her dedication to driving meaningful\, long-term growth. \nDanielle is deeply committed to both personal and professional growth. She has supported the firm’s emerging leaders through internal training sessions and presentations. She also previously hosted Develop\, a podcast series where she led conversations on leadership\, career development\, and highlighted different service lines and offerings across the firm. Danielle is also highly active on LinkedIn\, where she shares insights and content related to business and professional development. She believes in the power of a strong personal brand and uses her platform to connect\, inform\, and inspire others in the business community. \nOutside of her role at Whitley Penn\, Danielle is involved in several community and professional organizations. She currently serves on the Junior Achievement of Dallas Board of Directors and has previously served on the board of Annie’s Place. She’s also engaged with Capital for Kids and is active with the Dallas Regional Chamber (DRC) through the Innovation Task Force and Education and Workforce Council. Danielle is a 2023 alum of the DRC Lead YP program\, a former member and Service Chair of the DRC Young Professionals Advisory Council. Danielle was also recognized as a People Newspapers 20 Under Forty honoree\, celebrating young professionals making an impact in both business and the community. She completed the Communities Foundation of Texas Emerging Leaders in Philanthropy program\, earned her Coaching Healthy Behaviors certificate from The Cooper Institute\, and received the Blue Zones Project Power 9 Ambassador of Excellence in Worksites award. \nDanielle received her BA in Public Relations and Health and Exercise Science and MS in Health Promotion from the University of Oklahoma.
URL:https://accountingmarketing.org/event/aam-high-webinar-from-plan-to-pipeline-building-and-executing-a-firmwide-growth-strategy/
CATEGORIES:AAM High Webinar
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