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SUMMARY:Learning Lab: Strategic Client & Prospect Development: The Key to Growth
DESCRIPTION:Deepening relationships and understanding with both your clients and your prospects is the most critical applied skill for growth. Yet\, in daily practice\, this vital discipline is too often postponed\, haphazard\, or relegated to a secondary priority. The absence of visible urgency\, immediate client needs\, or clear account objectives leads professionals to confuse general account nurturing with true strategic account development. Most don’t realize that they are allowing their opportunity for stronger client and prospect relationships\, increased value\, and more consistent growth to slip. \nIn this session we’ll explain what strategic account development really is and how it fits into the process of growth. More important\, we’ll provide you with recommendations and tools to equip you to embed disciplined strategic account development within your firm\, helping you to more effectively expand clients work and acquire new clients from your strategic prospect accounts. \nWhat you will gain: \n\nA clear path for gaining\, building\, and evolving client relationships through the process of growth\, including how account development fits within the core flow of activities.\nA simple process you can adopt to begin to embed disciplined strategic account development within your business development and client expansion efforts.\nA review of four tools that you can incorporate into your strategic account development efforts. Many insights from these tools can also support your other growth efforts.\nRecommendations for starting the process of building the discipline of strategic account development within your firm. (Note: This process will take some time.)\n\nAbout the Speaker \n \nWade Clark is an author\, speaker\, consultant and coach on vision\, strategy\, growth\, and business development. His passion is helping businesses and individuals to discover and unlock their full potential to make a meaningful and lasting impact in the world. Wade brings over 35 years’ career and industry experience\, including 24 years as an executive leader within or consulting to top U.S. professional services firms and associations. Through Dream Parrot Consulting\, he helps firms to enhance their corporate vision and strategic plan\, lead cultural change\, develop and elevate teams\, and improve business development and sales performance. Wade is author of Meaningful Success in Business and Simplifying Complex Sales and a sought-out speaker and facilitator. Prioritizing his faith\, family\, and friends; Wade is an avid musician; and enjoys travel\, fitness\, cooking\, and the visual and performing arts. Visit wadeclarkauthor.com to learn more.
URL:https://accountingmarketing.org/event/learning-lab-help-your-teams-to-develop-accounts-strategically/
CATEGORIES:Training
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SUMMARY:Digital Deep Dive
DESCRIPTION:Winding River Consulting’s Digital Deep Dive Summit returns for its 5-year anniversary! Bringing together forward-thinking accounting firm leaders who are committed to evolving their culture to support growth and digital transformation. \nThis immersive two-day experience explores the strategies\, technologies\, and practices shaping the modern firm. Dive into digital marketing\, AI advancements\, operational excellence\, leadership development\, and client experience innovation. \nAttendees gain access to actional frameworks\, peer insights\, networking opportunities\, and expert guidance to accelerate firm growth and confidently navigate industry change. \nEvent Highlights: \nDeep Dive Sessions: Explore the intricate dynamics of digital growth through in-depth discussions on strategy and implementation. Learn from industry leaders who are at the forefront of the accounting industry when it comes to digital growth and the AI revolution. \nPeer-to-Peer Networking and Collaboration: Connect with like-minded professionals\, exchange ideas\, and build meaningful relationships that can drive collaboration and future success. \nDigital Demand Mastery: Gain practical knowledge and actionable takeaways to fuel your digital demand efforts. This summit is tailored for firms serious about staying ahead in the rapidly evolving digital landscape and embracing the latest tools and strategies to drive impact and support firm growth. \n  \nWhy Attend? \nAt the Digital Deep Dive Summit\, attendees don’t just hear about trends… They learn how to operationalize them in a community format where some have failed\, and others have succeeded. Every session\, workshop\, and networking opportunity is designed with intention. DDD provides clarity where leaders need it most and direction where the industry is evolving the fastest. \n  \nAAM Benefits \nWe are proud partners of the Digital Deep Dive Summit. AAM Members receive 15% off the price of admission. See your AAM membership account for more details. \n  \nWhere \nLoews Chicago O’Hare Hotel \n5300 N River Rd\, Rosemont\, IL 60018 \n  \nWhen \nMarch 12\, 2026 \n10:30 AM – 7:00 PM CT \nMarch 13\, 2026 \n7:00 AM – 12:00 PM CT
URL:https://accountingmarketing.org/event/digital-deep-dive/
CATEGORIES:Training
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