Training
Events
AAM DEI Webinar: Navigating the Internal and External Challenges of DEI Communications
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…
Learning Lab: From Lead to Client: Mastering Lead Qualification & Lifecycle Management
Course Overview: This 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. The course emphasizes…
Learning Lab: Designing a Website that Looks Good and Generates Quality Leads
Course Overview: In 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. You’ll learn what went into the planning, design, and…
AAM Learning Lab: Advanced Canva Hacks I Wish I Knew Sooner
Course Overview This 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. This course is important for marketers because it equips them with the…
Learning Lab: Creating Better Videos: Video Production for Any Skill Level
Course Overview Take your video skills to the next level. We’ll start with a quick refresher on the essentials - framing, lighting, and audio - before diving into practical ways to elevate your content from writing your script to using beginner-friendly editing tools like Canva and advanced editing tools like Adobe Premiere Pro. Through live…
Learning Lab: Strategic Client & Prospect Development: The Key to Growth
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…
Digital Deep Dive
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. This immersive two-day experience explores the strategies, technologies, and practices shaping the modern firm. Dive into digital marketing, AI advancements, operational excellence, leadership development,…
Learning Lab: Building a Branded Fleet: Custom Agents for Marketing Teams
This hands-on session shows marketing pros how to build branded, reliable, AI-powered helpers that function as digital coworkers. By the end, participants understand what custom agents can do, how to create them, which traps to avoid, and how to work with IT to roll them out firmwide. The capstone: building four practical agents that support…
Learning Lab: Building Your BD Plan: A Framework for Marketing & BD Professionals at Accounting Firms
Program Description Most marketing and BD professionals at CPA firms are handed a growth goal without a real plan for hitting it. The work ends up reactive: chasing whatever comes up, responding to partner requests, and hoping the pipeline fills itself. This session gives you a better way. Neil Barrow and John Atkinson will walk…
Learning Lab: Building Marketing Agents with Microsoft Copilot Studio
In this hands-on workshop, participants will learn how to use Microsoft Copilot Studio to build AI-powered marketing agents that support content creation, lead generation, campaign planning, and client engagement. Rather than focusing on theory, participants will design, build, test, and improve a working marketing agent to solve a real-world challenge faced by accounting-firm marketers. Whether…
Learning Lab: Empowering Future Firm Leaders Through Marketing & Business Development Training
Program Description What if every staff member at your firm thought like a marketer? For most marketers, that’s the dream. But the reality is that business development often feels out of reach for accountants. Kernutt Stokes bridged this gap with the KS Marketing Academy, a firmwide program that equips professionals at every level with the…
Learning Lab: Unlock Your HubSpot Potential
Transform your firm's HubSpot account from a generic CRM into a powerful, industry-specific automation engine that actually works for accounting firms. This hands-on workshop solves three critical challenges—HubSpot doesn't work for accounting firms out-of-the-box, teams struggle to maximize HubSpot with limited paid licenses, and firms need automated workflows that fit their industry-specific processes—by guiding participants…