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DTSTART;TZID=America/Kentucky/Louisville:20261022T130000
DTEND;TZID=America/Kentucky/Louisville:20261022T143000
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CREATED:20260819T125506Z
LAST-MODIFIED:20260915T212040Z
UID:11177-1792674000-1792679400@accountingmarketing.org
SUMMARY:Learning Lab: Unlock Your HubSpot Potential
DESCRIPTION: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 through real-time implementation of customized solutions they can take directly back to their firms. \nLearning Outcomes: \n\nActivate automated workflows linking pipelines to trigger-based communications.\nEfficiently manage contacts and leads with processes designed for limited paid license scenarios.\nUtilize custom record views\, objects\, and user permissions.\nLeverage AI features to enhance effectiveness.\n\n  \nSpeaker \nAnna Clyburn\, Digital Marketing Specialist\, Brown Edwards \nAs the Digital Marketing Specialist at Brown Edwards since 2021\, Anna leverages her 16 years of marketing experience to drive the firm’s digital transformation. Anna serves as the firm’s HubSpot champion with 9 years of platform expertise\, developing custom workflows and leading internal training initiatives. Her role encompasses managing digital advertising campaigns\, supporting business development efforts\, and overseeing special projects\, including their annual client satisfaction survey\, cross-selling initiatives\, ICP development\, and process creation. Anna specializes in seamlessly integrating digital strategies across all communications while managing Brown Edwards’ website\, digital presence\, and comprehensive campaign planning that enhances the firm’s market position.
URL:https://accountingmarketing.org/event/learning-lab-unlock-your-hubspot-potential/
CATEGORIES:Training
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260922T130000
DTEND;TZID=America/Kentucky/Louisville:20260922T143000
DTSTAMP:20260915T212358Z
CREATED:20260730T123842Z
LAST-MODIFIED:20260915T212358Z
UID:11121-1790082000-1790087400@accountingmarketing.org
SUMMARY:Learning Lab: Empowering Future Firm Leaders Through Marketing & Business Development Training
DESCRIPTION:Program Description\nWhat 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 skills\, confidence\, and accountability to actively engage in marketing and business development. \nIn just three years\, the KS Marketing Academy has evolved into a proven system with classes on networking\, LinkedIn\, client experience\, personal branding\, and more\, all backed by a scoring matrix that ties activities directly to staff evaluations. The results are compelling: more than 75% of staff engaged in at least one activity in 2025/26\, logging over 500 activities that advanced both their careers and the firm’s growth. \nThis hands-on workshop goes beyond “here’s what we did” to deliver step-by-step guidance you can apply immediately\, including: \n• How to structure a marketing & BD training program staff will actually use. \n• How to integrate AI to streamline content creation and execution. \n• How to measure\, monitor\, and reward participation so efforts stick. \nWhen the session is over\, you’ll have a practical roadmap for turning marketing and sales into a shared responsibility and a measurable growth driver across your firm. Class participants will also receive copies of three full class presentations from the 2025 KS Marketing Academy classes. \nTarget audience: Intermediate: Hands-on and Practical Application. Beneficial to attendees who do both marketing and business development. \nGood for firms of all sizes. \n  \nSpeaker \n\nAmy Delaney \nAmy is the director of marketing & business development at Kernutt Stokes\, a top-ranked CPA firm in Oregon. With 20 years of professional services marketing experience\, she leads her firm’s marketing\, brand\, and business development strategies. Since joining in 2020\, she has transformed KS’s marketing into innovative\, measurable\, and creative programs. Known for blending big-picture strategy with hands-on execution\, she is also committed to building a strong internal culture through our KS Marketing Academy and KS Keystones programs. She is active in AAM’s “Department of One” Circle and BDO Alliance’s Marketing Roundtable\, and has spoken at events across the country\, including AAM Summit\, BDO Alliance USA Evolve\, the ABA Bank Marketing Conference\, and the University of Oregon. \nAmy created the KS Marketing Academy in 2022 to equip her firm’s staff with strategies and skills to succeed in marketing and business development. The program empowers staff to grow their careers while directly advancing firm goals. The program provides a tangible way of monitoring\, measuring\, and evaluating staff involvement. Over 75% of staff – from associates to managers – participated in 2025/2026\, with more than 500 activities recorded. \nWhen she is not working\, Amy she is with her dog Finnegan\, spending time with her family and friends\, cheering on the Oregon Ducks\, watching sports\, traveling\, gardening\, cooking\, or wine tasting.
URL:https://accountingmarketing.org/event/learning-lab-empowering-future-firm-leaders-through-marketing-business-development-training/
CATEGORIES:Training
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260820T130000
DTEND;TZID=America/Kentucky/Louisville:20260820T150000
DTSTAMP:20260629T190016Z
CREATED:20260629T190016Z
LAST-MODIFIED:20260629T190016Z
UID:11025-1787230800-1787238000@accountingmarketing.org
SUMMARY:Learning Lab: Building Marketing Agents with Microsoft Copilot Studio
DESCRIPTION: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. \nWhether you’re new to Copilot Studio or already experimenting with AI tools\, you’ll leave with practical skills\, a functioning agent prototype\, and a framework for identifying future automation opportunities within your marketing processes. \n  \nLearning Objectives \nBy the end of this session\, participants will be able to: \n\nIdentify marketing activities that are good candidates for AI agents and automation.\nDesign and build a functional marketing agent using Microsoft Copilot Studio.\nConnect knowledge sources\, prompts\, and workflows to support marketing and business development activities.\nTest\, evaluate\, and improve agent performance using real-world marketing scenarios.\nDevelop a plan for implementing AI agents within their firm’s marketing operations.\n\n  \nRequired \nYou must have licenses and permissions for the following tools to participate in this course. \n\nMicrosoft 365 account.\nAccess to Microsoft Copilot Studio.\nPermission to create agents.\nAccess to a Power Platform environment.\nAccess to Power Automate.\nAccess to OneDrive or SharePoint for uploading documents.\n\n  \nThree Key Takeaways \n\nBuild a Digital Marketing Team Member: Learn how to create an AI-powered agent that can support content development\, campaign planning\, lead qualification\, and other marketing activities.\nTurn Knowledge into Action: Discover how to use service pages\, buyer personas\, industry expertise\, and firm resources to create agents that provide relevant\, consistent responses.\nLeave with a Working Prototype: Walk away with a functional marketing agent and a roadmap for applying Copilot Studio to your firm’s marketing strategy.\n\n  \nPre-Workshop \n\nComplete the Agent Idea Worksheet.\nDownload the sample documents provided post-registration.\nWatch this 10-minute Overview to familiarize yourself with the interface. https://learn.microsoft.com/en-us/microsoft-copilot-studio/fundamentals-what-is-copilot-studio\nPlease confirm you can:\n\n\nLog in to Microsoft 365.\nAccess Copilot Studio.\nCreate a new agent.\nAccess Power Automate.\nUpload a document.\nAccess a Power Platform environment.\n\n  \nProvided Documents \nThe instructor will provide the following documents prior to the course. Please download them and have them available during the class. \nSample Buyer Persona \n\nConstruction Owner.\nManaging Partner.\nSolo CPA.\n\nSample Service Page \n\nAdvisory Services.\nCAS Services.\nTax Planning.\n\nSample Content Brief: Used for the content assistant activity.\nAgent Planning Worksheet: Participants complete during the design phase. \nPost Session Resources \n\n“25 Marketing Agents for Accounting Firms” idea book.\nPrompt library.\n30-day implementation challenge.\nROI calculator worksheet.\nAgent governance checklist.\nMarketing workflow templates.\nTraining Video Resources (YouTube and Microsoft)\n\n  \nSpeaker \nBecky Livingston | Owner/CEO\, Penheel Marketing\n \nBecky Livingston\, founder of Penheel Marketing\, is a leading professional in integrating AI-driven solutions for accounting firms and small businesses. A recognized educator\, she leads the AI Certificate Program at Westchester Community College and serves as an adjunct professor. Becky demystifies complex technology through her blog and committee work with the AAM\, focusing on ethical automation and SEO. When not shaping future-focused business strategies\, this innovator and consultant is a devoted dog lover. \nLearn more: https://Penheel.com.
URL:https://accountingmarketing.org/event/learning-lab-building-marketing-agents-with-microsoft-copilot-studio/
CATEGORIES:Training
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260722T130000
DTEND;TZID=America/Kentucky/Louisville:20260722T143000
DTSTAMP:20260623T185510Z
CREATED:20260623T185510Z
LAST-MODIFIED:20260623T185510Z
UID:11001-1784725200-1784730600@accountingmarketing.org
SUMMARY:Learning Lab: Building Your BD Plan: A Framework for Marketing & BD Professionals at Accounting Firms
DESCRIPTION:Program Description\nMost 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. \nThis session gives you a better way. Neil Barrow and John Atkinson will walk through a practical\, repeatable framework for building a business development plan that fits a small or mid-sized accounting firm. You will learn how to get clear on your role and your firm’s growth priorities\, sharpen the way you talk about what your firm does\, figure out who you should actually be spending time with\, and turn all of it into a plan you can run week after week. \nThis is built for the people who do the work\, not for theory. You will leave with a structure you can put to use right away and the accountability tools to keep it going. \n  \nLearning Objectives\nAfter this session\, attendees will be able to: \n\nClarify their BD role and focus\, including where to spend time across new client acquisition\, cross-serving\, and brand building.\nBuild messaging that connects with real client problems and makes their firm’s differentiators clear.\nDefine an Ideal Client Profile and use it to prioritize targets\, referral partners\, and the right events and networks.\nCreate a repeatable BD plan that covers setting meetings\, running pursuits\, following through\, and qualifying needs.\nUse simple accountability tools like a Good Week Scorecard and a meeting rhythm to stay consistent and track what is working.\n\n  \nSpeakers \nJohn Atkinson | Founder & Managing Partner\, GrowthLogik \nJohn Atkinson is a recognized business development leader and coach with 30+ years of experience helping professional services firms drive sustained\, profitable growth. As the Founder of GrowthLogik\, he partners with CPA and advisory firms of all sizes to design practical growth systems\, build business development capabilities\, and coach professionals at every level. John has held senior leadership roles where he consistently led double-digit growth and built BD programs still in use today. Prior to launching GrowthLogik in 2024\, he started and sold 4 litigation support firms\, spent 11 years as VP of Business Development at Forvis Mazars and later served as Head of Revenue Growth at Fahrenheit Advisors\, where he launched and led the firm’s Sales Advisory Practice. \n  \nNeil Barrow | Founder + Chief BD Officer\, EnabledBD \nNeil started his career in software sales\, but (fortunately) got talked into public accounting\, where he led BD and origination efforts at two different firms for over eight years. Since then\, Neil has worked with over 40 firms to build or enhance their BD functions—proving that BD is not a soft skill. It’s a practical framework\, and when done right\, it develops people and drives results. Beyond Enabled BD\, Neil runs a monthly newsletter for professionals looking to get more BD tactics\, a podcast titled ‘I Hope This Email Finds You Well’ where he interviews BD professionals and leaders sharing strategies and tactics that work for them\, and also runs Underground BD\, an online community for BD professionals looking for clarity\, upskilling\, and support.
URL:https://accountingmarketing.org/event/learning-lab-building-your-bd-plan-a-framework-for-marketing-bd-professionals-at-accounting-firms/
CATEGORIES:Training
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260428T140000
DTEND;TZID=America/Kentucky/Louisville:20260428T160000
DTSTAMP:20260324T150838Z
CREATED:20260324T145411Z
LAST-MODIFIED:20260324T150838Z
UID:10734-1777384800-1777392000@accountingmarketing.org
SUMMARY:Learning Lab: Building a Branded Fleet: Custom Agents for Marketing Teams
DESCRIPTION: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 daily marketing tasks. \nObjectives: \n\nLearn how custom bots\, agents\, and GPTs support brand consistency\, content creation\, SEO\, and storytelling.\nGain practical guidance on tools\, inputs\, and IT collaboration.\nComplete four bot-build demonstrations and hands-on steps.\n\nAbout the Speaker \n \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.\n  \n 
URL:https://accountingmarketing.org/event/learning-lab-building-a-branded-fleet-custom-agents-for-marketing-teams/
CATEGORIES:Training,Virtual
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260312T103000
DTEND;TZID=America/Kentucky/Louisville:20260313T120000
DTSTAMP:20260209T214247Z
CREATED:20260209T214247Z
LAST-MODIFIED:20260209T214247Z
UID:10210-1773311400-1773403200@accountingmarketing.org
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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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260311T140000
DTEND;TZID=America/Kentucky/Louisville:20260311T153000
DTSTAMP:20260219T195336Z
CREATED:20260120T205337Z
LAST-MODIFIED:20260219T195336Z
UID:10099-1773237600-1773243000@accountingmarketing.org
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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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20251023T130000
DTEND;TZID=America/Kentucky/Louisville:20251023T143000
DTSTAMP:20251014T194129Z
CREATED:20250902T184224Z
LAST-MODIFIED:20251014T194129Z
UID:9664-1761224400-1761229800@accountingmarketing.org
SUMMARY:Learning Lab: Creating Better Videos: Video Production for Any Skill Level
DESCRIPTION:Course Overview \nTake 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. \nThrough live editing demonstrations\, you’ll see how to transform raw footage into polished stories that resonate with your audience. We’ll also share Blue & Co.’s proven best practices for editing efficiently\, maintaining brand consistency\, and optimizing video for multiple platforms. \nMost importantly\, you’ll discover how video can strengthen your marketing strategy\, resulting in boosted engagement\, improved SEO\, and a stronger connection with your audience. \nWhat you will gain:\n\nGain confidence using beginner and advanced editing tools to create polished\, professional-quality videos.\nLearn best practices for editing efficiently\, maintaining brand consistency\, and preparing content for multiple platforms.\nUnderstand how to leverage video strategically to increase engagement and improve SEO performance.\n\nSpeakers \nSam Crist \nSam Crist is fueled by a passion for problem-solving\, creative storytelling\, and the strategic impact of marketing. With expertise in multi-channel campaigns\, digital innovation\, and team leadership\, she has guided organizations through growth\, change\, and new opportunities. Her experience spans leading marketing efforts during mergers\, developing content that drives revenue\, and implementing technology solutions – all with a balance of vision and hands-on execution to achieve measurable results. In addition\, Sam contributes thought leadership to the profession as a regular content publisher through AAM’s Minute Committee. \n  \nRyan McClain \nRyan McClain is the Video Marketing Manager at Blue & Co.\, LLC\, where he brings more than five years of video marketing and television experience to the firm. His work has earned recognition both inside and outside the profession – he is a five-time Emmy nominee and one-time winner\, and in his first year at Blue\, he received an AAM Marketing Achievement Award in the Video/Media category. \nA graduate of Ball State University’s School of Media\, Ryan has built his career around the power of visual storytelling. He is a strong advocate for incorporating video and audio into every facet of marketing to connect more effectively with audiences.
URL:https://accountingmarketing.org/event/learning-lab-creating-better-videos-video-production-for-any-skill-level/
CATEGORIES:Training
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END:VEVENT
BEGIN:VEVENT
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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END:VEVENT
BEGIN:VEVENT
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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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: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: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
ATTACH;FMTTYPE=image/png:https://accountingmarketing.org/wp-content/uploads/2025/05/AAM-2025-Member-Appreciation-1800x1800_v4-scaled.png
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20241204T130000
DTEND;TZID=America/Kentucky/Louisville:20241204T143000
DTSTAMP:20241111T143800Z
CREATED:20241111T143800Z
LAST-MODIFIED:20241111T143800Z
UID:8534-1733317200-1733322600@accountingmarketing.org
SUMMARY:Learning Lab: Mastering Prompt Engineering in M365
DESCRIPTION:Join us for an engaging and interactive session where you’ll learn the essentials of prompt engineering within Microsoft 365. This event is designed to provide you with practical knowledge and hands-on experience with various M365 Copilots\, including Biz Chat Copilot\, PowerPoint\, Excel\, and SharePoint and Word. \nAgenda: \n\nIntroduction to Prompt Engineering in M365 (15 minutes)\n\nOverview of prompt engineering and its significance in M365.\nIntroduction to Biz Chat Copilot and how to effectively prompt it.\n\n\nBiz Chat Copilot: How to Prompt (20 minutes)\n\nDetailed explanation of how to create effective prompts.\nShowcasing examples of successful prompts and their outcomes.\n\n\nExploring PowerPoint\, Excel\, and SharePoint Copilots (20 minutes)\n\nDemonstrating the capabilities of PowerPoint\, Excel\, Word and SharePoint Copilots\nTips and tricks for leveraging these tools to enhance productivity.\n\n\nHands-On Experience Task (15-20 minutes)\n\nParticipants will be given a task to complete using the discussed Copilots.\nThe task will involve creating prompts and utilizing the Copilots to achieve specific goals.\n\n\nDiscussion and Q&A (15 minutes)\n\nParticipants will share their experiences and outcomes from the hands-on task.\nOpen floor for questions and further discussion on prompt engineering and Copilots.\n\n\n\nBy the end of this session\, participants will have a solid understanding of prompt engineering in M365 and practical experience with Biz Chat\, PowerPoint\, Excel\, and SharePoint Copilots. They will be equipped with the skills to create effective prompts and utilize these tools to enhance their productivity. \nSpeakers\n\n \nMeeta Chaudhari | Microsoft 365 Copilot GBB \nMeeta Chaudhari is a seasoned professional with over 15 years of experience in consulting\, value-driven sales\, and business transformation. Her strength lies in collaborating with clients to determine the appropriate strategies for selecting and deploying technologies based on their requirements. Meeta excels in driving complex and strategic deals\, influencing new Modern Work strategic opportunities by engaging with key business and technical contacts\, understanding customers’ business and technology priorities\, governance\, decision\, and budget processes\, and landing the value proposition of the Microsoft 365 platform\, including Copilot for Microsoft 365 and other Teams workloads. \nMeeta is passionate about building customer trust with technical expertise in employee experience solutions\, communications and productivity platforms\, and AI solutions. She acts as a subject matter expert for Modern Work workloads\, navigating complex deal orchestration\, and sharing proven practices with field sellers through readiness and coaching to accelerate sales opportunities and engage confidently at the CxO level. \nIn past\, Meeta has led sales and delivery of multi-year engagements\, identifying and meeting the needs of Business Decision Makers (BDMs) across various industries\, including utilities\, financial services\, and pharmaceuticals. Her expertise lies in designing\, implementing\, and providing value-driven transformative solutions through portfolio\, program\, and project management capabilities. \nwww.linkedin.com/in/manmeet-chaudhari-9475127 \nThomas Napolitano | Microsoft 365 Copilot GBB \nWith over 25 years of technical solutions consulting experience\, Thomas Napolitano is a Microsoft 365 Copilot GBB at Microsoft\, where he helps large enterprise customers leverage the power and simplicity of Microsoft Copilot\, Teams Premium\, and Microsoft Teams Room Systems\, including Surface Devices. Thomas is MS-700 certified and has a strong background in AI solutions\, networking\, and cloud computing. \nIn his current role\, Thomas focuses on making technology better and easier for customers through the use of AI\, enabling them to collaborate\, communicate\, and create more effectively and efficiently. \nThomas’s expertise in AI is demonstrated through his work with Microsoft Copilot\, an AI-powered tool that enhances productivity and collaboration. His goal is to provide the best customer experience and satisfaction with Microsoft’s innovative and cutting-edge products and services. \nMy LinkedIn profile:  Thomas Napolitano | LinkedIn
URL:https://accountingmarketing.org/event/learning-lab-mastering-prompt-engineering-in-m365/
CATEGORIES:Training,Virtual
ATTACH;FMTTYPE=image/png:https://accountingmarketing.org/wp-content/uploads/2023/08/TRAININGS-Icon_72dpi-2.png
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20241113T130000
DTEND;TZID=America/Kentucky/Louisville:20241113T150000
DTSTAMP:20241009T133003Z
CREATED:20241009T133003Z
LAST-MODIFIED:20241009T133003Z
UID:8423-1731502800-1731510000@accountingmarketing.org
SUMMARY:Learning Lab: Change Leadership
DESCRIPTION:The increasing rate and complexity of change in the accounting profession – and our world – continues to drive the need for us to provide critical leadership as we navigate change in our firms. During this 2-hour session\, we will explore proven change leadership tools and tactics that can help participants lead through change more effectively\, no matter what role they currently hold in their firms. Specific content includes a brief overview of proven frameworks such as Kotter’s 8 Accelerators for Leading Change and Bridges’ Managing Transitions which provide critical insights for direct application to your role. \n\nParticipants will be asked to bring a specific change that they are currently leading or playing a key role in gaining support/adoption or one they are preparing to lead and/or expect to play a key role in building support/adoption. \nOutcomes of the session include: \n\nBetter understanding of the dynamics of change\, and how to create buy-in and momentum around change that you are leading or supporting.\nIdentifying change leadership actions that you can take to help your firm move forward during times of change no matter what role you hold.\nTactics for helping others transition during times of change.\nTools and strategies for effective communication to build awareness and activation around your change initiative.\nTips for building the right team to lead a change effort.\nHow to be a more effective leader in the change process.\nUnderstanding the importance of “wins” in building and maintaining energy and morale.\nInitial work on a checklist/action plan that you can act upon right away and continue to refine and enhance over time for this change you’re focused on and use as a tool for future change leadership efforts.\n\nPlease note\, this session will NOT be recorded. \n\nSpeaker \nKevin Waits\,  \nKevin Waits is a talented and engaging facilitator who works effectively with audiences at all levels. He has facilitated online and in person classes\, workshops\, and meetings in a variety of settings globally and consistently receives positive feedback about his unique ability to connect with participants. His clients include corporations\, NGOs\, and other consulting firms who leverage his knowledge and expertise. Kevin has done extensive work in the field of Change Leadership\, both in direct consulting with clients and\nfacilitating educational programs. Additionally\, Kevin has performed a significant amount of work coaching individuals and teams and is certified on and has extensive experience in applying several psychometric assessments including: The Herrmann Brain Dominance Instrument (HBDI)\, The Birkman Method\, The Hogan Suite\, Myers-Briggs Type Indicator (MBTI)\, and DISC. \nPrior to becoming an independent consultant\, Kevin had a successful 30-year career in Human Resources/Talent Management\, most recently serving as the Sr. Director of Talent and Organizational Development at Cox Automotive in Atlanta. He also holds notable credentials\, including an MS from Georgia State University in Industrial Relations\, a BS in Management Science from Georgia Tech\, which included a minor in Industrial/Organizational Psychology\, Senior Professional in Human Resources (SPHR)\nfrom the Human Resources Certification Institute\, and Certified Managerial Coach designation from the Coles College of Business at Kennesaw State University.
URL:https://accountingmarketing.org/event/learning-lab-change-leadership/
CATEGORIES:Training,Virtual
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20241029T130000
DTEND;TZID=America/Kentucky/Louisville:20241029T143000
DTSTAMP:20241004T125754Z
CREATED:20241004T125754Z
LAST-MODIFIED:20241004T125754Z
UID:8411-1730206800-1730212200@accountingmarketing.org
SUMMARY:Learning Lab: AI Made Practical
DESCRIPTION:AI can make you faster\, better\, stronger — and we aren’t talking about generating emails with ChatGPT. There is a world in which AI-fueled technology can be put to highly practical use to generate exponentially powerful outcomes for your marketing department. This session will unpack the ‘how\,’ providing real-world illustrations in tools and systems you can use immediately to catalyze growth.\n\nLearning objectives:\n\n\nGet familiar with the latest greatest terms and types of AI you need to know about\nUnderstand how AI can support both strategic and creative work\nGain exposure to the best\, most affordable AI-powered tools for marketers\nSee AI in action\, supporting the functions your team already does and understand how you can begin incorporating it more thoughtfully into your marketing and growth efforts\n\n\nSpeaker \nJoy Youell \n \nJoy Youell is a content and communication strategist. She functioned as lead content advisor for an early large language model (LLM). She has worked on numerous artificial intelligence (AI) projects and technologies for the past several years\, with a focus on business use cases like opportunity development\, marketing\, and operations.\n\nJoy is a lead consultant for Winding River Consulting\, a firm that supports digital\, growth\, and practice management for accounting firms. She is also the owner of multiple companies\, including Winsome Marketing\, a full-service digital marketing and content agency; Winsome Marketing\, a full-service marketing agency; Hire a Writer\, a copywriting agency and writer training organization; the Academy of Continuing Education\, a marketer training community with courses; Baby Got Backlink\, an SEO backlink agency; and leader of Sync\, a communications coaching team.
URL:https://accountingmarketing.org/event/learning-lab-ai-made-practical/
CATEGORIES:Training,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:20231116T130000
DTEND;TZID=America/Kentucky/Louisville:20231116T143000
DTSTAMP:20231018T203609Z
CREATED:20231018T200916Z
LAST-MODIFIED:20231018T203609Z
UID:6913-1700139600-1700145000@accountingmarketing.org
SUMMARY:AAM AI Policy Workshop: Creating an AI Policy for Accounting Firms
DESCRIPTION:Your firm must have a solid\, comprehensive policy for using artificial intelligence technologies. Join this session for informative\, engaging guidance on all of the areas your AI policy should address\, followed immediately by a 30-minute hands-on working session through an AI policy worksheet. Walk away with clear next steps for how to work with your leaders and an appointed team to create a concise\, enforceable AI policy for your firm. \nPart 1: Information Presentation and Group Activities \nIntroduction and Welcome \n\nWorkshop objectives and agenda\nImportance of AI policy creation for accounting firms\n\nAI Policy Creation \n\nOverview of what AI policy entails and its significance in accounting firms\nKey components of an AI policy: objectives\, guiding principles\, use cases\, ethical considerations\, risk management\, vendor evaluation\, etc.\n\nGroup Activity 1: SWOT Analysis \n\nGroup discussion evaluating AI against a firm’s current state: strengths\, weaknesses\, opportunities\, and threats\n\nGuiding Principles\, Risk Analysis\, Technology\, Roles\, and Use Case Prioritization \n\nHow they relate to devising\, and then enforcing AI policies\n\nGroup Activity 2: Use Case Prioritization \n\nList of potential AI use cases in accounting\nVote on your top priority use cases individually\nDiscuss and compare to identify common priorities\n\nPart 2: Active AI Policy Creation Module \nIntroduction to AI Policy Development \n\nCreating an AI policy tailored to your firm’s context\nOutline key components of the policy\n\nFacilitated Group Discussion and Brainstorming \n\nBrainstorm key components of your AI policy\nDiscuss objectives\, guiding principles\, use cases\, risk mitigation strategies\, ethical considerations\, vendor selection criteria\, etc.\n\nGuided Template Filling \n\nFill in the template with key policy components\n\nClosing and Next Steps \n\nSummarize the active policy creation module\nRefining the policy\, seeking legal input\, and obtaining leadership approval\nThree personal immediate next steps\n\nInstructor \nJoy Youell \n \nJoy Youell is a content strategist and SEO expert with 15 years of experience in organic search research and development. Joy has led content and SEO strategies for global companies\, including Indeed and American Express. Her work has regularly been featured in Forbes\, Entrepreneur\, SUCCESS magazine\, and more. She owns Hire a Writer\, a copywriting agency\, and provides SEO strategy and consulting services to accounting firms through Winding River Consulting.
URL:https://accountingmarketing.org/event/aam-ai-policy-workshop/
CATEGORIES:Training
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20231011T130000
DTEND;TZID=America/Kentucky/Louisville:20231011T160000
DTSTAMP:20230822T205504Z
CREATED:20230822T205055Z
LAST-MODIFIED:20230822T205504Z
UID:6639-1697029200-1697040000@accountingmarketing.org
SUMMARY:Post-Emerge Workshop: Getting Started with AI for Accounting Marketing
DESCRIPTION:This hands-on workshop will delve into the possibilities presented by ChatGPT and other AI tools for accounting marketing. You’ll gain a solid foundation in understanding AI’s capabilities\, how they work\, and how they can be leveraged within your firm. This workshop includes guided\, practical exercises and the ability to obtain immediate feedback from our subject matter experts. By the end of the workshop you’ll be able to build your own personal learning plan to continue on your AI journey and position you as a champion of AI within your firm.
URL:https://accountingmarketing.org/event/post-emerge-workshop-getting-started-with-ai-for-accounting-marketing/
CATEGORIES:Training,Virtual
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20230915T110000
DTEND;TZID=America/Kentucky/Louisville:20230915T123000
DTSTAMP:20230821T131254Z
CREATED:20230814T155742Z
LAST-MODIFIED:20230821T131254Z
UID:6552-1694775600-1694781000@accountingmarketing.org
SUMMARY:AAM Learning Lab: Do MORE with Google Analytics 4
DESCRIPTION:Google Analytics 4 is here to stay – if all you’ve done is import default UA settings\, you need this workshop. We will uncover the new features and functionalities\, give you resources for customizing GA4\, and ensure you walk away armed to make the most out of this high-value\, data-rich platform. \nIntroduction \n\nIntroduce objectives and agenda.\nUsing Google Analytics 4 for accounting firms to gain insights into website traffic and user behavior.\n\nWhy Google Analytics 4? \n\nKey features and benefits of Google Analytics 4 compared to previous versions.\nAdapting to the new analytics paradigm to better understand user journeys and interactions.\n\nKey Metrics and Reports \n\nEssential metrics and reports in Google Analytics 4 that are relevant for accounting firms.\nHow metrics provide insights into user engagement\, content performance\, and more.\n\nSetting Up Google Analytics 4 \n\nSetting up a Google Analytics 4 property for an accounting firm’s website.\nProper configuration to ensure accurate data collection.\n\nHands-on Exercises \n\nExercise 1: Account Setup\nExercise 2: Event Tracking\nExercise 3: User Behavior Analysis\n\nWorkshop Summary and Q&A \n  \nSpeakers \nDavid Toth \n \nDavid M. Toth is a principal at Winding River Consulting. In his role as Chief Growth Officer\, he guides the accounting profession’s ‘Top 400’ firms in designing and implementing highly-effective\, strategic-growth frameworks that encompass M&A\, digital\, and internal organic growth. \nDavid facilitates Winding River Consulting’s (WRC) marque program\, MPB | Leadership Accelerated (formerly\, Managing Partner Bootcamp)\, helping firms address the increasingly critical communication gap and gain alignment between leadership\, marketing\, and business development. He created WRC’s Digital Deep Dive Summit\, an annual two-day seminar dedicated to the advancement of digital strategy through a peer-to-peer driven program. \nDavid prioritizes building meaningful relationships recognizing that\, while each business and industry is unique\, the foundation to success is always the same: know your customer. \n  \nJoy Youll \nJoy Youell is a content strategist and SEO expert with 15 years of experience in organic search research and development. Joy has led content and SEO strategies for global companies\, including Indeed and American Express. Her work has regularly been featured in Forbes\, Entrepreneur\, SUCCESS magazine\, and more. She owns Hire a Writer\, a copywriting agency\, and provides SEO strategy and consulting services to accounting firms through Winding River Consulting.
URL:https://accountingmarketing.org/event/aam-learning-lab-do-more-with-google-analytics-4/
CATEGORIES:Training,Virtual
ATTACH;FMTTYPE=image/png:https://accountingmarketing.org/wp-content/uploads/2023/08/TRAININGS-Icon_72dpi-2.png
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