Training
Events
Learning Lab: Mastering Prompt Engineering in M365
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…
AAM Member Appreciation Week: The Ultimate Virtual Murder Mystery
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…
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…
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…
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…
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…
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…
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,…
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…
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…
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…
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…