Training
Events
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…
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…
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…