Training
Events
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…