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DTSTART;TZID=America/Kentucky/Louisville:20250611T130000
DTEND;TZID=America/Kentucky/Louisville:20250611T140000
DTSTAMP:20250521T174812Z
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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
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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
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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
ATTACH;FMTTYPE=image/png:https://accountingmarketing.org/wp-content/uploads/2023/08/TRAININGS-Icon_72dpi-1-1.png
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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
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: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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