Virtual Campfire

Join us for an engaging and interactive conversation on career development tailored specifically for accounting marketing and BD professionals. Whether you're just starting out or are a seasoned expert, this session is designed to provide valuable insights and practical advice for all career levels and specialties. Learn from industry veterans, connect with peers, share experiences,…

Ready to turn your colleagues into your biggest advocates? Join our next roundtable to explore innovative strategies for fostering internal engagement and building firm-wide support for your marketing and business development initiatives. Discover how to inspire and empower your team to champion your efforts, creating a culture of collaboration and enthusiasm. This interactive session is…

Join us to unpack the key takeaways from this year’s annual Summit. This discussion will revolve around lessons learned, the strategic goals we set for the conference, and most importantly, how we can implement these innovative ideas within our firms. It’s an opportunity to share experiences, discuss our collective learning, and explore actionable steps to…

Discover how podcasting can become a powerful tool for generating leads in the accounting industry. In our next roundtable, we'll explore the best practices for creating engaging content, building a loyal audience, and converting listeners into clients. This session is perfect for marketing professionals looking to leverage the growing popularity of podcasts to drive business…

From monumental tax code changes to shifting regulatory priorities, accounting firms are under increasing pressure to react quickly. In this month’s virtual campfire, we’ll explore how marketing leaders can master the art of the pivot when the landscape suddenly shifts. Whether it’s new legislation, emerging client concerns, or headline-making news, we’ll discuss how to stay…

Ready to take your firm to the next level? Join our roundtable to explore the exciting opportunities of strategic expansion. We'll dive into best practices for adding new service offerings and expanding into new geographies. Learn how to identify growth opportunities, manage risks, and implement successful expansion strategies. This interactive session is perfect for marketing…

Ready to turn client feedback into your secret weapon? Join our lively roundtable where we'll uncover the art of gathering, analyzing, and acting on client insights. Learn how to transform feedback into actionable strategies that drive client satisfaction and business growth. This session promises to be dynamic and interactive, perfect for marketing pros eager to…

Aging partnership models and shifting talent expectations have made smooth leadership transitions more critical than ever. In this session, we’ll explore how marketers can support succession planning by shaping narratives, managing internal communications, and helping firms navigate the human side of change. Join us to discuss real examples, smart do’s/don’ts, and the role marketing can…

Employee experience isn’t just an HR initiative anymore—it’s a firmwide differentiator. We’ll dig into how marketing can amplify culture, reinforce values, and strengthen internal communication in ways that directly impact retention. Expect practical strategies for partnering with HR, activating brand from the inside out, and creating moments that matter throughout the employee lifecycle. SME Kayla…

Content expectations have exploded, but most accounting marketing teams are still asked to do more with the same (or fewer) resources. This conversation explores how to build a sustainable content engine—from smart repurposing and SME enablement to workflow tools and AI. You’ll leave with ideas to take your content from reactive to strategic while keeping…

From niche campaigns to smarter data usage, marketers are being asked to generate more opportunities without adding headcount. In this campfire, we’ll crowdsource practical approaches that scale—automation, evergreen campaigns, partnerships, outbound strategies, and BD alignment that truly works. Bring your best ideas and biggest hurdles for a high-energy conversation on consistent, predictable pipeline generation. What…

Marketing operations is the backbone of modern accounting marketing—but most firms are still catching up. This session focuses on elevating your tech stack, data, and reporting to drive smarter decision-making and better outcomes. We’ll trade tips, tools, and lessons learned so you can build an ops engine that supports both efficiency and innovation. What is…