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Events

  • Learning Lab: Change Leadership

    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…

    AAM High! Webinar: Creating a Culture of Business Development – What Actually Works

    Join Adam Klein (Chief Growth Officer, Bennet Thrasher), Mark Burnette (Chief Growth Officer, LBMC) and David Toth (Chief Growth Officer, Winding River Consulting) in a discussion around practical strategies for fostering a business development culture that drives results within the firm. This webinar explores proven techniques, actionable insights, and real-world examples to help organizations build…

    Virtual Campfire: Strategic Planning

    Join us to discuss how different firms use strategic plans at the firmwide, practice, and industry levels. Explore strategic planning as a framework for goal setting, and explore the many ways that we as marketers can harness its power for action towards growth and other business objectives. SME Alice Lerman, Lerman Strategies Facilitators Alyson Fieldman, RockIt…

  • 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 hands-on experience with various M365 Copilots, including Biz Chat Copilot, PowerPoint, Excel, and SharePoint and Word. Agenda: Introduction to Prompt Engineering in M365 (15 minutes)…

  • New Member Welcome Call

    So you've joined the Association for Accounting Marketing... Now what? Join us for an open discussion about what it means to be an AAM member at our New Member Welcome! This call will provide an opportunity for you to: - Connect with other new members - Review member benefits - Learn about AAM Connect, the online…

    Virtual Campfire: Project Management

    Join in the discussion on Project Management where we’ll explore effective tools for oversight and communication, structuring teams for optimal performance, and ensuring projects align with strategic goals. Share your challenges and discuss how to enhance coordination and efficiency in your marketing operations. This roundtable is an excellent opportunity to refine your project management approach…

    2025 AAM Summit

    Join us for Summit, an in-person immersive experience designed to energize and empower you and your firm. May 12-14, 2025 in Phoenix, AZ (Pre-conference activity available on Sunday, May 11) Discover fresh perspectives on industry trends, tackle new challenges, and uncover opportunities in a dynamic, collaborative environment. Surrounded by peers who understand your struggles, you'll share…

    AAM High! Webinar: Trends in Private Equity Transactions and Implications for Accountants

    Andy Jones of PrivateEquityInfo.com and Dan Mahoney of TruSight will provide data-driven insights on recent trends in private equity transactions.  The discussion will center around trends in transaction volume for private equity acquisitions and exits, shifts in deal sizes over time, the balance between platform and add-on investments, changes in portfolio company holding periods, how private equity…

  • Virtual Campfire: Branding

    Join us for our upcoming roundtable discussion where we'll dive into the art of branding in the accounting industry. Discover innovative strategies to differentiate your firm, build a compelling brand identity, and connect more deeply with your target audience. Don't miss this opportunity to exchange ideas with fellow marketing leaders and gain insights that can…

    AAM High! Webinar: How CPA Firms Really Make Money and Grow

    Ever wonder what makes a CPA firm tick — and how you can use that knowledge to make a bigger impact as a marketer? Join our lively panel of accounting leaders as we pull back the curtain on how firms make money, from the traditional metrics like utilization and realization to the new, tech-driven approaches…

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The Association for Accounting Marketing (AAM) is an association of accounting firm professionals who impact a firm’s growth and sustainability. Members include marketers, business developers, CPAs, firm administrators and businesses that serve the accounting industry. Through industry-leading networking, educational resources and thought leadership, AAM elevates the stature of practice growth, focusing on growing people and, hence, the accounting practices that employ them.