Events
Events
Roundtable on Accounting Marketing and Sales Compensation
Discuss compensation trends with your colleagues! Now that the 2026 AAM Biennial Compensation Report is out, you can meet with the analysts to ask questions and share insights from your own career and firm experience. Dawn Wagenaar, Principal and Brand Strategist at Ingenuity Marketing Group, and Christine Nelson, Communications Consultant who analyzed and reported survey…
AAM High! Webinar: From Skeptics to Activators: How Accounting Marketers Can Help Partners Change BD Behavior
Many accounting firms know they need broader participation in business development, but getting partners to change is hard. They are busy, autonomous, skeptical, and often uncomfortable with anything that sounds like “sales.” Drawing on DCM Insights’ Activator research, this webinar will show what today’s strongest business developers do differently — and what marketing and BD…
Webinar: The Legal Reality of DEI: What Accounting Firms Need to Know Now
As headlines swirl and political pressure intensifies, many accounting firms are left wondering what diversity, equity, and inclusion really mean from a legal perspective and what’s still safe, smart, and compliant to pursue. In this session, employment attorney Aislinn Sroczynski of Royer Cooper Cohen Braunfeld cuts through the noise to explain what has actually changed…
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: Fueling Growth: Pipeline Strategies That Scale
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…
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 up, responding to partner requests, and hoping the pipeline fills itself. This session gives you a better way. Neil Barrow and John Atkinson will walk…
AAM High! Webinar: The Expert Engagement Playbook: How to Guide Your Firm’s SMEs to Exceptional Visibility
Building visibility for your firm is a major challenge, and your experts are key to accelerating it. Yet, engaging them often feels like an uphill battle against the billable hour. The truth is, your experts are not avoiding marketing; they're simply waiting for a guide. Join Austin McNair, Head of Marketing at Hinge, and Jory…
AAM High! Webinar: M&A Marketing Integration: Lessons from Both Sides of the Deal
A merger announcement looks effortless from the outside. New logo, polished press release, a confident "better together" message. What the market never sees is everything happening behind it: two client lists that don't match, proposals mid-flight under the old name, a marketing team learning about the deal days before the world does. Clients and referral…
Town Hall Rebrand Q&A
As AAM evolves into the Association for Accounting Growth (AAG), we know you may have questions about what this transition means for you and our community. Join us for a live Town Hall Q&A to hear directly from Association leadership, gain insight into the rebrand journey, and ask the questions that matter most to you.…
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 than focusing on theory, participants will design, build, test, and improve a working marketing agent to solve a real-world challenge faced by accounting-firm marketers. Whether…
AAM High! Webinar: The Beige Wall of Accounting Sales – A Conversation about Standing Out
Too often, accounting firms sound and look exactly alike. The same messaging. The same proposals. The same follow-up emails. In a profession where everyone is trying to build trust, blending in can make it difficult to earn attention, win opportunities, and create lasting client relationships. The strongest business development professionals take a different approach. They…
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…