Events
Events
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…
AAM High! Webinar: The CX Advantage: How Client Experience Powers Performance and Profitability
Client experience is no longer a soft skill. It is a measurable business driver. This session explores how firms that intentionally design and deliver exceptional client experiences achieve stronger client retention, deeper relationships, increased revenue, and greater profitability. Participants will learn the key components of a successful CX strategy, discover how to connect client experience…
Celebrating Our Members: Wins, Challenges & Lessons Learned
September 16, 2026 at 1:00 - 1:45 pm Eastern Time (US & Canada) Join us during Member Appreciation Week for a candid conversation about the wins, challenges and lessons shaping accounting growth professionals in 2026. AAM’s 2026 Business Developer of the Year and Hall of Fame Inductee will share perspectives from their own careers and…
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 of reach for accountants. Kernutt Stokes bridged this gap with the KS Marketing Academy, a firmwide program that equips professionals at every level with the…
Virtual Campfire: The Marketing Ops Makeover
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…
Webinar: Elevating the Client Experience by Enhancing Executive Functioning Skillsets
Executive functioning (EF) is a term gaining traction across education, organizational strategy, and leadership conversations, and for good reason. In this session, we’ll explore why executive functioning matters in public accounting specifically, and how marketers can use this lens to improve communication, timing, and effectiveness across the client experience. We’ll examine how human behavior intersects…