Events
Events
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…
Roundtable: Charming Is an Expensive Mistake: What Accounting Firms Need to Get Right When Hiring Sales Professionals
Hiring a sales professional can be one of the most consequential growth decisions an accounting firm makes. A candidate can interview exceptionally well and still be the wrong fit for the role, market, or firm. When that happens, the cost goes well beyond salary. It can mean lost time, stalled opportunities, internal frustration, and delayed…
Learning Lab: Unlock Your HubSpot Potential
Transform your firm's HubSpot account from a generic CRM into a powerful, industry-specific automation engine that actually works for accounting firms. This hands-on workshop solves three critical challenges—HubSpot doesn't work for accounting firms out-of-the-box, teams struggle to maximize HubSpot with limited paid licenses, and firms need automated workflows that fit their industry-specific processes—by guiding participants…
AAM High! Webinar: Techniques for Marketing Authenticity: Being Human!
As techniques for marketing dive more deeply into digital channels and automation, the messaging must remain emotionally engaging and uniquely human. This webinar will explore what marketing authenticity means by addressing brand voice, behaviors and anti-behaviors in our communications channels and how to navigate slop. This is the webinar for bridging between AI efficiency and…
Roundtable: The Seller-Doer Shift: Building Business on Purpose
Most partners got to partner by doing great client work. Then the firm expects them to bring in new business too, and few were ever taught how. In this panel, partners and BD leaders talk about how they actually do it: finding the time, setting expectations, coaching, accountability, and how client service and BD people…
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…
Webinar: How Lutz Built a Top 20 Brand From the Inside Out
Lutz is a mid-sized firm that consistently ranks in the top 20 of the Remarkabrand Index. That didn’t happen by accident. Join Mike Jones and Sam Pagel of Resound for a conversation with Merrick Aurora, Chief Marketing Officer at Lutz, about how her firm got there. We’ll open Lutz’s Index scorecard and look at what…