Events
Events
AAM Business Development Roundtable: Unlocking Growth: Building an Effective Cross-Selling Strategy
Cross-selling remains one of the most powerful strategies for driving growth—but many firms struggle to execute it effectively. In this interactive roundtable, Tim Keith, CEO & Founder of Propense.ai, and Clinton Gary, CEO of CREDO Consulting LLC will share practical insights on building a successful cross-selling program within your organization. Together, they’ll explore: The core benefits…
AAM High! Webinar: Bridging the Gap: Integrating Sales and Marketing for Accounting Firm Success
In today’s competitive landscape, the synergy between sales and marketing is crucial for driving growth and client satisfaction in accounting firms. Join us for an insightful webinar where Rehmann’s business development and marketing leaders share strategies and best practices for seamlessly integrating sales and marketing efforts. Participants will learn: Best practices for communication The importance…
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: Building Firm Advocates at Every Level
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…
AAM Member Appreciation Week: The Ultimate Virtual Murder Mystery
Join us to celebrate AAM Member Appreciation Week! Step into the immersive world of “Mayfield Manor” and team up with fellow AAM members to crack the case! Analyze maps and letters, crack codes, and determine the truth behind the 4 suspects' alibis. Guided by a Chief Detective, you'll solve the crime and compete to be…
Business Development Roundtable: Redefining Growth – How BD and Marketing Leaders Drive Results Through Coaching
Outline: Reframing coaching: a strategic growth capability, not a soft skill The coaching mindset: Coaching vs. managing vs. mentoring Designing a scalable internal coaching model The role of firm leaders From Insight to Impact: Turning coaching into measurable growth Learning objectives: Define coaching’s role in driving growth Distinguish coaching from managing or mentoring Identify key…
AAM DEI Webinar: Navigating the Internal and External Challenges of DEI Communications
The Diversity, Equity, and Inclusion (DEI) communications landscape has undergone a significant transformation over the past year. Previously considered a standard component of corporate social responsibility, DEI communications have become a politically charged issue. Increasing government regulations, legal challenges, and public scrutiny have transformed DEI communications into a high-risk endeavor. Consequently, accounting marketers are struggling…
Virtual Campfire: Key Takeaways from AAM Summit
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…
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: Podcasting for Leads
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…
Learning Lab: From Lead to Client: Mastering Lead Qualification & Lifecycle Management
Course Overview: This training program provides a step-by-step approach to qualifying Sales Qualified Leads (SQLs)—those who proactively reach out via phone or submit a “Contact Us” form. By focusing on high-intent inquiries, participants will learn best practices for qualifying, identifying, tracking, and nurturing leads using a balanced mix of technology and personal interaction. The course emphasizes…
AAM High! Webinar: Unlock Your Marketing Budget: Data-Driven Insights to Empower Accounting Marketers
Are you looking to gain your leadership's trust and secure more marketing dollars for growth? Join Austin McNair and Will Casserly for an engaging webinar, presented in partnership with Hinge and the Association for Accounting Marketing. This session dives into the results from the 2025-2026 AAM Marketing Budget Benchmark Study, revealing a pivotal finding: High…