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DTSTART;TZID=America/Kentucky/Louisville:20231114T113000
DTEND;TZID=America/Kentucky/Louisville:20231114T123000
DTSTAMP:20230110T190349Z
CREATED:20230110T190349Z
LAST-MODIFIED:20230110T190349Z
UID:5689-1699961400-1699965000@accountingmarketing.org
SUMMARY:New Member Welcome Call
DESCRIPTION:So you’ve joined the Association for Accounting Marketing… Now what? \nJoin us for an open discussion about what it means to be an AAM member at our New Member Welcome! \nThis call will provide an opportunity for you to: \n– Connect with other new members\n– Review member benefits\n– Learn about AAM Connect\, the online members only platform which offers a wealth of tools and information\n– Ask questions and have an open discussion \nHosted by the Member Growth Committee. \nWe look forward to connecting with you!
URL:https://accountingmarketing.org/event/new-member-welcome-call-9/
CATEGORIES:New Member Welcome Call
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/New-Member-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20231107T130000
DTEND;TZID=America/Kentucky/Louisville:20231107T134500
DTSTAMP:20231023T154613Z
CREATED:20231023T154613Z
LAST-MODIFIED:20231023T154613Z
UID:6934-1699362000-1699364700@accountingmarketing.org
SUMMARY:AAM High! Webinar: Marketing Metrics That Matter
DESCRIPTION:Today we have more data than we ever did before. However\, not all data is created equal. Do you know what data firm leaders actually care about? And how does that data differ from what you as a marketer look at? While you might look at email open rates and engagement numbers to enhance your efforts\, many partners don’t understand this data nor do they truly care about it if it doesn’t tie into a strategic firm goal.  You have to understand what matters to your firm and be able to share KPIs that highlight marketing’s contributions to the firm. This session will look at: \n\nMetrics marketing should consider\nMetrics partners likely care about\nHow a KPI dashboard can help others visualize the story you want to tell\n\nSpeaker \nKatie Tolin founded CPA Growth Guides after a decades-long in-house marketing career working with local\, regional and national professional services firms. She has developed highly successful programs notable for innovation\, data-driven marketing strategies and measurable success in moving firms forward. Today she works as a consultant or an outsourced chief growth officer helping firms connect the dots between strategy and action to ensure they receive a positive ROI in the areas of marketing\, business development\, product management/innovation and client experience. \nThroughout her career\, Katie has been named Accounting Marketer of the Year\, one of the Top 100 Most Influential People in Public Accounting and one of the Most Powerful Women in Accounting. She was also inducted into the Accounting Marketing Hall of Fame\, is a former president of the Association for Accounting Marketing and is a contributing author to “Bull’s-Eye! The Ultimate How-To Marketing & Sales Guide for CPAs.” In addition\, she runs mastermind groups focused on firm growth through her other company\, Rally Rounds\, and teaches business development leadership through Power Up Professionals.
URL:https://accountingmarketing.org/event/aam-high-webinar-marketing-metrics-that-matter/
CATEGORIES:AAM High Webinar,Virtual
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20231018T140000
DTEND;TZID=America/Kentucky/Louisville:20231018T144500
DTSTAMP:20231005T164658Z
CREATED:20230606T200113Z
LAST-MODIFIED:20231005T164658Z
UID:6325-1697637600-1697640300@accountingmarketing.org
SUMMARY:Virtual Campfire: Marketing Data- What are you Capturing and How are you Using It?
DESCRIPTION:Discover key insights on leveraging data-driven strategies\, measuring campaign effectiveness\, and optimizing marketing ROI. We’ll consider questions like: How can we harness data to better understand client preferences and behaviors? What metrics should we track to evaluate marketing performance? How can we ensure data privacy and security in our marketing efforts? Don’t miss this opportunity to gain valuable perspectives and share best practices in utilizing marketing data effectively. \nSME \nDanny Estrada \n \nDanny Estrada is the Vice President of Consulting at Rare Karma. Throughout his career Danny has been a CRM evangelist and expert at leveraging technology platforms to create business value.  He has been a Senior Director at KPMG\, thought leader for Salesforce and Microsoft\, and published in an industry whitepaper by the Harvard Business Review. He is a long-time member of AAM and former Business Development Committee Chair. He also holds an Executive MBA from the W.P. Carey School of Business at Arizona State University. \n  \nFacilitators \nRaissa Evans \nRaissa joined Weaver as head of digital and lead gen in 2020\, a full-service national CPA and advisory firm. She began her early career in the technology industry\, then spent 12 years as head of marketing at PKF Texas\, a firm recognized as a market-leader by its peers due to many industry firsts\, winning more than 120 awards along the way. She founded her consultancy Running Reload LLC in 2015 where she works with clients on social optimization and Guided Marketing. \nAs a pioneer of digital strategy for professional services for more than 20 years\, Raissa’s led digital transformations in marketing technology\, web and content strategy and lead generation customer journeys. She speaks regularly on growth strategy\, marketing operations\, digital performance and the like. \nShe hosts AAM’s monthly Virtual Campfire video conference and was AAM Marketer of the Year 2011\, was named “One to Watch” by Accounting Today’s Top 100 Most Influential in Accounting\, is Past President of Houston’s Interactive Marketing Association\, and founder of non-profit Celtic Valor\, which awards scholarships to veterans.
URL:https://accountingmarketing.org/event/virtual-campfire-marketing-data-what-are-you-capturing-and-how-are-you-using-it/
CATEGORIES:Virtual Campfire
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20231011T130000
DTEND;TZID=America/Kentucky/Louisville:20231011T160000
DTSTAMP:20230822T205504Z
CREATED:20230822T205055Z
LAST-MODIFIED:20230822T205504Z
UID:6639-1697029200-1697040000@accountingmarketing.org
SUMMARY:Post-Emerge Workshop: Getting Started with AI for Accounting Marketing
DESCRIPTION:This hands-on workshop will delve into the possibilities presented by ChatGPT and other AI tools for accounting marketing. You’ll gain a solid foundation in understanding AI’s capabilities\, how they work\, and how they can be leveraged within your firm. This workshop includes guided\, practical exercises and the ability to obtain immediate feedback from our subject matter experts. By the end of the workshop you’ll be able to build your own personal learning plan to continue on your AI journey and position you as a champion of AI within your firm.
URL:https://accountingmarketing.org/event/post-emerge-workshop-getting-started-with-ai-for-accounting-marketing/
CATEGORIES:Training,Virtual
ATTACH;FMTTYPE=image/png:https://accountingmarketing.org/wp-content/uploads/2023/08/TRAININGS-Icon_72dpi-2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20231004T110000
DTEND;TZID=America/Kentucky/Louisville:20231004T163000
DTSTAMP:20230714T152844Z
CREATED:20230714T152844Z
LAST-MODIFIED:20230714T152844Z
UID:6464-1696417200-1696437000@accountingmarketing.org
SUMMARY:Emerge 2023
DESCRIPTION:What is Emerge?\nEmerge is marketing and business development reimagined. How we lead teams\, speak to and engage with clients\, manage brands\, and help propel business growth forward has been redefined. It’s not the rules that have changed\, it’s the whole game. Emerge is AAM’s one-day virtual conference designed to inspire\, transform\, and elevate with the information needed today. \nWhy Attend?\nEmerge 2023 sessions will delve into the exciting realm of Intelligent Technologies and their impact on the future. With AI taking center stage in conversations worldwide\, it’s evident that this trend is here to stay. To ensure survival\, accounting firms need to undergo a transformative journey. Are you ready to embrace your crucial role within the future-ready firm? Join us on October 4 and emerge with new ideas. \nOur host for the day\, Ace Callwood\, along with our speakers\, will be presenting live from the Emerge studio in the suburbs of Chicago. They’ll share practical information while also providing moments of delight and surprise. This is not your typical virtual event! \n  \nNew for 2023! Hands-on Online Workshop\nGetting Started with AI for Accounting Marketing \nWednesday\, October 11 \n1:00-4:00pm \nYou’ll gain insight into how AI-powered applications\, like ChatGPT\, work and will leave with practical knowledge to integrate this and other AI tools into your marketing strategies. This workshop includes guided\, practical exercises and the ability to obtain immediate feedback from our subject matter experts. \nDiscounted pricing available to attend both Emerge and the workshop.
URL:https://accountingmarketing.org/event/emerge-2023/
CATEGORIES:Emerge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20230920T140000
DTEND;TZID=America/Kentucky/Louisville:20230920T144500
DTSTAMP:20230717T131152Z
CREATED:20230606T195922Z
LAST-MODIFIED:20230717T131152Z
UID:6323-1695218400-1695221100@accountingmarketing.org
SUMMARY:Virtual Campfire: What's New and Old in CRM?
DESCRIPTION:From gaining buy-in to implement a CRM system\, to synthesizing the business intelligence we all hope comes out of one – CRM sytems dominate our time and headspace. Let’s talk everything CRM. We know you have a lot to say about this topic\, so we expect this to be a jam-packed session! \nSME \nTimothy Keith \nTimothy Keith\, CEO & Co-Founder of Propense.ai\, has worked with some of the top Financial and Professional service firms in the world teaching firm leaders and business development staff how to streamline the technology adoption process and enhance business performance. Timothy has significant experience as a founder\, management consultant\, and sales leader. \nFacilitators \nRaissa Evans \nRaissa joined Weaver as head of digital and lead gen in 2020\, a full-service national CPA and advisory firm. She began her early career in the technology industry\, then spent 12 years as head of marketing at PKF Texas\, a firm recognized as a market-leader by its peers due to many industry firsts\, winning more than 120 awards along the way. She founded her consultancy Running Reload LLC in 2015 where she works with clients on social optimization and Guided Marketing. \nAs a pioneer of digital strategy for professional services for more than 20 years\, Raissa’s led digital transformations in marketing technology\, web and content strategy and lead generation customer journeys. She speaks regularly on growth strategy\, marketing operations\, digital performance and the like. \nShe hosts AAM’s monthly Virtual Campfire video conference and was AAM Marketer of the Year 2011\, was named “One to Watch” by Accounting Today’s Top 100 Most Influential in Accounting\, is Past President of Houston’s Interactive Marketing Association\, and founder of non-profit Celtic Valor\, which awards scholarships to veterans.
URL:https://accountingmarketing.org/event/virtual-campfire-whats-new-and-old-in-crm/
CATEGORIES:Virtual Campfire
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Virtual-Campfire-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20230919T140000
DTEND;TZID=America/Kentucky/Louisville:20230919T150000
DTSTAMP:20230914T204236Z
CREATED:20230818T144529Z
LAST-MODIFIED:20230914T204236Z
UID:6631-1695132000-1695135600@accountingmarketing.org
SUMMARY:AAM DEI Webinar: Employee Resource Groups (ERGs) 101
DESCRIPTION:Employee resource groups (ERGs) have been flourishing in the last year as companies explore strategies to strengthen their diversity\, equity\, and inclusion (DEI) initiatives. Like all new ventures\, the journey to create ERGs that have a positive impact on your employees and firm as a whole requires thoughtfulness\, commitment\, collaboration\, time\, and patience. If you and your firm are thinking about establishing ERGs\, you don’t want to miss this panel. The speakers will discuss how they got started\, their approach\, and what they’ve learned along the way\, as well as their ways to set them up for success and pitfalls to avoid. We will discuss: \n\nHow to establish\, facilitate and maintain ERGs\nHow ERGs can increase and improve employees’ experience and feelings of inclusion\nHow including ERG materials in an onboarding “welcome kit” can help with retention\nHow to form ERGs in a small firm or take advantage of firm network ERGs\n\nSpeakers \nMelaura Benitez\, MPA\, SHRM-SCP\nManager\, Human Resources\, Florida Region | Rehmann \n \nAs a Rehmann human resources manager\, Melaura serves as the primary contact for associate relations in the Florida region\, supporting the firm’s performance management process. She develops and provides guidance on new and existing policies and procedures to meet the firm’s human resource needs and helps create and measure success of initiatives to maintain positive employee engagement and satisfaction. Additionally\, she manages the firm’s compensation process and annual reporting. She also serves as the human resources department lead on firm-wide diversity\, equity\, and inclusion initiatives as a member of Rehman’s Diversity Action Council. \nMelaura began her human resources career in 2012 at New York City Ballet in New York. She worked in the arts industry at New York City Ballet as HR manager six and a half years and as their office manager for five years with a strong lean in the HR functions of the organization. She joined Rehmann in 2019. \nMelaura is a member of the Society of Human Resource Management (SHRM). A SHRM senior certified professional\, she is qualified to develop and implement policies and strategies\, serve as point of contact for staff and stakeholders\, deliver HR services and perform operational HR functions. \nNatalie Ikker\nPeople Programs Manager\, GHJ \nNatalie Ikker has over nine years of experience incorporating relationship-building practices\, program development and management and building upon collaborative people-oriented initiatives in a variety of roles and companies. \nPrior to joining GHJ in 2022\, Natalie worked at a university in Southern California. Throughout her time there\, she managed undergraduate advising in a prominent academic department\, enhanced internship and research programs\, incorporated equity initiatives\, oversaw strategic assessment projects and led events focused on early career topics and holistic student success for the populations she served. She was also involved in departmental DEI efforts\, professional staff committees and campus mentorship opportunities. \nNatalie is passionate about building meaningful partnerships with individuals and teams to connect on what matters most — their goals\, needs\, wants\, areas for improvement\, strengths\, etc. — to address current pain points and understand how solutions can be implemented or reimagined in future approaches. \nKristen Wilbur\, CPA\, CISSP\, CCSIK\, CISA\, ISO 27001\nLead Auditor\, Principal\, Schellman \nKristen Wilbur is a Principal with Schellman\, with over 13 years of experience in providing IT attestation and compliance services. Kristen has evaluated risk and controls for Global 1000\, Fortune 500\, and regional companies during the course of her career with a strong focus in the technology sector.  Kristen currently leads the New York City practice at Schellman where she specializes in SOC 1\, SOC 2\, ISO 27001\, and HIPAA reporting. In her portfolio she also manages large scale engagements that include FedRAMP\, HITRUST\, and Privacy. \nKristen majored in Criminal Justice and Spanish in her undergrad and completed her MBA with an IT Management Concentration. She began her career at a Big 4 CPA firm in the IT advisory group where she spent three years supporting integrated SOX 404 audits as well as performing SOC reporting before moving to Schellman.  She has the following technical certifications: CPA\, CISSP\, CCSK\, CISA\, Advanced SOC and ISO 27001 Lead Auditor. \nKristen has a strong passion for giving back and in 2018 helped to establish the corporate social responsibility program at Schellman called SchellmanCARES. SchellmanCARES was formalized with the intention of creating a launch pad for programs within our Firm that reflect the values\, interests\, and needs of our ever growing and evolving team.  This employee-led initiative demonstrates our commitment to issues that we are most passionate about: Charity\, Advocacy\, Resources\, Employee Engagement\, and Service (CARES).  Within the framework of the CARES umbrella\, we are able to foster a sense of pride and belonging as well as make a meaningful impact on our people and our communities. \nInteractivity \nThere will be a question-and-answer portion at the end of the session\, but we will also take questions throughout the presentation as they arise.
URL:https://accountingmarketing.org/event/aam-dei-webinar-employee-resource-groups-ergs-101/
CATEGORIES:AAM High Webinar,Virtual
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20230915T110000
DTEND;TZID=America/Kentucky/Louisville:20230915T123000
DTSTAMP:20230821T131254Z
CREATED:20230814T155742Z
LAST-MODIFIED:20230821T131254Z
UID:6552-1694775600-1694781000@accountingmarketing.org
SUMMARY:AAM Learning Lab: Do MORE with Google Analytics 4
DESCRIPTION:Google Analytics 4 is here to stay – if all you’ve done is import default UA settings\, you need this workshop. We will uncover the new features and functionalities\, give you resources for customizing GA4\, and ensure you walk away armed to make the most out of this high-value\, data-rich platform. \nIntroduction \n\nIntroduce objectives and agenda.\nUsing Google Analytics 4 for accounting firms to gain insights into website traffic and user behavior.\n\nWhy Google Analytics 4? \n\nKey features and benefits of Google Analytics 4 compared to previous versions.\nAdapting to the new analytics paradigm to better understand user journeys and interactions.\n\nKey Metrics and Reports \n\nEssential metrics and reports in Google Analytics 4 that are relevant for accounting firms.\nHow metrics provide insights into user engagement\, content performance\, and more.\n\nSetting Up Google Analytics 4 \n\nSetting up a Google Analytics 4 property for an accounting firm’s website.\nProper configuration to ensure accurate data collection.\n\nHands-on Exercises \n\nExercise 1: Account Setup\nExercise 2: Event Tracking\nExercise 3: User Behavior Analysis\n\nWorkshop Summary and Q&A \n  \nSpeakers \nDavid Toth \n \nDavid M. Toth is a principal at Winding River Consulting. In his role as Chief Growth Officer\, he guides the accounting profession’s ‘Top 400’ firms in designing and implementing highly-effective\, strategic-growth frameworks that encompass M&A\, digital\, and internal organic growth. \nDavid facilitates Winding River Consulting’s (WRC) marque program\, MPB | Leadership Accelerated (formerly\, Managing Partner Bootcamp)\, helping firms address the increasingly critical communication gap and gain alignment between leadership\, marketing\, and business development. He created WRC’s Digital Deep Dive Summit\, an annual two-day seminar dedicated to the advancement of digital strategy through a peer-to-peer driven program. \nDavid prioritizes building meaningful relationships recognizing that\, while each business and industry is unique\, the foundation to success is always the same: know your customer. \n  \nJoy Youll \nJoy Youell is a content strategist and SEO expert with 15 years of experience in organic search research and development. Joy has led content and SEO strategies for global companies\, including Indeed and American Express. Her work has regularly been featured in Forbes\, Entrepreneur\, SUCCESS magazine\, and more. She owns Hire a Writer\, a copywriting agency\, and provides SEO strategy and consulting services to accounting firms through Winding River Consulting.
URL:https://accountingmarketing.org/event/aam-learning-lab-do-more-with-google-analytics-4/
CATEGORIES:Training,Virtual
ATTACH;FMTTYPE=image/png:https://accountingmarketing.org/wp-content/uploads/2023/08/TRAININGS-Icon_72dpi-2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20230912T113000
DTEND;TZID=America/Kentucky/Louisville:20230912T123000
DTSTAMP:20230110T190149Z
CREATED:20230110T190149Z
LAST-MODIFIED:20230110T190149Z
UID:5687-1694518200-1694521800@accountingmarketing.org
SUMMARY:New Member Welcome Call
DESCRIPTION:So you’ve joined the Association for Accounting Marketing… Now what? \nJoin us for an open discussion about what it means to be an AAM member at our New Member Welcome! \nThis call will provide an opportunity for you to: \n– Connect with other new members\n– Review member benefits\n– Learn about AAM Connect\, the online members only platform which offers a wealth of tools and information\n– Ask questions and have an open discussion \nHosted by the Member Growth Committee. \nWe look forward to connecting with you!
URL:https://accountingmarketing.org/event/new-member-welcome-call-8/
CATEGORIES:New Member Welcome Call
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20230830T130000
DTEND;TZID=America/Kentucky/Louisville:20230830T140000
DTSTAMP:20230724T201045Z
CREATED:20230724T201045Z
LAST-MODIFIED:20230724T201045Z
UID:6509-1693400400-1693404000@accountingmarketing.org
SUMMARY:AAM High! Webinar: How Accounting Marketers Can Navigate the Opportunity and Obstacles of ChatGPT
DESCRIPTION:ChatGPT and hundreds of other generative AI tools have exploded in popularity this year introducing a new wave of disruption for accounting marketers. How should we prepare and adapt for a future dominated by these tools? Join Hinge’s Karl Feldman and Austin McNair for a discussion of specific strategies accounting marketers should consider in the wake of this artificial intelligence boom. Moreover\, they’ll discuss primary risks associated with using these tools and how you can develop a roadmap for responsibly using these tools. \nPresenters: \nKarl Feldman\, Senior Partner at Hinge \n  \n  \n  \nAustin McNair\, Senior Marketing Manager at Hinge
URL:https://accountingmarketing.org/event/aam-high-webinar-how-accounting-marketers-can-navigate-the-opportunity-and-obstacles-of-chatgpt/
CATEGORIES:AAM High Webinar,Virtual
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20230816T140000
DTEND;TZID=America/Kentucky/Louisville:20230816T144500
DTSTAMP:20230712T201905Z
CREATED:20230606T142341Z
LAST-MODIFIED:20230712T201905Z
UID:6320-1692194400-1692197100@accountingmarketing.org
SUMMARY:Virtual Campfire: Brand Management
DESCRIPTION:We’ll dive into rebranding\, navigating mergers\, aligning your firm with messaging and positioning\, enforcing brand guidelines\, activating your brand effectively\, and conducting a brand audit. Join us to gain practical strategies for enhancing brand awareness\, fostering consistency\, and driving differentiation in a competitive market. Don’t miss this opportunity to exchange ideas on optimizing your accounting firm’s brand impact. \nSMES \nMike Jones \nRemarkable accounting firm brands require authenticity and a die-hard commitment to values\, personality\, and story. Mike Jones passionately pursues these beliefs as CEO of his brand consultancy – Resound – and the numerous client’s they’ve helped to discover\, craft\, and refine their own brands. He also explores these topics on his podcast\, in his book\, “You Are Remarkable”\, and with his speaking at numerous industry events and universities across the US. In recognition of the work he’s done\, this Arizona native has been named one of the state’s top business leaders under the age of 40 by the Phoenix Business Journal. He also serves on the boards of PHX Startup Week\, TCH\, and Conscious Capitalism Arizona…at least when he and his wife\, Adrienne\, are not chasing down their 3 kids. If you want to connect\, LinkedIn’s usually where you’ll find him – linkedin.com/in/remarkamike. \nBarry Benton \nBarry’s nomadic nature serves him well in his role as Gittings Global Director of Business Development. With over two decades of sales and photography experience\, Barry has traveled hundreds of thousands of miles to expand our global reach and connect with legal and accounting firms that can benefit from the end-to-end photography services Gittings Global provides. \nBarry enjoys consulting with firms about their needs and guiding them through how to achieve effective portraits that will land clients new work. \nFacilitators \nRaissa Evans \nRaissa joined Weaver as head of digital and lead gen in 2020\, a full-service national CPA and advisory firm. She began her early career in the technology industry\, then spent 12 years as head of marketing at PKF Texas\, a firm recognized as a market-leader by its peers due to many industry firsts\, winning more than 120 awards along the way. She founded her consultancy Running Reload LLC in 2015 where she works with clients on social optimization and Guided Marketing. \nAs a pioneer of digital strategy for professional services for more than 20 years\, Raissa’s led digital transformations in marketing technology\, web and content strategy and lead generation customer journeys. She speaks regularly on growth strategy\, marketing operations\, digital performance and the like. \nShe hosts AAM’s monthly Virtual Campfire video conference and was AAM Marketer of the Year 2011\, was named “One to Watch” by Accounting Today’s Top 100 Most Influential in Accounting\, is Past President of Houston’s Interactive Marketing Association\, and founder of non-profit Celtic Valor\, which awards scholarships to veterans. \n 
URL:https://accountingmarketing.org/event/virtual-campfire-brand-management/
CATEGORIES:Virtual Campfire
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Virtual-Campfire-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20230725T130000
DTEND;TZID=America/Kentucky/Louisville:20230725T140000
DTSTAMP:20230609T152540Z
CREATED:20230609T152540Z
LAST-MODIFIED:20230609T152540Z
UID:6345-1690290000-1690293600@accountingmarketing.org
SUMMARY:AAM High! Webinar: From Pointless to Powerful: Making Your LinkedIn Presence Matter in the Accounting Industry
DESCRIPTION:Discover the secrets to transforming your LinkedIn presence in the accounting industry. Join us for an engaging webinar that will explore strategies to leverage LinkedIn for success with practical approaches based on varying levels of time commitments and resources\, while minimizing the cringe-worthy posts that are so often found on the platform. \nThe webinar will begin with a level set on LinkedIn and various approaches to utilizing it: \n\nMaintaining Presence and Business Credibility: Understand the significance of establishing a strong presence on LinkedIn and its impact on building credibility in the accounting industry. We will explore tools and techniques\, including AI and automation\, to minimize the time required to accomplish this goal effectively.\n\n\nGrowth Strategy: Learn about the essential components of a growth strategy on LinkedIn. We will examine real commitments and showcase examples of companies and their employees who have successfully executed LinkedIn growth strategies in the accounting industry.\n\nThroughout the webinar\, you will gain practical insights and actionable tips to optimize your firm and your colleagues’ LinkedIn presence. \nSpeakers \nDavid Toth \n \nDavid M. Toth is a principal at Winding River Consulting. In his role as Chief Growth Officer\, he guides the accounting profession’s ‘Top 400’ firms in designing and implementing highly-effective\, strategic-growth frameworks that encompass M&A\, digital\, and internal organic growth. \nDavid facilitates Winding River Consulting’s (WRC) marque program\, MPB | Leadership Accelerated (formerly\, Managing Partner Bootcamp)\, helping firms address the increasingly critical communication gap and gain alignment between leadership\, marketing\, and business development. He created WRC’s Digital Deep Dive Summit\, an annual two-day seminar dedicated to the advancement of digital strategy through a peer-to-peer driven program. \nOver the past two decades\, David has served as an outsourced CMO for organizations in sectors from fast-growing start-ups to well established Fortune 500 companies. In 2022\, he was named one of CPA Practice Advisor’s ’20 under 40 Top Influencers’ in the accounting profession. He was recognized as a 2023 ‘Notable Leaders in Accounting & Consulting’ by Crain’s Cleveland Business. \nDavid prioritizes building meaningful relationships recognizing that\, while each business and industry is unique\, the foundation to success is always the same: know your customer. \nJames Hirchak \n \nJames Hirchak is the President & Co-Founder of Astute Review\, a software company focused on helping marketing teams within accounting quantify and improve brand compliance through automation tools. \nBefore starting Astute\, James served as a Director of Corporate Development for Dover Corporation\, where he was responsible for managing mergers & acquisitions and general strategic initiatives within Dover. Prior to Dover\, James worked in the Economic and Valuation Services practice at KPMG. \nJames holds a BS in Finance and Entrepreneurship from Miami University and an MBA from the Kellogg School of Management. \nJames lives in Chicago\, IL with his wife and two daughters.
URL:https://accountingmarketing.org/event/aam-high-webinar-from-pointless-to-powerful-making-your-linkedin-presence-matter-in-the-accounting-industry/
CATEGORIES:AAM High Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20230719T120000
DTEND;TZID=America/Kentucky/Louisville:20230719T123000
DTSTAMP:20230710T172621Z
CREATED:20230710T172621Z
LAST-MODIFIED:20230710T172621Z
UID:6444-1689768000-1689769800@accountingmarketing.org
SUMMARY:AAM State of the Association Town Hall
DESCRIPTION:Wednesday\, July 19 at 12:00pm ET \nThe Association for Accounting Marketing (AAM) invites members to participate in an upcoming State of the Association Town Hall to learn what AAM has accomplished in the past year\, as well as the vision for the future. \nAgenda \nWelcome and State of the Association – Rhonda Clark\, AAM Executive Director \n2022 Achievements – Nicole Sterling\, AAM Immediate Past President \nFinance Update – Ed Warren\, 2022-2023 AAM Treasurer \nFuture of AAM – Courtney Kiss\, AAM President \nThe Town Hall will conclude with a Q&A session. Questions will be accepted in advance. Please send your questions to info@accountingmarketing.org by Friday July 14. \n 
URL:https://accountingmarketing.org/event/aam-state-of-the-association-town-hall/
CATEGORIES:Virtual
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20230711T113000
DTEND;TZID=America/Kentucky/Louisville:20230711T123000
DTSTAMP:20230110T185919Z
CREATED:20230110T185919Z
LAST-MODIFIED:20230110T185919Z
UID:5685-1689075000-1689078600@accountingmarketing.org
SUMMARY:New Member Welcome Call
DESCRIPTION:So you’ve joined the Association for Accounting Marketing… Now what? \nJoin us for an open discussion about what it means to be an AAM member at our New Member Welcome! \nThis call will provide an opportunity for you to: \n– Connect with other new members\n– Review member benefits\n– Learn about AAM Connect\, the online members only platform which offers a wealth of tools and information\n– Ask questions and have an open discussion \nHosted by the Member Growth Committee. \nWe look forward to connecting with you!
URL:https://accountingmarketing.org/event/new-member-welcome-call-7/
CATEGORIES:New Member Welcome Call
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/New-Member-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20230621T140000
DTEND;TZID=America/Kentucky/Louisville:20230621T150000
DTSTAMP:20230131T181659Z
CREATED:20230131T181659Z
LAST-MODIFIED:20230131T181659Z
UID:5803-1687356000-1687359600@accountingmarketing.org
SUMMARY:Virtual Campfire: Marketing Department Structure & Project Management
DESCRIPTION:Whether we have a large team or are a department of one\, Project Management is a HUGE part of our jobs. How are you structuring your marketing department? What tools are you using to keep your arms around all the moving parts? What changes are you seeing given the ever-evolving role of marketers in accounting firms? Please come prepared with your questions or best practices around marketing operations. \nFacilitators \nRaissa Evans \nRaissa joined Weaver as head of digital and lead gen in 2020\, a full-service national CPA and advisory firm. She began her early career in the technology industry\, then spent 12 years as head of marketing at PKF Texas\, a firm recognized as a market-leader by its peers due to many industry firsts\, winning more than 120 awards along the way. She founded her consultancy Running Reload LLC in 2015 where she works with clients on social optimization and Guided Marketing. \nAs a pioneer of digital strategy for professional services for more than 20 years\, Raissa’s led digital transformations in marketing technology\, web and content strategy and lead generation customer journeys. She speaks regularly on growth strategy\, marketing operations\, digital performance and the like. \nShe hosts AAM’s monthly Virtual Campfire video conference and was AAM Marketer of the Year 2011\, was named “One to Watch” by Accounting Today’s Top 100 Most Influential in Accounting\, is Past President of Houston’s Interactive Marketing Association\, and founder of non-profit Celtic Valor\, which awards scholarships to veterans. \nAmanda Sturdevant \nAmanda is a marketing strategist and project manager with more than fifteen years of experience in accounting marketing. In late 2022\, she joined the Enterprise Marketing team at Baker Tilly\, an IPA Top 10 firm\, through a merger and is still feeling her way around. Prior to the merger\, she spent seven years as Marketing Director at True Partners Consulting (TPC)\, a national tax-only accounting firm with nine offices across the U.S. At TPC\, Amanda provided strategic marketing counsel to the firm’s management team\, managed all forms of marketing communications\, planned conferences and events\, and trained firm professionals on marketing and business development topics. Prior to her role at TPC\, Amanda was the Marketing Director at MorrisAnderson\, a restructuring and turnaround consulting firm. She strongly believes that the most important thing an accounting marketer can do is build trust with the partners and professional staff by learning and understanding their business. \nAmanda earned her MBA in Marketing Strategy & Planning and Brand Management from DePaul University’s Kellstadt Graduate School of Business in Chicago. She is also a proud alumna of the University of Wisconsin – Go Badgers! She works remotely from her home in Connecticut which she shares with her husband and two sons. \nAmanda is the co-host of AAM’s Virtual Campfire video conference series and looks forward to facilitating conversations on topics that help AAM members contribute to the growth of their firms. She also serves at co-chair of AAM’s Virtual Education Committee.  Connect with Amanda on LinkedIn. 
URL:https://accountingmarketing.org/event/virtual-campfire-marketing-department-structure-project-management/
CATEGORIES:Virtual Campfire
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20230620T140000
DTEND;TZID=America/Kentucky/Louisville:20230620T150000
DTSTAMP:20230524T210554Z
CREATED:20230524T210554Z
LAST-MODIFIED:20230524T210554Z
UID:6300-1687269600-1687273200@accountingmarketing.org
SUMMARY:DEI Webinar- Web Accessibility: The Key to a More Inclusive Online World
DESCRIPTION:Web Accessibility: The Key to a More Inclusive Online World\nJune 20\, 2023- 2:00pm – 3:00pm Eastern \nDiversity and inclusion are top-of-mind with accounting firm leadership\, but the firm’s website is often an overlooked part of that initiative. Today\, most websites are not accessible to all site visitors. People with vision\, hearing\, dexterity or cognitive disabilities may not be able to fully access or navigate your site. Clients\, prospects\, employees\, and potential recruits should all be able to explore your website easily and enjoyably. During this session\, we will explain how to make immediate updates as well as programmatic changes to improve your site to make it more inclusive for all visitors. \nOutline \n\nWhat is ADA compliance?\nWhat is web accessibility and why is it important?\nWhat are the visual considerations (color blindness\, color contrast\, motion control\, etc.)?\nWhat are the content concerns (alt image tags\, link naming\, closed captioning\, etc.)?\nWhat is needed programmatically (for screen readers\, tap navigation\, etc.)?\nHow can you incorporate accessibility considerations into your marketing beyond the website?\nTools to use and steps to take\nQ&A\n\nSpeakers \nVanessa Schaefer (she/her/hers) \n \nVanessa is a seasoned creative designer and marketing expert\, with over 35 years of advertising agency and in-house marketing experience. Now\, Vanessa works with accounting firms and other professional service firms to help bring their brands to life. \nVanessa founded Clockwork Design Group\, Inc in 1994\, and is the creative lead on all projects. Vanessa’s in-depth understanding of service firm marketing has been gleaned from her years of hands-on working experience and close personal relationships with hundreds of clients. \nA results-driven marketer\, Vanessa works directly with clients as a team player\, thinking strategically and acting tactically. Vanessa especially enjoys creating powerful brands\, modern websites\, and cohesive marketing collateral. Vanessa and her team at Clockwork have been awarded many honors including the prestigious SMPS 2022 National Award for Acentech’s Website. \nDanielle Diforio (she/her/hers) \n \nAs Clockwork’s Account & Project Director\, Danielle advises\, collaborates\, and smoothly guides clients through every step to keep projects on time and on budget. For over a decade\, Danielle has educated clients on website best practices\, to ensure that their site is easy to use\, navigate\, and maintain. She is an advocate for inclusivity and promotes the adoption of accessibility guidelines to create websites and marketing materials that are accessible to all.
URL:https://accountingmarketing.org/event/dei-webinar-web-accessibility-the-key-to-a-more-inclusive-online-world/
CATEGORIES:Virtual
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20230616T130000
DTEND;TZID=America/Kentucky/Louisville:20230616T134500
DTSTAMP:20230606T155656Z
CREATED:20230517T142305Z
LAST-MODIFIED:20230606T155656Z
UID:6248-1686920400-1686923100@accountingmarketing.org
SUMMARY:Lunch\, Learn\, & Launch your Weekend with AAM's Marketer of the Year
DESCRIPTION:AAM’s Marketer of the Year (MOY) award honors a marketer who has demonstrated exemplary performance in the accounting marketing profession. Join us on June 16 at 1:00 ET as Allison Schlegelmilch\, AAM’s 2022 MOY\, leads an interactive discussion with AAM’s 2023 MOY Lucas LaChance. Here\, you’ll learn more about Lucas’ leadership at LGT\, his vast experience in public accounting and best practices for growth departments to strive for. The first 25 who register will receive $25 DoorDash gift cards. And\, at the end of this event\, 3 lucky winners will be drawn for $50 Amazon gift cards! \n2023 Marketer of the Year – Lucas LaChance \n \nLucas is a Texas Society of CPAs Rising Star Award-winning relationship manager\, auditor\, board member\, author\, and speaker with two decades of leadership in assurance\, consulting\, risk management/mitigation\, and taxation services. After nearly a decade as an auditor working with clients in a number of industries; including construction\, M&D\, and not-for-profit; he now is responsible for leading firm initiatives to expand existing client relationships and establish new ones\, investigate innovative client services and solutions\, and instill a culture of client service and sales. He often presents to local\, state\, and national audiences about accounting\, marketing\, and business development topics. \n2022 Marketer of the Year – Allison Schlegelmilch \nAs Director of Marketing for RKL LLP\, Allison leads the firm’s brand visibility\, awareness and engagement strategies. Working alongside a team of talented professionals\, she oversees branding\, advertising\, public relations\, content strategy and social media\, events and new service marketing for the firm. Throughout her career\, Allison has established a reputation for achieving business-generating results through integrated digital and traditional marketing campaigns that create meaningful connections with audiences. \n 
URL:https://accountingmarketing.org/event/lunch-learn-launch-your-weekend-with-aams-marketer-of-the-year/
CATEGORIES:Virtual
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20230615T160000
DTEND;TZID=America/Kentucky/Louisville:20230615T170000
DTSTAMP:20230517T142846Z
CREATED:20230516T155037Z
LAST-MODIFIED:20230517T142846Z
UID:6239-1686844800-1686848400@accountingmarketing.org
SUMMARY:AAM HAPPY Hour with Comedian Glen Tickle
DESCRIPTION:You make us smile! AAM members are at the heart of everything we do. This year\, AAM is celebrating Member Appreciation Week June 12-16. To show appreciation for this amazing community\, we want to share the joy! Join us for a HAPPY hour with Comedian\, Glen Tickle. \nAbout Glen Tickle \nGlen Tickle is a comedian and writer from New Jersey. He has performed around the country at festivals and colleges\, and has appeared on Amazon Prime\, SiriusXM\, Cozi TV\, and The Travel Channel. He co-hosts the podcast Improvised Wikipedia where he is rewriting all of Wikipedia without doing any research.  Glen’s acts mixes observational humor\, geek talk\, and raising two daughters gives Glen a treasure trove of comedy gold!
URL:https://accountingmarketing.org/event/aam-happy-hour-with-comedian-glen-tickle/
CATEGORIES:Virtual
ATTACH;FMTTYPE=image/png:https://accountingmarketing.org/wp-content/uploads/2023/05/MemberAppWeek_Email_650x200.png
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20230613T110000
DTEND;TZID=America/Kentucky/Louisville:20230613T120000
DTSTAMP:20230612T143354Z
CREATED:20230525T210717Z
LAST-MODIFIED:20230612T143354Z
UID:6305-1686654000-1686657600@accountingmarketing.org
SUMMARY:LGBTQIA+ Listening Session
DESCRIPTION:One of the most significant ways AAM has grown as an organization is from the ideas we’ve gained from all of you. In June\, and moving forward\, AAM’s DEI Committee will look at how we can better support and uplift our LGBTQIA+ members as an organization. \nWe invite LGBTQIA+ members and allies within AAM to join a special listening session focused on exploring various ideas and themes. We become stronger as an organization when we all have an opportunity to share our direct experience and collectively brainstorm ways to strengthen and improve our association. \nFacilitated By: Jennifer Harrity-Cantero and Lucas LaChance \n(Proud AAM Board Members and LGBTQIA+) \nWhat are listening sessions? \nListening sessions are facilitated discussions that allow a group of people to share constructive and honest feedback about their experiences. Sessions are held to understand the opportunities and challenges of a specific topic. Participants are invited to speak about their direct experience\, sharing concerns and insights relevant to the subject of each session. \nWe look forward to hearing from you. \n \nJennifer Harrity-Cantero \nDirector of the Sensiba Center for Sustainability @ Sensiba \nJennifer has been an AAM member for the last 11 years and has been on the AAM Board for several of those years. After serving as the head of marketing for her firm for 10 years\, she founded and now leads her firm’s sustainability efforts and ESG practice. This past year was Jennifer’s final year serving on the board. As she rolls off\, her last action will be to (finally) get the ball rolling around better supporting her fellow LGBTQIA+ community within AAM. She knows the information and momentum from this discussion will live on with the DEI Committee and is passing her glittery rainbow torch over to Lucas. \n  \n \nLucas LaChance \nCPA\, CIA\, Partner\, Practice Growth @ Lane Gorman Trubitt\, LLC \nAs a newly-appointed AAM Board Member\, Treasurer\, and glittery rainbow torch-holder\, Lucas is an award-winning marketer\, auditor\, business developer\, and speaker with two decades of leadership. After nearly a decade as an auditor working with clients in a number of industries\, he now is responsible for leading firm initiatives to expand existing client relationships and establish new ones\, investigate innovative client services and solutions\, and instill a culture of client service and sales. \n 
URL:https://accountingmarketing.org/event/lgbtqai-listening-session/
CATEGORIES:Virtual
ATTACH;FMTTYPE=image/png:https://accountingmarketing.org/wp-content/uploads/2023/05/MemberAppWeek_Email_650x200.png
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20230606T130000
DTEND;TZID=America/Kentucky/Louisville:20230606T141500
DTSTAMP:20230413T171508Z
CREATED:20230413T171325Z
LAST-MODIFIED:20230413T171508Z
UID:6087-1686056400-1686060900@accountingmarketing.org
SUMMARY:AAM High! Webinar: A Marketer's Road Map to Driving Sales Culture
DESCRIPTION:While marketing and sales are both tasked with driving awareness\, leads and ultimately revenue to the firm…the paths are very different. If your already full plate of marketing duties also includes supporting the business development function\, this session is for you! Peak into the mind of an accomplished sales leader to glean tips on driving a sales culture from the marketing seat. \nSpeakers \nAngel Morgan \nAngel is an inspiring\, solutions focused sales leader with a people first\, anything is possible mindset. Angel has over 20 years of innovating within the professional services and public accounting organizations. As the Chief Business Development Officer for Cherry Bekaert\, she is providing year over year explosive growth in surpassing team revenue by over 100%. Cherry Bekaert is a thriving\, rapidly growing private equity backed top 25 accounting and consulting firm that is committed to making a difference for our people\, clients\, and our community. \nAt Cherry Bekaert\, Angel is focused on reimagining new ways to drive growth in a competitive environment with specific goals towards building a scalable motivated sales function that results in high performing teams. \nProfessionally\, as a self-proclaimed human experience leader\, Angel is passionate about aligning personal core values to the firm’s business goals.  Impactful teams are inspired teams. Recognizing that individual core values fuel performance and ensure longevity\, giving voice to the employee journey is foundational and non-negotiable. \nPersonally\, as a recent pickleball convert\, she exercises her competitive spirit by getting regularly beat by people twice her age and half the fitness level.
URL:https://accountingmarketing.org/event/aam-high-webinar-a-marketers-road-map-to-driving-sales-culture/
CATEGORIES:AAM High Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20230525T130000
DTEND;TZID=America/Kentucky/Louisville:20230525T141500
DTSTAMP:20230413T172022Z
CREATED:20230411T170406Z
LAST-MODIFIED:20230413T172022Z
UID:6058-1685019600-1685024100@accountingmarketing.org
SUMMARY:AAM High! Webinar: Are you Ready to be a Challenger?
DESCRIPTION:Let’s face it. Accounting marketers are in uncharted territory. The Post-COVID market is very picky\, AI is turning our traditional bread & butter services into toast\, and M&A is creating a lot of strange bedfellows. The market noise is deafening. How do we compete? This webinar presents an alternative marketing strategy once confined to start-ups\, esoteric/cult brands\, and smaller companies where authenticity\, audacity\, relevance\, and differentiation become the lifeblood of market strategy. Challenger Brand marketing could hold the key to breakthrough positioning and capturing the hearts and minds (and wallets) of clients and prospective clients\, alike. \nSpeakers \nAndrea Sardone \n \nAndrea Sardone is Director of Practice Growth at PBMares LLP\, headquartered in Newport News\, Virginia. She has expertise in digital marketing borne from a mashup of 20+ years of marketing and communications experience and a previous career in technology. She has held leadership roles in “industries in transition”\, including higher education\, media\, and tourism. Now in accounting\, she finds familiar ground where transformation is a must and an opportunity to flex some B2C muscle in a B2B environment. Andrea holds undergraduate and graduate degrees from the University of Kentucky and it’s fair to assume she is a basketball fan. She and her partner and their 4 dogs live in Norfolk\, VA. They can (all) usually be found at a brewery playing trivia—an opportunity for Andrea to leverage some of the otherwise useless information she’s acquired over the years to get free beer.
URL:https://accountingmarketing.org/event/aam-high-webinar-are-you-ready-to-be-a-challenger/
CATEGORIES:AAM High Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20230517T140000
DTEND;TZID=America/Kentucky/Louisville:20230517T150000
DTSTAMP:20230223T184425Z
CREATED:20230131T181307Z
LAST-MODIFIED:20230223T184425Z
UID:5801-1684332000-1684335600@accountingmarketing.org
SUMMARY:Virtual Campfire: Lead Gen Campaigns
DESCRIPTION:Everyone used to talk about the funnel. Now the funnel has flipped up-side-down\, or been scrapped all together. Please come prepared to share how you’re attracting leads\, qualifying them\, moving them through your version of the infamous funnel and ultimately converting them to wins. \nSME \nDavid Toth \nDavid M. Toth is a principal at Winding River Consulting. In his role as Chief Growth Officer\, he guides the accounting profession’s ‘Top 400’ firms in designing and implementing highly-effective\, strategic-growth frameworks that encompass M&A\, digital\, and internal organic growth. \nDavid facilitates Winding River Consulting’s (WRC) marque program\, MPB | Leadership Accelerated (formerly\, Managing Partner Bootcamp)\, helping firms address the increasingly critical communication gap and gain alignment between leadership\, marketing\, and business development. He created WRC’s Digital Deep Dive Summit\, an annual two-day seminar dedicated to the advancement of digital strategy through a peer-to-peer driven program. \nOver the past two decades\, David has served as an outsourced CMO for organizations in sectors from fast-growing start-ups to well established Fortune 500 companies. In 2022\, he was named one of CPA Practice Advisor’s ’20 under 40 Top Influencers’ in the accounting profession. He was recognized as a 2023 ‘Notable Leaders in Accounting & Consulting’ by Crain’s Cleveland Business. \nDavid prioritizes building meaningful relationships recognizing that\, while each business and industry is unique\, the foundation to success is always the same: know your customer. \nFacilitators \nRaissa Evans \nRaissa joined Weaver as head of digital and lead gen in 2020\, a full-service national CPA and advisory firm. She began her early career in the technology industry\, then spent 12 years as head of marketing at PKF Texas\, a firm recognized as a market-leader by its peers due to many industry firsts\, winning more than 120 awards along the way. She founded her consultancy Running Reload LLC in 2015 where she works with clients on social optimization and Guided Marketing. \nAs a pioneer of digital strategy for professional services for more than 20 years\, Raissa’s led digital transformations in marketing technology\, web and content strategy and lead generation customer journeys. She speaks regularly on growth strategy\, marketing operations\, digital performance and the like. \nShe hosts AAM’s monthly Virtual Campfire video conference and was AAM Marketer of the Year 2011\, was named “One to Watch” by Accounting Today’s Top 100 Most Influential in Accounting\, is Past President of Houston’s Interactive Marketing Association\, and founder of non-profit Celtic Valor\, which awards scholarships to veterans. \nAmanda Sturdevant \nAmanda is a marketing strategist and project manager with more than fifteen years of experience in accounting marketing. In late 2022\, she joined the Enterprise Marketing team at Baker Tilly\, an IPA Top 10 firm\, through a merger and is still feeling her way around. Prior to the merger\, she spent seven years as Marketing Director at True Partners Consulting (TPC)\, a national tax-only accounting firm with nine offices across the U.S. At TPC\, Amanda provided strategic marketing counsel to the firm’s management team\, managed all forms of marketing communications\, planned conferences and events\, and trained firm professionals on marketing and business development topics. Prior to her role at TPC\, Amanda was the Marketing Director at MorrisAnderson\, a restructuring and turnaround consulting firm. She strongly believes that the most important thing an accounting marketer can do is build trust with the partners and professional staff by learning and understanding their business. \nAmanda earned her MBA in Marketing Strategy & Planning and Brand Management from DePaul University’s Kellstadt Graduate School of Business in Chicago. She is also a proud alumna of the University of Wisconsin – Go Badgers! She works remotely from her home in Connecticut which she shares with her husband and two sons. \nAmanda is the co-host of AAM’s Virtual Campfire video conference series and looks forward to facilitating conversations on topics that help AAM members contribute to the growth of their firms. She also serves at co-chair of AAM’s Virtual Education Committee.  Connect with Amanda on LinkedIn. 
URL:https://accountingmarketing.org/event/virtual-campfire-lead-gen-campaigns/
CATEGORIES:Virtual Campfire
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20230516T113000
DTEND;TZID=America/Kentucky/Louisville:20230516T123000
DTSTAMP:20230110T183157Z
CREATED:20230110T182044Z
LAST-MODIFIED:20230110T183157Z
UID:5679-1684236600-1684240200@accountingmarketing.org
SUMMARY:New Member Welcome Call
DESCRIPTION:So you’ve joined the Association for Accounting Marketing… Now what? \nJoin us for an open discussion about what it means to be an AAM member at our New Member Welcome! \nThis call will provide an opportunity for you to: \n– Connect with other new members\n– Review member benefits\n– Learn about AAM Connect\, the online members only platform which offers a wealth of tools and information\n– Ask questions and have an open discussion \nHosted by the Member Growth Committee. \nWe look forward to connecting with you!
URL:https://accountingmarketing.org/event/new-member-welcome-call-6/
CATEGORIES:New Member Welcome Call
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END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20230508
DTEND;VALUE=DATE:20230511
DTSTAMP:20230120T133105Z
CREATED:20220908T152442Z
LAST-MODIFIED:20230120T133105Z
UID:2199-1683504000-1683763199@accountingmarketing.org
SUMMARY:AAM Summit
DESCRIPTION:When: May 8-10\, 2023\nWhere: Hyatt Regency in Salt Lake City\, UT\nVisit the AAM Summit page for more information. \n 
URL:https://accountingmarketing.org/event/aam-summit/
CATEGORIES:Summit
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20230420T130000
DTEND;TZID=America/Kentucky/Louisville:20230420T141500
DTSTAMP:20230322T132959Z
CREATED:20230316T142634Z
LAST-MODIFIED:20230322T132959Z
UID:5955-1681995600-1682000100@accountingmarketing.org
SUMMARY:AAM High! Webinar: Differentiating with Anywhere Work and Remote Client Services
DESCRIPTION:If you’re building a specialty practice or industry niche and feeling geographically constrained\, or you have team members who resist the commute to clients\, positioning your firm for remote client service is a must. In this session\, we’ll explore market data showing what firms are doing in this area\, ways to develop and deepen client relationships at distance\, exploring ideas for borderless reach\, and building your brand and developing thought leadership outside your geography. Finally\, we’ll share ideas to approach more of your sales process remotely. \nSpeakers \nJennifer Wilson \n \nJennifer is co-founder and partner of ConvergenceCoaching ®\, LLC\, a national consulting firm that helps leaders achieve success. Named in the top ten of Accounting Today’s 100 Most Influential People in Accounting\, INSIDE Public Accounting’s Top 10 Most Recommended Consultants\, CPA Practice Advisors’ Top 25 Thought Leaders and AICPA’s Top 25 Most Powerful Women in Accounting\, Jennifer is an experienced change agent who has worked in both public accounting and industry. She is a frequent speaker\, writer and thought leader on topics related to leadership\, the rise of the next generation and managing change within the CPA profession. She is also an avid runner\, hiker\, yogi\, gardener\, wife and mother of 3. \nRenee Moelders \n \nRenee is a partner at ConvergenceCoaching\, LLC\, a national consulting firm dedicated to developing leaders and transforming teams. She is a frequent speaker\, writer and facilitator on topics impacting CPA firm leaders and offers practical strategies for improvement and change based on her experiences working with clients and in her many years as a CPA Firm Administrator. Renee leads the firms Anytime\, Anywhere Work™ service line and is passionate about furthering flexible and remote work in the profession\, among other topics. She is also a coach in the firm’s Transformational Leadership Program™ (TLP). When Renee is not at work\, she is gardening both indoors and outdoors\, singing with her women’s barbershop chorus\, and enjoying time with her husband and two teenagers.
URL:https://accountingmarketing.org/event/aam-high-webinar-differentiating-with-anywhere-work-and-remote-client-services/
CATEGORIES:AAM High Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20230419T140000
DTEND;TZID=America/Kentucky/Louisville:20230419T150000
DTSTAMP:20230130T174721Z
CREATED:20230104T183159Z
LAST-MODIFIED:20230130T174721Z
UID:5638-1681912800-1681916400@accountingmarketing.org
SUMMARY:Virtual Campfire: Accounting M&A is the New Black
DESCRIPTION:It feels like there is a new accounting firm merger announcement every week\, or at least every month! If you’re a marketer in an acquiring firm\, what have you learned about integrating new firms? If you’re a marketer from a firm who has been acquired\, how has it affected you\, your teams and career path? We hope AAM members who have been heavily involved in transactions over the past couple years will join and share their war stories. \nSME \nAlex Drost \n\nAlex Drost is the founder & CEO of Connection Builders\, a purpose-built platform designed to accelerate career development for individuals and drive sustained growth for firms. \nMr. Drost began his career in middle-market investment banking\, most recently as a Vice President of Cascade Partners\, a private investment and investment banking firm serving middle-market companies in the manufacturing\, healthcare\, and business services industries. \nDuring Mr. Drost’s tenure at Cascade\, he led capital raise\, buy-side & sell-side transactions in the consumer-healthcare\, multi-site retail\, and manufacturing industries that totaled nearly $1Bn in transaction value. \nAlex is also the host of the Branch Out Podcast\, where he interviews thought leaders from the accounting\, legal\, and other consulting professions\, who share their unique insights and real-life lessons learned throughout their careers. \nAlex holds a B.B.A. from Northwood University and is a registered CPA in the State of Michigan. \n  \nFacilitators \nRaissa Evans \nRaissa joined Weaver as head of digital and lead gen in 2020\, a full-service national CPA and advisory firm. She began her early career in the technology industry\, then spent 12 years as head of marketing at PKF Texas\, a firm recognized as a market-leader by its peers due to many industry firsts\, winning more than 120 awards along the way. She founded her consultancy Running Reload LLC in 2015 where she works with clients on social optimization and Guided Marketing. \nAs a pioneer of digital strategy for professional services for more than 20 years\, Raissa’s led digital transformations in marketing technology\, web and content strategy and lead generation customer journeys. She speaks regularly on growth strategy\, marketing operations\, digital performance and the like. \nShe hosts AAM’s monthly Virtual Campfire video conference and was AAM Marketer of the Year 2011\, was named “One to Watch” by Accounting Today’s Top 100 Most Influential in Accounting\, is Past President of Houston’s Interactive Marketing Association\, and founder of non-profit Celtic Valor\, which awards scholarships to veterans. \nAmanda Sturdevant \nAmanda is a marketing strategist and project manager with more than fifteen years of experience in accounting marketing. In late 2022\, she joined the Enterprise Marketing team at Baker Tilly\, an IPA Top 10 firm\, through a merger and is still feeling her way around. Prior to the merger\, she spent seven years as Marketing Director at True Partners Consulting (TPC)\, a national tax-only accounting firm with nine offices across the U.S. At TPC\, Amanda provided strategic marketing counsel to the firm’s management team\, managed all forms of marketing communications\, planned conferences and events\, and trained firm professionals on marketing and business development topics. Prior to her role at TPC\, Amanda was the Marketing Director at MorrisAnderson\, a restructuring and turnaround consulting firm. She strongly believes that the most important thing an accounting marketer can do is build trust with the partners and professional staff by learning and understanding their business. \nAmanda earned her MBA in Marketing Strategy & Planning and Brand Management from DePaul University’s Kellstadt Graduate School of Business in Chicago. She is also a proud alumna of the University of Wisconsin – Go Badgers! She works remotely from her home in Connecticut which she shares with her husband and two sons. \nAmanda is the co-host of AAM’s Virtual Campfire video conference series and looks forward to facilitating conversations on topics that help AAM members contribute to the growth of their firms. She also serves at co-chair of AAM’s Virtual Education Committee.  Connect with Amanda on LinkedIn. 
URL:https://accountingmarketing.org/event/virtual-campfire-accounting-is-the-new-black/
CATEGORIES:Virtual Campfire
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20230329T130000
DTEND;TZID=America/Kentucky/Louisville:20230329T140000
DTSTAMP:20230224T151655Z
CREATED:20230125T190851Z
LAST-MODIFIED:20230224T151655Z
UID:5782-1680094800-1680098400@accountingmarketing.org
SUMMARY:AAM High! Webinar: When a Trend Becomes an Opportunity and How to Market It
DESCRIPTION:It’s not unusual for a partner to return from a conference with an idea for a new service\, or a regulation changes that creates an opportunity almost overnight. How should an accounting marketer respond? What role should we take in advising firm leadership on which trends to jump on? How can we quickly build marketing infrastructure for a new service line and what should that infrastructure include? Don’t miss this extremely timely webinar where we’ll hear from three accounting marketers who will walk you through the holistic process ­– from idea to fully operating service line. \nIn this webinar you will learn how to: \n\nAnalyze the market to determine whether a new service line makes sense\nBuild the infrastructure and take the new service to market.\nBring the practice to life and nurture its growth\n\nSpeakers \nJennifer Harrity-Cantero \nJennifer Harrity-Cantero\, SEA brings more than 20 years of business and marketing experience to her role as the founder and leader of the Sensiba Center for Sustainability at Sensiba San Filippo\, SF Bay Area based Top 100 accounting firm. For 10 years Jennifer led the marketing efforts at Sensiba while for five of those last few years simultaneously launching her firm’s sustainability and ESG practice. In 2022\, she successfully transitioned from her marketing role into full-time leading her new client facing practice helping companies move to a purpose-driven\, sustainable business model that includes social and environmental performance\, accountability\, and transparency. \nIn addition to her sustainability practice\, Jennifer hosts the Rebooting Capitalism podcast and serves on the AAM board. She was also honored in 2021 by the San Francisco Business Times as one of the 100 Most Influential Women in Businesses and again in 2022 as a Forever Influential Woman. \nMaddie Murphy \nMaddie Murphy is a manager with Baker Tilly’s Strategy\, Communications and Marketing division and has been with the firm since 2017. She has supported a variety of practice areas\, including tax\, energy\, technology\, transactions and tribes. Recently\, Maddie was selected to help build a new Enterprise Marketing team focused on firmwide\, strategic and innovative initiatives. In the last year\, Maddie has led the go-to-market strategy and launch of the firm’s Environmental\, Social and Governance (ESG) practice. In addition\, Maddie leads local marketing efforts for the firm’s Chicago headquarters. \nMaddie is a change agent and integrative thinker\, motivated by new challenges and innovative ideas. In 2020\, her vision and leadership for a microdocumentary and marketing campaign won Baker Tilly the AAM’s 2020 Marketing Achievement Award in the video and multimedia category. Maddie holds degrees in marketing and management from the University of Wisconsin – Madison. She is also an advocate for sustainable business and is actively pursuing a certificate in Corporate Social Responsibility through University of Colorado Boulder – Leeds School of Business. \nRobin Sojcher \nRobin has over 25 years as a multichannel marketer with extensive experience in Financial Services\, Accounting and Consulting\, and Technology. In her current role as Industry Marketing Leader at BPM LLP\, an accounting and advisory firm that serves emerging and mid-cap organizations\, Robin oversees all marketing\, brand and content initiatives supporting business development and client engagement across the firm’s industry focus areas of Agribusiness\, Blockchain & Digital Assets\, Consumer Business\, Financial Services\, Life Science\, Nonprofit\, Professional Services\, Real Estate\, Technology\, and Wine and Craft Beverage. \nPrior to BPM\, Robin spent thirteen years as a Director of Global Marketing for EY’s financial services management consulting services—the firm’s largest and most profitable business area\, accounting for one-third of EY’s revenue. She’s also held leadership positions at S&P Global\, Bank of America\, PwC\, and LexisNexis. \nModerator: Chris Camara \nChristina Camara is a longtime AAM member and managing editor of INSIDE Public Accounting Monthly. IPA also ranks the top 500 firms in the country and produces the most comprehensive benchmarking report in the profession. \n 
URL:https://accountingmarketing.org/event/aam-high-webinar-when-a-trend-becomes-a-service-and-how-to-market-it/
CATEGORIES:AAM High Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20230315T140000
DTEND;TZID=America/Kentucky/Louisville:20230315T150000
DTSTAMP:20230123T215521Z
CREATED:20230104T183659Z
LAST-MODIFIED:20230123T215521Z
UID:5642-1678888800-1678892400@accountingmarketing.org
SUMMARY:Virtual Campfire: Recruiting Marketing- How are you fighting (and hopefully winning) the talent war?
DESCRIPTION:Potential employees might be the most important audience we can target. What does “recruiting marketing” mean in your firm? What best practices are you transferring from client acquisition strategies to recruitment marketing? How are your roles changing\, given an increased focus on talent acquisition? Please come prepared to share how your firm is fighting (and winning!) the talent war. \nSME \nAlison Simons \nAlison (she/her) for seven great years\, was the head of marketing for a regional CPA firm in Greater Boston where she would joke “if it’s not a tax return or an audit\, it crosses my desk.”  She was responsible for branding and online marketing\, recruiting and firm culture\, business development and proposals\, and more.  Even though she had a job\, she was getting requests from other CPA firms to help with their marketing; which is\, supposedly\, how you know you’re onto something good.  In 2013 she became an entrepreneur.  In order to serve more clients\, she attracted a team of really amazing people who focus on specialty areas within marketing because (get ready for one of her catch phrases) “Marketing is one word that means a lot of things” and it’s all too much for any one person to be good at.  So\, now she focused on working directly with clients on strategies to help them reach their goals while overseeing more of the activities. Alison is a member of MassCPAs\, ProVisors\, and AAM. She has presented multiple times at the MassCPAs annual conference\, and has been featured on the Marketing Mistakes (and how to avoid them)\, and Stop the Noise podcasts. \nFacilitators \nRaissa Evans \nRaissa joined Weaver as head of digital and lead gen in 2020\, a full-service national CPA and advisory firm. She began her early career in the technology industry\, then spent 12 years as head of marketing at PKF Texas\, a firm recognized as a market-leader by its peers due to many industry firsts\, winning more than 120 awards along the way. She founded her consultancy Running Reload LLC in 2015 where she works with clients on social optimization and Guided Marketing. \nAs a pioneer of digital strategy for professional services for more than 20 years\, Raissa’s led digital transformations in marketing technology\, web and content strategy and lead generation customer journeys. She speaks regularly on growth strategy\, marketing operations\, digital performance and the like. \nShe hosts AAM’s monthly Virtual Campfire video conference and was AAM Marketer of the Year 2011\, was named “One to Watch” by Accounting Today’s Top 100 Most Influential in Accounting\, is Past President of Houston’s Interactive Marketing Association\, and founder of non-profit Celtic Valor\, which awards scholarships to veterans. \nAmanda Sturdevant \nAmanda is a marketing strategist and project manager with more than fifteen years of experience in accounting marketing. In late 2022\, she joined the Enterprise Marketing team at Baker Tilly\, an IPA Top 10 firm\, through a merger and is still feeling her way around. Prior to the merger\, she spent seven years as Marketing Director at True Partners Consulting (TPC)\, a national tax-only accounting firm with nine offices across the U.S. At TPC\, Amanda provided strategic marketing counsel to the firm’s management team\, managed all forms of marketing communications\, planned conferences and events\, and trained firm professionals on marketing and business development topics. Prior to her role at TPC\, Amanda was the Marketing Director at MorrisAnderson\, a restructuring and turnaround consulting firm. She strongly believes that the most important thing an accounting marketer can do is build trust with the partners and professional staff by learning and understanding their business. \nAmanda earned her MBA in Marketing Strategy & Planning and Brand Management from DePaul University’s Kellstadt Graduate School of Business in Chicago. She is also a proud alumna of the University of Wisconsin – Go Badgers! She works remotely from her home in Connecticut which she shares with her husband and two sons. \nAmanda is the co-host of AAM’s Virtual Campfire video conference series and looks forward to facilitating conversations on topics that help AAM members contribute to the growth of their firms. She also serves at co-chair of AAM’s Virtual Education Committee.  Connect with Amanda on LinkedIn. 
URL:https://accountingmarketing.org/event/virtual-campfire-recruiting-marketing-how-are-you-fighting-and-hopefully-winning-the-talent-war/
CATEGORIES:Virtual Campfire
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20230314T113000
DTEND;TZID=America/Kentucky/Louisville:20230314T123000
DTSTAMP:20230110T181151Z
CREATED:20230110T181151Z
LAST-MODIFIED:20230110T181151Z
UID:5677-1678793400-1678797000@accountingmarketing.org
SUMMARY:New Member Welcome Call
DESCRIPTION:So you’ve joined the Association for Accounting Marketing… Now what? \nJoin us for an open discussion about what it means to be an AAM member at our New Member Welcome! \nThis call will provide an opportunity for you to: \n– Connect with other new members\n– Review member benefits\n– Learn about AAM Connect\, the online members only platform which offers a wealth of tools and information\n– Ask questions and have an open discussion \nHosted by the Member Growth Committee. \nWe look forward to connecting with you!
URL:https://accountingmarketing.org/event/new-member-welcome-call-5/
CATEGORIES:New Member Welcome Call
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20230307T130000
DTEND;TZID=America/Kentucky/Louisville:20230307T140000
DTSTAMP:20230302T220714Z
CREATED:20230217T143415Z
LAST-MODIFIED:20230302T220714Z
UID:5886-1678194000-1678197600@accountingmarketing.org
SUMMARY:Business Development Roundtable: Business Development Compensation
DESCRIPTION:It’s time to address the elephant in the room – Business Development (BD) compensation!  We are all curious to find out how and how much BD professionals are compensated. AAM’s BD Committee took an unofficial poll to uncover what BD comp plans look like in the Top 50 to Top 300 firms. What we learned is that the only commonality between the compensation plans we saw were that they are all different! \nJoin us for a friendly roundtable discussion (yes\, we want you to participate) where we’ll show you actual BD comp plans and you’ll have the opportunity to ask your burning questions. All business development and marketing crossover professionals are welcome and encouraged to attend! \nHosts \nJohn Meislahn – Director of Business Development\, Pisenti & Brinker \n \nJohn Meislahn has over 25 years of experience in banking and joined Pisenti & Brinker LLP as the Director of Business Development in 2017. He was formerly with Exchange Bank for 20 years as Vice President and Manager of Business Development. John’s role includes bringing new business into the firm\, marketing\, and community involvement. \nA graduate from UCLA with a BA in Sociology and Minor in Business\, John also holds a Masters Certificate from Pacific Coast Banking School at the University of Washington. \n  \n  \nChris Perrino – Principal\, Business Development\, Barnes Dennig \nChris has been with Barnes Dennig for over 20 years and plays an active role in helping the firm grow and prosper. He works closely with firm leadership to meet the evolving needs of new and existing clients. The overarching goal of Chris’ role at the firm is to build relationships with prospective clients and introduce them to the firm’s specialists who can help to minimize taxes and solve significant business challenges. He also coaches firm leaders to build industry service areas as well as market practice areas. \n  \n  \nRalph MacNamara – Principal\, Business Development\, Kaufman Rossin \n \nRalph MacNamara leads Kaufman Rossin’s business development department and is responsible for driving the firm’s growth strategies for all service lines and industry teams. He was named Business Development Principal in 2017 and oversees new client targeting and cross-sell initiatives\, sales operations\, proposal team\, sales training\, firmwide sponsorships and firm hosted events. \nRalph joined the firm in a sales role in 2008 and quickly became adept at selling virtually all service lines to clients in a wide variety of industries. Moreover\, he has helped launch over a dozen new advisory services\, delivered rainmaker training to professionals at all levels and provides one-on-one sales coaching to senior professionals and principals\, alike. \nA lifelong resident of South Florida\, Ralph has served on a variety of local\, state and national boards and received several leadership awards recognizing his volunteer efforts.
URL:https://accountingmarketing.org/event/business-development-roundtable-business-development-compensation/
CATEGORIES:Business Development Roundtable
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