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DTSTART;TZID=America/Kentucky/Louisville:20260922T130000
DTEND;TZID=America/Kentucky/Louisville:20260922T143000
DTSTAMP:20260915T212358Z
CREATED:20260730T123842Z
LAST-MODIFIED:20260915T212358Z
UID:11121-1790082000-1790087400@accountingmarketing.org
SUMMARY:Learning Lab: Empowering Future Firm Leaders Through Marketing & Business Development Training
DESCRIPTION:Program Description\nWhat 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 skills\, confidence\, and accountability to actively engage in marketing and business development. \nIn just three years\, the KS Marketing Academy has evolved into a proven system with classes on networking\, LinkedIn\, client experience\, personal branding\, and more\, all backed by a scoring matrix that ties activities directly to staff evaluations. The results are compelling: more than 75% of staff engaged in at least one activity in 2025/26\, logging over 500 activities that advanced both their careers and the firm’s growth. \nThis hands-on workshop goes beyond “here’s what we did” to deliver step-by-step guidance you can apply immediately\, including: \n• How to structure a marketing & BD training program staff will actually use. \n• How to integrate AI to streamline content creation and execution. \n• How to measure\, monitor\, and reward participation so efforts stick. \nWhen the session is over\, you’ll have a practical roadmap for turning marketing and sales into a shared responsibility and a measurable growth driver across your firm. Class participants will also receive copies of three full class presentations from the 2025 KS Marketing Academy classes. \nTarget audience: Intermediate: Hands-on and Practical Application. Beneficial to attendees who do both marketing and business development. \nGood for firms of all sizes. \n  \nSpeaker \n\nAmy Delaney \nAmy is the director of marketing & business development at Kernutt Stokes\, a top-ranked CPA firm in Oregon. With 20 years of professional services marketing experience\, she leads her firm’s marketing\, brand\, and business development strategies. Since joining in 2020\, she has transformed KS’s marketing into innovative\, measurable\, and creative programs. Known for blending big-picture strategy with hands-on execution\, she is also committed to building a strong internal culture through our KS Marketing Academy and KS Keystones programs. She is active in AAM’s “Department of One” Circle and BDO Alliance’s Marketing Roundtable\, and has spoken at events across the country\, including AAM Summit\, BDO Alliance USA Evolve\, the ABA Bank Marketing Conference\, and the University of Oregon. \nAmy created the KS Marketing Academy in 2022 to equip her firm’s staff with strategies and skills to succeed in marketing and business development. The program empowers staff to grow their careers while directly advancing firm goals. The program provides a tangible way of monitoring\, measuring\, and evaluating staff involvement. Over 75% of staff – from associates to managers – participated in 2025/2026\, with more than 500 activities recorded. \nWhen she is not working\, Amy she is with her dog Finnegan\, spending time with her family and friends\, cheering on the Oregon Ducks\, watching sports\, traveling\, gardening\, cooking\, or wine tasting.
URL:https://accountingmarketing.org/event/learning-lab-empowering-future-firm-leaders-through-marketing-business-development-training/
CATEGORIES:Training
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260923T140000
DTEND;TZID=America/Kentucky/Louisville:20260923T150000
DTSTAMP:20260915T212315Z
CREATED:20251216T150839Z
LAST-MODIFIED:20260915T212315Z
UID:9946-1790172000-1790175600@accountingmarketing.org
SUMMARY:Virtual Campfire: The Marketing Ops Makeover
DESCRIPTION: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. \nWhat is a Virtual Campfire? Pull up a seat and join fellow accounting marketers around the virtual campfire for peer-to-peer conversations about what’s really happening in our firms. These informal\, member-driven sessions are designed as a safe space to share pressing challenges\, compare notes\, and learn from each other’s experiences. Co-hosted by industry veterans\, Kelsey Brewer (CMO at McGuire Sponsel) and Alyson Fieldman (CGO at Stambaugh Ness)\, each virtual campfire features at least one subject matter expert to share their wisdom. \nThere’s no formal presentation – just open\, candid dialogue. Regardless of the topic du jour\, this is your place to ask questions\, swap stories\, and crowdsource solutions with people who truly get it. Open to AAM members at all career levels and in all roles. Come ready to share\, listen\, and leave with fresh perspective\, practical ideas\, and the reassuring reminder that you’re not in this alone. \nSpeaker \nMike Jones | Managing Partner & CEO\, at Resound \n\nMike is Managing Partner & CEO at Resound. He works directly with accounting (and other professional services) firms to unlock their remarkable brands through his award-winning branding agency\, Resound – established in 2009. His agency has worked with many accounting firms to establish\, refine\, and grow their brands\, not least Richey May\, Rea & Associates\, Brown Plus\, Henry+Horne\, Larson\, and Weinstein Spira. \n\n\nMike also co-founded Kindred – a BD consultancy that helps professional services to improve their client acquisition and retention through relationship-first sales strategies. \n\n\n(He also founded his own apparel brand devoted to American political history\, called Taftly. But that’s a story for another time.) \n\n\nMike has been a member of the Association for Accounting Marketing since 2017 chairing the AAM Podcast Committee and leading the Public Speaking Circle. He and his team at Resound have developed the first ever brand differentiation measurement in the accounting industry known as the Remarkarband Index for Accounting Firms. \n\n\nIn 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 as well as a 35-Under-35 entrepreneurial award from the Arizona Republic in 2016. \n\nMike lives in the very sunny vale of Mesa\, AZ with his wife and three kids. When he’s not working hard he’s backpacking in the mountains\, reading a history book\, or drinking a good cup of coffee…sometimes all three at the same time. If you want to connect\, LinkedIn’s usually where you’ll find him – linkedin.com/in/remarkamike.
URL:https://accountingmarketing.org/event/virtual-campfire-the-marketing-ops-makeover/
CATEGORIES:Virtual Campfire
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20261008T150000
DTEND;TZID=America/Kentucky/Louisville:20261008T160000
DTSTAMP:20260915T212058Z
CREATED:20260803T125858Z
LAST-MODIFIED:20260915T212058Z
UID:11131-1791471600-1791475200@accountingmarketing.org
SUMMARY:Webinar: Elevating the Client Experience by Enhancing Executive Functioning Skillsets
DESCRIPTION: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. \nWe’ll examine how human behavior intersects with the environments and systems we design\, and how thoughtful structure and support can improve both individual performance and organizational regulation. In today’s accounting firms\, marketers are increasingly called on to act as translators\, planners\, and problem-solvers. Understanding these dynamics requires a blend of strategy\, psychology\, and systems thinking to meet the evolving demands of the modern workforce and client base. \nWhat does this look like in practice? Consider the difference between ease\, clarity\, and shared responsibility versus avoidance\, miscommunication\, and reactive behavior driven by constant urgency. These patterns are easy to recognize\, but far more challenging to shift. That’s where awareness and intentional design come in to build foundational skills and frameworks that are flexible\, scalable\, and aligned with the expectations of today’s firm leaders and next-generation clients. \nThis session positions executive functioning not as an HR concept\, but as a business lever. When firms reduce friction\, improve follow-through\, and create more predictable client interactions\, they save time\, reduce rework\, and protect margins while also addressing the very real pressures of stress and burnout that affect teams across the profession. \nUltimately\, this is an investment in internal infrastructure that pays dividends externally. By streamlining workflows and strengthening the client experience\, firms can increase efficiency and compliance without relying on outdated incentive models. The shift doesn’t happen all at once\, but it does start with consistently applying intentional habits\, one decision at a time. \n  \nSpeaker\nBrandee El-Attar: Award winning Assistant Professor of Human Services at Goldey Beacom College\, Ted X Speaker\, Best Selling Author\, Executive Functioning Coach\, Founder of Luminary Leadership Co.  \nBrandee is a dynamic and forward-thinking leader with 25+ years in human services\, dedicated to empowering students\, parents\, and communities. As a keynote speaker\, workshop facilitator\, and college educator\, she brings authenticity\, energy\, and practical insights to every engagement. Passionate about creating positive cultures and being a change agent for good\, Brandee bridges the gap between knowledge and real-life application. With expertise in behavioral principles\, motivation\, and best practices\, she fosters collaboration\, inspires growth\, and creates lasting impact across industries through her meaningful\, high-quality work. \nOn a personal note\, Brandee strives to live a life that is brimming with love\, light\, and meaningful experiences and she is dedicated to personal growth\, continual improvement\, and positive change. She routinely bucks the status quo and believes deeply in purposeful parenting. She is an avid lover of books\, coffee\, chocolate\, inspirational quotes\, gardening & exploring the great outdoors with her family. She is also a passionate writer about “all things parenting and personal growth”. Brandee lives in Landenberg PA with her husband Karee\, her three children (Caleb\, Owen & Sophee) and golden retriever (Copper) and ragdoll kitty (Malcolm).
URL:https://accountingmarketing.org/event/webinar-elevating-the-client-experience-by-enhancing-executive-functioning-skillsets/
CATEGORIES:AAM High Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20261021T130000
DTEND;TZID=America/Kentucky/Louisville:20261021T140000
DTSTAMP:20260921T180538Z
CREATED:20260921T180538Z
LAST-MODIFIED:20260921T180538Z
UID:11318-1792587600-1792591200@accountingmarketing.org
SUMMARY:Roundtable: Charming Is an Expensive Mistake: What Accounting Firms Need to Get Right When Hiring Sales Professionals
DESCRIPTION: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 growth. In this interactive roundtable\, three experienced growth leaders will explore what firms need to get right when hiring sales professionals and creating the conditions for them to succeed. \n\nThis conversation will cover the following themes: \n\nHiring Strategy: How to build a successful hiring strategy around budget\, target markets\, role expectations\, performance measures\, and firm culture.\nInterviewing Strategy: How to use a disciplined interviewing process that looks beyond chemistry and “gut feel” to assess sales skills\, fit\, and performance.\nPerformance Expectations: How to define ramp-up time\, revenue goals\, and the support a firm must provide for a new sales professional to succeed.\n\nThe panel will also explore how these approaches should adapt based on firm size and growth goals\, with time for participants to bring their own questions and challenges. \n  \nRoundtable Participants \nAngel Morgan\, Chief Business Development Officer at Cherry Bekaert / Angel’s LinkedIn Profile \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. \n  \nJeff Tillman\, Managing Director\, National Business Development at Crowe / Jeff’s LinkedIn Profile \nJeff Tillman is a business development and sales transformation leader with deep experience helping professional services organizations grow through stronger client relationships\, scalable sales infrastructure\, and high-performing teams. As National Business Development Managing Director at Crowe\, one of the largest public accounting and consulting firms in the United States\, Jeff leads national growth initiatives and works closely with partners\, sales professionals\, and client-facing teams to strengthen go-to-market execution across industries and service lines. \nJeff has played a key leadership role in Crowe’s sales transformation efforts\, including the development of a firmwide sales methodology\, implementation of a CRM system\, and adoption of AI-enabled sales technology. His work focuses on aligning people\, process\, and technology to improve sales effectiveness\, deepen client engagement\, and support long-term strategic growth. \nKnown for his collaborative leadership style\, Jeff is passionate about mentoring and coaching business development professionals\, building future leaders\, and creating practical training programs that help teams perform with greater confidence and consistency. His career also includes leadership roles in consulting and professional services with Tatum and Robert Half\, as well as board and community leadership through Casa Pacifica and the Association for Corporate Growth 101 Corridor. \nJeff holds an MBA in Finance from Loyola Marymount University and a BS in International Business and Finance from California State University\, Northridge. \n  \nAmy Franko\, CEO of Amy Franko Associates / Amy’s LinkedIn Profile \nAmy Franko is a leading voice for growth in professional services. She works with mid-market professional services firms to significantly improve growth through her sales strategy and BD skill development programs. \nHer book\, The Modern Seller\, is an Amazon best seller. She is also recognized by LinkedIn as a Top Sales Voice. \nAmy has been an active member of AAM since 2019\, sponsoring the major firms programs\, speaking at Summit\, and participating in the Business Development Advisory Group and Environmental Scanning Council.
URL:https://accountingmarketing.org/event/roundtable-charming-is-an-expensive-mistake-what-accounting-firms-need-to-get-right-when-hiring-sales-professionals/
CATEGORIES:Business Development Roundtable
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20261022T130000
DTEND;TZID=America/Kentucky/Louisville:20261022T143000
DTSTAMP:20260915T212040Z
CREATED:20260819T125506Z
LAST-MODIFIED:20260915T212040Z
UID:11177-1792674000-1792679400@accountingmarketing.org
SUMMARY:Learning Lab: Unlock Your HubSpot Potential
DESCRIPTION: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 through real-time implementation of customized solutions they can take directly back to their firms. \nLearning Outcomes: \n\nActivate automated workflows linking pipelines to trigger-based communications.\nEfficiently manage contacts and leads with processes designed for limited paid license scenarios.\nUtilize custom record views\, objects\, and user permissions.\nLeverage AI features to enhance effectiveness.\n\n  \nSpeaker \nAnna Clyburn\, Digital Marketing Specialist\, Brown Edwards \nAs the Digital Marketing Specialist at Brown Edwards since 2021\, Anna leverages her 16 years of marketing experience to drive the firm’s digital transformation. Anna serves as the firm’s HubSpot champion with 9 years of platform expertise\, developing custom workflows and leading internal training initiatives. Her role encompasses managing digital advertising campaigns\, supporting business development efforts\, and overseeing special projects\, including their annual client satisfaction survey\, cross-selling initiatives\, ICP development\, and process creation. Anna specializes in seamlessly integrating digital strategies across all communications while managing Brown Edwards’ website\, digital presence\, and comprehensive campaign planning that enhances the firm’s market position.
URL:https://accountingmarketing.org/event/learning-lab-unlock-your-hubspot-potential/
CATEGORIES:Training
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20261103T130000
DTEND;TZID=America/Kentucky/Louisville:20261104T140000
DTSTAMP:20260915T211941Z
CREATED:20260824T204707Z
LAST-MODIFIED:20260915T211941Z
UID:11209-1793710800-1793800800@accountingmarketing.org
SUMMARY:AAM High! Webinar: Techniques for Marketing Authenticity: Being Human!
DESCRIPTION: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 human connection. Bring your questions about internal marketing authenticity within your firms as well as how to showcase the humanity of your people across marketing channels. \n  \nSpeakers \nDawn Wagenaar \nDawn Wagenaar is a brand strategist and principal of Ingenuity Marketing Group in St. Paul\, Minnesota. Dawn consults on branding as the foundation of firm marketing and growth through research\, fractional marketing and analysis of results. She is a past board member of AAM national and currently serves on the programming committee. Her humanity shines through on social media and at conferences as someone who likes to have fun\, maintain longtime friend connections and take care of her family\, including her two goldens. \nChristine Nelson  \nChristine Nelson is a communications consultant for Ingenuity Marketing Group\, and she leads strategies for persuasive marketing content. Her favorite work is elevating the authentic reputation of her clients. Christine supports outsourced marketing research\, PR\, content and crisis communications for professional service firm leaders. Her humanity is defined by harmony with living things\, from people to animals\, plants and creatures. Her newest hobby is rescuing earthworms after rainstorms.
URL:https://accountingmarketing.org/event/aam-high-webinar-techniques-for-marketing-authenticity-being-human/
CATEGORIES:AAM High Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20261105T130000
DTEND;TZID=America/Kentucky/Louisville:20261105T140000
DTSTAMP:20261022T124421Z
CREATED:20261008T155750Z
LAST-MODIFIED:20261022T124421Z
UID:11448-1793883600-1793887200@accountingmarketing.org
SUMMARY:Roundtable: The Seller-Doer Shift: Building Business on Purpose
DESCRIPTION: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 can work together to grow the firm. \nLEARNING OBJECTIVES \nBy the end of this session\, you will: \n\nLearn what a good seller-doer looks like and how to measure it at your firm.\nDiscover how to protect time for BD during busy weeks and where to focus it: current clients\, referral sources\, or new prospects.\nPick up practical ways for client service and BD to divide the work and help each other grow the firm.\n\nSPEAKERS \nTracy Kapteyn | Chief Growth Officer\, Duffy Kruspodin\, LLP \nAs Chief Growth Officer at Duffy Kruspodin\, LLP\, Tracy Kapteyn leads the firm’s unified growth strategy\, working across the organization to identify opportunities\, connect initiatives\, and build the capabilities needed to scale. She also serves as Chief Marketing Officer\, where she is transforming the firm’s marketing operations into a digital-first\, AI-accelerated platform for scalable growth. \nWith more than 25 years of experience across professional services and other industries\, Tracy brings a broad perspective to how organizations grow and evolve. Her experience spans growth strategy\, business transformation\, service innovation\, and new revenue development\, among other areas. \nAt Duffy Kruspodin\, Tracy is advancing a more intentional approach to growth through client and business development\, new service development\, and strategic acquisitions. Equally important is her work strengthening the firm’s growth enablers\, including data and analytics\, technology\, AI adoption\, and operational improvements that support execution and scale. \nBefore joining Duffy Kruspodin\, Tracy founded and led ThinkpinTK LLC\, a fractional Chief Growth Officer consultancy serving accounting firms and mid-market businesses. She previously served as Chief Growth Officer at Windes and EVP of Marketing at CeriFi\, where she led initiatives spanning growth strategy\, service development\, brand evolution\, and digital transformation. \nHer Skinny Playbook™ framework helps organizations simplify complexity\, align priorities\, and translate strategy into action. Tracy believes some of the greatest growth opportunities come from challenging conventional thinking and seeing possibilities others may overlook. \n  \nMandi Simpson | Partner\, Crowe \nMandi is the partner in charge of Crowe’s Accounting Advisory and Finance Transformation practice. Based in Atlanta and serving clients since 2004\, she leads a team that simplifies complex accounting challenges—providing specialized technical expertise\, streamlining financial reporting\, and guiding strategic transactions and operational improvements so organizations can focus on growth. She and her team assist institutions in working through adoption of new accounting standards\, complex reporting requirements and strategic transactions. From 2016-2018 she served as a Professional Accounting Fellow in the Office of the Chief Accountant of the Office of the Comptroller of the Currency (OCC). At the OCC\, she spent much of her time on the agency’s CECL initiatives\, including liaising with the standard-setters\, developing and delivering examiner CECL training\, and working across the OCC to develop agency and interagency policies and positions. She co-led Crowe’s audit and advisory methodologies around CECL upon her return to the firm. \n  \nLuis Reyes| Partner\, Cherry Bekaert \nA Certified Public Accountant with extensive experience in public auditing\, assurance and consulting\, Luis serves a wide variety of industries\, including professional services\, industrial manufacturing\, technology and real estate and construction. Clients served in these industries range from private to venture-backed and SEC (Securities and Exchange Commission) registrants. \nLuis is committed to helping his clients receive all the resources they deserve at the right time to meet or exceed expectations\, demonstrating the Firm’s commitment to serving organizations without bureaucracy. He also focuses on providing accounting\, auditing and advisory services to fast-growing companies. \nLuis is actively involved and has participated in numerous buy-side and sell-side arrangements for a diverse range of industries. He has provided transaction advisory services to private equity groups and strategic buyers by performing accounting and financial due diligence in connection with mergers and acquisitions.
URL:https://accountingmarketing.org/event/roundtable-the-seller-doer-shift-building-business-on-purpose/
CATEGORIES:Business Development Roundtable
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20261110T113000
DTEND;TZID=America/Kentucky/Louisville:20261110T123000
DTSTAMP:20260915T211843Z
CREATED:20251113T153309Z
LAST-MODIFIED:20260915T211843Z
UID:9865-1794310200-1794313800@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 \nWe look forward to connecting with you!
URL:https://accountingmarketing.org/event/new-member-welcome-nov-2026/
CATEGORIES:New Member Welcome Call
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20261110T130000
DTEND;TZID=America/Kentucky/Louisville:20261110T140000
DTSTAMP:20261009T143610Z
CREATED:20261009T143610Z
LAST-MODIFIED:20261009T143610Z
UID:11456-1794315600-1794319200@accountingmarketing.org
SUMMARY:Webinar: How Lutz Built a Top 20 Brand From the Inside Out
DESCRIPTION: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. \nWe’ll open Lutz’s Index scorecard and look at what it measures. Then Merrick will share what’s behind the numbers: why Lutz started with a strong internal brand\, how they keep one unified brand across divisions\, and how it’s helped the firm grow. You’ll leave with ideas you can use at your own firm\, and an opportunity to get your own custom scorecard for free. \nBring your questions. We’ll save the last 15 minutes for open Q&A. \n  \nSpeakers\n \nMike Jones\, CEO Partner at Resound \nMike is an award-winning brand consultancy owner\, author\, speaker\, and strategist\, helping accounting firms make their brands remarkable with authentic identity and storytelling. When he’s not doing all that jazz he’s building LEGO with his kids\, reading a history book\, or drinking a good cup of coffee…sometimes all three at the same time. \n  \nSam Pagel\, COO & Partner at Resound  \nSam leads video production and brand storytelling at Resound\, helping accounting firms communicate their identity authentically through strategic visual content. He worked alongside Resound for over 6 years before officially joining forces. When he’s not behind the camera or in the editing bay\, Sam is embarking on adventures with his wife\, Ashley\, and their three little kiddos. \n  \nMerrick Aurora\, Chief Marketing Officer at Lutz \nMerrick Aurora\, Chief Marketing Officer\, began her career in 2014. Since joining Lutz\, she has advanced from a marketing coordinator to the firm’s first CMO—building both a high-performing team and a trusted brand along the way. \nIn her role\, Merrick leads the development and execution of Lutz’s brand strategy across all offices\, ensuring alignment between internal culture and external messaging. She fosters cross-divisional collaboration and works closely with firm leadership to elevate the client experience and fuel growth. Her strengths lie in connecting the firm’s vision with divisional goals\, enhancing business development efforts\, and generating proactive ideas that keep the firm moving forward. Known for her energy and clarity\, Merrick excels at bringing large-scale projects to life and advancing strategic initiatives that drive the firm’s momentum.
URL:https://accountingmarketing.org/event/webinar-how-lutz-built-a-top-20-brand-from-the-inside-out/
CATEGORIES:AAM High Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20261118T140000
DTEND;TZID=America/Kentucky/Louisville:20261118T150000
DTSTAMP:20260915T211826Z
CREATED:20251216T151121Z
LAST-MODIFIED:20260915T211826Z
UID:9948-1795010400-1795014000@accountingmarketing.org
SUMMARY:Virtual Campfire: Closing Strong: Your Year-End Planning Playbook
DESCRIPTION:The final quarter sets the tone for the year ahead\, and smart planning can mean the difference between scrambling and succeeding. We’ll discuss how to prioritize initiatives\, align with firm leadership\, and build a plan that’s both strategic and realistic. Join us for a collaborative session that will help you enter the new year with clarity\, momentum\, and confidence. \nWhat is a Virtual Campfire? Pull up a seat and join fellow accounting marketers around the virtual campfire for peer-to-peer conversations about what’s really happening in our firms. These informal\, member-driven sessions are designed as a safe space to share pressing challenges\, compare notes\, and learn from each other’s experiences. Co-hosted by industry veterans\, Kelsey Brewer (CMO at McGuire Sponsel) and Alyson Fieldman (CGO at Stambaugh Ness)\, each virtual campfire features at least one subject matter expert to share their wisdom. \nThere’s no formal presentation – just open\, candid dialogue. Regardless of the topic du jour\, this is your place to ask questions\, swap stories\, and crowdsource solutions with people who truly get it. Open to AAM members at all career levels and in all roles. Come ready to share\, listen\, and leave with fresh perspective\, practical ideas\, and the reassuring reminder that you’re not in this alone
URL:https://accountingmarketing.org/event/virtual-campfire-closing-strong-your-year-end-planning-playbook/
CATEGORIES:Virtual Campfire
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