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DTSTART;TZID=America/Kentucky/Louisville:20260211T130000
DTEND;TZID=America/Kentucky/Louisville:20260211T140000
DTSTAMP:20260116T164929Z
CREATED:20260116T164929Z
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UID:10095-1770814800-1770818400@accountingmarketing.org
SUMMARY:AAM High Webinar: Smarter Growth Through Client-Centric Collaboration
DESCRIPTION:Clients don’t want a pitch; they want to feel understood. This session shows how marketing and BD can partner to create personalized approaches that resonate with decision-makers and drive growth. Through examples and practical steps\, we’ll explore how to use data\, insights\, and collaboration to build trust and deliver value. \nLearning Objectives: \n\nPersonalize with purpose: why tailored outreach wins more trust than generic messaging.\nCollaborate in practice: examples of marketing + BD teaming up on proposals\, outreach\, and events.\nTurn insights into action: converting data and intel into engagement that matters to clients.\n\nSpeakers \nJosh Woods | Director of Practice Growth\, Lane Gorman Trubitt\, LLC \nJosh is a growth-focused leader and trusted advisor at LGT\, where he brings more than 25 years of experience in business development and marketing to cultivate strong client relationships and expand the firm’s reach. He is adept at developing and executing targeted marketing campaigns that not only attract new clients but also strengthen relationships with existing ones\, contributing to the firm’s consistent year-over-year growth. His skills span marketing strategy\, content marketing\, brand management\, and social media marketing\, all informed by data-driven insights from project management and big data analytics. \nA veteran of the U.S. Air Force Reserve and former board member of the Texas Healthcare Advisory Council\, Josh brings a unique blend of leadership experience and business acumen to LGT. He is committed to fostering a culture of client service excellence and driving sustainable growth for the firm. His ability to connect with clients on a personal level has been instrumental in building long-term partnerships and driving repeat business. \n\nAlex Salvo | Business Development Director\, Lane Gorman Trubitt\, LLC \nAlex is a Texas-based business development leader with 11 years of experience in professional services\, working with business owners and executives during periods of growth\, complexity\, and change. She is especially passionate about supporting local\, owner-led Texas businesses and strengthening the communities they’re built in. She currently serves in business development for a 75-year-old\, Dallas-based CPA firm\, Lane Gorman Trubitt\, where she partners with companies navigating audit\, tax\, and accounting consulting needs. \nHer business development approach is simple and maybe old-school: show up\, be useful\, be curious\, tell the truth\, provide value before there’s ever an ask (and most importantly)\, see it through. While sales is often treated as an individual contributor role\, Alex believes real growth happens through collaboration\, and that tight alignment between business development and marketing is one of the most powerful and underestimated assets inside a firm. That mindset has made her a trusted partner to business owners across industries. \n 
URL:https://accountingmarketing.org/event/aam-high-webinar-smarter-growth-through-client-centric-collaboration/
CATEGORIES:AAM High Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260226T130000
DTEND;TZID=America/Kentucky/Louisville:20260226T140000
DTSTAMP:20260203T164644Z
CREATED:20260203T164644Z
LAST-MODIFIED:20260203T164644Z
UID:10176-1772110800-1772114400@accountingmarketing.org
SUMMARY:AAM High! Webinar: The 60% Problem with Your Website: How AI is Impacting Your Web Traffic and What to Do About It
DESCRIPTION:It’s estimated that 60% of Google searches no longer result in clicks to a website\, thanks to the growing role of AI search. From AI snippets snagging prime Google real estate to users using ChatGPT\, Gemini\, and other gen-AI platforms to ask questions\, marketers have a dilemma: embrace and adapt to AI search or continue to lose organic traffic. Because this isn’t really a choice\, marketers must choose how to incorporate AI into their digital strategy. But where to start? This AAM High! webinar will lead attendees through the following core topics:\n\nUnderstanding the differences between traditional search and AI search\nApplying AI search to the new and improved (is it really though?) Google search model (and what that looks like on the website)\nOptimizing for AI search through tactics like user intent\, question-based terms\, content structure\, and more\nLeveraging AI to make content development easier and more efficient\n\nBrian will break down the technical jargon so attendees leave knowing what they can do to upgrade their existing website\, no large-scale redesign required. \n\nSpeaker \nBrian Swanson | Chief SEO Strategist\, Flashpoint Marketing \nBrian started his career in accounting marketing in 1998\, gaining experience in consulting and in-house accounting marketing before founding FlashPoint\, an SEO and digital marketing agency\, in 2011. Since that time\, Brian has been a featured speaker and thought leader in the profession on web development\, UX optimization\, and SEO. The combination of his technical knowledge and practical experience have made him the “go to” consultant for firms seeking to transform their website into a lead generation tool. Brian served on the Board of Directors for AAM from 2014-2018\, the Chair of the Website Committee and in several other volunteer roles. He was a contributor to AAM’s SEO certification course and regularly speaks to accounting associations about SEO and GEO. \nBrian has a unique perspective gained from working with over 30 firms at different points in the digital marketing journey. This gives me the opportunity to meet marketers where they are and offer practical guidance on how to move efforts forward. More importantly\, recent presentations at prior Summits have been well rated and praised for it’s flow\, informal and engaging style\, and quick-witted presentations. Ultimately\, he is able to provide the “facts” but adapt to different firm’s environments to help marketers find a way to success. \nOutside of work\, Brian enjoys travelling and has visited over 32 countries. When not travelling he enjoys volunteering within the community and go on regular runs.
URL:https://accountingmarketing.org/event/aam-high-webinar-the-60-problem-with-your-website-how-ai-is-impacting-your-web-traffic-and-what-to-do-about-it/
CATEGORIES:AAM High Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260303T130000
DTEND;TZID=America/Kentucky/Louisville:20260303T140000
DTSTAMP:20260204T192614Z
CREATED:20260203T164320Z
LAST-MODIFIED:20260204T192614Z
UID:10174-1772542800-1772546400@accountingmarketing.org
SUMMARY:AAM High! Webinar: How Top-Performing Firms Win: Lessons from the 2026 Remarkabrand Martech Report for Accounting Firms
DESCRIPTION:In the fast-moving digital landscape\, accounting firms often find themselves caught in a cycle of acquiring new tools without ever fully mastering them. The 2026 Remarkabrand Martech Report for Accounting Firms gives you an in-depth exploration of the latest industry data to see how accounting firms of all sizes\, from micro-practices to enterprise organizations\, are building their digital foundations. We will move past the hype of “new” tech and focus on the high-impact adjustments that drive firm growth and a better client experience. \nSpeakers \n \nSam Pagel  \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  \n  \nCameron Roberts \nCameron supports business development and marketing strategy at Resound\, specializing in LinkedIn Sales Navigator outreach\, CRM optimization\, and helping accounting firms build stronger client relationships through strategic digital marketing. Outside of work\, you’ll likely find Cam drinking specialty coffee or watching a Premier League game. \n  \n  \nJason Hendrix \nJason is a strategic\, data-driven leader with nearly two decades of experience in digital marketing and communications. He specializes in managing technology stacks\, advanced analytics\, and integrating AI to enhance operational efficiency across professional services organizations. Outside of work\, he’s likely in “build mode” with his children\, creating their own episode of LEGO Masters with a collection topping 400\,000+ bricks.
URL:https://accountingmarketing.org/event/aam-high-webinar-how-top-performing-firms-win-lessons-from-the-2026-remarkabrand-martech-report-for-accounting-firms/
CATEGORIES:AAM High Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260310T113000
DTEND;TZID=America/Kentucky/Louisville:20260310T123000
DTSTAMP:20251113T152706Z
CREATED:20251113T152608Z
LAST-MODIFIED:20251113T152706Z
UID:9856-1773142200-1773145800@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-mar-2026/
CATEGORIES:New Member Welcome Call
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260311T140000
DTEND;TZID=America/Kentucky/Louisville:20260311T153000
DTSTAMP:20260219T195336Z
CREATED:20260120T205337Z
LAST-MODIFIED:20260219T195336Z
UID:10099-1773237600-1773243000@accountingmarketing.org
SUMMARY:Learning Lab: Strategic Client & Prospect Development: The Key to Growth
DESCRIPTION:Deepening relationships and understanding with both your clients and your prospects is the most critical applied skill for growth. Yet\, in daily practice\, this vital discipline is too often postponed\, haphazard\, or relegated to a secondary priority. The absence of visible urgency\, immediate client needs\, or clear account objectives leads professionals to confuse general account nurturing with true strategic account development. Most don’t realize that they are allowing their opportunity for stronger client and prospect relationships\, increased value\, and more consistent growth to slip. \nIn this session we’ll explain what strategic account development really is and how it fits into the process of growth. More important\, we’ll provide you with recommendations and tools to equip you to embed disciplined strategic account development within your firm\, helping you to more effectively expand clients work and acquire new clients from your strategic prospect accounts. \nWhat you will gain: \n\nA clear path for gaining\, building\, and evolving client relationships through the process of growth\, including how account development fits within the core flow of activities.\nA simple process you can adopt to begin to embed disciplined strategic account development within your business development and client expansion efforts.\nA review of four tools that you can incorporate into your strategic account development efforts. Many insights from these tools can also support your other growth efforts.\nRecommendations for starting the process of building the discipline of strategic account development within your firm. (Note: This process will take some time.)\n\nAbout the Speaker \n \nWade Clark is an author\, speaker\, consultant and coach on vision\, strategy\, growth\, and business development. His passion is helping businesses and individuals to discover and unlock their full potential to make a meaningful and lasting impact in the world. Wade brings over 35 years’ career and industry experience\, including 24 years as an executive leader within or consulting to top U.S. professional services firms and associations. Through Dream Parrot Consulting\, he helps firms to enhance their corporate vision and strategic plan\, lead cultural change\, develop and elevate teams\, and improve business development and sales performance. Wade is author of Meaningful Success in Business and Simplifying Complex Sales and a sought-out speaker and facilitator. Prioritizing his faith\, family\, and friends; Wade is an avid musician; and enjoys travel\, fitness\, cooking\, and the visual and performing arts. Visit wadeclarkauthor.com to learn more.
URL:https://accountingmarketing.org/event/learning-lab-help-your-teams-to-develop-accounts-strategically/
CATEGORIES:Training
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260312T103000
DTEND;TZID=America/Kentucky/Louisville:20260313T120000
DTSTAMP:20260209T214247Z
CREATED:20260209T214247Z
LAST-MODIFIED:20260209T214247Z
UID:10210-1773311400-1773403200@accountingmarketing.org
SUMMARY:Digital Deep Dive
DESCRIPTION:Winding River Consulting’s Digital Deep Dive Summit returns for its 5-year anniversary! Bringing together forward-thinking accounting firm leaders who are committed to evolving their culture to support growth and digital transformation. \nThis immersive two-day experience explores the strategies\, technologies\, and practices shaping the modern firm. Dive into digital marketing\, AI advancements\, operational excellence\, leadership development\, and client experience innovation. \nAttendees gain access to actional frameworks\, peer insights\, networking opportunities\, and expert guidance to accelerate firm growth and confidently navigate industry change. \nEvent Highlights: \nDeep Dive Sessions: Explore the intricate dynamics of digital growth through in-depth discussions on strategy and implementation. Learn from industry leaders who are at the forefront of the accounting industry when it comes to digital growth and the AI revolution. \nPeer-to-Peer Networking and Collaboration: Connect with like-minded professionals\, exchange ideas\, and build meaningful relationships that can drive collaboration and future success. \nDigital Demand Mastery: Gain practical knowledge and actionable takeaways to fuel your digital demand efforts. This summit is tailored for firms serious about staying ahead in the rapidly evolving digital landscape and embracing the latest tools and strategies to drive impact and support firm growth. \n  \nWhy Attend? \nAt the Digital Deep Dive Summit\, attendees don’t just hear about trends… They learn how to operationalize them in a community format where some have failed\, and others have succeeded. Every session\, workshop\, and networking opportunity is designed with intention. DDD provides clarity where leaders need it most and direction where the industry is evolving the fastest. \n  \nAAM Benefits \nWe are proud partners of the Digital Deep Dive Summit. AAM Members receive 15% off the price of admission. See your AAM membership account for more details. \n  \nWhere \nLoews Chicago O’Hare Hotel \n5300 N River Rd\, Rosemont\, IL 60018 \n  \nWhen \nMarch 12\, 2026 \n10:30 AM – 7:00 PM CT \nMarch 13\, 2026 \n7:00 AM – 12:00 PM CT
URL:https://accountingmarketing.org/event/digital-deep-dive/
CATEGORIES:Training
ATTACH;FMTTYPE=image/png:https://accountingmarketing.org/wp-content/uploads/2026/02/AAM-Banner-Digital-Deep-Dive.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260318T140000
DTEND;TZID=America/Kentucky/Louisville:20260318T150000
DTSTAMP:20260211T141711Z
CREATED:20251216T150100Z
LAST-MODIFIED:20260211T141711Z
UID:9940-1773842400-1773846000@accountingmarketing.org
SUMMARY:Virtual Campfire: The Employee Experience Advantage: How Marketing Fuels Retention
DESCRIPTION:Employee experience isn’t just an HR initiative anymore—it’s a firmwide differentiator. We’ll dig into how marketing can amplify culture\, reinforce values\, and strengthen internal communication in ways that directly impact retention. Expect practical strategies for partnering with HR\, activating brand from the inside out\, and creating moments that matter throughout the employee lifecycle. \nSME \nKayla Schaller-Greenwood \n \nKayla Schaller‑Greenwood is the Vice President of Operations at Workforce Solutions\, where she leads HR strategy\, talent management\, and organizational development initiatives for CPA firms and other professional‑services organizations. With more than a decade of experience in HR\, including extensive work across public accounting\, Kayla specializes in helping firms build strong employee experiences\, modern people practices\, and scalable talent infrastructures that support long‑term growth. \nKayla is widely known for her practical\, people‑first approach to HR and her ability to bridge the gap between talent strategy and firmwide business goals. She frequently partners with marketing and growth teams to strengthen employer brands\, align recruitment messaging with firm culture\, and create talent experiences that enhance both retention and market presence. \nFrom EX design and leadership development to recruiting\, compliance\, and HR infrastructure\, Kayla has helped dozens of firms transform how they attract\, engage\, and retain top talent. She is also a frequent speaker for SHRM\, BDO Alliance\, and industry associations\, where she brings a collaborative\, real‑world perspective to the changing talent landscape. \n  \n  \n  \nFacilitators \n\nAlyson Fieldman\, Stambaugh Ness\nKelsey Brewer\, McGuire Sponsel
URL:https://accountingmarketing.org/event/virtual-campfire-the-employee-experience-advantage-how-marketing-fuels-retention/
CATEGORIES:Virtual Campfire
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260416T130000
DTEND;TZID=America/Kentucky/Louisville:20260416T140000
DTSTAMP:20260316T130220Z
CREATED:20260316T130220Z
LAST-MODIFIED:20260316T130220Z
UID:10707-1776344400-1776348000@accountingmarketing.org
SUMMARY:AAM High Webinar: Energy\, Health and Performance in Business Development
DESCRIPTION:While firms invest heavily in skills training\, tools and sales methodologies\, far less attention is given to the biological factors that drive performance such as sleep\, recovery\, stress regulation\, and mental endurance. Drawing on research from performance science and workplace studies\, the talk examines how BD burnout\, travel demands and constant cognitive switching impact revenue outcomes. Sustainable success requires managing energy systems\, recovery and boundaries with the same discipline elite athletes apply to training. Ward shares practical frameworks and micro-strategies that leaders can use to protect capacity\, improve resilience\, and sustain peak performance in demanding client-facing roles. \n  \nSpeaker \n \nNicole Ward\, Senior VP of Sales\, AON & Host of “The Executive Athlete” and “AON at the Top” \nNicole Ward is redefining what modern leadership looks like. As an executive at Aon and host of two acclaimed podcast series\, she blends corporate insight\, elite performance strategy\, and human resilience to inspire the next generation of high-performing leaders. \nThrough The Executive Athlete™\, Nicole explores the intersection of health\, biohacking\, and leadership — interviewing world-class performers across business\, sport\, and wellness. Her conversations uncover the routines\, mindsets\, and recovery tools that help leaders sustain excellence without burning out. \nNicole also hosts Aon at the Top\, a board-level series featuring conversations with global C-Level executives and board directors on transforming risk into resilience.
URL:https://accountingmarketing.org/event/aam-high-webinar-energy-health-and-performance-in-business-development/
CATEGORIES:AAM High Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260428T140000
DTEND;TZID=America/Kentucky/Louisville:20260428T160000
DTSTAMP:20260324T150838Z
CREATED:20260324T145411Z
LAST-MODIFIED:20260324T150838Z
UID:10734-1777384800-1777392000@accountingmarketing.org
SUMMARY:Learning Lab: Building a Branded Fleet: Custom Agents for Marketing Teams
DESCRIPTION:This hands-on session shows marketing pros how to build branded\, reliable\, AI-powered helpers that function as digital coworkers. By the end\, participants understand what custom agents can do\, how to create them\, which traps to avoid\, and how to work with IT to roll them out firmwide. The capstone: building four practical agents that support daily marketing tasks. \nObjectives: \n\nLearn how custom bots\, agents\, and GPTs support brand consistency\, content creation\, SEO\, and storytelling.\nGain practical guidance on tools\, inputs\, and IT collaboration.\nComplete four bot-build demonstrations and hands-on steps.\n\nAbout the Speaker \n \nBecky Livingston | Owner/CEO\, Penheel Marketing \nWith 20+ years of accounting marketing experience\, Becky Livingston is a seasoned practitioner that embraces learning and knowledge sharing. As a veteran college professor\, her courses focus on interactivity\, idea sharing\, and learning in a fun environment. Additionally\, over the past 13 years\, she has written four accounting marketing-related books and presented at dozens conferences and webinars. She also writes a monthly marketing blog for CPA Practice Advisor\, plus a quarterly article for NJ CPA Magazine. In 2024\, she was recognized as a Top 25 Accounting Influencer by Ace Cloud Hosting. Becky is also a 13+ year active AAM member. You can follow Beck’s marketing agency\, Penheel Marketing\, on Facebook\, LinkedIn\, YouTube\, Instagram\, and Pinterest.\n  \n 
URL:https://accountingmarketing.org/event/learning-lab-building-a-branded-fleet-custom-agents-for-marketing-teams/
CATEGORIES:Training,Virtual
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260430T130000
DTEND;TZID=America/Kentucky/Louisville:20260430T140000
DTSTAMP:20260324T153759Z
CREATED:20260324T153759Z
LAST-MODIFIED:20260324T153759Z
UID:10739-1777554000-1777557600@accountingmarketing.org
SUMMARY:AAM High! Webinar: Accounting Marketing Impact: Insights on Which Marketing Techniques Work Best in 2026
DESCRIPTION:With the median growth rate for accounting firms falling to its lowest point in five years\, it is more critical than ever to understand exactly how elite performers are still growing 3.5X faster than the competition. Join Austin McNair and Will Casserly from Hinge as they provide a deep dive into the most impactful marketing techniques for 2026\, from high-impact conference networking to the strategic power of free consultations. This session moves beyond theory to offer practical insights\, showing real-world examples of how top firms translate technical expertise into accessible content that builds human relationships. Attendees will walk away with actionable resources and a clear roadmap for activating their own subject matter experts to drive measurable business development. \nSpeakers \n \nWill Casserly \nWill Casserly is a Managing Director at Hinge\, specializing in helping accounting and financial services clients achieve their strategic\, brand visibility\, and growth objectives. He brings over 30 years of business development experience\, encompassing in-house marketing\, agency work\, communications\, media and public relations\, design\, and more. \n  \nAustin McNair \nAustin McNair is the Head of Marketing at Hinge where he helps guide clients through the complexities of modern marketing. Central to Hinge’s research and content marketing strategy\, Austin is also the host of Hinge’s podcast Spiraling Up. Austin will be speaking next month at AAM Summit!
URL:https://accountingmarketing.org/event/aam-high-webinar-accounting-marketing-impact-insights-on-which-marketing-techniques-work-best-in-2026/
CATEGORIES:AAM High Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260512T113000
DTEND;TZID=America/Kentucky/Louisville:20260512T123000
DTSTAMP:20251113T152759Z
CREATED:20251113T152719Z
LAST-MODIFIED:20251113T152759Z
UID:9859-1778585400-1778589000@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-may-2026/
CATEGORIES:New Member Welcome Call
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260513T140000
DTEND;TZID=America/Kentucky/Louisville:20260513T150000
DTSTAMP:20260317T145056Z
CREATED:20251216T150420Z
LAST-MODIFIED:20260317T145056Z
UID:9942-1778680800-1778684400@accountingmarketing.org
SUMMARY:Virtual Campfire: Modernizing Your Content Marketing Machine
DESCRIPTION:Content expectations have exploded\, but most accounting marketing teams are still asked to do more with the same (or fewer) resources. This conversation explores how to build a sustainable content engine—from smart repurposing and SME enablement to workflow tools and AI. You’ll leave with ideas to take your content from reactive to strategic while keeping your sanity intact. \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. \nSpeakers \nStacy Dreher | Chief Growth Officer\, James Moore & Co. \n“I began my journey in professional services sales and marketing in 2006 in the legal industry\, where I led a growth team at a boutique nationwide firm responsible for bringing in all new business. In 2014\, I transitioned into public accounting as a marketing manager and have since grown into multiple roles\, now serving as the Chief Growth Officer. In this role\, I oversee marketing\, business development\, and segment growth initiatives\, driving firm growth while ensuring that our strategies align with the firm’s long-term vision. \nMy approach to leadership focuses on turning challenges into opportunities—whether that’s enhancing our competitive position\, leveraging technology\, or refining sales and digital marketing strategies. By working closely with firm leadership\, I strive to ensure we not only meet but exceed our growth objectives by building a high-performing team\, driving strategic initiatives\, and adapting to the ever-changing landscape of the accounting industry.” \n  \nJonathan Ebenstein | President\, Strategic 7 Marketing \nJonathan is the President and owner of Strategic 7 Marketing\, a full-service B2B marketing agency that specializes in helping professional service firms make sense of their marketing and put it to work so it drives demand\, builds pipeline and supports predictable revenue.With more than 30 years of experience\, he is known for simplifying marketing complexity and connecting strategy to execution for CPA firms and other professional service companies. \nBefore founding Strategic 7 Marketing\, Jonathan served as Vice President of Marketing at Skoda Minotti\, a CPA and business advisory firm. There\, he launched the Strategic Marketing Services Group\, an internal agency providing full-service marketing support to the firm and its clients. In 2013\, he became the firm’s first non-CPA partner and served on its Executive Committee while building its award-winning brand. \nAfter Marcum LLP acquired Skoda Minotti in 2020\, Jonathan successfully spun off the marketing agency in 2021. He helps CPA firms build brand visibility\, sharpen market position\, and implement practical marketing programs that drive demand\, strengthen pipelines\, and support predictable revenue.
URL:https://accountingmarketing.org/event/virtual-campfire-modernizing-your-content-marketing-machine/
CATEGORIES:Virtual Campfire
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260518T080000
DTEND;TZID=America/Kentucky/Louisville:20260520T150000
DTSTAMP:20260212T160910Z
CREATED:20260212T160742Z
LAST-MODIFIED:20260212T160910Z
UID:10224-1779091200-1779289200@accountingmarketing.org
SUMMARY:2026 AAM Summit
DESCRIPTION:Join us for AAM Summit\, an in-person immersive experience designed to energize and empower you and your firm. \nMay 18-20\, 2026 at the Westin Rancho Mirage Golf Resort and Spa in Palm Springs\, CA\n(Palm Springs Aerial Tramway networking activity available on Sunday\, May 17) \nWith its retro charm\, stunning natural beauty\, and vibrant cultural scene\, Palm Springs is the perfect backdrop for Summit 2026. Discover fresh perspectives on industry trends\, tackle new challenges\, and uncover opportunities in a dynamic\, collaborative environment. Surrounded by peers who understand your struggles\, you’ll share ideas\, gain valuable insights\, and build lasting connections. Whether you’re a team of one or 100\, you’ll leave revitalized and ready to make an impact.
URL:https://accountingmarketing.org/event/2026-aam-summit/
CATEGORIES:Summit
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260610T140000
DTEND;TZID=America/Kentucky/Louisville:20260610T150000
DTSTAMP:20260512T191243Z
CREATED:20260512T191243Z
LAST-MODIFIED:20260512T191243Z
UID:10895-1781100000-1781103600@accountingmarketing.org
SUMMARY:Roundtable on Accounting Marketing and Sales Compensation
DESCRIPTION:Discuss compensation trends with your colleagues! \nNow that the 2026 AAM Biennial Compensation Report is out\, you can meet with the analysts to ask questions and share insights from your own career and firm experience. Dawn Wagenaar\, Principal and Brand Strategist at Ingenuity Marketing Group\, and Christine Nelson\, Communications Consultant who analyzed and reported survey results\, will present key findings and facilitate this informal discussion. Benchmark national data against your personal compensation and benefits\, firm perks\, team structures\, and opportunities through M&A or consulting. \nSpeakers \nDawn Wagenaar\n \nDawn Wagenaar has worked in accounting marketing for more than 20 years and looks at career trends as a brand strategist and business owner. \n  \n  \n  \nChristine Nelson \nChristine Nelson is a trained journalist and researcher who connects the dots between raw data and actionable career and team decisions.
URL:https://accountingmarketing.org/event/roundtable-on-accounting-marketing-and-sales-compensation/
CATEGORIES:AAM High Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260617T130000
DTEND;TZID=America/Kentucky/Louisville:20260617T140000
DTSTAMP:20260603T123539Z
CREATED:20260603T123539Z
LAST-MODIFIED:20260603T123539Z
UID:10940-1781701200-1781704800@accountingmarketing.org
SUMMARY:AAM High! Webinar: From Skeptics to Activators: How Accounting Marketers Can Help Partners Change BD Behavior
DESCRIPTION:Many accounting firms know they need broader participation in business development\, but getting partners to change is hard. They are busy\, autonomous\, skeptical\, and often uncomfortable with anything that sounds like “sales.” Drawing on DCM Insights’ Activator research\, this webinar will show what today’s strongest business developers do differently — and what marketing and BD leaders can do to make those behaviors easier\, more credible\, and more likely to stick. \n  \nSpeaker \n \nKaren Freeman | Chief Product Officer\, DCM Insights \nKaren Freeman joins us from a career connected by data analytics\, research and teaching.  She was most recently the global head of digital & analytics learning for generalist consultants at McKinsey & Company. In that role\, she led a team upskilling roughly 17\,000 consultants globally in topics including advanced analytics modeling\, leading digital transformations\, agile methodology\, and design thinking. \nPrior to McKinsey\, Karen spent 13 years at Corporate Executive Board (CEB) in research and learning & development roles. There\, she led three best practice membership organizations\, developing insights\, advice\, and benchmarks for Global 1000 functional heads in marketing\, sales\, and customer service. Much of the company’s highest-impact research was spearheaded by the teams that Karen created. Several were published in Harvard Business Review and became the subject of two best-selling business books (The Challenger Sale and The Effortless Experience). Later\, as Head of CEB University\, Karen oversaw development and delivery of over 1\,000 training sessions for more than 10\,000 participants worldwide in sales\, insight & advisory\, and corporate roles. \nKaren has an A.B from Harvard and an MBA from MIT\, plays cello and piano\, and currently lives in Arlington\, VA with her husband and two children.
URL:https://accountingmarketing.org/event/aam-high-webinar-from-skeptics-to-activators-how-accounting-marketers-can-help-partners-change-bd-behavior/
CATEGORIES:AAM High Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260624T130000
DTEND;TZID=America/Kentucky/Louisville:20260624T140000
DTSTAMP:20260226T214942Z
CREATED:20260226T214942Z
LAST-MODIFIED:20260226T214942Z
UID:10439-1782306000-1782309600@accountingmarketing.org
SUMMARY:Webinar: The Legal Reality of DEI: What Accounting Firms Need to Know Now
DESCRIPTION:As headlines swirl and political pressure intensifies\, many accounting firms are left wondering what diversity\, equity\, and inclusion really mean from a legal perspective and what’s still safe\, smart\, and compliant to pursue. \nIn this session\, employment attorney Aislinn Sroczynski of Royer Cooper Cohen Braunfeld cuts through the noise to explain what has actually changed in the legal landscape\, and what hasn’t. Drawing on federal anti-discrimination law\, recent executive orders\, and new guidance from the EEOC and DOJ\, Aislinn will help firms understand where the real legal lines are when it comes to DEI initiatives. \nThis is not a session about retreating from inclusion. It’s about moving forward thoughtfully. Attendees will learn how common firm practices\, from recruiting and employer branding to ERGs and training\, can remain both inclusive and compliant\, and why knee-jerk rollbacks often create more risk\, not less. \nWhether you’re shaping firm messaging\, managing people programs\, or advising leadership\, this session will help you replace uncertainty with clarity and confidence. \nKey takeaways: \n\nWhat DEI practices remain fully permissible\, and where firms need to be careful\nHow to align inclusion\, employer brand\, and compliance without overcorrecting\nPractical steps firms can take now to audit\, refine\, and strengthen their approach\n\n  \nSpeaker \nAislinn E. Sroczynski \nAislinn E. Sroczynski is an experienced employment lawyer who partners with companies to navigate the full spectrum of employment law. Aislinn advises employers on compliance\, policy development\, and day-to-day human resources issues\, including hiring practices\, leave management\, DEI policies\, non-competes\, accommodations\, wage and hour compliance\, workplace investigations\, performance management\, terminations\, and overall risk avoidance. She regularly defends employers against claims under Title VII\, ADA\, ADEA\, the FMLA\, and state anti-discrimination statutes\, and has experience representing clients before for National Labor Relations Board for Unfair Labor Practice charge proceedings. Aislinn represents companies and individuals on both sides of trade secret and restrictive covenant litigation and disputes and has successfully obtained preliminary injunctions for her clients. \nAislinn acts as an outside HR partner for employers on compliance and litigation avoidance related to all issues arising under state and federal anti-discrimination laws. She works closely with organizational leaders and HR teams to align legal strategy with business goals\, resolve disputes efficiently\, and build compliant\, proactive workplace practices. Aislinn has experience drafting and negotiating complex employment agreements and compensation plans\, both on behalf of employers and executives\, and drafts a variety of employer policy documents\, including employee handbooks for companies across a wide range of industries. \nSeparately\, Aislinn has insurance coverage experience\, representing clients in challenging claim denials and defending declaratory judgment actions. Aislinn has also handled complex commercial litigation matters\, including complex shareholder and business disputes\, representing clients in high-stakes negotiations and court proceedings. \n 
URL:https://accountingmarketing.org/event/webinar-the-legal-reality-of-dei/
CATEGORIES:AAM High Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260714T113000
DTEND;TZID=America/Kentucky/Louisville:20260714T123000
DTSTAMP:20251113T153040Z
CREATED:20251113T152901Z
LAST-MODIFIED:20251113T153040Z
UID:9861-1784028600-1784032200@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-july-2026/
CATEGORIES:New Member Welcome Call
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260715T140000
DTEND;TZID=America/Kentucky/Louisville:20260715T150000
DTSTAMP:20260317T145037Z
CREATED:20251216T150630Z
LAST-MODIFIED:20260317T145037Z
UID:9944-1784124000-1784127600@accountingmarketing.org
SUMMARY:Virtual Campfire: Fueling Growth: Pipeline Strategies That Scale
DESCRIPTION:From niche campaigns to smarter data usage\, marketers are being asked to generate more opportunities without adding headcount. In this campfire\, we’ll crowdsource practical approaches that scale—automation\, evergreen campaigns\, partnerships\, outbound strategies\, and BD alignment that truly works. Bring your best ideas and biggest hurdles for a high-energy conversation on consistent\, predictable pipeline generation. \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. \nSME \nNeil Barrow is the founder of EnabledBD\, helping professional services firms get BD cooking and UndergroundBD\, an online community for business development professionals looking for clarity and community. He’s also the host of ‘I hope this email finds you well’\, a business development podcast interviewing BD leaders and pros where they share stories around what actually works to generate revenue in professional services. \nHe’s a software sales guy that was (fortunately) talked into working in public accounting\, leading origination efforts at 2 different firms for over 8 years. Since then\, he’s worked with dozens of firms to build or enhance their business development function (spoiler: BD is not a soft skill). More importantly\, he is a Certified Cicerone (beer sommelier) and loves connecting with friends and strangers to chat about business development and/or best beers to try. Most importantly\, he lives in Fort Worth with his wife of over a decade and a kiddo who is dominating kindergarten. \n 
URL:https://accountingmarketing.org/event/virtual-campfire-fueling-growth-pipeline-strategies-that-scale/
CATEGORIES:Virtual Campfire
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260722T130000
DTEND;TZID=America/Kentucky/Louisville:20260722T143000
DTSTAMP:20260623T185510Z
CREATED:20260623T185510Z
LAST-MODIFIED:20260623T185510Z
UID:11001-1784725200-1784730600@accountingmarketing.org
SUMMARY:Learning Lab: Building Your BD Plan: A Framework for Marketing & BD Professionals at Accounting Firms
DESCRIPTION:Program Description\nMost marketing and BD professionals at CPA firms are handed a growth goal without a real plan for hitting it. The work ends up reactive: chasing whatever comes up\, responding to partner requests\, and hoping the pipeline fills itself. \nThis session gives you a better way. Neil Barrow and John Atkinson will walk through a practical\, repeatable framework for building a business development plan that fits a small or mid-sized accounting firm. You will learn how to get clear on your role and your firm’s growth priorities\, sharpen the way you talk about what your firm does\, figure out who you should actually be spending time with\, and turn all of it into a plan you can run week after week. \nThis is built for the people who do the work\, not for theory. You will leave with a structure you can put to use right away and the accountability tools to keep it going. \n  \nLearning Objectives\nAfter this session\, attendees will be able to: \n\nClarify their BD role and focus\, including where to spend time across new client acquisition\, cross-serving\, and brand building.\nBuild messaging that connects with real client problems and makes their firm’s differentiators clear.\nDefine an Ideal Client Profile and use it to prioritize targets\, referral partners\, and the right events and networks.\nCreate a repeatable BD plan that covers setting meetings\, running pursuits\, following through\, and qualifying needs.\nUse simple accountability tools like a Good Week Scorecard and a meeting rhythm to stay consistent and track what is working.\n\n  \nSpeakers \nJohn Atkinson | Founder & Managing Partner\, GrowthLogik \nJohn Atkinson is a recognized business development leader and coach with 30+ years of experience helping professional services firms drive sustained\, profitable growth. As the Founder of GrowthLogik\, he partners with CPA and advisory firms of all sizes to design practical growth systems\, build business development capabilities\, and coach professionals at every level. John has held senior leadership roles where he consistently led double-digit growth and built BD programs still in use today. Prior to launching GrowthLogik in 2024\, he started and sold 4 litigation support firms\, spent 11 years as VP of Business Development at Forvis Mazars and later served as Head of Revenue Growth at Fahrenheit Advisors\, where he launched and led the firm’s Sales Advisory Practice. \n  \nNeil Barrow | Founder + Chief BD Officer\, EnabledBD \nNeil started his career in software sales\, but (fortunately) got talked into public accounting\, where he led BD and origination efforts at two different firms for over eight years. Since then\, Neil has worked with over 40 firms to build or enhance their BD functions—proving that BD is not a soft skill. It’s a practical framework\, and when done right\, it develops people and drives results. Beyond Enabled BD\, Neil runs a monthly newsletter for professionals looking to get more BD tactics\, a podcast titled ‘I Hope This Email Finds You Well’ where he interviews BD professionals and leaders sharing strategies and tactics that work for them\, and also runs Underground BD\, an online community for BD professionals looking for clarity\, upskilling\, and support.
URL:https://accountingmarketing.org/event/learning-lab-building-your-bd-plan-a-framework-for-marketing-bd-professionals-at-accounting-firms/
CATEGORIES:Training
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260729T130000
DTEND;TZID=America/Kentucky/Louisville:20260729T140000
DTSTAMP:20260710T133703Z
CREATED:20260710T133703Z
LAST-MODIFIED:20260710T133703Z
UID:11042-1785330000-1785333600@accountingmarketing.org
SUMMARY:AAM High! Webinar: The Expert Engagement Playbook: How to Guide Your Firm’s SMEs to Exceptional Visibility
DESCRIPTION:Building visibility for your firm is a major challenge\, and your experts are key to accelerating it. Yet\, engaging them often feels like an uphill battle against the billable hour. The truth is\, your experts are not avoiding marketing; they’re simply waiting for a guide. Join Austin McNair\, Head of Marketing at Hinge\, and Jory Leeper\, National Industry Marketing Leader at Sorren\, for a session that offers a better way forward. We’ll reframe your role from a content chaser to a trusted mentor\, revealing insights that many firms use to guide their experts from obscurity to prominence. \n  \nSpeakers \nAustin McNair\, Hinge Marketing \nAustin McNair is the Head of Marketing at Hinge where he helps guide clients through the complexities of modern marketing. Central to Hinge’s research and content marketing strategy\, Austin is also the host of Hinge’s podcast Spiraling Up. Austin will be speaking next month at AAM Summit! \n  \n  \n  \n \nJory Leeper\, Sorren  \nJory Leeper is the National Industry Marketing Leader at Sorren\, responsible for developing and executing marketing initiatives that support clients and prospects across all industries. He collaborates with sector leaders and service teams to deliver insights\, thought leadership\, and resources that help clients navigate challenges\, seize opportunities\, and make informed business decisions. \nPrior to joining Sorren\, Jory was a marketing executive supporting a portfolio of industrial and service-based businesses\, where he led strategy and positioning to drive awareness and growth. He also brings extensive experience from his time at a top 10 U.S. public accounting firm\, where he gained deep insight into client engagement\, industry dynamics\, and professional services strategy. \nWith experience in client engagement\, marketing strategy\, and industry events\, Jory ensures that Sorren’s messaging\, programs\, and content are aligned with client needs and market trends. He is passionate about creating meaningful connections and translating expertise into actionable guidance that helps clients gain clarity and confidence in their business decisions. \nOutside of work\, Jory enjoys studying history and exploring the outdoors through backpacking\, canoeing\, and other adventure activities.
URL:https://accountingmarketing.org/event/aam-high-webinar-the-expert-engagement-playbook-how-to-guide-your-firms-smes-to-exceptional-visibility/
CATEGORIES:AAM High Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260805T130000
DTEND;TZID=America/Kentucky/Louisville:20260805T140000
DTSTAMP:20260717T141522Z
CREATED:20260717T141522Z
LAST-MODIFIED:20260717T141522Z
UID:11060-1785934800-1785938400@accountingmarketing.org
SUMMARY:AAM High! Webinar: M&A Marketing Integration: Lessons from Both Sides of the Deal
DESCRIPTION:A merger announcement looks effortless from the outside. New logo\, polished press release\, a confident “better together” message. What the market never sees is everything happening behind it: two client lists that don’t match\, proposals mid-flight under the old name\, a marketing team learning about the deal days before the world does. Clients and referral sources are watching that facade closely\, and they’re forming judgments about whether this deal was good for them. The first 100 days determine whether the seams show. \nJoin us for a candid panel conversation featuring both sides of the table: Jeff Mowery\, Founder of Mowery & Schoenfeld\, who brings the acquirer’s perspective from leading multiple firm acquisitions\, and Jen Lemanski\, Senior Marketing Manager at Withum\, who lived the acquired-side experience firsthand when PKF Texas was acquired by Withum and helped lead the marketing integration from the inside. \nTogether they’ll unpack what every accounting firm marketer needs to know before a deal lands on their desk\, including: \n\nAnnouncement readiness: controlling the narrative and sequencing communications so clients hear it from you\, not LinkedIn\nBrand transition decisions: The hidden inventory of touchpoints that trips firms up\nProtecting your seat at the table: how acquired-side marketers turn local market knowledge into job security\nThe PE factor: how private equity-backed roll-ups differ from strategic acquisitions\, and what that means for pace\, brand\, and how marketing gets measured\nLessons learned: what both panelists would do differently\, and the mistakes acquirers keep repeating\n\nWhether your firm is acquiring\, being acquired\, or just watching the consolidation wave sweep the profession\, you’ll leave with a practical playbook for making the transition look as seamless as the announcement promised. \nWho should attend: Marketing\, growth\, and business development professionals at accounting firms of all sizes\, plus managing partners who want their next deal to keep every client it came with. \n  \nSpeakers \nJeff Mowery\n \nJeff is the Managing Partner and co-founder of Mowery & Schoenfeld. He is committed to building up those around him by creating value for clients and employees of the Firm. \nJeff specializes in solving tax and strategic business problems for his clients\, with expertise in complex taxation issues for entrepreneurial businesses. \nJeff has been honored with prestigious awards including the Chicago Titan 100 Hall of Fame and a coveted spot on Forbes Magazine’s America’s Top 200 Accountants list. With his expertise and dedication\, Jeff continues to exemplify exceptional leadership\, vision\, passion\, and influence in the financial and technology industries. \n  \n \nJen Lemanski  \nJen Lemanski is a Senior Marketing Manager at Withum\, where she leads go-to-market strategy for three of the firm’s industry verticals. With 20 years of experience in professional services marketing\, she specializes in strategic growth\, brand positioning\, and helping firms connect with clients through meaningful\, industry-focused marketing.
URL:https://accountingmarketing.org/event/aam-high-webinar-ma-marketing-integration-lessons-from-both-sides-of-the-deal/
CATEGORIES:AAM High Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260806T120000
DTEND;TZID=America/Kentucky/Louisville:20260806T130000
DTSTAMP:20260622T182857Z
CREATED:20260617T201234Z
LAST-MODIFIED:20260622T182857Z
UID:10993-1786017600-1786021200@accountingmarketing.org
SUMMARY:Town Hall Rebrand Q&A
DESCRIPTION:As AAM evolves into the Association for Accounting Growth (AAG)\, we know you may have questions about what this transition means for you and our community. Join us for a live Town Hall Q&A to hear directly from Association leadership\, gain insight into the rebrand journey\, and ask the questions that matter most to you. Questions may be submitted in advance during registration. \n 
URL:https://accountingmarketing.org/event/town-hall-rebrand-qa/
CATEGORIES:Virtual
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260820T130000
DTEND;TZID=America/Kentucky/Louisville:20260820T150000
DTSTAMP:20260629T190016Z
CREATED:20260629T190016Z
LAST-MODIFIED:20260629T190016Z
UID:11025-1787230800-1787238000@accountingmarketing.org
SUMMARY:Learning Lab: Building Marketing Agents with Microsoft Copilot Studio
DESCRIPTION:In this hands-on workshop\, participants will learn how to use Microsoft Copilot Studio to build AI-powered marketing agents that support content creation\, lead generation\, campaign planning\, and client engagement. Rather than focusing on theory\, participants will design\, build\, test\, and improve a working marketing agent to solve a real-world challenge faced by accounting-firm marketers. \nWhether you’re new to Copilot Studio or already experimenting with AI tools\, you’ll leave with practical skills\, a functioning agent prototype\, and a framework for identifying future automation opportunities within your marketing processes. \n  \nLearning Objectives \nBy the end of this session\, participants will be able to: \n\nIdentify marketing activities that are good candidates for AI agents and automation.\nDesign and build a functional marketing agent using Microsoft Copilot Studio.\nConnect knowledge sources\, prompts\, and workflows to support marketing and business development activities.\nTest\, evaluate\, and improve agent performance using real-world marketing scenarios.\nDevelop a plan for implementing AI agents within their firm’s marketing operations.\n\n  \nRequired \nYou must have licenses and permissions for the following tools to participate in this course. \n\nMicrosoft 365 account.\nAccess to Microsoft Copilot Studio.\nPermission to create agents.\nAccess to a Power Platform environment.\nAccess to Power Automate.\nAccess to OneDrive or SharePoint for uploading documents.\n\n  \nThree Key Takeaways \n\nBuild a Digital Marketing Team Member: Learn how to create an AI-powered agent that can support content development\, campaign planning\, lead qualification\, and other marketing activities.\nTurn Knowledge into Action: Discover how to use service pages\, buyer personas\, industry expertise\, and firm resources to create agents that provide relevant\, consistent responses.\nLeave with a Working Prototype: Walk away with a functional marketing agent and a roadmap for applying Copilot Studio to your firm’s marketing strategy.\n\n  \nPre-Workshop \n\nComplete the Agent Idea Worksheet.\nDownload the sample documents provided post-registration.\nWatch this 10-minute Overview to familiarize yourself with the interface. https://learn.microsoft.com/en-us/microsoft-copilot-studio/fundamentals-what-is-copilot-studio\nPlease confirm you can:\n\n\nLog in to Microsoft 365.\nAccess Copilot Studio.\nCreate a new agent.\nAccess Power Automate.\nUpload a document.\nAccess a Power Platform environment.\n\n  \nProvided Documents \nThe instructor will provide the following documents prior to the course. Please download them and have them available during the class. \nSample Buyer Persona \n\nConstruction Owner.\nManaging Partner.\nSolo CPA.\n\nSample Service Page \n\nAdvisory Services.\nCAS Services.\nTax Planning.\n\nSample Content Brief: Used for the content assistant activity.\nAgent Planning Worksheet: Participants complete during the design phase. \nPost Session Resources \n\n“25 Marketing Agents for Accounting Firms” idea book.\nPrompt library.\n30-day implementation challenge.\nROI calculator worksheet.\nAgent governance checklist.\nMarketing workflow templates.\nTraining Video Resources (YouTube and Microsoft)\n\n  \nSpeaker \nBecky Livingston | Owner/CEO\, Penheel Marketing\n \nBecky Livingston\, founder of Penheel Marketing\, is a leading professional in integrating AI-driven solutions for accounting firms and small businesses. A recognized educator\, she leads the AI Certificate Program at Westchester Community College and serves as an adjunct professor. Becky demystifies complex technology through her blog and committee work with the AAM\, focusing on ethical automation and SEO. When not shaping future-focused business strategies\, this innovator and consultant is a devoted dog lover. \nLearn more: https://Penheel.com.
URL:https://accountingmarketing.org/event/learning-lab-building-marketing-agents-with-microsoft-copilot-studio/
CATEGORIES:Training
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260827T130000
DTEND;TZID=America/Kentucky/Louisville:20260827T140000
DTSTAMP:20260804T145850Z
CREATED:20260804T145850Z
LAST-MODIFIED:20260804T145850Z
UID:11133-1787835600-1787839200@accountingmarketing.org
SUMMARY:AAM High! Webinar: The Beige Wall of Accounting Sales - A Conversation about Standing Out
DESCRIPTION:Too often\, accounting firms sound and look exactly alike. The same messaging. The same proposals. The same follow-up emails. In a profession where everyone is trying to build trust\, blending in can make it difficult to earn attention\, win opportunities\, and create lasting client relationships. \nThe strongest business development professionals take a different approach. They know that meaningful growth comes from building authentic relationships at every stage of the buyer journey—from earning the first introduction and staying memorable throughout a lengthy pursuit to differentiating during the proposal process and strengthening relationships long after the engagement begins. \nIn this interactive discussion\, experienced business development leaders will share practical strategies\, candid lessons learned\, and creative approaches that help firms stand out in a crowded market. You’ll leave with actionable ideas for opening more doors\, creating memorable buyer experiences\, strengthening competitive pursuits\, and turning new clients into long-term advocates. \n  \nSpeaker\nStefania DeMarco | Managing Director\, Clients & Markets at Uniqus \nAt Uniqus\, Stefania is the Managing Director\, Clients & Markets\, based in New York\, USA. She leads the go-to-market agenda and client development efforts for the US\, with a strong focus on private equity sponsors and their portfolio companies as well as organizations and corporations across various sectors\, connecting them to the firm’s capabilities in finance transformation\, governance\, risk\, sustainability\, and tech-enabled and AI-enabled solutions. \nStefania DeMarco is a Certified Public Accountant (CPA) and holds an MBA\, with nearly 20 years of experience in the professional services and consulting industry serving clients across the United States and globally. \nShe has deep experience in business development\, go-to-market strategy\, and client coverage across financial services\, private equity-backed\, and middle-market organizations. Over her career\, she has built and scaled growth teams\, worked closely with client service leaders\, and supported sustained\, multi-million-dollar revenue growth. \n  \nModerator\nAngel Morgan | Chief Business Development Officer\, Cherry Bekaert  \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.
URL:https://accountingmarketing.org/event/aam-high-webinar-the-beige-wall-of-accounting-sales-a-conversation-about-standing-out/
CATEGORIES:AAM High Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260908T113000
DTEND;TZID=America/Kentucky/Louisville:20260908T123000
DTSTAMP:20251113T153121Z
CREATED:20251113T153053Z
LAST-MODIFIED:20251113T153121Z
UID:9863-1788867000-1788870600@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-sept-2026/
CATEGORIES:New Member Welcome Call
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260910T130000
DTEND;TZID=America/Kentucky/Louisville:20260910T140000
DTSTAMP:20260810T190819Z
CREATED:20260810T190819Z
LAST-MODIFIED:20260810T190819Z
UID:11151-1789045200-1789048800@accountingmarketing.org
SUMMARY:AAM High! Webinar: The CX Advantage: How Client Experience Powers Performance and Profitability
DESCRIPTION:Client experience is no longer a soft skill. It is a measurable business driver. This session explores how firms that intentionally design and deliver exceptional client experiences achieve stronger client retention\, deeper relationships\, increased revenue\, and greater profitability. Participants will learn the key components of a successful CX strategy\, discover how to connect client experience initiatives to business outcomes\, and gain practical insights for creating meaningful experiences that differentiate their organization and drive long-term growth. \nSpeaker\n \nJen Hertzig \nJen Hertzig is a Principal at Pinion leading Brand and Client Experience. She helps drive firm growth by connecting client insights\, experience strategy\, and brand development to create stronger client relationships\, increase retention\, and deliver measurable business impact \n 
URL:https://accountingmarketing.org/event/aam-high-webinar-the-cx-advantage-how-client-experience-powers-performance-and-profitability/
CATEGORIES:AAM High Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260916T130000
DTEND;TZID=America/Kentucky/Louisville:20260916T134500
DTSTAMP:20260915T212546Z
CREATED:20260819T131203Z
LAST-MODIFIED:20260915T212546Z
UID:11179-1789563600-1789566300@accountingmarketing.org
SUMMARY:Celebrating Our Members: Wins\, Challenges & Lessons Learned
DESCRIPTION:September 16\, 2026 at 1:00 – 1:45 pm Eastern Time (US & Canada) \nJoin us during Member Appreciation Week for a candid conversation about the wins\, challenges and lessons shaping accounting growth professionals in 2026. \nAAM’s 2026 Business Developer of the Year and Hall of Fame Inductee will share perspectives from their own careers and experiences\, including what’s working\, what’s challenging them and what they’ve learned along the way. \nThen\, we’ll open up the conversation to you. Come ready to share what’s happening in your world\, hear how your peers are navigating similar challenges and exchange ideas you can take back to your firm. \nThis informal\, interactive event gives members an opportunity to learn from one another while celebrating the community that makes AAM special. \n  \nSpeakers \n\nMelissa Lingo\, Business Development Manager\, James Moore & Co. \n2026 Business Developer of the Year \nMelissa Lingo has built a career around one simple passion: bringing great people and great opportunities together. As Business Development Manager at James Moore & Co.\, she pairs 25 years of sales and business development experience with contagious energy\, curiosity and a love for the construction industry. Named AAM’s 2026 Business Developer of the Year\, Melissa knows relationships matter—and as a certified sommelier\, she also knows the best ones\, like great wine\, only get better with time. \n 
URL:https://accountingmarketing.org/event/11179/
CATEGORIES:AAM High Webinar
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BEGIN:VEVENT
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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