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DTSTART;TZID=America/Kentucky/Louisville:20261105T130000
DTEND;TZID=America/Kentucky/Louisville:20261105T140000
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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
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Business-Development-500-pixels.jpg
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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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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
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
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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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