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DTSTART;VALUE=DATE:20230508
DTEND;VALUE=DATE:20230511
DTSTAMP:20230120T133105Z
CREATED:20220908T152442Z
LAST-MODIFIED:20230120T133105Z
UID:2199-1683504000-1683763199@accountingmarketing.org
SUMMARY:AAM Summit
DESCRIPTION:When: May 8-10\, 2023\nWhere: Hyatt Regency in Salt Lake City\, UT\nVisit the AAM Summit page for more information. \n 
URL:https://accountingmarketing.org/event/aam-summit/
CATEGORIES:Summit
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20230420T130000
DTEND;TZID=America/Kentucky/Louisville:20230420T141500
DTSTAMP:20230322T132959Z
CREATED:20230316T142634Z
LAST-MODIFIED:20230322T132959Z
UID:5955-1681995600-1682000100@accountingmarketing.org
SUMMARY:AAM High! Webinar: Differentiating with Anywhere Work and Remote Client Services
DESCRIPTION:If you’re building a specialty practice or industry niche and feeling geographically constrained\, or you have team members who resist the commute to clients\, positioning your firm for remote client service is a must. In this session\, we’ll explore market data showing what firms are doing in this area\, ways to develop and deepen client relationships at distance\, exploring ideas for borderless reach\, and building your brand and developing thought leadership outside your geography. Finally\, we’ll share ideas to approach more of your sales process remotely. \nSpeakers \nJennifer Wilson \n \nJennifer is co-founder and partner of ConvergenceCoaching ®\, LLC\, a national consulting firm that helps leaders achieve success. Named in the top ten of Accounting Today’s 100 Most Influential People in Accounting\, INSIDE Public Accounting’s Top 10 Most Recommended Consultants\, CPA Practice Advisors’ Top 25 Thought Leaders and AICPA’s Top 25 Most Powerful Women in Accounting\, Jennifer is an experienced change agent who has worked in both public accounting and industry. She is a frequent speaker\, writer and thought leader on topics related to leadership\, the rise of the next generation and managing change within the CPA profession. She is also an avid runner\, hiker\, yogi\, gardener\, wife and mother of 3. \nRenee Moelders \n \nRenee is a partner at ConvergenceCoaching\, LLC\, a national consulting firm dedicated to developing leaders and transforming teams. She is a frequent speaker\, writer and facilitator on topics impacting CPA firm leaders and offers practical strategies for improvement and change based on her experiences working with clients and in her many years as a CPA Firm Administrator. Renee leads the firms Anytime\, Anywhere Work™ service line and is passionate about furthering flexible and remote work in the profession\, among other topics. She is also a coach in the firm’s Transformational Leadership Program™ (TLP). When Renee is not at work\, she is gardening both indoors and outdoors\, singing with her women’s barbershop chorus\, and enjoying time with her husband and two teenagers.
URL:https://accountingmarketing.org/event/aam-high-webinar-differentiating-with-anywhere-work-and-remote-client-services/
CATEGORIES:AAM High Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20230419T140000
DTEND;TZID=America/Kentucky/Louisville:20230419T150000
DTSTAMP:20230130T174721Z
CREATED:20230104T183159Z
LAST-MODIFIED:20230130T174721Z
UID:5638-1681912800-1681916400@accountingmarketing.org
SUMMARY:Virtual Campfire: Accounting M&A is the New Black
DESCRIPTION:It feels like there is a new accounting firm merger announcement every week\, or at least every month! If you’re a marketer in an acquiring firm\, what have you learned about integrating new firms? If you’re a marketer from a firm who has been acquired\, how has it affected you\, your teams and career path? We hope AAM members who have been heavily involved in transactions over the past couple years will join and share their war stories. \nSME \nAlex Drost \n\nAlex Drost is the founder & CEO of Connection Builders\, a purpose-built platform designed to accelerate career development for individuals and drive sustained growth for firms. \nMr. Drost began his career in middle-market investment banking\, most recently as a Vice President of Cascade Partners\, a private investment and investment banking firm serving middle-market companies in the manufacturing\, healthcare\, and business services industries. \nDuring Mr. Drost’s tenure at Cascade\, he led capital raise\, buy-side & sell-side transactions in the consumer-healthcare\, multi-site retail\, and manufacturing industries that totaled nearly $1Bn in transaction value. \nAlex is also the host of the Branch Out Podcast\, where he interviews thought leaders from the accounting\, legal\, and other consulting professions\, who share their unique insights and real-life lessons learned throughout their careers. \nAlex holds a B.B.A. from Northwood University and is a registered CPA in the State of Michigan. \n  \nFacilitators \nRaissa Evans \nRaissa joined Weaver as head of digital and lead gen in 2020\, a full-service national CPA and advisory firm. She began her early career in the technology industry\, then spent 12 years as head of marketing at PKF Texas\, a firm recognized as a market-leader by its peers due to many industry firsts\, winning more than 120 awards along the way. She founded her consultancy Running Reload LLC in 2015 where she works with clients on social optimization and Guided Marketing. \nAs a pioneer of digital strategy for professional services for more than 20 years\, Raissa’s led digital transformations in marketing technology\, web and content strategy and lead generation customer journeys. She speaks regularly on growth strategy\, marketing operations\, digital performance and the like. \nShe hosts AAM’s monthly Virtual Campfire video conference and was AAM Marketer of the Year 2011\, was named “One to Watch” by Accounting Today’s Top 100 Most Influential in Accounting\, is Past President of Houston’s Interactive Marketing Association\, and founder of non-profit Celtic Valor\, which awards scholarships to veterans. \nAmanda Sturdevant \nAmanda is a marketing strategist and project manager with more than fifteen years of experience in accounting marketing. In late 2022\, she joined the Enterprise Marketing team at Baker Tilly\, an IPA Top 10 firm\, through a merger and is still feeling her way around. Prior to the merger\, she spent seven years as Marketing Director at True Partners Consulting (TPC)\, a national tax-only accounting firm with nine offices across the U.S. At TPC\, Amanda provided strategic marketing counsel to the firm’s management team\, managed all forms of marketing communications\, planned conferences and events\, and trained firm professionals on marketing and business development topics. Prior to her role at TPC\, Amanda was the Marketing Director at MorrisAnderson\, a restructuring and turnaround consulting firm. She strongly believes that the most important thing an accounting marketer can do is build trust with the partners and professional staff by learning and understanding their business. \nAmanda earned her MBA in Marketing Strategy & Planning and Brand Management from DePaul University’s Kellstadt Graduate School of Business in Chicago. She is also a proud alumna of the University of Wisconsin – Go Badgers! She works remotely from her home in Connecticut which she shares with her husband and two sons. \nAmanda is the co-host of AAM’s Virtual Campfire video conference series and looks forward to facilitating conversations on topics that help AAM members contribute to the growth of their firms. She also serves at co-chair of AAM’s Virtual Education Committee.  Connect with Amanda on LinkedIn. 
URL:https://accountingmarketing.org/event/virtual-campfire-accounting-is-the-new-black/
CATEGORIES:Virtual Campfire
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20230329T130000
DTEND;TZID=America/Kentucky/Louisville:20230329T140000
DTSTAMP:20230224T151655Z
CREATED:20230125T190851Z
LAST-MODIFIED:20230224T151655Z
UID:5782-1680094800-1680098400@accountingmarketing.org
SUMMARY:AAM High! Webinar: When a Trend Becomes an Opportunity and How to Market It
DESCRIPTION:It’s not unusual for a partner to return from a conference with an idea for a new service\, or a regulation changes that creates an opportunity almost overnight. How should an accounting marketer respond? What role should we take in advising firm leadership on which trends to jump on? How can we quickly build marketing infrastructure for a new service line and what should that infrastructure include? Don’t miss this extremely timely webinar where we’ll hear from three accounting marketers who will walk you through the holistic process ­– from idea to fully operating service line. \nIn this webinar you will learn how to: \n\nAnalyze the market to determine whether a new service line makes sense\nBuild the infrastructure and take the new service to market.\nBring the practice to life and nurture its growth\n\nSpeakers \nJennifer Harrity-Cantero \nJennifer Harrity-Cantero\, SEA brings more than 20 years of business and marketing experience to her role as the founder and leader of the Sensiba Center for Sustainability at Sensiba San Filippo\, SF Bay Area based Top 100 accounting firm. For 10 years Jennifer led the marketing efforts at Sensiba while for five of those last few years simultaneously launching her firm’s sustainability and ESG practice. In 2022\, she successfully transitioned from her marketing role into full-time leading her new client facing practice helping companies move to a purpose-driven\, sustainable business model that includes social and environmental performance\, accountability\, and transparency. \nIn addition to her sustainability practice\, Jennifer hosts the Rebooting Capitalism podcast and serves on the AAM board. She was also honored in 2021 by the San Francisco Business Times as one of the 100 Most Influential Women in Businesses and again in 2022 as a Forever Influential Woman. \nMaddie Murphy \nMaddie Murphy is a manager with Baker Tilly’s Strategy\, Communications and Marketing division and has been with the firm since 2017. She has supported a variety of practice areas\, including tax\, energy\, technology\, transactions and tribes. Recently\, Maddie was selected to help build a new Enterprise Marketing team focused on firmwide\, strategic and innovative initiatives. In the last year\, Maddie has led the go-to-market strategy and launch of the firm’s Environmental\, Social and Governance (ESG) practice. In addition\, Maddie leads local marketing efforts for the firm’s Chicago headquarters. \nMaddie is a change agent and integrative thinker\, motivated by new challenges and innovative ideas. In 2020\, her vision and leadership for a microdocumentary and marketing campaign won Baker Tilly the AAM’s 2020 Marketing Achievement Award in the video and multimedia category. Maddie holds degrees in marketing and management from the University of Wisconsin – Madison. She is also an advocate for sustainable business and is actively pursuing a certificate in Corporate Social Responsibility through University of Colorado Boulder – Leeds School of Business. \nRobin Sojcher \nRobin has over 25 years as a multichannel marketer with extensive experience in Financial Services\, Accounting and Consulting\, and Technology. In her current role as Industry Marketing Leader at BPM LLP\, an accounting and advisory firm that serves emerging and mid-cap organizations\, Robin oversees all marketing\, brand and content initiatives supporting business development and client engagement across the firm’s industry focus areas of Agribusiness\, Blockchain & Digital Assets\, Consumer Business\, Financial Services\, Life Science\, Nonprofit\, Professional Services\, Real Estate\, Technology\, and Wine and Craft Beverage. \nPrior to BPM\, Robin spent thirteen years as a Director of Global Marketing for EY’s financial services management consulting services—the firm’s largest and most profitable business area\, accounting for one-third of EY’s revenue. She’s also held leadership positions at S&P Global\, Bank of America\, PwC\, and LexisNexis. \nModerator: Chris Camara \nChristina Camara is a longtime AAM member and managing editor of INSIDE Public Accounting Monthly. IPA also ranks the top 500 firms in the country and produces the most comprehensive benchmarking report in the profession. \n 
URL:https://accountingmarketing.org/event/aam-high-webinar-when-a-trend-becomes-a-service-and-how-to-market-it/
CATEGORIES:AAM High Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20230315T140000
DTEND;TZID=America/Kentucky/Louisville:20230315T150000
DTSTAMP:20230123T215521Z
CREATED:20230104T183659Z
LAST-MODIFIED:20230123T215521Z
UID:5642-1678888800-1678892400@accountingmarketing.org
SUMMARY:Virtual Campfire: Recruiting Marketing- How are you fighting (and hopefully winning) the talent war?
DESCRIPTION:Potential employees might be the most important audience we can target. What does “recruiting marketing” mean in your firm? What best practices are you transferring from client acquisition strategies to recruitment marketing? How are your roles changing\, given an increased focus on talent acquisition? Please come prepared to share how your firm is fighting (and winning!) the talent war. \nSME \nAlison Simons \nAlison (she/her) for seven great years\, was the head of marketing for a regional CPA firm in Greater Boston where she would joke “if it’s not a tax return or an audit\, it crosses my desk.”  She was responsible for branding and online marketing\, recruiting and firm culture\, business development and proposals\, and more.  Even though she had a job\, she was getting requests from other CPA firms to help with their marketing; which is\, supposedly\, how you know you’re onto something good.  In 2013 she became an entrepreneur.  In order to serve more clients\, she attracted a team of really amazing people who focus on specialty areas within marketing because (get ready for one of her catch phrases) “Marketing is one word that means a lot of things” and it’s all too much for any one person to be good at.  So\, now she focused on working directly with clients on strategies to help them reach their goals while overseeing more of the activities. Alison is a member of MassCPAs\, ProVisors\, and AAM. She has presented multiple times at the MassCPAs annual conference\, and has been featured on the Marketing Mistakes (and how to avoid them)\, and Stop the Noise podcasts. \nFacilitators \nRaissa Evans \nRaissa joined Weaver as head of digital and lead gen in 2020\, a full-service national CPA and advisory firm. She began her early career in the technology industry\, then spent 12 years as head of marketing at PKF Texas\, a firm recognized as a market-leader by its peers due to many industry firsts\, winning more than 120 awards along the way. She founded her consultancy Running Reload LLC in 2015 where she works with clients on social optimization and Guided Marketing. \nAs a pioneer of digital strategy for professional services for more than 20 years\, Raissa’s led digital transformations in marketing technology\, web and content strategy and lead generation customer journeys. She speaks regularly on growth strategy\, marketing operations\, digital performance and the like. \nShe hosts AAM’s monthly Virtual Campfire video conference and was AAM Marketer of the Year 2011\, was named “One to Watch” by Accounting Today’s Top 100 Most Influential in Accounting\, is Past President of Houston’s Interactive Marketing Association\, and founder of non-profit Celtic Valor\, which awards scholarships to veterans. \nAmanda Sturdevant \nAmanda is a marketing strategist and project manager with more than fifteen years of experience in accounting marketing. In late 2022\, she joined the Enterprise Marketing team at Baker Tilly\, an IPA Top 10 firm\, through a merger and is still feeling her way around. Prior to the merger\, she spent seven years as Marketing Director at True Partners Consulting (TPC)\, a national tax-only accounting firm with nine offices across the U.S. At TPC\, Amanda provided strategic marketing counsel to the firm’s management team\, managed all forms of marketing communications\, planned conferences and events\, and trained firm professionals on marketing and business development topics. Prior to her role at TPC\, Amanda was the Marketing Director at MorrisAnderson\, a restructuring and turnaround consulting firm. She strongly believes that the most important thing an accounting marketer can do is build trust with the partners and professional staff by learning and understanding their business. \nAmanda earned her MBA in Marketing Strategy & Planning and Brand Management from DePaul University’s Kellstadt Graduate School of Business in Chicago. She is also a proud alumna of the University of Wisconsin – Go Badgers! She works remotely from her home in Connecticut which she shares with her husband and two sons. \nAmanda is the co-host of AAM’s Virtual Campfire video conference series and looks forward to facilitating conversations on topics that help AAM members contribute to the growth of their firms. She also serves at co-chair of AAM’s Virtual Education Committee.  Connect with Amanda on LinkedIn. 
URL:https://accountingmarketing.org/event/virtual-campfire-recruiting-marketing-how-are-you-fighting-and-hopefully-winning-the-talent-war/
CATEGORIES:Virtual Campfire
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20230314T113000
DTEND;TZID=America/Kentucky/Louisville:20230314T123000
DTSTAMP:20230110T181151Z
CREATED:20230110T181151Z
LAST-MODIFIED:20230110T181151Z
UID:5677-1678793400-1678797000@accountingmarketing.org
SUMMARY:New Member Welcome Call
DESCRIPTION:So you’ve joined the Association for Accounting Marketing… Now what? \nJoin us for an open discussion about what it means to be an AAM member at our New Member Welcome! \nThis call will provide an opportunity for you to: \n– Connect with other new members\n– Review member benefits\n– Learn about AAM Connect\, the online members only platform which offers a wealth of tools and information\n– Ask questions and have an open discussion \nHosted by the Member Growth Committee. \nWe look forward to connecting with you!
URL:https://accountingmarketing.org/event/new-member-welcome-call-5/
CATEGORIES:New Member Welcome Call
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20230307T130000
DTEND;TZID=America/Kentucky/Louisville:20230307T140000
DTSTAMP:20230302T220714Z
CREATED:20230217T143415Z
LAST-MODIFIED:20230302T220714Z
UID:5886-1678194000-1678197600@accountingmarketing.org
SUMMARY:Business Development Roundtable: Business Development Compensation
DESCRIPTION:It’s time to address the elephant in the room – Business Development (BD) compensation!  We are all curious to find out how and how much BD professionals are compensated. AAM’s BD Committee took an unofficial poll to uncover what BD comp plans look like in the Top 50 to Top 300 firms. What we learned is that the only commonality between the compensation plans we saw were that they are all different! \nJoin us for a friendly roundtable discussion (yes\, we want you to participate) where we’ll show you actual BD comp plans and you’ll have the opportunity to ask your burning questions. All business development and marketing crossover professionals are welcome and encouraged to attend! \nHosts \nJohn Meislahn – Director of Business Development\, Pisenti & Brinker \n \nJohn Meislahn has over 25 years of experience in banking and joined Pisenti & Brinker LLP as the Director of Business Development in 2017. He was formerly with Exchange Bank for 20 years as Vice President and Manager of Business Development. John’s role includes bringing new business into the firm\, marketing\, and community involvement. \nA graduate from UCLA with a BA in Sociology and Minor in Business\, John also holds a Masters Certificate from Pacific Coast Banking School at the University of Washington. \n  \n  \nChris Perrino – Principal\, Business Development\, Barnes Dennig \nChris has been with Barnes Dennig for over 20 years and plays an active role in helping the firm grow and prosper. He works closely with firm leadership to meet the evolving needs of new and existing clients. The overarching goal of Chris’ role at the firm is to build relationships with prospective clients and introduce them to the firm’s specialists who can help to minimize taxes and solve significant business challenges. He also coaches firm leaders to build industry service areas as well as market practice areas. \n  \n  \nRalph MacNamara – Principal\, Business Development\, Kaufman Rossin \n \nRalph MacNamara leads Kaufman Rossin’s business development department and is responsible for driving the firm’s growth strategies for all service lines and industry teams. He was named Business Development Principal in 2017 and oversees new client targeting and cross-sell initiatives\, sales operations\, proposal team\, sales training\, firmwide sponsorships and firm hosted events. \nRalph joined the firm in a sales role in 2008 and quickly became adept at selling virtually all service lines to clients in a wide variety of industries. Moreover\, he has helped launch over a dozen new advisory services\, delivered rainmaker training to professionals at all levels and provides one-on-one sales coaching to senior professionals and principals\, alike. \nA lifelong resident of South Florida\, Ralph has served on a variety of local\, state and national boards and received several leadership awards recognizing his volunteer efforts.
URL:https://accountingmarketing.org/event/business-development-roundtable-business-development-compensation/
CATEGORIES:Business Development Roundtable
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20230228T130000
DTEND;TZID=America/Kentucky/Louisville:20230228T140000
DTSTAMP:20230201T203433Z
CREATED:20230123T220443Z
LAST-MODIFIED:20230201T203433Z
UID:5763-1677589200-1677592800@accountingmarketing.org
SUMMARY:AAM High! Webinar: The Evolving Role of the Marketer
DESCRIPTION:They say the only constant is change – and that seems to be true in our profession as well. As accounting marketers\, how have our roles changed and where are they headed? What skills are needed now\, in the future\, and how can we “future-proof” our jobs? In this webinar we’ll hear from accounting marketers who have cemented their value in their firms by evolving their roles and identifying and hiring for the skills of the future. \nPanelists\nAnna Reyes – Marketing Manager\, KRD \n \nAnna is the marketing manager at KRD\, an accounting and advisory firm with two offices located in the Chicagoland area. With the firm since 2018\, Anna is responsible for developing and executing the firm’s overall growth goals and objectives. Alongside her incredible team of outsourced partners\, she oversees the firm’s internal and external communications\, maintains the firm’s social media and web presence\, manages the firm’s CRM\, and coordinates business development events. \nPrior to joining KRD\, she was a digital marketing strategist\, with in-house and agency roles. She attended Marquette University and taught English in Thailand for a semester after graduation. \nSuzanne Reed – Chief Marketing Officer\, LBMC \n \nA recognized marketing strategist and Chief Marketing Officer of the year\, Suzanne has more than 25 years of leadership experience in fortune 500 financial and professional services companies through aggressive organic and acquisitive growth. \nSuzanne is a marketing leader with a proven track record of enhancing brand equity and revenue.  She champions growth by using an integrated approach to marketing and sales that produces profitable results.  She develops high performing teams that advocate for the client and creating revenue generating programs.   And in her personal time\, Suzanne is an adjunct professor at Vanderbilt University and Belmont University teaching Fundamentals of Marketing. \nJaimi Koechel – Director\, Enterprise Marketing\, Baker Tilly \n \nJaimi Koechel has more than 20 years of accounting marketing experience. She began her career as a marketing coordinator at a firm in Madison\, WI and worked her way up to a Marketing Partner at Henry+Horne in 2020. With many years of experience\, Jaimi has seen the role of marketing change and evolve. In her current role as Director in Marketing at Baker Tilly she utilizes her unique visions and knowledge while putting the Firm’s success first. \n\n  \nModerated by: Katie Tolin – Chief Growth Guide\, CPA Growth Guides \n \nKatie Tolin founded CPA Growth Guides after a decades-long in-house marketing career that saw her named Accounting Marketer of the Year\, one of the Top 100 Most Influential People in Public Accounting and one of the Most Powerful Women in Accounting. She was also inducted into the Accounting Marketing Hall of Fame\, is a former president of the Association for Accounting Marketing and is a contributing author to “Bull’s-Eye! The Ultimate How-To Marketing & Sales Guide for CPAs.” Throughout her career working with local\, regional and national professional services firms\, she has developed highly successful programs notable for innovation\, data-driven marketing strategies and measurable success in moving firms forward. Today she works as a consultant or an outsourced chief growth officer helping firms connect the dots between strategy and action to ensure they receive a positive ROI in the areas of marketing\, business development\, product management/innovation and client experience. In addition\, she runs mastermind groups focused on firm growth through Rally Rounds and teaches business development leadership through Power Up Professionals.
URL:https://accountingmarketing.org/event/aam-high-webinar-the-evolving-role-of-the-marketer/
CATEGORIES:AAM High Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20230223T140000
DTEND;TZID=America/Kentucky/Louisville:20230223T150000
DTSTAMP:20230124T205849Z
CREATED:20230124T205849Z
LAST-MODIFIED:20230124T205849Z
UID:5778-1677160800-1677164400@accountingmarketing.org
SUMMARY:Diversity\, Equity\, & Inclusion Webinar- Fighting the War for Talent: How DEI & Marketing Can Give Your Firm an Advantage
DESCRIPTION:Recruiting\, hiring and retaining talent is one of the biggest challenges accounting firms face in today’s market. And with enrollment in college accounting programs down as much as 30%\, this isn’t a problem that is going to solve itself anytime soon. During this panel discussion\, we will hear from firms of various sizes and people in an assortment of roles\, including recruiting\, marketing\, DEI\, HR and most importantly\, a recent hire. Panelists will share their perspectives and explain why firms that are seeking diverse talent and focusing on creating inclusive cultures are better positioned to win the talent battle and how marketing plays an important role in each phase of the hiring process. \n\nJenni Jones\, Marketing Manager & College Recruiter\, Belfint\, Lyons & Shuman\nJasmine Posey\, Talent Acquisition Manager\, Mauldin & Jenkins\nValencia Raiford\, Associate\, Mauldin & Jenkins\nJill Frank\, Talent Acquisition Director\, BPM\nRob Blasi\, Chief People\, Diversity & Inclusion Officer\, BPM\nBonnie Buol Ruszczyk\, president\, bbr companies & Accounting MOVE Project (moderator)
URL:https://accountingmarketing.org/event/diversity-equity-inclusion-webinar-fighting-the-war-for-talent-how-dei-marketing-can-give-your-firm-an-advantage/
CATEGORIES:AAM High Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20230215T150000
DTEND;TZID=America/Kentucky/Louisville:20230215T160000
DTSTAMP:20230109T181411Z
CREATED:20230109T181217Z
LAST-MODIFIED:20230109T181411Z
UID:5670-1676473200-1676476800@accountingmarketing.org
SUMMARY:Diversity\, Equity\, & Inclusion Webinar: Short Horizons Drive Long-Term Success
DESCRIPTION:This webinar is provided in collaboration with CPAmerica.  \nIn this “career-fluid” era\, everyone—firms\, professionals\, and clients—are increasingly remixing workload\, time\, place\, and pay into smaller bites to support sustainable growth for all. Leading firms are building career-fluid workplaces\, by both intuition and intention. They’re learning what is sustainable for employees is what’s sustainable for firms and vice versa\, in a continuous loop. In this session\, we will share insights from the 2022 Accounting MOVE Project\, review strategies successful firms are using to recruit\, retain and promote women and people of color\, and learn how these winning tactics can be applied at all firms. We will also discuss where firms are in terms of each of the MOVE elements: Money\, Opportunities\, Vital Supports & Entrepreneurship. (For 13 years\, MOVE has measured both demographic data and workplace culture to understand what works now\, in today’s economy to advance women and other underrepresented groups in firm leadership. You can learn more here: https://accountingmoveproject.com) \nAbout Bonnie \nBonnie Buol Ruszczyk is the president of bbr companies where she provides strategic marketing\, project execution\, and content development for professional services firms. Additionally\, she is a Cornell-certified DEI consultant providing training and consulting for those looking to start a program or expand what they have done so far. Finally\, along with Katie Tolin\, she owns Rally Rounds\, a mastermind program for accounting practitioners and growth professionals.
URL:https://accountingmarketing.org/event/diversity-equity-inclusion-webinar-short-horizons-drive-long-term-success/
CATEGORIES:AAM High Webinar
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20230215T140000
DTEND;TZID=America/Kentucky/Louisville:20230215T150000
DTSTAMP:20230213T204614Z
CREATED:20230130T184121Z
LAST-MODIFIED:20230213T204614Z
UID:5798-1676469600-1676473200@accountingmarketing.org
SUMMARY:Virtual Campfire: AI & Automation in Marketing
DESCRIPTION:AI and automation can greatly improve our efficiency in targeting and personalizing campaigns\, analyzing large sets of data\, and automating repetitive tasks. Is it important to consider the ethical implications of using AI such as privacy and bias? How can we ensure we are using these technologies in a responsible and transparent manner? It is crucial for us to strike a balance between harnessing the benefits of AI and automation\, and valuing human creativity and strategic thinking. (This was written by ChatGPT) \nSME \nApoorv Dwivedi \nApoorv Dwivedi is a highly experienced marketing professional with over 25 years of experience in the accounting and financial industry. Throughout his career\, he has led marketing and digital initiatives inside some of the fastest-growing firms in the industry\, consistently delivering results and driving growth. \nAs the founder of Fixyr\, an accounting marketing consultancy\, Apoorv works with clients across the USA and Canada\, helping them to improve their marketing through strategy\, digital marketing\, and coaching. \nIn addition to his consultancy work\, Apoorv is a sought-after speaker and instructor. He delivers marketing workshops and courses for accounting firms\, sharing his expertise and helping others to succeed. \nHis firm\, Fixyr\, uses the latest best practices and strategies to improve clients’ search engine visibility and drive qualified traffic. They have built a proprietary AI dashboard to analyze accounting industry content\, providing valuable insights for best practices and optimization for content and both organic and local SEO. \nFacilitators \nRaissa Evans \nRaissa joined Weaver as head of digital and lead gen in 2020\, a full-service national CPA and advisory firm. She began her early career in the technology industry\, then spent 12 years as head of marketing at PKF Texas\, a firm recognized as a market-leader by its peers due to many industry firsts\, winning more than 120 awards along the way. She founded her consultancy Running Reload LLC in 2015 where she works with clients on social optimization and Guided Marketing. \nAs a pioneer of digital strategy for professional services for more than 20 years\, Raissa’s led digital transformations in marketing technology\, web and content strategy and lead generation customer journeys. She speaks regularly on growth strategy\, marketing operations\, digital performance and the like. \nShe hosts AAM’s monthly Virtual Campfire video conference and was AAM Marketer of the Year 2011\, was named “One to Watch” by Accounting Today’s Top 100 Most Influential in Accounting\, is Past President of Houston’s Interactive Marketing Association\, and founder of non-profit Celtic Valor\, which awards scholarships to veterans. \nAmanda Sturdevant \nAmanda is a marketing strategist and project manager with more than fifteen years of experience in accounting marketing. In late 2022\, she joined the Enterprise Marketing team at Baker Tilly\, an IPA Top 10 firm\, through a merger and is still feeling her way around. Prior to the merger\, she spent seven years as Marketing Director at True Partners Consulting (TPC)\, a national tax-only accounting firm with nine offices across the U.S. At TPC\, Amanda provided strategic marketing counsel to the firm’s management team\, managed all forms of marketing communications\, planned conferences and events\, and trained firm professionals on marketing and business development topics. Prior to her role at TPC\, Amanda was the Marketing Director at MorrisAnderson\, a restructuring and turnaround consulting firm. She strongly believes that the most important thing an accounting marketer can do is build trust with the partners and professional staff by learning and understanding their business. \nAmanda earned her MBA in Marketing Strategy & Planning and Brand Management from DePaul University’s Kellstadt Graduate School of Business in Chicago. She is also a proud alumna of the University of Wisconsin – Go Badgers! She works remotely from her home in Connecticut which she shares with her husband and two sons. \nAmanda is the co-host of AAM’s Virtual Campfire video conference series and looks forward to facilitating conversations on topics that help AAM members contribute to the growth of their firms. She also serves at co-chair of AAM’s Virtual Education Committee.  Connect with Amanda on LinkedIn. 
URL:https://accountingmarketing.org/event/virtual-campfire-ai-automation-in-marketing/
CATEGORIES:Virtual Campfire
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Virtual-Campfire-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20230118T140000
DTEND;TZID=America/Kentucky/Louisville:20230118T150000
DTSTAMP:20230105T140329Z
CREATED:20230104T151855Z
LAST-MODIFIED:20230105T140329Z
UID:5636-1674050400-1674054000@accountingmarketing.org
SUMMARY:Virtual Campfire: The Looming Recession- Fact or Fiction for your Firm?
DESCRIPTION:Everyone is talking about 2023 being the start of another recession; are you feeling that in your firm? How can marketers help to grow and sustain their firms during a recession\, when much of what we do costs money? Please come prepared to share your outlook on marketing activities for 2023 and creative ways to support firm growth in a challenging economic environment. \nFacilitators \nRaissa Evans \nRaissa joined Weaver as head of digital and lead gen in 2020\, a full-service national CPA and advisory firm. She began her early career in the technology industry\, then spent 12 years as head of marketing at PKF Texas\, a firm recognized as a market-leader by its peers due to many industry firsts\, winning more than 120 awards along the way. She founded her consultancy Running Reload LLC in 2015 where she works with clients on social optimization and Guided Marketing. \nAs a pioneer of digital strategy for professional services for more than 20 years\, Raissa’s led digital transformations in marketing technology\, web and content strategy and lead generation customer journeys. She speaks regularly on growth strategy\, marketing operations\, digital performance and the like. \nShe hosts AAM’s monthly Virtual Campfire video conference and was AAM Marketer of the Year 2011\, was named “One to Watch” by Accounting Today’s Top 100 Most Influential in Accounting\, is Past President of Houston’s Interactive Marketing Association\, and founder of non-profit Celtic Valor\, which awards scholarships to veterans. \nAmanda Sturdevant \nAmanda is a marketing strategist and project manager with more than fifteen years of experience in accounting marketing. In late 2022\, she joined the Enterprise Marketing team at Baker Tilly\, an IPA Top 10 firm\, through a merger and is still feeling her way around. Prior to the merger\, she spent seven years as Marketing Director at True Partners Consulting (TPC)\, a national tax-only accounting firm with nine offices across the U.S. At TPC\, Amanda provided strategic marketing counsel to the firm’s management team\, managed all forms of marketing communications\, planned conferences and events\, and trained firm professionals on marketing and business development topics. Prior to her role at TPC\, Amanda was the Marketing Director at MorrisAnderson\, a restructuring and turnaround consulting firm. She strongly believes that the most important thing an accounting marketer can do is build trust with the partners and professional staff by learning and understanding their business. \nAmanda earned her MBA in Marketing Strategy & Planning and Brand Management from DePaul University’s Kellstadt Graduate School of Business in Chicago. She is also a proud alumna of the University of Wisconsin – Go Badgers! She works remotely from her home in Connecticut which she shares with her husband and two sons. \nAmanda is the co-host of AAM’s Virtual Campfire video conference series and looks forward to facilitating conversations on topics that help AAM members contribute to the growth of their firms. She also serves at co-chair of AAM’s Virtual Education Committee.  Connect with Amanda on LinkedIn.  
URL:https://accountingmarketing.org/event/virtual-campfire-the-looming-recession-fact-or-fiction-for-your-firm/
CATEGORIES:Virtual Campfire
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Virtual-Campfire-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20230117T160000
DTEND;TZID=America/Kentucky/Louisville:20230117T170000
DTSTAMP:20230105T140245Z
CREATED:20230104T221404Z
LAST-MODIFIED:20230105T140245Z
UID:5645-1673971200-1673974800@accountingmarketing.org
SUMMARY:Diversity\, Equity\, & Inclusion Webinar: Recognizing and Combating Unconscious Bias
DESCRIPTION:First impressions are the basis for unconscious bias. Unconscious bias is the soft prejudices we all have and are unaware of. In today’s world\, this lack of awareness can profoundly impact your professional and personal life and the way you unintentionally communicate and think. Overt racism is easy to identify\, but how do you identify an unconscious bias? This session will take a deep dive into the subject\, have you confront some of your own biases\, and regardless of race\, status\, income\, or education\, see how you have been a casualty of unconscious bias. \n  \nAbout Jennifer \nJennifer led the firm’s B Corporation certification process\, resulting in SSF becoming the first California accounting firm certified as a B Corporation. In 2020\, she launched the firm’s Sensiba Center for Sustainability\, to help companies move to a purpose-driven\, sustainable business model that includes social and environmental performance\, accountability\, and transparency. \nIn addition to her sustainability practice\, Jennifer hosts the Rebooting Capitalism podcast that digs into why traditional capitalism is broken and what people are doing to fix it. She also as honored in 2021 by the San Francisco Business Times as one of the 100 Most Influential Women in Businesses. \nJennifer received a dual bachelor’s degree in graphic design and photography from California State University\, East Bay. She also holds a diversity and inclusion certificate from Cornell University. Currently\, she is attending Harvard University studying corporate sustainability and innovation. Jennifer has been a member of The Association for Accounting Marketing (AAM) for the past 10 years and has served on the board for the past several years. Outside of work\, Jennifer enjoys CrossFit\, kayaking\, and spending time in the redwoods. \nThis webinar is being offered in collaboration with CPAmerica. 
URL:https://accountingmarketing.org/event/aam-cpamerica-diversity-equity-inclusion-webinar-recognizing-and-combating-unconscious-bias/
CATEGORIES:AAM High Webinar
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20230110T113000
DTEND;TZID=America/Kentucky/Louisville:20230110T123000
DTSTAMP:20221222T143102Z
CREATED:20221222T143102Z
LAST-MODIFIED:20221222T143102Z
UID:5628-1673350200-1673353800@accountingmarketing.org
SUMMARY:New Member Welcome Call
DESCRIPTION:So you’ve joined the Association for Accounting Marketing… Now what? \nJoin us for an open discussion about what it means to be an AAM member at our New Member Welcome! \nThis call will provide an opportunity for you to: \n– Connect with other new members\n– Review member benefits\n– Learn about AAM Connect\, the online members only platform which offers a wealth of tools and information\n– Ask questions and have an open discussion \nHosted by the Member Growth Committee. \nWe look forward to connecting with you!
URL:https://accountingmarketing.org/event/new-member-welcome-call-4/
CATEGORIES:New Member Welcome Call
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/New-Member-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20221215T140000
DTEND;TZID=America/Kentucky/Louisville:20221215T150000
DTSTAMP:20221128T181035Z
CREATED:20221128T181035Z
LAST-MODIFIED:20221128T181035Z
UID:5540-1671112800-1671116400@accountingmarketing.org
SUMMARY:Business Development Roundtable: What Does M&A and PE Really Mean to Firm Business Development Leaders?
DESCRIPTION:The recent AAM Emerge conference – Growth Through Realignment – was largely focused on all things M&A and PE related.  There were great speakers and fantastic topics presented.  So\, join our next BD Roundtable to further discuss some of the critical issues particularly relevant to firm business development leaders such as: \n\nThe evolution of firm growth strategies – organic vs. M&A\nThe influence of M&A or PE investment in your market(s) and competitors\nThe changing nature of business development in today’s acquisitive landscape\nThe personal impact of M&A/PE on business development leaders\n\nSpeakers \nAdam Klein – Chief Growth Officer\, Bennett Thrasher \n  \n  \nAlex Drost – Founder & CEO\, Connection Builders \n  \n  \nDavid Toth – Chief Growth Strategist\, Winding River Consulting \n  \n  \nJeff Jacobs – Director of Development\, Wilkins Miller \n  \n  \n 
URL:https://accountingmarketing.org/event/business-development-roundtable-what-does-ma-and-pe-really-mean-to-firm-business-development-leaders/
CATEGORIES:Business Development Roundtable
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20221214T140000
DTEND;TZID=America/Kentucky/Louisville:20221214T144500
DTSTAMP:20220705T220010Z
CREATED:20220427T220736Z
LAST-MODIFIED:20220705T220010Z
UID:639-1671026400-1671029100@accountingmarketing.org
SUMMARY:Virtual Campfire: Looking Back\, Looking Forward
DESCRIPTION:Pull out your analytics\, look back at your strategic plans and New Year’s resolutions and let’s chat about what worked\, what didn’t\, and what we’re focusing on moving forward. \nFacilitators \nRaissa Evans \nRaissa joined Weaver as head of digital and lead gen in 2020\, a full-service national CPA and advisory firm. She began her early career in the technology industry\, then spent 12 years as head of marketing at PKF Texas\, a firm recognized as a market-leader by its peers due to many industry firsts\, winning more than 120 awards along the way. She founded her consultancy Running Reload LLC in 2015 where she works with clients on social optimization and Guided Marketing. \nAs a pioneer of digital strategy for professional services for more than 20 years\, Raissa’s led digital transformations in marketing technology\, web and content strategy and lead generation customer journeys. She speaks regularly on growth strategy\, marketing operations\, digital performance and the like. \nShe hosts AAM’s monthly Virtual Campfire video conference and was AAM Marketer of the Year 2011\, was named “One to Watch” by Accounting Today’s Top 100 Most Influential in Accounting\, is Past President of Houston’s Interactive Marketing Association\, and founder of non-profit Celtic Valor\, which awards scholarships to veterans. \nAmanda Sturdevant \nAmanda is a marketing strategist and project manager with more than fifteen years of experience in accounting marketing. For the past seven years she’s served as Marketing Director and department of one at True Partners Consulting (TPC)\, a national tax-only accounting firm with nine offices across the U.S. To say ‘she wears many hats’ is an understatement. Alongside her awesome team of outsourced partners\, Amanda provides strategic marketing counsel to the firm’s management team\, manages all forms of marketing communications\, plans conferences and events\, trains firm professionals on marketing and business development topics and more. During her time at True Partners\, she has created awareness of and increased respect for marketing’s value. She strongly believes that the most important thing an accounting marketer can do is build trust with the partners and professional staff by learning and understanding their business. \nAmanda earned her MBA in Marketing Strategy & Planning from DePaul University’s Kellstadt Graduate School of Business in Chicago. She is also a proud alumna of the University of Wisconsin – Go Badgers! She works remotely from her home in Connecticut which she shares with her husband and two sons. \nAmanda is a new co-host of AAM’s Virtual Campfire video conference series and looks forward to facilitating conversations on topics that help AAM members contribute to the growth of their firms.  Connect with Amanda on LinkedIn. 
URL:https://accountingmarketing.org/event/virtual-campfire-looking-back-looking-forward/
CATEGORIES:Virtual,Virtual Campfire
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Virtual-Campfire-500-pixels.jpg
ORGANIZER;CN="Emily Hensler":MAILTO:heather@accountingmarketing.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20221213T130000
DTEND;TZID=America/Kentucky/Louisville:20221213T134500
DTSTAMP:20221201T182706Z
CREATED:20221201T174701Z
LAST-MODIFIED:20221201T182706Z
UID:5547-1670936400-1670939100@accountingmarketing.org
SUMMARY:Today’s Top Challenges for Large Accounting Firms
DESCRIPTION:Program Description \nJoin Lisa Simpson\, Vice President of Firm Services for the AICPA\, as she reviews what large firms rank as their top challenges.  In addition\, she’ll share insights from her conversations with firm leaders on how they’re addressing these pain points and what they’ve got on their radar for the future. \nAbout Lisa \nLisa Simpson is the vice president of Firm Services at the AICPA. Lisa oversees the Association’s relationships with CPA firms through the Major Firms Group\, G400\, the Private Companies Practice Section\, associations/networks of CPA firms\, and the Young CPA Network. She also leads the Center for Plain English Accounting\, Technical Hotline\, and Diversity & Inclusion \nProfile photo of Lisa Simpson
URL:https://accountingmarketing.org/event/todays-top-challenges-for-large-accounting-firms/
CATEGORIES:AAM High Webinar,Virtual
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
ORGANIZER;CN="Emily Hensler":MAILTO:heather@accountingmarketing.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20221206T130000
DTEND;TZID=America/Kentucky/Louisville:20221206T141500
DTSTAMP:20221114T162405Z
CREATED:20221019T181543Z
LAST-MODIFIED:20221114T162405Z
UID:5440-1670331600-1670336100@accountingmarketing.org
SUMMARY:AAM High Webinar: Why Media Relations Still Matters For Accounting Firms
DESCRIPTION:In this world of blogging\, social media\, e-newsletters\, etc.\, don’t discount the power of media relations and news coverage. So-called “earned media” is a powerful way to elevate your brand\, specialists\, and key services. You know the stories you want to tell about your firm. Learn how to build out a successful media relations strategy and “pitch” your stories to the media. \nSpeakers \nChris Camara\nChris interviews the accounting profession’s thought leaders and writes articles on a wide range of topics for the monthly INSIDE Public Accounting newsletter. She has cultivated strong alliances with managing partners\, HR leaders\, finance chiefs\, marketers\, consultants and subject matter experts\, and stays current on major developments and trends in public accounting. She is also a proud member of AAM\, and has served on AAM’s Virtual Education Committee since 2014. \n  \nSusan Ross Wells\nSusan Ross Wells is the Marketing Manager for Gilmore Jasion Mahler\, LTD\, the largest locally owned public accounting firm in Northwest Ohio. She joined the firm in 2015\, following a 20-plus year career in broadcast journalism and other marketing/PR roles. Her areas of expertise include marketing & branding strategy\, content creation and media relations. Susan also volunteers her time handling media relations for Flag City Honor Flight\, the local hub of the national Honor Flight Network. \n  \nGreg Joslyn\nGreg has spent his professional life working at the nexus of finance and communications. Before joining the Lowe Group\, he led content and publisher development for a financial services-oriented media technology start-up and\, prior to that\, was responsible for investor relations and marketing at a multibillion dollar distressed credit hedge fund. \nGreg started his career editing and reporting for capital markets and institutional investment management publications at Euromoney Institutional Investor. He received a B.A. from the Plan II Liberal Arts Honors Program at the University of Texas. Greg enjoys sailing and snowboarding. He resides in Shorewood with his wife and their youngest child.
URL:https://accountingmarketing.org/event/aam-high-webinar-why-media-relations-still-matters-for-accounting-firms/
CATEGORIES:AAM High Webinar
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20221129T130000
DTEND;TZID=America/Kentucky/Louisville:20221129T141500
DTSTAMP:20221018T200250Z
CREATED:20221018T200250Z
LAST-MODIFIED:20221018T200250Z
UID:5410-1669726800-1669731300@accountingmarketing.org
SUMMARY:AAM High Webinar: Discover the Benefits of Live Chat
DESCRIPTION:Do you want to turn more website visitors into customers? Live Chat can help you get 6x MORE engagement from your website visitors – and turn them from browsers to hot leads in just a short conversation. Moneypenny’s Head of Business Development\, Stephanie Vaughan-Jones\, will show you everything you need to know. \nYou will learn: \n\nThe amazing amount of detail visitors give you – with real examples\nHow agents work with bots to answer routine customer questions and give VIP service\nJust how easy it is to set up and run on your website\n…and much more!\n\nAbout Stephanie \nFirst recruited as a receptionist in 2009\, Stephanie’s can-do attitude and dedication to best serving her clients saw her move swiftly towards a role in Moneypenny’s sector sales team. From there\, given her continued success in the pursuit of new industries\, Stephanie was soon invited to join Moneypenny US in Atlanta\, heading up its business development team. \nIt’s thanks to Stephanie’s passion for business development and strategic partnerships that Moneypenny’s market share in the US is growing. Her understanding of what makes the business unique – professional and experienced receptionists working in a happy and engaging environment on behalf of clients and their customers – ensures service delivery continues to honor brand values. \nThere’s no question that Stephanie’s in-depth knowledge of a wide range of sectors\, along with her first-hand experience as a receptionist\, have fully equipped her to accurately assess the needs of clients and provide them with tailored communication solutions – an ability she deems the most rewarding part of her role: “To transform a client’s pain points into a complete\, one-stop solution is an absolute pleasure.”
URL:https://accountingmarketing.org/event/aam-high-webinar-discover-the-benefits-of-live-chat/
CATEGORIES:AAM High Webinar
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20221116T140000
DTEND;TZID=America/Kentucky/Louisville:20221116T144500
DTSTAMP:20220705T220019Z
CREATED:20220427T220155Z
LAST-MODIFIED:20220705T220019Z
UID:634-1668607200-1668609900@accountingmarketing.org
SUMMARY:Virtual Campfire: Seat at the Table
DESCRIPTION:How do you earn\, or expand\, your influence with leadership on marketing strategy? What does it really mean to have “a seat at the table”? In what way can AAM and our community help each other build respect\, credibility\, approval and expanded budgets and resources? \nFacilitators \nRaissa Evans \nRaissa joined Weaver as head of digital and lead gen in 2020\, a full-service national CPA and advisory firm. She began her early career in the technology industry\, then spent 12 years as head of marketing at PKF Texas\, a firm recognized as a market-leader by its peers due to many industry firsts\, winning more than 120 awards along the way. She founded her consultancy Running Reload LLC in 2015 where she works with clients on social optimization and Guided Marketing. \nAs a pioneer of digital strategy for professional services for more than 20 years\, Raissa’s led digital transformations in marketing technology\, web and content strategy and lead generation customer journeys. She speaks regularly on growth strategy\, marketing operations\, digital performance and the like. \nShe hosts AAM’s monthly Virtual Campfire video conference and was AAM Marketer of the Year 2011\, was named “One to Watch” by Accounting Today’s Top 100 Most Influential in Accounting\, is Past President of Houston’s Interactive Marketing Association\, and founder of non-profit Celtic Valor\, which awards scholarships to veterans. \nAmanda Sturdevant \nAmanda is a marketing strategist and project manager with more than fifteen years of experience in accounting marketing. For the past seven years she’s served as Marketing Director and department of one at True Partners Consulting (TPC)\, a national tax-only accounting firm with nine offices across the U.S. To say ‘she wears many hats’ is an understatement. Alongside her awesome team of outsourced partners\, Amanda provides strategic marketing counsel to the firm’s management team\, manages all forms of marketing communications\, plans conferences and events\, trains firm professionals on marketing and business development topics and more. During her time at True Partners\, she has created awareness of and increased respect for marketing’s value. She strongly believes that the most important thing an accounting marketer can do is build trust with the partners and professional staff by learning and understanding their business. \nAmanda earned her MBA in Marketing Strategy & Planning from DePaul University’s Kellstadt Graduate School of Business in Chicago. She is also a proud alumna of the University of Wisconsin – Go Badgers! She works remotely from her home in Connecticut which she shares with her husband and two sons. \nAmanda is a new co-host of AAM’s Virtual Campfire video conference series and looks forward to facilitating conversations on topics that help AAM members contribute to the growth of their firms.  Connect with Amanda on LinkedIn. 
URL:https://accountingmarketing.org/event/virtual-campfire-seat-at-the-table/
CATEGORIES:Virtual,Virtual Campfire
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Virtual-Campfire-500-pixels.jpg
ORGANIZER;CN="Emily Hensler":MAILTO:heather@accountingmarketing.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20221108T113000
DTEND;TZID=America/Kentucky/Louisville:20221108T123000
DTSTAMP:20220705T220027Z
CREATED:20220427T220013Z
LAST-MODIFIED:20220705T220027Z
UID:631-1667907000-1667910600@accountingmarketing.org
SUMMARY:New Member Welcome Call
DESCRIPTION:So you’ve joined the Association for Accounting Marketing… Now what? \nJoin us for an open discussion about what it means to be an AAM member at our New Member Welcome! \nThis call will provide an opportunity for you to: \n– Connect with other new members\n– Review member benefits\n– Learn about AAM Connect\, the online members only platform which offers a wealth of tools and information\n– Ask questions and have an open discussion \nHosted by the Member Growth Committee. \nWe look forward to connecting with you!
URL:https://accountingmarketing.org/event/new-member-welcome-call-3/
CATEGORIES:New Member Welcome Call,Virtual
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/New-Member-500-pixels.jpg
ORGANIZER;CN="Emily Hensler":MAILTO:heather@accountingmarketing.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20221104T110000
DTEND;TZID=America/Kentucky/Louisville:20221104T163000
DTSTAMP:20220816T181026Z
CREATED:20220816T181026Z
LAST-MODIFIED:20220816T181026Z
UID:2089-1667559600-1667579400@accountingmarketing.org
SUMMARY:Emerge
DESCRIPTION:Emerge is AAM’s one-day virtual conference experience designed to inspire\, transform and elevate with the information marketers\, business developers and growth professionals need today. Each year the conference focuses on a central theme that directly relates to current challenges and opportunities within the accounting profession. \nEmerge 2022 sessions will revolve around the theme of Growth Through Realignment. There is a frenzy of M&A activity and it’s expanding to other services such as wealth management and cybersecurity. Even firms wanting to remain independent must adjust their growth strategies. Are you prepared for your important role within the firm of the future? Join us on November 4 and emerge with new ideas. \nRegistration for Emerge is now open! Click here to go to the Emerge conference website. \n 
URL:https://accountingmarketing.org/event/emerge/
CATEGORIES:Emerge
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/08/emerge-logo-final-jpg.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20221025T130000
DTEND;TZID=America/Kentucky/Louisville:20221025T141500
DTSTAMP:20220922T161141Z
CREATED:20220922T161141Z
LAST-MODIFIED:20220922T161141Z
UID:2234-1666702800-1666707300@accountingmarketing.org
SUMMARY:AAM High! Webinar: Google Analytics 4 Overview for Accounting Marketers
DESCRIPTION:Google Analytics as we know it is dead. It’s a bold – but true – statement. GA4 is a brand-new product with brand-new features and interfaces. And plenty of benefits … once you figure out the differences\, learn the new terminology and get used to a new interface. Learn more about GA4\, the new tools available and how the launch will affect your website analytics reporting. Join us October 25 for this AAM High Webinar! \nAbout Rachael\nRachael McGrew is the Business Development Director for Landmark CPAs\, one of Arkansas’ largest accounting firms. In her role\, she wears many hats\, including overseeing the firm’s marketing and business development strategy\, managing internal and external communications\, maintaining the firm’s social media and web presence\, planning and executing firm events and community outreach programs\, coordinating recruiting campaigns\, and serving on industry association committees. \nRachael is the co-chair of the AAM Minute and leads the AAM Hubspot Circle. She is a graduate of the Leadership Fort Smith program\, an Arkansas Business and Northwest Arkansas Business Journal 40 Under 40 honoree\, and a member of the Associated Builders and Contractors of Arkansas’ Western Council.
URL:https://accountingmarketing.org/event/aam-high-webinar-google-analytics-4-overview-for-accounting-marketers/
CATEGORIES:AAM High Webinar
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20221019T140000
DTEND;TZID=America/Kentucky/Louisville:20221019T144500
DTSTAMP:20220921T174840Z
CREATED:20220427T215322Z
LAST-MODIFIED:20220921T174840Z
UID:628-1666188000-1666190700@accountingmarketing.org
SUMMARY:Virtual Campfire: Client Data
DESCRIPTION:Accountants and advisors are often positioned at the heart of business decision-making and core processes\, giving us access to a wealth of data useful to marketing strategy. What are we capturing\, and how? Is this data allowing us to do a lifecycle analysis or is it stuck in disparate systems? Are we using it to target clients and segment our messaging? We’ll discuss how it’s been useful and what the challenges have been in using client data to grow and retain our client base. \nSME \nSarah Johnson Dobek is president and founder of Inovautus Consulting\, a national consulting firm that develops strategies\, programs\, and training designed to help accounting firms grow faster and in the right direction. \nPrior to forming Inovautus\, Sarah was the Director of Marketing for a Chicago-based accounting firm and the Director of Consulting Services at PDI Global\, where she learned the nuts and bolts of public accounting firms and the importance of aligning marketing\, people\, and practice management strategies to achieve growth. \nHaving been named a “Top 100 Most Influential Person” eight times by Accounting Today and a “Top 20 Under 40 Vendor” three times by CPA Practice Advisor\, Sarah is without a doubt glued into the profession. Living and breathing her passion\, she is also a member and former board member of the Association for Accounting Marketing (AAM)\, past president and member of the CPA Consultants Alliance\, and president of CPAsNET\, an internationally affiliated association. \nFacilitators \nRaissa Evans \nRaissa joined Weaver as head of digital and lead gen in 2020\, a full-service national CPA and advisory firm. She began her early career in the technology industry\, then spent 12 years as head of marketing at PKF Texas\, a firm recognized as a market-leader by its peers due to many industry firsts\, winning more than 120 awards along the way. She founded her consultancy Running Reload LLC in 2015 where she works with clients on social optimization and Guided Marketing. \nAs a pioneer of digital strategy for professional services for more than 20 years\, Raissa’s led digital transformations in marketing technology\, web and content strategy and lead generation customer journeys. She speaks regularly on growth strategy\, marketing operations\, digital performance and the like. \nShe hosts AAM’s monthly Virtual Campfire video conference and was AAM Marketer of the Year 2011\, was named “One to Watch” by Accounting Today’s Top 100 Most Influential in Accounting\, is Past President of Houston’s Interactive Marketing Association\, and founder of non-profit Celtic Valor\, which awards scholarships to veterans. \nAmanda Sturdevant \nAmanda is a marketing strategist and project manager with more than fifteen years of experience in accounting marketing. For the past seven years she’s served as Marketing Director and department of one at True Partners Consulting (TPC)\, a national tax-only accounting firm with nine offices across the U.S. To say ‘she wears many hats’ is an understatement. Alongside her awesome team of outsourced partners\, Amanda provides strategic marketing counsel to the firm’s management team\, manages all forms of marketing communications\, plans conferences and events\, trains firm professionals on marketing and business development topics and more. During her time at True Partners\, she has created awareness of and increased respect for marketing’s value. She strongly believes that the most important thing an accounting marketer can do is build trust with the partners and professional staff by learning and understanding their business. \nAmanda earned her MBA in Marketing Strategy & Planning from DePaul University’s Kellstadt Graduate School of Business in Chicago. She is also a proud alumna of the University of Wisconsin – Go Badgers! She works remotely from her home in Connecticut which she shares with her husband and two sons. \nAmanda is a new co-host of AAM’s Virtual Campfire video conference series and looks forward to facilitating conversations on topics that help AAM members contribute to the growth of their firms.  Connect with Amanda on LinkedIn. 
URL:https://accountingmarketing.org/event/virtual-campfire-client-data/
CATEGORIES:Virtual,Virtual Campfire
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Virtual-Campfire-500-pixels.jpg
ORGANIZER;CN="Emily Hensler":MAILTO:heather@accountingmarketing.org
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20221004T123000
DTEND;TZID=America/Kentucky/Louisville:20221004T133000
DTSTAMP:20220920T135508Z
CREATED:20220920T134509Z
LAST-MODIFIED:20220920T135508Z
UID:2221-1664886600-1664890200@accountingmarketing.org
SUMMARY:Business Development Roundtable: Social Selling on LinkedIn – how everyone at your firm can use LinkedIn to drive new business
DESCRIPTION:LinkedIn is the world’s largest professional networking platform with more than 800 million users in 200 countries. LinkedIn’s mission is to “connect the world’s professionals to make them more productive and successful”. Join the AAM Business Development committee for a discussion and to share ideas for how your firm can use LinkedIn to drive new business. \nThis practical session will include: \n\nDeveloping a LinkedIn profile to market and strengthen a personal brand\nLeveraging LinkedIn’s features to grow a network and help identify target audiences\nWriting a powerful connection request message to connect with contacts\nConverting contacts into prospects\nGenerating sales leads\nClosing new business\n\nSpeakers \nAlex Egan – Director\, Broker-Dealer & Investment Advisor Services\, Kaufman Rossin \n  \n  \nAdam Klein – Chief Growth Officer\, Bennett Thrasher \n  \n  \nAlex Drost – Founder & CEO\, Connection Builders
URL:https://accountingmarketing.org/event/social-selling-on-linkedin-how-everyone-at-your-firm-can-use-linkedin-to-drive-new-business/
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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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20220927T130000
DTEND;TZID=America/Kentucky/Louisville:20220927T141500
DTSTAMP:20220919T163431Z
CREATED:20220906T185444Z
LAST-MODIFIED:20220919T163431Z
UID:2184-1664283600-1664288100@accountingmarketing.org
SUMMARY:AAM High! Webinar: Leading with Next-Gen KPIs: Telling a Data Story that Matters to Firm Leadership
DESCRIPTION:Having actionable data is essential to successfully marketing your firm and driving growth\, but we have too much data\, limited skillsets\, and not enough or not the right systems to produce the data that partners can grasp easily. Interpreting marketing KPIs for firm leaders is critical for providing valuable evidence to inform decision making\, but it also elevates and empowers marketing teams to become influential in co-creating a culture of growth. \nSo how can your marketing department – regardless of the size of your department or firm – use existing tools and resources to deliver insights that translate to business strategy? Do you have the right KPIs demonstrating the results that matter? \nIn this discussion\, our panelists will explore: \n\nWhich performance metrics firm leaders use to gauge segment and service performance\, and why it’s important for marketing to be in that loop (actionable data is a two-way street)\nHow to align marketing KPIs with business growth goals as a unified\, holistic approach to strategy – what is profitable and what works\nWhy it’s important to have a defined vocabulary (you need to speak the same language)\, consistent communication\, and team commitment\nHow do you get started with what you have\, what are some tools you and your firm leaders should be looking at\, and steps you can take now to take your data analytics to the next level\n\nAbout Gabe \nGabe Tevrizian is the Director of Marketing for REDW LLC. He is a growth-minded marketing and business development executive with more than two decades of B2B and professional services experience. He drives business results through effective brand management\, demand generation and client experience programs while maximizing the firm’s go-to-market growth strategies. \nThrough efficient communication and cross-functional collaboration\, he leads a dynamic team accountable for creating value for the client and growth opportunities for the firm. \nBefore entering the accounting and advisory industry in 2010\, he held Director of Marketing and Business Development positions at two Seattle-based corporate law firms. \nAbout David \nDavid M. Toth serves as Chief Growth Officer and Principal for Winding River Consulting. With a focus solely on the accounting profession\, David guides Top 400 firms in designing and implementing highly effective strategic-growth frameworks that encompass M&A\, digital\, and internal organic growth. David facilitates Winding River Consulting’s (WRC) marquee program\, Managing Partner Bootcamp\, helping firms address the increasingly critical communication gap and gain alignment between leadership\, marketing\, and business development. David created WRC’s Digital Deep Dive Summit\, an event dedicated to the advancement of digital strategy through a peer-to-peer driven\,1.5 day program. \nDavid has leveraged his digital expertise to help several top firms develop digital growth strategies that achieve\, and even outperform\, desired outcomes. His time-tested formulas yield measurable results by crafting custom solutions that enable clients to amplify their voices\, their messages\, and their bottom lines. \nHe has served as an outsourced CMO for organizations in sectors from fast-growing start-ups to well established Fortune 500 companies. David prioritizes building meaningful relationships recognizing that\, while each business and industry is unique\, the foundation to success is always the same: know your customer. \nAbout Steve  \nSteve McDonald joined Abdo in 1991 after graduating from Minot State University with a Bachelor of Science Degree in Accounting. He currently serves as Managing Partner and during his tenure the firm has grown to a top 15 Minnesota accounting firm and a top 200 firm in the United States. Steve’s vision of continuous improvement and responsiveness to client needs has resulted leading the firm through several strategic mergers and acquisitions\, new service line and industry segment development\, and annual double-digit growth.
URL:https://accountingmarketing.org/event/aam-high-webinar-leading-with-next-gen-kpis-telling-a-data-story-that-matters-to-firm-leadership/
CATEGORIES:AAM High Webinar
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20220922T130000
DTEND;TZID=America/Kentucky/Louisville:20220922T141500
DTSTAMP:20220915T165421Z
CREATED:20220815T140014Z
LAST-MODIFIED:20220915T165421Z
UID:2070-1663851600-1663856100@accountingmarketing.org
SUMMARY:AAM High! Webinar: Building a Growth Culture Where Everyone Contributes
DESCRIPTION:Traditionally\, professionals wait until the later in their career to focus on marketing and business development\, but by then it’s almost too late. Learn how to motivate and enable every level of the firm to get involved in growth. We will explore realistic expectations of each level in the firm\, when to introduce different business development strategies\, how to develop a culture of accountability and how to make business development a positive experience within the firm. \nSpeaker \nTy Hendrickson \nTy Hendrickson is a CPA\, sales expert\, and Consultant with Inovautus Consulting where she helps accounting firms grow through the integration of sales principles. \nWith over ten years of experience leading sales teams and training programs for CCH and Bloomberg BNA\, she empowers accounting firms to think outside of the box when it comes to growth. By implementing these strategies\, her clients are distinguishing themselves as trusted advisors and are finding new growth opportunities in a highly competitive market. \nTy is a contributing expert in the accounting industry\, who has been selected to speak at conferences and events hosted by Accounting & Financial Women’s Alliance\, Association for Accounting Marketers\, Alliott Global Alliance\, CPAmerica\, CCH User Conference\, and more. Additionally\, you can find her articles and insights featured in CPA Trendlines and the AFWA blog. Ty is based in Lexington\, KY where she lives with her CPA husband and her two red-headed sons.
URL:https://accountingmarketing.org/event/aam-high-webinar-building-a-growth-culture-where-everyone-contributes/
CATEGORIES:AAM High Webinar
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20220921T140000
DTEND;TZID=America/Kentucky/Louisville:20220921T144500
DTSTAMP:20220816T153624Z
CREATED:20220427T215050Z
LAST-MODIFIED:20220816T153624Z
UID:626-1663768800-1663771500@accountingmarketing.org
SUMMARY:Virtual Campfire: Service Line Innovations
DESCRIPTION:Professional services are constantly evolving to respond to demand\, market fit and regulatory changes. As friendly competitors\, there’s often opportunities to play on each other’s strengths. We’ll do a deep dive into what service line innovations have come out of gaps to meet the market demand – from developing new service lines\, to new modes of delivery and how we identify and tackle cross-selling opportunities. \nSME \nAbout Katie \nKatie Tolin founded CPA Growth Guides after a decades-long in-house marketing career that saw her named Accounting Marketer of the Year\, one of the Top 100 Most Influential People in Public Accounting and one of the Most Powerful Women in Accounting. She was also inducted into the Accounting Marketing Hall of Fame\, is a former president of the Association for Accounting Marketing and is a contributing author to “Bull’s-Eye! The Ultimate How-To Marketing & Sales Guide for CPAs.” \nThroughout her career working with local\, regional and national professional services firms\, she has developed several highly successful programs notable for innovation\, data-driven marketing strategies and measurable success in moving firms forward. Today she works as a consultant or an outsourced chief growth officer helping firms connect the dots between strategy and action to ensure they receive a positive ROI in the areas of marketing\, business development\, product management/innovation and client experience. \nFacilitators \nRaissa Evans \nRaissa joined Weaver as head of digital and lead gen in 2020\, a full-service national CPA and advisory firm. She began her early career in the technology industry\, then spent 12 years as head of marketing at PKF Texas\, a firm recognized as a market-leader by its peers due to many industry firsts\, winning more than 120 awards along the way. She founded her consultancy Running Reload LLC in 2015 where she works with clients on social optimization and Guided Marketing. \nAs a pioneer of digital strategy for professional services for more than 20 years\, Raissa’s led digital transformations in marketing technology\, web and content strategy and lead generation customer journeys. She speaks regularly on growth strategy\, marketing operations\, digital performance and the like. \nShe hosts AAM’s monthly Virtual Campfire video conference and was AAM Marketer of the Year 2011\, was named “One to Watch” by Accounting Today’s Top 100 Most Influential in Accounting\, is Past President of Houston’s Interactive Marketing Association\, and founder of non-profit Celtic Valor\, which awards scholarships to veterans. \nAmanda Sturdevant \nAmanda is a marketing strategist and project manager with more than fifteen years of experience in accounting marketing. For the past seven years she’s served as Marketing Director and department of one at True Partners Consulting (TPC)\, a national tax-only accounting firm with nine offices across the U.S. To say ‘she wears many hats’ is an understatement. Alongside her awesome team of outsourced partners\, Amanda provides strategic marketing counsel to the firm’s management team\, manages all forms of marketing communications\, plans conferences and events\, trains firm professionals on marketing and business development topics and more. During her time at True Partners\, she has created awareness of and increased respect for marketing’s value. She strongly believes that the most important thing an accounting marketer can do is build trust with the partners and professional staff by learning and understanding their business. \nAmanda earned her MBA in Marketing Strategy & Planning from DePaul University’s Kellstadt Graduate School of Business in Chicago. She is also a proud alumna of the University of Wisconsin – Go Badgers! She works remotely from her home in Connecticut which she shares with her husband and two sons. \nAmanda is a new co-host of AAM’s Virtual Campfire video conference series and looks forward to facilitating conversations on topics that help AAM members contribute to the growth of their firms.  Connect with Amanda on LinkedIn. 
URL:https://accountingmarketing.org/event/virtual-campfire-service-line-innovations/
CATEGORIES:Virtual,Virtual Campfire
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Virtual-Campfire-500-pixels.jpg
ORGANIZER;CN="Emily Hensler":MAILTO:heather@accountingmarketing.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20220913T113000
DTEND;TZID=America/Kentucky/Louisville:20220913T123000
DTSTAMP:20220708T213231Z
CREATED:20220427T214822Z
LAST-MODIFIED:20220708T213231Z
UID:621-1663068600-1663072200@accountingmarketing.org
SUMMARY:New Member Welcome Call
DESCRIPTION:So you’ve joined the Association for Accounting Marketing… Now what? \nJoin us for an open discussion about what it means to be an AAM member at our New Member Welcome! \nThis call will provide an opportunity for you to: \n– Connect with other new members\n– Review member benefits\n– Learn about AAM Connect\, the online members only platform which offers a wealth of tools and information\n– Ask questions and have an open discussion \nHosted by the Member Growth Committee. \nWe look forward to connecting with you!
URL:https://accountingmarketing.org/event/new-member-welcome-call-2/
CATEGORIES:New Member Welcome Call,Virtual
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/New-Member-500-pixels.jpg
ORGANIZER;CN="Emily Hensler":MAILTO:heather@accountingmarketing.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20220823T130000
DTEND;TZID=America/Kentucky/Louisville:20220823T141500
DTSTAMP:20220722T134925Z
CREATED:20220721T163936Z
LAST-MODIFIED:20220722T134925Z
UID:1991-1661259600-1661264100@accountingmarketing.org
SUMMARY:AAM High! Webinar: From Good Intentions to Solid Action: Marketing’s Role in DEI
DESCRIPTION:A recent AAM survey shows that firms with DEI initiatives in place earn higher Net Promoter Scores than those that don’t. More inclusive work environments are attractive not only to staff\, but to prospects looking for firms with a mission that aligns with their personal values. Marketing\, therefore\, needs to be deeply involved in your firm’s DEI strategy. In this AAM High webinar\, you will hear from three professionals who are at the forefront of their firms’ efforts. In a moderated discussion\, they will discuss their journey while offering specific ideas to move your firm forward. \nModerator \nAbout Bonnie \nBonnie Buol Ruszczyk is the president of bbr companies where she provides strategic marketing\, project execution\, and content development for professional services firms. Additionally\, she is a Cornell-certified DEI consultant providing training and consulting for those looking to start a program or expand what they have done so far. Finally\, along with Katie Tolin\, she owns Rally Rounds\, a mastermind program for accounting practitioners and growth professionals. \n  \nPanel \nAbout Carlo \nCarlo Calma is a member of ORBA’s Marketing Department and has been with the firm for more than five years. Carlo utilizes his marketing and communications experience to manage the firm’s industry and practice groups\, providing strategic support for the groups’ client-facing activities\, including preparing requests for proposals\, coordinating the firm’s educational programs and managing various marketing and business development projects. \nCarlo is also the Co-Chair of the firm’s Diversity\, Equity & Inclusion Committee. He uses his communications skillset to lead the firm’s diversity\, equity and inclusion initiatives. \nAbout Jennifer \nA high-impact leader who has worked in CPA firm environments for more than 20 years\, Jennifer Goldsmith Cerra joined Herbein in 2020. Goldsmith Cerra previously worked for Baker Tilly\, a leading international CPA advisory firm. \nAs Herbein’s director of communications\, she leads the development and execution of the firm’s communications strategy. In this role\, Goldsmith Cerra provides direct oversight of all external and internal communications initiatives\, and is responsible for management of the firm’s in- house communications professionals. \nShe is known for her strategic\, holistic approach to aligning with key business priorities and working effectively with business leaders. Goldsmith Cerra has also been instrumental in designing\, developing and leading change initiatives over the course of her career. She is passionate about diversity\, equity\, and inclusion (DEI) and oversees strategic efforts and systemic solutions that include Horizon\, the firm’s DEI initiative. \nAbout Arianna \nArianna Savoca is a manager in the Human Resources department at Grassi\, where she specializes in learning and development\, campus and experienced hire recruiting\, performance management and DEI (diversity\, equity and inclusion) initiatives. She is also instrumental in developing and implementing volunteerism and charitable giving programs to enhance employee engagement and maximize the firm’s community outreach. \nSince joining Grassi in 2019\, Arianna has relaunched the Grassi Women’s Council and formalized the Grassi DEI Council to promote the equality and advancement of the firm’s diverse workforce. She has also assisted in redesigning entry-level and firmwide technical trainings. \nPrior to joining Grassi\, Arianna worked in taxation at both a Big Four and a regional public accounting firm. She draws from her experience in client service\, employee learning\, tax and audits to make strategic decisions about Grassi’s professional development programs\, employee engagement\, staff scheduling and other policies and procedures. \nArianna’s passion for equity\, inclusion and community extends beyond the office as well. She is the Long Island Committee Co-Chair for the Financial Women’s Association and a Moxxie Mentor for the Moxxie Mentoring Foundation\, a nonprofit created to support and foster the career advancement and leadership development of young women through generational mentoring. She also volunteers frequently with the Juvenile Diabetes Research Foundation. \nA certified public accountant licensed in New York\, Arianna is a member of the New York State Society of Certified Public Accountants (NYSSCPA) and the American Institute of Certified Public Accountants (AICPA). She received her Master’s in Accounting from Adelphi University and is a nationally certified SHRM professional.
URL:https://accountingmarketing.org/event/from-good-intentions-to-solid-action-marketings-role-in-dei/
CATEGORIES:AAM High Webinar
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
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