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DTSTART;TZID=America/Kentucky/Louisville:20250501T130000
DTEND;TZID=America/Kentucky/Louisville:20250501T140000
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CREATED:20250409T153348Z
LAST-MODIFIED:20250415T160448Z
UID:9282-1746104400-1746108000@accountingmarketing.org
SUMMARY:AAM High! Webinar: Bridging the Gap: Integrating Sales and Marketing for Accounting Firm Success
DESCRIPTION:In today’s competitive landscape\, the synergy between sales and marketing is crucial for driving growth and client satisfaction in accounting firms. Join us for an insightful webinar where Rehmann’s business development and marketing leaders share strategies and best practices for seamlessly integrating sales and marketing efforts.\nParticipants will learn: \n\nBest practices for communication\nThe importance of sales enablement\nLeadership buy-in\nHow collaboration creates growth\n\nSpeakers\nHolly Shier | Rehmann\, Chief Marketing Officer \nHolly is Rehmann’s director of marketing. Since joining the Firm in 2012\, Holly has positively supported the Firm’s vision to be THE Firm of choice for clients and associates. Holly and her talented team collaborate with leadership to skillfully craft and execute the marketing strategy for the Firm. The team provides world-class service and has won many awards from the Association for Accounting Marketing. Holly and her team are responsible for: \n\nBrand management and strategy\nDeveloping go-to-market strategies that drive growth for the Firm\nCreating effective programs\, events and thought leadership that provide added value for our clients\nSupporting the development of industries and niches that allow us to better serve our clients\nEnvisioning and implementing plans for public relations\, advertising\, voice-of-the-client programs\, digital and web presence\, and demand generation\n\nNicole Burgeson | Rehmann\, Director of Sales \nAs a Rehmann Principal\, Nikki leverages more than 20 years of experience in sales and leadership to help drive Rehmann’s overall growth. She develops strategy\, leads Rehmann’s business development team and spearheads the firm’s sales culture integration efforts by aligning the skills\, talent and technical expertise of business advisors with new clients to ensure they receive customized\, financially rewarding business solutions. \nIn addition to identifying opportunities to provide comprehensive accounting and consulting services to companies\, organizations and individuals\, Nikki personally manages new business development for Rehmann’s Greater Michigan region\, including offices in Midland and Saginaw.
URL:https://accountingmarketing.org/event/aam-high-webinar-bridging-the-gap-integrating-sales-and-marketing-for-accounting-firm-success/
CATEGORIES:AAM High Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250429T120000
DTEND;TZID=America/Kentucky/Louisville:20250429T130000
DTSTAMP:20250409T164600Z
CREATED:20250409T164519Z
LAST-MODIFIED:20250409T164600Z
UID:9284-1745928000-1745931600@accountingmarketing.org
SUMMARY:AAM Business Development Roundtable: Unlocking Growth: Building an Effective Cross-Selling Strategy
DESCRIPTION:Cross-selling remains one of the most powerful strategies for driving growth—but many firms struggle to execute it effectively. In this interactive roundtable\, Tim Keith\, CEO & Founder of Propense.ai\, and Clinton Gary\, CEO of CREDO Consulting LLC will share practical insights on building a successful cross-selling program within your organization. Together\, they’ll explore: \n\nThe core benefits of a strong cross-selling strategy\nHow to overcome common roadblocks\, including fostering collaboration and trust among partners\nWays to identify cross-selling opportunities and the right internal collaborators\nApproaches for introducing clients to additional services in a way that adds value\n\nSpeakers\n\n\nTim Keith | Propense.ai \nTimothy Keith\, CEO & Co-Founder of Propense.ai\, has worked with some of the top Financial and Professional service firms in the world teaching firm leaders and business development staff how to streamline the technology adoption process and enhance business performance. Timothy has significant experience as a founder\, management consultant\, and sales leader. \n\nClinton Gary | CREDO Consulting LLC\n \n\nClinton Gary\, CEO of CREDO Consulting LLC\, helps professional service firms drive growth through his “Collaborative Growth” approach. With 25+ years in strategy and business development leadership at Arthur Andersen and prominent law firms\, he guides leaders in creating go-to-market strategies and cross-selling frameworks that maximize collective capabilities for greater client value and firmwide growth. His silo-breaking expertise has earned recognition from legal and accounting publications and associations. An Accredited Partner for Smart Collaboration® and GrowBIG® methodologies\, Clinton also coaches professionals on effective business development strategies\, linking strategy to execution. To explore a “Collaborative Growth Firm Assessment” and learn more\, visit www.credocg.com.
URL:https://accountingmarketing.org/event/aam-business-development-roundtable-unlocking-growth-building-an-effective-cross-selling-strategy/
CATEGORIES:Business Development Roundtable
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250410T130000
DTEND;TZID=America/Kentucky/Louisville:20250410T140000
DTSTAMP:20250324T150058Z
CREATED:20250324T150019Z
LAST-MODIFIED:20250324T150058Z
UID:9206-1744290000-1744293600@accountingmarketing.org
SUMMARY:AAM High! Webinar: Accelerating Firm Growth: Data on the High Growth Accounting Firms
DESCRIPTION:Join us for an exclusive\, research-driven webinar tailored specifically for accounting marketers\, presented in partnership with Hinge and the Association for Accounting Marketing. \nBased on the 10th Anniversary Edition of the Hinge Research Institute’s High Growth Study\, this session dives deep into the marketing strategies that drive exceptional growth and profitability in the accounting sector. Discover how top-performing accounting firms are achieving nearly 4X faster growth and higher profitability compared to their peers. \nIn this focused webinar\, you’ll learn: \n\nAccounting-Specific Marketing Trends: Understand the unique challenges and opportunities within the accounting marketplace and how high-growth firms are adapting.\nData-Driven Growth Strategies for Accounting: Discover the most impactful marketing techniques and priorities for 2024\, specifically within the accounting industry\, based on our in-depth research.\nLeveraging Technology for Accounting Growth: Explore how high-growth accounting firms are utilizing technology to streamline operations\, enhance client services\, and drive marketing success.\n\nThis webinar is essential for: \n\nAccounting Marketing Professionals\nAccounting Firm Partners and Leaders\nAnyone responsible for driving growth in an accounting practice\n\nDon’t miss this opportunity to gain exclusive insights and strategies to elevate your accounting firm’s growth. Watch our on-demand webinar now! \nSpeakers \nWill Casserly is a Managing Director at Hinge\, specializing in helping accounting and financial services clients achieve their strategic\, brand visibility\, and growth objectives. He brings over 30 years of business development experience\, encompassing in-house marketing\, agency work\, communications\, media and public relations\, design and more. \n  \n  \n  \n  \n  \nAustin McNair Bio: Austin McNair is the marketing lead at Hinge where he helps guide clients through the complexities of modern marketing. Central to Hinge’s research and content marketing strategy\, Austin is also the host of Hinge’s new podcast Spiraling Up. \nBoth Austin and Will have been instrumental towards developing AAM’s Marketing Budget Benchmarking Study which comes out before Summit. \n 
URL:https://accountingmarketing.org/event/aam-high-webinar-accelerating-firm-growth-data-on-the-high-growth-accounting-firms/
CATEGORIES:AAM High Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250409T140000
DTEND;TZID=America/Kentucky/Louisville:20250409T144500
DTSTAMP:20250110T161205Z
CREATED:20250110T160834Z
LAST-MODIFIED:20250110T161205Z
UID:8887-1744207200-1744209900@accountingmarketing.org
SUMMARY:Virtual Campfire: Career Development
DESCRIPTION:Join us for an engaging and interactive conversation on career development tailored specifically for accounting marketing and BD professionals. Whether you’re just starting out or are a seasoned expert\, this session is designed to provide valuable insights and practical advice for all career levels and specialties. Learn from industry veterans\, connect with peers\, share experiences\, and discover strategies to advance your career. \n\nAlyson Fieldman\, Stambaugh Ness\nKelsey Brewer\, McGuire Sponsel\nSunny Ricks\, Warren Averrett
URL:https://accountingmarketing.org/event/virtual-campfire-career-development/
CATEGORIES:Virtual Campfire
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250402T080000
DTEND;TZID=America/Kentucky/Louisville:20250403T170000
DTSTAMP:20250116T140409Z
CREATED:20250116T140308Z
LAST-MODIFIED:20250116T140409Z
UID:8931-1743580800-1743699600@accountingmarketing.org
SUMMARY:Digital Deep Dive Summit
DESCRIPTION:Are you a C-Suite executive\, a visionary director\, or a dynamic leader who is responsible for driving revenue and growth at your firm? If so\, then Digital Deep Dive is tailor-made for individuals like you! \nDiscover cutting-edge strategies\, gain valuable insights\, and revolutionize your approach to digital growth at the Digital Deep Dive Summit with other like-minded innovators.
URL:https://accountingmarketing.org/event/digital-deep-dive-summit/
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250401T110000
DTEND;TZID=America/Kentucky/Louisville:20250401T120000
DTSTAMP:20250319T130914Z
CREATED:20250319T130046Z
LAST-MODIFIED:20250319T130914Z
UID:9194-1743505200-1743508800@accountingmarketing.org
SUMMARY:Business Development Roundtable: The Rise of Growth Leaders: Shaping the Future of Accounting Firms
DESCRIPTION:As the accounting landscape continues to evolve\, so too must the leadership driving growth and innovation within firms. Growth leaders are emerging as pivotal figures\, bridging the gap between traditional marketing roles and strategic business development. In this session\, we’ll explore how growth leaders are shaping the future of accounting firms by driving new revenue streams\, fostering client relationships\, and positioning firms for long-term success. \nAttendees will learn: \n\nMindset: Understand the strategic and growth-oriented mindset that sets growth leaders apart\, focusing on long-term vision\, innovation\, and adaptability to market changes.\nSkillset: Discover the essential skills growth leaders need\, including data-driven decision-making\, client relationship management\, and cross-functional collaboration to align firm-wide efforts.\nToolset: Explore the latest tools and technologies that empower growth leaders to drive marketing\, business development\, and client\nengagement\, making firms more competitive and forward-thinking.\n\nThis session will highlight the increasing importance of growth leaders within accounting firms and provide actionable insights on how to cultivate and empower these professionals to lead your firm into the future. Whether you’re an emerging leader or part of a firm looking to adapt to industry changes\, this session will equip you with the knowledge and strategies to thrive in the new era of accounting. \nSpeaker \nJon Hubbard | Boomer Consulting\n\nJon Hubbard\, Shareholder\, Chief Growth Officer & Consultant at Boomer Consulting\, Inc. helps accounting firm leaders find success in the areas of leadership\, talent and growth. Jon is a facilitator for the Boomer Leadership Academy\, Boomer Talent Circle\, Boomer Marketing & Business Development Circle and Boomer Operations Circle. He also guides firms to grow and be more effective in the areas of client service\, marketing and business development.Jon speaks at various industry conferences\, user conferences\, state societies\, and associations. He is a Storybrand Certified Guide and Certified Kolbe Consultant. \n\nHost \n\nAlex Drost | Connection Builders
URL:https://accountingmarketing.org/event/business-development-roundtable-the-rise-of-growth-leaders-shaping-the-future-of-accounting-firms/
CATEGORIES:Business Development Roundtable
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250319T140000
DTEND;TZID=America/Kentucky/Louisville:20250319T144500
DTSTAMP:20250205T183316Z
CREATED:20250110T160717Z
LAST-MODIFIED:20250205T183316Z
UID:8885-1742392800-1742395500@accountingmarketing.org
SUMMARY:Virtual Campfire: Sales and Marketing: Inbound
DESCRIPTION:Unlock the secrets of successful inbound marketing in our next roundtable discussion tailored for accounting industry leaders. We’ll delve into effective strategies for attracting and engaging clients through high-quality content and targeted marketing efforts. Gain practical insights and share experiences with your peers to enhance your firm’s inbound approach and drive growth. \nSME \nDavid Toth\, Winding River Consulting \nDavid Toth is a distinguished consultant with nearly two decades of expertise in driving strategic growth and transforming practices now focused within the accounting and advisory sectors. Renowned for his forward-thinking approach\, David has become a trusted advisor to managing partners and growth and firm leaders\, specializing in digital transformation\, leadership development\, and management consulting. His candid and dynamic style bridges the gap between business strategy and the accounting profession. As a leader at Winding River Consulting’s MPB | Leadership Accelerated program and founder of the Digital Deep Dive Summit\, David fosters collaboration among firm leaders and champions digital innovation. Recognized by CPA Practice Advisor and Crain’s Cleveland Business\, his work continues to shape the future of the profession. \n  \n  \nEricka Blair\, Your Part-Time Controller\, LLC \n \nEricka Blair serves as the Director of Marketing at Your Part-Time Controller\, LLC (YPTC)\, where she leads strategic initiatives to amplify the company’s brand and expand its impact in the nonprofit accounting sector. With over 10 years of experience and a passion for storytelling and creative problem-solving\, Ericka oversees all aspects of YPTC’s marketing department\, including brand management\, creative\, content development\, and digital strategy. \n  \n  \n  \n  \n  \nFacilitators \n\nAlyson Fieldman\, Stambaugh Ness\nKelsey Brewer\, McGuire Sponsel\nSunny Ricks\, Warren Averrett
URL:https://accountingmarketing.org/event/virtual-campfire-sales-and-marketing-inbound/
CATEGORIES:Virtual Campfire
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250311T113000
DTEND;TZID=America/Kentucky/Louisville:20250311T123000
DTSTAMP:20250113T192457Z
CREATED:20250113T192424Z
LAST-MODIFIED:20250113T192457Z
UID:8913-1741692600-1741696200@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-march-2025/
CATEGORIES:New Member Welcome Call
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250304T130000
DTEND;TZID=America/Kentucky/Louisville:20250304T140000
DTSTAMP:20250203T172503Z
CREATED:20250129T152838Z
LAST-MODIFIED:20250203T172503Z
UID:8979-1741093200-1741096800@accountingmarketing.org
SUMMARY:AAM High! Webinar: How are AAM Members Using AI for Marketing Today?
DESCRIPTION:It’s time for marketers to overcome AI hesitations and move beyond generic GenAI tools. AI is transforming how we write\, create presentations\, edit videos\, and power chatbots. AI-infused marketing tools are helping marketers not only find efficiencies but also improve their work. \nPeer-to-peer learning is at the heart of AAM. This session will highlight AAM members’ use of AI tools in four demos of current use-cases. Moderated by Alison Simons of Simons Marketing\, featuring Jaemi Allen of Larson Gross demoing a customized chatbot with Sendbird\, Kelsea Balde of Anthem Strategists demoing educational presentations with Beautiful.ai\, Sunny Ricks & Drew Madison of Warren Averett demoing video creation with Synthesia\, and Ashley Webb of Mercadien demoing advanced uses for ChatGPT for strategic planning. \nLearning Objectives \n\nGain a comprehensive understanding of how AI tools are being utilized in various marketing functions\, such as content creation\, design\, planning\, and multimedia production\, and chatbots.\nLearn how AI-infused marketing tools can enhance both the efficiency and quality of marketing efforts.\nSee real-world use-cases of AI in marketing through peer-to-peer learning.\n\nSpeakers\nJaemi Allen | Marketing Manager\, Larson Gross \nJaemi is a marketing leader with extensive experience in B2B marketing\, encompassing strategy development\, campaign management\, project execution\, and performance measurement. At Larson Gross\, Jaemi oversees internal marketing initiatives and has launched the firm’s Outsourced Marketing services. \n  \n  \n  \nKelsea Balde | Marketing Manager\, Anthem Strategists \nKelsea focuses on business development\, digital marketing\, brand strategy\, content creation\, event planning\, and enhancing client experience. She also manages and trains on the firm’s CRM\, HubSpot\, and oversees the onboarding process for new clients. Additionally\, Kelsea is actively involved in the firm’s recruiting activities and piloting new tools at Anthem Strategists. \n  \n  \nSunny Ricks | Director of Marketing Communications\, Warren Averett \nIn her role\, Sunny collaborates with client service teams and niche marketers to enhance the firm’s brand\, visibility\, and communications. Sunny leads the marketing communications team\, functioning as an internal agency advising on branding\, media relations\, advertising\, publicity\, websites\, content\, social media\, and collateral\, as well as overseeing internal initiatives. \n  \n  \n  \n  \nDrew Madison | Multimedia Communications Senior Associate\, Warren Averett \nDrew produces and edits multimedia content\, including videos\, podcasts\, animations\, and live broadcasts\, utilizing AI-powered tools to streamline production and enhance quality. Drew collaborates with the marketing communications team to produce high-quality content and assists IT with in-house audio and video operations. Drew is also involved in researching new AI tools to optimize workflows and improve efficiency. \n  \n  \n  \nAshley Webb | Marketing Manager\, Mercadien \nAshley specializes in digital marketing\, business development\, data analytics/reporting and branding. She is quite tech savvy\, leveraging HubSpot\, ChatGPT\, ZoomInfo and a suite of other tools for various marketing initiatives. Ashley is responsible for developing and executing firmwide and niche-specific strategic marketing plans to meet growth goals. She is a member of BDO’s DEI and Marketing Roundtables and AAM. \n  \n  \n\nFacilitator\nAlison Simons | Managing Partner\, Simons Marketing \nAlison is the founder of Simons Marketing\, LLC\, a firm specializing in marketing services for accounting firms and wealth management companies. Under her leadership\, Simons Marketing has grown into a mulit-disciplinary team offering branding\, intentional growth strategies\, digital marketing\, and recruiting messaging. Alison is also a sought-after speaker\, presenting on topics such as niche development and AI in accounting firm marketing.
URL:https://accountingmarketing.org/event/aam-high-webinar-how-are-aam-members-using-ai-for-marketing-today/
CATEGORIES:AAM High Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250226T130000
DTEND;TZID=America/Kentucky/Louisville:20250226T140000
DTSTAMP:20250127T173655Z
CREATED:20250127T173655Z
LAST-MODIFIED:20250127T173655Z
UID:8965-1740574800-1740578400@accountingmarketing.org
SUMMARY:AAM High! Webinar: How CPA Firms Really Make Money and Grow
DESCRIPTION:Ever wonder what makes a CPA firm tick — and how you can use that knowledge to make a bigger impact as a marketer? Join our lively panel of accounting leaders as we pull back the curtain on how firms make money\, from the traditional metrics like utilization and realization to the new\, tech-driven approaches shaping the future. We’ll break down firm structures (what’s with all those separate entities?) and get real about partner compensation because understanding how they’re rewarded can help you align your efforts and get the buy-in you need. \nBut that’s not all! We’ll also tackle the big obstacles holding firms back like talent shortages\, technology and access to capital (yep\, PE is part of that). You’ll walk away with fresh insights and actionable ideas to position your firm (and yourself) as a key player in driving growth. If you’re ready to level up your marketing game and truly connect with what matters most to your firm\, this session is for you! \nSpeakers\nJoe Mastaler | Partner\, Tax Service Leader\, PBMares \nA licensed CPA in Virginia\, Joe Mastaler has also earned a Master of Science Taxation (MST) and the Chartered Global Management Accountant (CGMA) designation. Virginia Business magazine has twice named him a Super CPA for his work in the Corporate Tax practice category. \nJoe loves accounting because it allows him to use numbers to help people\, including business owners and high net worth individuals. He also enjoys growing the firm and our staff. Outside the firm\, he served on the managing accounting practice committee of the Northern Chapter of the VSCPA and is a member\, past president and current officer of the Washington Executive Association. \nJoe contributes to his local community\, including having participated in the Robinson Secondary School Athletic Boosters Club and the school’s All Night Graduation Party. Other previous service includes the Greater Williamsburg Area Chamber & Tourism Alliance\, Williamsburg-James City County Education Foundation (founding member)\, TowneBank and Hospice House and Support Care of the Williamsburg. He is also a graduate of the Civic Leadership Institute and Leadership Fairfax. \nEric Majchrzak | CEO\, BeachFleischman \nEric Majchrzak is CEO and Chairman of BeachFleischman LLP\, Arizona’s largest locally-owned CPA firm and a “Top 200 Largest CPA Firm in the U.S.” Prior to his appointment to CEO\, he was an accounting firm marketer and strategist with over 20 years’ experience in the accounting profession.  He has been named multiple times to Accounting Today Magazine’s list of the “Top 100 Most Influential People” and was named AAM’s “Rookie of the Year” (2006)\, “Marketer of the Year” (2015)\, and inductee into the AAM Hall of Fame (2018). Eric has been an AAM member for 20 years and served 2 terms on the Board of Directors. He has also served on various AAM committees\, task forces\, and was a keynote speaker for the 2021 AAM Summit. Eric enjoys offering guidance and mentoring to AAM members and helping them elevate their careers \n  \n  \nJack Kolmansberger | Chief Growth Officer\, Herbein \nJack Kolmansberger joined Herbein as CMO in 2008. Before Herbein\, he had a great 12-year run as marketing director at Asher & Company\, Inc. (which joined BDO in 2012). As CMO\, he focused on strategic planning and the integration of marketing throughout the firm. In 2022\, he was promoted to CGO.  He is charged with leading data analytics\, business development\, and client experience teams to drive profitable revenue.  Jack is the founding president of the chartered Greater Philadelphia Chapter of AAM. He worked alongside many incredible AAM members as secretary\, vice president\, and president of AAM’s national board of directors. In 2006\, he was honored with the AAM Volunteer of the Year award\, and he was inducted into AAM’s Hall of Fame in 2018. \n\nModerator\nKatie Tolin | President\, 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. \n\n 
URL:https://accountingmarketing.org/event/aam-high-webinar-how-cpa-firms-really-make-money-and-grow/
CATEGORIES:AAM High Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250219T140000
DTEND;TZID=America/Kentucky/Louisville:20250219T144500
DTSTAMP:20250115T194335Z
CREATED:20250109T210300Z
LAST-MODIFIED:20250115T194335Z
UID:8876-1739973600-1739976300@accountingmarketing.org
SUMMARY:Virtual Campfire: Branding
DESCRIPTION:Join us for our upcoming roundtable discussion where we’ll dive into the art of branding in the accounting industry. Discover innovative strategies to differentiate your firm\, build a compelling brand identity\, and connect more deeply with your target audience. Don’t miss this opportunity to exchange ideas with fellow marketing leaders and gain insights that can elevate your brand. \nSME \nMike Jones\, Resound \n \nMike is an award-winning brand consultancy owner\, author\, speaker\, and strategist\, helping professional services 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  \n  \n  \n  \nFacilitators \n\nAlyson Fieldman\, Stambaugh Ness\nKelsey Brewer\, McGuire Sponsel
URL:https://accountingmarketing.org/event/virtual-campfire-branding/
CATEGORIES:Virtual Campfire
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250130T130000
DTEND;TZID=America/Kentucky/Louisville:20250130T140000
DTSTAMP:20241216T175338Z
CREATED:20241216T175338Z
LAST-MODIFIED:20241216T175338Z
UID:8731-1738242000-1738245600@accountingmarketing.org
SUMMARY:AAM High! Webinar: Trends in Private Equity Transactions and Implications for Accountants
DESCRIPTION:Andy Jones of PrivateEquityInfo.com and Dan Mahoney of TruSight will provide data-driven insights on recent trends in private equity transactions.  The discussion will center around trends in transaction volume for private equity acquisitions and exits\, shifts in deal sizes over time\, the balance between platform and add-on investments\, changes in portfolio company holding periods\, how private equity firms have adjusted their investment focus across industries and the implications these trends have on M&A.    Furthermore\, there will be analysis as to how accounting firms can adjust their go to market strategies to align with the data driven insights and trends.   The presentation will last approximately 30 minutes with 15-30 minutes for Q & A. \nSpeakers\nAndy Jones | Founder and Managing Director\, Private Equity Info \nAndy Jones is the Founder and Managing Director of Private Equity Info\, a TruSight LLC company. He has also worked as an investment banker in London and Austin. Prior to that\, Andy worked as an engineer at General Electric. \nMBA Finance – Stockholm School of Economics\nMS Acoustical Engineering – Pennsylvania State University\nBS Mechanical Engineering – University of Tulsa \n  \nDan Mahoney | Co-founder\, TruSight \nDan Mahoney is a co-founder of TruSight and leads a team that delivers outsourced business development and deal origination services. Dan draws on an extensive background in financial consulting and business strategy. \nMBA – Villanova University\nBS Finance – Fox School of Business \n 
URL:https://accountingmarketing.org/event/aam-high-webinar-trends-in-private-equity-transactions-and-implications-for-accountants/
CATEGORIES:AAM High Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250116T080000
DTEND;TZID=America/Kentucky/Louisville:20250116T170000
DTSTAMP:20250116T140634Z
CREATED:20250116T140634Z
LAST-MODIFIED:20250116T140634Z
UID:8937-1737014400-1737046800@accountingmarketing.org
SUMMARY:2025 AAM Summit
DESCRIPTION:Join us for Summit\, an in-person immersive experience designed to energize and empower you and your firm. \nMay 12-14\, 2025 in Phoenix\, AZ (Pre-conference activity available on Sunday\, May 11) \nDiscover fresh perspectives on industry trends\, tackle new challenges\, and uncover opportunities in a dynamic\, collaborative environment. Surrounded by peers who understand your struggles\, you’ll share ideas\, gain valuable insights\, and build lasting connections. Whether you’re a team of one or 100\, you’ll leave revitalized and ready to make an impact. \nNew for 2025:\nPre-conference Workshops: Kickstart your learning with one of our two pre-conference workshops. \nLevel Workshops: These workshops are more than just presentations—they’re experiences designed to spark creativity and foster meaningful connections\, crafted to be highly interactive\, with plenty of opportunities to participate\, collaborate\, and connect.  You self-select the session most applicable to your experience level and job function. \nCatalyst Conversations: Informal conversations with our keynotes with no slide decks and the ability to ask questions. Limited to 50 attendees. \nExperience Exchanges: Hot topic discussions where you are one of the subject matter experts. A facilitator moderates the conversation\, encouraging active audience participation.
URL:https://accountingmarketing.org/event/2025-aam-summit/
CATEGORIES:Summit
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250115T140000
DTEND;TZID=America/Kentucky/Louisville:20250115T144500
DTSTAMP:20250108T201805Z
CREATED:20241205T155500Z
LAST-MODIFIED:20250108T201805Z
UID:8669-1736949600-1736952300@accountingmarketing.org
SUMMARY:Virtual Campfire: Project Management
DESCRIPTION:Join in the discussion on Project Management where we’ll explore effective tools for oversight and communication\, structuring teams for optimal performance\, and ensuring projects align with strategic goals. Share your challenges and discuss how to enhance coordination and efficiency in your marketing operations. This roundtable is an excellent opportunity to refine your project management approach and drive successful outcomes in your marketing efforts. \nSME \nAlly Bruening\, Anders CPAs + Advisors \nWith nearly 10 years of accounting marketing experience at Anders\, Ally Bruening has had a hand in coordinating and managing all parts of the firm’s digital marketing and content strategy. With a passion for process and project management\, she implemented Asana across her team in 2017 and developed consistent processes for all marketing activities. As part of a growing team\, implementing a project management platform has transformed how they collaborate\, track deliverables and manage complex marketing campaigns across multiple market segments. As an Asana Ambassador\, Ally keeps up with the latest Asana feature updates and enjoys implementing automation and empowering her team to do the same. \nAlly’s role has evolved into a market growth senior manager\, where she leverages these refined processes and project management systems to drive strategic growth initiatives across key market segments. Working closely with practice leaders and the marketing team\, she manages omni-channel lead generation campaigns and nurturing programs through streamlined workflows that align with the firm’s business goals. Drawing on her deep experience in content marketing and analytics\, Ally identifies new market opportunities and optimizes growth initiatives while providing crucial market intelligence to support Anders’ expansion efforts. \nFacilitators \n\nAlyson Fieldman\, Stambaugh Ness\nKelsey Brewer\, McGuire Sponsel
URL:https://accountingmarketing.org/event/virtual-campfire-project-management-11525/
CATEGORIES:Virtual Campfire
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250114T113000
DTEND;TZID=America/Kentucky/Louisville:20250114T123000
DTSTAMP:20241211T202005Z
CREATED:20241211T194442Z
LAST-MODIFIED:20241211T202005Z
UID:8697-1736854200-1736857800@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-january-2025/
CATEGORIES:New Member Welcome Call
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20241205T130000
DTEND;TZID=America/Kentucky/Louisville:20241205T140000
DTSTAMP:20241112T205217Z
CREATED:20241112T205217Z
LAST-MODIFIED:20241112T205217Z
UID:8541-1733403600-1733407200@accountingmarketing.org
SUMMARY:AAM High! Webinar: Behind the Scenes Panel Discussion with AAM-MAA Winners
DESCRIPTION:What makes a winning AAM MAA project? Join a panel of AAM MAA winners for a panel discussion as they talk about their projects\, what went into the project planning\, and key project takeaways for other AAM members. This AAM High! Webinar will feature insights from Freed Maxick (External Content Marketing)\, Kernutt Stokes (Website Redesign)\, and Forvis Mazars (Internal Branding/Internal Communications). AAM MAA submissions for 2025 are right around the corner – don’t miss this opportunity to hear how three members positioned their marketing projects for success – within their firms and in AAM. \nSpeakers \nMac Hartman | Chief Marketing Officer\, Freed Maxick \nMac serves as Chief Marketing Officer for Freed Maxick. He leads growth efforts and oversees the marketing and sales functions for the firm. As part of the firm’s management team\, he works closely with the firm’s directors in developing the overall marketing and sales strategies to support the strategic plan of the firm. \nMac works with industry or service line leaders to identify and implement marketing and sales programs to achieve their goals. He serves as a resource across the firm to increase broad cohesion for strategic plans. In addition\, he oversees all internal and external firm communications and client experience programs. \nMac graduated from Buffalo State University with a degree in Communications and has over 20 years’ experience in professional services marketing. He is a member of the Association for Accounting Marketing (AAM) and the Boomer Marketing Circle. \nHe also active in the community and currently serves on the board of directors for the 11 Day Power Play and has helped raise of $10 million in funds to support cancer research since its inception in 2017. In addition\, he previously served on the board of directors for the Taste of Buffalo\, serving as the Chair for the event in 2010. \n  \nAmy Delaney | Director of Marketing and Business Development\, Kernutt Stokes \nAmy is the director of marketing and business development for Kernutt Stokes\, based in Eugene\, Oregon. Prior to joining her firm in 2020\, she was the vice president/director of marketing for a commercial bank and was vice president of marketing and manager of customer experience for a family-owned chain of upscale grocery stores in Oregon. \nAmy loves what she does\, finding true enjoyment in helping her coworkers succeed so they can in turn help their clients be successful. She brings passion\, enthusiasm\, and a competitive spirit with her\, especially about brand strategy\, all things marketing\, and company culture. \nIn her free time\, Amy enjoys playing and cuddling with her rescue dog Finnegan\, cheering for the Oregon Ducks\, watching sports\, traveling anywhere and everywhere\, baking\, wine tasting\, gardening\, learning\, and spending time with her family and friends. \n  \nAnne Creasy\, APR | Senior Manager\, Forvis Mazars \nAnne is a senior manager on the Forvis Mazars Strategic Communications Team. With more than 20 years of communications experience\, she develops comprehensive communication plans to achieve measured results. Anne leads the development of the firm’s corporate Alumni Network strategy which includes targeted communications to retired partners and alumni. Her additional focus areas include partnering with leaders to create communication plans that inform\, support change adoption\, enhance the team member experience\, and strengthen marketplace awareness of the firm brand and the Alumni Network. \nHer passion is connecting people to each other and building relationships. Anne organizes quarterly leadership updates for the Ambassador/retired partner group to keep them informed. Each quarter\, alumni of the firm receive an Alumni Network e-newsletter which includes firm news\, thought leadership\, CPE opportunities\, and two alumni spotlight articles—featuring Ambassadors and notable alumni of the firm. \nAnne is also a public relations advisor. She holds an Accreditation in Public Relations from the Public Relations Society of America (PRSA). In addition to her tenure of 12 years with the firm\, she has more than ten years of experience in state legislative relations and media relations. In 2023\, Anne earned an Executive Leadership Certificate from PRSA. She is also Vice Chair of the Board of Directors of Veritas School in Richmond\, VA and volunteers at her church discipling middle school girls. \nAnne graduated from James Madison University with B.A. degrees in English literature and Spanish language.
URL:https://accountingmarketing.org/event/aam-high-webinar-behind-the-scenes-panel-discussion-with-aam-maa-winners/
CATEGORIES:AAM High Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20241204T130000
DTEND;TZID=America/Kentucky/Louisville:20241204T143000
DTSTAMP:20241111T143800Z
CREATED:20241111T143800Z
LAST-MODIFIED:20241111T143800Z
UID:8534-1733317200-1733322600@accountingmarketing.org
SUMMARY:Learning Lab: Mastering Prompt Engineering in M365
DESCRIPTION:Join us for an engaging and interactive session where you’ll learn the essentials of prompt engineering within Microsoft 365. This event is designed to provide you with practical knowledge and hands-on experience with various M365 Copilots\, including Biz Chat Copilot\, PowerPoint\, Excel\, and SharePoint and Word. \nAgenda: \n\nIntroduction to Prompt Engineering in M365 (15 minutes)\n\nOverview of prompt engineering and its significance in M365.\nIntroduction to Biz Chat Copilot and how to effectively prompt it.\n\n\nBiz Chat Copilot: How to Prompt (20 minutes)\n\nDetailed explanation of how to create effective prompts.\nShowcasing examples of successful prompts and their outcomes.\n\n\nExploring PowerPoint\, Excel\, and SharePoint Copilots (20 minutes)\n\nDemonstrating the capabilities of PowerPoint\, Excel\, Word and SharePoint Copilots\nTips and tricks for leveraging these tools to enhance productivity.\n\n\nHands-On Experience Task (15-20 minutes)\n\nParticipants will be given a task to complete using the discussed Copilots.\nThe task will involve creating prompts and utilizing the Copilots to achieve specific goals.\n\n\nDiscussion and Q&A (15 minutes)\n\nParticipants will share their experiences and outcomes from the hands-on task.\nOpen floor for questions and further discussion on prompt engineering and Copilots.\n\n\n\nBy the end of this session\, participants will have a solid understanding of prompt engineering in M365 and practical experience with Biz Chat\, PowerPoint\, Excel\, and SharePoint Copilots. They will be equipped with the skills to create effective prompts and utilize these tools to enhance their productivity. \nSpeakers\n\n \nMeeta Chaudhari | Microsoft 365 Copilot GBB \nMeeta Chaudhari is a seasoned professional with over 15 years of experience in consulting\, value-driven sales\, and business transformation. Her strength lies in collaborating with clients to determine the appropriate strategies for selecting and deploying technologies based on their requirements. Meeta excels in driving complex and strategic deals\, influencing new Modern Work strategic opportunities by engaging with key business and technical contacts\, understanding customers’ business and technology priorities\, governance\, decision\, and budget processes\, and landing the value proposition of the Microsoft 365 platform\, including Copilot for Microsoft 365 and other Teams workloads. \nMeeta is passionate about building customer trust with technical expertise in employee experience solutions\, communications and productivity platforms\, and AI solutions. She acts as a subject matter expert for Modern Work workloads\, navigating complex deal orchestration\, and sharing proven practices with field sellers through readiness and coaching to accelerate sales opportunities and engage confidently at the CxO level. \nIn past\, Meeta has led sales and delivery of multi-year engagements\, identifying and meeting the needs of Business Decision Makers (BDMs) across various industries\, including utilities\, financial services\, and pharmaceuticals. Her expertise lies in designing\, implementing\, and providing value-driven transformative solutions through portfolio\, program\, and project management capabilities. \nwww.linkedin.com/in/manmeet-chaudhari-9475127 \nThomas Napolitano | Microsoft 365 Copilot GBB \nWith over 25 years of technical solutions consulting experience\, Thomas Napolitano is a Microsoft 365 Copilot GBB at Microsoft\, where he helps large enterprise customers leverage the power and simplicity of Microsoft Copilot\, Teams Premium\, and Microsoft Teams Room Systems\, including Surface Devices. Thomas is MS-700 certified and has a strong background in AI solutions\, networking\, and cloud computing. \nIn his current role\, Thomas focuses on making technology better and easier for customers through the use of AI\, enabling them to collaborate\, communicate\, and create more effectively and efficiently. \nThomas’s expertise in AI is demonstrated through his work with Microsoft Copilot\, an AI-powered tool that enhances productivity and collaboration. His goal is to provide the best customer experience and satisfaction with Microsoft’s innovative and cutting-edge products and services. \nMy LinkedIn profile:  Thomas Napolitano | LinkedIn
URL:https://accountingmarketing.org/event/learning-lab-mastering-prompt-engineering-in-m365/
CATEGORIES:Training,Virtual
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20241120T140000
DTEND;TZID=America/Kentucky/Louisville:20241120T144500
DTSTAMP:20241106T195318Z
CREATED:20240429T174746Z
LAST-MODIFIED:20241106T195318Z
UID:7838-1732111200-1732113900@accountingmarketing.org
SUMMARY:Virtual Campfire: Strategic Planning
DESCRIPTION:Join us to discuss how different firms use strategic plans at the firmwide\, practice\, and industry levels. Explore strategic planning as a framework for goal setting\, and explore the many ways that we as marketers can harness its power for action towards growth and other business objectives. \nSME \n\nAlice Lerman\, Lerman Strategies\n\nFacilitators \n\nAlyson Fieldman\, RockIt Results\nKelsey Brewer\, McGuire Sponsel
URL:https://accountingmarketing.org/event/virtual-campfire-project-management/
CATEGORIES:Virtual Campfire
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20241119T153000
DTEND;TZID=America/Kentucky/Louisville:20241119T163000
DTSTAMP:20240903T204520Z
CREATED:20240903T204435Z
LAST-MODIFIED:20240903T204520Z
UID:8279-1732030200-1732033800@accountingmarketing.org
SUMMARY:AAM DEI Webinar: Utilizing a DEI Lens to Communicate your Brand’s Image
DESCRIPTION:As a marketer\, you have the power to shape your brand’s perception through language and action. Join us as we discuss how adding a DEI lens to your brand voice can differentiate your firm and expand your reach to ideal clients.What do you need to think about to make your brand more inclusive? What design programs can be used to better develop your reach to clients with disabilities? How do language biases affect your audience retention? We will get a firsthand perspective from Julie Manteria – who just went through a global rebrand in tandem with a website relaunch at UHY – on the steps she went through and the challenges she faced along the way. From this session you can expect to gain a new perspective on intentional language and design choice in your branding. \nKey Takeaways \n\nIntro and overview of how to incorporate DEI concepts into branding\, examples of how companies (outside of accounting) have done it\, and suggestions for getting started.\nJulie Manteria and UHY LLP recently completed a brand renewal. Julie will share her strategy\, process\, unexpected obstacles\, and end results.\nQ&A discussion from attendees.\n\nSpeakers \nBonnie Buol Ruszczyk \nOwner | BBR Companies LLC \nJulie Manteria \nMarketing Leader\, Northeast Region | UHY LLP \n 
URL:https://accountingmarketing.org/event/aam-dei-webinar-utilizing-a-dei-lens-to-communicate-your-brands-image/
CATEGORIES:Virtual
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20241114T130000
DTEND;TZID=America/Kentucky/Louisville:20241114T140000
DTSTAMP:20241008T181022Z
CREATED:20241008T181022Z
LAST-MODIFIED:20241008T181022Z
UID:8420-1731589200-1731592800@accountingmarketing.org
SUMMARY:AAM High! Webinar: Creating a Culture of Business Development - What Actually Works
DESCRIPTION:Join Adam Klein (Chief Growth Officer\, Bennet Thrasher)\, Mark Burnette (Chief Growth Officer\, LBMC) and David Toth (Chief Growth Officer\, Winding River Consulting) in a discussion around practical strategies for fostering a business development culture that drives results within the firm. \nThis webinar explores proven techniques\, actionable insights\, and real-world examples to help organizations build a sustainable growth mindset and empower teams to succeed in today’s competitive landscape. Our panelists will share insights from their experiences: \n\nBuilding sales teams\nHow to effectively interact with marketing teams to maximize results\nHow to leverage technology to accelerate the sales process\nHow to build consensus among partners and firm leadership for sales initiatives\nHow firms can build growth cultures throughout their organizations and the value of doing so for longer-term evolution and success\n\n  \nSpeakers\nAdam Klein | Chief Growth Officer\, Bennet Thrasher \nAdam Klein is an accomplished leader recognized for his expertise in strategic growth\, business development\, sales\, and marketing. With a proven track record of building impactful relationships and driving revenue growth across diverse industries\, Adam has consistently elevated the brand value of the organizations he’s served. \nClients\, colleagues\, and industry peers commend Adam for his unwavering energy\, curiosity\, integrity\, and visionary leadership. He excels in delivering results while embodying friendliness and care\, and his proactive approach to shaping the future sets him apart. \nCurrently serving as the Chief Growth Officer at Bennett Thrasher\, a top-75 accounting and advisory firm\, Adam plays a pivotal role in driving progressive growth strategies and implementing impactful business development and marketing initiatives. Leading the firm’s growth function\, he is instrumental in fostering a business development culture\, expanding strategic partnerships\, and strengthening the firm’s brand identity. Adam’s additional expertise includes business development training\, industry go-to-market planning\, sales process & strategy\, coaching and client experience. \nDavid Toth | Chief Growth Officer\, Winding River Consulting \nDavid Toth is a distinguished entrepreneur & consultant recognized for his strategic expertise in fostering growth and enhancing practice management within the accounting and advisory sectors. With almost two decades of leadership experience\, he has become a vital strategic partner to numerous firms\, specializing in digital transformation and strategic growth\, leadership development\, management consulting and strategic facilitation. \nIn his pivotal role with Winding River Consulting’s premier program\, MPB | Leadership Accelerated\, David enhances communication and collaboration among firm leadership\, partners\, and growth teams\, ensuring alignment and fostering an environment conducive to shared success. Furthermore\, he is the founder of the Digital Deep Dive Summit\, an influential annual seminar that has successfully convened leaders from over 50 firms in the past three years to advance digital strategy through robust peer-to-peer engagement. \nMark Burnette | Chief Growth Officer\, LBMC \nFor his day job\, Mark Burnette is the Practice Leader for LBMC’s Advisory Services practice\, and is the Chief Growth Officer for the firm. In his current role\, Mark oversees LBMC’s client-service efforts for transaction work\, valuation and forensics\, data analytics\, cybersecurity\, and consulting\, and leads and drives revenue growth activities firmwide. \nMark has a deep background in cybersecurity\, including previously developing and leading LBMC’s cybersecurity practice. Recognized as an IT security expert by technology think-tank Gartner\, Mark has repeatedly been featured as a subject matter expert on ABC and CBS television affiliates been published in print media such as CSO\, Secure Enterprise\, Information Security\, and ComputerWorld magazines\, and quoted by ABCnews.com\, among many media appearances. Mark’s engaging style has made him a popular and highly-requested speaker for international conferences and specialty groups around the world. In March 2019\, Mark delivered a wildly-popular TED talk at TEDxNashville titled “The Humanity Behind Cybersecurity Attacks”. Mark’s book\, “Risky Business: Cybersecurity Leadership The Right Way” provides practical insights on cybersecurity leadership and was published in August 2019. Mark has been recognized as one of the cybersecurity industry’s 75 “Pioneers”\, having been one of the first enterprise CISOs\, and\, in so doing\, laying the groundwork for today’s CISO role.
URL:https://accountingmarketing.org/event/aam-high-webinar-creating-a-culture-of-business-development-what-actually-works/
CATEGORIES:AAM High Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20241113T130000
DTEND;TZID=America/Kentucky/Louisville:20241113T150000
DTSTAMP:20241009T133003Z
CREATED:20241009T133003Z
LAST-MODIFIED:20241009T133003Z
UID:8423-1731502800-1731510000@accountingmarketing.org
SUMMARY:Learning Lab: Change Leadership
DESCRIPTION:The increasing rate and complexity of change in the accounting profession – and our world – continues to drive the need for us to provide critical leadership as we navigate change in our firms. During this 2-hour session\, we will explore proven change leadership tools and tactics that can help participants lead through change more effectively\, no matter what role they currently hold in their firms. Specific content includes a brief overview of proven frameworks such as Kotter’s 8 Accelerators for Leading Change and Bridges’ Managing Transitions which provide critical insights for direct application to your role. \n\nParticipants will be asked to bring a specific change that they are currently leading or playing a key role in gaining support/adoption or one they are preparing to lead and/or expect to play a key role in building support/adoption. \nOutcomes of the session include: \n\nBetter understanding of the dynamics of change\, and how to create buy-in and momentum around change that you are leading or supporting.\nIdentifying change leadership actions that you can take to help your firm move forward during times of change no matter what role you hold.\nTactics for helping others transition during times of change.\nTools and strategies for effective communication to build awareness and activation around your change initiative.\nTips for building the right team to lead a change effort.\nHow to be a more effective leader in the change process.\nUnderstanding the importance of “wins” in building and maintaining energy and morale.\nInitial work on a checklist/action plan that you can act upon right away and continue to refine and enhance over time for this change you’re focused on and use as a tool for future change leadership efforts.\n\nPlease note\, this session will NOT be recorded. \n\nSpeaker \nKevin Waits\,  \nKevin Waits is a talented and engaging facilitator who works effectively with audiences at all levels. He has facilitated online and in person classes\, workshops\, and meetings in a variety of settings globally and consistently receives positive feedback about his unique ability to connect with participants. His clients include corporations\, NGOs\, and other consulting firms who leverage his knowledge and expertise. Kevin has done extensive work in the field of Change Leadership\, both in direct consulting with clients and\nfacilitating educational programs. Additionally\, Kevin has performed a significant amount of work coaching individuals and teams and is certified on and has extensive experience in applying several psychometric assessments including: The Herrmann Brain Dominance Instrument (HBDI)\, The Birkman Method\, The Hogan Suite\, Myers-Briggs Type Indicator (MBTI)\, and DISC. \nPrior to becoming an independent consultant\, Kevin had a successful 30-year career in Human Resources/Talent Management\, most recently serving as the Sr. Director of Talent and Organizational Development at Cox Automotive in Atlanta. He also holds notable credentials\, including an MS from Georgia State University in Industrial Relations\, a BS in Management Science from Georgia Tech\, which included a minor in Industrial/Organizational Psychology\, Senior Professional in Human Resources (SPHR)\nfrom the Human Resources Certification Institute\, and Certified Managerial Coach designation from the Coles College of Business at Kennesaw State University.
URL:https://accountingmarketing.org/event/learning-lab-change-leadership/
CATEGORIES:Training,Virtual
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20241112T113000
DTEND;TZID=America/Kentucky/Louisville:20241112T123000
DTSTAMP:20240110T145845Z
CREATED:20240110T145813Z
LAST-MODIFIED:20240110T145845Z
UID:7335-1731411000-1731414600@accountingmarketing.org
SUMMARY:New Member Welcome Call
DESCRIPTION:So you’ve joined the Association for Accounting Marketing… Now what? \nJoin us for an open discussion about what it means to be an AAM member at our New Member Welcome! \nThis call will provide an opportunity for you to: \n– Connect with other new members\n– Review member benefits\n– Learn about AAM Connect\, the online members only platform which offers a wealth of tools and information\n– Ask questions and have an open discussion \nHosted by the Member Growth Committee. \nWe look forward to connecting with you!
URL:https://accountingmarketing.org/event/new-member-welcome-call-9-copy-copy-2-copy-copy-copy/
CATEGORIES:New Member Welcome Call
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20241029T130000
DTEND;TZID=America/Kentucky/Louisville:20241029T143000
DTSTAMP:20241004T125754Z
CREATED:20241004T125754Z
LAST-MODIFIED:20241004T125754Z
UID:8411-1730206800-1730212200@accountingmarketing.org
SUMMARY:Learning Lab: AI Made Practical
DESCRIPTION:AI can make you faster\, better\, stronger — and we aren’t talking about generating emails with ChatGPT. There is a world in which AI-fueled technology can be put to highly practical use to generate exponentially powerful outcomes for your marketing department. This session will unpack the ‘how\,’ providing real-world illustrations in tools and systems you can use immediately to catalyze growth.\n\nLearning objectives:\n\n\nGet familiar with the latest greatest terms and types of AI you need to know about\nUnderstand how AI can support both strategic and creative work\nGain exposure to the best\, most affordable AI-powered tools for marketers\nSee AI in action\, supporting the functions your team already does and understand how you can begin incorporating it more thoughtfully into your marketing and growth efforts\n\n\nSpeaker \nJoy Youell \n \nJoy Youell is a content and communication strategist. She functioned as lead content advisor for an early large language model (LLM). She has worked on numerous artificial intelligence (AI) projects and technologies for the past several years\, with a focus on business use cases like opportunity development\, marketing\, and operations.\n\nJoy is a lead consultant for Winding River Consulting\, a firm that supports digital\, growth\, and practice management for accounting firms. She is also the owner of multiple companies\, including Winsome Marketing\, a full-service digital marketing and content agency; Winsome Marketing\, a full-service marketing agency; Hire a Writer\, a copywriting agency and writer training organization; the Academy of Continuing Education\, a marketer training community with courses; Baby Got Backlink\, an SEO backlink agency; and leader of Sync\, a communications coaching team.
URL:https://accountingmarketing.org/event/learning-lab-ai-made-practical/
CATEGORIES:Training,Virtual
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20240918T140000
DTEND;TZID=America/Kentucky/Louisville:20240918T144500
DTSTAMP:20240429T174627Z
CREATED:20240429T174512Z
LAST-MODIFIED:20240429T174627Z
UID:7833-1726668000-1726670700@accountingmarketing.org
SUMMARY:Virtual Campfire: Budgeting
DESCRIPTION:Delve into the crucial topic of budgeting in our next roundtable discussion. In this session we’ll share best practices for planning\, allocating\, and managing marketing budgets effectively. Learn from peers about overcoming common challenges and balances\, measuring ROI\, and ensuring your marketing efforts are both cost-effective and impactful. Join us for a practical conversation that will arm you with strategies to manage your marketing budget with confidence and precision. \nFacilitators \n\nRaissa Evans\, Weaver\nAlyson Fieldman\, RockIt Results\nKelsey Brewer\, McGuire Sponsel
URL:https://accountingmarketing.org/event/virtual-campfire-budgeting/
CATEGORIES:Virtual Campfire
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20240912T130000
DTEND;TZID=America/Kentucky/Louisville:20240912T140000
DTSTAMP:20240815T204440Z
CREATED:20240815T204440Z
LAST-MODIFIED:20240815T204440Z
UID:8202-1726146000-1726149600@accountingmarketing.org
SUMMARY:AAM High! Webinar: Crisis Without Chaos: Communications Strategy for the Unexpected
DESCRIPTION:Cancel culture. IT breakdowns. Sudden death. Natural disasters. When handled badly\, these crisis situations pose high stakes for businesses. Marketers and PR specialists need to be included in the planning response and also be ready for action. To manage the situation and avoid chaos\, we’ll talk about the three Rs of crisis communications: Regroup. Review. Respond. \nWe’ll cover:\n· How to regroup emotionally and address the situation objectively\n· Methods to review what ifs\, organize roles and avoid common mistakes\n· Strategies for determining if\, when and how to respond \nSpeaker \nChristine Nelson | Communications Consultant at Ingenuity Marketing Group \nChristine Nelson is a Communications Consultant at Ingenuity Marketing Group. She has consulted with clients on crisis communications for more than two decades. Using journalistic instincts and a future focus\, she assists with meaningful messaging internally and externally when every minute counts.
URL:https://accountingmarketing.org/event/aam-high-webinar-crisis-without-chaos-communications-strategy-for-the-unexpected/
CATEGORIES:AAM High Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20240910T113000
DTEND;TZID=America/Kentucky/Louisville:20240910T123000
DTSTAMP:20240110T145804Z
CREATED:20240110T145724Z
LAST-MODIFIED:20240110T145804Z
UID:7333-1725967800-1725971400@accountingmarketing.org
SUMMARY:New Member Welcome Call
DESCRIPTION:So you’ve joined the Association for Accounting Marketing… Now what? \nJoin us for an open discussion about what it means to be an AAM member at our New Member Welcome! \nThis call will provide an opportunity for you to: \n– Connect with other new members\n– Review member benefits\n– Learn about AAM Connect\, the online members only platform which offers a wealth of tools and information\n– Ask questions and have an open discussion \nHosted by the Member Growth Committee. \nWe look forward to connecting with you!
URL:https://accountingmarketing.org/event/new-member-welcome-call-9-copy-copy-2-copy-copy/
CATEGORIES:New Member Welcome Call
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20240821T140000
DTEND;TZID=America/Kentucky/Louisville:20240821T144500
DTSTAMP:20240808T193245Z
CREATED:20240429T174339Z
LAST-MODIFIED:20240808T193245Z
UID:7831-1724248800-1724251500@accountingmarketing.org
SUMMARY:Virtual Campfire: Segmentation/Personalization
DESCRIPTION:Join a lively conversation with fellow accounting marketers as we explore the essentials of personalization and segmentation in our field. This session offers a chance to share experiences and learn how firms are creatively tailoring their marketing content and campaigns to diverse audiences. We’ll discuss real-world examples of successful personalization and segmentation across various channels\, providing insights into current trends and best practices. \nSME \nAlison Simons\, Simons Marketing \nAlison (she/her) for seven great years\, she was the head of marketing for a regional CPA firm where she would joke “if it’s not a tax return or an audit\, it crosses my desk.” In 2013 she became an entrepreneur with the founding of Simons Marketing. 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.  Simons Marketing is an independent member of the BDO Alliance. \n  \n  \n  \nFacilitators \n\nRaissa Evans\, Weaver\nAlyson Fieldman\, RockIt Results\nKelsey Brewer\, McGuire Sponsel
URL:https://accountingmarketing.org/event/virtual-campfire-segmentation-personalization/
CATEGORIES:Virtual Campfire
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20240814T140000
DTEND;TZID=America/Kentucky/Louisville:20240814T150000
DTSTAMP:20240729T173521Z
CREATED:20240729T173521Z
LAST-MODIFIED:20240729T173521Z
UID:8134-1723644000-1723647600@accountingmarketing.org
SUMMARY:Business Development Roundtable: Originator vs. Enabler
DESCRIPTION:This session will delve deeply into the distinct yet complementary roles of originators and enablers in business development\, exploring how each contributes to the success and growth of a firm. \n\nUnderstand the Key Differences: Learn about the core responsibilities and characteristics that differentiate originators\, who initiate and drive new business opportunities\, from enablers\, who provide the necessary support and infrastructure to sustain those BD efforts.\nExplore Strategic Approaches: Gain insights into the various strategies employed by both roles to achieve effective business development\, including lead generation\, client relationship management\, and new business conversion.\nInteractive Roundtable: Engage with industry experts and peers in an interactive roundtable session\, where you can ask questions\, share experiences\, and gain practical advice tailored to your specific challenges and goals.\n\nPanelists\nNeil Barrow\, RevOps Advisors\nNeil Barrow is the founder of RevOps Advisors and EnabledBD\, building better business development functions for professional\, financial\, and consulting service firms. He’s a software sales guy that was (fortunately) talked into working in public accounting\, leading origination efforts at 2 different firms for over 8 years. \nSince then\, he’s worked with over a dozen firms to build or enhance their business development (spoiler: BD is not a soft skill). More importantly\, he is a Certified Cicerone (beer sommelier) and loves connecting with friends and strangers to chat about business development and/or best beers to try. Most importantly\, he lives in Fort Worth with his wife of 10 years and little one who is entering kindergarten. \nDanielle Reynolds\, Whitley Penn\nDanielle Reynolds has been with Whitley Penn for eight years and serves as the Business Development Manager\, focusing on bringing in new opportunities for the firm and building meaningful connections. Her commitment is in blending strategic insight with genuine relationship-building\, transforming potential leads into lasting partnerships. Her approach goes beyond transactions\, and is about creating a synergy that fosters growth\, innovation\, and mutual success. Danielle’s passion for networking and ability to expand business reach serves as a testament to her commitment to driving long-term value. \nDanielle is passionate about personal and professional development. She supports the firm’s young leaders through internal development trainings and presentations and hosts the podcast series\, Develop\, conducting leadership and professional development interviews as well as highlighting different service lines and offerings throughout the firm. \n Facilitator\nAlex Drost | Connection Builders
URL:https://accountingmarketing.org/event/business-development-roundtable-originator-vs-enabler/
CATEGORIES:Business Development Roundtable
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20240806T130000
DTEND;TZID=America/Kentucky/Louisville:20240806T140000
DTSTAMP:20240719T124328Z
CREATED:20240719T124328Z
LAST-MODIFIED:20240719T124328Z
UID:8098-1722949200-1722952800@accountingmarketing.org
SUMMARY:AAM High! Webinar: Private Equity\, M&A\, and Future Growth Opportunities within the Accounting Industry
DESCRIPTION:This session will explore the current transformation underway in the accounting sector\, including the impact of private equity (PE)\, mergers & acquisitions (M&A)\, and alternative practice structures. Participants will gain an increased understanding of these industry dynamics that are likely to reshape and redefine the CPA firm of the future\, with a particular focus placed on likely changes to the marketing and growth professionals’ role. \nWhether you are aiming to understand the current changes in the accounting industry\, explore growth opportunities for your firm\, or simply stay informed about the future of the accounting profession\, this webinar is designed to provide you with the knowledge and tools you need to thrive in a competitive market.\n\nThroughout this webinar\, you will:\n\n\nDiscover Emerging Trends: Learn about the latest trends in private equity and M&A activities within the accounting industry. Understand how these trends are influencing market dynamics and what they mean for your firm.\nGain Strategic Insights: Delve into the common strategies to leverage PE investments and M&A for growth and competitive advantage. Hear about real-world examples that highlight successful and not-so-successful approaches.\nUnderstand Implications: Explore the broader implications of PE and M&A on the accounting industry\, including changes in business models\, client expectations\, and service offerings. Get a clear picture of how these changes are shaping the future landscape and your position as a marketer.\nBest Practices and Tactics: Equip yourself with actionable tactics and best practices to navigate the complexities of a dynamic competitive landscape. Learn how to position your firm for success\, mitigate risks\, and capitalize on new opportunities.\n\n\nAlex Drost\, Managing Principal of ConnectionBuilders and 2024 AAM Summit Speaker\, will be interviewed by Chris Camara of INSIDE Public Accounting in this webinar that is sure to leave you with a list of takeaways for yourself and your firm.\nSpeaker\nAlex Drost  | Managing Principal at ConnectionBuilders \nAlex Drost is a growth-minded consultant with a proven track record of success in driving innovation\, leading strategic initiatives\, and championing tactical execution. He has nearly two decades of entrepreneurial experience and continually demonstrates his ability to navigate dynamic business environments. He is adept at managing complex projects\, simplifying core objectives\, and motivating teams to achieve their best work. \nAs the Managing Principal of Connection Builders\, Alex consults with middle-market advisory services firms on setting and attaining strategic initiatives to unlock growth potential and maximize value creation opportunities. His work includes strategic planning\, retreat facilitation\, and growth enablement services. As a recognized middle-market expert\, Alex has served as a Board Member and Strategic Advisor for the Association for Corporate Growth (ACG) and an Executive Committee Member for the Great Lakes Capital Connection (GLCC). He is also an Association for Accounting Marketing (AAM) Business Development Advisory Board member.
URL:https://accountingmarketing.org/event/aam-high-webinar-private-equity-ma-and-future-growth-opportunities-within-the-accounting-industry/
CATEGORIES:AAM High Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20240730T130000
DTEND;TZID=America/Kentucky/Louisville:20240730T140000
DTSTAMP:20240719T141600Z
CREATED:20240715T173704Z
LAST-MODIFIED:20240719T141600Z
UID:8088-1722344400-1722348000@accountingmarketing.org
SUMMARY:AAM High! Webinar: Adapting Your Business Development and Marketing to Changing Buyer Behavior
DESCRIPTION:Buyer behavior is evolving at an unprecedented pace\, prompting accounting firms to swiftly adapt their business development and marketing strategies. Yet\, amid these changes\, where are the prevailing trends directing us? \nJoin us on Tuesday\, July 30th for a live\, interactive webinar as Hinge’s Will Casserly facilitates a research-guided discussion on adapting to changing buyer behavior with Angele Fox\, Growth Marketing Director at CBIZ. They’ll utilize primary research on the accounting buyers and the fastest growing accounting firms to provide practical insights you can use in your marketing and business development planning. \nIf you’re looking for strategic insights grounded in the latest buyer research\, don’t miss this exciting webinar that is free to AAM members! \nWhat you’ll learn: \n\nHow accounting buyer behavior shifted over time\nHow today’s buyers search for and evaluate accounting and financial services firms\nHow to high growth firms are adapting to the changing environment\nHow to stay relevant during times of intense change\n\nPresenters\n \n \nWill Casserly | Account Director at Hinge \nWill works with Hinge’s accounting and financial services clients to achieve their strategic\, brand visibility and growth objectives. His business development experience over 25 years spans in-house marketing departments\, agency work\, communications\, media and public relations\, graphic design\, video production and more. You can connect with him on LinkedIn here at https://www.linkedin.com/in/willcasserly/. \n\n  \nAngele Fox | Growth Marketing Director at CBIZ \nAngele Fox is a seasoned marketing and growth leader with more than 17 years of diverse experience\, including strategy\, analysis\, product/marketing\, and operations. As the Growth Marketing Director at CBIZ\, she leads marketing for the National Advisory lines\, creating strategies that drive revenue growth through strategic marketing\, team building\, and analytics. Angele excels in leveraging digital communication platforms and creating impactful thought leadership content\, resulting in significant increases in marketing qualified leads and brand positioning. \nThroughout her career\, Angele has been recognized for optimizing marketing operations and delivering detailed market analyses. Her leadership and expertise in fostering cross-functional collaboration have consistently achieved outstanding results\, making her a highly respected leader.
URL:https://accountingmarketing.org/event/aam-high-webinar-adapting-your-business-development-and-marketing-to-changing-buyer-behavior/
CATEGORIES:AAM High Webinar
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