BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//The Association for Accounting Marketing - ECPv6.18.2//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:The Association for Accounting Marketing
X-ORIGINAL-URL:https://accountingmarketing.org
X-WR-CALDESC:Events for The Association for Accounting Marketing
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:America/Kentucky/Louisville
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20220313T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20221106T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20230312T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20231105T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20240310T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20241103T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20250309T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20251102T060000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20240312T113000
DTEND;TZID=America/Kentucky/Louisville:20240312T123000
DTSTAMP:20240110T145512Z
CREATED:20240104T134104Z
LAST-MODIFIED:20240110T145512Z
UID:7256-1710243000-1710246600@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/
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:20240306T140000
DTEND;TZID=America/Kentucky/Louisville:20240306T150000
DTSTAMP:20240304T173122Z
CREATED:20240129T183849Z
LAST-MODIFIED:20240304T173122Z
UID:7468-1709733600-1709737200@accountingmarketing.org
SUMMARY:DEI Webinar: Understanding Neurodiversity & How It Impacts Individuals & Teams
DESCRIPTION:Neurodiversity\, a dimension of diversity\, refers to the natural variation in our brain’s wiring. This can lead to different ways of thinking\, processing information\, learning\, and behaving. Understanding neurodiversity is key to overcoming bias and negative perceptions that these differences are impairments or deficits. While some of these differences may pose challenges\, others can significantly boost abilities\, introducing specialized skills to the workplace. \nIn this session\, we will explain what neurodiversity is and the different ways it can affect how we think\, learn\, communicate and work. We will look at different neurological conditions and discuss how they might impact individuals in the workplace. We will identify practical strategies to support neurodiverse employees\, to foster a safe and supportive work environment. We will share how understanding these different ways of processing information can lead to more successful internal and external communication and allow teams to build on the strengths of colleagues and business developers. Attendees will leave with a deeper understanding of – and appreciation for – how neurodiversity can enrich teams and organizations. \nLearning Objectives:\n\nUnderstand the fundamentals of neurodiversity and why it matters\nIdentify strategies to support neurodiverse employees\nExplore strategies to improve communications across different thinking and processing styles\n\nSpeakers\n\nJina Etienne\n \nJina Etienne\, CPA\, CGMA\, CDE® (Certified Diversity Executive)\, is CEO of Etienne Consulting\, LLC\, a DEI consultancy practice specializing in helping clients to identify\, develop\, and execute on learning programs and strategies initiatives to align business priorities\, organizational goals and strategic vision through the lens of fearless inclusion\, which is the freedom to be yourself and creating space for others to do the same. She practices and teaches fearless inclusion to empower organizations and teams to cultivate a culture of belongingness where people engage differently\, individual thinking has changed and connectivity boosts engagement\, productivity and performance. \nShe facilitates programs on leadership development\, conscious communications\, inclusive leadership\, cultural awareness and inclusivity that are centered on self-awareness and authenticity as the foundation for cultivating inclusion and fostering belonging. Jina is a storyteller and draws from her unique background and mix of work experiences to offer examples and share insights designed to increase awareness\, appreciation for and understanding of the benefits of inclusivity in diverse organizations. That experience is drawn from her 34+ year career as an entrepreneur\, business advisor and consultant\, and C-Suite leader. \nJina is a content partner with the Massachusetts Society of CPAs\, Transformation Alliance Partner (TAP) with the Center for Accounting Transformation (CAT)\, an author and trainer with Becker Professional Education and Thought Leader with the Business Learning Institute (BLI). \nIn her spare time\, she enjoys jigsaw puzzles and Sudoku\, loves chocolate\, and appreciates a really good cup of coffee. She is a die-hard fan of Arsenal FC (#COYG)\, a Peloton enthusiast (#FearlesslyMe on the LB) and loves Formula 1. She lives in Silver Spring\, Maryland\, with her husband\, two sons\, and Doug\, their American bulldog.
URL:https://accountingmarketing.org/event/dei-webinar-understanding-neurodiversity-how-it-impacts-individuals-teams/
CATEGORIES: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:20240228T130000
DTEND;TZID=America/Kentucky/Louisville:20240228T140000
DTSTAMP:20240123T211539Z
CREATED:20240123T211539Z
LAST-MODIFIED:20240123T211539Z
UID:7436-1709125200-1709128800@accountingmarketing.org
SUMMARY:AAM High! Webinar: From Hype to Practical Application: AI for Accounting Marketers
DESCRIPTION:Are you struggling to effectively use AI in your marketing workflow? \nWhether you’re a solo marketer or a member of a marketing team\, AI and AI-powered tools should be an essential part of your toolkit. Learning how to use these tools to complete various marketing tasks is the key. \nIn this webinar\, you’ll: \n\nLearn how to use AI to tackle specific marketing use cases.\nLearn advanced prompt techniques to get the results you want.\nHear from two marketing colleagues about how they are utilizing AI.\nReceive a spreadsheet of prompts showcased in the webinar that you can use later.\n\nLeading the webinar is Don Breckenridge\, a recognized AI expert\, and partner at Marketing by Numbers. Joining Don are Sarah Stage from Insero and Laura Metz from HCVT\, who will share how they are using AI in their firm’s day-to-day marketing efforts. \nJoin us for this fast-paced\, value-packed webinar that leaves you with tools you can use right away. \nSpeakers\nDon Breckenridge | Marketing by Numbers \nDon is a partner and co-founder of Marketing by Numbers\, the only AI-powered marketing platform designed specifically for accounting firms. \nThe platform helps firms leverage thought leadership to showcase their expertise\, educate clients and prospects\, and generate intelligent conversions that result in new engagements. Small firms with no marketing resources can use the hands-off automated service\, whereas larger firms are able to utilize the platform’s hands-on features. The result for all firms is a streamlined marketing process that helps drive growth. \nDon is also the founder of The AI Advisor\, a site where professionals in the accounting industry can learn\, share\, and connect with others about advances and applications of AI. \nLaura Metz | HCVT LLP \nLaura Metz is a marketing professional with over 10 years of experience in the accounting industry\, focusing on the “people” element of tax\, audit\, and accounting. She is currently serving as senior growth manager for HCVT\, working to develop and implement the firm’s growth strategy\, supporting the firm\, industry niches\, and service lines. \n  \nSarah Stage | Insero \nSarah is the Director of Marketing at Insero & Co. CPAs and has over 15 years of experience helping businesses and nonprofit organizations grow. She works collaboratively with clients and partners to develop effective marketing strategies to help reach their individual goals. Sarah strives to help connect businesses\, nonprofit organizations\, and government agencies with the right services and providers to meet their needs.
URL:https://accountingmarketing.org/event/aam-high-webinar-from-hype-to-practical-application-ai-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:20240222T120000
DTEND;TZID=America/Kentucky/Louisville:20240222T124500
DTSTAMP:20240205T151957Z
CREATED:20240205T151957Z
LAST-MODIFIED:20240205T151957Z
UID:7486-1708603200-1708605900@accountingmarketing.org
SUMMARY:AAM & AICPA Webinar: Beneficial Ownership Information (BOI)
DESCRIPTION:Many small businesses are impacted by a new federal information reporting requirement related to ownership that became effective January 1\, 2024. It’s estimated that over 30 million entities could be subject to beneficial ownership information (BOI) reporting under the Corporate Transparency Act (CTA)\, which has become a hot topic in the accounting profession. Learn more about this new requirement\, how accounting firms can play a role by providing awareness and services\, as well as risk mitigation best practices in this conversation with the AICPA. \nSpeakers\nLisa Simpson\, CPA\, CGMA \nLisa is Vice President – Firm Services for the AICPA. She leads the Private Companies Practice Section (PCPS)\, Firm Relationship Management\, Diversity & Inclusion\, Young Member Initiatives\, Technical Hotline and Center for Plain English Accounting. Her teams build and manage relationships with practitioners in all size firms\, creating awareness of changing trends that impact CPA firm success and providing resources and insights to enable firms to harness opportunities for the profession.  Her teams create innovative programs and engagement strategies to engage a diverse pipeline of current and future CPAs \nSince 2020 Lisa has been engaging with thousands of CPAs and business owners as a co-host of the award-winning AICPA Town Hall Series. She has been named in the top 100 Most Influential People in Accounting by Accounting Today since 2020. \nLisa began her career with EY gaining audit and tax experience in her six years with the firm. She then worked for a small firm in Lexington\, Kentucky for five years. Lisa has 20+ years of industry experience as well\, having served as the CFO for non-profit and for-profit organizations before joining the AICPA in 2012. \nLisa graduated from Eastern Kentucky University and is licensed as a CPA in NC and KY. \nMelanie Lauridsen \nMelanie Lauridsen is the AICPA Vice President of the Tax Policy & Advocacy team in Washington\, DC. In this position\, she is responsible for the review\, formulation\, and submission of federal tax technical and policy recommendations to Congress\, the Treasury Department\, and the Internal Revenue Service. Prior to her current role she also worked on the AICPA Tax Practice & Ethics team determining strategic direction for resources\, education\, and materials necessary for CPAs to be recognized as the premier providers of tax services. Before working at the AICPA\, she also worked at PwC and then Argy\, Wiltse and Robinson. She has a Bachelor of Economics from Brigham Young University and a Masters in Accountancy from George Washington University.
URL:https://accountingmarketing.org/event/aam-aicpa-webinar-beneficial-ownership-information-boi/
CATEGORIES: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:20240221T140000
DTEND;TZID=America/Kentucky/Louisville:20240221T144500
DTSTAMP:20240214T163907Z
CREATED:20240110T195930Z
LAST-MODIFIED:20240214T163907Z
UID:7339-1708524000-1708526700@accountingmarketing.org
SUMMARY:Virtual Campfire: AI
DESCRIPTION:Join us to explore the practical applications of AI in accounting marketing. We’ll discuss how AI tools are currently being used to streamline customer interactions and enhance marketing strategies. Share your experiences\, learn from your peers\, and gain insights into how AI can be realistically integrated into your marketing efforts. This session is an ideal platform for both AI novices and aficionados in the marketing field. \nSME \nAlice Grey Harrison\, Managing Partner\, AGH Consulting Group \nWith 25 years of experience in corporate communications\, Alice Grey is a seasoned professional who brings a fresh approach to strategy. Her passion lies in thriving within highly creative environments\, where she navigates the complexities of change and implements sophisticated communication strategies. \nAlice Grey is not just a strategist; she’s a catalyst for transformation. She excels in developing and executing strategies that inform\, inspire\, and drive cultural shifts within organizations. Change\, for her\, is not just a challenge—it’s an opportunity for alignment and growth. With proven results and award-winning strategies\, Alice Grey is a recognized leader in the industry and frequently shares thought leadership on the national stage. \n  \n  \nFacilitators \n\nRaissa Evans\, Weaver\nAlyson Fieldman\, RockIt Results\nKelsey Brewer\, McGuire Sponsel
URL:https://accountingmarketing.org/event/virtual-campfire-ai-2024/
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:20240207T130000
DTEND;TZID=America/Kentucky/Louisville:20240207T134500
DTSTAMP:20240109T212431Z
CREATED:20231114T200916Z
LAST-MODIFIED:20240109T212431Z
UID:6992-1707310800-1707313500@accountingmarketing.org
SUMMARY:AAM High! Webinar: Five Ways to Build a MarTech Stack That Actually Works for You
DESCRIPTION:There’s a shiny new marketing technology every day. It seems like by the time you’ve onboarded with a new tool\, a newer and better tool has been released. With so many different technologies\, and marketers wearing many hats\, how are you supposed to keep up with it all—much less actually use these tools to generate leads\, retain your clients\, and increase brand awareness? Join Warren Averett’s Joy Abbott and Sunny Ricks to learn how to identify the tools you actually need\, how these tools can work for your firm\, and how to scale your MarTech strategy to ultimately reach your marketing goals. \nSpeakers \nJoy Abbott \nMarketing Technology Manager | Warren Averett \n  \n  \n  \n  \nSunny Ricks \nDirector of Marketing Communications |Warren Averett \n 
URL:https://accountingmarketing.org/event/aam-high-webinar-five-ways-to-build-a-martech-stack-that-actually-works-for-you/
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:20240130T113000
DTEND;TZID=America/Kentucky/Louisville:20240130T123000
DTSTAMP:20240110T145624Z
CREATED:20240110T145433Z
LAST-MODIFIED:20240110T145624Z
UID:7327-1706614200-1706617800@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/
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:20240125T130000
DTEND;TZID=America/Kentucky/Louisville:20240125T134500
DTSTAMP:20231108T173604Z
CREATED:20231108T173604Z
LAST-MODIFIED:20231108T173604Z
UID:6985-1706187600-1706190300@accountingmarketing.org
SUMMARY:AAM High! Webinar: Crack the Code to Paid Search Success
DESCRIPTION:Are you ready to take your digital advertising game to the next level? Join us for an exclusive webinar where we delve into the world of AI-powered strategies to revolutionize your paid search campaigns!\n\nWebinar Overview:\nIn today’s competitive digital landscape\, mastering the art of paid search advertising is essential to stand out and drive impactful results. This webinar is your golden opportunity to unlock the secrets behind building ad campaigns that not only capture attention but also convert effectively.\n\nKey Highlights:\n·       AI Unleashed: Discover how cutting-edge AI techniques are transforming the way advertisers create\, optimize\, and manage paid search ads.\n·       Strategic Insights: Learn proven strategies to maximize your ad budget\, target the right audience\, and improve click-through and conversion rates.\n·       Ad Campaign Case Studies: Dive into real-world examples showcasing how leading brands have utilized AI-powered tricks to achieve remarkable success in their ad campaigns.\n·       Hands-On Tips: Get ready to explore practical tips and step-by-step guidance on implementing AI-driven tactics into your advertising workflow.\n·       Q&A Session: Engage with our industry expert to get answers to your burning questions about AI and paid search.\n\nWho Should Attend:\n·       Digital marketers at all levels\n·       Business development professionals looking for an “in”\n·       Anyone looking to enhance their understanding of AI-powered paid search strategies\n\nJoin us for an insightful journey into the future of advertising\, where AI is the catalyst for unparalleled success. Don’t miss out on this opportunity to crack the code and elevate your paid search campaigns to new heights.\n\nSpeaker \nBecky Livingston is the Owner and CEO of Penheel Marketing\, a NJ-based firm specializing in social media and digital marketing for CPAs. With over 25 years of marketing and tech experience\, she is the author of “The B2B Marketer’s Guide to AI: Strategies\, Tactics & Tools for Success\,” “SEO for CPAs – The Accountant’s SEO Handbook\,” “The Accountant’s Social Media Handbook\,” and “SEO Secrets\, Myths and Truths to Being Found Online.” In addition to being a practitioner\, she is a dog lover\, an active Association for Accounting Marketing’s (AAM) committee member\, an adjunct professor\, and HubSpot partner.
URL:https://accountingmarketing.org/event/aam-high-webinar-crack-the-code-to-paid-search-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:20240117T140000
DTEND;TZID=America/Kentucky/Louisville:20240117T144500
DTSTAMP:20240105T150104Z
CREATED:20240105T150104Z
LAST-MODIFIED:20240105T150104Z
UID:7266-1705500000-1705502700@accountingmarketing.org
SUMMARY:Virtual Campfire: Marketers Unplugged
DESCRIPTION:Join us for our first AAM Virtual Campfire of 2024\, where industry marketers will gather to reflect on the wins\, strategies\, and trends that defined the accounting marketing landscape in 2023. Together\, we’ll discuss inspiration and anticipation for what’s to come in 2024. \nWhy Attend:\n• Gain insights from industry marketers on successful 2023 marketing strategies and initiatives\n• Explore emerging trends and ideas shaping the industry.\n• Connect with like-minded professionals and share your own experiences.\n• Walk away inspired and ready to conquer the marketing challenges of 2024! \nFacilitators \n\nRaissa Evans\, Weaver\nAlyson Fieldman\, RockIt Results\nKelsey Brewer\, McGuire Sponsel\nKristy Gusick\, Align Marketing Group
URL:https://accountingmarketing.org/event/virtual-campfire-marketers-unplugged/
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:20231205T130000
DTEND;TZID=America/Kentucky/Louisville:20231205T134500
DTSTAMP:20231113T183438Z
CREATED:20231108T170250Z
LAST-MODIFIED:20231113T183438Z
UID:6982-1701781200-1701783900@accountingmarketing.org
SUMMARY:Business Development Roundtable: Bright Ideas for Biz Dev Success in 2024
DESCRIPTION:Join us for a dynamic and insightful roundtable discussion where growth leaders and business developers come together to delve into the hottest topics and strategies shaping the future of the industry in 2024. In this event\, we will explore the challenges and opportunities that lie ahead for accounting firms as they strive for sustainable growth in an ever-evolving business landscape.  Please bring your questions and ideas to share as this will be a facilitated discussion with both panelists and attendees. \nPanelists\n \nRalph McNamara\, MBA \nChief Growth Officer\, Business Development | Kaufman\, Rossin \nRalph MacNamara leads the firm’s business development department and is responsible for driving the growth strategies for all service lines and industry teams. He also oversees the firm’s corporate social responsibility initiatives to promote civic and community engagement. \nRalph provides audit\, accounting\, tax\, and advisory services to a variety of public companies\, private businesses\, and entrepreneurs. His clients represent a wide array of industries such as banking\, finance\, entertainment\, healthcare\, hospitality\, information technology\, legal\, logistics\, manufacturing\, e-commerce\, pharmaceutical\, and wholesale distribution. \nHe’s helped launch several new service lines and regularly works with attorneys to assist with their forensics accounting\, economic damages\, e-discovery\, and expert testimony needs. \nRalph is currently Chairman of the South Florida District Export Council and serves on the Board of the Association of Accounting Marketing. A lifelong resident of South Florida\, Ralph earned an MBA from the University of Miami with specializations in finance and marketing and holds a bachelor’s degree in business administration from Florida International University. \nAngel Morgan \nChief Business Development Officer | Cherry Bekaert Advisory LLC \nAngel is an inspiring\, solutions focused sales leader with a people first\, anything is possible mindset. Angel has over 20 years of innovating within the professional services and public accounting organizations. As the Chief Business Development Officer for Cherry Bekaert\, she is providing year over year explosive growth in surpassing team revenue by over 100%. Cherry Bekaert is a thriving\, rapidly growing private equity backed top 25 accounting and consulting firm that is committed to making a difference for our people\, clients\, and our community. \nAt Cherry Bekaert\, Angel is focused on reimagining new ways to drive growth in a competitive environment with specific goals towards building a scalable motivated sales function that results in high performing teams. \nProfessionally\, as a self-proclaimed human experience leader\, Angel is passionate about aligning personal core values to the firm’s business goals. Impactful teams are inspired teams. Recognizing that individual core values fuel performance and ensure longevity\, giving voice to the employee journey is foundational and non-negotiable. \nPersonally\, as a recent pickleball convert\, she exercises her competitive spirit by getting regularly beat by people twice her age and half the fitness level. \nChris Perrino \nPrincipal\, Business Development | Barnes Denning \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. \nIn addition\, Chris works closely with the firm’s marketing team to hone messaging and provide the “voice of the prospect.” He provides insight and perspective to the firm’s marketing director and invites input from the marketing director on business development initiatives\, as well. \nA frequent speaker on professional services marketing and business development topics\, Chris has spoken at top industry conferences organized by the AICPA\, New York Society of CPAs\, Ohio Society of CPAs\, and the Association for Accounting Marketing (AAM). He is a member of AAM’s Business Development Committee and past Chair of the Allinial Global Business Development / Marketing Committee\, where he has served as a committee member since 1999. In addition\, he is the Chair of the Corryville Catholic School Advisory Committee and has been a committee member since 2003. Corryville Catholic is an urban school dedicated to educating children to be the leaders of tomorrow. \nChris earned a Bachelor of Arts from Thomas More College\, Crestview Hills\, KY. He was chosen as a Cincinnati-area “Forty Under 40” in 1999 by the Business Courier and was inducted into the AAM Hall of Fame in 2012. \nChris is a life-long Cincinnatian\, a big fan of the Reds\, and an avid fisherman. He enjoys time with family and friends\, the great outdoors\, rural settings\, and lakeside summer vacations. He is a longtime member of the Corryville Catholic School Advisory Committee and a supporter of Catholic education. His bucket list includes sampling the Cincinnati-style chili at each unique chili parlor in town. \nJohn Meislahn \nDirector of Business Development | Pisenti & Brinker \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. John is very active in Sonoma County as he is Board Chair of Community Matters and holds board member positions with the Sonoma County Alliance and Wild Oak Saddle Club. John is also Past Board Chair at Social Advocates for Youth and now sits on their Advisory Board. \nJohn and his wife live in Santa Rosa with two adult children. When he is not working\, he enjoys traveling\, reading and drinking fine Sonoma County Wines.
URL:https://accountingmarketing.org/event/business-development-roundtable-bright-ideas-for-biz-dev-success-in-2024/
CATEGORIES:Business Development Roundtable,Virtual
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Business-Development-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20231116T130000
DTEND;TZID=America/Kentucky/Louisville:20231116T143000
DTSTAMP:20231018T203609Z
CREATED:20231018T200916Z
LAST-MODIFIED:20231018T203609Z
UID:6913-1700139600-1700145000@accountingmarketing.org
SUMMARY:AAM AI Policy Workshop: Creating an AI Policy for Accounting Firms
DESCRIPTION:Your firm must have a solid\, comprehensive policy for using artificial intelligence technologies. Join this session for informative\, engaging guidance on all of the areas your AI policy should address\, followed immediately by a 30-minute hands-on working session through an AI policy worksheet. Walk away with clear next steps for how to work with your leaders and an appointed team to create a concise\, enforceable AI policy for your firm. \nPart 1: Information Presentation and Group Activities \nIntroduction and Welcome \n\nWorkshop objectives and agenda\nImportance of AI policy creation for accounting firms\n\nAI Policy Creation \n\nOverview of what AI policy entails and its significance in accounting firms\nKey components of an AI policy: objectives\, guiding principles\, use cases\, ethical considerations\, risk management\, vendor evaluation\, etc.\n\nGroup Activity 1: SWOT Analysis \n\nGroup discussion evaluating AI against a firm’s current state: strengths\, weaknesses\, opportunities\, and threats\n\nGuiding Principles\, Risk Analysis\, Technology\, Roles\, and Use Case Prioritization \n\nHow they relate to devising\, and then enforcing AI policies\n\nGroup Activity 2: Use Case Prioritization \n\nList of potential AI use cases in accounting\nVote on your top priority use cases individually\nDiscuss and compare to identify common priorities\n\nPart 2: Active AI Policy Creation Module \nIntroduction to AI Policy Development \n\nCreating an AI policy tailored to your firm’s context\nOutline key components of the policy\n\nFacilitated Group Discussion and Brainstorming \n\nBrainstorm key components of your AI policy\nDiscuss objectives\, guiding principles\, use cases\, risk mitigation strategies\, ethical considerations\, vendor selection criteria\, etc.\n\nGuided Template Filling \n\nFill in the template with key policy components\n\nClosing and Next Steps \n\nSummarize the active policy creation module\nRefining the policy\, seeking legal input\, and obtaining leadership approval\nThree personal immediate next steps\n\nInstructor \nJoy Youell \n \nJoy Youell is a content strategist and SEO expert with 15 years of experience in organic search research and development. Joy has led content and SEO strategies for global companies\, including Indeed and American Express. Her work has regularly been featured in Forbes\, Entrepreneur\, SUCCESS magazine\, and more. She owns Hire a Writer\, a copywriting agency\, and provides SEO strategy and consulting services to accounting firms through Winding River Consulting.
URL:https://accountingmarketing.org/event/aam-ai-policy-workshop/
CATEGORIES:Training
ATTACH;FMTTYPE=image/png:https://accountingmarketing.org/wp-content/uploads/2023/08/TRAININGS-Icon_72dpi-1-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20231115T140000
DTEND;TZID=America/Kentucky/Louisville:20231115T144500
DTSTAMP:20230606T200422Z
CREATED:20230606T200422Z
LAST-MODIFIED:20230606T200422Z
UID:6327-1700056800-1700059500@accountingmarketing.org
SUMMARY:Virtual Campfire: Social Media
DESCRIPTION:Remember when social media was new? Us either. A new social channel or community seems to lauch every year. What channels are still relevant? How are you feeding the social media content beast? And are we still asking\, “How do you measure it?” Please come prepared to discuss all things social media. \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.
URL:https://accountingmarketing.org/event/virtual-campfire-social-media/
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:20231114T113000
DTEND;TZID=America/Kentucky/Louisville:20231114T123000
DTSTAMP:20230110T190349Z
CREATED:20230110T190349Z
LAST-MODIFIED:20230110T190349Z
UID:5689-1699961400-1699965000@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/
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:20231107T130000
DTEND;TZID=America/Kentucky/Louisville:20231107T134500
DTSTAMP:20231023T154613Z
CREATED:20231023T154613Z
LAST-MODIFIED:20231023T154613Z
UID:6934-1699362000-1699364700@accountingmarketing.org
SUMMARY:AAM High! Webinar: Marketing Metrics That Matter
DESCRIPTION:Today we have more data than we ever did before. However\, not all data is created equal. Do you know what data firm leaders actually care about? And how does that data differ from what you as a marketer look at? While you might look at email open rates and engagement numbers to enhance your efforts\, many partners don’t understand this data nor do they truly care about it if it doesn’t tie into a strategic firm goal.  You have to understand what matters to your firm and be able to share KPIs that highlight marketing’s contributions to the firm. This session will look at: \n\nMetrics marketing should consider\nMetrics partners likely care about\nHow a KPI dashboard can help others visualize the story you want to tell\n\nSpeaker \nKatie Tolin founded CPA Growth Guides after a decades-long in-house marketing 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. \nThroughout her career\, Katie has been 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.” In addition\, she runs mastermind groups focused on firm growth through her other company\, Rally Rounds\, and teaches business development leadership through Power Up Professionals.
URL:https://accountingmarketing.org/event/aam-high-webinar-marketing-metrics-that-matter/
CATEGORIES:AAM High Webinar,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:20231018T140000
DTEND;TZID=America/Kentucky/Louisville:20231018T144500
DTSTAMP:20231005T164658Z
CREATED:20230606T200113Z
LAST-MODIFIED:20231005T164658Z
UID:6325-1697637600-1697640300@accountingmarketing.org
SUMMARY:Virtual Campfire: Marketing Data- What are you Capturing and How are you Using It?
DESCRIPTION:Discover key insights on leveraging data-driven strategies\, measuring campaign effectiveness\, and optimizing marketing ROI. We’ll consider questions like: How can we harness data to better understand client preferences and behaviors? What metrics should we track to evaluate marketing performance? How can we ensure data privacy and security in our marketing efforts? Don’t miss this opportunity to gain valuable perspectives and share best practices in utilizing marketing data effectively. \nSME \nDanny Estrada \n \nDanny Estrada is the Vice President of Consulting at Rare Karma. Throughout his career Danny has been a CRM evangelist and expert at leveraging technology platforms to create business value.  He has been a Senior Director at KPMG\, thought leader for Salesforce and Microsoft\, and published in an industry whitepaper by the Harvard Business Review. He is a long-time member of AAM and former Business Development Committee Chair. He also holds an Executive MBA from the W.P. Carey School of Business at Arizona State University. \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.
URL:https://accountingmarketing.org/event/virtual-campfire-marketing-data-what-are-you-capturing-and-how-are-you-using-it/
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:20231011T130000
DTEND;TZID=America/Kentucky/Louisville:20231011T160000
DTSTAMP:20230822T205504Z
CREATED:20230822T205055Z
LAST-MODIFIED:20230822T205504Z
UID:6639-1697029200-1697040000@accountingmarketing.org
SUMMARY:Post-Emerge Workshop: Getting Started with AI for Accounting Marketing
DESCRIPTION:This hands-on workshop will delve into the possibilities presented by ChatGPT and other AI tools for accounting marketing. You’ll gain a solid foundation in understanding AI’s capabilities\, how they work\, and how they can be leveraged within your firm. This workshop includes guided\, practical exercises and the ability to obtain immediate feedback from our subject matter experts. By the end of the workshop you’ll be able to build your own personal learning plan to continue on your AI journey and position you as a champion of AI within your firm.
URL:https://accountingmarketing.org/event/post-emerge-workshop-getting-started-with-ai-for-accounting-marketing/
CATEGORIES:Training,Virtual
ATTACH;FMTTYPE=image/png:https://accountingmarketing.org/wp-content/uploads/2023/08/TRAININGS-Icon_72dpi-2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20231004T110000
DTEND;TZID=America/Kentucky/Louisville:20231004T163000
DTSTAMP:20230714T152844Z
CREATED:20230714T152844Z
LAST-MODIFIED:20230714T152844Z
UID:6464-1696417200-1696437000@accountingmarketing.org
SUMMARY:Emerge 2023
DESCRIPTION:What is Emerge?\nEmerge is marketing and business development reimagined. How we lead teams\, speak to and engage with clients\, manage brands\, and help propel business growth forward has been redefined. It’s not the rules that have changed\, it’s the whole game. Emerge is AAM’s one-day virtual conference designed to inspire\, transform\, and elevate with the information needed today. \nWhy Attend?\nEmerge 2023 sessions will delve into the exciting realm of Intelligent Technologies and their impact on the future. With AI taking center stage in conversations worldwide\, it’s evident that this trend is here to stay. To ensure survival\, accounting firms need to undergo a transformative journey. Are you ready to embrace your crucial role within the future-ready firm? Join us on October 4 and emerge with new ideas. \nOur host for the day\, Ace Callwood\, along with our speakers\, will be presenting live from the Emerge studio in the suburbs of Chicago. They’ll share practical information while also providing moments of delight and surprise. This is not your typical virtual event! \n  \nNew for 2023! Hands-on Online Workshop\nGetting Started with AI for Accounting Marketing \nWednesday\, October 11 \n1:00-4:00pm \nYou’ll gain insight into how AI-powered applications\, like ChatGPT\, work and will leave with practical knowledge to integrate this and other AI tools into your marketing strategies. This workshop includes guided\, practical exercises and the ability to obtain immediate feedback from our subject matter experts. \nDiscounted pricing available to attend both Emerge and the workshop.
URL:https://accountingmarketing.org/event/emerge-2023/
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:20230920T140000
DTEND;TZID=America/Kentucky/Louisville:20230920T144500
DTSTAMP:20230717T131152Z
CREATED:20230606T195922Z
LAST-MODIFIED:20230717T131152Z
UID:6323-1695218400-1695221100@accountingmarketing.org
SUMMARY:Virtual Campfire: What's New and Old in CRM?
DESCRIPTION:From gaining buy-in to implement a CRM system\, to synthesizing the business intelligence we all hope comes out of one – CRM sytems dominate our time and headspace. Let’s talk everything CRM. We know you have a lot to say about this topic\, so we expect this to be a jam-packed session! \nSME \nTimothy Keith \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. \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.
URL:https://accountingmarketing.org/event/virtual-campfire-whats-new-and-old-in-crm/
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:20230919T140000
DTEND;TZID=America/Kentucky/Louisville:20230919T150000
DTSTAMP:20230914T204236Z
CREATED:20230818T144529Z
LAST-MODIFIED:20230914T204236Z
UID:6631-1695132000-1695135600@accountingmarketing.org
SUMMARY:AAM DEI Webinar: Employee Resource Groups (ERGs) 101
DESCRIPTION:Employee resource groups (ERGs) have been flourishing in the last year as companies explore strategies to strengthen their diversity\, equity\, and inclusion (DEI) initiatives. Like all new ventures\, the journey to create ERGs that have a positive impact on your employees and firm as a whole requires thoughtfulness\, commitment\, collaboration\, time\, and patience. If you and your firm are thinking about establishing ERGs\, you don’t want to miss this panel. The speakers will discuss how they got started\, their approach\, and what they’ve learned along the way\, as well as their ways to set them up for success and pitfalls to avoid. We will discuss: \n\nHow to establish\, facilitate and maintain ERGs\nHow ERGs can increase and improve employees’ experience and feelings of inclusion\nHow including ERG materials in an onboarding “welcome kit” can help with retention\nHow to form ERGs in a small firm or take advantage of firm network ERGs\n\nSpeakers \nMelaura Benitez\, MPA\, SHRM-SCP\nManager\, Human Resources\, Florida Region | Rehmann \n \nAs a Rehmann human resources manager\, Melaura serves as the primary contact for associate relations in the Florida region\, supporting the firm’s performance management process. She develops and provides guidance on new and existing policies and procedures to meet the firm’s human resource needs and helps create and measure success of initiatives to maintain positive employee engagement and satisfaction. Additionally\, she manages the firm’s compensation process and annual reporting. She also serves as the human resources department lead on firm-wide diversity\, equity\, and inclusion initiatives as a member of Rehman’s Diversity Action Council. \nMelaura began her human resources career in 2012 at New York City Ballet in New York. She worked in the arts industry at New York City Ballet as HR manager six and a half years and as their office manager for five years with a strong lean in the HR functions of the organization. She joined Rehmann in 2019. \nMelaura is a member of the Society of Human Resource Management (SHRM). A SHRM senior certified professional\, she is qualified to develop and implement policies and strategies\, serve as point of contact for staff and stakeholders\, deliver HR services and perform operational HR functions. \nNatalie Ikker\nPeople Programs Manager\, GHJ \nNatalie Ikker has over nine years of experience incorporating relationship-building practices\, program development and management and building upon collaborative people-oriented initiatives in a variety of roles and companies. \nPrior to joining GHJ in 2022\, Natalie worked at a university in Southern California. Throughout her time there\, she managed undergraduate advising in a prominent academic department\, enhanced internship and research programs\, incorporated equity initiatives\, oversaw strategic assessment projects and led events focused on early career topics and holistic student success for the populations she served. She was also involved in departmental DEI efforts\, professional staff committees and campus mentorship opportunities. \nNatalie is passionate about building meaningful partnerships with individuals and teams to connect on what matters most — their goals\, needs\, wants\, areas for improvement\, strengths\, etc. — to address current pain points and understand how solutions can be implemented or reimagined in future approaches. \nKristen Wilbur\, CPA\, CISSP\, CCSIK\, CISA\, ISO 27001\nLead Auditor\, Principal\, Schellman \nKristen Wilbur is a Principal with Schellman\, with over 13 years of experience in providing IT attestation and compliance services. Kristen has evaluated risk and controls for Global 1000\, Fortune 500\, and regional companies during the course of her career with a strong focus in the technology sector.  Kristen currently leads the New York City practice at Schellman where she specializes in SOC 1\, SOC 2\, ISO 27001\, and HIPAA reporting. In her portfolio she also manages large scale engagements that include FedRAMP\, HITRUST\, and Privacy. \nKristen majored in Criminal Justice and Spanish in her undergrad and completed her MBA with an IT Management Concentration. She began her career at a Big 4 CPA firm in the IT advisory group where she spent three years supporting integrated SOX 404 audits as well as performing SOC reporting before moving to Schellman.  She has the following technical certifications: CPA\, CISSP\, CCSK\, CISA\, Advanced SOC and ISO 27001 Lead Auditor. \nKristen has a strong passion for giving back and in 2018 helped to establish the corporate social responsibility program at Schellman called SchellmanCARES. SchellmanCARES was formalized with the intention of creating a launch pad for programs within our Firm that reflect the values\, interests\, and needs of our ever growing and evolving team.  This employee-led initiative demonstrates our commitment to issues that we are most passionate about: Charity\, Advocacy\, Resources\, Employee Engagement\, and Service (CARES).  Within the framework of the CARES umbrella\, we are able to foster a sense of pride and belonging as well as make a meaningful impact on our people and our communities. \nInteractivity \nThere will be a question-and-answer portion at the end of the session\, but we will also take questions throughout the presentation as they arise.
URL:https://accountingmarketing.org/event/aam-dei-webinar-employee-resource-groups-ergs-101/
CATEGORIES:AAM High Webinar,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:20230915T110000
DTEND;TZID=America/Kentucky/Louisville:20230915T123000
DTSTAMP:20230821T131254Z
CREATED:20230814T155742Z
LAST-MODIFIED:20230821T131254Z
UID:6552-1694775600-1694781000@accountingmarketing.org
SUMMARY:AAM Learning Lab: Do MORE with Google Analytics 4
DESCRIPTION:Google Analytics 4 is here to stay – if all you’ve done is import default UA settings\, you need this workshop. We will uncover the new features and functionalities\, give you resources for customizing GA4\, and ensure you walk away armed to make the most out of this high-value\, data-rich platform. \nIntroduction \n\nIntroduce objectives and agenda.\nUsing Google Analytics 4 for accounting firms to gain insights into website traffic and user behavior.\n\nWhy Google Analytics 4? \n\nKey features and benefits of Google Analytics 4 compared to previous versions.\nAdapting to the new analytics paradigm to better understand user journeys and interactions.\n\nKey Metrics and Reports \n\nEssential metrics and reports in Google Analytics 4 that are relevant for accounting firms.\nHow metrics provide insights into user engagement\, content performance\, and more.\n\nSetting Up Google Analytics 4 \n\nSetting up a Google Analytics 4 property for an accounting firm’s website.\nProper configuration to ensure accurate data collection.\n\nHands-on Exercises \n\nExercise 1: Account Setup\nExercise 2: Event Tracking\nExercise 3: User Behavior Analysis\n\nWorkshop Summary and Q&A \n  \nSpeakers \nDavid Toth \n \nDavid M. Toth is a principal at Winding River Consulting. In his role as Chief Growth Officer\, he guides the accounting profession’s ‘Top 400’ firms in designing and implementing highly-effective\, strategic-growth frameworks that encompass M&A\, digital\, and internal organic growth. \nDavid facilitates Winding River Consulting’s (WRC) marque program\, MPB | Leadership Accelerated (formerly\, Managing Partner Bootcamp)\, helping firms address the increasingly critical communication gap and gain alignment between leadership\, marketing\, and business development. He created WRC’s Digital Deep Dive Summit\, an annual two-day seminar dedicated to the advancement of digital strategy through a peer-to-peer driven program. \nDavid prioritizes building meaningful relationships recognizing that\, while each business and industry is unique\, the foundation to success is always the same: know your customer. \n  \nJoy Youll \nJoy Youell is a content strategist and SEO expert with 15 years of experience in organic search research and development. Joy has led content and SEO strategies for global companies\, including Indeed and American Express. Her work has regularly been featured in Forbes\, Entrepreneur\, SUCCESS magazine\, and more. She owns Hire a Writer\, a copywriting agency\, and provides SEO strategy and consulting services to accounting firms through Winding River Consulting.
URL:https://accountingmarketing.org/event/aam-learning-lab-do-more-with-google-analytics-4/
CATEGORIES:Training,Virtual
ATTACH;FMTTYPE=image/png:https://accountingmarketing.org/wp-content/uploads/2023/08/TRAININGS-Icon_72dpi-2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20230912T113000
DTEND;TZID=America/Kentucky/Louisville:20230912T123000
DTSTAMP:20230110T190149Z
CREATED:20230110T190149Z
LAST-MODIFIED:20230110T190149Z
UID:5687-1694518200-1694521800@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-8/
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:20230830T130000
DTEND;TZID=America/Kentucky/Louisville:20230830T140000
DTSTAMP:20230724T201045Z
CREATED:20230724T201045Z
LAST-MODIFIED:20230724T201045Z
UID:6509-1693400400-1693404000@accountingmarketing.org
SUMMARY:AAM High! Webinar: How Accounting Marketers Can Navigate the Opportunity and Obstacles of ChatGPT
DESCRIPTION:ChatGPT and hundreds of other generative AI tools have exploded in popularity this year introducing a new wave of disruption for accounting marketers. How should we prepare and adapt for a future dominated by these tools? Join Hinge’s Karl Feldman and Austin McNair for a discussion of specific strategies accounting marketers should consider in the wake of this artificial intelligence boom. Moreover\, they’ll discuss primary risks associated with using these tools and how you can develop a roadmap for responsibly using these tools. \nPresenters: \nKarl Feldman\, Senior Partner at Hinge \n  \n  \n  \nAustin McNair\, Senior Marketing Manager at Hinge
URL:https://accountingmarketing.org/event/aam-high-webinar-how-accounting-marketers-can-navigate-the-opportunity-and-obstacles-of-chatgpt/
CATEGORIES:AAM High Webinar,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:20230816T140000
DTEND;TZID=America/Kentucky/Louisville:20230816T144500
DTSTAMP:20230712T201905Z
CREATED:20230606T142341Z
LAST-MODIFIED:20230712T201905Z
UID:6320-1692194400-1692197100@accountingmarketing.org
SUMMARY:Virtual Campfire: Brand Management
DESCRIPTION:We’ll dive into rebranding\, navigating mergers\, aligning your firm with messaging and positioning\, enforcing brand guidelines\, activating your brand effectively\, and conducting a brand audit. Join us to gain practical strategies for enhancing brand awareness\, fostering consistency\, and driving differentiation in a competitive market. Don’t miss this opportunity to exchange ideas on optimizing your accounting firm’s brand impact. \nSMES \nMike Jones \nRemarkable accounting firm brands require authenticity and a die-hard commitment to values\, personality\, and story. Mike Jones passionately pursues these beliefs as CEO of his brand consultancy – Resound – and the numerous client’s they’ve helped to discover\, craft\, and refine their own brands. He also explores these topics on his podcast\, in his book\, “You Are Remarkable”\, and with his speaking at numerous industry events and universities across the US. In recognition of the work he’s done\, this Arizona native has been named one of the state’s top business leaders under the age of 40 by the Phoenix Business Journal. He also serves on the boards of PHX Startup Week\, TCH\, and Conscious Capitalism Arizona…at least when he and his wife\, Adrienne\, are not chasing down their 3 kids. If you want to connect\, LinkedIn’s usually where you’ll find him – linkedin.com/in/remarkamike. \nBarry Benton \nBarry’s nomadic nature serves him well in his role as Gittings Global Director of Business Development. With over two decades of sales and photography experience\, Barry has traveled hundreds of thousands of miles to expand our global reach and connect with legal and accounting firms that can benefit from the end-to-end photography services Gittings Global provides. \nBarry enjoys consulting with firms about their needs and guiding them through how to achieve effective portraits that will land clients new work. \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. \n 
URL:https://accountingmarketing.org/event/virtual-campfire-brand-management/
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:20230725T130000
DTEND;TZID=America/Kentucky/Louisville:20230725T140000
DTSTAMP:20230609T152540Z
CREATED:20230609T152540Z
LAST-MODIFIED:20230609T152540Z
UID:6345-1690290000-1690293600@accountingmarketing.org
SUMMARY:AAM High! Webinar: From Pointless to Powerful: Making Your LinkedIn Presence Matter in the Accounting Industry
DESCRIPTION:Discover the secrets to transforming your LinkedIn presence in the accounting industry. Join us for an engaging webinar that will explore strategies to leverage LinkedIn for success with practical approaches based on varying levels of time commitments and resources\, while minimizing the cringe-worthy posts that are so often found on the platform. \nThe webinar will begin with a level set on LinkedIn and various approaches to utilizing it: \n\nMaintaining Presence and Business Credibility: Understand the significance of establishing a strong presence on LinkedIn and its impact on building credibility in the accounting industry. We will explore tools and techniques\, including AI and automation\, to minimize the time required to accomplish this goal effectively.\n\n\nGrowth Strategy: Learn about the essential components of a growth strategy on LinkedIn. We will examine real commitments and showcase examples of companies and their employees who have successfully executed LinkedIn growth strategies in the accounting industry.\n\nThroughout the webinar\, you will gain practical insights and actionable tips to optimize your firm and your colleagues’ LinkedIn presence. \nSpeakers \nDavid Toth \n \nDavid M. Toth is a principal at Winding River Consulting. In his role as Chief Growth Officer\, he guides the accounting profession’s ‘Top 400’ firms in designing and implementing highly-effective\, strategic-growth frameworks that encompass M&A\, digital\, and internal organic growth. \nDavid facilitates Winding River Consulting’s (WRC) marque program\, MPB | Leadership Accelerated (formerly\, Managing Partner Bootcamp)\, helping firms address the increasingly critical communication gap and gain alignment between leadership\, marketing\, and business development. He created WRC’s Digital Deep Dive Summit\, an annual two-day seminar dedicated to the advancement of digital strategy through a peer-to-peer driven program. \nOver the past two decades\, David has served as an outsourced CMO for organizations in sectors from fast-growing start-ups to well established Fortune 500 companies. In 2022\, he was named one of CPA Practice Advisor’s ’20 under 40 Top Influencers’ in the accounting profession. He was recognized as a 2023 ‘Notable Leaders in Accounting & Consulting’ by Crain’s Cleveland Business. \nDavid prioritizes building meaningful relationships recognizing that\, while each business and industry is unique\, the foundation to success is always the same: know your customer. \nJames Hirchak \n \nJames Hirchak is the President & Co-Founder of Astute Review\, a software company focused on helping marketing teams within accounting quantify and improve brand compliance through automation tools. \nBefore starting Astute\, James served as a Director of Corporate Development for Dover Corporation\, where he was responsible for managing mergers & acquisitions and general strategic initiatives within Dover. Prior to Dover\, James worked in the Economic and Valuation Services practice at KPMG. \nJames holds a BS in Finance and Entrepreneurship from Miami University and an MBA from the Kellogg School of Management. \nJames lives in Chicago\, IL with his wife and two daughters.
URL:https://accountingmarketing.org/event/aam-high-webinar-from-pointless-to-powerful-making-your-linkedin-presence-matter-in-the-accounting-industry/
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:20230719T120000
DTEND;TZID=America/Kentucky/Louisville:20230719T123000
DTSTAMP:20230710T172621Z
CREATED:20230710T172621Z
LAST-MODIFIED:20230710T172621Z
UID:6444-1689768000-1689769800@accountingmarketing.org
SUMMARY:AAM State of the Association Town Hall
DESCRIPTION:Wednesday\, July 19 at 12:00pm ET \nThe Association for Accounting Marketing (AAM) invites members to participate in an upcoming State of the Association Town Hall to learn what AAM has accomplished in the past year\, as well as the vision for the future. \nAgenda \nWelcome and State of the Association – Rhonda Clark\, AAM Executive Director \n2022 Achievements – Nicole Sterling\, AAM Immediate Past President \nFinance Update – Ed Warren\, 2022-2023 AAM Treasurer \nFuture of AAM – Courtney Kiss\, AAM President \nThe Town Hall will conclude with a Q&A session. Questions will be accepted in advance. Please send your questions to info@accountingmarketing.org by Friday July 14. \n 
URL:https://accountingmarketing.org/event/aam-state-of-the-association-town-hall/
CATEGORIES: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:20230711T113000
DTEND;TZID=America/Kentucky/Louisville:20230711T123000
DTSTAMP:20230110T185919Z
CREATED:20230110T185919Z
LAST-MODIFIED:20230110T185919Z
UID:5685-1689075000-1689078600@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-7/
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:20230621T140000
DTEND;TZID=America/Kentucky/Louisville:20230621T150000
DTSTAMP:20230131T181659Z
CREATED:20230131T181659Z
LAST-MODIFIED:20230131T181659Z
UID:5803-1687356000-1687359600@accountingmarketing.org
SUMMARY:Virtual Campfire: Marketing Department Structure & Project Management
DESCRIPTION:Whether we have a large team or are a department of one\, Project Management is a HUGE part of our jobs. How are you structuring your marketing department? What tools are you using to keep your arms around all the moving parts? What changes are you seeing given the ever-evolving role of marketers in accounting firms? Please come prepared with your questions or best practices around marketing operations. \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-marketing-department-structure-project-management/
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:20230620T140000
DTEND;TZID=America/Kentucky/Louisville:20230620T150000
DTSTAMP:20230524T210554Z
CREATED:20230524T210554Z
LAST-MODIFIED:20230524T210554Z
UID:6300-1687269600-1687273200@accountingmarketing.org
SUMMARY:DEI Webinar- Web Accessibility: The Key to a More Inclusive Online World
DESCRIPTION:Web Accessibility: The Key to a More Inclusive Online World\nJune 20\, 2023- 2:00pm – 3:00pm Eastern \nDiversity and inclusion are top-of-mind with accounting firm leadership\, but the firm’s website is often an overlooked part of that initiative. Today\, most websites are not accessible to all site visitors. People with vision\, hearing\, dexterity or cognitive disabilities may not be able to fully access or navigate your site. Clients\, prospects\, employees\, and potential recruits should all be able to explore your website easily and enjoyably. During this session\, we will explain how to make immediate updates as well as programmatic changes to improve your site to make it more inclusive for all visitors. \nOutline \n\nWhat is ADA compliance?\nWhat is web accessibility and why is it important?\nWhat are the visual considerations (color blindness\, color contrast\, motion control\, etc.)?\nWhat are the content concerns (alt image tags\, link naming\, closed captioning\, etc.)?\nWhat is needed programmatically (for screen readers\, tap navigation\, etc.)?\nHow can you incorporate accessibility considerations into your marketing beyond the website?\nTools to use and steps to take\nQ&A\n\nSpeakers \nVanessa Schaefer (she/her/hers) \n \nVanessa is a seasoned creative designer and marketing expert\, with over 35 years of advertising agency and in-house marketing experience. Now\, Vanessa works with accounting firms and other professional service firms to help bring their brands to life. \nVanessa founded Clockwork Design Group\, Inc in 1994\, and is the creative lead on all projects. Vanessa’s in-depth understanding of service firm marketing has been gleaned from her years of hands-on working experience and close personal relationships with hundreds of clients. \nA results-driven marketer\, Vanessa works directly with clients as a team player\, thinking strategically and acting tactically. Vanessa especially enjoys creating powerful brands\, modern websites\, and cohesive marketing collateral. Vanessa and her team at Clockwork have been awarded many honors including the prestigious SMPS 2022 National Award for Acentech’s Website. \nDanielle Diforio (she/her/hers) \n \nAs Clockwork’s Account & Project Director\, Danielle advises\, collaborates\, and smoothly guides clients through every step to keep projects on time and on budget. For over a decade\, Danielle has educated clients on website best practices\, to ensure that their site is easy to use\, navigate\, and maintain. She is an advocate for inclusivity and promotes the adoption of accessibility guidelines to create websites and marketing materials that are accessible to all.
URL:https://accountingmarketing.org/event/dei-webinar-web-accessibility-the-key-to-a-more-inclusive-online-world/
CATEGORIES: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:20230616T130000
DTEND;TZID=America/Kentucky/Louisville:20230616T134500
DTSTAMP:20230606T155656Z
CREATED:20230517T142305Z
LAST-MODIFIED:20230606T155656Z
UID:6248-1686920400-1686923100@accountingmarketing.org
SUMMARY:Lunch\, Learn\, & Launch your Weekend with AAM's Marketer of the Year
DESCRIPTION:AAM’s Marketer of the Year (MOY) award honors a marketer who has demonstrated exemplary performance in the accounting marketing profession. Join us on June 16 at 1:00 ET as Allison Schlegelmilch\, AAM’s 2022 MOY\, leads an interactive discussion with AAM’s 2023 MOY Lucas LaChance. Here\, you’ll learn more about Lucas’ leadership at LGT\, his vast experience in public accounting and best practices for growth departments to strive for. The first 25 who register will receive $25 DoorDash gift cards. And\, at the end of this event\, 3 lucky winners will be drawn for $50 Amazon gift cards! \n2023 Marketer of the Year – Lucas LaChance \n \nLucas is a Texas Society of CPAs Rising Star Award-winning relationship manager\, auditor\, board member\, author\, and speaker with two decades of leadership in assurance\, consulting\, risk management/mitigation\, and taxation services. After nearly a decade as an auditor working with clients in a number of industries; including construction\, M&D\, and not-for-profit; he now is responsible for leading firm initiatives to expand existing client relationships and establish new ones\, investigate innovative client services and solutions\, and instill a culture of client service and sales. He often presents to local\, state\, and national audiences about accounting\, marketing\, and business development topics. \n2022 Marketer of the Year – Allison Schlegelmilch \nAs Director of Marketing for RKL LLP\, Allison leads the firm’s brand visibility\, awareness and engagement strategies. Working alongside a team of talented professionals\, she oversees branding\, advertising\, public relations\, content strategy and social media\, events and new service marketing for the firm. Throughout her career\, Allison has established a reputation for achieving business-generating results through integrated digital and traditional marketing campaigns that create meaningful connections with audiences. \n 
URL:https://accountingmarketing.org/event/lunch-learn-launch-your-weekend-with-aams-marketer-of-the-year/
CATEGORIES:Virtual
ATTACH;FMTTYPE=image/png:https://accountingmarketing.org/wp-content/uploads/2023/05/MemberAppWeek_Email_650x200.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20230615T160000
DTEND;TZID=America/Kentucky/Louisville:20230615T170000
DTSTAMP:20230517T142846Z
CREATED:20230516T155037Z
LAST-MODIFIED:20230517T142846Z
UID:6239-1686844800-1686848400@accountingmarketing.org
SUMMARY:AAM HAPPY Hour with Comedian Glen Tickle
DESCRIPTION:You make us smile! AAM members are at the heart of everything we do. This year\, AAM is celebrating Member Appreciation Week June 12-16. To show appreciation for this amazing community\, we want to share the joy! Join us for a HAPPY hour with Comedian\, Glen Tickle. \nAbout Glen Tickle \nGlen Tickle is a comedian and writer from New Jersey. He has performed around the country at festivals and colleges\, and has appeared on Amazon Prime\, SiriusXM\, Cozi TV\, and The Travel Channel. He co-hosts the podcast Improvised Wikipedia where he is rewriting all of Wikipedia without doing any research.  Glen’s acts mixes observational humor\, geek talk\, and raising two daughters gives Glen a treasure trove of comedy gold!
URL:https://accountingmarketing.org/event/aam-happy-hour-with-comedian-glen-tickle/
CATEGORIES:Virtual
ATTACH;FMTTYPE=image/png:https://accountingmarketing.org/wp-content/uploads/2023/05/MemberAppWeek_Email_650x200.png
END:VEVENT
END:VCALENDAR