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DTSTART;TZID=America/Kentucky/Louisville:20230307T130000
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SUMMARY:Business Development Roundtable: Business Development Compensation
DESCRIPTION:It’s time to address the elephant in the room – Business Development (BD) compensation!  We are all curious to find out how and how much BD professionals are compensated. AAM’s BD Committee took an unofficial poll to uncover what BD comp plans look like in the Top 50 to Top 300 firms. What we learned is that the only commonality between the compensation plans we saw were that they are all different! \nJoin us for a friendly roundtable discussion (yes\, we want you to participate) where we’ll show you actual BD comp plans and you’ll have the opportunity to ask your burning questions. All business development and marketing crossover professionals are welcome and encouraged to attend! \nHosts \nJohn Meislahn – Director of Business Development\, Pisenti & Brinker \n \nJohn Meislahn has over 25 years of experience in banking and joined Pisenti & Brinker LLP as the Director of Business Development in 2017. He was formerly with Exchange Bank for 20 years as Vice President and Manager of Business Development. John’s role includes bringing new business into the firm\, marketing\, and community involvement. \nA graduate from UCLA with a BA in Sociology and Minor in Business\, John also holds a Masters Certificate from Pacific Coast Banking School at the University of Washington. \n  \n  \nChris Perrino – Principal\, Business Development\, Barnes Dennig \nChris has been with Barnes Dennig for over 20 years and plays an active role in helping the firm grow and prosper. He works closely with firm leadership to meet the evolving needs of new and existing clients. The overarching goal of Chris’ role at the firm is to build relationships with prospective clients and introduce them to the firm’s specialists who can help to minimize taxes and solve significant business challenges. He also coaches firm leaders to build industry service areas as well as market practice areas. \n  \n  \nRalph MacNamara – Principal\, Business Development\, Kaufman Rossin \n \nRalph MacNamara leads Kaufman Rossin’s business development department and is responsible for driving the firm’s growth strategies for all service lines and industry teams. He was named Business Development Principal in 2017 and oversees new client targeting and cross-sell initiatives\, sales operations\, proposal team\, sales training\, firmwide sponsorships and firm hosted events. \nRalph joined the firm in a sales role in 2008 and quickly became adept at selling virtually all service lines to clients in a wide variety of industries. Moreover\, he has helped launch over a dozen new advisory services\, delivered rainmaker training to professionals at all levels and provides one-on-one sales coaching to senior professionals and principals\, alike. \nA lifelong resident of South Florida\, Ralph has served on a variety of local\, state and national boards and received several leadership awards recognizing his volunteer efforts.
URL:https://accountingmarketing.org/event/business-development-roundtable-business-development-compensation/
CATEGORIES:Business Development Roundtable
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DTSTART;TZID=America/Kentucky/Louisville:20230314T113000
DTEND;TZID=America/Kentucky/Louisville:20230314T123000
DTSTAMP:20230110T181151Z
CREATED:20230110T181151Z
LAST-MODIFIED:20230110T181151Z
UID:5677-1678793400-1678797000@accountingmarketing.org
SUMMARY:New Member Welcome Call
DESCRIPTION:So you’ve joined the Association for Accounting Marketing… Now what? \nJoin us for an open discussion about what it means to be an AAM member at our New Member Welcome! \nThis call will provide an opportunity for you to: \n– Connect with other new members\n– Review member benefits\n– Learn about AAM Connect\, the online members only platform which offers a wealth of tools and information\n– Ask questions and have an open discussion \nHosted by the Member Growth Committee. \nWe look forward to connecting with you!
URL:https://accountingmarketing.org/event/new-member-welcome-call-5/
CATEGORIES:New Member Welcome Call
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DTSTART;TZID=America/Kentucky/Louisville:20230315T140000
DTEND;TZID=America/Kentucky/Louisville:20230315T150000
DTSTAMP:20230123T215521Z
CREATED:20230104T183659Z
LAST-MODIFIED:20230123T215521Z
UID:5642-1678888800-1678892400@accountingmarketing.org
SUMMARY:Virtual Campfire: Recruiting Marketing- How are you fighting (and hopefully winning) the talent war?
DESCRIPTION:Potential employees might be the most important audience we can target. What does “recruiting marketing” mean in your firm? What best practices are you transferring from client acquisition strategies to recruitment marketing? How are your roles changing\, given an increased focus on talent acquisition? Please come prepared to share how your firm is fighting (and winning!) the talent war. \nSME \nAlison Simons \nAlison (she/her) for seven great years\, was the head of marketing for a regional CPA firm in Greater Boston where she would joke “if it’s not a tax return or an audit\, it crosses my desk.”  She was responsible for branding and online marketing\, recruiting and firm culture\, business development and proposals\, and more.  Even though she had a job\, she was getting requests from other CPA firms to help with their marketing; which is\, supposedly\, how you know you’re onto something good.  In 2013 she became an entrepreneur.  In order to serve more clients\, she attracted a team of really amazing people who focus on specialty areas within marketing because (get ready for one of her catch phrases) “Marketing is one word that means a lot of things” and it’s all too much for any one person to be good at.  So\, now she focused on working directly with clients on strategies to help them reach their goals while overseeing more of the activities. Alison is a member of MassCPAs\, ProVisors\, and AAM. She has presented multiple times at the MassCPAs annual conference\, and has been featured on the Marketing Mistakes (and how to avoid them)\, and Stop the Noise podcasts. \nFacilitators \nRaissa Evans \nRaissa joined Weaver as head of digital and lead gen in 2020\, a full-service national CPA and advisory firm. She began her early career in the technology industry\, then spent 12 years as head of marketing at PKF Texas\, a firm recognized as a market-leader by its peers due to many industry firsts\, winning more than 120 awards along the way. She founded her consultancy Running Reload LLC in 2015 where she works with clients on social optimization and Guided Marketing. \nAs a pioneer of digital strategy for professional services for more than 20 years\, Raissa’s led digital transformations in marketing technology\, web and content strategy and lead generation customer journeys. She speaks regularly on growth strategy\, marketing operations\, digital performance and the like. \nShe hosts AAM’s monthly Virtual Campfire video conference and was AAM Marketer of the Year 2011\, was named “One to Watch” by Accounting Today’s Top 100 Most Influential in Accounting\, is Past President of Houston’s Interactive Marketing Association\, and founder of non-profit Celtic Valor\, which awards scholarships to veterans. \nAmanda Sturdevant \nAmanda is a marketing strategist and project manager with more than fifteen years of experience in accounting marketing. In late 2022\, she joined the Enterprise Marketing team at Baker Tilly\, an IPA Top 10 firm\, through a merger and is still feeling her way around. Prior to the merger\, she spent seven years as Marketing Director at True Partners Consulting (TPC)\, a national tax-only accounting firm with nine offices across the U.S. At TPC\, Amanda provided strategic marketing counsel to the firm’s management team\, managed all forms of marketing communications\, planned conferences and events\, and trained firm professionals on marketing and business development topics. Prior to her role at TPC\, Amanda was the Marketing Director at MorrisAnderson\, a restructuring and turnaround consulting firm. She strongly believes that the most important thing an accounting marketer can do is build trust with the partners and professional staff by learning and understanding their business. \nAmanda earned her MBA in Marketing Strategy & Planning and Brand Management from DePaul University’s Kellstadt Graduate School of Business in Chicago. She is also a proud alumna of the University of Wisconsin – Go Badgers! She works remotely from her home in Connecticut which she shares with her husband and two sons. \nAmanda is the co-host of AAM’s Virtual Campfire video conference series and looks forward to facilitating conversations on topics that help AAM members contribute to the growth of their firms. She also serves at co-chair of AAM’s Virtual Education Committee.  Connect with Amanda on LinkedIn. 
URL:https://accountingmarketing.org/event/virtual-campfire-recruiting-marketing-how-are-you-fighting-and-hopefully-winning-the-talent-war/
CATEGORIES:Virtual Campfire
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DTSTART;TZID=America/Kentucky/Louisville:20230329T130000
DTEND;TZID=America/Kentucky/Louisville:20230329T140000
DTSTAMP:20230224T151655Z
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SUMMARY:AAM High! Webinar: When a Trend Becomes an Opportunity and How to Market It
DESCRIPTION:It’s not unusual for a partner to return from a conference with an idea for a new service\, or a regulation changes that creates an opportunity almost overnight. How should an accounting marketer respond? What role should we take in advising firm leadership on which trends to jump on? How can we quickly build marketing infrastructure for a new service line and what should that infrastructure include? Don’t miss this extremely timely webinar where we’ll hear from three accounting marketers who will walk you through the holistic process ­– from idea to fully operating service line. \nIn this webinar you will learn how to: \n\nAnalyze the market to determine whether a new service line makes sense\nBuild the infrastructure and take the new service to market.\nBring the practice to life and nurture its growth\n\nSpeakers \nJennifer Harrity-Cantero \nJennifer Harrity-Cantero\, SEA brings more than 20 years of business and marketing experience to her role as the founder and leader of the Sensiba Center for Sustainability at Sensiba San Filippo\, SF Bay Area based Top 100 accounting firm. For 10 years Jennifer led the marketing efforts at Sensiba while for five of those last few years simultaneously launching her firm’s sustainability and ESG practice. In 2022\, she successfully transitioned from her marketing role into full-time leading her new client facing practice helping companies move to a purpose-driven\, sustainable business model that includes social and environmental performance\, accountability\, and transparency. \nIn addition to her sustainability practice\, Jennifer hosts the Rebooting Capitalism podcast and serves on the AAM board. She was also honored in 2021 by the San Francisco Business Times as one of the 100 Most Influential Women in Businesses and again in 2022 as a Forever Influential Woman. \nMaddie Murphy \nMaddie Murphy is a manager with Baker Tilly’s Strategy\, Communications and Marketing division and has been with the firm since 2017. She has supported a variety of practice areas\, including tax\, energy\, technology\, transactions and tribes. Recently\, Maddie was selected to help build a new Enterprise Marketing team focused on firmwide\, strategic and innovative initiatives. In the last year\, Maddie has led the go-to-market strategy and launch of the firm’s Environmental\, Social and Governance (ESG) practice. In addition\, Maddie leads local marketing efforts for the firm’s Chicago headquarters. \nMaddie is a change agent and integrative thinker\, motivated by new challenges and innovative ideas. In 2020\, her vision and leadership for a microdocumentary and marketing campaign won Baker Tilly the AAM’s 2020 Marketing Achievement Award in the video and multimedia category. Maddie holds degrees in marketing and management from the University of Wisconsin – Madison. She is also an advocate for sustainable business and is actively pursuing a certificate in Corporate Social Responsibility through University of Colorado Boulder – Leeds School of Business. \nRobin Sojcher \nRobin has over 25 years as a multichannel marketer with extensive experience in Financial Services\, Accounting and Consulting\, and Technology. In her current role as Industry Marketing Leader at BPM LLP\, an accounting and advisory firm that serves emerging and mid-cap organizations\, Robin oversees all marketing\, brand and content initiatives supporting business development and client engagement across the firm’s industry focus areas of Agribusiness\, Blockchain & Digital Assets\, Consumer Business\, Financial Services\, Life Science\, Nonprofit\, Professional Services\, Real Estate\, Technology\, and Wine and Craft Beverage. \nPrior to BPM\, Robin spent thirteen years as a Director of Global Marketing for EY’s financial services management consulting services—the firm’s largest and most profitable business area\, accounting for one-third of EY’s revenue. She’s also held leadership positions at S&P Global\, Bank of America\, PwC\, and LexisNexis. \nModerator: Chris Camara \nChristina Camara is a longtime AAM member and managing editor of INSIDE Public Accounting Monthly. IPA also ranks the top 500 firms in the country and produces the most comprehensive benchmarking report in the profession. \n 
URL:https://accountingmarketing.org/event/aam-high-webinar-when-a-trend-becomes-a-service-and-how-to-market-it/
CATEGORIES:AAM High Webinar
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