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DTSTART;TZID=America/Kentucky/Louisville:20230912T113000
DTEND;TZID=America/Kentucky/Louisville:20230912T123000
DTSTAMP:20230110T190149Z
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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
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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
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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
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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
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