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UID:8098-1722949200-1722952800@accountingmarketing.org
SUMMARY:AAM High! Webinar: Private Equity\, M&A\, and Future Growth Opportunities within the Accounting Industry
DESCRIPTION:This session will explore the current transformation underway in the accounting sector\, including the impact of private equity (PE)\, mergers & acquisitions (M&A)\, and alternative practice structures. Participants will gain an increased understanding of these industry dynamics that are likely to reshape and redefine the CPA firm of the future\, with a particular focus placed on likely changes to the marketing and growth professionals’ role. \nWhether you are aiming to understand the current changes in the accounting industry\, explore growth opportunities for your firm\, or simply stay informed about the future of the accounting profession\, this webinar is designed to provide you with the knowledge and tools you need to thrive in a competitive market.\n\nThroughout this webinar\, you will:\n\n\nDiscover Emerging Trends: Learn about the latest trends in private equity and M&A activities within the accounting industry. Understand how these trends are influencing market dynamics and what they mean for your firm.\nGain Strategic Insights: Delve into the common strategies to leverage PE investments and M&A for growth and competitive advantage. Hear about real-world examples that highlight successful and not-so-successful approaches.\nUnderstand Implications: Explore the broader implications of PE and M&A on the accounting industry\, including changes in business models\, client expectations\, and service offerings. Get a clear picture of how these changes are shaping the future landscape and your position as a marketer.\nBest Practices and Tactics: Equip yourself with actionable tactics and best practices to navigate the complexities of a dynamic competitive landscape. Learn how to position your firm for success\, mitigate risks\, and capitalize on new opportunities.\n\n\nAlex Drost\, Managing Principal of ConnectionBuilders and 2024 AAM Summit Speaker\, will be interviewed by Chris Camara of INSIDE Public Accounting in this webinar that is sure to leave you with a list of takeaways for yourself and your firm.\nSpeaker\nAlex Drost  | Managing Principal at ConnectionBuilders \nAlex Drost is a growth-minded consultant with a proven track record of success in driving innovation\, leading strategic initiatives\, and championing tactical execution. He has nearly two decades of entrepreneurial experience and continually demonstrates his ability to navigate dynamic business environments. He is adept at managing complex projects\, simplifying core objectives\, and motivating teams to achieve their best work. \nAs the Managing Principal of Connection Builders\, Alex consults with middle-market advisory services firms on setting and attaining strategic initiatives to unlock growth potential and maximize value creation opportunities. His work includes strategic planning\, retreat facilitation\, and growth enablement services. As a recognized middle-market expert\, Alex has served as a Board Member and Strategic Advisor for the Association for Corporate Growth (ACG) and an Executive Committee Member for the Great Lakes Capital Connection (GLCC). He is also an Association for Accounting Marketing (AAM) Business Development Advisory Board member.
URL:https://accountingmarketing.org/event/aam-high-webinar-private-equity-ma-and-future-growth-opportunities-within-the-accounting-industry/
CATEGORIES:AAM High Webinar
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DTSTART;TZID=America/Kentucky/Louisville:20240814T140000
DTEND;TZID=America/Kentucky/Louisville:20240814T150000
DTSTAMP:20240729T173521Z
CREATED:20240729T173521Z
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UID:8134-1723644000-1723647600@accountingmarketing.org
SUMMARY:Business Development Roundtable: Originator vs. Enabler
DESCRIPTION:This session will delve deeply into the distinct yet complementary roles of originators and enablers in business development\, exploring how each contributes to the success and growth of a firm. \n\nUnderstand the Key Differences: Learn about the core responsibilities and characteristics that differentiate originators\, who initiate and drive new business opportunities\, from enablers\, who provide the necessary support and infrastructure to sustain those BD efforts.\nExplore Strategic Approaches: Gain insights into the various strategies employed by both roles to achieve effective business development\, including lead generation\, client relationship management\, and new business conversion.\nInteractive Roundtable: Engage with industry experts and peers in an interactive roundtable session\, where you can ask questions\, share experiences\, and gain practical advice tailored to your specific challenges and goals.\n\nPanelists\nNeil Barrow\, RevOps Advisors\nNeil Barrow is the founder of RevOps Advisors and EnabledBD\, building better business development functions for professional\, financial\, and consulting service firms. He’s a software sales guy that was (fortunately) talked into working in public accounting\, leading origination efforts at 2 different firms for over 8 years. \nSince then\, he’s worked with over a dozen firms to build or enhance their business development (spoiler: BD is not a soft skill). More importantly\, he is a Certified Cicerone (beer sommelier) and loves connecting with friends and strangers to chat about business development and/or best beers to try. Most importantly\, he lives in Fort Worth with his wife of 10 years and little one who is entering kindergarten. \nDanielle Reynolds\, Whitley Penn\nDanielle Reynolds has been with Whitley Penn for eight years and serves as the Business Development Manager\, focusing on bringing in new opportunities for the firm and building meaningful connections. Her commitment is in blending strategic insight with genuine relationship-building\, transforming potential leads into lasting partnerships. Her approach goes beyond transactions\, and is about creating a synergy that fosters growth\, innovation\, and mutual success. Danielle’s passion for networking and ability to expand business reach serves as a testament to her commitment to driving long-term value. \nDanielle is passionate about personal and professional development. She supports the firm’s young leaders through internal development trainings and presentations and hosts the podcast series\, Develop\, conducting leadership and professional development interviews as well as highlighting different service lines and offerings throughout the firm. \n Facilitator\nAlex Drost | Connection Builders
URL:https://accountingmarketing.org/event/business-development-roundtable-originator-vs-enabler/
CATEGORIES:Business Development Roundtable
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DTSTART;TZID=America/Kentucky/Louisville:20240821T140000
DTEND;TZID=America/Kentucky/Louisville:20240821T144500
DTSTAMP:20240808T193245Z
CREATED:20240429T174339Z
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UID:7831-1724248800-1724251500@accountingmarketing.org
SUMMARY:Virtual Campfire: Segmentation/Personalization
DESCRIPTION:Join a lively conversation with fellow accounting marketers as we explore the essentials of personalization and segmentation in our field. This session offers a chance to share experiences and learn how firms are creatively tailoring their marketing content and campaigns to diverse audiences. We’ll discuss real-world examples of successful personalization and segmentation across various channels\, providing insights into current trends and best practices. \nSME \nAlison Simons\, Simons Marketing \nAlison (she/her) for seven great years\, she was the head of marketing for a regional CPA firm where she would joke “if it’s not a tax return or an audit\, it crosses my desk.” In 2013 she became an entrepreneur with the founding of Simons Marketing. In order to serve more clients\, she attracted a team of really amazing people who focus on specialty areas within marketing because (get ready for one of her catch phrases) “Marketing is one word that means a lot of things” and it’s all too much for any one person to be good at.  So\, now she focused on working directly with clients on strategies to help them reach their goals while overseeing more of the activities.  Simons Marketing is an independent member of the BDO Alliance. \n  \n  \n  \nFacilitators \n\nRaissa Evans\, Weaver\nAlyson Fieldman\, RockIt Results\nKelsey Brewer\, McGuire Sponsel
URL:https://accountingmarketing.org/event/virtual-campfire-segmentation-personalization/
CATEGORIES:Virtual Campfire
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