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DTSTART;TZID=America/Kentucky/Louisville:20250904T110000
DTEND;TZID=America/Kentucky/Louisville:20250904T120000
DTSTAMP:20250808T153903Z
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UID:9603-1756983600-1756987200@accountingmarketing.org
SUMMARY:AAM Panel Discussion: Growth with Intent: Shaping Your Firm’s Growth Culture Point of View
DESCRIPTION:Firms aren’t talking about if they intend to grow. It’s how they are going to grow.  One look at the headlines will tell you that no two firms are alike: from hiring growth officers\, to pursuing outside investment\, to changing go-to-market models. \nThe biggest question is this: does your firm have a distinct “growth culture point of view” that is your north star? For many firms\, this is an entirely new concept. For others\, they may have pieces of their point of view\, but not a cohesive approach. \nIf you’re in growth\, marketing\, or business development\, this is an initiative you’ll need to play a role in or lead your firm through. \nJoin this panel of growth leaders who are on this journey. They’ll share their insights on creating a growth culture point of view\, its impact on firm growth\, and how you can play a leadership role. \nThe conversation will include: \n\nDefining growth culture point of view and how it impacts a firm’s success\, especially right now\nKey elements necessary to create your point of view\nThe collaboration of marketing\, growth\, and business development functions in this work\nPractical steps for firms just beginning their journey\, plus strategies for experienced firms to continue evolving\n\nPanelists \nNikki Burgeson | Director of Sales & Business Development\, Rehmann \nNikki is a dynamic and results-driven leader with a passion for solving complex challenges and delivering measurable outcomes. Known for her tenacity\, accountability\, and energetic approach\, Nikki plays a pivotal role in driving Rehmann’s business development and growth strategies. In close partnership with the Chief Growth Officer\, she fosters a culture of innovation and success across the firm. \nOver the past decade at Rehmann\, Nikki has been instrumental in expanding the firm’s client base and strengthening relationships with existing clients—contributing to significant year-over-year growth. \nWith more than 20 years of experience in sales and business development\, Nikki brings strategic insight and practical solutions to meet the evolving needs of clients. Her leadership is a cornerstone of Rehmann’s commitment to client success and long-term value creation. \n  \nRob Lightman | Director of Business Development\, Withum \nRobert Lightman is a Principal and the Director of the Business Development team for Withum. For over three decades Rob has leveraged his network to work exclusively as a business development executive in accounting firms. Prior to joining Withum\, Rob worked in the Philadelphia office of PwC as a Business Development Executive in the Private Company Services practice. Prior to that\, he worked at Andersen\, LLP as a Technology Sales Consultant with AATTE (Arthur Andersen Tax Technology Enterprise). In addition to his sales consulting role\, Rob held other positions with Andersen such as a Technology Consultant with AATTE\, and as a Tax Accountant. \nRob\, as the leader of the Business Development (BD) Team\, plays a pivotal role. He collaborates with each team member to craft strategic approaches for acquiring new client relationships. Additionally\, Rob spearheads the outside sales efforts\, overseeing the sales process and establishing connections with both prospects and existing clients. His close collaboration with the firm’s partners and marketing professionals ensures the successful deployment of tactical programs. These programs empower the BD Team to engage targets effectively\, secure appointments\, and maintain ongoing communication. \nRob is a graduate of Fairleigh Dickinson University\, Madison\, NJ\, earning a bachelor’s degree in accounting. He was the Past Board President of the Philadelphia chapter of Financial Executives International (FEI). In addition to his board seats\, he is active at the Union League in Philadelphia\, the New Jersey and Philadelphia chapters of the Association for Corporate Growth (ACG)\, the Philadelphia Chamber of Commerce\, the Chamber of Commerce   Southern NJ\, and Greater Philadelphia Alliance for Capital & Technologies (PACT)\, and in his free time he loves playing golf and spending time with his wife and 5 daughters. \nAt his core\, he is a connector\, a resource and a trusted networker who freely uses his network to serve others and helping them succeed. People in his network ask him for help with accounting and consulting\, job opportunities and many other inquiries. \nAngel Morgan | Chief 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. \n  \nModerator \nAmy Franko\, Sales & Growth Strategist\, Amy Franko Associates \nAmy Franko is a leading voice for growth in professional services. She works with mid-market professional services firms to significantly improve growth through her sales strategy and BD skill development programs. \nHer book\, The Modern Seller\, is an Amazon best seller. She is also recognized by LinkedIn as a Top Sales Voice. \nAmy has been an active member of AAM since 2019\, sponsoring the major firms programs\, speaking at Summit\, and participating in the Business Development Advisory Group and Environmental Scanning Council. \n  \n\nAudience \nThis session is designed for firms of all sizes but will be especially relevant to small and mid-sized organizations. This is ideal for growth functions: \n\nGrowth leaders/officers\nMarketing leaders/officers\nBD practitioners\nMarketing practitioners
URL:https://accountingmarketing.org/event/aam-panel-discussion-growth-with-intent-shaping-your-firms-growth-culture-point-of-view/
CATEGORIES:Virtual
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250909T113000
DTEND;TZID=America/Kentucky/Louisville:20250909T123000
DTSTAMP:20250113T192903Z
CREATED:20250113T192837Z
LAST-MODIFIED:20250113T192903Z
UID:8920-1757417400-1757421000@accountingmarketing.org
SUMMARY:New Member Welcome Call
DESCRIPTION:So you’ve joined the Association for Accounting Marketing… Now what? \nJoin us for an open discussion about what it means to be an AAM member at our New Member Welcome! \nThis call will provide an opportunity for you to: \n– Connect with other new members\n– Review member benefits\n– Learn about AAM Connect\, the online members only platform which offers a wealth of tools and information\n– Ask questions and have an open discussion \nWe look forward to connecting with you!
URL:https://accountingmarketing.org/event/new-member-welcome-sept-2025/
CATEGORIES:New Member Welcome Call
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250910T140000
DTEND;TZID=America/Kentucky/Louisville:20250910T150000
DTSTAMP:20250718T130645Z
CREATED:20250626T124845Z
LAST-MODIFIED:20250718T130645Z
UID:9510-1757512800-1757516400@accountingmarketing.org
SUMMARY:DEI Webinar: Inclusive Events\, Stronger Brands: Safeguarding Your Brand and Your Guests
DESCRIPTION:Every event you host is a reflection of your brand\, and every detail matters. In this engaging session packed with real-world stories\, Tracy Stuckrath will guide you through the critical considerations for making your firm’s events safer\, more inclusive\, and more aligned with your brand promise. \nFrom ADA compliance and allergy accommodations to event crisis prevention\, learn what your team needs to know (and do) to protect attendees\, avoid legal pitfalls\, and deliver on your firm’s commitment to diversity and belonging. You’ll leave with tangible takeaways to elevate both the attendee experience and your marketing impact. \nSpeaker\nTracy Stuckrath | Founder and Chief Connecting Officer\, thrive! meetings & events \nFounder and Chief Connecting Officer of thrive! meetings & events\, Tracy Stuckrath is an expert in inclusive food practices that align with DEI and ADA standards. She’s a sought-after speaker who educates organizations and professionals on how food and beverage choices can positively impact employee well-being\, reduce legal risks\, and enhance workplace culture. \nAs an award-winning event planner\, podcast host (Eating at a Meeting)\, international speaker\, author\, consultant\, and industry activist\, she’s passionate about inclusive F&B that satisfies everyone’s dietary needs and leaves no one hungry at the table. \nShe’s spoken to audiences on five continents\, interviewed more than 300 food & beverage experts for her podcast\, and written for Allergic Living\, HR.com Employee Benefits & Wellness\, Article Weekly\, Inside Business Journal\, Meetings Today\, Restaurant Informer\, Plan Your Meetings\, MeetingsNet\, and Convene. \nA graduate of NC State University\, Tracy spends her spare time taking her nieces and nephew on experience trips\, driving her MINI Cooper convertible with the top down\, traveling\, and talking to strangers.
URL:https://accountingmarketing.org/event/dei-webinar-inclusive-events-stronger-brands-safeguarding-your-brand-and-your-guests/
CATEGORIES:Virtual
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250911T130000
DTEND;TZID=America/Kentucky/Louisville:20250911T150000
DTSTAMP:20250815T133437Z
CREATED:20250618T170504Z
LAST-MODIFIED:20250815T133437Z
UID:9505-1757595600-1757602800@accountingmarketing.org
SUMMARY:Learning Lab: Designing a Website that Looks Good and Generates Quality Leads
DESCRIPTION:Course Overview: \nIn this session\, learn how Kernutt Stokes took their generic\, clunky\, and inconsistent website and transformed it into a more modern\, visually appealing site that drives qualified people to the site and gets them to contact the firm via contact forms\, email\, or phone. \nYou’ll learn what went into the planning\, design\, and development of the new site and what led to an increase of more than 50% visitors to the new site and an increase of more than 350% of contact conversions in the first 12 months. In addition\, you’ll walk away with tips for how to use a redesigned website to restructure your Google Ad and LinkedIn ad campaigns to drive better qualified traffic to your site. \nThe new Kernutt Stokes website not only brought in the highest percentage of new\, organic growth leads in its first 12 months\, it was also recognized with AAM’s Achievement in Marketing Award for Website (budget <$49\,999). \nWhat you will gain:\n\nIdentifying the “why” behind your website.\nKey factors to consider for planning\, designing\, and launching a website that looks good AND draws in the right visitors.\nLearn how to drive the right traffic to your website for quality leads and conversions using Google and LinkedIn.\n\nInstructor\n \nAmy Delaney | Director of Marketing & Business Development\, Kernutt Stokes \nI oversee and manage all of Kernutt Stokes’ marketing and business development strategies and plans\, as well as our annual KS Marketing Academy. I love what I do and find true enjoyment in helping my coworkers succeed so they can in turn help their clients be successful. I bring passion\, enthusiasm\, and a competitive spirit with me\, especially when it comes to brand strategy\, creating opportunities for the firm and its staff\, and all things marketing. \nPrior to being hired in 2020\, my firm did not have a dedicated marketing position. Since I began\, growth and revenue have significantly increased. During our 2023-2024 fiscal year\, 21% of new\, organic growth came from marketing led/supported initiatives; 33% in 2022-2023. I directed the development\, strategy\, and launch of our redesigned website in 2023. In 2024\, we received AAM’s Achievement in Marketing Award for Website (budget <$49\,999). \nI have over 20 years of experience in the professional services sector\, including more than 14 years for a commercial bank where I was the vice president and marketing director. I was previously licensed as a Certified Financial Marketing Professional (CFMP).
URL:https://accountingmarketing.org/event/learning-lab-designing-a-website-that-looks-good-and-generates-quality-leads/
CATEGORIES:Training,Virtual
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250917T140000
DTEND;TZID=America/Kentucky/Louisville:20250917T144500
DTSTAMP:20250827T134512Z
CREATED:20250110T163012Z
LAST-MODIFIED:20250827T134512Z
UID:8901-1758117600-1758120300@accountingmarketing.org
SUMMARY:Virtual Campfire: Strategic Expansion
DESCRIPTION:Ready to take your firm to the next level? Join our roundtable to explore the exciting opportunities of strategic expansion. We’ll dive into best practices for adding new service offerings and expanding into new geographies. Learn how to identify growth opportunities\, manage risks\, and implement successful expansion strategies. This interactive session is perfect for marketing leaders eager to drive their firm’s growth and share insights with peers. Don’t miss out on this chance to expand your horizons. \nSMEs \nSuzanne Reed | CMO | LBMC \nCurrently\, Suzanne Reed is CMO for LBMC\, the #1 professional services firm in TN.  A recognized marketing strategist and Chief Marketing Officer of the year finalist\, Suzanne has more than 30 years of experience in the professional and financial services industry. \nSuzanne’s an accomplished B2B/B2C Marketing Executive with experience at Fortune 500 companies and a proven record of success in identifying and developing business strategy opportunities\, driving growth and overall client engagement for multi-state\, multi-service operations. \nShe provides visionary marketing leadership that motivates teams to high-levels of performance that exceed financial targets. As a business leader with a proven track record of enhancing brand equity and revenue\, Suzanne champions growth by using an integrated approach to marketing and sales that produces profitable results while advocating for the client.   She has led digital transformations for national financial and professional organizations and is skilled at managing change throughout the full life cycle. She thrives in dynamic environments requiring a strong analytic\, quantitative\, and strategic operational focus. And is an adopter of using AI to make marketers stronger\, better and faster but never to replace a client centric strategy. \nShe has been an adjunct professor of Marketing at Vanderbilt University and Belmont University as well as serves as an advisory board member on the University of South Florida Digital Marketing Executive Certification Program. \nTara Davis | National Marketing Director | Sorren \nTara Davis is the National Marketing Director at Sorren. With more than 16 years of marketing experience\, including 11 years in the accounting industry\, Tara leads firmwide marketing strategy\, focusing on brand growth\, innovation\, and alignment with Sorren’s strategic goals. She drives both national and regional campaigns from concept to execution\, ensuring consistency across all digital platforms and marketing communications. Tara is passionate about storytelling\, strategic planning\, and fostering a collaborative\, high-performing team. She’s especially focused on developing talent\, building culture\, and enhancing the firm’s presence in key markets. As Sorren continues to grow\, Tara plays a critical role in elevating the brand and positioning the firm as a leader in the industry. \nBased in Idaho\, Tara is an explorer at heart. She enjoys discovering new places to camp with her family. She once backpacked through Europe\, where Switzerland remains a favorite destination. Tara and her husband\, Will\, have known each other since ninth grade and now share life with their two young daughters. \n\nAlyson Fieldman\, Stambaugh Ness\nKelsey Brewer\, McGuire Sponsel
URL:https://accountingmarketing.org/event/virtual-campfire-strategic-expansion/
CATEGORIES:Virtual Campfire
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250918T130000
DTEND;TZID=America/Kentucky/Louisville:20250918T140000
DTSTAMP:20250902T183146Z
CREATED:20250826T144641Z
LAST-MODIFIED:20250902T183146Z
UID:9627-1758200400-1758204000@accountingmarketing.org
SUMMARY:AAM High! Webinar: Rebrand Secrets: Lessons for Marketing Leaders from Award-Winning Rebrands
DESCRIPTION:Go beyond the glossy logos and brand guidelines. In this candid interview-style webinar\, marketing leaders Becca John’s (formerly of Rea) and Jeshanah Fox of Brown Plus pull back the curtain on their award-winning rebrands. Learn how they made the case for change\, navigated internal politics\, and turned bold branding decisions into firm-wide success stories. \nPresented and facilitated by the storied brand consultancy\, Resound\, this 60-minute webinar will help firms of all sizes as they navigate the decisions and processes needed to transform their brands for the modern era. \nWhether you’re considering a full rebrand or just looking to tweak your firm’s positioning\, messaging\, or look\, learn from the best. Come join the conversation! \nSpeakers\nMike Jones | Resound Creative \nMike is an award-winning brand consultancy owner\, author\, speaker\, and strategist\, helping accounting firms make their brands remarkable with authentic identity and storytelling. When he’s not doing all that jazz he’s building LEGO with his kids\, reading a history book\, or drinking a good cup of coffee…sometimes all three at the same time. \n  \nJeshanah Fox | Brown Plus \n\nJeshanah is the Marketing Director at Brown Plus. In her role\, she focuses on aligning the strategic vision of the Firm with marketing initiatives and being the custodian of the brand. She also oversees the Marketing Department at Brown Plus. Beyond her marketing responsibilities\, she is also a key part of the leadership team at the Firm\, assisting with the Firm’s strategic plan and culture initiatives\, as well as being a champion of increasing the Firm’s initiatives to drive change in the Firm.\n\n\n\n\nBecca Johns | Becca Johns Consulting (Formerly of Rea & Associates) \nBecca Johns is the owner of Becca Johns Consulting\, where she helps accounting & advisory firms navigate growth and marketing strategy with clarity and confidence. She formerly led the marketing & growth function at a top 100 advisory & accounting firm\, where she led firmwide marketing strategy initiatives. She most recently spearheaded a full rebrand and website launch\, guiding the process from internal buy-in through execution. She has been an AAM member and volunteer for 20 years\, including serving as President of the Board from 2020-2021 and is a member of AAM’s Hall of Fame.
URL:https://accountingmarketing.org/event/aam-high-webinar-rebrand-secrets-lessons-for-marketing-leaders-from-award-winning-rebrands/
CATEGORIES:AAM High Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250924T130000
DTEND;TZID=America/Kentucky/Louisville:20250924T150000
DTSTAMP:20250808T155422Z
CREATED:20250808T155422Z
LAST-MODIFIED:20250808T155422Z
UID:9605-1758718800-1758726000@accountingmarketing.org
SUMMARY:AAM Learning Lab: Advanced Canva Hacks I Wish I Knew Sooner
DESCRIPTION:Course Overview \nThis advanced Canva course is designed to help participants enhance their design skills and utilize Canva’s advanced features to create professional and eye-catching designs. The course includes hands-on activities and practical applications to ensure participants can apply what they’ve learned immediately. \nThis course is important for marketers because it equips them with the skills to create professional\, consistent\, and visually appealing content that builds trust and credibility. By mastering advanced Canva tools\, they can streamline design processes\, customize branded visuals\, and produce engaging content for websites\, reports\, social media\, and client communications. With the increasing importance of digital marketing\, especially in professional services like accounting\, this course helps marketers stand out in a competitive market while maintaining brand integrity across all platforms. \nWhat you will gain: \n\nUnique Designs: Create professional\, customized visuals that reflect your brand and stand out from templates.\nFaster Workflow: Learn time-saving tips to speed up your design process.\nBetter Content: Design mobile-optimized and engaging social media content with advanced tools.\n\nAudience \n\nAAM members and non-members\nExperience level: intermediate for firms of all sizes\nHands-on practical application\n\nParticipants must have a paid Canva account and know their account login to participate in this fast-paced\, interactive session. Prior knowledge of the software is a must. The basics will not be covered. Effective\, high-speed Internet is also required. \nSpeaker \nBecky Livingston | Owner/CEO\, Penheel Marketing \nWith 20+ years of accounting marketing experience\, Becky Livingston is a seasoned practitioner that embraces learning and knowledge sharing. As a veteran college professor\, her courses focus on interactivity\, idea sharing\, and learning in a fun environment. Additionally\, over the past 13 years\, she has written four accounting marketing-related books and presented at dozens conferences and webinars. She also writes a monthly marketing blog for CPA Practice Advisor\, plus a quarterly article for NJ CPA Magazine. In 2024\, she was recognized as a Top 25 Accounting Influencer by Ace Cloud Hosting. Becky is also a 13+ year active AAM member. You can follow Beck’s marketing agency\, Penheel Marketing\, on Facebook\, LinkedIn\, YouTube\, Instagram\, and Pinterest.
URL:https://accountingmarketing.org/event/aam-learning-lab-advanced-canva-hacks-i-wish-i-knew-sooner/
CATEGORIES:Training,Virtual
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