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DTSTART;TZID=America/Kentucky/Louisville:20251001T110000
DTEND;TZID=America/Kentucky/Louisville:20251001T120000
DTSTAMP:20250923T121425Z
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UID:9667-1759316400-1759320000@accountingmarketing.org
SUMMARY:AAM High! Webinar: From Plan to Pipeline: How BD and Marketing Teams Build and Execute Growth Together
DESCRIPTION:Growth doesn’t happen by accident. It takes intention\, alignment\, and execution. In this practical\, one-hour session\, growth and marketing leaders will walk through what it really takes to build and carry out a firmwide growth strategy. Whether you’re in a dedicated BD or marketing role\, or juggling both\, you’ll gain real-world insight into how the two functions can work in sync to identify the right opportunities\, build relationships\, and drive results. You’ll walk away with clarity on who owns what\, where teams need to collaborate\, and how to turn strategy into impact.\n\nLearning Objectives: \n\nTurn firm growth goals into a clear\, actionable strategy with inputs from both marketing and business development.\nDefine shared roles and responsibilities that make collaboration smoother and execution more consistent.\nSee how joint planning\, from targeting to outreach to follow-up\, makes campaigns and other efforts more effective and easier to implement.\n\nSpeakers \nKristen Lollar | Chief Marketing Officer\, Whitley Penn \nFor more than 25 years\, Kristen Lollar has served as a communications and marketing professional in the Dallas-Fort Worth market. She is the Chief Marketing Officer for Whitley Penn\, a full-service public accounting and advisory firm. Kristen has been with the firm since 2012 and has played an integral role in overall growth and success. Kristen serves as an advisor for the firm’s NextGen Council\, a group of young leaders within the firm which strives to bring new ideas for advancement and efficiency to the firm and has been at the forefront of many firmwide achievements. In addition\, Kristen previously served on the firm’s Innovation Council and as a Growth Champion. \nKristen has developed a strong network through her involvement in the Association for Accounting Marketing (AAM). She is an active member in the organization’s Major Firms Growth group\, was an inaugural member of the AAM Diversity Equity & Inclusion Committee and obtained a certification in Business Development Fundamentals from AAM. Kristen is a member of the Advisory Board for the Boomer Consulting Marketing Circle and serves on the North America Marketing and Business Development Committee for HLB International. \nIn the community\, Kristen serves as Chair of the Executive Board of Directors for the Plano Chamber of Commerce and previously served as a mentor through the American Marketing Association’s DFW Mentor Program for young professionals. Kristen also serves on the Philanthropy Cabinet for Texas Health Resources Plano Hospital. \nKristen is a graduate of Texas Tech University where she earned a B.A. in Public Relations and a minor in Music. She is a member of the Texas Tech Alumni Association and previously served as a Dallas Chapter Board Member and former President of the Dallas Chapter. Kristen also serves on the National Advisory Board for the Texas Tech University College for Media and Communications (CoMC) and was recently recognized as an Outstanding Alumni from the CoMC. \n  \n \nDanielle Reynolds | Business Development Manager\, Whitley Penn \n\nDanielle Reynolds has been with Whitley Penn for nine years\, where she leads as the Business Development Manager. She focuses in identifying new opportunities and cultivating meaningful relationships that drive the firm’s growth. With a strategic mindset and a genuine approach to connection-building\, Danielle transforms prospects into enduring partnerships. Danielle’s strength in networking and expanding the firm’s reach reflects her dedication to driving meaningful\, long-term growth. \nDanielle is deeply committed to both personal and professional growth. She has supported the firm’s emerging leaders through internal training sessions and presentations. She also previously hosted Develop\, a podcast series where she led conversations on leadership\, career development\, and highlighted different service lines and offerings across the firm. Danielle is also highly active on LinkedIn\, where she shares insights and content related to business and professional development. She believes in the power of a strong personal brand and uses her platform to connect\, inform\, and inspire others in the business community. \nOutside of her role at Whitley Penn\, Danielle is involved in several community and professional organizations. She currently serves on the Junior Achievement of Dallas Board of Directors and has previously served on the board of Annie’s Place. She’s also engaged with Capital for Kids and is active with the Dallas Regional Chamber (DRC) through the Innovation Task Force and Education and Workforce Council. Danielle is a 2023 alum of the DRC Lead YP program\, a former member and Service Chair of the DRC Young Professionals Advisory Council. Danielle was also recognized as a People Newspapers 20 Under Forty honoree\, celebrating young professionals making an impact in both business and the community. She completed the Communities Foundation of Texas Emerging Leaders in Philanthropy program\, earned her Coaching Healthy Behaviors certificate from The Cooper Institute\, and received the Blue Zones Project Power 9 Ambassador of Excellence in Worksites award. \nDanielle received her BA in Public Relations and Health and Exercise Science and MS in Health Promotion from the University of Oklahoma.
URL:https://accountingmarketing.org/event/aam-high-webinar-from-plan-to-pipeline-building-and-executing-a-firmwide-growth-strategy/
CATEGORIES:AAM High Webinar
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DTSTART;TZID=America/Kentucky/Louisville:20251015T140000
DTEND;TZID=America/Kentucky/Louisville:20251015T144500
DTSTAMP:20250910T143259Z
CREATED:20250110T164218Z
LAST-MODIFIED:20250910T143259Z
UID:8904-1760536800-1760539500@accountingmarketing.org
SUMMARY:Virtual Campfire: CX: Client Feedback
DESCRIPTION:Ready to turn client feedback into your secret weapon? Join our lively roundtable where we’ll uncover the art of gathering\, analyzing\, and acting on client insights. Learn how to transform feedback into actionable strategies that drive client satisfaction and business growth. This session promises to be dynamic and interactive\, perfect for marketing pros eager to elevate their client relationships. Don’t miss out on this chance to spice up your approach and share your experiences with fellow CX innovators! \nSMEs \nJennifer Carro – Director of Client Experience & Insight Strategy\, CBIZ \nAs the Director of Client Experience & Insight Strategy at CBIZ\, Jennifer heads the organization’s client experience program and market intelligence efforts. She has successfully launched sustainable CX initiatives for professional services firms by capturing actionable client insights\, applying innovative service approaches and fueling client-centric transformation. For more than a decade\, Jen has worked in collaboration with\, and served as a resource to\, business leaders in the development and execution of client retention activities and growth strategies. She has a passion for developing high quality service delivery that enables revenue growth and fuels strong client relationships. \n  \n  \nEric Greg – Founder\, ClearlyRated \nEric Gregg is the founder of ClearlyRated and a nationally recognized strategist on client and employee experience in professional services. With more than 20 years of research expertise\, Eric and his team have analyzed over 7 million surveys to uncover what drives engagement and loyalty across leading accounting\, legal\, recruiting\, and insurance firms. \nThrough ClearlyRated\, Eric created the Best of Accounting® program\, which transforms client and employee feedback into verified ratings and testimonials—setting the industry benchmark for service excellence and helping top firms in North America stand out. He holds an MBA from the University of Virginia’s Darden School of Business and a B.S. in Marketing with a Statistics minor from Montana State University. \nOutside of work\, Eric is passionate about family\, the outdoors\, and adventure—spending his free time hiking\, camping\, and cycling with his two spirited children. \n  \n  \nFacilitators \n\nAlyson Fieldman\, Stambaugh Ness\nKelsey Brewer\, McGuire Sponsel
URL:https://accountingmarketing.org/event/virtual-campfire-cx-client-feedback/
CATEGORIES:Virtual Campfire
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DTSTART;TZID=America/Kentucky/Louisville:20251023T130000
DTEND;TZID=America/Kentucky/Louisville:20251023T143000
DTSTAMP:20251014T194129Z
CREATED:20250902T184224Z
LAST-MODIFIED:20251014T194129Z
UID:9664-1761224400-1761229800@accountingmarketing.org
SUMMARY:Learning Lab: Creating Better Videos: Video Production for Any Skill Level
DESCRIPTION:Course Overview \nTake your video skills to the next level. We’ll start with a quick refresher on the essentials – framing\, lighting\, and audio – before diving into practical ways to elevate your content from writing your script to using beginner-friendly editing tools like Canva and advanced editing tools like Adobe Premiere Pro. \nThrough live editing demonstrations\, you’ll see how to transform raw footage into polished stories that resonate with your audience. We’ll also share Blue & Co.’s proven best practices for editing efficiently\, maintaining brand consistency\, and optimizing video for multiple platforms. \nMost importantly\, you’ll discover how video can strengthen your marketing strategy\, resulting in boosted engagement\, improved SEO\, and a stronger connection with your audience. \nWhat you will gain:\n\nGain confidence using beginner and advanced editing tools to create polished\, professional-quality videos.\nLearn best practices for editing efficiently\, maintaining brand consistency\, and preparing content for multiple platforms.\nUnderstand how to leverage video strategically to increase engagement and improve SEO performance.\n\nSpeakers \nSam Crist \nSam Crist is fueled by a passion for problem-solving\, creative storytelling\, and the strategic impact of marketing. With expertise in multi-channel campaigns\, digital innovation\, and team leadership\, she has guided organizations through growth\, change\, and new opportunities. Her experience spans leading marketing efforts during mergers\, developing content that drives revenue\, and implementing technology solutions – all with a balance of vision and hands-on execution to achieve measurable results. In addition\, Sam contributes thought leadership to the profession as a regular content publisher through AAM’s Minute Committee. \n  \nRyan McClain \nRyan McClain is the Video Marketing Manager at Blue & Co.\, LLC\, where he brings more than five years of video marketing and television experience to the firm. His work has earned recognition both inside and outside the profession – he is a five-time Emmy nominee and one-time winner\, and in his first year at Blue\, he received an AAM Marketing Achievement Award in the Video/Media category. \nA graduate of Ball State University’s School of Media\, Ryan has built his career around the power of visual storytelling. He is a strong advocate for incorporating video and audio into every facet of marketing to connect more effectively with audiences.
URL:https://accountingmarketing.org/event/learning-lab-creating-better-videos-video-production-for-any-skill-level/
CATEGORIES:Training
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