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DTSTART;TZID=America/Kentucky/Louisville:20260805T130000
DTEND;TZID=America/Kentucky/Louisville:20260805T140000
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SUMMARY:AAM High! Webinar: M&A Marketing Integration: Lessons from Both Sides of the Deal
DESCRIPTION:A merger announcement looks effortless from the outside. New logo\, polished press release\, a confident “better together” message. What the market never sees is everything happening behind it: two client lists that don’t match\, proposals mid-flight under the old name\, a marketing team learning about the deal days before the world does. Clients and referral sources are watching that facade closely\, and they’re forming judgments about whether this deal was good for them. The first 100 days determine whether the seams show. \nJoin us for a candid panel conversation featuring both sides of the table: Jeff Mowery\, Founder of Mowery & Schoenfeld\, who brings the acquirer’s perspective from leading multiple firm acquisitions\, and Jen Lemanski\, Senior Marketing Manager at Withum\, who lived the acquired-side experience firsthand when PKF Texas was acquired by Withum and helped lead the marketing integration from the inside. \nTogether they’ll unpack what every accounting firm marketer needs to know before a deal lands on their desk\, including: \n\nAnnouncement readiness: controlling the narrative and sequencing communications so clients hear it from you\, not LinkedIn\nBrand transition decisions: The hidden inventory of touchpoints that trips firms up\nProtecting your seat at the table: how acquired-side marketers turn local market knowledge into job security\nThe PE factor: how private equity-backed roll-ups differ from strategic acquisitions\, and what that means for pace\, brand\, and how marketing gets measured\nLessons learned: what both panelists would do differently\, and the mistakes acquirers keep repeating\n\nWhether your firm is acquiring\, being acquired\, or just watching the consolidation wave sweep the profession\, you’ll leave with a practical playbook for making the transition look as seamless as the announcement promised. \nWho should attend: Marketing\, growth\, and business development professionals at accounting firms of all sizes\, plus managing partners who want their next deal to keep every client it came with. \n  \nSpeakers \nJeff Mowery\n \nJeff is the Managing Partner and co-founder of Mowery & Schoenfeld. He is committed to building up those around him by creating value for clients and employees of the Firm. \nJeff specializes in solving tax and strategic business problems for his clients\, with expertise in complex taxation issues for entrepreneurial businesses. \nJeff has been honored with prestigious awards including the Chicago Titan 100 Hall of Fame and a coveted spot on Forbes Magazine’s America’s Top 200 Accountants list. With his expertise and dedication\, Jeff continues to exemplify exceptional leadership\, vision\, passion\, and influence in the financial and technology industries. \n  \n \nJen Lemanski  \nJen Lemanski is a Senior Marketing Manager at Withum\, where she leads go-to-market strategy for three of the firm’s industry verticals. With 20 years of experience in professional services marketing\, she specializes in strategic growth\, brand positioning\, and helping firms connect with clients through meaningful\, industry-focused marketing.
URL:https://accountingmarketing.org/event/aam-high-webinar-ma-marketing-integration-lessons-from-both-sides-of-the-deal/
CATEGORIES:AAM High Webinar
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DTSTART;TZID=America/Kentucky/Louisville:20260806T120000
DTEND;TZID=America/Kentucky/Louisville:20260806T130000
DTSTAMP:20260622T182857Z
CREATED:20260617T201234Z
LAST-MODIFIED:20260622T182857Z
UID:10993-1786017600-1786021200@accountingmarketing.org
SUMMARY:Town Hall Rebrand Q&A
DESCRIPTION:As AAM evolves into the Association for Accounting Growth (AAG)\, we know you may have questions about what this transition means for you and our community. Join us for a live Town Hall Q&A to hear directly from Association leadership\, gain insight into the rebrand journey\, and ask the questions that matter most to you. Questions may be submitted in advance during registration. \n 
URL:https://accountingmarketing.org/event/town-hall-rebrand-qa/
CATEGORIES:Virtual
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DTSTART;TZID=America/Kentucky/Louisville:20260820T130000
DTEND;TZID=America/Kentucky/Louisville:20260820T150000
DTSTAMP:20260629T190016Z
CREATED:20260629T190016Z
LAST-MODIFIED:20260629T190016Z
UID:11025-1787230800-1787238000@accountingmarketing.org
SUMMARY:Learning Lab: Building Marketing Agents with Microsoft Copilot Studio
DESCRIPTION:In this hands-on workshop\, participants will learn how to use Microsoft Copilot Studio to build AI-powered marketing agents that support content creation\, lead generation\, campaign planning\, and client engagement. Rather than focusing on theory\, participants will design\, build\, test\, and improve a working marketing agent to solve a real-world challenge faced by accounting-firm marketers. \nWhether you’re new to Copilot Studio or already experimenting with AI tools\, you’ll leave with practical skills\, a functioning agent prototype\, and a framework for identifying future automation opportunities within your marketing processes. \n  \nLearning Objectives \nBy the end of this session\, participants will be able to: \n\nIdentify marketing activities that are good candidates for AI agents and automation.\nDesign and build a functional marketing agent using Microsoft Copilot Studio.\nConnect knowledge sources\, prompts\, and workflows to support marketing and business development activities.\nTest\, evaluate\, and improve agent performance using real-world marketing scenarios.\nDevelop a plan for implementing AI agents within their firm’s marketing operations.\n\n  \nRequired \nYou must have licenses and permissions for the following tools to participate in this course. \n\nMicrosoft 365 account.\nAccess to Microsoft Copilot Studio.\nPermission to create agents.\nAccess to a Power Platform environment.\nAccess to Power Automate.\nAccess to OneDrive or SharePoint for uploading documents.\n\n  \nThree Key Takeaways \n\nBuild a Digital Marketing Team Member: Learn how to create an AI-powered agent that can support content development\, campaign planning\, lead qualification\, and other marketing activities.\nTurn Knowledge into Action: Discover how to use service pages\, buyer personas\, industry expertise\, and firm resources to create agents that provide relevant\, consistent responses.\nLeave with a Working Prototype: Walk away with a functional marketing agent and a roadmap for applying Copilot Studio to your firm’s marketing strategy.\n\n  \nPre-Workshop \n\nComplete the Agent Idea Worksheet.\nDownload the sample documents provided post-registration.\nWatch this 10-minute Overview to familiarize yourself with the interface. https://learn.microsoft.com/en-us/microsoft-copilot-studio/fundamentals-what-is-copilot-studio\nPlease confirm you can:\n\n\nLog in to Microsoft 365.\nAccess Copilot Studio.\nCreate a new agent.\nAccess Power Automate.\nUpload a document.\nAccess a Power Platform environment.\n\n  \nProvided Documents \nThe instructor will provide the following documents prior to the course. Please download them and have them available during the class. \nSample Buyer Persona \n\nConstruction Owner.\nManaging Partner.\nSolo CPA.\n\nSample Service Page \n\nAdvisory Services.\nCAS Services.\nTax Planning.\n\nSample Content Brief: Used for the content assistant activity.\nAgent Planning Worksheet: Participants complete during the design phase. \nPost Session Resources \n\n“25 Marketing Agents for Accounting Firms” idea book.\nPrompt library.\n30-day implementation challenge.\nROI calculator worksheet.\nAgent governance checklist.\nMarketing workflow templates.\nTraining Video Resources (YouTube and Microsoft)\n\n  \nSpeaker \nBecky Livingston | Owner/CEO\, Penheel Marketing\n \nBecky Livingston\, founder of Penheel Marketing\, is a leading professional in integrating AI-driven solutions for accounting firms and small businesses. A recognized educator\, she leads the AI Certificate Program at Westchester Community College and serves as an adjunct professor. Becky demystifies complex technology through her blog and committee work with the AAM\, focusing on ethical automation and SEO. When not shaping future-focused business strategies\, this innovator and consultant is a devoted dog lover. \nLearn more: https://Penheel.com.
URL:https://accountingmarketing.org/event/learning-lab-building-marketing-agents-with-microsoft-copilot-studio/
CATEGORIES:Training
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DTSTART;TZID=America/Kentucky/Louisville:20260827T130000
DTEND;TZID=America/Kentucky/Louisville:20260827T140000
DTSTAMP:20260804T145850Z
CREATED:20260804T145850Z
LAST-MODIFIED:20260804T145850Z
UID:11133-1787835600-1787839200@accountingmarketing.org
SUMMARY:AAM High! Webinar: The Beige Wall of Accounting Sales - A Conversation about Standing Out
DESCRIPTION:Too often\, accounting firms sound and look exactly alike. The same messaging. The same proposals. The same follow-up emails. In a profession where everyone is trying to build trust\, blending in can make it difficult to earn attention\, win opportunities\, and create lasting client relationships. \nThe strongest business development professionals take a different approach. They know that meaningful growth comes from building authentic relationships at every stage of the buyer journey—from earning the first introduction and staying memorable throughout a lengthy pursuit to differentiating during the proposal process and strengthening relationships long after the engagement begins. \nIn this interactive discussion\, experienced business development leaders will share practical strategies\, candid lessons learned\, and creative approaches that help firms stand out in a crowded market. You’ll leave with actionable ideas for opening more doors\, creating memorable buyer experiences\, strengthening competitive pursuits\, and turning new clients into long-term advocates. \n  \nSpeaker\nStefania DeMarco | Managing Director\, Clients & Markets at Uniqus \nAt Uniqus\, Stefania is the Managing Director\, Clients & Markets\, based in New York\, USA. She leads the go-to-market agenda and client development efforts for the US\, with a strong focus on private equity sponsors and their portfolio companies as well as organizations and corporations across various sectors\, connecting them to the firm’s capabilities in finance transformation\, governance\, risk\, sustainability\, and tech-enabled and AI-enabled solutions. \nStefania DeMarco is a Certified Public Accountant (CPA) and holds an MBA\, with nearly 20 years of experience in the professional services and consulting industry serving clients across the United States and globally. \nShe has deep experience in business development\, go-to-market strategy\, and client coverage across financial services\, private equity-backed\, and middle-market organizations. Over her career\, she has built and scaled growth teams\, worked closely with client service leaders\, and supported sustained\, multi-million-dollar revenue growth. \n  \nModerator\nAngel Morgan | Chief Business Development Officer\, Cherry Bekaert  \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.
URL:https://accountingmarketing.org/event/aam-high-webinar-the-beige-wall-of-accounting-sales-a-conversation-about-standing-out/
CATEGORIES:AAM High Webinar
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