ANnual Summit
About Summit
Summit provides excellent educational opportunities through keynote speakers, breakout sessions and interactive workshops for every level of marketer and business developer. And if you think the education is great, wait until you experience the networking!
Networking is a huge component of Summit, and we offer both structured and informal networking opportunities throughout the conference.
2027 Summit Call for Content
We are now accepting presentation submissions for the 2027 Summit!
All submissions must be completed through the online form. To put your best foot forward with your strongest topics, you are limited to 3 submissions per firm. If you have any questions, contact our conference planner at [email protected]. We recommend you organize your thoughts before going into the call for content submission site by using the submission planning tool linked below.
Key Dates:
August 12, 2026 - Call for Content Opens
September 24, 2026 at 5:00 PM CT - Call for Content Closes
By December 18, 2026* - Notifications Sent
*Sessions will be confirmed by a member of the content committee. Selected speakers will
receive additional information about the venue, deliverables, and training from the conference planner.
Selection Criteria
Our content committee will be looking for ideas that will intentionally engage the participants. Selections are based on the following criteria:
- Topic: Is it a unique or progressive take on the evolving trends or emerging challenges facing growth professionals in accounting firms?
- Session Outcomes: Are they actionable and participant-centered?
- Presentation Format: Are there opportunities for interaction and idea sharing among participants beyond Q&A?
- Alignment of Level: Does the information provided align with the stated learning level?
- Speaker Profile: Does the applicant demonstrate a unique point of view, expertise, and enthusiasm for the topic?
Session Categories
We are seeking the most relevant and thought-provoking ideas. Categories are for grouping purposes only.
- Business Development/Sales (Driving New Business/Sales Tactics)
- Culture & Professional Growth (Communications/DEI/Recruiting/Talent Development)
- Executive Leadership & Growth (Growth Strategy/Business Transformation/Client Experience/Leadership)
- Firm Strategy & Operations (Change Management/Firm Operations/Team Development/Strategic Planning/Project Management/Operational Excellence)
- Industry Trends (Firm of the Future/Innovation/M&A/Private Equity Impact)
- Marketing (Branding/Content Marketing/Digital Marketing/Niche/Industry Development/CAS)
- Technology (AI/Data Analytics/Data Privacy/Tech Stack)
Session Formats
- Case Studies/Industry Lead Insights
- Hands-on Workshops/Learning Labs
- Interactive Panel Discussions
- Lecture-Style Presentations
- Main Stage Sessions
- Experience Exchanges
- TED-style Talks
May 17-19, 2027
Chicago, IL
"Being surrounded by hundreds of marketers of all levels and diving deeper into how to succeed in accounting marketing was the ultimate learning experience. Attending Summit for the first time on my own was intimidating at first, but I’ve never felt more comfortable networking and building relationships. Not only did I make connections all across the county, but now have some great new friends. "
Marketing Manager, Plante Moran
"Business development in accounting is still writing its playbook. Summit is where I go to challenge conventional thinking, learn from others pushing the profession forward, and help shape what growth looks like next. It's a proving ground for the ideas, strategies, and relationships that will shape the next generation of business development in accounting."
Chief Business Development Officer, Cherry Bekaert
"Connecting with industry colleagues is so valuable! Attending Summit is one of the best ways to build relationships and learn about what’s happening in the profession. "
Chief Growth Officer
Holthouse Carlin & Van Trigt
Oh, the Places We've Been!
AAM Summits have been held across the US and in Canada. Attendees have left each wonderful city with more knowledge, deeper connections and countless memories.
Click on the green highlighted states below to see a list of years, themes, and cities of past Summits.
Arizona
1990 – Aim for the Future: CPA Marketing Strategies for the 90’s
Phoenix
2025
Phoenix
California
1992 – Marketing for Change: The Road to Renaissance
San Francisco
1996 – Putting It All Together: The Next Step
San Diego
2000 – Riding the WavE: Redefining the Business Model
Redondo Beach
2008 – Wild On Marketing
San Diego
2026
Palm Springs
Colorado
2006 – Mile High Marketing
Denver
Florida
1998 – Meeting the Challenge of Business Creativity: The Future’s So Bright…
Boca Raton
2005 – Marketing Magic
Orlando
2015 – Roots of Success
Orlando
2024
Orlando
Georgia
1995 – Linking Marketing to Profits
Atlanta
2007 – Uncharted Waters
Savannah
Illinois
1993 – Marketing: The Next Generation
Chicago
2011 – Take Your Firm to New Heights
Chicago
Kentucky
2022
Louisville
Louisiana
1997 – Marketing Through the Millennium
New Orleans
2016 – inNEWvation
New Orleans
Massachusetts
1994 – Leveraging Your Marketing Investment: Challenges & Choices
Boston
2003 – Revolutionary Marketing
Boston
Maryland
2010 – Building Strong Foundations for Firm Success
Washington, DC
Missouri
1999 – Beyond Strategy to Purpose: The Changing Role of Marketing
Kansas City
Nevada
2004 – Odds on Excellence
Las Vegas
2012 – Succeeding in Today’s Topsy Turvy World
Las Vegas
2013 – Win Your Race: Inspire Innovation. Realize Results.
Las Vegas
2017 – ENGAGE
Las Vegas
2019 – ENGAGE
Las Vegas
2001: Your Passport to Growth
Toronto
Oregon
2018 – Think Fresh!
Portland
Pennsylvania
2021 – Hybrid
Philadelphia
South Carolina
1991 – Surviving or Thriving: Putting Your Marketing Tools to Work
Hilton Head
Texas
2002 – Measuring Performance
San Antonio
2009 – Marketing Palooza
Austin
2014 – Take AAM and Engage
Austin
Utah
2023
Salt Lake City
Arizona
1990 – Aim for the Future: CPA Marketing Strategies for the 90’s
Phoenix
2025
Phoenix
California
1992 – Marketing for Change: The Road to Renaissance
San Francisco
1996 – Putting It All Together: The Next Step
San Diego
2000 – Riding the WavE: Redefining the Business Model
Redondo Beach
2008 – Wild On Marketing
San Diego
2026
Palm Springs
Colorado
2006 – Mile High Marketing
Denver
Florida
1998 – Meeting the Challenge of Business Creativity: The Future’s So Bright…
Boca Raton
2005 – Marketing Magic
Orlando
2015 – Roots of Success
Orlando
2024
Orlando
Georgia
1995 – Linking Marketing to Profits
Atlanta
2007 – Uncharted Waters
Savannah
Illinois
1993 – Marketing: The Next Generation
Chicago
2011 – Take Your Firm to New Heights
Chicago
Kentucky
2022
Louisville
Louisiana
1997 – Marketing Through the Millennium
New Orleans
2016 – inNEWvation
New Orleans
Massachusetts
1994 – Leveraging Your Marketing Investment: Challenges & Choices
Boston
2003 – Revolutionary Marketing
Boston
Maryland
2010 – Building Strong Foundations for Firm Success
Washington, DC
Missouri
1999 – Beyond Strategy to Purpose: The Changing Role of Marketing
Kansas City
Nevada
2004 – Odds on Excellence
Las Vegas
2012 – Succeeding in Today’s Topsy Turvy World
Las Vegas
2013 – Win Your Race: Inspire Innovation. Realize Results.
Las Vegas
2017 – ENGAGE
Las Vegas
2019 – ENGAGE
Las Vegas
2001: Your Passport to Growth
Toronto
Oregon
2018 – Think Fresh!
Portland
Pennsylvania
2021 – Hybrid
Philadelphia
South Carolina
1991 – Surviving or Thriving: Putting Your Marketing Tools to Work
Hilton Head
Texas
2002 – Measuring Performance
San Antonio
2009 – Marketing Palooza
Austin
2014 – Take AAM and Engage
Austin
Utah
2023
Salt Lake City