AICPA, AAM Team Up To Host New Five-Part Webinar Series

By Jessica Kiser posted 09-20-2016 11:34



AICPA, AAM Team Up To Host New Five-Part Webinar Series

September 19, 2016 | FOREST HILL, MD – Growing an accounting practice is no easy feat, that’s why the American Institute of Certified Public Accountants (AICPA) and the Association for Accounting Marketing (AAM) have partnered to bring the practice growth arena’s major players together for a new five-part webinar series which kicks off on Sept. 21, 2016. If you are a CPA who is focused on Growing Your Practice, this series will give you the insight you need to succeed, as well as CPE credit.

“If you’ve been tasked with generating sustained, measurable growth, these educational sessions are for you,” said Lauren Clemmer, Executive Director of AAM. Recently named one of 2016’s Top 100 Most Influential People in Accounting, Clemmer will moderate all five sessions of the webinar series while facilitating meaningful dialogue between presenters and participants. “We are so grateful for the opportunity to work hand-in-hand with the AICPA to make this valuable resource available to CPAs everywhere; I look forward to more collaboration between our organizations in the future.”

Developed by AAM for the AICPA, Growing Your Practice webinar series will feature a number of highly skilled practice growth professionals. Featured presenters are committed to helping participants develop an understanding of proven growth models, solid sales and marketing strategies and best practices from industry professionals who have implemented a successful growth infrastructure in their own firms.

The webcasts will cover the following topics:

21, 2016 – What Top Growth Leaders Do to Enhance Sustainability

Featuring a panel of three successful growth leaders, this session will help participants discover how to build the right infrastructure for short and long-term growth. The critical components of an effective growth infrastructure will be discussed and attendees will have the opportunity to rate their firm’s current growth, sales and marketing infrastructure. Presenters include:

  • Katie Tolin, President & Chief Growth Guide, CPA Growth Guides
  • Chuck Ludmer, Principal & Chief Marketing and Practice Development Officer, Cohn Reznick
  • Lori Colvin, Partner & Chief Marketing Officer, Armanino LLP

28, 2016 – Clarifying the Viability of Business Development Pros in Your Firm

If you have ever wondered whether your firm should hire a sales and/or business development professional and whether or not you would be able to maximize on that investment, this webinar will make your decision a little bit easier. Attendees can expect to take a closer look at the business development professional role and will leave with a checklist that identifies what to consider when setting up sales professionals in your firm. Presenters include:

  • Jason Jobgen, Strategic Alliances, BKD LLP
  • Russ Molinar, Director, Global Markets, Ernst & Young LLP

19, 2016 – Exploring Compensation Programs for Professional Sales Teams

Have you ever wondered how your firm can achieve a balanced structure of base salary, commissions and other perks to effectively motivate, reward and drive firm objectives? Are you looking for the most common approaches to compensating sales people? Attendees of this session will explore various compensation models for professional sales teams while identifying the most common approaches for compensation. Presenters include:

  • Mitch Reno, Principal, Director of Client Experience, Rehmann
  • Jason Delles, Director of Sales, Moss Adams

Nov 9, 2016 – Building Growth Leadership Skills

Uncover why the best growth leaders are masters of four vital skill areas. In this session attendees will dive into the four vital areas that are necessary to consistently drive sales: strategic growth plans, pursuit and pipeline management, coaching pursuits and running growth meetings. Presenters include:

  • Angie Grissom, Owner & President, The Rainmaker Companies
  • Scott Moore, Senior Vice President, The Rainmaker Companies

30, 2016 – Leveraging the Marketing Function Properly

Understanding how to manage the marketing and sales functions within a firm can shift your top and bottom lines. This session will provide attendees with a solid overview on “success factors” to help growth leaders maximize their investment in the marketing function. Register for this session if you want to learn how to manage marketing and sales, and how to best leverage your firm’s marketing function. Presenters include:

  • Karen Love, Director of Practice Growth, PKF Texas CPAs & Business Advisors
  • Michelle Golden, Principal, K-Coe Isom

Visit the AICPA Store to register for the webinar series or for additional information. The regular price to attend all five sessions of the AICPA-AAM Growing Your Practice Webcast Series is $259; AICPA members can attend the webinar for $229. You may attend individual sessions as well. The cost to attend a single session is $69; AICPA members can attend for $59. All webinars will begin at 2 p.m. ET on the day of the series and will conclude at 3:10 p.m.