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August 29, 2018 | FOREST HILL, MD -The Association for Accounting Marketing (AAM), the leading trade association committed to providing educational opportunities and professional support for marketing and business development professionals in the accounting industry, is taking its highly acclaimed educational programming on the road. The first stop on the AAM on the Road workshop series is in New York.
Sarah Dobek, founder and president at Inovautus Consulting, will present an interactive workshop 10 a.m.- 3 p.m., Thursday, Sept. 13, 2018, at Mazars USA, located at 135 West 50th St., New York, NY. The presentation, "Taking Your CRM to the Next Level," will explain why many accounting firms fail to find success with their Customer Relationship Management (CRM) software and the steps needed to turn your experience around.
"We are proud to offer high-quality educational events to growth-minded leaders of accounting firms across the nation with our AAM on the Road series," said Lauren Clemmer, executive director of the association. "New York is our first stop, but we will also be driving through Houston, Texas and Columbus, Ohio, before the year is out and each stop will touch on different components essential to driving firm growth."
In September, attendees will learn secrets to improve CRM adoption internally, tips to get more from data engagement methods and reporting, what's new with regard to data privacy and spam law trends and more.
"This workshop is perfect for both those who are trying to implement a CRM system for the first time and those already using a CRM at their firm or are looking to expand their knowledge about improving their existing operations," explained Dobek. "We will hit the ground running and everybody will leave with more than enough useful strategies that they can take back and put to work in their own firms."
A successful growth advisor to accounting firms, Dobek works with professionals in accounting, law, consulting, financial services and other service-based companies to help them embrace or integrate digital media into their marketing mix or elevate their current marketing efforts. Dobek's unique background in marketing and knowledge of digital media allow her to deliver insightful, practical advice that guides organizations down the right path to achieve the growth they desire.
Registration is required to attend the Sept. 13, AAM on the Road "Taking Your CRM to the Next Level" workshop. The cost to attend is $195 for AAM members ($245 after Aug. 30) and $245 for non-members ($295 after Aug. 30). Lunch is included with registration. Attendance is limited. Group discounts are available. To register for AAM's September event, click here. To learn about the entire AAM on the Road series, visit https://www.accountingmarketing.org/events/aamontheroad. To learn more about the Association for Accounting Marketing, call Lauren Clemmer at 443.640.1061 or email lauren@accountingmarketing.org
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