Virtual Campfire: Budgeting

When:  Aug 18, 2021 from 02:00 PM to 02:45 PM (ET)
Many firms that follow a fiscal calendar year start their planning and drafting in the Fall. How much has changed for your firm, and what are the priorities and opportunities?

About Will

Will, a collaborator by nature, works closely with clients to achieve their strategic, brand visibility and growth objectives. Drawing on his extensive corporate and creative management experience, he brings a broad perspective and deep insights to every engagement. A seasoned marketing advisor, he is as approachable as he is thoughtful and confident.

Will has spent 25 years building expertise in a wide range of disciplines, including marketing, communications, media/public relations, graphic design, video production and business development. He served as Vice President of Marketing and Communications at Edelman Financial, one of the largest, most successful independent financial planning firms in the nation. At Edelman, he oversaw the design, development, and implementation of a broad variety of branding and marketing strategies to drive high-growth objectives while rapidly responding to industry trends and challenges.

He lives with his family in the foothills of the Blue Ridge Mountains in Leesburg, Virginia. When he’s not making plans to remodel another room of the house, he can be found building custom cabinetry, enhancing home automation, restoring guitars, or (more likely) trying to convince the Aussie to stop chasing the cats.


Raissa Evans
Raissa joined Weaver as head of digital and lead gen in 2020, a full-service national CPA and advisory firm. She began her early career in the technology industry, then spent 12 years as head of marketing at PKF Texas, a firm recognized as a market-leader by its peers due to many industry firsts, winning more than 120 awards along the way. She founded her consultancy Running Reload LLC in 2015 where she works with clients on social optimization and Guided Marketing. 

As a pioneer of digital strategy for professional services for more than 20 years, Raissa’s led digital transformations in marketing technology, web and content strategy and lead generation customer journeys. She speaks regularly on growth strategy, marketing operations, digital performance and the like.  

She hosts AAM’s monthly Virtual Campfire video conference and was AAM Marketer of the Year 2011, was named "One to Watch" by Accounting Today's Top 100 Most Influential in Accounting, is Past President of Houston's Interactive Marketing Association, and founder of non-profit Celtic Valor, which awards scholarships to veterans.

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