Calendar of Events

Wednesday, February 08, 2012
AAM Philadelphia
Topic: Leveraging Media Relations in the Accounting Industry
Speaker: Gina Rubel

Program Description: Join us as we discuss leveraging media relations in the accounting industry. Gina will cover how to:

• Recognize "news" as it is defined in the Twenty-first Century
• Identify media outlets most likely to respond
• Leverage social networking
• Prepare for a media interview

About Gina Rubel: Gina is a communications expert, attorney and author who wrote a public relations book geared to lawyers.

Registration: $25 Members; $35 Nonmembers
Click here to register. *Registration Deadline: February 7 at 12:00 pm

Meeting Location: Kreischer Miller | 100 Witmer Road, Suite 350 | Horsham, PA 19044
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Wednesday, February 15, 2012
AAM High!
1:00-2:15pm EST
Topic: An Insiders’ Look at the SocialCPAs Social Media Survey
Speaker: Barry MacQuarrie, SocialCPAs

Program Description: Social media is an important communications and marketing medium, but some firms are resisting the movement. Attend this AAM High webinar where Barry MacQuarrie will share insights from his recent survey of 650 accounting professionals around their social media usage and feelings. In this session, we will discuss the findings included in the 2011 survey and reveal how accounting professionals are adopting or avoiding social media.

Barry will also present additional insights that have NOT been included in the public report, including accounting professional adoption and use of LinkedIn, Facebook and Twitter. Use the findings from this survey to help formulate or further your own social media plans for 2012.

Registration: $59 Members; $109 Nonmembers
Click here to register. *Registration Deadline: February 14 at 12:00 pm EST

Meeting Location: Webinar
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Thursday, February 23, 2012
AAM Roundtable
Topic: Engaging Your Professionals In The World of Social Media
Speaker: Krysta Lyon, Fuoco Group

Program Description: Your ability to execute your digital marketing strategy is essential for your firm’s short term and long term success. But getting your team enrolled in the concepts of digital marketing and social media and then getting them in action can be a challenge! That’s where the right communication and education strategy is essential.

Attend this interactive roundtable discussion to share methods for engaging your firm’s executive or partner team and all client-facing staff in supporting your social media strategies. We’ll discuss various training approaches, ways to overcome the “negative PR” that social media may engender and tools you can use to help your people develop knowledge and confidence in your digital strategies so they can be productive contributors and achieve the results you seek.

Registration: $15 Members Only
Click here to register. *Registration Deadline: February 22 at 12:00 pm EST

Meeting Location: Teleconference
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Tuesday, March 06, 2012
AAM High!
1:00-2:15pm EST
Topic: The New Sales Model: Generating Quality Leads from Your Website
Speaker: Lee Frederiksen, Hinge

Program Description: You may think that web marketing is a consumer strategy. But today's business buyers are also turning to online search and social media to find professional service expertise. Find out how online marketing can dramatically change the way you develop new business.

Here's what you'll learn:
• Why you need both traditional and online lead generation
• What online strategies are most effective and why
• How to optimize your website to convert visitors
• How to determine what works for your target audience
• Strategies for turning online leads into clients

Who should attend:
• Executives at professional services firms
• Marketing directors and staff
• Business development professionals

Registration: $59 Members; $109 Nonmembers
Click here to register. *Registration Deadline: March 5 at 12:00 pm EST

Meeting Location: Webinar
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Wednesday, March 21, 2012
AAM Roundtable
Topic: Stop the Fire Drills! Improving the Proposal Process at Your Firm
Speaker: Lisa Tierney, CLSC

Program Description:Every firm produces proposals regularly, but the process can be inconsistent and challenging, often resulting in scrambling to make deadlines and/or delivering a weak bid package. Join us for this interactive roundtable discussion to discuss critical and sometimes forgotten aspects of the proposal process. Gain tips to streamline your process before, during and after that proposal is signed, sealed and delivered to the prospective client.

Lisa Tierney, CLSC, a former in-firm marketer and now marketing consultant and certified coach will share her experiences in defining and enhancing firm proposal processes for maximum efficiency and effectiveness. Need some help with your proposal process or have ideas to share that have benefitted your firm in this area? Join us and share in a productive discussion.

Registration: $15 Members Only
Click here to register. *Registration Deadline: March 20 at 12:00 pm EST

Meeting Location: Teleconference
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Tuesday, April 03, 2012
AAM High!
1:00-2:15pm EST
Topic: ABCs of Accounting for Marketing Professionals
Speaker: Charles Hylan, Growth Partnership

Program Description: Upon entering the accounting industry, nearly every marketing professional has a vague idea what an accounting firm does and the services it provides. Over time, marketers slowly increase their knowledge base; however, this information is often times confusing and it’s incumbent on the marketer to reach out for learning opportunities. This high impact presentation, delivered by a “recovering” CPA, will provide participants with the essentials every marketing professional must understand to effectively function within their firm.

This session will provide an overview of:
• The most common services an accounting firm offers.
• The “Big 3” financial statements and how they are related.
• The accounting acronyms professional marketers face every day.
• Trends within the accounting industry and how they impact marketing.

Participants will walk away with a renewed confidence in their position as a marketing professional within an accounting firm.

Registration: $59 Members; $109 Nonmembers
Click here to register. *Registration Deadline: April 2 at 12:00 pm EST

Meeting Location: Webinar
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Thursday, April 12, 2012
AAM Philadelphia
Topic: Social Media
Speaker: Jessica Levin

Program Description: While accounting firms are familiar with the concepts of social media and social networking, there is still a lot of confusion about best practices for how the accounting profession should be using the tools that are available to them, This session will give participants the opportunity to discuss what works, what doesn’t work, and what can be better. An interactive session that examines case studies, you will come away with new ideas to apply to your work. This session assumes that you have a basic understanding of social networking and will help you to use modern–day technology tools more efficiently.

Registration: $25 Members; $35 Nonmembers
Click here to register. *Registration Deadline: April 11 at 12:00 pm

Meeting Location: Penn State Great Valley in Malvern | Main Building - Room 105 | 30 E. Swedesford Road | Malvern, PA 19355
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Wednesday, June 06, 2012
AAM Philadelphia
Topic: Doing More With Less – 5 Under $5,000: Essential Best Practices for Today's Professional Marketer
Speaker: Jeff Pawlow

Program Description: Today’s professional marketers must do more with less. In order to do this, marketers need a framework for execution that allows them to successfully generate a positive return of marketing investment. This session covers five essential best practices for professional marketers including a framework for execution that allows them to successfully generate a positive return of marketing investment.

As the Chief Executive Officer and Managing Shareholder of The Growth Partnership, Inc., Jeff leads a dynamic team of consultants who are dedicated to helping their accounting firm clients achieve sustainable, profitable growth. In addition to serving clients and helping build TGP into the industry\\\'s only full-service consulting firm, Jeff is also a frequent speaker at accounting conferences and contributes regularly to the accounting media. Recent presentations include the: AICPA Practitioners Symposium, Association of Accounting Marketing Annual Conference; Association of Accounting Administration Annual Conference; PDI Advanced Marketing Symposium; and Upstream Academy Headquarters Conference. He has also appeared at many state society and industry association conferences and meetings.

Registration: $25 Members; $35 Nonmembers
Click here to register. *Registration Deadline: June 5 at 12:00 pm

Meeting Location: Isdaner & Company
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