Association for Accounting Marketing | AAM Roundtable Educational Calls

Upcoming Events

Thursday, February 23, 2012
1:00 – 2:00 pm EST

Engaging Your Professionals In the World of Social Media

Facilitator: Krysta Lyon, Fuoco Group

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.

Thursday, February 23, 2012
1:00 – 2:00 pm EST

Stop the Fire Drills! Improving the Proposal Process at Your Firm

Facilitator: Lisa Tierney, CLSC, TIERNEY Coaching & Consulting, Inc.

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.