Reimagining Cross-Selling as Cross-Solving (PST, AAM)

Jun 13, 2019

Collection: AICPA ENGAGE 2019

Type: Session

Speakers:

• Carrie Steffen, President/Shareholder, The Whetstone Group

Tags: PST AAM

What is the Purpose of a CRM and How Do I Find The Right One? (PST, AAM)

Jun 13, 2019

Collection: AICPA ENGAGE 2019

Type: Session

Speakers:

• Sarah J. Dobek, President and Founder, Inovautus Consulting

Tags: PST AAM

When Accounting and Content Add Up: How to Measure Content ROI

Jun 13, 2019

Collection: AICPA ENGAGE 2019

Type: Session

Speakers:

• Samantha A. Nystrom, Content & Digital Marketing Manager, Sikich LLP

Tags: AAM

Tales from the Other Side: The CPA as a BD Executive

Jun 13, 2019

Collection: AICPA ENGAGE 2019

Type: Session

Speakers:

• Jay Oliphant, CPA, CPA, DHG LLP

Tags: AAM

We Have Too Many Projects Planned for Next Year - How Do We *Wisely* Prioritize Them?

Jun 13, 2019

Collection: AICPA ENGAGE 2019

Type: Session

Speakers:

• Launa Stewart, PMP, CSPO, Certified Change Management Practitioner, Founder / Principal Consultant, Launa Stewart Consulting

Tags: AAM

Building Relationships and Referrals Through Networking: Online and the Real World

Jun 13, 2019

Collection: AICPA ENGAGE 2019

Type: Session

Speakers:

• Jean M. Caragher, MBA, President, Capstone Marketing

Tags: AAM

No Time, No Problem: How Content Creation Can Compete (And Win) Against the Billable Hour

Jun 13, 2019

Collection: AICPA ENGAGE 2019

Type: Session

Speakers:

• Abbey Kanellakis, Content Development Specialist, Rea & Associates,Inc.

Tags: AAM

Finding Hidden Business Development Horsepower at Your Firm

Jun 13, 2019

Collection: AICPA ENGAGE 2019

Type: Session

Speakers:

• Art C. Kuesel, President, Kuesel Consulting,Inc.

Tags: AAM

CPAFMA: Connecting in Ways to Reveal the Way Forward

Jun 13, 2019

Collection: AICPA ENGAGE 2019

Type: Session

Speakers:

• Ann White, PAFM, Regional Human Resources Manager, BDO USA LLP
• Sharon Trabbic, PAFM, Chief Operating Officer, William Vaughan Company
• Joyce Arthur, PAFM, Alliance Client Services Support Manager, BDO Alliance USA

Tags: PFP NAA EST TAX PST AAM Engagement Sessions CPAFMA EDGE

Google 2019: What You Need to Know 

Jun 12, 2019

Collection: AICPA ENGAGE 2019

Type: Session

Speakers:

• Danielle Leitch, Executive Vice President, MoreVisibility

Tags: AAM