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July 2015

AICPA & CPA/SEA Interchange 2015

July 14, 2015 - July 17, 2015
The Ritz-Carlton Hotel Naples, FL United States + Google Map

Taking Your Content Marketing to the Next Level Today, marketers are obsessed with content marketing—and understandably so. Content marketing has created opportunities to generate value and impact through engagement, education and nurturing. The upside is significant, but, so are the considerations. Attendees of this session will learn more about: Understanding what types of content your firm needs for successful marketing in the age of SEO, social media and short attention spans. Prioritizing content when working with limited budget and personnel…

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October 2015

Inovautus Presents the Webinar: Acting as a Growth Coach to Your Partners

October 22, 2015 @ 12:00 pm - 1:00 pm

So many firms confuse the roles of marketing and business development, and the confusion that ensues can be disappointing to both marketers and to the partners.  Attend this session where we'll discuss ideas for empowering marketing managers, directors, partners and business development professionals to be strategic advisors, coaches, trainers and cheerleaders to help your firm's leaders create a culture of genuine growth.  Topics include: Clarify the role of a marketing manager/director to serve in a blended environment of traditional marketing…

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December 2015

Anticipate the Future! Marketing Thought Leader Predictions for 2016

December 3, 2015 @ 1:00 pm - 2:15 pm

Location Dial-in Instructions: Link and dial-in instructions will be sent after registration. Contact Jessica Bialczak 443-640-1061 jessica@accountingmarketing.org   Speakers: Dave Sullivan, Perkins & Co., Sarah Johnson Dobek of Inovautus, and Mari-Anne Kehler of Green Hasson Janks with facilitator, Jennifer Wilson of ConvergenceCoaching, LLC The market has never been more dynamic or opportunity filled.  As an accounting marketer, you must enable your firm to strategically capitalize on the right market opportunities while navigating significant change.  Our panelists can relate!   Attend this…

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February 2016

Webinar: How to Position Yourself and Your Firm as a Thought Leader

February 2, 2016 @ 12:00 pm - 1:00 pm

Establishing a service or industry niche can be a great platform for helping your accounting firm differentiate itself in the marketplace.  In some cases, specialization happens organically – a professional has deep technical knowledge in a particular service, or a firm already has a grouping of clients in a particular industry.  Many CPA firms who have service or industry specializations frequently hear or use the term “thought leadership”.  But what does it mean to be a thought leader?  And how…

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Chicago AAM Chapter Meeting

February 4, 2016 @ 11:30 am - 1:15 pm
Shaw’s Crab House – Schaumburg, 1900 E Higgins Rd,
Schaumburg, 60173

Join the Chicago AAM Chapter at Shaw’s Crab House for lunch and a dynamic presentation led by Sarah Johnson Dobek of Inovautus Consulting. Presentation Topic: What’s Your ROI?  Many firms are actively involved in marketing, but most aren’t measuring it. Being able to see where you are doing well and were you could improve are keys to driving positive growth in your firm. We will show you how to measure some of the most common professional service marketing activities - like web, social…

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July 2016

Webinar: How to Build a Consulting Practice

July 20, 2016 @ 12:00 pm - 1:00 pm

Join Sarah Johnson Dobek on July 20th for a session on How to Build a Consulting Practice. CPA firms can’t rely on compliance services alone to grow their firms. They must begin offering value-added services clients really want. Consulting services will be a key driver for growth in most firms.  In this session, we’ll discuss: The consulting services many firms are offering and exploring How to identify the right services to offer The difference between delivering consulting services vs. compliance…

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April 2020

Webinar: Advising Clients Through Uncertainty: What CPA Firms Can Do Now to Survive and Thrive

April 2, 2020 @ 12:00 pm - 1:15 pm

  As firms respond to the current pandemic, it is hard to imagine thinking about doing more than just surviving. As CPAs, you are uniquely positioned to be a valuable resource to your clients right now. How you engage with your clients and advise them now will impact how well you thrive coming out of the current environment. Join us to learn about what you should be focused on right now to survive and thrive. We’ll discuss the following topics:…

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June 2020

CPA Firm Growth Outlook Amid COVID-19 Survey Findings

June 25, 2020 @ 1:00 pm - 2:00 pm

In May 2020, Inovautus Consulting in collaboration with the Association for Accounting Marketing conducted a survey to learn more about the growth outlook for the CPA firm profession against the backdrop of the coronavirus pandemic. In our analysis of survey responses, we looked at the pandemic’s effect on the profession’s growth strategies, the impact on accounting firm budgets, and the dynamic shifts toward a stronger business development perspective. In this webinar, Sarah Dobek, president of Inovautus Consulting and panelists Kari Bakus,…

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November 2020

What COVID-19 Means for Firm Growth

November 11, 2020 @ 10:00 am - 11:00 am

SAVE MY SEAT!    For many accounting firms, 2020 has been one long struggle to keep up. As we prepare to enter 2021 with COVID-19 still looming, firms should be planning for how they will address their growth despite a still-uncertain future. With economic downturns, selective industry declines, and a continuously changing environment there is a lot to consider. In this webinar, we will cover industry trends and impacts, how to plan for 2021 amid various considerations, and how your…

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February 2021

Growth Outlook for CPA Firms in 2021

February 2 @ 12:30 pm - 1:30 pm

SAVE MY SEAT! Inovautus Consulting, in collaboration with the Association for Accounting Marketing, conducted a survey in late 2020 to learn more about the Growth Outlook for CPA Firms in 2021.  In our analysis of survey responses, we looked at how marketing and growth practices have shifted, what strategies worked (and what didn’t), and the evolution of hopeful post-pandemic business planning. On February 2, we are hosting a webinar to discuss key findings from the survey. We invite you to…

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