Networking

An Accounting Marketer’s Checklist to In-Person Events

By Katie Renelt / June 20, 2025 / Comments Off on An Accounting Marketer’s Checklist to In-Person Events

By: Katie Renelt, Senior Client Advisor Key Points In-person events are regaining traction as one of the most effective lead-generation tools for accounting firms in 2025. Strategic preparation, clear role alignment, and timely post-event debrief maximize ROI and strengthen brand visibility. Marketing professionals serve as an event catalyst, turning every interaction into an opportunity for…

LinkedIn Premium: Is Upgrading Your Company Page Worth It?

By Katie Renelt / May 6, 2024 / Comments Off on LinkedIn Premium: Is Upgrading Your Company Page Worth It?

Key Points LinkedIn Premium Company Pages offer new AI tools, engagement features, and verification options to enhance visibility and credibility. Firms should evaluate the cost-to-benefit ratio, balancing automation with authentic, human-driven content. Early adoption can help accounting firms strengthen brand trust and engagement if integrated strategically into their marketing plans.   LinkedIn has recently rolled…

Becoming the First Call

By Sarah Dobek / March 31, 2023 / Comments Off on Becoming the First Call

Key Points Building a strong professional network helps accountants transition from service providers to trusted advisors. Being your client’s “first call” requires credibility, connection, and consistent follow-through. Nurturing relationships and connecting clients with the right resources enhances trust and long-term loyalty.   For years, accountants have been told to go out and build a network…

Returning to Live Events: Maximizing Attendance

By Stephanie Crow / March 21, 2023 / Comments Off on Returning to Live Events: Maximizing Attendance

4 Considerations to Maximize Attendance at Your Next In-Person Event

By Katie Renelt / March 2, 2023 / Comments Off on 4 Considerations to Maximize Attendance at Your Next In-Person Event

Key Points Strategic timing, targeted promotion, and a compelling agenda are essential to driving attendance at in-person events. Reaching your ideal audience through personalized outreach and digital channels increases engagement and registration. Data-driven planning and post-event tracking help firms optimize event ROI and strengthen future marketing strategies.   After a long season of virtual conferences,…