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Firm Marketing Roundtable

Type: Webinar with NA CPE

Starts
23 June 2025 2:00 pm ET
Ends
23 June 2025 3:00 pm ET

2:00 – 3:00 pm ET


CPE: 1 hour
Level: Basic

This is an opportunity for firm marketers to get together and share ideas. Topics are determined by the participants but could include: 

  • What are your current marketing strategies and which are proving to be most successful? 
  • How are you measuring your efforts?
  • Biggest challenges
  • How was busy season? Did you try anything new this year?
  • If you went to AAM, any takeaways to share or other big ideas you’re working on
  • Software/tech tips or questions – what tools are you using? Anyone trying anything new?
  • Are you incorporating AI? If so, how?
AGN’s roundtables are open discussions to allow everyone to participate. Don’t miss this conversation!
 
 Learn what other firms/professionals are doing with regard to:
  • Marketing strategies
  • Measuring impact
  • Technology and other tools

Roundtable Facilitators
Alex Miller
Marketing Manager
Lanigan Ryan

Denise Vendrick
Director of Marketing
Faw Casson

 

AGN is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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