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Marketing Roundtable

Type: Webinar with NA CPE

Starts
24 September 2025 2:00 pm ET
Ends
24 September 2025 3:00 pm ET

2:00 – 3:00 pm ET


This is an opportunity for firm marketers to get together and share ideas. Discussion topics include: 

  • What are your current marketing strategies and which are proving to be most successful? 
  • How are you measuring your efforts? 
  • What new ideas are you working on for next year? 
  • What tools are you using? 
  • Are you incorporating AI? If so, how?
  • How are you collaborating with other departments? (IT, HR, etc.)

AGN’s roundtables are open discussions to allow everyone to participate. Don’t miss this conversation!

Learning Objectives:
Discover best practices from other firms with regard to:

  • Marketing strategies
  • Data collection and maintenance
  • Measuring impact
  • Technology and other tools
  • Tax season strategy

Roundtable Facilitators
Kristin Kitchens
Director of Growth
Windham Brannon
 
Alex Miller
Marketing Manager
Lanigan Ryan

Kyle Shumate

Chief Marketing Officer
Clark Schaefer Hackett

 Denise Vendrick
Director of Marketing
Faw Casson

CPE: 1 hr
Field of Study: Communications and Marketing
Delivery Method: Group Based Internet
Program Level: Basic 

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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