Pre-Conference: Monday, May 2

9:00 AM-11:30 AM 
(PT)

MARKETING & BUSINESS DEVELOPMENT
Marketing/Business Development Meeting

Target Audience: Marketers, Business Developers or any firm leaders


This meeting will feature interactive presentations from The Social Bullpen, Boomer Consulting and Hollinden | marketers + strategists. We’ll explore three chosen topics - digital marketing trends, aligning marketing strategy with firm strategy, and marketing KPIs. After each address, we’ll have the opportunity to share ideas and interact with other participants through table exercises. Join us for a fast-paced session where we’ll learn from our luminary speakers and each other!

Day 1: Monday, May 2

1:00 PM-2:00 PM
(PT)

MARKETING & BUSINESS DEVELOPMENT
Leveraging LinkedIn for Business Development and Firm Growth
David Toth, Winding River Consulting (BRN Member)

LinkedIn is considered by some to be a connector between job searchers and recruiters. Others think of it as a network to share professional content. Both were true - until March 2020. Today, LinkedIn is being touted as the new business card, with professionals using it to connect, communicate and successfully build business. We will cover how to use LinkedIn to stand apart from the competition, how to ensure your profile is optimized, and strategies for business growth among professional services firms.

Day 2: Tuesday, May 3

8:00 AM-9:20 AM
(PT)

MARKETING & BUSINESS DEVELOPMENT
Pruning Clients to Grow New Services and Markets
Gale Crosley, Crosley+Company (BRN Firm)


How can we think about getting a new service or market off the ground when the work is piling up? Just like a good gardener keeps plants healthy and makes room for even more growth, we’ll explore how to prune and concurrently launch a new service or market. We are at the epicenter of an explosion in new opportunities for our profession, and the timing is perfect to discuss achieving successful liftoff. Come enjoy the ride!

9:30 AM-10:30 AM
(PT)

MARKETING & BUSINESS DEVELOPMENT
Client Experience: How to Supercharge the ROI from Your CX Initiative
Alliance Panel discussion moderated by Eric Gregg, ClearlyRated (BRN Firm)

Excellent service and great client experience (CX) have become a table stakes game for accounting firms. The firms that stand out are the ones that can provide credible proof of their service experience from clients. Fueled by participation from the audience, this session will provide you with the opportunity to hear from your peers and engage in discussions about successful client experience initiatives, differentiation, common pitfalls and how to take action on client feedback.

10:40 AM-11:30 AM
(PT)

MARKETING & BUSINESS DEVELOPMENT | HUMAN RESOURCES
Marketing Strategies for Recruiting and Retention
Amanda Garner, The Growth Partnership (BRN Member)

The challenging recruiting and retention environment of the past few years has only been amplified by the global pandemic, resulting in what the media are referring to as “The Great Resignation.” To compete for top talent, your firm must raise the game on recruiting strategies and focus on retention culture. This session will share industry best practices and outside-the-box thoughts on how to best position your firm to gather and retain talent.

10:40 AM-11:30 AM
(PT)

ADVISORY | MARKETING & BUSINESS DEVELOPMENT
An Introduction to ESG: Key Considerations for Businesses
BDO USA, LLP

Of the factors changing the business landscape, the fundamental shift in mindset occurring around the convergence of environmental, social and governance (ESG) issues is rising to center stage. But what is ESG, and what does it mean for your clients and your firm? Join this session for an introduction to ESG strategy and learn how it can be prioritized to build a sustainable business and future for all.

1:00 PM – 2:40 PM
(PT)

MARKETING & BUSINESS DEVELOPMENT
Creating a True Business Development Culture

ConvergenceCoaching, LLC® (BRN Member)

Most firms say that they are committed to creating a business development culture and developing new rainmakers to replace the rainmakers who will retire in the next 10-12 years. Yet many struggle to truly achieve these goals. When the right expectations are set and the roles and support are in place, firms experience a real commitment – and real results – selling the “right” business for your firm. In this session, we’ll explore the “must haves” for a thriving business development culture.

3:00 PM – 4:40 PM
(PT)

MARKETING & BUSINESS DEVELOPMENT
10 New Trends Impacting Leadership and Marketing

Jon Hubbard, Boomer Consulting (BRN Firm)

Leadership and marketing are essential to the growth of a firm. Over the last 18 months, firms have been looking at each of these areas with a different perspective. In this session, we will cover 10 new trends that are impacting leadership and marketing, as well as action items you can implement in your firm.

Day 3: Wednesday, May 4

8:00 AM-9:30 AM
(PT)

MARKETING & BUSINESS DEVELOPMENT
Using Keyword Research to Drive Inbound Leads
Christine Hollinden, CPSM, Hollinden | marketers + strategists (BRN Member)

Keyword research provides critical insight into the actual search terms your prospects are using to find firms like yours. Learning how to utilize keyword research to drive the right traffic to your site and generate qualified leads is crucial to success. This session starts with an overview of search engine optimization and moves into a more advanced look at research. We’ll look at best practices and real examples along the way. Plus, we will supplement the information with lead capture tools to turn traffic into opportunities.