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BEGIN:VEVENT
DTSTAMP:20260506T031421
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DTSTART:20251112T150000Z
DTEND:20251112T170000Z
UID:408500
SUMMARY:Surgent's Getting Ahead: The Art of Marketing for CPAs (AMC2)
LOCATION:Webinar
DESCRIPTION:Surgent's Getting Ahead: The Art of Marketing for CPAs (AMC2)\n\n11/12/25 09:00 AM CST\n - 11/12/25 11:00 AM CST\Description:\nTo many clients, CPA firms all look the same. While services and specialties may vary significantly
 from one firm to another, it is hard for the average person to see this by simply looking at the sign
 outside our office door. Is there any way to make us stand out more to the outside world? Through
 surveys, statistics, and examples, this course looks at how CPA firms can develop a marketing plan
 beyond just relying on referrals. We look at the pluses and minuses of various marketing channels,
 regulatory constraints, and how to measure success in the competitive financial services space.Objectives:
 Identify common problems involved in marketing CPA services
 State the common elements of a marketing plan for a service organization
 List ethical considerations and common state regulatory requirements CPA firms must abide by in their marketing practices
 Describe what survey data and statistics show about the effectiveness of various marketing channels
 Describe how to develop metrics to measure the success of marketing efforts
 Presenters:Dave Peters, CPA, CFP, CLU, CPCU, MST, MBAField of Study:Communications and Marketing (2)Major Topics:
 Challenges of marketing CPA firms
 Developing marketing strategy 
 Elements of a marketing plan
 Example: CPA firm marketing plan
 Marketing regulatory/AICPA issues
 Picking the right marketing channels 
 Marketing channel statistical analysis 
 Developing marketing metrics
 \Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Surgent's Getting Ahead: The Art of Marketing for CPAs (AMC2)<br /><br />11/12/25 09:00 AM CST - 11/12/25 11:00 AM CST<br />Description:<br />To many clients, CPA firms all look the same. While services and specialties may vary significantly<br />
from one firm to another, it is hard for the average person to see this by simply looking at the sign<br />
outside our office door. Is there any way to make us stand out more to the outside world? Through<br />
surveys, statistics, and examples, this course looks at how CPA firms can develop a marketing plan<br />
beyond just relying on referrals. We look at the pluses and minuses of various marketing channels,<br />
regulatory constraints, and how to measure success in the competitive financial services space.<br><br><b>Objectives:</b><br><ul>
    <li>Identify common problems involved in marketing CPA services</li>
    <li>State the common elements of a marketing plan for a service organization</li>
    <li>List ethical considerations and common state regulatory requirements CPA firms must abide by in their marketing practices</li>
    <li>Describe what survey data and statistics show about the effectiveness of various marketing channels</li>
    <li>Describe how to develop metrics to measure the success of marketing efforts</li>
</ul><br><b>Presenters:</b><br>Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA<br><br><b>Field of Study:</b><br>Communications and Marketing (2)<br><br><b>Major Topics:</b><br><ul>
    <li>Challenges of marketing CPA firms</li>
    <li>Developing marketing strategy&nbsp;</li>
    <li>Elements of a marketing plan</li>
    <li>Example: CPA firm marketing plan</li>
    <li>Marketing regulatory/AICPA issues</li>
    <li>Picking the right marketing channels&nbsp;</li>
    <li>Marketing channel statistical analysis&nbsp;</li>
    <li>Developing marketing metrics</li>
</ul><br />Location:<br />Webinar<br /><br />,  
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