The 2025 AAM Summit provided insights into current industry trends and strategies for overcoming new challenges. Sessions covered business development leadership, AI advancements, and great Canva hacks. Whether you're a team of one or 100, these recordings will equip you to drive significant outcomes at your firm.
New for 2025:
Level Workshops: These workshops are more than just presentations—they’re experiences designed to spark creativity and foster meaningful connections. Review the session most applicable to your experience level and job function.
View the full list of recorded sessions below.
Distributors may purchase multiple copies of packages to distribute to learners, and follow their progress. Bulk discounts are below.
| Quantity | Price per voucher |
|---|---|
| 1+ | $0.00 |
| [Level Workshop - Business Development] Transforming Business Development: LinkedIn Sales Navigator Strategies to Earn Client Relationships that Last |
| [Level Workshop - Business Development] Transforming Business Development: LinkedIn Sales Navigator Strategies to Earn Client Relationships that Last Recording | ||
| About Mark Jamnik | ||
| About Mike Jones |
| [Level Workshop - Intermediate] An Interactive Brand Storytelling Workshop |
| [Level Workshop - Intermediate] An Interactive Brand Storytelling Workshop Recording | ||
| About Jed Morley |
| [Level Workshop - Next Gen] Driving Marketing Results with Content |
| [Level Workshop - Next Gen] Driving Marketing Results with Content Recording | ||
| About Heather Tice |
| [Micro Learning Case Study] Aligning Your Content Marketing Strategy to Firm Objectives |
| [Micro Learning Case Study] Aligning Your Content Marketing Strategy to Firm Objectives Recording | ||
| About Paul Boechler | ||
| About Jamie Miller |
| [Micro Learning Case Study] How Accounting Firms Can Finally Fix Their Proposal Problems |
| [Micro Learning Case Study] How Accounting Firms Can Finally Fix Their Proposal Problems Recording | ||
| About Jennifer Faulkner |
| [Micro Learning Case Study] Modernizing the CPA Firm Tech Stack: Leveraging CRM & Marketing Automation for Growth |
| [Micro Learning Case Study] Modernizing the CPA Firm Tech Stack: Leveraging CRM & Marketing Automation for Growth Recording | ||
| About Chris DiPietro |
| [Micro Learning Case Study] Personalization: Deliver the Right Content to the Right Visitor at the Right Time |
| [Micro Learning Case Study] Personalization: Deliver the Right Content to the Right Visitor at the Right Time Recording | ||
| About Brian McKeiver |
| [Micro Learning Case Study] Unlocking Post-M&A Growth: Empowering Business Development and Marketing Teams Through Digital Transformation |
| [Micro Learning Case Study] Unlocking Post-M&A Growth: Empowering Business Development and Marketing Teams Through Digital Transformation Recording | ||
| About Adam Klein |
| [Micro Learning] Optimize for AI: Your Guide to Getting Found in the New Search Era |
| [Micro Learning] Optimize for AI: Your Guide to Getting Found in the New Search Era Recording | ||
| About Brian Swanson |
| [Workshop] Advanced Canva Hacks I Wish I Knew Sooner |
| [Workshop] Advanced Canva Hacks I Wish I Knew Sooner Recording | ||
| About Becky Livingston |
| [Workshop] Conquer 25 Years of Technology in the Next 12 Months |
| [Workshop] Conquer 25 Years of Technology in the Next 12 Months Recording | ||
| About Joy Youell |
| [Workshop] Making the Business Case for Investing in Growth |
| [Workshop] Making the Business Case for Investing in Growth Recording | ||
| About Alex Drost, CPA |
| Breaking Barriers: Mastering Coaching in Business Development and Marketing |
| Breaking Barriers: Mastering Coaching in Business Development and Marketing Recording | ||
| About Gary Kustis, Ph.D. | ||
| About Cynthia Tonet-Stewart, M.S., M.S.Ed. |
| Communicating Your Firm's Right-Shoring Leverage |
| Communicating Your Firm's Right-Shoring Leverage Recording | ||
| About Cassandra Bae | ||
| About Roger Martinez |
| Creating Better Videos: Video Production for any Skill Level |
| Creating Better Videos: Video Production for any Skill Level Recording | ||
| About Sam Crist | ||
| About Ryan McClain |
| Creating Value While Selling in the Trenches with Partners |
| Creating Value While Selling in the Trenches with Partners Recording | ||
| About Nikki Burgeson |
| Elevating Client Experience with Meaningful Metrics |
| Elevating Client Experience with Meaningful Metrics Recording | ||
| About Arianna Campbell |
| Growth Hacking Your Firm: The Cross-Selling Playbook |
| Growth Hacking Your Firm: The Cross-Selling Playbook Recording | ||
| About Sarah Cirelli | ||
| About Eric Gregg |
| Insights in Action: Leveraging Budget Trends for Success |
| Insights in Action: Leveraging Budget Trends for Success Recording | ||
| About Stacy Dreher | ||
| About Will Casserly |
| Leveraging CRM and MAP Reports to Achieve Your Marketing Goals |
| Leveraging CRM and MAP Reports to Achieve Your Marketing Goals Recording | ||
| About Wayne Larson |
| Marketing to Scale Your CAS Practice from Main Street to Market Leader |
| Marketing to Scale Your CAS Practice from Main Street to Market Leader Recording | ||
| About Colette Sharbaugh | ||
| About Holly Shier |
| Mastering Calendar Blocking |
| Mastering Calendar Blocking Recording | ||
| About Jason Blumer, CPA |
| Mastering the Art of Strategic Questions: A Game-Changing Approach to Business Development |
| Mastering the Art of Strategic Questions: A Game-Changing Approach to Business Development Recording | ||
| About Angel Morgan |
| Navigating Resistance to Change |
| Navigating Resistance to Change Recording | ||
| About Victoria Grady |
| Navigating Vendor Relationships for Marketing Success and Firm Growth |
| Navigating Vendor Relationships for Marketing Success and Firm Growth Recording | ||
| About Beth More | ||
| About David Toth |
| The Growth Leader's Journey: Building Strategy, Trust, and Impact |
| The Growth Leader's Journey: Building Strategy, Trust, and Impact Recording | ||
| About Lori Langholz | ||
| About Evan Tierce |
| Using Technology to Automate and Measure Live Event ROI |
| Using Technology to Automate and Measure Live Event ROI Recording | ||
| About Tiffany Orth | ||
| About Kristen Petrel |
| What’s Inside Counts: Building Internal Alignment to Drive Performance |
| What’s Inside Counts: Building Internal Alignment to Drive Performance Recording | ||
| About Alice Grey Harrison |
| Your Guide to Successful Audience Segmentation |
| Your Guide to Successful Audience Segmentation Recording | ||
| About Cece Roeder |