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Marketing and business development in an accounting firm isn’t simple. You’re navigating partner expectations, driving growth in a relationship-based industry, supporting multiple service lines, managing cross-functional strategies (brand, digital, events, proposals, CRM), and everything in between. On top of that, you’re expected to show measurable impact. 𝗧𝗵𝗲 𝗔𝗔𝗠 𝗦𝘂𝗺𝗺𝗶𝘁 𝗶𝗻 𝗠𝗮𝘆 𝗶𝘀 𝗯𝘂𝗶𝗹𝘁 𝘀𝗽𝗲𝗰𝗶𝗳𝗶𝗰𝗮𝗹𝗹𝘆 𝗳𝗼𝗿 𝗽𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹𝘀 𝗹𝗶𝗸𝗲 𝘆𝗼𝘂. This isn’t a generic marketing conference. It’s a focused gathering of accounting marketers and business developers who understand: - The complexity of firm culture and partner dynamics - The challenge of moving from “order taker” to strategic advisor - How to align marketing and BD with firm growth goals - What’s actually working in proposal strategy, digital, niche marketing, and cross-selling - How to elevate the perception of marketing inside a firm Whether you’re an AAM member or exploring the community for the first time, this Summit is where strategy gets sharper, confidence gets stronger, and meaningful connections are built. If you’re serious about growing your influence and your firm’s impact, join us in May.

If you work in accounting marketing or business development, you know the role is evolving. Firms expect more. Growth goals are higher, competition is sharper, digital expectations are greater, and the need for strategic leadership from marketing and BD has never been clearer. 𝗧𝗵𝗲 𝗔𝘀𝘀𝗼𝗰𝗶𝗮𝘁𝗶𝗼𝗻 𝗳𝗼𝗿 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝗠𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴 (𝗔𝗔𝗠) 𝗔𝗻𝗻𝘂𝗮𝗹 𝗦𝘂𝗺𝗺𝗶𝘁 𝗶𝘀 𝘄𝗵𝗲𝗿𝗲 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭𝘴 𝗶𝗻 𝗼𝘂𝗿 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗰𝗼𝗺𝗲 𝘁𝗼𝗴𝗲𝘁𝗵𝗲𝗿 to talk about what that evolution really looks like. You’ll engage with peers who are: - Driving measurable firm growth - Building accountable BD programs - Strengthening partner engagement - Modernizing firm brand and digital strategy - Proving marketing’s value in tangible, executive-level terms This Summit isn’t about theory. It’s about 𝗽𝗿𝗮𝗰𝘁𝗶𝗰𝗮𝗹 𝗶𝗻𝘀𝗶𝗴𝗵𝘁 𝗳𝗿𝗼𝗺 𝗽𝗲𝗼𝗽𝗹𝗲 𝘄𝗵𝗼 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝗽𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝘀𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝘆. If you’re an AAM member, this is one of the most powerful ways to deepen your involvement. If you’re not yet a member, this is your opportunity to experience the strength of this community first-hand. Join us in May to learn, connect, and lead with greater clarity. Secure your spot today.

The real value of the 𝗔𝘀𝘀𝗼𝗰𝗶𝗮𝘁𝗶𝗼𝗻 𝗳𝗼𝗿 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝗠𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴 (𝗔𝗔𝗠) 𝗔𝗻𝗻𝘂𝗮𝗹 𝗦𝘂𝗺𝗺𝗶𝘁 isn’t just the sessions. 𝘐𝘵’𝘴 𝘵𝘩𝘦 𝘱𝘦𝘰𝘱𝘭𝘦. It’s sitting next to someone who understands what it’s like to roll out a new CRM across a resistant partner group. It’s learning how another firm successfully launched a niche. It’s hearing how someone positioned marketing as a growth driver (not a cost center). And it’s walking away with contacts you’ll call long after the Summit ends to share ideas and ask each other questions. Accounting marketers and business developers operate in a unique space; one that requires influence, patience, strategy, and resilience. The AAM Summit in May is where our community gathers. It’s where relationships deepen, and you see what’s possible when you’re surrounded by peers who truly understand your role. AAM member or not, if you’re ready to strengthen your strategy and expand your network in a meaningful way, we’ll see you there.

Marketing and business development inside accounting firms has changed. Growth is no longer about running more campaigns or chasing more tactics. It’s about capability. Alignment. Execution. And credibility inside your firm. The AAM Summit 2026, May 18–20 in Palm Springs, is designed for accounting firm professionals who are expected to do more than “support growth.” It brings together marketers, business developers, and growth leaders at every stage, from first-time firm marketers to CMOs and VPs, for three days focused on building the skills, confidence, and operating models firms need right now. This is not a surface-level conference. And it is not theory for theory’s sake. The agenda is built around hands-on workshops, real firm case studies, and practical frameworks covering topics such as: • Using AI strategically, not just tactically, across marketing and business development • Aligning marketing, sales, and partners around clear growth priorities • Elevating marketing’s role from execution to strategic influence • Turning data, dashboards, and insights into decisions leaders trust • Building scalable approaches that work across firm sizes and complexity Sessions are intentionally designed by experience level, so whether you are building your foundation or leading firm-wide strategy, you can self-select the learning that will move you forward fastest. You will leave with sharper priorities, stronger execution confidence, and a clearer point of view on how growth should actually work inside your firm. If your role touches revenue, reputation, or firm direction, this is not just a conference to attend. It is an opportunity to accelerate your effectiveness before the next planning cycle begins. See you in Palm Springs, May 18–20, 2026

If you are responsible for marketing, business development, or firm growth, you already feel the pressure. Growth targets are higher. Competition is tighter. And many of the old playbooks are no longer producing the same results. The question is not whether you should be investing in growth. It’s whether you are learning from the right people. Many firms are investing more in growth, but very few are confident they are investing in the right places. The AAM Summit 2026, May 18–20 in Palm Springs, brings together accounting firm marketers, business developers, and growth leaders from across the profession. This is not a vendor-driven conference. It is not theoretical marketing content. It is designed to meet you where you are, whether you are building your foundation or leading firm-wide growth strategy. It is three focused days on what is actually working inside accounting firms today, and what no longer deserves your time or budget. You will spend time on topics such as: • Building predictable, higher-quality pipelines without damaging firm credibility • Aligning marketing and business development with partner expectations • Differentiating your firm in a market where many firms look the same • Making smarter decisions about digital, AI, brand, and resource allocation You will leave with clearer priorities, better questions for partners, and more confidence in where to focus your effort and spend. Just as importantly, you will be in the room with people who understand the complexity of accounting firm growth, and the realities that come with it. If you are accountable for results, not just activity, this is where your peers are calibrating their thinking before the next planning cycle. Palm Springs | May 18–20, 2026

If firm growth is part of your job description, this is the conference to put on your calendar! The Association for Accounting Marketing Summit 2026 brings together accounting firm marketers, business developers, and growth leaders for three days of peer learning, meaningful connections, and actionable insight. Palm Springs May 18–20, 2026 #AAMSummit