Chad Person
Chief Marketing Officer
Clark Schaefer Hackett
Cincinnati, OH, USA

Denise Vendrick
Director of Marketing
Faw Casson
Dover, DE, USA

Stacy Dreher
Firm Marketing Manager
James Moore & Co., P.L.
Gainesville, FL, USA

Casey Blake
Marketing Manager
Edelstein & Company, LLP
Boston, MA, USA

Heather Halligan
Marketing Specialist
Hungerford Nichols CPAs + Advisors
Grand Rapids, MI, USA


May 29, 2018 @ 2 pm ET / 1 pm CT / 12 pm MT / 11 am PT

Program Level: Intermediate | Prerequisites & Advanced Prep: None
CPE: 1 hr. in Marketing | Delivery Method: Group Internet Based


As more firms focus on top-line growth, marketers are often asked to get directly involved in sales. While it is natural for marketers to want to shy away from crossing the marketing/sales divide, one way marketers can make an impact is to help firms create the right sales approach. Attendees of this session will learn more about:

• Define "Business Development" and "Growth," and gain buy in from managers, principals and partners about their roles in driving both.
• Create a basic methodology for "delivering" business development.
• Sift through the clutter of various sales processes and vendors.
• Measure and show success to gain more "converts."

In this session, we’ll discuss how marketers can help to create the sales process without becoming sales people themselves.

About Our Speaker
Sarah Johnson Dobek
President & Founder

As the founder and leader of Inovautus Consulting, Sarah has lived her passion by developing strategies, programs and training designed to help accounting firms grow faster and in the right direction. Sarah’s ability to understand where an organization is starting from, matched with her disciplined approach to best practices, drives results for firms and helps them to evolve. During her years as Director of Marketing for a Chicago-based accounting firm and the Director of Consulting Services at PDI Global, Sarah learned the nuts and bolts of public accounting firms and the importance of having marketing and management strategies aligned to achieve growth. 


• Click the Connect link above for connection information.
• Handout materials will be forwarded to participants shortly before the webinar. 
• Sign-up sheets are needed if you are meeting as a group; click Connect for more information.
• This webinar will be recorded; the recording and handouts will be sent to members and available in the Knowledge Bank after the webinar.
• AGN cannot award CPE for listening to the recording.

NASBA Requirements:
• Proctor to verify participation (if meeting as a group).
• 3 polling questions per 50-minute hour; participants must answer all questions to receive full CPE credit. 

Canadian Members: 
Submit your CPE certificate to your Provincial Institute to qualify for CPD.




Cost/Cancellation:  Members-only free webinar; notify Wendy to cancel registration. 
Refund Policy:        n/a

Record Retention:  All CPE records are kept in the AGN database for 5 years
Complaint Resolution:  Contact Kathy Sautters, NA Regional Director, at  303-743-7880, option 1 

AGN International - North America Inc. 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:

AGN International - North America, Inc. is also registered with the Texas State Board of Public Accountancy.