AI & Automation in Marketing

AI and automation can greatly improve our efficiency in targeting and personalizing campaigns, analyzing large sets of data, and automating repetitive tasks. Is it important to consider the ethical implications of using AI such as privacy and bias? How can we ensure we are using these technologies in a responsible and transparent manner? It is crucial for us to strike a balance between harnessing the benefits of AI and automation, and valuing human creativity and strategic thinking. (This was written by ChatGPT)

SME

Apoorv Dwivedi is a highly experienced marketing professional with over 25 years of experience in the accounting and financial industry. Throughout his career, he has led marketing and digital initiatives inside some of the fastest-growing firms in the industry, consistently delivering results and driving growth.

As the founder of Fixyr, an accounting marketing consultancy, Apoorv works with clients across the USA and Canada, helping them to improve their marketing through strategy, digital marketing, and coaching.

In addition to his consultancy work, Apoorv is a sought-after speaker and instructor. He delivers marketing workshops and courses for accounting firms, sharing his expertise and helping others to succeed.

His firm, Fixyr, uses the latest best practices and strategies to improve clients' search engine visibility and drive qualified traffic. They have built a proprietary AI dashboard to analyze accounting industry content, providing valuable insights for best practices and optimization for content and both organic and local SEO.

Facilitators

Raissa Evans

Raissa joined Weaver as head of digital and lead gen in 2020, a full-service national CPA and advisory firm. She began her early career in the technology industry, then spent 12 years as head of marketing at PKF Texas, a firm recognized as a market-leader by its peers due to many industry firsts, winning more than 120 awards along the way. She founded her consultancy Running Reload LLC in 2015 where she works with clients on social optimization and Guided Marketing. 

As a pioneer of digital strategy for professional services for more than 20 years, Raissa’s led digital transformations in marketing technology, web and content strategy and lead generation customer journeys. She speaks regularly on growth strategy, marketing operations, digital performance and the like.  

She hosts AAM’s monthly Virtual Campfire video conference and was AAM Marketer of the Year 2011, was named "One to Watch" by Accounting Today's Top 100 Most Influential in Accounting, is Past President of Houston's Interactive Marketing Association, and founder of non-profit Celtic Valor, which awards scholarships to veterans.

Amanda Sturdevant

Amanda is a marketing strategist and project manager with more than fifteen years of experience in accounting marketing. In late 2022, she joined the Enterprise Marketing team at Baker Tilly, an IPA Top 10 firm, through a merger and is still feeling her way around. Prior to the merger, she spent seven years as Marketing Director at True Partners Consulting (TPC), a national tax-only accounting firm with nine offices across the U.S. At TPC, Amanda provided strategic marketing counsel to the firm’s management team, managed all forms of marketing communications, planned conferences and events, and trained firm professionals on marketing and business development topics. Prior to her role at TPC, Amanda was the Marketing Director at MorrisAnderson, a restructuring and turnaround consulting firm. She strongly believes that the most important thing an accounting marketer can do is build trust with the partners and professional staff by learning and understanding their business.

Amanda earned her MBA in Marketing Strategy & Planning and Brand Management from DePaul University’s Kellstadt Graduate School of Business in Chicago. She is also a proud alumna of the University of Wisconsin – Go Badgers! She works remotely from her home in Connecticut which she shares with her husband and two sons.

Amanda is the co-host of AAM’s Virtual Campfire video conference series and looks forward to facilitating conversations on topics that help AAM members contribute to the growth of their firms. She also serves at co-chair of AAM’s Virtual Education Committee.  Connect with Amanda on LinkedIn.    

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