Date & Time
Wednesday, June 11, 2025
11:00–12:00 PM ET
Overview / Event Description
Prospecting always takes a back seat to client service—so why not automate it?
This 45-minute webinar explores how growth-minded CPA firms are using AI-powered agents to qualify leads, automate follow-up, and support business development—without overloading partners or hiring more staff.
You’ll walk away with clear strategies to:
- Turn AI into a digital business development assistant
- Reduce the time your partners spend on cold outreach
- Keep your pipeline warm—automatically
- Identify where AI fits into your firm’s marketing function
This is not a generic AI overview—it’s built specifically for firm leaders navigating time constraints and growth ceilings.
Who Should Attend
- Managing partners and firm owners
- Directors of growth, marketing, or operations
- Partners and managers involved in business development
- Anyone leading or supporting top-of-funnel initiatives in a CPA firm
Speakers
Chad Person – Founder, AccountingCMO
Fractional CMO specializing in growth strategy and AI enablement for CPA firms
Nick Caruso – Co-Founder, KnowledgeNet.ai
AI advisor focused on automating outreach and qualification for service-based businesses