The Whetstone Group, Inc. -- In The News

"This guy is amazing! Great content, very practical. Stuff I can use right away. Sign me up for any Bildstein session anytime, anywhere."
-- Attendee at "Marketing a Niche" Seminar, Association for Accounting Marketing's 2005 Summit.

Recent and Planned Speaking Engagements:

We have had the opportunity to speak at numerous conferences and seminars. Below find a list of some of our recent engagements and a peek at our upcoming schedule. If you are interested in learning more about topics, or scheduling a speaking engagement, please email info@thewhetstonegroup.com.

Larry Bildstein:

AIA North Carolina 2007 Design Conference
Sept. 13-15, 2007
New Bern, NC
Topic: Transform Your Business Development Program and Improve Results

Community Banking Advisory Network Summer 2007 Conference
June 20-22, 2007
Avon, CO
Topic: Approaches & Best Practices to Accomplish More Revenues & a Higher Degree of Satisfaction from Existing Clients

Association for Accounting Marketing 2007 Summit
June 6-8, 2007
Savannah, GA
Topic: Bringing Sales, Marketing & Client Service Together

Association for Accounting Marketing's
AAM High Quarterly Virtual Learning Series
September 14, 2006
Topic: Developing an Effective Sales Organization

Association for Accounting Marketing 2006 Summit
June 14-16, 2006
Denver, CO
Topic: Developing an Effective Sales Organization.

RSM McGladrey Network Forum '06
June 4-7, 2006
Chicago, IL
Topic: The Art of Execution: How to make sure your marketing plan gets implemented.

Iowa Banker's Association Peer Group
May 19, 2006
Johnston, IA
Topic: Growth planning and implementation.

RSM McGladrey Network NetGroup Meeting
October 2005
Chicago, IL
Topic: The managing partner's role in managing the sales process. Co-presented with Lisa Rhatigan.

Association for Accounting Marketing 2005 Summit
June 8-10, 2005
Orlando, FL
Topic: Marketing a niche: Arm yourself with the information to build a business case to partners so they will take actions that align the entire firm around a niche strategy.

RSM McGladrey Network Forum '05
May 17, 2005
Las Vegas, NV
Topic: Linking your marketing efforts to your firm's profitability: Identifying how marketing can impact your profitability and tactics to improve the ROI on marketing activities. Co-presented with Lisa Rhatigan.

2005 NSA Winter Conference presented by APA
January 2005
Miami Lakes, FL
Topic: Niche marketing: How to make a niche team work more effectively.

Lisa Rhatigan:

Webinar - Sponsored by the Society for Marketing Professional Services
March 18, 2008
Topic: How to Get the Most Out of Direct Marketing.

RSM McGladrey Network Forum 2007
June 3-5, 2007
Washington, DC
Topic: Member of panel discussing industry best practices.

AICPA Accounting Firm Marketing Forum
November 9-10, 2006
New York, NY

CADCA Fall 2006 Networking & Roundtable Session
October 28, 2006
Phoenix, AZ
Topic: Marketing best practices.

HCAA Fall Conference
October 20, 2006
Kansas City, MO
Topic: How to implement a marketing toolkit aimed to increase HCAA brand recognition and differentiate member firms.

RSM McGladrey Network Forum '06
June 4-7, 2006
Chicago, IL
Topic: The Art of Execution: How to make sure your marketing plan gets implemented.

NSA Winter Conference
January 5-6, 2006
Atlanta, GA
First session: Improving recruiting and retention with effective business development.
Second session: Making your proposals - and the proposal process - more effective.

Law Marketing Association (LMA)
New England Chapter
November 18, 2005
Boston, MA
Topic: Facilitating a panel of professionals to discuss approach to client loyalty and how to apply to their industry.

HCAA Fall Conference
October 27-28, 2005
Nashville, TN
Topic: The three "secrets" for effective business development.

RSM McGladrey Network NetGroup Meeting
October 2005
Chicago, IL
Topic: The managing partner's role in managing the sales process. Co-presented with Larry Bildstein.

RSM McGladrey Network Practice Growth Conference
August 22-25, 2005
Chicago, IL
Topic: The art of execution - Getting your marketing plan implemented.

APA SuperConference
July 27-29, 2005
Chicago, IL
Topic: Marketing vs. sales and the importance of balancing the two.

Carrie Steffen:

Cedar Rapids Area Chamber Academy
"Making the Most of Your Marketing Dollars"
May 27, 2008
Cedar Rapids, IA
Topic: Setting priorities with a limited budget - How to focus your marketing activities for maximum results.

AICPA's "Tax Strategies for High Net Worth Individuals"
May 7, 2006
Las Vegas, NV
Topic: Building a high net worth practice - strategies and tactics for growth.

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