The Whetstone Group, Inc. - Whetstone 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:

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.

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

Association for Accounting Marketing 2004 Summit
June 9-11, 2004
Las Vegas, NV
Topic: Building a niche practice: How to choose a niche; How to use niche marketing as a differentiator; Specific activities to grow your niche; How to ensure implementation and accountability of the niche growth plan.

AICPA's "Tax Strategies for High Net Worth Individuals"
April 19-20, 2004
Las Vegas, NV
Topic: How to grow your firm more effectively.

Lisa Rhatigan:

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.

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 Larry Bildstein.

RSM McGladrey Growth Workshop
August 2004
Chicago, IL
Topics: The value of a solid marketing plan and linking marketing to profitability.

RSM McGladrey Network Forum '04
June 6-9, 2004
Orlando, FL
Topic: Leading and building a growth culture: How to focus marketing activities to help build and sustain a growth culture in an accounting firm.

Legal Marketing Association's Midwest Conference
September 2003
Chicago, IL
Topic: Getting a positive ROI on direct marketing.

Association of Accounting Marketing 2002 Summit
June 2002
San Antonio, TX
Topic: Marketing ROI: Tactics to produce a measurable return.

Carrie Steffen:

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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