Entries by Marketing Team

CEI Goes on Tour for the Legal Marketing Association

In partnership with the Legal Marketing Association, CEI was selected by three Midwestern chapters to present an interactive session on how the “Advisor of the Future” will evolve by 2020. The workshop incorporated gamification to determine which distinctive competencies of the future are most relevant.

CEI Co-Founder to present at Association of Accounting Marketing 2018 Conference

Over 500 marketing and business development professionals will attend the May 14 – 17 Think Fresh conference in Portland, Oregon. Marc Rosen was selected as one of the speakers and will lead a workshop on Key Account Planning – Winning Strategically: Prospect Planning Protocol for Business Development Professionals. Click here to learn more about the […]