Figuring Out: Top AI Tools for CPA Thought Leaders | Podcast #EP33 1 Credit
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Welcome to another exciting Episode of W.T.F. with Saul! The marketing game has changed—and CPAs don’t need flashy agencies or endless budgets to grow their personal brands. Instead, they can take control of their content strategy—with the help of AI.
In this CPE Episode of W.T.F. with Saul, we sit down with Matt Banker, a marketing strategist who specializes in helping CPAs grow through digital marketing, to discuss why thought leadership is the key to modern accounting firm success and how accountants can use AI to create powerful content without outsourcing their thinking. We’ll break down why clarity beats clever marketing tricks, how accountants can consistently create valuable content, and how to leverage AI without losing authenticity. We’ll break down why clarity beats clever marketing tricks, how accountants can consistently create valuable content, and how to leverage AI without losing authenticity.
Key Topics:
In this CPE Episode, we’ll explore how CPAs can confidently create client-attracting content, build their authority online, and implement a simple, repeatable strategy that works—without needing a marketing agency or sacrificing their time.
| License details | Credits | Status |
|---|---|---|
| Communications and Marketing for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Specialized Knowledge for CPA in Canada | 1 CPD | Eligible |
| Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
Credit
1
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
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Businesses that make money through digital marketing are not always the ones that have the best product or service, they are the ones that are clear.
I help accounting firms develop a digital marketing eco-system that consistently brings in leads for their business.
We don’t reinvent the wheel with cute, overly clever marketing tricks. We bring radical clarity and clear strategy to your marketing so it cuts through the noise and gets results. My team and I help our clients to be smart with their marketing.
As Director – Partnerships, Content Strategy, and M&A Advisory, I lead strategic initiatives at the intersection of growth, education, tax, and transaction advisory within the accounting and professional services industry.
I collaborate with thought leaders, firms, and content creators to drive high-impact partnerships and deliver compliance-ready, insightful content for professionals. My focus on content strategy ensures subject matter experts are positioned to educate, influence, and scale their reach across the MY-CPE ONE platform and the broader continuing education ecosystem.
In the M&A and advisory space, I work closely with private equity firms, accounting leaders, and advisors to create educational resources that support practice growth, succession planning, and deal execution. Through podcasts, webinars, and curated learning experiences, my goal is to enable smarter dealmaking and build stronger professional alignment.
Additionally, I support firms in delivering high-value tax advisory content, empowering professionals to stay ahead of regulatory changes, enhance client outcomes, and develop deeper technical capabilities through modern, practical education
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