Due to recent events related to COVID-19, our April Account Executive College will be held virtually on April 21-22, 2020. This event is limited to 20 people.


Dates & Details

April 21-22, 2020

Day 1 - 10:00 - 5:00 ET (1 hour lunch break)
Day 2 - 10:00 - 5:00 ET (1 hour lunch break)

September 22-23, 2020
The Gleacher Center • Chicago, IL

Day 1 - 8:00 AM - 4:00 PM
Day 2 - 8:00 AM - 3:00 PM


Members: $1350 per person 
Non-Members: $1675 per person

For Account Executives and Account Coordinators


Day 1: Account Service Essentials

One of the most comprehensive courses available for agency account service staff, this session provides proven tactics and methods for improving account service and retaining the accounts that are so important to agency viability and growth.

Topics include:

  • Principles of account service
  • How to be proactive, not reactive, with clients
  • The importance of listening
  • Client contact reports: the most important document you create
  • How to get more billings from current clients
  • Good input: start jobs off on the right foot
  • Potential problem areas and how to remedy them
  • Agency report cards
  • Organizing the daily work
  • Working effectively with creatives
  • AE Productivity
  • Time management tactics
  • Effective ballpark estimating

Day 2: Strategic Market Planning

Agencies who are an active part of their clients’ planning process are more likely to succeed as long-term partners versus agencies who work on a project basis. Executing strategic marketing plans can support your agency’s position as a thought leader and contribute to long-term billings and profits. Leave this session ready to sell strategic marketing plans to prospects and clients.

Topics include:

  • What is a strategic marketing plan
  • Why agencies should offer planning
  • Why companies need planning
  • Characteristics of a good plan
  • The planning checklist
  • The importance of research
  • Facilitating a planning meeting
  • Writing the plan
  • Ensure clients embrace the plan
  • Tracking results