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Wednesday, December 16, 2020 Webcast

Growing a Cannabis Niche in New Jersey: Strategies for CPA Firms (E2012904)

8:30 AM - 9:30 AM EST

Registration: 8:15 AM EST


Webcast , NJ

1.0 CPE Credits in SK


Learn what you need to know to serve clients in New Jersey’s forthcoming adult-use cannabis industry.


CPAs and financial professionals serving business clients


The market and need for accounting, tax, advisory and valuation services for the cannabis and hemp industries is growing exponentially across the country and around the globe. It is expected that the cannabis industry will generate over $20 billion in revenue by 2025. New Jersey voters overwhelmingly approved a constitutional amendment to legalize adult-use cannabis, and legislative and regulatory measures are underway to create and monitor this new industry.

Attend this webinar to:

  • Get an overview of the cannabis and hemp business marketplace.
  • Explore future growth of the marketplace.
  • Learn about the types of services CPA firms provide -- both compliance and advisory.
  • Discover strategies and techniques for obtaining cannabis clients.








Joanna Castle

Joanna Castle

Marketing Consultant

Accountants Advisory Group, LLC

Joanna Castle is a Digital Marketing and Social Media Consultant with Accountants Advisory Group. Joanna specializes in assisting accounting and advisory firms develop their professional brands through strategic marketing and digital communications, website, and social media management, thought leadership, and event planning. With experience in business development and lead generation, and project and account management, Joanna coaches’ professionals in social media best practices, including LinkedIn, Facebook, Twitter, and YouTube. She also assists clients with blog writing and publishing, graphics design for social media posts, personal branding, and she is experienced in online business tools, including CRMs and cloud storage platforms. Her background includes a position as a Social Media Marketing Coordinator, a recruiting professional for the tech industry in Silicon Valley, the founder of a business to assist college students with organizational skills, and as an assistant teacher at an elementary school.

Since 2016 Joanna has assisted accounting and advisory firms develop brands and specialty practices for the cannabis and hemp industries. As a marketing consultant in Accountants Advisory Group’s The Growth Zone®, she is very knowledgeable regarding industry news and updates, marketing and branding strategies, website design, lead-generation, event planning, email marketing campaigns, and cloud storage solutions with Google Drive. Joanna’s work has generated increased brand recognition and business development opportunities for numerous accounting professionals.

A graduate of Denison University, Joanna earned a B.A. degree in Communication and Education.

Nancy Damato

Nancy Damato


Accountants Advisory Group, LLC

Nancy A. Damato is the co-founder and President of Accountants Advisory Group and the Senior Consultant, Marketing & Business Development. Nancy has 25 years of accounting firm marketing experience, including with two Big 4 firms, a large national firm and a medium-size regional firm.

Throughout her career, Nancy has been instrumental in developing and implementing many firms’ marketing plans, strategies and initiatives and in assisting partners achieve their growth goals and attain higher levels of success. She has spearheaded innovative marketing and branding strategies and campaigns that have expanded market share, raised brand awareness and increased firm profitability. She has managed all facets of marketing and practice development programs, developed marketing infrastructures, marketing departments and budgets, and implemented targeted industry and niche marketing plans. Nancy has developed and managed internal and external marketing communications and thought-leadership initiatives, including seminars and speaking engagements, published articles and whitepapers, websites and SEO, branding, advertising, social media and public relations campaigns, marketing collateral and promotional materials, PowerPoint presentations and CRM selection and implementation.

Effective with firms ranging from two to 100 + partners, Nancy coaches partners in their marketing plans and guides their practice development activities. She counsels partners individually and in groups and works closely with them to define their marketing goals and enhance their business development skills. She assists partners in targeting and developing relationships with potential clients and key referral sources. Nancy also assists partners with their LinkedIn and other social media activities, in responding to requests for proposals and in managing any outside marketing vendor relationships.

Since the beginning of her career in accounting firm marketing, Nancy has been a member of the Association for Accounting Marketing. She is one of the founding members of the New York Metropolitan chapter of this national organization.

Nancy earned a Bachelor of Science Degree in Marketing and Management from Montclair State University in Montclair, New Jersey.


$39.00 - Member

$49.00 - Nonmember

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