Account and Project Management

Seminar Synopsis

We have reconfigured our popular Account and Project Management seminar this year, making it longer (now it spans two days) and bringing in expert Jenny Plant as a speaker. The result is an intensive two-day crash course on all things account and project management. Those just starting to explore the subject and those who have been steeped in it will both benefit greatly.

Strong client management and project management is no substitute for great work, but it is key to the success of growing client relationships, and therefore growing a successful practice.


Jenny Plant is the owner of Account Management Skills. She has 30 years of experience working mostly in account management, and has worked as a consultant for over 10 years. Jenny now coaches agency account managers to keep and grow business through her account accelerator program, providing a step-by-step process to help them adopt the right mindset and skill to create a client-centric plan to increase revenue. Jenny comes to us from London.
David C. Baker is an author, speaker, and advisor to entrepreneurial creatives worldwide. He has written 5 books, advised 900+ firms, and keynoted conferences in 30+ countries. His work has been discussed in dozens of international publications. The NY Times referred to him as the expert’s expert. He co-hosts the most listened to podcast in the creative services field (2bobs).



Monday, March 13 at 9am through Tuesday, March 14 at noon


Monday Night Garage in Atlanta, GA


$1,600 per attendee. Use "earlyampm" for $225 off by Feb 17.

Agenda (subject to change)


  • 9:00: Introduction + Introductions
  • 9:30: How the roles fit in the bigger picture, the distinction between AM/PM, the critical principles to follow, and how much of each role is necessary
  • 11:00: The essential principles of great account management
  • 12:30: Lunch (provided)
  • 1:15: The essentials of great project management
  • 2:30:  AMs and PMs working together in practice
  • 3:30: Break and Happy Hour


  • 9:00: Mapping personality profiles to the AM and PM role, and where your strengths lie
  • 10:00: How to grow an account
  • 11:15: Role-playing client conflict
  • 12:00: Break


Not included, but suggested booking at Bellyard Hotel.


Savvy firms know that clients are far more likely to notice poor customer service and deficient project management long before they notice subpar effectiveness. It’s no excuse for sloppy work, of course, but if you can wrap great work inside strong client management and project management, you’ll have the best of both worlds.

These two elements could stand to have a separate event for each, but they are so closely intertwined that it makes sense to cover them both together (although the best firms use separate personnel for the two functions). So we’ll cover all the important elements of both, but we’ll also explore the relationship between the two and what strengths are unique to both.

Here’s a simple three-part test for effective client managers. These three scenarios—if handled well— point to a strong account executive who can effectively do what may be the most difficult in an agency: straddle the fence between advocating for the client and advocating for the agency.

  1. How early can the new business department hand off a warm lead to an account manager to close the first project in a long and prosperous relationship?
  2. How effectively do the account people grow their accounts over time?
  3. How well do client managers manage tense situations with presence and grace?

The project management department, on the other hand, is responsible for six functions of varying importance: objective pricing, capacity prediction and management, integration of outside resources, quality control, use of hours in the budget, and deadline compliance. It takes a very specific personality profile to comfortably do this exceedingly well over time. It also requires a unique and positive commitment to advanced project management.

This two-day seminar will change how you see everything about these two roles. We’ll start with understanding the overall structure of the roles and how each department interfaces effectively with other departments, noting the nuances that help build cooperation.

Then we’ll look in detail at the specific job descriptions of each role, and you’ll be a little surprised at what you should and should not be doing.

Next we’ll examine personality profiles and how they map to both roles. Many firms are leaving hundreds of thousands of dollars and the table and letting things slip through the cracks, simply by not having the right people in the right seats. There are best practices related to this that are helpful to understand.

Then we’ll flip to the other side and review the very specific elements of treating clients the way they say that want to be treated. This data is based on thousands of client interviews, compiling the clearest signals for top- performing firms.

Following on that theme, and based against a background of fully satisfied clients, we’ll look at a few key strategies to grow your best accounts. Qualified account people do grow accounts effectively, and that’s part of what makes them so valuable to creative firms.

Finally, we’ll look very specifically at how to manage tension—healthy and otherwise—to maneuver personnel roadblocks and enhance your personal effectiveness.

This is a completely reworked seminar only offered once per year. It is also limited to 60 attendees to improve the quality of the interaction and leave as much time for discussion and questions as possible.

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