2018 & Beyond: Budgeting Essentials: P&L Forecasting & Analysis

Location Details:
4A's Webinar

Webinar Recording Available!

Please Note: Unless otherwise stated, all webinars are scheduled in Eastern Time.

Have you created your budget for 2018? At the end of this webinar, you will understand all the inputs required to go from “blind” to “clear” financial planning, so that you’re better able to predict the future of your agency and in turn make more informed decisions.

What Will You Learn:
  • The importance of accrual-based accounting
  • Reflective budgeting
  • How to create a realistic budget for 2018
  • How to structure your pipeline
  • Key budgeting considerations
  • When and why to reforecast
Who Should Attend

Independent, small to mid-sized agency owners, partners, CFO, COOs, finance teams, and/or investors

About The Webinar Series Leader

Andrew Suzuka, CEO/Founder, Optimization Partners
With 20+ years of agency management experience, Andrew’s belief is that every agency owner has three choices when it comes to the future of their agency: acquisition, bankruptcy, or inheritance. Since no one wants to go out of business, and most next-of-kins are busy building their own lives, planning for scale and (eventual) sale needs to be the modus operandi. From growing his own experiential agency, to scaling and selling the leading millennial-focused creative shop, Noise, to leading its eventual merger into Deep Focus, Andrew has been involved in every aspect of building, running, and selling successful agencies. In 2016, Andrew launched Optimization Partners, an NYC-based outsourced financial management company focused on helping small to mid-sized agencies better concentrate on the work, growth, and profitability.

Alana Moses, Senior Accountant, Optimization Partners
Before entering the agency finance world, Alana worked as an auditor for Ernst & Young. This experience, combined with two subsequent years as a entrepreneur within the service-based business, provided her with an incredible foundation of knowledge for how agency finances need to be planned for and managed. As the Finance Director of Noise, Alana oversaw financial planning, analysis, and reporting into The Engine Group and subsequently, Lake Capital. At Optimization Partners, she helps set client budgets, manages cash flow, and provides insights from data that helps owners make much better and informed decisions.

Optimization Partners
For 20 years, we’ve worked on the agency side…building, running, and eventually selling our own agencies. Today we’re focused on helping others grow theirs by providing fully outsourced financial management combined with experienced agency management consulting. Think of us as your outsourced CFO/COO team.

Pricing For Individual Webinar

Member Pricing Non-Member Pricing
  • Single Registrant: $149
  • Full Conference Room + Action Guide: $349*
  • Unlimited Access + Action Guide: $999**
  • Single Registration: $259
  • Full Conference Room + Action Guide: $699*
  • Unlimited Access + Action Guide: $1,299**

Purchase the entire series (that’s 3 webinars) for a special bundle price!
Learn how today.

Member Pricing Non-Member Pricing
  • Individual: $375
  • Conference Room*: $949
  • Unlimited**: $2,699
  • Individual: $660
  • Conference Room*: $1,875
  • Unlimited**: $3,499

* Full Conference Room provides one link to use in a Conference Room. No limitation on number of viewers.
** Unlimited Access gives each employee the chance to view the webinar from his or her own computer. A special link will be sent to one person that can then be forwarded to the rest of the agency. At the conclusion of the webinar, a link to the recorded webinar will be sent to the agency or company that signed up for the Unlimited Access option. This link is available for 2 weeks.

EXCLUSIVE Action Guide provided with all Conference Room or Unlimited webinar purchases. These Action Guides allow for a facilitated group discussion after the webinar has ended so that the learning can be immediately applied on the job.

A 10% cancellation fee will be applied to any cancellation. 4A’s may in rare instances, and on short notice, need to reschedule, abbreviate or even cancel a program or may need to substitute a speaker; this may be caused, for example, by severe weather or other force majeure events. We will provide the earliest notice that we are reasonably able to provide under those circumstances.

Please contact webinar@aaaa.org | 212-850-0742