The CFO Playbook: From Year-End Close to New-Year Clarity

Ready to trade financial stress for strategic success? This webinar series is your essential guide to closing the books with confidence and kicking off a profitable new year. We’ll provide the playbook agency finance and ops leaders need to master their end-of-year processes and build a powerful plan for growth.

Join us to get actionable insights on:

• End-of-Year Best Practices: Learn how to streamline your year-end close, avoid common spending mistakes, and use key data to get a full picture of agency health.
• Starting the New Year Strong: Discover the first financial moves to make in January, how to align your budget with resource needs, and the warning signs to watch for in Q1.
• Revenue Forecasting and Growth: Move beyond guesswork. We’ll share proven methods for building reliable revenue forecasts and plugging the most common agency profitability leaks.

Speakers

Chrissie Niedens – CFO @ Simantel
With more than a decade of financial leadership at Simantel, Chrissie Niedens serves as Chief Financial Officer, overseeing the agency’s financial strategy, operations, and performance.

Since joining Simantel in 2010, Chrissie has advanced through roles of increasing responsibility—from Staff Accountant to Controller and now CFO—building a reputation for fiscal discipline, operational rigor, and strategic foresight.

In her current role, Chrissie guides the agency’s long-term financial planning and ensures accountability across all accounting and reporting functions. She collaborates closely with Simantel’s executive leadership to align business objectives with sound financial management, optimize profitability, and drive sustainable growth.

Based in Peoria, Illinois, Chrissie continues to strengthen Simantel’s financial foundation, ensuring the agency’s stability and readiness for the future.

Drew Stein – Principal Consultant @ Premier Consulting & Integration
Drew Stein brings 15 years of expertise in process improvement and ERP systems, with 8 years focused specifically on the advertising and marketing industry. As a specialist in implementing Deltek WorkBook, Drew Stein helps agencies streamline processes, gain efficiencies, and drive profitability. With a deep understanding of how effective workflows and technology can transform businesses, Drew has guided numerous agencies toward sustainable growth.