Certified Agency Financial Management Seminar

Want profits? Then you must learn how to take the money you make and turn it into bigger bucks. This seminar offers two jam-packed days of trade secrets on margins; markups; maximizing time billings; capturing lost hours; monthly executive reports; P&L statements; improving cash flow and much more. Increase your bottom line!


  • How agencies earn money differently today than they once did
  • The key to profits: efficiency
  • Profitable estimating
  • Setting hourly rates
  • Cash versus accrual basis
  • How to structure your agency’s P&L statement for maximum effectiveness
  • Financial statement analysis: Snapshot your profits each month
  • Dwindling commissions, increasing fees
  • A 21st century view of employee compensation
  • Tracking estimates: Don't let profits slip through your fingers
  • Markup and margin strategies
  • Timesheets, purchase orders and project summaries: Why tracking is vital
  • Billing techniques: Advanced, progress, retainer, partial retainer
  • The best ratios and metrics for agency management

Plus, on the first day, we will dedicate the last 90 minutes of the session to open discussion. Prepare a question or topic you would like to share/discuss with the group. It can be an idea, an issue you're having at work or a great solution you wish to share. This is a great time to interact with other attendees and walk away with some valuable advice and insight.







Seminar Details

September 18-19, 2018

Day 1 - 8:00 am to 4:30 pm
Day 2 - 8:00 am to 3:00 pm

Gleacher Center
450 Cityfront Plaza Dr, Chicago, IL 60611

Hotels near the Gleacher Center

Seminar Fee

Second Wind Members

$1,150 per person

Non Members

$1,475 per person