Certified Agency Financial Management Seminar

Check Back Soon for 2017 Dates!

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; plus, special segments on agency compensation strategies for the 21st century and how to write great client contracts! Put more on your bottom line!


  • The Chart of Accounts: A good way to start
  • 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 agency compensation
  • Tracking estimates: The only way left to make money
  • Markups and margin strategies
  • Timesheets, purchase orders and project summaries: The key to tracking
  • Billing techniques: Advanced, progress, retainer, partial retainer
  • The ten best metrics you need to manage your agency

Seminar Details

June 21-22, 2016
Day 1 - 8:00 am to 4:30 pm
Day 2 - 8:00 am to 3:00 pm
Chicago, IL
The Gleacher Center

Learn more about Certification.

An Advanced Level Course for Agency Bookkeepers, Controllers, Owners and CFOs

Seminar Fee

Second Wind Members

$1,150 per person

Non Members

$1,475 per person