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; 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

September 19-20, 2017
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