Empowering Agency Teams for Financial Accountability & Growth
About This Webinar
About the Session Agency leaders expect teams to drive growth, improve profitability, and make smarter business decisions. But do all key client-facing team members have the financial understanding needed to deliver on those expectations?
In this session, we’ll explore new best practices to help your senior day-to-day teams become more financially accountable....
About the Session
Agency leaders expect teams to drive growth, improve profitability, and make smarter business decisions. But do all key client-facing team members have the financial understanding needed to deliver on those expectations?
In this session, we’ll explore new best practices to help your senior day-to-day teams become more financially accountable. This starts by helping them understand the financial realities behind client work and agency performance through the right goals, metrics, and dashboards.
You’ll also learn how agency leaders are better educating their teams on the common profitability challenges, including over-servicing, scope creep, and resource planning.
You’ll learn:
- How agencies are improving financial accountability across teams
- The key metrics client-facing and department leaders should understand
- How to communicate those metrics through effective dashboarding
- How much financial transparency is helpful (and where to draw the line)
- Ways to align growth expectations with day-to-day decision-making
- Approaches to better highlight over-servicing
Whether you’re in agency management or a client-facing lead, leave with practical next steps to help you and your teams think more commercially, make better decisions, and contribute more directly to agency growth.
Training Materials
Following the session, those who attend will receive one week of recording access.
Instructors
Jamie Nau
Virtual CFO Director and Practice Leader at Anders
A consummate accounting professional, Jamie is the Virtual CFO Director and Practice Leader at Anders. Prior to joining Anders, Jamie worked with middle-market and large companies, both as an auditor and as a corporate accountant. During this time, he experienced firsthand the central role of financial numbers in these companies’ executive-level decision-making processes.
Since joining Anders, he has been dedicated to making sure the clients he works with have similar information and tools to enable them to make the best decisions for their businesses. Jamie especially enjoys the challenge of transforming difficult financial concepts into easily-understood material that everyone can understand.
Jamie graduated from the University of Northern Colorado with a Bachelor’s degree in Accounting. He obtained his CPA license soon after receiving his undergraduate degree. He is a licensed CPA in Colorado and Missouri.
Jamie lives in Colorado Springs, CO, where he is married to his high school sweetheart, Adriane. They have two children who fill their days with excitement. Jamie loves to spend time with his family, whether it is coaching, cooking, or enjoying the Colorado sunshine! In addition, he really enjoys finding new athletic challenges and competitions — from marathons to Tough Mudders!
Hannah Hood
Virtual CFO, Anders
Hannah is a Principal in the Virtual CFO practice at Anders, bringing nearly 20 years of experience across audit, bookkeeping, controller, and CFO roles. She specializes in developing high-performing finance teams, coaching CFOs and senior accounting professionals, and helping organizations elevate their financial leadership. At Anders, she plays a key role in client experience, engagement quality, and resource strategy, and serves on the Virtual CFO executive leadership team driving growth and innovation across the practice.
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