Using AI to Uncover & Improve Profitability at the Agency and Client Level
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Profitability is getting harder to manage — with tighter margins, scope creep, and growing client demands creating added pressure.
This session will give agency leadership and account leads new methods to gain sharper insight into the financial health of the agency and each client account.
You’ll learn how to...
Profitability is getting harder to manage — with tighter margins, scope creep, and growing client demands creating added pressure.
This session will give agency leadership and account leads new methods to gain sharper insight into the financial health of the agency and each client account.
You’ll learn how to apply AI — through prompt engineering and select tools — to analyze your financial and operational data in ways that quickly expose areas of profit erosion, hidden cost drivers, and underperforming accounts.
What you’ll take away:
- New agency-specific finance ratios that should be on your radar
- Practical AI prompts tailored to your role — C-Suite, management, or account lead
- A smarter framework to monitor, assess, and improve profitability at every level
Whether you’re overseeing overall performance or managing day-to-day client relationships, you’ll leave with actionable tools to address profitability issues before they hit your bottom line.
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!
Dave Blatt
Principal & Technology Practice Leader at Anders
Dave has enjoyed a distinguished career as a business and technology executive with over 30 years of experience in professional services consulting, specializing in digital transformation, automation, technology innovation and cost management.
Dave leads the Anders Technology AI and Automation service line, empowering clients to gain operational efficiencies and innovative capabilities AI can provide. In his role, Dave guides businesses through the development of AI and automation strategies, identifies high-impact use cases to leverage AI and deploys accelerators to improve speed to value for AI investment. Additionally, he supports clients in evaluating and implementing AI and automation tools.
Dave’s extensive background in managing complex projects and delivering measurable client value aligns perfectly with his responsibilities as a principal at Anders.
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