Track Sessions // APRIL 9


In this track, delegates will focus on the role of finance in guiding growth and innovation for digital agencies. Session topics will include:

  • The Base Operating Model for Agencies: Best Practices for Establishing your Rate Card, Utilization, Overhead, and EBIT Targets
  • Revenue: Balancing Capacity and Demand: Tracking Contracted Projects, Resourcing, Contingent Labor and Integrating your Pipeline
  • The Metrics We Track and Tools We Use: Implications for Information Systems
  • Project Pricing: How to Use Gross Margin Analysis as a Tool to Manage Project Profitability from Pricing through Completion
  • Managing Cash: Build Confidence in your Ability to Forecast your Cash Balance and Develop Skills to Avoid Cash Crunches
  • Driving Agency Valuation: What Are, and How to Report on, the Key Drivers for Enterprise Value as well as Secondary Factors that Enhance or Detract from Stakeholder Value

Faculty Leaders


Nancy Daum

COO & CFO, Pereira & O'Dell

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Tamir Scheinok

COO & CFO, Fluid

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