Financial Metrics, Forecasting & Operations Workshop

Take a deep dive into the financial and operations sides of your business, with two full-day workshops hosted over two days. Join us in New York City or San Francisco. Each day starts at 10:00 AM, and ends at 4:00 PM. Lunch is included each day.


August 29–30, 2019
Harvest (map)
16 W. 22nd St., 8th Floor
New York, NY 10010

San Francisco

November 4–5, 2019
InterContinental, Mark Hopkins (map)
999 California Street
San Francisco, CA 94108

Jody Grunden, Managing Member of Summit CPA Group, Virtual CFO

Jody Grunden, Managing Member of Summit CPA Group, Virtual CFO

Financial Metrics: Get a Grip, Grow Your Business & Improve Profitability

What is forecasting and why do you need to do it? What are the key metrics driving that forecast? Learn why you should use a forecast as a guide for every business decision you make, i.e., expansion, acquisition, buyout and retirement.

What if you could pull a lever to improve your company’s performance? You can! Discover how to use those metrics as levers to lead your company to higher profitability.

How do you determine and measure your pipeline? Your pipeline metric (what you currently have under contract and what you have “in the works”) should not be forgotten as it can have a drastic impact on your revenue forecasting.

In addition, you’ll learn how and where to compare your metrics with those of others in the industry. Discover where you fall short and where your company has the most room for improvement.

Rob Harr, VP of Operations at Sparkbox

Rob Harr, VP of Operations at Sparkbox

Studio Operations & Forecasting: The Good, the Bad & the Ugly

“You won’t be in control of your business until you can accurately predict it.” One of Rob Harr’s early mentors and business advisors must have said that a thousand times during their time together—and it’s true. Join Rob for a deep dive into studio operations and forecasting. Take a guided tour through the good, the bad and the ugly, and uncover actionable strategies to help you take control of your business.

Get an inside look at how you can put forecasting at the heart of your business to improve project planning, cash flow, hiring, sales and more. Discover a relatively simple weekly cadence to implement (that doesn’t lose sight of your people), and dig into metrics to determine what you should track and what’s just noise. Before long, you’ll actually be in charge of your business.

Thank You to Our Wonderful Partners: