Prior to joining Summit CPA Group, Jamie spent his time working with middle market and large companies, both as an auditor and as a corporate accountant. In this time, he gained a firsthand view of how important the financial numbers are to the decision makers of these companies. Since joining Summit, 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 making difficult financial concepts easy for everyone to understand!
Jamie graduated from the University of Northern Colorado with a Bachelor’s degree in Accounting and soon thereafter obtained his CPA license.
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 to compete in—from marathons to Tough Mudders!
GET IN TOUCH WITH Jamie:
Financial Metrics: Get a Grip, Grow Your Business & Improve Profitability
SUNDAY, FEBRUARY 10
3:30-5:30 PM, WEDGWOOD BALLROOM
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.