Agenda

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Post-Summit Workshop
Special POST-Conference Workshop

How to Create More Profitable Accounts: P&L Strategy for Senior Client-Facing Team Members

November 4TH: – virtual 1:00 – 2:30 PM ET


Select the Inner Circle Pass option when registering to join this session. If you’re already registered, you can add it by calling 866.508.0523 (additional session fee applies).

November 4th: 1:00 – 2:30pm ET

Coming out of the Executive Leadership Summit, you’ll now be able to provide critical learning to your teams. In this special post-Summit workshop, we’ll train your senior client-facing team members how to become more strategic and accountable for the P&L on their accounts.

This will include a look at:

  • The role of contribution to profit
  • Their role in helping achieve this
  • Creating more relevant and effective dashboards
  • The most important metrics they need to monitor
  • Those metrics to focus on improving
  • The real cost of over-servicing and scope creep
  • Leveraging scope creep as a revenue opportunity
  • Proactively prevent over-servicing
  • Get paid for all the agency’s work
  • What is means (and doesn’t) to be accountable for profit
  • And more

Ultimately, the goal is to have your client-facing teams lean in more proactively by empowering them with better financial data, insight and benchmarks.

Who Should Attend?

All client-facing team members who play a leading role in the profitability of their accounts, particularly senior account and project management leads.

 

R&R Partners
Michelle Mader

SVP, Operations
1:00 pm ET
Track 3

Post Day

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