The decisions you make now play a key role in your organization’s growth over time. That’s why it’s critical for you to have the right tools to help you make informed, data-driven business decisions. If you struggle to understand your financials and the numbers side of your business, it will be difficult for you to make decisions that enable strategic growth.
Join us to learn more about how you can strategize your growth through financial modeling, benchmarking and identifying KPIs.
- Demonstrate benchmarking strategies.
- Discuss key performance indicators and their importance.
- Formulate strategies to organize your back office.
- Identify opportunities for growth.
Dustin Wheeler, CPA, National BOS Sr Manager | Eide Bailly
Dustin has been with the firm for over eight years, helping our clients implement technologies that automate and enhance accounting systems, including expense management, accounts payable, workflow, reporting, business intelligence and cash flow forecasting. With a methodical and deliberate approach, Dustin ensures the preparation and communication is sufficient to get a job done right. His broad experience in tax, audit and consulting helps him identify innovative opportunities across service lines and collaborate with the right people.
Kristin Taffe, CPA, ABV, Business Valuation Manager | Eide Bailly
Kristin loves the process of helping clients into the next stage of life. Whether it is transitioning wealth to the next generation, advising in a sale or helping clients put strategic ideas into numbers, she appreciates the opportunity to work with clients during periods of change.
Morgan Hurst, Office Specialist, Technology Consulting | Eide Bailly
Morgan, with the assistance of a data architect, streamlines important financial reports for clients. From there, clients' management provides an expert to safeguard their financials, receive answers to questions, and obtain recommendations to enhance the profitability and growth of their company.
CPE Credit: 1
Field of Study: Specialized Knowledge & Applications
Level of Knowledge: Basic
Delivery Method: Group-Internet Based