Transform Your Business: TAG's Intensive Financial Management Masterclass Coming to Orlando
February 3rd, 2026 by Brian Suerth
Staying ahead of the curve isn't just an advantage—it's a necessity. That's why Technology Assurance Group (TAG) is thrilled to announce our upcoming masterclass, "Financial Management: Profitability Blueprint & Benchmarking." Set to take place on February 19-20, 2026, in sunny Orlando, Florida, this intensive two-day course promises to be a game-changer for technology service providers looking to maximize their profitability and streamline their operations.
Event Details: Your Gateway to Financial Excellence
- Date: February 19-20, 2026
- Time: 8:30 AM - 12:00 PM both days
- Location: Orlando, FL (Specific venue to be announced)
- Instructor: Tim Schatz, Financial Expert and Industry Veteran
This isn't just another financial seminar—it's an immersive experience designed to revolutionize the way you approach your business's economics.
Unlock the Secrets of High-Performing Tech Companies
What separates the industry leaders from the rest of the pack? How do some managed technology service providers achieve an impressive 20%+ EBITDA while others struggle to reach 6%? These are the questions at the heart of our masterclass, and we're ready to provide you with actionable answers.
Over the course of two intensive days, you'll dive deep into:
- Economic drivers that fuel business growth
- Key Performance Indicators (KPIs) that truly matter
- Cutting-edge pricing methodologies
- Productivity measurements that separate the best from the rest
- The transformative power of recurring revenue
A Comprehensive Curriculum for Business Transformation
Our carefully crafted program covers a wide range of crucial topics:
1. TAG's Proprietary Financial Analysis
Learn how to leverage our time-tested methodology to drive meaningful change in your organization. We'll introduce you to key terms and business philosophies that form the foundation of financial success in the tech services industry.
2. The Profitability Blueprint
Discover the roadmap to achieving 20%+ EBITDA and reach what we call "Nirvana"—the point where your recurring revenue exceeds your costs. This blueprint is based on real-world data and proven strategies implemented by top-performing companies.
3. Multi-Disciplinary Success Strategies
Whether your focus is Managed IT Services, Cloud-Based Technologies, Telephony, or Surveillance/Access Control, we'll show you how to achieve economic success across all technology disciplines.
4. Optimizing Technical Staffing
Learn the art and science of proper technical staffing and efficiency. We'll share best practices for building and managing a high-performing technical team that drives profitability.
5. Building a Robust Recurring Revenue Stream
Discover strategies for developing and growing your core recurring revenues—the lifeblood of any successful tech services business.
6. Hands-On with TAG's Managed IT Services Pricing Calculator
Get exclusive access to our proprietary pricing tool. We'll walk you through a live demo and show you how to use it to optimize your pricing strategy.
Personalized Analysis for Actionable Insights
What sets this masterclass apart is our commitment to providing individualized attention. Each attending company will receive:
- A detailed, company-specific financial analysis
- An in-depth overview of your analysis during day two of the class
- A scheduled one-on-one web session to discuss your results and create a tailored action plan
This personalized approach ensures you leave with a concrete, actionable plan to dramatically improve your company's financial performance.
Who Will Benefit from This Masterclass?
While this course is invaluable for CEOs, Owners, Controllers, and Office Managers, we strongly encourage a wider attendance:
- Sales Managers: Learn how to price services for maximum profitability
- Operations Managers: Discover ways to streamline processes and increase efficiency
- Installation Managers: Understand the financial implications of different installation strategies
By bringing together diverse perspectives from your organization, you'll be better equipped to implement the strategies and drive change across all departments.
Accommodation and Logistics
We're in the final stages of securing a prime hotel location for the event. Once you complete your registration, we'll provide you with:
- A link to book your room at our negotiated discounted rate
- Information about local transportation options
- Details about any available hotel shuttle services
Our goal is to make your stay in Orlando as comfortable and convenient as possible, allowing you to focus entirely on absorbing the wealth of knowledge presented in the masterclass.
Your Investment in Future Success
The knowledge and strategies you'll gain from this masterclass aren't just theoretical—they're proven methods that have helped countless TAG members transform their businesses. Consider this not as an expense, but as an investment in your company's future profitability and success.
Limited Seats Available – Act Now!
Due to the intensive and personalized nature of this masterclass, we're limiting attendance to ensure each participant receives maximum value. Spaces are filling up quickly, so we urge you to register as soon as possible to secure your spot.
Have Questions? We're Here to Help!
If you need any additional information or have specific questions about the masterclass, please don't hesitate to reach out. Contact Janet Dufour at (858) 946-2111 or email janet@tagnational.com. We're here to ensure you have all the information you need to make this a transformative experience for your business.
Your Path to Financial Excellence Begins Here
Join us in Orlando this February and embark on a journey that will reshape the financial future of your managed technology services business. With TAG's expertise, proven methodologies, and your commitment to growth, there's no limit to what you can achieve.
Register today and take the first step towards unprecedented profitability and success. We look forward to seeing you in Orlando and being part of your business transformation story!
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