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TAG Analytics, Benchmarking, and Financial Management Training

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I am pleased to announce an upcoming TAG Analytics, Benchmarking, and Financial Management Training class in Orlando!

Dates Thursday, February 1 - Friday, February 2
Times Thursday, 8:30 am - 5:00 pm
Friday, 8:30 am - 12:00 pm
Location Orlando, FL
Accommodations Hotel TBD (we're working hard to secure a great rate for you)
Instructor Tim Schatz
Who Should Attend CEOs, Owners, Controllers and Office Managers.

This class is of significant value to Sales Managers, Operations Managers and Installation Managers.

Agenda

This session examines the fundamentals of Managed Technology Services Provider economics. It explores aspects of what we sell, how we price, billing methodologies, the economic effect of recurring revenue, and how we efficiently deliver our goods and services. Using established and proven benchmarks developed over 20 years, TAG will present Members with a granular understanding of what it takes to be profitable in every line of business.

Topics to be discussed during this session:

  • Introduction To MTSP Economics - Terms And Business Philosophy
  • Fixed Price Contracts In Telephony & Surveillance
  • Bundling Partner Plans With Fixed Price Contracts
  • Hourly Labor & Standalone Equipment Sales
  • Proper Technical Staffing & Efficiency
  • Building Core Recurring Revenues
  • Economics Of Managed IT Services
  • TAG Managed Services Pricing Calculator & Demo
  • Cloud Based IT - Azure, WVD, & Other Cloud Offerings

Each attending company shall be provided with an individual detailed company analysis. An overview of this analysis will be the focus on Day Two. Arrangements will be made for a one-on-one webshare to discuss those individual results and specifically what that company must do to dramatically change their financial results. It will challenge participants to take away a detailed, cogent plan for financial achievement that will change economic fundamentals in their companies.

TAG will provide a Continental Breakfast starting at 8 am each morning, and lunch on Thursday.

What You Need to Bring

Arrive with yourself, your controller/office manager, your financial history and a laptop with Excel.

What You Must Do to Be Ready

Fill out the MTSP Financial Input Template that will be e-mailed to you once we have received your attendance confirmation, and forward it to gricelda@tagnational.com as far in advance of the seminar as possible. Please forward as much of the above financial and payroll records, in electronic form whenever possible. Supply your financial information at least 10 business days in advance of the seminar date… DO NOT WAIT UNTIL THE WEEK PRIOR TO THE EVENT.

If you are unable to attend this class, please check our event calendar to obtain future dates.

DO NOT MISS THIS SEMINAR. Attend if it has been more than nine months since you last attended a financial seminar, or last ran a full financial analysis. Our industry is constantly changing, and our financial strategies for achieving maximum profitability must always change with it.

Register for this Class

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Technology Assurance Group - TAG
9655 Granite Ridge Drive
Suite 200
San Diego, CA 92123
Phone: (858) 946-2111
info@tagnational.com

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