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Financial Management:
Profitability Blueprint & Benchmarking Training
Orlando, FL ~ February 19-20

A man in a suit presents at a conference room with attendees seated at round tables. A whiteboard and an American flag are visible, creating a formal tone.

I am pleased to announce an upcoming Financial Management: Profitability Blueprint & Benchmarking Training class in Orlando!

Dates Thursday, February 19 – Friday, February 20
Times Thursday, 8:30 am - 5:00 pm
Friday, 8:30 am - 12:00 pm
Location Orlando, FL
Accommodations Hotel near MCO Airport
(we're working hard to secure a great rate for you)
Instructor Tim Schatz
Who Should Attend Owners, Presidents, CFOs, Controllers, Senior Management, Operations Managers

Agenda

During this training, you will learn the economic drivers, KPIs, pricing methodologies, and productivity measurements that differentiate average technology providers with only 6% EBITDA to high performers with profitability exceeding 20%+ EBITDA. We explore aspects of what we sell, how we price, billing methodologies, the economic effect of recurring revenue, and how we efficiently deliver our solutions and services. Using established and proven benchmarks developed over 25 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 TAG’s Financial Analysis to Effectuate Change In Your Company - Terms and Business Philosophy
  • Profitability Blueprint for Achieving 20%+ EBITDA and "Nirvana" (when recurring revenue exceeds costs)
  • How to Achieve Economic Success in All Technology Disciplines (Managed IT Services, Cloud Based Technologies, Telephony, Surveillance/Access Control, etc.)
  • Proper Technical Staffing & Efficiency
  • Building Core Recurring Revenues
  • TAG Managed IT Services Pricing Calculator & Demo

Each attending company will be provided with an individual detailed company financial analysis. An overview of this analysis will be the focus on day two. Arrangements will be made for a one-on-one web share 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 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) 946-2108
info@tagnational.com

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