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Driving Operational Efficiency Workshop by Tom Nunn

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While not always receiving the glory like sales and recruiting, accounting, operations and other support functions are critical to the success of any IT and engineering staffing firm. During this 2 ½ hour interactive workshop, join industry peers to do a ‘deep dive’ into the nuts and bolts of accounting and operations including such topics as:

- Workflow & Best Practices for Commissions, Time Sheet Management, Invoicing, AR, AP, Managing DSO
- Dashboards/Reporting/KPIs that Drive Growth and Profitability
- On-boarding consultants efficiently
- Monthly close: Best practices for speeding it up
- Management Reports: What Information Supports Sales & Recruiting Effectiveness
- Budgeting & Financial Forecasting
- A working lunch is included

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Driving Operational Efficiency Workshop by Tom Nunn

  1. 1. 2018 TechServe Alliance Conference Driving Operational Efficiency: A Workshop for Those Who Keep the Lights On Agenda NOTE: Working Lunch from 12 noon to 1 p.m. will be in DRIFTWOOD ROOM  Brief introduction and format for our 2.5 hours together  Networking: the value of establishing or enhancing your networkand ideas on how to approach  Workflow & Best Practices for Commissions, Time Sheet Management, Invoicing, AR, AP, Managing DSO  On-boarding internal staff and consultants effectively  Monthly close: Best Practices for speeding it up  Managing yourself/your team with a Depth Chart: identify single points of failure, opportunities to delegate, areas for SOP streamlining or automation, STP
  2. 2.  Data Analytics: Ideas on good information tosupport the business, gauge company & producer performance, help drive focus on the right things  Key Performance Metrics - ideas on most important things to track  Budgeting & Financial Forecasting  What Else?  Send Tom and email and list any docs you want that we reviewed today: tom@tnunnconsulting.com

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