Measure it, Understand it, Get it Done!

AUGUST CEO ROUNDTABLE, TUESDAY AUGUST 13TH, 2013

As a leader, you know there are many things that you can measure in your business. Faced with so many possible metrics, it can be challenging to identify the most important things to track-things that will help you focus on the activities that lift business value.

We will be crafting a process for performance improvement for your own business using this route to success:

Measure what’s important: the key benchmarks and drivers of success.

Understand what the information is telling you about your business and the results of your activities.

Get it done! Take action to implement change to enhance your strengths and address critical weaknesses.

LUNCH

All who are attending the morning workshop session are invited to join us for lunch. Please let Dave Shapiro or Michele Bosworth know if you are not able to attend lunch.

MEMBERS

Members arrive at 7:30am for breakfast and check-in. Please RSVP to Michele Bosworth by AUGUST 1st, 2013 if you will be bringing employee guests.

MEMBER CANDIDATES

Member Candidates are invited to the workshop and lunch 8:50 am - 1:00 pm.

EMPLOYEE GUESTS

Employee Guests are invited to attend the workshop and lunch; 8:50 am - 1:00 pm.

HOST:

Melinda Sechrist of Sechrist Design

WHERE WE WILL MEET:

Sechrist Design; 5819 6th Ave South, Seattle Washington 98108

TITLE OF WORKSHOP:

Measure it, Understand it, Get it Done!

AGENDA:

Click here for the Agenda

QUESTIONS THE CEO SHOULD BE ASKING:

• How do my numbers look? How would I rather they look?
• What are my financial trends, strengths and weaknesses?
• What are the most important areas for attention at this time?
• What are my financial goals?
• What must I do different to achieve the outcomes I’m after?
• What process or review, accountability and feedback will keep me and my team on track?

TAKEAWAYS:

• A 3-year financial assessment of your organization
• Improved intuition of the links between your actions and your financial results
• A clear pathway forward to overcome your challenges and capitalize on opportunity

PREPARATION:

Complete the Business Improvement Plan and bring to the August 13th Roundtable.  Click here for the document.

PRESENTER: Steve Ambercrombie

Steve Abercrombie brings passion and personality to company financial strategies. His life experiences as a banker, financial educator and business owner have shown him that having financial knowledge of your business an absolute key to success. Steve excels at taking the mystery out of the numbers with his common-sense approach and always-compassionate personal style.

He has a talent for rallying the troops behind improvement initiatives by organizing, understanding and appropriately communicating the financial story of the business to the management team and key staff. Then he integrates this connection to financial success with ongoing structure and support around company goals and strategic steps. With key players aligned and focused, everybody accomplishes more.

Steve has helped many clients prepare their businesses for the financial scrutiny of lenders and investors when financial restructuring or expansion is imminent. He understands the language of lending from his years in banking, where he has held roles from branch manager and lender to bank President and CEO.

For more information about Steve, visit www.profitsoup.com.