AUGUST CEO ROUNDTABLE, WEDNESDAY AUGUST 14TH, 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 Lauren Owen 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 join us for the workshop and lunch from 9:00 am - 1:00 pm. The workshop is from 9:00-12:00 with lunch immediately following from 12:00 noon to 1:00pm. Please arrive by 8:50am as the workshop begins promptly at 9:00am.
EMPLOYEE GUESTS:
Employee Guests are invited to attend the workshop and lunch from 9:00 am - 1:00 pm. The workshop is from 9:00-12:00 with lunch immediately following from 12:00 noon to 1:00pm. Please arrive by 8:50am as the workshop begins promptly at 9:00am.
HOST:
August is a shared member expense
WHERE WE WILL MEET:
Key Bank in Tacoma; 1101 Pacific Avenue, Tacoma Washington 98402
When entering the building, you will be on the 1st floor. Elevators are located on the right-hand side in which you will need to take to get to the 2nd floor. From there, you will need to be buzzed in as there is a secured entrance.
TITLE OF WORKSHOP:
Measure it, Understand it, Get it Done!
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
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.
