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

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.  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