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Maintaining Sustainability and Growing Your Firm hosted by Shimmerman Penn LLP

Sustainable growth needs to be driven by healthy profits, while allowing the firm to build its culture and stay true to its purpose. There is a direct link between the firm’s financial performance and value. Financial strength is achieved by coordinated efforts throughout the firm, from the leaders to the full staff team. On a macro level, the focus is on integrating new opportunities into the existing firm and culture. On a micro level, the focus is on close budgeting and monitoring projects and firm overheads. Shimmerman Penn will provide a presentation to highlight and explain how management can use key financial metrics to monitor and assess the financial health of their firms, manage day-to-day operations, and set performance targets.

Learning Objectives:

  1. Identify tools for maintaining financial strength while undergoing change
  2. Discover trends in key performance benchmarks in the AED industry
  3. Set and monitor performance targets
  4.  Use key financial metrics to monitor and assess the financial health of a firm, manage day-to-day operations, and set performance targets

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