Free Webinar

This webinar explores how firms can advance through the Standardized and Predictable stages of the Business Insights Optimization System (BIOS) framework. Hear from CEO Matt Buskirk and partner Joel Beyer at Arkona, a firm that has achieved consistent and scalable advisory services by refining their operational processes, investing in advanced technologies, specializing service offerings, and aligning business strategy with targeted growth objectives. This webinar will provide you with insights on creating reliable and efficient advisory models that deliver sustained value to clients.

Learning Objectives:

• Formulate a business plan that sets realistic short, mid, and long-term goals for scaling FP&A advisory.
• Evaluate your go-to-market strategy by defining your ideal customer profile and refining FP&A pricing and packaging.
• Learn from Arkona how to standardize processes and adopt technology to create scalable, predictable advisory services.

Note: This on-demand webinar does not offer CPE credit.