Free Webinar

In the webinar, we spotlight Zeb Smith the founder of Zebulon and how his firm successfully transitioned from traditional compliance services to offering impactful FP&A advisory. Discover how Zebulon moved from mostly transactional services to an intermediate level in the Business Insights Optimization System (BIOS) by cultivating the right talent, establishing foundational processes, adopting essential technologies, and crafting a forward-thinking business strategy. Learn from their initial challenges and triumphs to understand how your firm can embark on its own advisory journey and unlock new revenue streams.

Learning Objectives:

• Assess your firm's maturity state around people, processes, and technology for transitioning to Business Insights Advisory.
• Learn practical steps from Zebulon to develop foundational processes and build advisory capabilities.
• Contrast your current Financial Insights and Business Insights services to optimize customer journeys and unlock new revenue streams.

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