C-Suite Series

Learn how your agency can achieve 15+% profit margin success.

This series of six dynamic, interactive webinars will dig deep into the best practices of business and personal planning, retention of clients and employees, and ultimately planning for a successful sale of your agency. We’ll cover best financial and operational practices to help you get to a 15+% profit and of the resources available to you by the 4A’s.

In these webinars, you will learn about:

  1. Achieving financial success.
  2. Building your personal wealth.
  3. Building a focused business plan for your agency.
  4. Becoming a highly profitable agency.
  5. Developing your employees for maximum value.
  6. Strategies for selling your agency.

The webinars will be an open discussion to allow interactive Q&A among all attendees – an opportunity for CEOs to share thoughts and experiences and learn from each other in the process.

Register today to learn how to create wealth for your agency and yourself from two seasoned advertising vets with a combined 70 years of agency experience.

Added Bonus

With your registration you will have a chance to ask the experts private questions post webinar to get additional insights to apply directly to your agency.


Special Pricing For All 6 Webinars

Member Pricing Non-Member Pricing
$1,500 (You’ll save $294) $2,550 (You’ll save $444)

 

Pricing For Individual Access

Member Pricing Non-Member Pricing
$299 $499

 

You’ll also receive a recording to each webinar for 2 additional weeks

Meet Your Coaches:

Sam Williams
jim_upson
Jim Upson

Sam Williams and Jim Upson of Green Consultancy have more than 70 years of collective agency experience as owners, CFOs, COOs and managing partners. We have an additional 10-plus years of CPA experience, performing audits and creating personal financial plans for our clients. We’ve seen all the highs and lows. And yes, we both walked away from our agencies after achieving our personal financial goals.

 

 

In order to reach attendees in different times zones, we are holding two sessions at different times.
Upcoming Webinars

C-Suite Series: Developing Your Employees for Maximum Value (Session A)

Join Sam Williams and Jim Upson and learn the best practices methods for creating, implementing and measuring the success of your employee development program. We’ll also discuss how the 4A’s and other sources can build a continuing education program for which each employee/manager will take responsibility.

C-Suite Series: Developing Your Employees for Maximum Value (Session B)

(Note: This will be 7:30am PT) Join Sam Williams and Jim Upson and learn the best practices methods for creating, implementing and measuring the success of your employee development program. We’ll also discuss how the 4A’s and other sources can build a continuing education program for which each employee/manager will take responsibility.

C-Suite Series: Strategies for Selling Your Agency (Session A)

Start planning today to sell your agency tomorrow. Join Sam Williams and Jim Upson who will define a plan around having at least three different buyers, and learn how to model your agency to optimize your price. Discuss long-term plans and how you might address the surprise M&A question at a party. Being prepared can equate to a lot more golden eggs.

C-Suite Series: Strategies for Selling Your Agency (Session B)

(Note: This will be 7:30am PT) Start planning today to sell your agency tomorrow. Join Sam Williams and Jim Upson who will define a plan around having at least three different buyers, and learn how to model your agency to optimize your price. Discuss long-term plans and how you might address the surprise M&A question at a party. Being prepared can equate to a lot more golden eggs.

Past Webinars

C-Suite Series: Achieving Financial Success (Session A)

Webinar Recording Available! Learn how to turn your agency into a highly profitable dynamo. In this session, Sam Williams and Jim Upson of Green Consultancy will cover best practices designed to help your agency reach 15% to 20% profitability.

C-Suite Series: Achieving Financial Success (Session B)

Webinar Recording Available! Learn how to turn your agency into a highly profitable dynamo. In this session, Sam Williams and Jim Upson of Green Consultancy will cover best practices designed to help your agency reach 15% to 20% profitability.

C-Suite Series: Building Your Personal Wealth (Session A)

Webinar Recording Available! Most agency owners will generate their greatest personal wealth from their agency – whether it’s through a salary, deferred compensation, perks or ultimately selling out. Join Sam Williams and Jim Upson, as they’ll walk you through a number of examples that will offer insights into how achievable your plan can be.

C-Suite Series: Building Your Personal Wealth (Session B)

Webinar Recording Available! Most agency owners will generate their greatest personal wealth from their agency – whether it’s through a salary, deferred compensation, perks or ultimately selling out. Join Sam Williams and Jim Upson, as they’ll walk you through a number of examples that will offer insights into how achievable your plan can be.

C-Suite Series: Building a Focused Business Plan (Session A)

Business planning can be the single most fun thing you can do with your clothing on. Join Sam Williams and Jim Upson, as they walk through plan templates and other information necessary to get the best out of your process. Plus give you tips and guidelines to make sure your plan stays active and doesn’t gather dust on a shelf.

C-Suite Series: Building a Focused Business Plan (Session B)

(Note: This will be 7:30am PT) Business planning can be the single most fun thing you can do with your clothing on. Join Sam Williams and Jim Upson, as they walk through plan templates and other information necessary to get the best out of your process. Plus give you tips and guidelines to make sure your plan stays active and doesn’t gather dust on a shelf.