1.50 ConEd Learning Hours
7:00 am - 8:30 am

Financial data tells a story of the past, and understanding the inputs that impacted those results can unlock the key to future performance. Use your firm’s financial data to determine where you need to focus efforts for improvement and develop a plan for success.

Learning Objectives
1. Gain an understanding of definitions and formulas of key performance indicator metrics.
2. Learn about micro (project-based) and macro (firm-level) financial planning.
3. Create a dashboard for regular monitoring.
4. Learn about firm and Industry benchmarking.

Amir Fathollahzadeh, Shimmerman Penn LLP
Purav Patel, Shimmerman Penn LLP

To learn more about this sponsor, and other participating sponsors, click here.

Event Timing
7:00 am Grab-and-go breakfast from Conference Lounge
7:15 to 8:15 am Sponsored Learning Session in the assigned session room

To register, click here.  
  

For return to Conference Program, click here.