The decisions you make now play a key role in your organization’s growth over time. Which is why it is critical for you to have the right tools to help make informed decisions. The Eide Bailly team helps clients strategize growth through financial modeling, benchmarking, and identifying KPIs. Join us to learn more about strategic growth strategies you can apply in your organization.

Learning Objectives:

Demonstrate benchmarking strategies.
Discuss key performance indicators and their importance.
Formulate strategies to organize your back office.
Identify opportunities for growth.
Presenters:
Kristin Taffe, CPA, ABV, Business Valuation Senior Manager | Eide Bailly
Kristin has been with Eide Bailly since 2008, primarily in the business valuation space. In this role, she performs valuations for compliance and transaction purposes, specializing in valuations in the healthcare industry. Kristin also performs consulting services for small business, including transaction consulting and the development of financial models, feasibility studies, and sensitivity analysis modeling. Kristin loves the process of helping clients into the next stage of life. Whether it is transitioning wealth to the next generation, advising in a sale or helping clients put strategic ideas into numbers, she appreciates the opportunity to work with clients during periods of change.

Heather Huotari, CPA, Outsourced Accounting Senior Manager | Eide Bailly
Heather helps our clients become more confident and comfortable with their financial information by providing it in a way that’s easiest for them to consume. She leverages technology to provide these insights in real-time, empowering business leaders and owners to make the strategic business decisions that they face on a daily basis.

Lori Love, CPA, Outsourced Accounting Senior Manager | Eide Bailly
Lori leverages her previous experience to provide solutions to clients’ business challenges including but not limited to strategic planning in finance/accounting, business process management and recognizing opportunities for implementing technology to scale.

CPE Information
CPE Credit: 1
Field of Study: Specialized Knowledge & Applications
Level of Knowledge: Basic
Delivery Method: Group-Internet Based

Additional Information: This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. For information regarding a complaint and/or program cancellation policies, please contact Amy DeGeorge.