C-Suite Series: Achieving Financial Success

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Quick Overview

4A's Members: $170 (Login with your 4A's Profile for Member Discount) / Non-4A's Members: $221

Learn how to turn your agency into a highly profitable dynamo!

  • Understand how agency and personal financial planning go hand in hand.

  • Embrace agency best-practices.

  • Discover how to successfully develop a succession plan.




Are you ready to achieve profitability as an agency? We’re ready to walk you through how!

What Will You Learn

  • How to grow your agency
  • How to achieve 15-20% profitability
  • How to develop and implement best practices for your agency
  • How to create a succession plan that ensures your agency’s continued success and growth

Who Should Attend

  • C-level executives including agency owners, CEOs, and COOs


  • 60 minutes

Course Description

In this interactive C-Suite-focused course, Sam Williams and Jim Upson of Green Consultancy will cover best practices designed to help your agency reach 15% to 20% profitability. You’ll walk away with a concrete idea to create a succession plan, as well as methods to implement right now that will increase your agency’s profitability and growth!

About the Thought Leader

Green Consultancy

  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.

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