Budgeting Essentials P&L Forecasting and Analysis

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Quick Overview

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

Be ready to answer questions from brands and negotiate like a pro!

  • Understand what types of questions are coming your way.

  • Learn to prepare adequately.

  • Preemptively head off objections that could occur during the negotiation.



With brands continuing to demand more for less, how do you win? In this webinar, we’ll review how to best prepare for these critical discussions so you’re ready to tackle the most pressing questions most brands, especially procurement teams, will likely challenge you with.

What Will Your Learn
  • How to create a bulletproof rate card
  • Three questions asked by most procurement teams
  • Procurement thresholds
  • Key contract clauses
  • Avoiding the hours trap
  • Creating leverage
Who Should Attend

Independent, small to mid-sized agency owners, partners, CFO, COOs, finance teams, account and/or project leads

About the Webinar Series Leaders
Andrew-Suzuka   Andrew Suzuka, CEO/Founder, Optimization Partners
  With 20+ years of agency management experience, Andrew’s belief is that every agency owner has three choices when it
  comes to the future of their agency: acquisition, bankruptcy, or inheritance. Since no one wants to go out of business, and most
  next-of-kins are busy building their own lives, planning for scale and (eventual) sale needs to be the modus operandi. From
  growing his own experiential agency, to scaling and selling the leading millennial-focused creative shop, Noise, to leading its
  eventual merger into Deep Focus, Andrew has been involved in every aspect of building, running, and selling successful
  agencies. In 2016, Andrew launched Optimization Partners, an NYC-based outsourced financial management company focused
  on helping small to mid-sized agencies better concentrate on the work, growth, and profitability.

  Alana Moses, Senior Accountant, Optimization Partners
  Before entering the agency finance world, Alana worked as an auditor for Ernst & Young. This experience, combined with two
  subsequent years as a entrepreneur within the service-based business, provided her with an incredible foundation of knowledge
  for how agency finances need to be planned for and managed. As the Finance Director of Noise, Alana oversaw financial
  planning, analysis, and reporting into The Engine Group and subsequently, Lake Capital. At Optimization Partners, she helps set
  client budgets, manages cash flow, and provides insights from data that helps owners make much better and informed decisions.

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