Agency Financial Relationships: What You Need to Know

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Quick Overview

Free for 4A's Members / Non-4A's Members: $221

Better understand how your work generates income to fully comprehend the profitability of your agency!

  • Understand the basics of your agency’s financial underpinnings.

  • Learn to protect your agency’s financial interests.

  • Discover new tactics for talking money with clients.



Today's economic challenges require that agencies pay more attention than ever to getting the money right.

What Will You Learn

  • The basics of agency financial underpinnings
  • How to protect the agency’s financial interests with clients
  • Why write-offs are so much more damaging than they appear
  • What to watch for to make sure write-offs don’t happen
  • You will also learn about the five possible strategies to use for talking about money with clients, and how to size up situations so you can use the most effective approach.

Who Should Attend

  •  Everyone from junior AEs to account supervisors
  • Creative, production, direct, digital, public relations and promotion managers who have financial responsibilities on their accounts

Course Description

Account leaders, and other agency people who aren't on the accounting or financial side, need to understand how their work generates income, how to make sure they are getting paid and making a profit, and how to avoid common financial mistakes.

This course is designed to give all agency professionals the tools they need to better understand the grand financial scheme of their agency, and their role in all of it. This will help employees streamline their processes, have the right money conversations with clients, and always be working toward profitable outcomes.

About the Thought Leader


  Gary Duke is Partner & Chief Talent Officer at Wild Blue Yonder, where he designs and leads training programs for creative
  companies looking to enhance the leadership, creative thinking, strategic and communication skills of their employees.
  He applies his 25+ years of ad agency and client-side experience to every training session, infusing learning theory with
  practical real world knowledge — and more than a few hair-raising stories along the way.

  Gary and his business partner, Sheila Campbell, work with many of the industry’s top global agencies — including Havas Worldwide,
  JWT, the Martin Agency, McCann, Ogilvy, Publicis, Razorfish, and Y&R — as well as some of the world’s leading consumer brands,
  including Coca Cola, Marriott and National Geographic.

  Before joining Wild Blue Yonder, Gary served as Executive Vice President, Chief Brand Strategist at MDB Communications, a leading
  independent advertising agency whose clients include national and global brands. Gary oversaw the agency’s strategic planning,
  media and account management disciplines.

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