Workshop: Healthy Agency Finances

Steve Parks presenting an in-person workshop

Learn how to think about agency finances in a balanced way, and develop a dashboard giving your leadership team a clear view of your business

Thursday, 28 October, 2021
13:30 - 16:30 BST
Via Zoom

Book in on Eventbrite

About this event

Finances in an agency are different to those in any other business.

Whereas other businesses focus on maximising targets for things —units made, units in stock, units sold and so on, an agency is all about humans and their knowledge and expertise. Therefore an agency runs best when leaders focus on ensuring the key metrics of the business are well-balanced, especially as it grows rapidly.

It's exactly the same concept as ensuring we eat a balanced diet ourselves.

So what are the key financial metrics for an agency business, and how do you ensure they are in balance?

This workshop is not about accounting-level finance (and doesn't replace that), it's about how leaders can get a clearer sense of how an agency is doing financially on a day-to-day basis. Therefore it's aimed at non-financial agency leaders — CEOs, COOs, MDs, directors, partners. It may also be of interest to CFOs and FDs who want to help others in the business get to grips with the numbers by sharing them in an easily understandable way.

In the half-day session you'll:

  • Learn the key finance concepts that are part of Convivio's Healthy Agency model
  • Learn why ratios are more useful for steering the business than targets
  • Learn which ratios are most helpful in understanding the health of an agency
  • Get an introduction to our open agency finance dashboard, and learn how to create your own copy, customise it, and use it in your agency.
  • Learn how to take some of the key ideas and use in your own dashboards and reports
  • Get to spend time with other agency leaders working on improving their financial reporting and be able to compare notes.

Workshop leaders

The session will be presented and facilitated by:

Steve Parks, CEO, Convivio

Steve has led agencies and professional services businesses for over twenty years, from startups through to 170 people in nine countries. He was recently named as one of the ten most inspiring agency leaders in the UK in a survey of over 2,000 agencies, organised by Benchpress.

Dr Joe Baker, Chief Research Officer, Convivio

Joe leads the research work that underpins our key ideas. His background in academia, as well as years working at senior level in agency environments, mean he is ideally placed to understand the issues and develop solutions.

The workshop will take place via Zoom, and links will be provided nearer the time. Access to Google sheets will be needed for the practical session.

The workshop will be limited to ten participants to ensure there is enough support for every delegate during the practical work.

This is a public workshop and we ask that no more than 3 people from each agency attend, so that there can be sharing between multiple agencies.

We also offer private in-company workshops for your leadership team. Email us for details on

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