Learning & Event Calendar

Presenter: Eide Bailly
Cost: Free

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Course Description:
The decisions you make now play a key role in your business's growth over time, which is why it is critical for you to have the right tools to help make informed business decisions. If you struggle to understand your books and the numbers side of your business, it will be difficult for you to grow. The Eide Bailly team helps clients with the numbers and strategize growth through financial modeling, benchmarking and identifying KPIs. Join them for a discussion to learn more about strategic growth strategies for your business.

Learning Objectives:
Outline benchmarking strategies
Discuss key performance indicators and their importance
Review strategies to organize your back office
Identify opportunities for growth

Presenters:
Dustin Wheeler, CPA, National BOS Sr. Manager | Eide Bailly
Dustin has been with the firm for over seven years, helping Eide Bailly clients implement technologies that automate and enhance accounting systems, including expense management, accounts payable, workflow, reporting, business intelligence and cash flow forecasting.

Kristin Taffe, CPA, ABV, Business Valuation Manager | Eide Bailly
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.

Morgan Hurst, Office Specialist, Technology Consulting | Eide Bailly
Morgan, with the assistance of a data architect, streamlines important financial reports for clients. From there, clients' management provides an expert to safeguard their financials, receive answers to questions, and obtain recommendations to enhance the profitability and growth of their company.