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Understanding Agency Finance – 30% off for BCI members

Workshop

15th Oct 2025

9:30

-

13:00

Online

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>by rachel.keenan

In this workshop, you’ll develop a solid understanding of the financial principles that make an agency profitable. From building an agency annual budget, to forecast planning, income recognition and project commercials – we’ve got it covered.

We use examples and scenarios throughout the workshop that make the content engaging, relevant and relatable.

What you’ll take away:

  • You’ll understand an agency annual budget and how to build one.
  • You’ll understand income recognition: what it is and why we use it
  • You’ll have a good working knowledge of agency forecasting planning
  • You’ll understand the different types of project commercials and their pros and cons
  • You’ll learn how to join the dots and align finance planning to project and resource planning

Who should attend:

  • Client Services, all levels from AE to BD
  • Project Managers
  • Resource Managers
  • Operations & Finance 

Workshop agenda:

  • Finance – the big picture.
  • Understanding income recognition.
  • Agency pipeline & forecast planning.
  • Project commercials, the pros, cons and watch outs.

Next open workshop/s run online:

Date:       18th June / 15th October 2025

Length:  Half Day 9.30 – 1pm

Price:     £346.50 for BCI members, £395 pp for non members

In-house workshop, run for your team and aligned to your challenges and objectives:

Date:      By arrangement

Price:      £2,600 for up to 18 people

Trainers:

Jo Petroccia, Resource Management Consultant, Trainer and Mentor.

Sarah Vick, Chair / Non Executive Director for creative and digital businesses.

More information
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About rachel.keenan

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