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Understanding agency finance & forecasting

BCI Workshop

23rd Apr 2025

9am

-

12:30pm

Armadillo CRM, 1 - 2 The Distillery, Avon Street, BS2 0GR.

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>by Bristol Creative Industries

In this workshop, hosted by The Industry School, 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 – Jo and Sarah will use examples and scenarios throughout the workshop to make the content engaging, relevant and relatable.

Workshop agenda

  • Agency finance – the big picture
  • Understanding income recognition
  • Agency forecast planning
  • Project commercials and scope creep
  • Aligning financial planning to resource planning

What you will learn

  • An agency budget and how to build one
  • Income recognition: what it is and why we use it
  • Agency forecasting planning and how to positively impact the bottom line
  • The different types of project commercials and their pros, cons and watchouts
  • The cumulative impact of scope creep and how it has a negative impact on people, projects and profits.
  • How to join the dots and align finance planning to project and resource planning

Who is this workshop for?

This workshop is for those leading or working in an agency and looking to improve their financial plans and processes.

Hosts

Jo Petroccia – Operations Director at The Industry School. Creative Ops Consultant. Business Advisor, Trainer & Mentor.

Sarah Vick – Chair, Non-Executive Director, Board Advisor and Trainer.

Tickets

> BCI member tickets are £150+VAT.

> Non-member tickets are £295 +VAT.

If you’re not yet a member of Bristol Creative Industries, you can sign up here. You can also read about the membership perks here.

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About Bristol Creative Industries

Bristol Creative Industries is the membership network that supports the region's creative sector to learn, grow and connect, driven by the common belief that we can achieve more collectively than alone. 

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