SCORE How to Manage Your Business with KPIs (Key Performance Indicators)

Event description

Using financial statements to manage a business is a good place to start, but Key Performance Indicators(or KPIs)go to the next level. They provide more detailed insights of where your business is succeeding and failing. We will discuss the concept of leading KPIs which can give you an earlier read on the direction of your business than the typical financial statements.

This workshop will cover what KPIs are available, how to calculate them and how to select the

right ones for you given your type of business.

We will cover multiple KPIs in each of the following categories:

· Profitability

· Financial Liquidity

· Revenue

· Sale Process

· Sales Effectiveness

· Customer Service, Retention and Satisfaction

Our Presenter, Craig Linsky

27 Years in the Financial Industry with background in Customer Insights, Small Business Analytics & Research, Consumer Product Analysis Retail Credit Product Analysis, Investments Sales Management, Branch Management, Small Business Lending, Treasury (Asset/Liability) Management and Market Research.

FINANCIAL SERVICES VOLUNTEER CORP. EXPERIENCE

Conduct training seminars on strategic planning, marketing, new product development and competitive intelligence for bankers in Jordan, Tunisia, Egypt, Algeria and Iraq.

SCORE EXPERIENCE:

Ten years as a SCORE member. Six years as Chairman of the Client Education Committee. Develop, present and manage workshops on various small business topics. Provide one-on-one mentoring to entrepreneurs.