Understanding Financial Metrics and Why They Matter

Presenter: Megan Miller, CPSM, Deltek
Tuesday, March 12, 2019, 2–3:30 p.m. EST/1 p.m. CST/Noon MST/11 a.m. PST

Session Description

Balance sheets, profit and loss analysis, and financial reports can seem daunting to marketing and business development teams. But understanding your firm’s key financial metrics and how they impact you is critical to your career development. During our March webinar, you’ll discover the method behind the metrics and what they mean to marketing and business development. Learn which key performance indicators (KPIs) are most important to your business, tips for monitoring the metrics, and how marketing and business development can impact the numbers. Business transformed through marketing leadership begins with marketing and business development understanding the business and that starts with you.  

Session Learning Objectives:

During our March webinar, participants will:

  • Understand what’s behind key metrics and why they are important to the business
  • See critical financial and firmwide metrics through a marketing lens
  • Learn which KPIs are critical for your business and ensure your whole team is working toward the firm’s strategic goals
  • Understand how to create balance with your metrics to maintain organizational alignment between functional areas
  • Identify steps to start applying and monitoring key metrics and benchmarks to your business

     Cosential - CRM and Proposal Generation for AEC

SMPS webinars are sponsored by Cosential

Megan Miller, CPSM

Product Marketing Manager

Megan Miller, CPSM, is an experienced marketing professional with a passion for helping A/E/C firms know more about their business and do more for the clients. She leads the Deltek Clarity A&E Industry Report, providing key insights, benchmarks and trends to A&E firms throughout the U.S. and Canada. Prior to joining Deltek, Megan spent more than 10 years in the A/E industry and continues to work with firms around the world to help them improve their businesses through better processes and solutions so they can win, manage, deliver, and measure more. Megan is currently serving as the president of SMPS Greater Cincinnati.

SMPS webinars are approved for 1.5 continuing education units for the Certified Professional Services Marketer (CPSM) program and 1.5 learning units from the American Institute of Architects. Recordings of SMPS webinars are approved for 1.5 CPSM CEUs.

Per-Site Registration Fee*  

SMPS Member Site Registration: $199

Nonmember Site Registration: $259  

*Remember: webinars are open to your whole staff. Your team can participate from one location in your office for one fee. Register today and benefit from affordable, convenient, actionable learning and earn valuable CPSM CEUs and AIA LUs!  

Recordings of SMPS webinars are available to train your marketing professionals. Learn more 

  • Register
    • Non-member - $259
    • Member - $199
    • *Further discounts may apply once you log in.


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