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Webinar Recording

SPI Research: The 5 KPIs That Matter for Professional Services Companies

Date: Tuesday, October 7, 2014
Time: 2:00 pm - 3:00 pm EDT There are no CPE Credits for this Solution Demonstration.
One of the most important issues facing finance executives within professional services organizations (PSOs) is driving profitable growth. As PSOs expand geographically, complexities associated with bill rates, different regulatory environments, worker compensation and workload burden cash flow and profitability. To fuel growth, PSOs must deliver high-value services, and rely on an information infrastructure built on critical KPIs to evaluate success and define areas for performance improvement.

Join Service Performance Insight, a global research, consulting, and training organization dedicated to helping professional service organizations make improvements in productivity and profits, for a compelling look at “The Five KPIs that Matter for Professional Services.” This webinar will explain:

  • The five key financial metrics on which PSOs should focus to drive performance
  • Why each metric is critically important, based on over seven years of research and analysis
  • How your company can apply these KPIs to drive growth and profitability

Every attendee receives a free download of SPI Research’s white paper: “Five Key Performance Indicators for Greater Financial Success.”

After attending this event you will be able to:
Discover 5 financial metrics critical to the success of professional services organizations
Understand how companies are leveraging technology to monitor key KPIs in real-time
Discover how to define near and long term strategies to impact each of five key financial metrics at your company


David Hofferberth, P.E., Managing Director, Service Performance Insight
David Hofferberth, P.E.
Managing Director, Service Performance Insight
David has over 20 years’ experience in information technology (IT) serving as an industry analyst, market consultant, and as a product director at Oracle. He is often considered the “Father of Professional Services Automation (PSA)” after he introduced the solution to the market in 1999, when he published the seminal report titled: Professional Services Automation: Increasing Efficiencies and Profitability in Professional Services Organizations. This report helped define the PSA market and introduced the concepts of PSA to thousands of services organizations.

David earned an MBA from Duke University and a BS in Industrial Engineering from the University of Tennessee. He is also a licensed Professional Engineer (PE). He is co-author of the ground-breaking new 2012 benchmark “The Professional Service Maturity™ Benchmark”.
Sharon Carnicelli, Senior Manager of Cloud Solutions, Intacct
Sharon Carnicelli
Senior Manager of Cloud Solutions, Intacct
Sharon Carnicelli is Intacct’s Senior Manager of Cloud Solutions focused primarily on the Services Sector. She assists customers in their use of Intacct’s cloud financial solution to improve their day-to-day financial processes and ultimately transform their business. She has been involved in the technology industry for over 20 years, and has worked exclusively with cloud applications for the past 5. Prior to Intacct, Sharon worked for Thomson Reuters as Senior Product Marketing Manager for Thomson Reuters’ cloud-based solution providing business intelligence and reporting capabilities to service companies.
Moderated by: Ernie Humphrey, Educational Programs Leader, Proformative
Moderated by: Ernie Humphrey
Educational Programs Leader, Proformative
Ernie currently serves as the CEO of 360 Thought Leadership Consulting and as the Educational Programs Leader for Proformative. 360 Thought Leadership Consulting helps companies define and unlock the strategic value of their thought leadership programs by delivering comprehensive marketing services and business development strategy consulting. Previously Ernie served as the Vice President, Educational & Marketing Programs for Proformative. Ernie has overseen the content and execution of over 200 events designed to further the careers of finance and accounting leaders and related professionals. Formerly, Ernie served as the Director of Treasury Services and as a Director of the Corporate Treasurers Council for the Association for Financial Professionals. Ernie has extensive experience in the areas of educational program development and execution, online marketing, website content management, international cash management, and acquisition integration. Ernie has a BS and MS in Economics both from Purdue University.


Event Sponsor Intacct
Intacct - Intacct is the cloud financial management company. Bringing cloud computing to finance and accounting, Intacct's award-winning applications are the preferred financial applications for AICPA business solutions. Intacct applications, in use by more than 8,500+ organizations from startups to public companies, are designed to improve company performance and make finance more productive. Hundreds of leading CPA firms and Value Added Resellers offer Intacct to their clients. The Intacct system includes accounting, contract management, revenue management, project and fund accounting, inventory management, purchasing, vendor management, financial consolidation and financial reporting applications, all delivered over the Internet via cloud computing.
By filling out this form you will become a member of Proformative, and are subject to Proformative's User Agreement. This webinar is provided to you for free by the sponsor, who may contact you later.

There are no CPE Credits for this Solution Demonstration.