Budgeting - It's more than just playing with numbers! NSW April 2019


Budgeting - It's more than just playing with numbers!

  Free Seminar

Recording Date: 11-Apr-2019

Recording Type: Video + Slides

Steve Sampson, Steve Sampson Consulting

Steve runs a consulting business (Steve Sampson Consulting) working into professional services and related businesses and has held CEO, COO, GM and CFO roles in several larger mid-tier firms.

During these years in the professional services space, Steve’s focus has been on growing and improving profits, assisting with high-level business planning support and, as needed, the day to day operations of those businesses.

Steve has extensive experience in both the corporate and professional services arenas with a professional career spanning over three decades. Prior to moving into professional services in 2001, he worked in the telecommunications sector for 12 years, seven years working off-shore in Singapore, the UK and the USA in a range of roles spanning Finance, Sales and Account Management, Manufacturing and Development and Territory management.

Upon his return to Australia, he moved into the professional services sector and has now accumulated over fifteen years of successfully managing professional services firms.

Steve holds a Bachelor of Economics (in Finance) from Macquarie University and an MBA from Macquarie Graduate School of Management. He is a Fellow of CPA Australia (FCPA) and a Fellow of the Australian Institute of Company Directors (FAICD).

Steve has been involved in ALPMA in an executive capacity for over fifteen years and was appointed as a Life Member in Oct.'17, having been on various Victorian and New South Wales State Committees, holding the role of National Treasurer for two years and serving as National President from 2005-2007. Steve is also a non-Executive Director and Head of the Audit & Risk Committee of the NSW Branch of the Animal Welfare League.

Overview: Every year, law firms spend weeks (and sometimes months) planning for the year ahead. Exporting data. Building spreadsheets. Having meetings. More spreadsheets. Conducting performance reviews. Assessing Hourly Rates. Discussing expectations. Yet more spreadsheets! Then importing the result into the Practice Management System. Running reports. Analysing performance. And, in some (many?) firms, having done all that work, promptly ignoring the reports because, “the budget is wrong”. Or “it’s not my budget. I didn’t agree to that”. Or, “you don’t understand. Things have changed!”.
If that all sounds familiar, then this seminar is for you.
With nearly 20 years working into Professional Services firms, Steve will go through ways to make sure that the budget process produces realistic outcomes that are ‘owned’ and that will assist you and the firm to react to the year ahead as it unfolds, in likely unexpected ways.

CPD: 1 CPD Unit/ 1 NZ Hour Practice Management and Business Skills


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