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Understanding Agency Finance

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About

Develop critical financial skills to enhance your impact and earn respect in the boardroom.

Understanding how agencies make and lose money is an essential element of career growth for young advertising practitioners.

This workshop teaches the skills you need to become a financial superstar and how you can individually contribute to the financial success of your agency and earn the respect of your colleagues and clients. Great financial acumen leads to more autonomy, provides the conditions in which great work can be created, and is the first step towards being taken seriously in the boardroom.

Led by Simon Lendrum, CEO of the Comms Council, this interactive course will provide the foundations of what is required to enable financial success.

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Who is this course for

Designed for account service, media, and digital managers, this course is perfect for professionals aiming to deepen their financial knowledge, enhance their decision-making skills, and drive their agency’s performance.

Learning outcomes

  • Gain confidence with essential financial terminology.
  • Understand how agencies generate and lose money.
  • Explore methods for charging services to clients.
  • Learn to identify and mitigate profit-to-loss scenarios.
  • Build trust with clients and colleagues by demonstrating financial competency.

How is the course delivered and assessed

 
Course delivery
Duration: ¾ day interactive workshop.
Format: Presentations, Q&A sessions, and practical financial scenario exercises.
Materials: Workshop takeaway guide for future reference.
 
Important dates
Course 1 Date: 19 March 2025
Booking Deadline 1: 28 February 2025
 
Course 2 Date: 27 August 2025
Booking Deadline 2: 1 July 2025
 
Pricing
Members: $600 + GST
Non-Members: $859 + GST
 
Terms & Conditions
Click here to read the courses terms & conditions. 

Ready to take the next step?

Take the first step toward becoming a financially savvy leader. Register now for the Understanding Agency Finance workshop and gain the insights you need to succeed.

 

 

Frequently asked questions

Who is this course for?Teal chevron pointing down

This course is relevant for anyone who comes in to contact with an agency’s financial process.

At a junior level it offers a grounding in agency finances and will make sense of why we request estimates, raise PO’s, and review and approve JCR’s.

At a more senior level it provides the essential skills required to demonstrate financial competency to earn the trust of your colleagues and clients.

How is the course delivered?Teal chevron pointing down

Following presentations on financial terminology, financial formulas and pricing models, you will then become an agency CFO and be given a number of scenarios to work through requiring you to deliver the best financial outcomes for your agency.

You will require a basic knowledge of Microsoft Excel and its formulas. You’ll be supplied with templates and work as teams, presenting your workings and outcomes to the group.

Can I attend remotely?Teal chevron pointing down

No. This course requires group work for optimal learning.

What kind of certification will I receive?Teal chevron pointing down

Following completion of the course you will receive a Comms Council Completion Certificate.

Who can I contact for more information?Teal chevron pointing down

Contact Lisa Motteram, Head of Learning and Development at lisa@commscouncil.nz or on 021 614 004