Portland, OR, October 7, 2013 — Following the success of our Workamajig® Project Management University, Creative Performance Inc. is pleased to announce our newly created Workamajig® Accounting University – a 4-day intensive training workshop outlining Financial Best Practices for marketing and advertising agencies.

To be held in Portland, Oregon from November 19 through 22, 2013, this University is the perfect opportunity for agency Controllers, CFOs, Bookkeepers, Accounts Payable clerks, and/or Accounts Receivable clerks to learn the best practices of how to fully leverage Workamajig’s integrated financial and project management platform.

For a full agenda and to register, click on our Events page.

 

UNIVERSITY LEARNING OBJECTIVES

  • Recognize roles of Accounting/Finance within an agency environment
  • Identify how project/campaign setup impacts billing + reporting
  • Understand the complexities of an integrated project management/accounting system
  • Explain the implications of Write-off vs. Write-up/Write-down
  • Apply best practice End of Month close process + reporting
  • Implement best practice client invoicing + revenue recognition
  • Facilitate billing meetings to improve communication between project management + accounting
  • Recommend if your agency should use Workamajig WIP functionality
  • Produce standard + customized agency financial statements
  • Create + analyze customized agency operational + financial reports
  • Design a revised chart of accounts based on agency best practice
  • Evaluate your agency’s realization gap (unrecognized billable hours) by client, project, service, employee + reason

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About Creative Performance Inc.                

Creative Performance is a niche consulting firm that specializes in marketing and creative Agency operations. They help clients dramatically increase their realization rates, utilization rates, client profitability and workflow while maintaining their creativity.  The CPI management team consists of former agency owners, focused exclusively on empowering agency principals to achieve their business and cultural goals.  CPI brings a balanced approach that emphasizes harmony between People, Process and Technology.  Clients include small, mid and enterprise organizations across North America.  CPI is a Workamajig® Expert Partner that tackles their most complex and sophisticated clients, including their largest enterprise deployment, a 1,300 person, 22-office agency.

 

About Workamajig®

Workamajig® is the most powerful and innovative project management software for ad agencies, design firms, in-house creative departments and everyone else in the creative industry. Workamajig® started more than 25 years ago as an operations and technology consulting firm to creative shops. But after seeing and experiencing the frustration that off-the-shelf project management systems caused, they decided to build their own customizable solution. Workamajig®, which was one of the first web-based systems ever built for the industry, quickly became a market leader. More than 17,000 users in creative firms ranging from 10 to 400 employees currently rely on Workamajig®. And 15% of the Fortune 500 companies use our creative agency software for their in-house departments. According to our calculations, Workamajig® is the most selected creative management system on the market.