Type: Online

“As your agency becomes more established, usually the complexity of the business increases, you’ve got a bigger team – so there’s a good distance between the owner and the people doing the work,” says Pam Phillips, founder and MD of de Jong Phillips. “But practically, how can leaders build their finance function so that they themselves no longer need to be running the finances themselves?”

Pam will be on hand in this month’s CFO Surgery to help you work out how best to scale your finance team, and what hires you should be making for the long-term benefit of your agency.

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A lot of our members are taking the reins right now – but it’s a tricky cross to bear. How can you fill your founder’s shoes and assert yourself as a leader, in your own way? How are you adapting to the challenges that come with leadership?

Our new leaders’ hangout is a private place for you to chat about your wins and worries in a safe space with others going through it too.

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At this month’s client services mastermind, we’re asking: how do you manage international client relationships?

How can you strengthen relationships with overseas clients without meeting in person? How does each continent differ in how they do business? And how do you approach an international client when you’ve never done business outside of the UK before?

Come along to discuss all this and more, and get advice from others on this topic. If you’re clued up on this already, please lend your expertise!

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Referrals are by far the easiest route for agency new biz… but what happens when the referrals run out?

In this session, Steve Fair takes us through what the cold channel outreach landscape really looks like and why – and shares what you can do to create a cheaper (and more sustainable) new biz outreach programme that doesn’t mess with your agency’s brand.

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“When agency owners feel stuck, they normally don’t have anyone to bounce ideas off. So the idea kind of plateaus,” says growth consultant Freia Muehlenbein.

Do you have a plan that you’ve been trying to put in motion? Maybe you’re interested in scaling your team, but don’t know where to start – or your financial performance is lower than you’d like, and you need to take your agency’s revenue up a notch. In this session, Freia will be on hand with expert advice on how to ‘get unstuck’ and make meaningful strategic change happen in your business – without the headache.

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Agencies strive to have an open and fair culture – but it’s not as easy as it sounds. This is something that Katy Howell not only champions, but has successfully achieved over the last year at immediate future.

Join us as we chat with Katy about creating a more open culture, simply by being upfront as founders – and be sure to bring your own experiences too.

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The way agencies work has changed drastically in the last three years – but have you ever considered hiring distributed teams? David Wain-Heapy and Bachir Smahi run Prodigi, which helps agencies hire teams that work in harmony all over the world. Join us as we talk in more detail about the distributed teams model and its preconceptions, and how it could benefit you and your agency’s growth.

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While generative tools are having their moment in the sun, in what other ways can your agency harness AI? Vincent Sider, AI trainer and founder of GetInference, says agencies should already be embracing machine learning as part of their funnel.

We’ll be discussing all of this with Vincent in this month’s AI mastermind – and he’ll also be showing us how machine learning works in action. Join us as we explore a different side of the AI boom, and how it could benefit you.

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Should you be more ‘picky’ with the clients you work with? Some agencies avoid working with certain companies to uphold their purpose-driven reputation; others say it’s too risky. Where do you sit?

In this session, Ranzie Anthony, founder and CEO of Athlon, shares why his agency only works with certain kinds of organisations, as well as the benefits of narrowing your client pool.

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