This event aligns with the Professional and Organizational Application of ATD's Talent Development Capability Model.
How are you managing your finances as an independent consultant?
By joining this session, expect to improve financial control over your business, identify and calculate a healthy gross margin for your service, understand cost benchmarks in your industry and increase the predictability of your business.
You will have the opportunity to leverage a diagnostic tool for your own business financial management and you will receive a free report that compares your results against similar businesses. Join us, let’s do some cost analysis together, using real-life examples and gain skills to help you manage your finances as an independent training and development consultant.
Presenter: Adina Luca
Adina Luca is the director of financial management consulting company Profitable Insights Ltd in London, UK established in 2015. Her clients are owners and managers of small businesses in professional services. She spends her days making the most of her clients’ financial, marketing and any other business data to derive insights that inform their day to day strategic decisions. She then sets up tools to monitor the effects of their decisions through setting up fully customised financial reports and hence building a ‘virtuous cycle’ of profitability.
Adina uses her personal experience to help entrepreneurs all around the world to grow their business. Her current clients are located in UK, Romania, Poland, Canada and Singapore. She set up and ran her own medium-sized training and consulting business, where she employed fifteen people, and sold it after nine years. In London, she co-founded an analytics company that is now successfully run by her partner. She knows the joys and pains of small business inside out.
Adina has a multidisciplinary approach to consulting. Her education includes a professional diploma in management accounting with CIMA (Chartered Institute of Management Accountants) in London, HR Management professional post-graduate diploma courses with Seneca College, Toronto, and a Master’s in Psychotherapy with Regent’s University in London. She is also a certified Prince2© project management practitioner as of 2015.
Consulting projects ongoing and completed:
- Multi-annual forecast with integrated statements to raise investment for online platform company
- Cost analysis and supplier mapping for major online international polling company to support strategic procurement decisions
- Cost analysis and projections for cost optimisation to support outsourcing decision for major clothing retailer
- Compensation and benefits systems review and calibration for service companies
- CRM data analysis to identify sales strategy and improve sales reporting for energy efficiency consulting company
- Budgeting review and setting up dashboards for media company
- Calculation of mark-up pricing structure for profitability for interior design company
- Cashflow management structure and monitoring for food manufacture / retailer
- Financial projections for grant application for SaaS company
- Market review – interviews with major accounts – to position services for interior design and executive search companies
To connect with Adina via Linkedin please go to: https://uk.linkedin.com/in/adina-luca-44ba194
Zoom credentials will be provided in the confirmation and reminder emails. If you do not receive them, please contact admin@dcatd.org as soon as possible.
This event will be recorded and available to members in the Metro DC ATD Digital Resource Library.
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