Financial Strategies and Business Metrics to Drive Profitability and Growth

Friday, June 26, 2026

10:15 AM - 12:30 PM US PT

Moderator(s)

Mike White, CPA

Principal
CLA
Addison, TX, United States

Faculty(s)

Christin Trujillo

Founder & Fractional CFO
Maven Financial Partners
Richardson, TX, United States
Izhak Musli

CEO
Get Kudos AI
Cooper City, FL, United States

Transform your financial acumen and business strategy! In this interactive session, you'll analyze P&L statements, optimize expenses, and unlock the power of KPIs to drive profitability and growth. Collaborate on actionable plans tailored to real-world challenges and leave equipped to elevate your business performance.

What to Expect & Learning Objectives:

Gain a strong understanding of financial statements, including P&L analysis, to identify trends and red flags.
Develop cost-cutting strategies and optimize resource allocation through hands-on exercises.
Understand key business metrics (KPIs) and their role in driving growth and efficiency.
Create actionable financial and operational improvement plans using real-world scenarios.

Presentations:

10:15 AM - 10:20 AM US PT

Opening Remarks
10:20 AM - 10:45 AM US PT

Financial Acuity: Key Fundamentals and Advanced Insights
Faculty: Mike White, CPA – CLA
Faculty: Christin L. Trujillo – Maven Financial Partners
10:45 AM - 11:30 AM US PT

Expense Optimization Exercise
Faculty: Christin L. Trujillo – Maven Financial Partners
11:30 AM - 12:15 PM US PT

Business Metrics: Key KPIs and Actionable Insights
Faculty: Izhak Musli – Get Kudos AI
12:15 PM - 12:30 PM US PT

Q&A / Closing Remarks