Let’s face it, most agency owners don’t get excited about financial reports. But understanding your numbers can be the key to unlocking smarter, faster growth. In this engaging and approachable workshop, you’ll learn how to decode your financial reports and focus on the metrics that actually move the needle. Caroline Wesnitzer will guide attendees through the most important reports to review regularly, how to interpret them, and how to use them to make bold, strategic decisions. Then, you’ll roll up your sleeves for a hands-on budget-building session designed to give you practical tools and clear direction, without the overwhelm. No spreadsheets of doom. No dry financial lectures. Just real strategies, meaningful insights, and a new sense of confidence in your financial decisions. Whether you’re growing or stabilizing, this session will help you run your agency like the boss you are.
Caroline Wesnitzer is a seasoned entrepreneur and Fractional CFO with over 15 years of experience helping small businesses grow with clarity and confidence. As the co-founder and former COO/CFO of a successful agency, she scaled the business from a two-person startup to a multi-million-dollar operation with over 150 employees. Today, Caroline partners with business owners to provide financial clarity, improve profitability, and develop smart, sustainable growth strategies. A graduate of the University of Arizona and the Goldman Sachs 10,000 Small Businesses program, she blends strategic insight with hands-on experience. Caroline is passionate about helping entrepreneurs take control of their finances and lead with purpose. She lives in Arizona with her husband and three children, and enjoys yoga and cheering on the Arizona Wildcats.
Kellie Geres, APNA Executive Assistant
admin@theapna.org
See you in Scottsdale!