Financial Strategies and Business Metrics to Drive Profitability and Growth

Saturday, May 30, 2026

10:30 AM - 12:30 PM US PT

Location: Business Mastery Stage - Royal Ballroom 3

Moderator(s)

Mike White, CPA

Principal
CLA
Addison, TX

Practice Development Coach(s)

Christin Trujillo

Founder & Fractional CFO
Maven Financial Partners
Richardson, TX
Mike White, CPA

Principal
CLA
Addison, TX
Izhak Musli

CEO
Get Kudos AI
Miami, FL

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:

10:30 AM - 10:35 AM US PT

Opening Remarks
10:35 AM - 10:55 AM US PT

Financial Acuity: Key Fundamentals and Advanced Insights
Practice Development Coach: Mike White, CPA – CLA
Practice Development Coach: Christin L. Trujillo – Maven Financial Partners
10:55 AM - 11:25 AM US PT

Expense Optimization Exercise
Practice Development Coach: Christin L. Trujillo – Maven Financial Partners
11:25 AM - 11:40 AM US PT

Business Metrics: Key KPIs and Actionable Insights
Faculty: Izhak Musli – Get Kudos AI
11:40 AM - 12:10 PM US PT

KPI Action Planning Workshop
Faculty: Izhak Musli – Get Kudos AI
12:10 PM - 12:25 PM US PT

Q&A
12:25 PM - 12:30 PM US PT

Closing Remarks