Know It Now Workshop: A Seller’s Guide to Financial Statements

Your customers are intimately familiar with their company's most recent results -- are you?

For customers large or small, publicly traded or privately held, their financials clearly signal where you can help them improve performance.

Join us June 29, 2010, at 8:30 a.m. Pacific Time for a workshop that blends award-winning Know It Now online learning courses Customer Insight and Financial Statement Analysis followed by a one-hour virtual session delivered by Jim Melillo, president of Executive Conversation.

What You Gain

By learning to read the story behind your customer's numbers, this non-technical workshop shares actionable, repeatable skills to:

  • increase opportunities in your pipeline
  • sustain and nurture executive relationships
  • keep current on your customer's performance
  • strengthen your financial acumen
  • avoid areas where you should not invest your time


Led by Executive Conversation President Jim Melillo, who offers 25 years of CFO and C-level experience, you'll gain a buyer's perspective on how to sell your solution's ability to improve customer business performance.

Agenda

This workshop pairs award-winning Know It Now online learning with a live, executive-led online session delivered by acclaimed speaker Jim Melillo.

Online coursework (2 hours)

  • Customer Insight course
  • Financial Statement Analysis course


Live Executive-led Workshop (1 hour)

  1. Story behind the numbers
    4 income statement focal points
    Balance sheet do's and don't's
    Insider extras - the hidden jewels
  2. From trends to opportunity
    Using industry insights
    Avoid low return on time areas
  3. Output: Target customer engagement plan

Who Should Attend

  • Sales Management
  • Account Managers
  • Field Sales Personnel
  • Sales Engineers
  • Account Teams
  • Marketing Teams
  • Business Development Managers