Webinar: Get a Grip on Your Business: The EOS Scorecard and Measurables by ALFi

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Presenters

Thomas Sauvageau

Professional Implementer

Thomas is all about small business. Over his career he has owned or partnered in 33 small businesses from accounting and finance to real estate and hospitality industries. Thomas has gone through the struggles of being a small business owner. With over 20 years of owning, leading, and managing businesses he’s gained a wealth of knowledge both through the successes and failures of his own businesses.

Rebecca Sheppard

Partner

Rebecca Sheppard is a Partner at Frost Law with extensive experience representing clients before the IRS and state taxing authorities. She advises on audits, appeals, and tax litigation, focusing on employment tax and the Employee Retention Credit. Rebecca is known for her practical, innovative approach to controversy work and her ability to translate complex tax issues into actionable guidance for practitioners. She regularly speaks on tax procedure and controversy topics to professional audiences. She is a member of the Maryland State Bar Association’s Taxation Section Council.

About

Program Field of Study: Management Services
Program Level: Basic
Who Should Attend: CPAs, Enrolled Agents, Attorneys, tax preparers, small-business owners
Credits: 1 CPE
Advanced Preparation: None
Prerequisite: None

Most entrepreneurs work hard and still feel like the business is running them. The same issues come back every quarter. The team isn't clear on where the company is headed. Meetings drag. And accountability throughout the organization is a day to day struggle.
This session is a review of the basics of EOS, the six components of any strong business. However, we will focus this time on digging further into the Data component and what tools EOS uses to drive accountability in your organization through the review of the EOS scorecard at the leadership and departmental levels(depending on your organization’s size) as well as employee measurables.

Agenda

Identify the Six Key Components and pick the one causing the most pain in their business today.
Discuss the basics of both the company scorecard and departmental scorecard
Build a first leadership Scorecard of 5 to 15 weekly numbers, each with a goal and a single owner.
Understand what an employee measurable is and why that helps drive accountability throughout an organization.