Understanding Agency Forecasting
& Finance Planning
In this workshop, you’ll develop a solid understanding of the financial principles that make an agency profitable. From building an agency annual budget, to forecast planning, income recognition and project commercials – we’ve got it covered.
We use examples and scenarios throughout the workshop that make the content engaging, relevant and relatable.
What you’ll take away:
- You’ll understand an agency annual budget and how to build one.
- You’ll understand income recognition: what it is and why we use it
- You’ll have a good working knowledge of agency forecasting planning
- You’ll understand the different types of project commercials and their pros and cons
- You’ll learn how to join the dots and align finance planning to project and resource planning
Who should attend:
- Client Services, all levels from AE to BD
- Project Managers
- Resource Managers
- Operations & Finance
Workshop agenda:
- Finance - the big picture.
- Understanding income recognition.
- Agency pipleine & forecast planning.
- Project commercials, the pros, cons and watchouts.
Next open workshop/s run online:
Date: 18th June / 22nd October 2025
Length: Half Day 9.30 - 1pm
Price: £395 pp
In-house workshop, run for your team and aligned to your challenges and objectives:
Date: By arrangement
Price:
£2,600 for up to 18 people
Trainer:
Jo Petroccia, Resource Management Consultant, Trainer and Mentor.
Sarah Vick, Chair / Non Executive Director for creative and digital businesses.
NEXT SCHEDULED DATES
Open Workshops
- 18th June 2025
- 22nd October 2025
In-house Workshops
- By arrangement
If you would like to discuss booking this course for your team, or if you have any questions about our wider range of training courses, give Jo a call on
+44 207 323 1966
or complete the form below and we’ll get straight back to you.
The Industry School Contact Form
Open versus In-house Workshops
Open:
Our Open Workshop format is one of the most powerful aspects of our training offer. With a maximum of 12 participants, these live online sessions create a focused, friendly environment where you can connect with peers from a mix of agencies and brands. It’s a rare and valuable chance to step outside your own team and talk to people in similar roles—whether that’s strategy, client services, creative, or digital—and realise you're not alone in the challenges you face.
The beauty of the format lies in the shared experience. You’ll hear how others tackle the same dilemmas you're up against, from tricky client relationships to evolving briefs or team dynamics. Ideas are sparked, confidence grows, and by the end, you’ll leave not just with expert knowledge from our trainers, but with a sense of connection to a wider creative community facing the same pressures and opportunities as you.
In-house:
Our In-house Workshops format is ideal for brands and agencies looking to upskill larger teams with training that's completely aligned to their world. Delivered either in person or online, these sessions are tailored to your business—your goals, your challenges, your clients. It means the content lands deeper, feels more relevant, and drives immediate impact.
Running a workshop in-house also creates a unique space for your team to learn together, tackle shared issues, and build confidence as a group. Whether you're looking to sharpen creative thinking, improve briefing, or strengthen client relationships, the sessions become a springboard for bigger conversations and lasting change. Plus, with the flexibility to choose the date, format and location, this is training designed entirely around you.
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THE INDUSTRY SCHOOL
The Industry School is a member of CPD and our core workshops are CPD certified (Continuing Professional Development) and all attendees will receive a certificate that is widely recognised and valued in the UK and Europe. It demonstrates a professional's commitment to ongoing learning and growth.
Our full range of in-demand courses covers:
Project Management for Marketing & Marketers
Agency Account Management
Content Production For The Screen
Resource Management
Finance Planning
Print Production
AI In Marketing
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