In today’s dynamic staffing environment, strong financial leadership is no longer optional—it’s essential. This practical webinar will equip staffing owners and executives with the financial literacy needed to connect everyday operational decisions to long-term business health and liquidity. Participants will gain a clear understanding of how financial statements work together, why Accounts Receivable should be managed like a pending bank deposit, and how to mitigate risks such as client concentration and inadequate cash reserves. You’ll also learn how successful firms balance accrual and cash accounting to guide strategy while protecting day-to-day cash flow and maximizing tax efficiency.

Building on that foundation, the session will explore how to create a “living” budget that evolves with your sales pipeline, aligns leadership teams around realistic performance goals, and establishes data-driven hiring triggers. We’ll dive into strategic cash flow forecasting—including 13-week rolling projections and scenario planning—to help you anticipate challenges before they become crises. Finally, the webinar will address financial discipline during market downturns, offering strategies to avoid the “false cash” trap, protect margins, safeguard receivables, and maintain solvency when conditions tighten. Attendees will leave with actionable frameworks to strengthen financial resilience and confidently guide their organizations through both growth and uncertainty.

Speaker:  

• Steven Nicokiris, CPA, Managing Director,  CBIZ Advisors, LLC

NYSA Members: No Charge
Non-Members: $100 per person