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855 Valley Road
3rd Floor
Clifton, NJ 07013

Interactive Program Will Explore Use of Key Performance Indicators and Dashboards in Increasing Profitability

Event Date: May 21, 2014

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CLIFTON, N.J., May 9, 2014 – On Wednesday, May 21, SaxBST will host a Financial Managers Forum on “Maximizing the Performance and Profitability of Your Business” as part of its ongoing industry education series. SaxBST Partners Marc Blumenthal and Joseph Shannon will lead this interactive program, which explores the use of Key Performance Indicators (KPIs) and Dashboards in managing business metrics to increase a company’s profitability. Free and open to the public, the forum will take place from 8 to 10:30 a.m., at SaxBST’s offices at 855 Valley Road in Clifton. The program qualifies for CPE credits.

During “Maximizing the Performance and Profitability of Your Business,” industry veterans Blumenthal and Shannon will discuss a range of best practices for financial managers. Topics include what types of measurement data are essential for success, how to act on that data and how to organize monthly presentations of KPIs for maximum impact to stakeholders. Blumenthal, CPA, leads SaxBST’s tax group and Shannon, CPA/ABV, CVA, CFE, leads SaxBST’s litigation and valuation group.

For more information or to register for the workshop, please contact Danielle Atkinson at datkinson@saxbst.com. or (973) 472-6250. Breakfast will be served.

One of the top 100 accounting firms nationally, SaxBST is a multi-disciplinary accounting, tax and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities and high-net-worth individuals throughout the New York tri-state area. Based in Albany, N.Y.; Clifton, N.J.; Mineola, N.Y. and New York City, SaxBST is the outgrowth of a merger between two of the area’s most prominent accounting firms, Sax Macy Fromm & Co., PC (SMF) and Bollam, Sheedy, Torani & Co. LLP (BST). SaxBST’s expertise covers a range of industry areas and niches including real estate, construction, manufacturing and distribution, employee benefits, retail, financial services, healthcare, professional services, not-for-profit, governmental entities and labor unions.


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