Breakfast for Agency & Consultancy Leaders (20+ headcount firms)

Join us for a private, executive-level breakfast roundtable hosted by Harv Nagra – former group operations director and presenter of The Handbook: The Operations Podcast.

Planning season is here, and for most agencies and consultancies it still plays out the same way: finance builds a spreadsheet, everyone else nods along, and the plan gets filed away until next Autumn. With AI reshaping delivery and client expectations shifting faster than annual cycles can keep up, a plan that’s out of date by January isn’t good enough.

This session is designed for senior leaders who want their annual plan and budget to actually guide decisions – not just tick a box. We’ll get into scenario planning, forecasting discipline, and how to plan hiring and pay decisions with real confidence instead of guesswork.

You’ll be joined by an intimate group of leaders from forward-thinking agencies and consultancies, with space intentionally kept tight to ensure meaningful conversation. The discussion will follow Chatham House Rule – so you can speak openly, share challenges, and compare notes with true peers.

🔍 What we’ll cover:

• Building a budget with proper scenario planning – optimistic, realistic, and pessimistic, with clear triggers for each
• Where AI can genuinely sharpen scenario planning, and where it can’t replace judgement
• Planning for pay rises and hiring without guessing – tying headcount decisions to plan milestones, not gut feel
• Forecasting that works as an operating rhythm, not a once-a-year exercise

🎙️ Guest Expert: Adam Cooper

Adam is a Fractional CFO with 20+ years’ experience across marketing, media, and professional services organizations, and hosts The Fractional CFO Show, where operators share practical tactics for growth and control. Through his company, ACC Finance Solutions, his team provides Fractional CFO leadership to scaling service businesses – combining senior finance expertise with a structured finance function to improve visibility, strengthen margins and cash flow, and give founders greater control as they scale.

🥐 Agenda:

8:30–9:00 · Arrival, coffee
9:00–10:30 · Moderated discussion, sharing of challenges + solutions over breakfast
10:30–11:00 · Informal chat and close

Limited space. Request your spot using the form on the right – we’ll confirm based on availability.