The busyness of everyday marketing tasks and assignments can sometimes make us forget how budgets and finance play an important role in the work we do. Why are budgets vital to our marketing roles, and how exactly do you go about establishing a budget? This 1-hour session will walk you through the relationship between finance and marketing and how a proper understanding of this relationship can help you develop a marketing budget tied to your overall firm strategy and adhere to it throughout the year. Travis will also explain how financial knowledge will enhance your big-picture understanding of your firm’s business and make you an even more valuable asset to your company.

Key Takeaways:

• Learn why finance is important to understand as a marketer
• Understand finance/accounting basics necessary for creating marketing budgets
• How to create an effective marketing budget
• Become a more well-rounded resource at your company with an enhanced big-picture understanding of your firm and potential customer’s business

 Speaker:

Travis Wilson, CPSM - Lochner, Associate Vice President
Travis Wilson, CPSM is a professional services marketer with over 18 years of experience in the Architecture, Engineering, and Construction (AEC) industry. He currently leads the Western Division marketing and business development efforts for the national transportation engineering firm Lochner. Prior to that, he served in multiple marketing roles for a national construction company and a regional architectural firm. Travis is a Certified Professional Services Marketer (CPSM) and active member of the Society for Marketing Professional Services (SMPS) and the Association of Proposal Management Professionals (APMP), regularly speaking and writing on marketing, business development, and proposal management.

REGISTER

CEUs Available: 1, 6 Management

Note: Only SMPS Members may register at member pricing. All ticket prices increase $25 on October 14.
Finding it difficult to allocate funds for SMPS programming and/or membership? The Colorado Believes page program is rooted in our core values of learning, commitment, and community through charitable giving, membership sponsorships, scholarships, and industry engagement. This program is also part of our efforts to help diversify membership and help provide opportunities for BIPOC individuals and DBE, WBE, MBE, VBR, and LGBTBE firms to elevate their marketing efforts while helping your company save. Please email SMPS Colorado’s admin for reduced pricing and scholarship opportunities.

If you are a member of another SMPS Chapter and would like a member rate, please email the admin. Job seekers, students, and other new professionals, please visit our Colorado Believes page for details on our student membership programs and professional development scholarship opportunities. Refunds are available if submitted to the admin one week prior to the event.