Leverage Financial Benchmarking to Stay Ahead of the Curve

How do you know whether your firm is truly ahead of the market — or simply moving with it?

In uncertain times, financial benchmarking gives leaders the visibility to assess performance, uncover untapped opportunities, validate strategic decisions, and strengthen outcomes before market shifts force the issue.

Join Tom Godin, MBA, Sr. Director of Performance Consulting (Zweig Group), and Kate Allen, PE, MBA, Director of Strategic Growth Advisory (Stambaugh Ness), as they share practical examples and real-world stories from advising AE firms, with a focus on the key financial levers that drive profitability, resilience, and sustained performance.

Learning Objectives:

• Evaluate how financial benchmarking uncovers performance gaps that internal reporting alone may miss.
• Interpret peer comparison data to inform stronger strategic and operational decisions.
• Apply benchmarking insights to pricing, staffing, and growth strategy discussions.
• Use benchmark data to facilitate leadership conversations around performance, profitability, and accountability.
• Anticipate technology-driven industry shifts and their impact on financial performance.

Participants of this live webinar are eligible to receive 1 LU/PDH credit. A certificate of completion will be issued for self-reporting. Zweig Group is an approved continuing education provider with AIA and SHRM.