In-House Agency Finance
Understanding the financial mechanics behind high-performing internal creative teams
As more brands bring creative capability in-house, internal studios are under increasing pressure to prove value, manage demand and operate efficiently — without behaving like a traditional profit-driven agency.
This practical workshop explores how in-house creative agencies can apply the core principles of agency finance to improve planning, capacity management, stakeholder relationships, and operational performance.
You’ll learn how leading in-house studios structure their teams, forecast demand, manage freelance spend, measure value, and build credibility with the wider business.
Using real-world examples and case studies from global brands and agencies, this session translates agency finance concepts into a brand-side environment — helping in-house teams move from reactive delivery partners to strategic business functions.
What you’ll take away:
- A clear understanding of how agency finance principles apply to in-house creative teams
- How other in-house studios structure budgets, chargebacks, and forecasting
- Better understanding of utilisation, capacity planning, and resource health
- A framework for demonstrating value beyond “cost saving”
- KPIs that help justify headcount, improve stakeholder relationships, and support growth
Who should attend:
This workshop is designed for:
- In-house creative agency leaders
- Creative Operations & Studio Managers
- Resource Managers
- Production & Project Management teams
- Finance Business Partners supporting creative teams
It will be particularly valuable for organisations looking to scale their in-house creative capability while improving visibility, accountability, and efficiency.
Workshop agenda:
- Agency Finance – Overview and Key KPIs
- What is the Difference Between Agency Finance and In-House Finance
- How Do Other In-House Studios Operate – Case Studies
- Key KPIs and Why They Matter
- Your challenges - discussion
In-house workshop, run for your team and aligned to your challenges and objectives:
Format: Half day, online or in person
Date: By arrangement
Price:
£2,600 for up to 12 people
Trainers:
Jo Petroccia, Creative Operations Consultant, Trainer & Mentor
NEXT SCHEDULED DATES
In-house Workshops
- By arrangement
If you would like to discuss booking this course for your team, or if you have any questions about our wider range of training courses, give Jo a call on
+44 207 323 1966
or complete the form below and we’ll get straight back to you.
The Industry School Contact Form
Open versus In-house Workshops
Open:
Our Open Workshop format is one of the most powerful aspects of our training offer. With a maximum of 12 participants, these live online sessions create a focused, friendly environment where you can connect with peers from a mix of agencies and brands. It’s a rare and valuable chance to step outside your own team and talk to people in similar roles—whether that’s strategy, client services, creative, or digital—and realise you're not alone in the challenges you face.
The beauty of the format lies in the shared experience. You’ll hear how others tackle the same dilemmas you're up against, from tricky client relationships to evolving briefs or team dynamics. Ideas are sparked, confidence grows, and by the end, you’ll leave not just with expert knowledge from our trainers, but with a sense of connection to a wider creative community facing the same pressures and opportunities as you.
In-house:
Our In-house Workshops format is ideal for brands and agencies looking to upskill larger teams with training that's completely aligned to their world. Delivered either in person or online, these sessions are tailored to your business—your goals, your challenges, your clients. It means the content lands deeper, feels more relevant, and drives immediate impact.
Running a workshop in-house also creates a unique space for your team to learn together, tackle shared issues, and build confidence as a group. Whether you're looking to sharpen creative thinking, improve briefing, or strengthen client relationships, the sessions become a springboard for bigger conversations and lasting change. Plus, with the flexibility to choose the date, format and location, this is training designed entirely around you.
Related Workshops
Others who looked into End to End Project Management training also asked for more information on these workshops.
End to End Project Management
Problem-based immersive training, delivering key skills for anyone project managing marketing projects.
Effective Resource Management
Our workshop focuses on how resource management is a strategic role crucial to the overall operations and health of a business.
MORE DETAIL
Advanced Project Management
For individuals looking to enhance their project management skills. Encompassing the techniques crucial to leading and attaining project success.
THE INDUSTRY SCHOOL
The Industry School is a member of CPD and our core workshops are CPD certified (Continuing Professional Development) and all attendees will receive a certificate that is widely recognised and valued in the UK and Europe. It demonstrates a professional's commitment to ongoing learning and growth.
Our full range of in-demand courses covers:
Project Management for Marketing & Marketers
Agency Account Management
Content Production For The Screen
Resource Management
Finance Planning
Print Production
AI In Marketing
What Our Clients Say
School Insights, News & Events
“Priced to win” (PTW) projects are common in agencies, offering a discount to secure new clients. While they can be a valuable tactic, they also carry risks if not managed carefully. Sarah Vick & Jo Petroccia examine the pros & cons of this double-edged sword.
When it comes to training, it’s what happens after the workshop that really matters.
The team at The Industry Club and The Industry School says while diverse casting is more visible than ever, true inclusion must extend behind the lens.
