SMA Consulting

Budgeting Workshop

SMA iNHSS Summit

November 8-9, 2018
Orlando, FL

8:30AM - 5:00PM Thursday
8:30AM - 3:00PM Friday

This is a two-day workshop designed for company owners, Controllers and CFOs.  You will receive the latest version of the SMA Budgeting and Financial Statement tool as part of your attendance.   Many past attendees leave this workshop with their next year’s budget complete of nearly complete.  The agenda includes:

  1. Calculating backlog and even flow construction

  2. Income recognition budgeting differences custom builders vs. non-custom

  3. The impact of your backlog and the slot calendar

  4. The three homebuilding budgeting cycles
    1. Sales & Marketing budget
    2. Construction budget
    3. Closing and revenue budget

  5. Implementation of the SMA Budgeting spreadsheet

  6. Payroll budgeting best practices.

  7. Overhead budgeting metrics and best practices

  8. Budget vs. actual financial statements to keep the budget “live”.

  9. Capital budgeting & the impact on the balance sheet

Bring your laptop or Microsoft Excel compatible device as this is an intense hands-on budgeting program.  You will also need your most recent profit and loss statement, detailed to the individual accounts to assist with your overhead budgeting and your current organizational chart or employee list with current base salary information for the payroll budgeting exercise.

See the accompanying registration form to register. All workshops start at 8:30 AM and end at 5:00 PM on day one and 3 PM on day two. $599 for Budgeting workshop first attendee and $399 for the second from the same company. Registration limited to the first 10 participates to keep the session personal and interactive. Handout materials are provided via downloadable Dropbox folder or in a hard copy binder of an additional $25/binder fee.

Contact Info

6979 Kingspointe Parkway, Suite 11
Orlando, FL 32819

(407) 447-5209

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