SMA Consulting

Budgeting Workshop

SMA iNHSS Summit

November 16-17, 2017
Orlando, FL

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

Starting in 2017 workshop binders will be delivered as PDF files to attendees. Be sure to bring your laptop, tablet or other device with you to follow along with the presentation. If a physical binder is required please see the sign up sheet to order one (charges apply).

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 programs are in Orlando, FL. Registration is limited to first 10 registrations. All workshops start at 8:30 AM each day and end at 3:00 PM on the last day of the program. SMA Inner Circle member price = $599 for first attendee, $399 for second from same company. 

Contact Info

6979 Kingspointe Parkway, Suite 11
Orlando, FL 32819

(407) 447-5209

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