SMA Consulting

Controller & CFO Financial Workshop

SMA iNHSS Summit

March 24, 2017
Salt Lake City, UT

8:30AM - 4:30PM 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).

In this advanced level, financial management workshop for company CFOs/Controllers and Owners/company managers, we will explore the advanced aspects of managing the financial functions within a world class homebuilding operation. The agenda will include the following:

  1. Overview of financial management 101 topics
    1. Income recognition
    2. Closing entries & trailing job costs

  2. The Power of F.O.C.U.S. overview

  3. Key financial and operational benchmarks for homebuilders

  4. Three Systems to Success
    1. Systemization: The Concepts
    2. Pricing model for profit efficiency
    3. Closed Loop PO System
    4. Pre-Con System

  5. Advanced job cost accounting and projected profit reporting

  6. Budgeting
    1. Budgeting & Job costing for multi-family projects
    2. Budgeting for Land Development Projects
    3. Sales, starts and closings budgets.
    4. Operational Profit Budgeting

  7. Reporting
    1. Financial Reports
    2. The role of the CFO/Controller in reporting beyond the financials
    3. Operational Reports
      1. Weekly
      2. Monthly
      3. Quarterly
      4. Annual

    4. Other Duties
      1. Payroll & Incentive/Feedback Reports
      2. Bank relationships & loan document preparation
      3. HR Duties
      4. Tax and audit preparations
      5. IT and computerization

The SMA financial management experts will lead attendees through an advanced set of agenda items designed to allow serious financial planning and budgeting within the builder’s operation. We limit registration in this workshop to keep the presentation personal and the discussion centered on your needs as much as possible.   We will give you the SMA Budgeting tool and have you set up a preliminary operational budget so plan to bring a laptop.

This workshop start at 8:30 AM and will end at 4:30 PM. SMA Inner Circle member price = $499 for first attendee, $399 for second from same company.  

Contact Info

6979 Kingspointe Parkway, Suite 11
Orlando, FL 32819

(407) 447-5209

info@smaops.com

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