SMA Consulting

Controller & CFO Financial Workshop

SMA iNHSS Summit

June 14-15, 2018
Orlando, FL

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

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 starts at 8:30AM and will end at 5:00PM on day one at ends at 3PM on day 2. SMA Inner Circle member = $699 for first attendee, $499 for second from same company, $399 thereafter.   

Contact Info

6979 Kingspointe Parkway, Suite 11
Orlando, FL 32819

(407) 447-5209

info@smaops.com

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