Online Financial Management Workshop

Fall Semester 2024

Section 1

P&L Budgeting – 3 classes (December 3 and December 10, 2024)

1. Managerial Accounting & P&L Budgeting (includes 5 recorded videos on account ting for special items in the homebuilder’s typical business model).
   
2. Operational Budgeting (includes one recorded prerequisite video on income recognition)
   

Section 2

Metrics & Reporting – 6 classes

1. Financial Metrics (October 17)
   
2. Operational Metrics & Reporting – Evenflow (October 24)
   
3. Operational Metrics & Reporting – Sales & Marketing (October 31)
4. Operational Metrics & Reporting – Job Cost & Variances (November 7)
5. Operational Metrics & Reporting – Warranty & Customer/Employee Satisfaction (November 14)
6. Balance Sheet Reporting (November 21)

Section 3

Controllership & CFO Role – 3 Classes (December 5, 12 & 19)

1. Structure of the Accounting Department – job descriptions and roles at various company volumes
   
2. Accounting Department Best Practices
   
3. Work Flow in accounting – weekly, monthly, quarterly and annually
   

 Notes:

We will be starting October 3 (see all dates included above). All classes on Thursdays at 1:30 PM Eastern Time. All classes are recorded and provided to attendees as a link to be downloaded and saved within 2 working days of each session. 

Tuition is $1490 for first attendee per company and $490 additional to add as many team members as needed. 

We use Go to Meeting for our virtual classes and you will want to make sure you download the free user application files available from www.gotomeeting.com. Do this before the first class is scheduled.