Controller & CFO Financial Conference

Postponed due to Covid-19 TBD

Venue: (Room reservation links are at the bottom of this page)

Wyndham Lake Buena Vista Resort
1850 Hotel Plaza Blvd
Lake Buena Vista, Florida 32830
(800) 624-4109

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.

See the above registration form link to register.  All programs in Orlando, FL are at the Wyndham Lake Buena Vista Resort at Walt Disney World.  All workshops start at 8:30 AM each day and end at 3:00 PM on the last day of the program.  Price changes per attendee - $899 for first attendee, $699 for second from same company, and $599 for each aditional thereafter.   

Sleeping room reservations can be made at the following links: (Select your appropriate dates)

Wyndham Garden Lake Buena Vista SMA Consulting Corporate Rate - these are on property and slightly less costly, but not connected directly with the tower and the meeting room. 

Wyndham Tower Lake Buena Vista SMA Consulting Corporate Rate - these are the tower rooms in the same building with the meeting rooms.