Online Financial Management Workshop

Winter Semester 2023-2024

Section 1

P&L Budgeting – 3 classes (December 7 and December 14, 2023)

1. P&L Budgeting  
   
2. Operational Budgeting
   

Section 2

Metrics & Reporting – 6-7 classes

1. Financial Metrics (December 21 & repeated on January 4)
   
2. Operational Metrics & Reporting – Evenflow (January 11)
   
3. Operational Metrics & Reporting – Sales & Marketing (January 18)
4. Operational Metrics & Reporting – Job Cost & Variances (February 1)
5. Operational Metrics & Reporting – Warranty & Customer/Employee Satisfaction (February 15)
6. P&L & Gross Profit Reporting (February 22)
7. Balance Sheet Reporting (February 29 – Leap year!!)

Section 3

Controllership & CFO Role – 2-3 Classes (March 14 & March 21)

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 December 7 (see all dates included above). All classes on Thursdays at 10 AM 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.