SMA Consulting

Financial Management Workshop

SMA iNHSS Summit

January 30-31, 2020
Orlando, FL

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

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 financial management workshop for company bookkeepers, controllers and company owners & managers, we will spend two intense and interactive days on the following agenda:

  1. Metrics & the Role of the Controller/Bookkeeper

  2. Financial Reporting

  3. Cash Flow Margin vs. markup and pricing formulas for profitability

  4. Operational Reporting & Uses

  5. Accounting Basics:
    1. The NAHB Homebuilder Chart of Accounts
    2. Income recognition methods for homebuilders
    3. How to avoid expense allocations
    4. Common month end and year end journal entries
    5. The best hard copy and electronic filing system for homebuilders

  6. Booking lot purchases, loan set ups and home closings.

  7. Why to keep land activity in a separate entity/division as much as possible.

  8. The timing of your month-end financial statements
    1. Reconciliations

  9. Overview of annual budgeting process

  10. Pricing strategies for homebuilders and an…

  11. Overview of a closed loop PO system.

The SMA financial management experts will lead attendees through the basics of a best practices homebuilder management accounting system. The session concludes with the topics of purchase order usage and budgeting. We limit attendees to 10 in this workshop to keep the presentation personal and the discussion centered on your needs as much as possible. This program is software neutral (although we do use QuickBooks as our example software). Whether you are an accounts payable manager or a CPA level controller we will reinforce the best practices of homebuilder management accounting.

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 - $699 for first attendee, $599 for second from same company, and $549 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. 

Contact Info

107 Viaroma Drive
Anderson, SC 29621

(321) 948-8737

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