FINANCIAL MANAGEMENT WORKSHOP

Course Overview:
The Financial Management Workshop consists of seven “virtual”  live classes introducing all aspects of homebuilding financial best practices . Classes are approx. 75 minutes in length, to be held on a consistent day and time each week (tbd) starting the week of October 16. All classes are recorded.

Scope:
SMA Stand-alone training  ~and~ also a prerequisite for the SMA CFO & Controller certification Program

Curriculum:

  • Class 1: Income Recognition Methods in Homebuilder Accounting & Managerial Accounting Chart of Accounts.  Overview Financial Reporting. 

  • Class 2: P&L Metrics: Benchmarks for Success

  • Class 3: Balance Sheet Management & Cash Management Best Practices

  • Class 4: Using Purchase Orders to Job Cost and Track Job Budget to Actual Variances & VPO reporting.  The King of the Homebuilder Financial Reports; The Gross Profit Report

  • Class 5: Madera CM Software to help track cash and even flow operations

  • Class 6: Budgeting for Operational Income & Expenses 101

  • Class 7: Review and learning assessment preparation

LEARNING ASSESSMENT:  A comprehensive online exam will be available upon completion of the series. This test is optional for workshop-only  attendees but required for those continuing on to the SMA CFO/Controller Certification Program.

INVESTMENT:
The  SMA Financial Management Workshop is $799 per attending company.  Register below.

Bob Whitten GM SMA

Instructor: Bob Whitten, Managing Partner of SMA Consulting. 
Bob’s unique experience spans five decades as both a successful financial executive at some of the nation’s  top-100 homebuilders, and in-demand industry consultant.