When
Tuesday, April 21, 20269:00 AM CST - 4:30 PM CST
Where
ONLINE
Buford and Kim Martin have spent over 35 years in the trades industry. After earning her accounting degree, Kim started working for a HVAC/Plumbing wholesale company as a bookkeeper and worked her way to Controller. Buford obtained his HVAC certificate at the young age of 19 and began working in the field for the largest HVAC company in their area. He later joined the wholesale world as an HVAC manager. After some soul searching, they decided to take their combined talents and open their own HVAC company. They ran the company together for 15 years with many trials and tribulations. During those years, they learned how to use financials, budgets, and KPIs to run their business. In 2021, they sold their company and began their coaching journey. They have a great passion to help contractors achieve their goals.
Financials 105: Cash Forecasting & Month-End Close
This practical session focuses on two critical areas of financial management: cash forecasting and the month-end close. Participants will learn why managing cash is just as important as tracking profitability, and how accurate cash forecasting helps prevent cash shortages, support daily operations, and plan for future growth.
The class also covers best practices for an efficient and accurate month-end close, ensuring financial data is timely, reliable, and ready to support informed decision-making. Attendees will leave with practical tools, including a customizable cash forecasting spreadsheet and a month-end close checklist that can be immediately applied to their business.
Key Takeaways
- Gain Control Over Cash Flow and Forecast with Confidence: Learn how to accurately forecast cash to avoid cash crunches, plan for operational needs, and make informed investment decisions.
- Improve the Accuracy and Efficiency of Your Month-End Close: Apply best practices that streamline the close process, improve data reliability, and ensure financial reports are ready on time.
- Leave with Practical Tools You Can Use Immediately: Walk away with a ready-to-use cash forecasting spreadsheet and a structured month-end close checklist to support your team and strengthen financial operations.
- Owner/CEO/President
- General Manager
- Finance Staff
Cancellation Policies:
Service Nation Alliance and Premier Workshops/Tours
Service Nation Alliance members may attend standard Alliance training courses at no charge. Premier classes, however, have a cover fee for all participants, including members and non-members. If you are unable to attend a training course, please notify us at least 7 days prior to the event. If notified less than 7 days prior to the event, you will be charged a late cancellation fee equal to the total cost of the class.
Members & Non-Members
If you have paid to attend a training course, please notify us at least 7 days prior to an event if you are unable to attend for a 100% refund of your registration fee. If notified less than 7 days prior to the event, you will be charged a late cancellation fee equal to the total cost of the class.
No Show
Service Nation Alliance
If you are registered for this event and do not attend, you will be charged a no-show fee equal to the total cost of the class.
Members & Non-Members
If you are registered for this event and do not attend, you will be charged a no-show fee equal to the total cost of the class.
To Cancel Attendance
To cancel attendance for any training event, call 469-293-8820 or send an email to sntraining@servicenation.com including the course title, start date, and the registrant's first and last name.
Online Course Registration Policy
Registration fees for online courses are non-refundable.
Class Cancellation Policy
On occasion, due to unforeseen circumstances or circumstances beyond our control, a class may have to be canceled. We will avoid these cancellations if at all possible.
One of the causes of a canceled class may be low enrollment. If a class does not meet the minimum enrollment (which can differ by class and circumstance) by two weeks prior to the start date, Service Nation, Inc. reserves the right to cancel or reschedule the class. You can help prevent this situation by enrolling in classes early.
In the event of a cancellation, you will be notified, and any funds paid will be refunded.
Notice of Photographic and Media Recording
Service Nation, Inc. may take photos and videos during this event. Please let us know if you do not consent.