Thursday, September 22nd, 2022
9:00 AM CST - 4:00 PM CST
Friday, September 23rd, 2022
9:00 AM CST - 4:00 PM CST
Service Nation Headquarters 750 Canyon Dr. Ste 230
US Driving Directions
About the Instructor(s)
John LaPlant has worked in the hvac and plumbing contracting industry for over 50 years. And Vicki LaPlant has over 40 years in the industry. Both have worked with all sizes of contractors and learned the best practices, systems and ideas from the very best. John received the distinguished Servant Leader award from Service Roundtable in 2012. Vicki became a member of the HVAC Hall of Fame sponsored by Contracting Business in 2017. She received the Tom McCart Consultant of the year award in 2013. And is a recipient of the distinguished Servant Leader award from Service Roundtable. After 20 years of owning a consulting and training company specifically focused on the contracting industry, Vicki and John joined Service Nation in 2016 as business coaches and trainers. The ideas and tools that John and Vicki bring are practical and easily applied in the real world of contracting.
-Transportation to and from Service Nation Headquarters-Complimentary Daily Continental Breakfast
Discounted rates are available for attendees at Hyatt Place Dallas/Grapevine.
In addition to a comfortable room, Hyatt offers:
Please check your registration confirmation email for the link to reserve your room.
If you still need help, please email email@example.com or call 469-293-8820
This Financial Management Workshop is a 2-day event that will provide hands-on training in key areas. Instructors will help you understand the interaction of the income statement, balance sheet and cash flow statement.
The most successful companies know how to read the story these 3 financial statements tell and how and where to make adjustments in order to make the business even more successful, profitable and less cash constrained. You will use your company financial statements, outline the story they tell and lay out a tactical plan for enhancing the story. Because the class will be limited to 8 companies, you'll receive personalized assistance throughout the workshop.
- Introduction to the Balance Sheet & Cashflow Projection
- What is the difference between an Income Statement & a Balance Sheet
- Basics of a Balance Sheet
- Categories / Accounts on a Balance Sheet
- How a Balance Sheet Works
- How a Balance Sheet Helps Company Management Make Decisions
- How Transactions Impact Balance Sheets
- Profitability Ratios
- Solvency Ratios
- Efficiency Ratios
- Cash Flow Projection
- What is a cash flow statement?
- Realities of a Cash Flow
- Where is the money my accountant says I made in Profits? Two Examples of Cash Flow Projections
- Relationship of Profit and Cash Flow
- Two Examples of Cash Flow Projections
Who should attend this course?
While anyone who is interested may attend this course, the target audience is:
- Cheif Financial Officers
What you need to bring:
- It is always useful to bring a laptop or tablet with you to a training course.
- Please have a way to access your financials for use throughout the course.
- The trainers will provide spreadsheets and templates for use throughout the course.
- A catered lunch will be available for attendees for each day of the course.
Service Nation Alliance Service Nation Alliance members may attend training classes free of charge. Please notify us at least 10 days prior to an event if you are unable to attend. If notified less than 10 days prior to an event or if registrants don't attend the event, a $499 cancellation fee may apply. Retail Contractor Coalition, Service Roundtable, Associate, and Non-Members If you have paid to attend a training course, please notify us at least 10 days prior to an event if you are unable to attend for a 100% refund of your registraiton fee. If notified less than 10 days prior to an event or if registrants don't attend the event, a $499 cancellation fee may apply.
To cancel attendance for any training event, call 877-262-3341 or send an email to firstname.lastname@example.org
including the course title, start date, and the registrant's first and last name.Class Cancellation PolicyOn occasion, due to unforseen circumstances, or for circumstances beyond our control, a class may have to be cancelled. We will avoid these cancellations if at all possible.One of the causes of a cancelled class may be low enrollment. If a class does not meet the minimum enrollment (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 of the cancellation, and any funds paid will be refunded.