Thursday, November 30, 2023
9:00 AM CST - 4:00 PM CST 
Friday, December 1, 2023
9:00 AM CST - 4:00 PM CST 



This is an online event 


About the Instructor(s)

Trainers: John and Vicki LaPlant

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.

For questions about this event, contact:

Service Nation, Inc. 
or call 469-293-8820

This financial management workshop led by John and Vicki LaPlant 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.


Key Takeaways: 
  • 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?
  • 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:
  • Owner/CEO/President
  • Chief Financial Officers
  • Bookkeepers
What you need to bring:
  • Attendees must access this online workshop from a computer.
  • Please have a way to access your financials for use throughout the course.
  • If necessary, the trainer will provide tools and templates to the attendees via email (sent to the email address registered) the business day prior to the start of the workshop. 

Cancellation Policies: