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Flamingo Resort
2777 4th St.
Santa Rosa, CA 95404
(707) 545-8530

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Wednesday, April 18, 2018, 10:00 AM - 5:00 PM PDT
Category: Courses & Seminars

PSMJ Financial Management for A/E/C Firm Leaders

Some of the valuable take-a-ways from this compressed 1-day seminar include:

See why labor utilization has a poor correlation with profitability and the only key performance indicator that has a 100% correlation with profitability.
Permanently reduce your work-in-process and accounts receivable that are causing major working capital drags.
Use the secrets that other A/E/C firms are using right now to achieve a 5.0 (or higher!) Net Direct Labor Multiplier.
Determine the optimum price for your services in each of your market or service areas.
Accurately forecast the cash demands that growth will put on your firm (and get the tips to manage them).

We all know that finance can be messy.  Just covering some basic definitions or a speaker going on and on speaking AT you on all things finance is an easy way to get to glazed-over eyes and no tangible changes back at the office.

This workshop includes hands-on team exercises on a wide range of learning points to ensure that you are ready to make improved profits and better cash flow a reality starting on Monday when you are back in the office. 

The modules will include:

Financial Reporting: Important financial modeling concepts

Business Planning and Budgeting: Containing the Peer Self Assessment Tool

Pricing: The key issues.

Project Controls

Managing Cash: Important issues for many firms!

Managing Overhead

Implementing What You Learned: Summary and action items developed by course participants.

Download Financial Short Course Brochure

*Please note: Registration for PSMJ's Financial Short Course on Wednesday April 18th does not include conference registration or any conference related events or meals.

Lunch will be provided during the short course to participants only. If you wish to register for CalGeo's Annual Conference April 19-21st, 2018, please Register here for the Conference.


CalGeo Member Early-bird short-course registration (available until Feb. 22, 2018): $650

CalGeo Member Regular short-course registration: $750

Non-Member short-course registration: $995

Registration Deadline: March 26, 2018 - REGISTRATION IS NOW CLOSED

Required Materials

Attendees are required to bring:

  • A laptop or tablet running Excel 2010 or newer
  • Last year's P&L statement & balance sheet


Contact: Kelly Cabal, [email protected] (949)391-2436