EGIA Contractor University

Educational Workshop

Advanced Financial Management

March 17, 2020 - Irvine, CA

Course Objective:

This workshop focuses on developing an understanding of the importance budgeting and forecasting cash flow, metrics, and creating departments inside the financial structurehave on their overall operations.

Topics covered:

  • Separating Departments into Cost Centers – Segments
  • Delve into Metrics (KPI’s) in Detail
  • Dashboard System of accountability
  • Creating a 12 Month Budget
  • Using the Budget Tool to Turn to Actual and Measure with Business Metrics
  • Understanding Cash Flow
  • Basics of Forecasting

What to bring (Dealer):

  • Last 3 years P&L (if available)
  • YTD Balance Sheet
  • YTD P&L
  • Monthly sales volume for each month
  • Financial articles downloaded from EPL

Follow up homework:

  • Create a Budget
  • Cash Flow Forecast for the next 12 Months sent back to instructor

A Laptop with Microsoft Office (EXCEL, WORD) is suggested as a learning tool, but not required. The class contains materials on CD, electronic files, and supporting forms that will help implementation.

Presenter Bio

James R. Leichter

President & CEO, Aptora Corporation, Mr. HVAC LLC, RA Tax and Accounting Inc.

James is a successful entrepreneur and master mechanic whose accomplishments include being the founder of, the CEO and founder of Aptora, the President of RA Tax and Accounting and a partner with ProAmerican Investments.

James' company is a website dedicated to improving the lives of contractors. It includes industry articles, specialized HVAC calculators, forms, templates and one of the most extensive operations manuals in the country. As the founder of Aptora corporation, he has created some of the most popular software programs in the service industry including Flat Rate Plus and Total Office Manager.

James is well known for his burning passion to help contractors and it shows in his unique speaking style. He has hosted management workshops all around the United States and has conducted onsite consulting since 1996 with hundreds of contractors.