Advanced Financial Management

Advanced Financial Management

Thursday, April 15

8:00AM - 5:00PM MOUNTAIN


The Scott Resort & Spa

4925 N Scottsdale Rd.

Scottsdale, AZ 85251

Room Block Link:

Discounted Room Rate: $179
Discounted Resort Fee: $10/Day
Complimentary Self-Parking

Cut-off Date: Monday, April 5th


This workshop focuses on developing an understanding of the importance budgeting and forecasting cash flow, metrics, and creating departments inside the financial structure have 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 (Dealers):

  • 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.


EGIA Event Services



Premium Members: 1 FREE then $129/Person Plus Members: $599/Person
EGIA Members must log-in to take advantage of the above discounted workshop pricing


Gary Elekes

President, EPC Training

Gary Elekes is serial entrepreneur with a passion for helping others become more successful by sharing what he has learned over the past 3 decades working closely with all facets of the contracting industry. During his career, Gary has held senior management positions at Lennox and Service Experts. In 2000, Gary moved into entrepreneurship and started his training and consulting business EPC. Today, EPC continues to support growth oriented businesses aspiring to reach 20% EBIT. He also designed the very first web based learning platform for the residential contracting industry, which acts as a support system for training and learning in HVAC and plumbing trades, and has over 5,000 subscribers.

In 2003, Gary began acquiring contracting firms with a focus on developing turn-around opportunities. He also opened and operated several start-up businesses. In 2010, he added web design/SEO and online marketing to his company portfolio starting Imarket Solutions as a co-founder. Gary graduated from Ohio State University with a BSBA and also holds a Master's Degree in Business and Finance.