Advanced Financial Management

Advanced Financial Management

Wednesday, November 4 - Thursday, November 5

10:00AM - 2:00PM PACIFIC (1:00PM – 5:00PM EASTERN)


Virtual Event


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:

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

Follow up Homework:

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




Event Details

Start date: November 04, 2020

End date: November 05, 2020

Start time: 10:00 a.m.

End time: 02:00 p.m.

Venue: Virtual Event

Directions: Advanced Financial Management

Premium Members: FREE Registration Plus Members: $99/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.


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