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training events

Workshops, Webinars and Live Calls

Live Workshop

Twice a year, a two-day workshop is offered providing hands-on training in finance. The workshop is offered outside of the Washington D.C. area, close to the Dulles Airport. The workshop is equivalent to a boot camp for all types of Managers, bringing them up to speed on a wide range of financial topics; complete with case study exercises. Workshops are scheduled for October 26-27, 2015 in Herndon, VA, February 22-23, 2016 in Arlington, VA, April 19-20, 2016 in Herndon, VA and July 26-27, 2016 in Herndon, VA.

Key Topics covered include:

  • How to Read Financial Statements - Recognize noise in the statements, focus on what is important, quickly size up financial strengths and weaknesses
  • How to Analyze Financial Statements - Apply three different techniques that are cross walked to external benchmark data
  • How to Calculate Key Financial Metrics - Know how to assign benefit streams to companies and recognize common adjustments
  • How to Analyze Cost Structures - Work through different exercises that explain five techniques used in cost analysis
  • How to Develop a Financial Forecast - Work through three case study exercises on revenue drivers, cost drivers, and trend analysis
  • How to Identify and Grow Intellectual Capital - Identify and apply a common framework for appreciating the intellectual capital of a business
  • How to Develop Non Financial Performance Measurements - Apply specific tools and techniques for developing a comprehensive performance framework

Go to Registration Page

go to point of contact site

Arrangements can be made to have this two day workshop presented at your company location (inside or outside the United States). Contact the Herndon point of contact per the link below and reference workshop PMP 0502:
On Site Training Page

Upcoming Webinar Events

Improve Your Understanding of Accounting Principles and Practices (FIN306) - One Hour Webinar presented on Tuesday, October 6, 2015 at 1:00 EST. This webinar is part of a Strategic Finance Certificate Program. Click Here for more information.

Recorded Webinar Events

Purchase the following webinar events:

  • 1

    Balanced Scorecard 101

    One Hour Webinar that explains in detail every step for building a company-wide balanced scorecard
    | Go to Webinar Home Page |

  • 2

    Creating a Capital Structure for Growth

    One Hour Webinar on a 4 step process for developing a capital structure for growth.
    | Go to Webinar Home Page |

  • 3

    Best Practices in Financial Modeling

    90 Minute Webinar on how to build a financial model using best practice standards
    | Go to Webinar Home Page |

Live Calls

Participate in live calls through Google Hangouts. Look for the Google Event link on this web page or visit my Google Plus Page for upcoming events. Currently, two calls are planned for 2015:

  • 1 Alliance of Merger and Acquisition Advisors Conference in Chicago - July 7 - 9,2015.

    See links below for this call:
    | Watch Live Call Event | Watch Conference Sessions

  • 2 Search Marketing Expo in New York City - September 29, 2015 to October 1, 2015

    30 Minute call goes over key take aways from my participation at this conference. Call will take place on October 19, 2015 - Google Event.
    | Visit Conference Web Page |