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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 23-24, 2016 in Arlington, VA, April 5-6, 2016 in Herndon, VA and October 13-14, 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. Follow Me on my Google Plus Page to sign up - select Live Calls to get invites and join. Click on the Google + icon at the bottom of this web page. Download the Information Sheet to learn more. Currently, two calls are planned for 2015:

  • 1 Alliance of Merger and Acquisition Advisors Conference in Chicago - July 7 - 9,2015. NOTE: I will be serving as moderator in one of the sessions - How to Build a Value Growth Practice for Your Consulting Firm

    30 Minute call goes over key take aways from my participation at this conference. Call will take place sometime in August 2015.
    | Click Here to Learn More |

  • 2 Proformative CFO Conference in New York City - October 19-20, 2015

    30 Minute call goes over key take aways from my participation at this conference. Call will take place sometime in November 2015.
    | Visit Conference Web Page |