Profit Mastery Seminar


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Invest in yourself and your business.

This two-day, case study-driven program turns ordinary financial statements into powerful financial intelligence. You’ll be introduced to the “Scorecard,” the “Road Map,” the “Cups” and the “Gap.” You’ll be able to apply these tools immediately and will be amazed at the insights you’ll gain about your business.

CPAs receive 16 hours of CPE credits!

 

When & Where
Tuesday & Wednesday, Dec. 5 – 6, 2017
Diamond Jo Casino
301 Bell Street
Dubuque, Iowa
Register by: Tuesday, Nov. 28

Cost:  $495
Registration includes all materials, lunch and refreshments.

Who should attend? Any business owner, advisor and manager who wants to immediately identify and prioritize significant profitability and cash flow opportunities.

 

Seminar Schedule

Day 1 Agenda
8 a.m. – 5 p.m.

Includes complimentary breakfast and lunch. Dress comfortably and bring a calculator and copy of financial statements so you can apply what you are learning.

Monitoring Financial Position

  • Understanding the income statement
  • The roles of a balance sheet
  • Financial ratios and efficiency
  • Financial cause and effect
  • Case study and practical application

Cause and Effect: Road Map to a Bigger Bottom Line

  • Identifying financial distress
  • Seeing the symptom
  • Identifying the cause of the problem
  • Prescribing a cure
  • Improving cash flow and profitability

Income Statement: Break-Even Analysis

  • Managing the income statement
  • Understanding cost behavior
  • Contribution margin
  • Operating leverage
  • Applying break-even in your business
  • Case study and application

Day 2 Agenda
8 a.m. – 4 p.m.

Includes complimentary breakfast and lunch. Dress comfortably and bring a calculator and copy of financial statements so you can apply what you are learning.

Profit Planning and Cash Flow Analysis

  • Developing a profit plan and budget
  • Identifying key patterns of cash flow
  • Developing seasonal cash budgets
  • Cash forecasting as a tool
  • Funding seasonal/long-term growth

Planning and Managing Long-Term Growth

  • Role of the balance sheet
  • Operating leverage
  • The cost of growth
  • Planning successful growth
  • Case study and practical application

Dealing with Banks and Funding

  • Understanding loan approval
  • What bankers look for
  • Putting a package together
About the presenter

Steve LeFever – Part comedian, part financial manager, former commercial banker, current entrepreneur and world-class presenter. Steve drives home his message with a no-nonsense, laugh-out-loud approach that makes him the top-rated presenter at virtually every conference he attends.

Register here