Financial Management – Live Online (Nov. 5, 12, 19)

Includes a Live Event on 11/19/2019 at 1:00 PM (EST)

  • Registration Closed

Improve productivity and increase profits by applying essential financial management techniques used in successful businesses. This live online course for building professionals discusses financial tools you can apply immediately to achieve financial success. Learn how to work with annual operating plans and budgets, financial reports, operating ratios and revenue forecasts that control profitability.  The course takes place over three consecutive Tuesdays, 1-3 p.m. ET.   

Participants in this course will be able to:

  • Review a current business plan and results
  • Identify personal and business goals
  • Build pro formas and operating plans that incorporate personal and business goals
  • Identify ways to effectively manage business results and respond to changes
  • Identify ways to improve the long-term health of the company

Instructor: Bill Asdal, CGP, CGR, GMB, Asdal Management, LLC

Course Length: 6 hours

NAHB Continuing Education: 6 hours toward  CAPS, CGA, CGB, CGR, GMB, CSP, Master CSP, CMP, MIRM

Elective for NAHB Designations: CGA, GMB, GMR

Important Registration Details:

 Please note: You have one year after purchase to access the materials associated with this course.

This course is non‐transferrable. Do not use another individuals login information to register for this course. You must login to nahb.org as yourself to receive your certificate of completion and credit for this course.  If you are registering as a member, please use a PIN tied to your legal name. NAHB PINs are tied to a person, not a company. If you are not registered on nahb.org, Create Your Login now.

After you have participated in all three live sessions, you must take a timed, one-hour skills check and earn a score of 70% or higher to receive course credit. If you do not pass, you have one opportunity to retake it. Once you have passed the skills check and completed the course evaluation, you can print out your certificate of completion.

Cancellation and Refund Policy: Registration is open until 3 p.m. ET (12 p.m. PT) on Monday, Nov. 4. Cancellations will also be accepted until 3 p.m.  ET (12 p.m. PT) on Monday, Nov. 4. After that date, a $50 cancellation fee will be charged per cancellation. Cancellation requests must be submitted via email to Deborah Krat at: dkrat@nahb.org.    

Bill Asdal, CGP, CGR, GMB

Asdal Management, LLC

Bill Asdal, CGP, CGR, GMB, began building in 1973.  Actively working for the industry, he is a past President of the Community Builders Association of New Jersey and was named National Remodeler of the Year by the NAHB Remodelers Council. He authored “The Paper Trail: Systems and Forms for Professional Remodelers” with Wendy Jordan and “Defensive Estimating: Protecting your Profits” sold on www.builderbooks.com.  

Bill holds a BA in Industrial Education and a Masters in School Administration and Supervision. A former teacher and a licensed secondary school principal, Bill is a frequent speaker on real estate investment, building and remodeling issues. He has dedicated much of his time to industry research and the creation of better builder relationships which enhance supply chain successes.  Bill is a past Chairman of the NAHB Remodelers Council representing the remodeling interests of the 200,000+ - member organization. He recently received an Achievement Award for “Educating an Industry” from Reed Business Information Systems and has twice been awarded NAHB Education’s Instructor of the Year designation.

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  • TG
    I think that the PowerPoint presentation from each session will also be helpful as that is what I have been taking notes on.  Is it possible to get a copy of those?

    Reply
  • PT
    Thank you for your comments!

    Reply
  • AS
    Financial Documents was a big help and knowing the difference between a COGS and Expense was helpful for future use

    Reply
  • RG
    This first session was great reminders to spend some time on business side of things that sometimes get put on the back burner. Also, a nice refresher on the financial documents. 

    Reply
  • AM
    I believe that I would like to explore more the ratios that were discussed and it has prompted me to get with the accountant to look over the books, fixed assets, depreciation, etc. Bookkeeper is not my strength, but I definitely want to learn more about making sure we are doing it right and really profiting as a company. 

    Reply
  • JG
    I gained a better understanding of reading and interrupting the Income Statement.  Also how important the mission statement is for the success of the business.

    Reply
  • PT
    Activities 1-1. 1-2 and 1-2 were placed in the handout section as separate documents (they are also in your Student Guide). Please do these for homework prior to next weeks class and post any insights you have here!

    Reply
  • PT
    Course discussion questions will be placed here. Have a question for the instructor or your classmates? Feel free to post one!

    Reply

Key:

Complete
Failed
Available
Locked
Session 1
11/05/2019 at 1:00 PM (EST)   |  145 minutes
11/05/2019 at 1:00 PM (EST)   |  145 minutes This is the recording of Session 1.
Session 2
11/12/2019 at 1:00 PM (EST)   |  145 minutes
11/12/2019 at 1:00 PM (EST)   |  145 minutes This is Session 2 for the course and it will be presented using Adobe Connect. Please go to http://nahb.adobeconnect.com/common/help/en/support/meeting_test.htm before the first day of class to ensure that the Adobe Connect software functions well on your computer. When entering the Adobe Connect live online meeting room, type your First and Last name in the Enter as Guest box, and then click the Enter Room button. The audio for the course comes through your telephone, not your computer. You will be prompted to enter a telephone number for the system to call you so you can join the audio portion of the conference. The system cannot dial extensions or prompts. To download the student guide for this course or any other course materials, please select the ‘Handouts’ tab. You may also select other tabs (i.e., ‘Overview’, ‘Instructor’, etc.) to review additional details about the course.
Session 3
11/19/2019 at 1:00 PM (EST)   |  145 minutes
11/19/2019 at 1:00 PM (EST)   |  145 minutes This is Session 3 of the course and it will be presented using Adobe Connect. Please go to http://nahb.adobeconnect.com/common/help/en/support/meeting_test.htm before the first day of class to ensure that the Adobe Connect software functions well on your computer. When entering the Adobe Connect live online meeting room, type your First and Last name in the Enter as Guest box, and then click the Enter Room button. The audio for the course comes through your telephone, not your computer. You will be prompted to enter a telephone number for the system to call you so you can join the audio portion of the conference. The system cannot dial extensions or prompts. To download the student guide for this course or any other course materials, please select the ‘Handouts’ tab. You may also select other tabs (i.e., ‘Overview’, ‘Instructor’, etc.) to review additional details about the course.
Financial Management - Course Test
25 Questions  |  2 attempts  |  70 minute limit  |  18/25 points to pass
25 Questions  |  2 attempts  |  70 minute limit  |  18/25 points to pass After you have participated in all of the webinars, you may take the test. Please ensure that you take the test by 3:00 am ET, Friday, November 29. You must score 70% or higher on the test, then complete the Evaluation below, to receive your Certificate of Completion. The test is timed. You will have 1 hour to complete the test.
Course Evaluation
11 Questions
11 Questions Please fill out the evaluation with your feedback about the course. You must complete the evaluation to receive your Certificate of Completion.
Certificate of Completion
6.00 Continuing Education credits  |  Certificate available
6.00 Continuing Education credits  |  Certificate available