From Operations to P&L Leader Workshop

From Operations to
P&L Leader Workshop

After working with many large companies and seeing the same thing, we wanted to create a solution. These organizations promoted many sales and operations personnel to division managers, and they were then responsible for managing financial statements. Some of them have never seen a financial statement, and most had never managed a department financially.

What is the "From Operations to P&L Leader Workshop"?​

AFTER WORKING WITH MANY LARGE COMPANIES AND SEEING THE SAME THING, WE WANTED TO CREATE A SOLUTION.

These organizations promoted many sales and operations personnel to division managers, and they were then responsible for managing financial statements. Some of them have never seen a financial statement, and most had never managed a department financially.

You may also be a business owner and have seen growth in your business. As a result, you need better data to make decisions. Or you may have taken a role that required honing your accounting and financial skills. So, if you or your employees are in this position, you are not alone.

These reasons are why we developed the From Operations to P&L Leader Workshop, which is your one-stop training and coaching program.

What is the "From Operations
to P&L Leader Workshop"?

As a P&L leader, you are expected to know everything about your P&L. However, it isn’t fair to expect you to know it all, so we created this workshop based on our own experience. Over the past 25+ years, our team has worked as executives and P&L leaders. We have also worked with large, small, publicly traded, and private companies that have experienced similar challenges. The From Operations to P&L Leader Workshop is designed for employees without any accounting/financial background that are now managing financial statements and profitability.

Our workshop is held across 3 sections. The first covers the accounting basics. Next, we go in-depth about what P&L leaders need to know about accounting and financial statement basics. In the third section, we cover CAPEX, ROI, ROC, IRR, valuation, and revenue recognition. Finally, we show you how to successfully budget using our budgeting process.

Who Attends The From Operations
to P&L Leader Workshop

EMPLOYEES THAT MANAGE THE FINANCIAL SUCCESS OF A DIVISION OR DEPARTMENT, BUT MAY STRUGGLE WITH UNDERSTANDING HOW THE FINANCIALS REALLY TIE TO THE OPERATIONS OF THE COMPANY (INCLUDING BASIC ACCOUNTING). THIS MAY BE AN ENTREPRENEUR OF A SMALL ORGANIZATION OR A P&L LEADER OF A MULTIBILLION-DOLLAR COMPANY

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When the Workshops Occur

These workshops are given either in a classroom setting, one-on-one, or a self-study. Each workshop is a full day. The 3 days can be scheduled consecutively, spread out over a few weeks, or even a few months.

For our classroom setting hosted in Houston, TX, there are several opportunities to enroll in an upcoming 3-day in 3-month class. If you would like to host a classroom at your company, we can also schedule that.

CLASSROOM SETTING

Enroll in an upcomping 3-day in 3 month class by selecting a series below. Each series has 8-10 individuals learning how to be a P&L Leader.

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ONE-ON-ONE COACHING

If you are looking for a more customized version of our program or need to attend at a different times/frequencies that our classroom offers, reach out to us to learn more about our one-on-one setting.

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SELF-TAUGHT

Looking to learn how to get From Operations to P&L Leader, but can’t come to Houston? Click here to inquire about our self-taught program. You receive our material without the in-person coaching the other two options provide. This option is only available in certain locations.

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Meet Your From Operations
to P&L Leader Workshop Instructor

When you attend this workshop, our President, Dan Corredor, will greet you. Dan has 28+ years of experience consulting and managing companies in different industries, in different countries, and with different sizes. With extensive operational and financial knowledge, Dan understands what a sales or operations employee understands. He translates the CFO-speak to sales/operations language.

Read more about Dan Corredor here

Workshop Learning Objectives

DAY 1: UNDERSTANDING THE BASICS OF ACCOUNTING

The first day of the series is focused on answering the question, “what is accounting?” We look at the accounting cycle in every business. Then we dive into what a P&L, Balance Sheet, and Cash Flow Statement are. Finally, we tie how all these statements connect. The participants are also trained with tools that can immediately be used to improve financials in their organizations.

  • P&L Basics
  • Working Capital
  • Inventory
  • Ratio Analysis
  • Cash Flow Forecast
  • EBITDA
  • Other Financial Tools & Internal Controls
  • Other Accounting Reports
  • Accounting Software

DAY 2: OTHER THAN ACCOUNTING

The second day of the series answers the question, “what else does a P&L leader need to know?” During the first part of the day, you will learn how banks think, what debt covenants are, what the cost of capital is, how to improve your creditworthiness and bank ratios. Then, we dive into cash management and treasury. You will also be able to identify both your financial KPIs and operational KPIs. You’ll learn other methods that will enable you to be more of a strategic leader in your organization.

  • P&L Basics
  • Working Capital
  • Inventory
  • Ratio Analysis
  • Cash Flow Forecast
  • EBITDA
  • Other Financial Tools & Internal Controls
  • Other Accounting Reports
  • Accounting Software

DAY 3: CAPEX, ROI, ROC, IRR, VALUATIONS, REVENUE RECOGNITION, & BUDGETING

The third day of the series focuses on defining CAPEX, ROI, ROC, IRR, valuation, and revenue recognition. Then, we expand on how to value your firm and how others look at your company. This includes EBITDA multiples, the Income approach, Asset approach, and Market approach. You will also learn when to recognize revenue. Finally, we focus on the basic budgeting principals and rules you need to be following. We also identify the most common budget problems and pitfalls. Then we expand on the critical elements of budgeting and how to be accountable.

  • P&L Basics
  • Working Capital
  • Inventory
  • Ratio Analysis
  • Cash Flow Forecast
  • EBITDA
  • Other Financial Tools & Internal Controls
  • Other Accounting Reports
  • Accounting Software

Contact Us about upcoming workshops

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