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 or operations personnel to division mangers. Then they were now responsible for managing the financial statements. Some of them have never seen a financial statement. In addition, most had never managed a department financially.

You may also be a business owner and have grown your business; you need better data to make decisions.

Or you may have taken a role that required honing in your accounting and financial skills...

If you or your employees are in this position, then you are not alone.

It is because of these reasons that we developed the From Operations to P&L Leader Workshop. The From Operations to P&L Leader Workshop 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. Yet, it is not fair to expect you to know it all. 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 clients that experience similar challenges. Large, small, publicly trades, or private companies... We have done it! The From Operations to P&L Leader Workshop is designed for employees without any accounting/financial background that are now managing the financial statements and profitability.

The workshop is held across 4 sections. The first section covers understanding accounting basics. Then 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 budget successfully using our budgeting process. 

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Workshop Learning Objectives

Select a tab below to view that workshop learning content:

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

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.

  • Grant of Authority
  • ASO & APO
  • Factoring
  • KPIs To Watch For
  • What You Need In Place To Grow Rapidly
  • False Sense of Security & Pitfalls

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. Finally, you will learn when to recognize revenue. 

  • Calculations of DCF, IRR, ROC
  • How Others Look At Your Company
  • EBITDA Multiples
  • Different Types of Approaches

The fourth day of the series focuses 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. 

  • Hedgehog Concept
  • Most Common Budget Problems
  • Governance & Accountability

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. 

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 4 days can be scheduled consecutively, spread out over a few weeks, or even a few months. 

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Classroom Setting

For our classroom setting hosted in Houston, TX, we bring on new participants four times per year. The dates of the upcoming workshops below are opportunities to enroll in an upcoming 4-day in 4 months class. You can select a workshop from the upcoming options below to see the exact dates for all 4 classes.

The first day of each From Operations to P&L Leader Workshop Series is listed below. Select a series for more details.

Alpha Class – Starting April 2018

Beta Class – Starting August 2018

Gamma Class – Starting November 2018

If you have a team that needs to go through the From Operations to P&L Leader Workshop material, then we also offer an on-site classroom setting option. 

One-On-One

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, then reach out to us to learn more about our one-on-one setting

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. 


From Operations to P&L LeaderMeet 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.


If you are interested in learning more about the From Operations to P&L Leader Workshop or finding out when the next session is, then fill out the following form. Someone from our team will reach out to you shortly with more information.