Socalbuilderexpo.com Ontario Convention Center
Residential and Commercial Builders
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SMA CONSULTING SEMINARS (Fee Applies)

HALF DAY SEMINARS

Quickbooks Training for Builders, Remodelers and Contractors
Sales Training for Small Volume Builders
Developing Your Production Incentives Workshop
Selling Strategies for a Challenging Market
FULL DAY SEMINARS
Estimating Workshop
TWO DAY SEMINARS
Purchasing and Cost Control Conference


HALF DAY SEMINARS

Quickbooks Training for Builders, Remodelers and Contractors

Fee 
1 module: $249 ($199 for attendees of the So Cal Home Expo)
Each additional module: $149  
4 modules: $599.

This program has been designed to include 5 - ½ day modules in which attendees can select to attend selected or all of the modules.  The first 3 modules have been designed for all different types of construction related companies.  Module 4 addresses the unique needs and QuickBooks usage for Builders and Remodelers, while Module 5 addresses the unique needs and QuickBooks usage for trade contractors

Workshops – May 1, 2008

Part 1 – Customizing QuickBooks for builders and contractors
Thursday, May 1, 2008: 8:30 – 12:00

This module is geared for builders, remodelers and specialty contractors that are either new to QuickBooks or would like to learn how to tailor or modify the set-up of QuickBooks to meet their unique industry needs.  In addition, this module will provide users with an understanding of accounting and bookkeeping issues that are unique to the construction and building industry. Topics covered include:

  • Which accounting method should I use?
  • Establishing your company and personal preferences
  • Setting up or modifying your chart of accounts
  • Setting up or modifying items for accurate job costing
  • Setting up your customers and jobs
  • Setting up your vendors and employees

Part 2 – Processing of transactions both within and outside of QuickBooks
Thursday, May 1, 2008: 1:00 – 4:30

One of the biggest problems that we have found in dealing with builders and contractors over the years is the GIGO principle (garbage in – garbage out) taking over the company.  In addition to teaching how to enter everyday transactions within QuickBooks you will learn skills which will help you avoid the GIGO principle from taking over your office.  Topics covered include:

  • Entering your job estimates and change orders
  • Mark up vs. Margin
  • Entering and tracking of purchase orders
  • Processing, entering and paying bills
  • Creating invoices, receiving payments and making deposits
  • Processing your payroll
  • Reconciling your accounts

Workshops – May 2, 2008

Part 3 – Mastering QuickBooks for builders and contractors
Friday, May 2: 8:00 – 11:30

There are 3 users of financial information that all builders and remodelers need to satisfy – your banker and investor, Uncle Sam and the owner. QuickBooks can provide information that will benefit all users of financial information.  In this module you will learn how to use the information provided from QuickBooks to manage your company. 

Topics include:

  • Developing your operating budget
  • Defining and customizing reports
  • Developing a work in progress schedule
  • Month-end closing procedures
  • Using financial information to manage your business

Part 4 – Unique Issues for Home Builders
Friday, May 2: 12:30 – 3:30

This section is geared towards home builders and remodelers focusing on the unique needs of these types of contractors. 

Topics include:

  • Closing procedures for “spec” homes
  • Bank loans and draws
  • Tracking land and development expenses
  • Handling customer deposits
  • Processing of time and material and cost plus contracts
  • Unique Home Builder reports

Part 5 – Unique Issues for Trade Contractors
Friday, May 2: 12:30 – 3:30

This section is geared towards specialty contractors focusing on the unique needs of these types of contractors. 

Topics include:

  • Tracking of retainage
  • Using QuickBooks to track inventory
  • Advanced labor burden and payroll tracking
  • Unique specialty contractor reports

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Sales Training for Small Volume Builders

Sales Training for Small Volume Builders and Remodelers
Thursday, May 1, 2008: 8:30 – 12:30

Presenter: Mike Benshoof
Fee:  $249 ($199 for attendees of the So Cal Home Expo)

Want to know a secret about new home sales?
Builders who have had professional sales training close more deals – make better profits – and, work with better clients!

Bottom line – More Money, Less Headaches

Small Volume Builders and Remodelers: Do you sell your own jobs?

If so, then don’t miss your opportunity to learn how to sell like an ace.

Learn what it takes 4 hour sales seminar. Here’s what you’ll learn:

Defining sales
What is the difference between marketing and sales?
How do you spot a good sales person?
How do I become that good sales person?
Introduction to the critical path of sales

Internalizing the basic sales path
Getting organized to make the sale.
Great sales people build great rapport.
Communication skills – are you really listening
What is discovery?
What is matching?
How do you reach mutually beneficial agreements?

Staying calm under fire
How to learn to love the word NO
When have you really “closed the deal?”
Why is it always a negotiation?

We’ve worked with thousands of small volume builders and remodelers and very few have ever had formal sales training. This is a business handicap you don’t have to live with anymore. Give us two days and you’ll see immediate results. Plus, with the skills you’ll learn, the more you practice, the better you’re long-term chances for successful sales will be.
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Developing Your Production Incentives Workshop

Thursday, May 1, 2008: 12:30 – 4:00

Presenter: Bob Whitten
Fee: $249 ($199 for attendees of the So Cal Home Show) 

This is an intense half-day workshop with the objective of having the participants leave the session with a great deal of their production incentive program developed on paper.

Detailed Schedule

12:30-1:00            Theory behind Incentive Programs for Your Production Staff

1:00- 3:30             Discussion on the 4 Components of an Effective Production Incentive Program

      • Time of Construction: traditional and production gain
      • Cost Control: variance from direct cost budget
      • Customer Satisfaction
      • Q&C Program: Explanation and description
3:30 - 4:00            Growth Reviews for Superintendents
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Selling Strategies for a Challenging Market

Friday, May 2, 2008: 8:30 – 12:00

Presenter: Mike Benshoof
Fee:  $249 ($199 for attendees of the So Cal Home Expo)

Selling Strategies for a Challenging Market: Sell no matter what the market condition - Sales Training for Production Builders and Realtors

You’ve heard the news … “Housing Market Cools Off”, “Sour Sales Projections Have Builders on Edge”, “Market Decline Likely to be Prolonged”, “When Will the Housing Market Bottom”? … So, what are you doing about it?

When the market softens, sales slump, and Builders are pressed to yield to Buyers, there are methods you can employ to make the most of your situation. From finding the differentiators in product, amenities and design and moving through closing skills, attend this 4 hour session to learn strategies and formulate your plan of action to beat the competition and thrive, no matter the market condition.

What you’ll learn:

  • What are the six fundamental must win situations in new home sales?
  • How do you “move” inventory without losing your shirt?
  • What is a “close” anyway?
  • What you don’t know about your customers but should.
  • Why someone else will make the sale before you do.
  • The three biggest pitfalls in new home sales.
  • And much more…

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Steve Maltzman, CPA

Steve Maltzman, CPA
President and Founder

Steve Maltzman has more than twenty years experience working within the building industry both as a controller and chief financial officer for various building and remodeling firms Steve's prior experience also includes over three years as product manager for a leading developer of software for the construction industry, and five years as an auditor and consultant for a major CPA firm.

With his expertise in the areas of financial and business management for builders, Steve has been a featured speaker at various homebuilding conferences as well as being a regular speaker at the American Institute of CPAs (AICPA) construction industry conference. Steve is the author of several Cost of Doing Business Studies for the NAHB and is a featured columnist for Custom Home magazine. Steve served as the accountant for NAHB's 20 clubs for over 8 years.

Steve holds an MBA degree in accounting from Rutgers University and a BA from Dickinson College and is currently serving on NAHB's Education Committee.


SMA Consulting Getting your team the proper training and skills is vital to the health of any organization in the building industry.

 
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