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Construction Industry Group Programs

The Construction Industry Group, a leader in financial services to contractors, has created numerous specialized programs and presentations. We have presented these to various industry groups such as the National Association of Home Builders (NAHB), Finishing Contractors Association (FCA), National Electrical Contractors Association (NECA) and Custom Electronic Design & Installation Association (CEDIA).

These programs are designed to provide the owners of construction companies, their Chief Financial Officers, Controllers, and Office Managers with the financial tools and knowledge they need to provide the best financial platforms for your company. We offer a variety of programs on topics that include financial statement analysis, personal financial planning, cash management, third party reporting, tax planning, shareholder benefits, bank financing, and strategic planning, just to name a few!

As part of our commitment to contractor education, we are continually updating our programs and adding to our programming inventory. We have introduced several new programs with exciting results from the attendees. We offer over twenty programs ranging from one hour in length to a full day program with detailed workbooks. Additionally we offer educational materials such as "Memos and Forms", please see our "Publications" tab for a detailed listing of these items that are free for your use.



Programs:


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Tax Planning


Summary:

     In this program, we will show you the importance of coordinating
     your business tax planning with your personal tax planning.


Topics Covered
  • Individual Tax Planning
  • Business Tax Planning
  • Retirement Plans
  • Section 199
  • Accounting Methods
  • Stockholder Benefits
  • Bonuses
  • Section 179
  • Bonus Depreciation
  • Cost Segregation

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Family Business Planning


Summary:

     To assist companies in developing a formal relationship with family
     members in a business settings. To prepare you to identify key issues.
     To successful operations management and succession.


Topics Covered
  • Performance
  • Succession Planning
  • Management
  • Evaluation

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Financial Balance


Summary:

     Provide you with strategic financial perspective on your business,
     your personal financial position, your presentation and
     representations to third parties.


Topics Covered
  • Risk Management
  • Personal Financial Statement
  • Systems
  • Bank Matters
  • Financial Statements

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Succession Planning


Summary:

     This program represents a brief summary of the various steps we
     believe business owners should take to begin to address succession
     planning within their business.


Topics Covered
  • Insurance
  • Legal Documents
  • Projections
  • Deferred Compensation Agreements
  • Business Plan
  • Key Employees

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Surviving the Market


Summary:

Life, business, and the natural laws that govern the universe all have one thing in common...that is cycles. We are in a cycle now. We cannot predict its depth or duration, but we can say with great certainty that some of us will survive this cycle better than others, and some of us who are not prepared or who do not react until it is too late, will not survive at all. What it takes to survive a business cycle such as the one we are currently experiencing.


Topics Covered
  • Financial Statements
  • Cash Management
  • General Matters
  • Banking
  • Personal Planning
  • Fraud/Internal Controls
  • Management/Leadership
  • Legal
  • Key Employees
  • Taxes

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The Controller


Summary:

The purpose of this program is to provide Controllers and Financial Managers of construction companies with a detailed discussion and understanding of what we believe constitutes a strong financial platform.


Topics Covered
  • Modeling
  • Systems
  • Management Reports
  • Financial Statements
  • Related Parties
  • Stockholder Benefits
  • Business Plans
  • Projections
  • Internal Controls
  • Stockholder Debt

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Understanding Financial Statements


Summary:

The purpose of this seminar is to help you better understand how to read and interpret your financial statements in order to make sound business decisions. You will learn about balance sheets, income statements and statement of cash flows. We will show you how each financial statement interrelates with the other throughout the operating cycle of the company and how to calculate and understand key financial ratios.


Topics Covered
  • Balance Sheet
  • Income Statement
  • Chart of Accounts
  • Ratio Analysis
  • Projected Financial Statements
  • Management Data
  • Benchmarking
  • Planning
  • The Accountant Reports

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Planning


Summary:

In this program we will discuss all relevant planning areas and issues, we will show business owners what they should be looking for from their staff and advisors in the area of planning for their corporate and personal future.


Topics Covered
  • Personal Financial Planning
  • Insurance Risk Managements
  • Retirement Plans
  • Real Estate
  • Succession Planning
  • Estate Planning
  • Benefit Planning
  • Tax Planning
  • Family Business Planning

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Using Qualified Plans to Hold Real Estate


Summary:

In this program we will discuss how a home builder might put real estate into a self-directed qualified plan.


Topics Covered
  • When It Works Best
  • Rules
  • Annual Valuation
  • Taxes
  • Pitfalls
  • Prohibited Transactions

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Financial Statement Review


Summary:

To review in detail the company financial statements and to compare the actual results to industry and/or published statistics.


Topics Covered
  • Gross Margin
  • Cost of Sales
  • Operating Expenses
  • Balance Sheet
  • Ratio Analysis
  • Stockholder Benefits
  • Officers Compensation
  • Retirement Plans
  • Income Statement
  • Projected Financial Statements

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