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Financial Statement BootcampSM

Training and Seminars


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2009 Schedule

Date Location
September 14-15
San Diego, CA
November 16-17 Orlando, FL

Financial Statement Bootcamp features frank discussions, exercises and case studies designed to help you master:
  • Franchise-specific benchmarks
  • Financial statements from a banker's perspective
  • NCM dealership & departmental composite
  • Best practices learned from the best
  • Course also used by manufacturers as training tool for dealers

Suited for Dealers, CFOs, Office Managers, Controllers, GMs and Operational Managers

What Past Attendees Are Saying:

“I walked away from this course regenerated.
Great job!”
- Ed Kelly, Vice President, Sussex Honda

“I really learned a lot from this course. Not only are the instructors informative, but the interaction with attendees helps to bring a “real life” perspective to the seminar. Thanks for a great class!”
- Kim Bucci, National Manager
Market Representative, Hyundai Motor America

“The course was very informative, and I learned some great things to take back to my dealer and dealership.”
- Wendy Maricelli, General Sales Manager, Don Rasmussen Company

“The information we covered I feel will ultimately make my dealership more profitable!”

– Greg Hendrix, General Sales Manager, Ellis Infiniti

Course Outline

Financial Statement Orientation

  • Where do the numbers come from?
  • What do these numbers mean?
  • Relationship between the balance sheet & income statement
  • NCM benchmarks®
  • Classroom exercises and case studies
  • NCM composite work
  • Track transactions through financial statement
  • Understanding the numbers
  • Learn what questions to ask

Composite Analysis:

NCM composite orientation and analysis including:

  • Asset management
  • Expense controls and bottom line profitability
  • Personnel productivity
  • Department overview
  • Individual department reviews

Registration Fee:

Per attendee = $1,995 due at time of registration.
Fee does not include travel or hotel expenses

Cancellation Fees:

30 days prior to session = $600 (will be waived, minus $300 handling fee, with rescheduling)
15 days prior to session = $1,000 (will be waived, minus $600 handling fee, with rescheduling)

Non-attendance without prior notification will result in full forfeiture of funds.
*Must call be 3 pm EST 48 hours prior to the first day of seminar.

Questions?

Please contact:

registerdsg@dhgllp.com

Dixon Hughes Goodman
2501 Blue Ridge Road
Suite 500
Raleigh, NC 27607
Phone: 877.DLR.CPAS (357.2727)

Training Facilitators
dixon hughes Wayne Fortier is a recognized retail automotive industry authority. He is a member in the firm of Dixon Hughes Goodman and its Dealer Services Group. Wayne has numerous years as a practicing CPA and as a CFO of an automotive dealership group. He presents to various 20 Groups and Association meetings, as well as at the NADA Conventions.
   
Dixon Hughes Goodman Scott Norman of NCM Associates, Inc. has over 30 years experience in the automotive consulting industry, and has held a variety of dealership level positions, including Controller. He is currently an NCM 20 Group moderator and is on their Board of Directors. Scott has spent time overseas working with a Japanese manufacturer creating 20 Groups among their dealers. Scott was also an instructor for the Chrysler Marketing Institute.
 
CPE Course Credits:
This live course is approved for 16 units of Continuous Professional Education (CPE) credits.

Note to CPAs attending: Program Content: Agenda available upon request; Program Level: Advanced; Prerequisites: None; Advanced Preparation: See confirmation upon registration. This group-live course is approved for 6 CPE hours in the Management field of study and 10 CPE hours in the field of Specialized Knowledge and Applications. Please contact Dixon Hughes Goodman at (877) 357.2727 for registration information. For more information regarding administrative policies such as complaint and refund, please contact our offices at (877) 357.2727.

Dixon Hughes Goodman is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37129-2417. Web site: www.nasba.org.

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