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!

The 2011 program offering is the best yet! 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.

As part of our commitment to contractor education, we are continually updating our programs and adding to our programming inventory. We are completing CD's on our recent program presented in Seattle, Surviving the Market, which may be for purchased for $50 each. This CD presents a great deal of information within a one hour program. We are also building a webinar on Tax Planning 2009 that will be available November 30, 2009.

Programs:

Tax Planning
Retirement Planning
Family Business Planning
Financial Balance
Succession Planning
Surviving the Market

The Controller
Understanding Financial Statements
Financial Statement Review
Financial Planning
Used Qualified Plans to Hold Real Estate

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.