Description

Financial Management for Engineering Firms

As a leader in your company, your time is consumed with building a better, more profitable and hopefully more valuable business. That often means deferring many important personal financial decisions to the future.

This course will help you understand the various business and personal financial decisions that should be incorporated into your long-term thinking. Most importantly, you will gain a better understanding about steps you can take now to help provide a more financially secure future for yourself, your family, your business and your employees.

Who should attend?

The material presented in this course is designed for successful — and busy professionals in leadership, human resources, business development, and finance to refresh their understanding of key business financial concepts.

PDH's Earned: 5

Meals provided: Breaks and Lunch

Objective education and course textbook

Unlike financial seminars that focus on a specific topic, Business U is a comprehensive course to help you see the big picture. You’ll receive an in-depth course workbook with important information about business planning concepts and tools. The workbook is designed to follow the curriculum and serve as a reference tool in years to come.  Insights and tools that make a difference by gaining relevant insight about important business and financial concepts, you will become an advocate for your own needs and be better positioned to utilize the expertise of your existing team of advisors. This course is intended to provide you with the stepping stones to move forward on a path to accomplishing your personal objectives.

Course Outline (Will be tailored to the group during an assessment that morning of the session)

• Understanding your finances
• Understanding your business
• Business valuation
• Business continuation agreements
• Employee compensation and benefits
• Employer-sponsored retirement plans
• Key employees: Compensation and employment agreements

Presenters:

Matthew Hale, AIF 

Matt brings over a decade of experience in managing investments for both institutions and high net worth individuals. Since merging his firm with Virginia Asset Management, Matt’s leadership, knowledge, and commitment to delivering real value to his clients, has been crucial to the success of the practice. Matt focuses on three key areas when working with clients; learning what is most important to his clients, developing a plan that will allow them to attain their financial goals, and educating them on the process. The real benefit, in addition to the clarity and confidence his clients gain in their financial future, is that he ultimately becomes a valuable resource to them.

Michael White, CL,CHFC, CLTC

Mike entered the financial services industry in 1979 and co-founded Virginia Asset Management in 1986, which was later recognized by the Richmond Chamber of Commerce as one of the 25 fastest growing companies in the metropolitan area. Mike specializes in financial, estate and investment planning for individuals and for owners of closely held businesses. He is the founder of Premier Resource Group (PRG), a national organization that provides assistance and resources to distinguished financial planners across the country. Mike is a Richmond native and a proud graduate of Virginia Commonwealth University, where he earned a bachelor’s degree in Business Management and Administration.

Gib Sloan, RICP, AIF

With nearly 20 years in the financial services industry, Gib brings a wealth of knowledge and experience to Virginia Asset Management. Gib’s knowledge, leadership and commitment to his clients have been key to the success of this practice. Gib’s focus is in helping his clients navigate and understand their financial situation so that they can prepare for the future. From wealth management to retirement planning to special care planning, he has the knowledge to educate his clients, while helping to guide them.