Integrated Accounting & Operations

Nothing will drive consistent bottom line performance for construction contractors more than tighter integration between accounting and operations.

This intense one day workshop is geared for senior managers and owners of subcontractors in the $10 - 75M per year range. It is facilitated by multiple senior consultants from D. Brown Management each with deep experience in the construction industry. The facilitation and peer group interaction is geared to help senior managers and owners generate ideas and a plan for improving performance by helping both accounting, operations, estimating and business development work together more effectively.

ALSO INCLUDED With The Workshop Is A Company-Specific 360 Degree Organizational Analysis And A Post Workshop Review Meeting.

This workshop is the result of codifying the best (and worst) organizational practices we have seen in clients through the country. It is broken down into 12 manageable parts that help provide a roadmap for contractors seeking to more tightly integrate their teams.

1. Change Orders – Getting What Is Rightfully Yours

2. Billing Processes – Collecting Your Money

3. Budgeting, Job Costing & Production Tracking

4. Buyout (Risk Management, POs, Subcontracts & Changes)

5. Invoice Approval Processes

6. Indirect Cost Management – What Does A Job Really Cost?

7. Project Financial Projections – The Most Important Monthly Meeting!

8. Aligning Financial Statements With the Organization and Customers

9. The Integrated Business Planning Process

10. Feedback Mechanisms – Keeping Things On-Track

Two Completely New Sections Very Relevant In Today’s Highly Competitive Environment

11. Managing Business Development Processes

12. Measuring the Status and Financial Return on Customer Satisfaction

In addition to these 12 core ideas we also heavily discuss the challenges of organizational change which is the toughest part. 

Workshop Also Includes...

360 Degree Organizational Assessment: Prior to the workshop we will do a survey of your organization including interviews with selective team members. The survey will help highlight potential problems and opportunities that can be addressed during the workshop.

Post Workshop Follow-Up: Throughout the workshop we will generate dozens of key action items that will help the organization move towards a more integrated operating model. Approximately 30 days after the workshop we will schedule a web conference with your key team members. The purpose of this follow-up is to keep action items on-track and build on ideas generated during the workshop.

Why Our Approach Towards Integration Is Unique

Many consulting firms are heavily focused on a single discipline such as finance, estimating or technology. With D. Brown Management you will get multi-faceted viewpoints including how to integrate better with field crews, the virtues of conservative financial management, efficiency in the business development processes, risk management and controls for project management and tight integration with technology.

Session Facilitators

DAVID BROWN is the Founder and President of D. Brown Management.  Beginning his construction career in 1988 as an electrician, Dave quickly worked his way up the ranks to foreman, superintendent, and project manager before moving to executive management. In addition to managing client projects nationwide he frequently speaks to groups such as CFMA, Electric West, the Engineering & Utility Contractors Association (EUCA), and the Western Electrical Contractors Association (WECA) about how to increase profitability. Recent speaking engagements have addressed integrating accounting and operations, production tracking, change order management, construction technology, and cash flow.

COURTNEY STEARNS is a Senior Consultant with D. Brown Management specializing in integrating company processes with construction software.  Courtney has been working with contractors since 1983 to address the key operational requirements of their organizations. Key areas of specialization including business development (CRM) systems, estimating, project management, service management and purchasing.  As a result of working with literally thousands of general and trade contractors in one capacity or another, Courtney has been able to put together a number of “best practice” ideas and processes that drive both top and bottom-line growth. 

COURTNEY STEARNS is a Senior Consultant with D. Brown Management specializing in integrating company processes with construction software.  Courtney has been working with contractors since 1983 to address the key operational requirements of their organizations. Key areas of specialization including business development (CRM) systems, estimating, project management, service management and purchasing.  As a result of working with literally thousands of general and trade contractors in one capacity or another, Courtney has been able to put together a number of “best practice” ideas and processes that drive both top and bottom-line growth. 

LEANN EVONIUK is a Senior Consultant with D. Brown Management and manager of the company’s Financial Solutions Practice. Her leadership ability stems from more than 20 years of diverse financial management experience and a proven track record of producing innovative, bottom-line results. The former CFO of a $40M construction and property management firm and prior member of CFMA’s National Information Technology Committee, LeAnn delivers deep industry experience and practical advice to company owners and financial managers. She combines hands-on consulting/coaching services with instructional training to rapidly improve a construction company’s financial performance.

This workshop is specifically designed for helping to more tightly integrate different functional areas of the company.  It is critical that it be attended by 2 or 3 people from the company representing operations, accounting and possibly estimating.  

DATE:  2010 Schedule Is Currently Being Worked Out

INFORMATION:  Contact David Brown - david@dbrownmanagement.com or (916) 912-4200 x202