SCHOOL FOR FINANCIAL MANAGERS AND CONTROLLERS · 2019-04-10 · Booking ID: AIC032018 REGISTRATION...
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Tackle the Financial Realities of the Corrugated Industry This seminar uses case studies to highlight issues that will give senior management a better understanding of your company’s financial strategy. COURSE DESCRIPTION WHAT WILL I LEARN? • Understand Financial Statements • Develop Sound Budget Strategies • Track Performance in Sales, Production, and Customer Service from a Financial Perspective & its Effect on the Bottom Line • Create Performance Measurement Systems • Develop Strategies for Better Financial Success • Develop a Working Knowledge of Costing Theory & Practice • Understand & Implement Incentive Compensation Programs • Understand Merger & Acquisition Processes INSTRUCTOR SCHOOL FOR FINANCIAL TINLEY PARK, IL Tuesday, May 21 & Wednesday, May 22, 2019 8:00AM - 5:00PM MANAGERS AND CONTROLLERS At the end of this course participants will be able to: Mitchell E. Klingher, CPA Mitch is a partner at the CPA firm of Klingher Nadler, LLP, Fort Lee, New Jersey where he heads up the firm’s tax and consulting departments. With over 30 years of diversified public accounting experience, Mitch specializes in paper conversion and packaging businesses and has developed industry-specific financial courses, in conjunction with AICC, for owners, controllers, and other managers. He has written numerous papers for trade publications and is a regular speaker at regional and national meetings. He also facilitates a number of CEO Groups. He has an economics and business degree from Lafayette College, Easton, PA and is a member of the American Institute of Certified Public Accountants and the NY State Society of Certified Public Accountants. aiccbox.org/calendar REGISTER NOW AT Participants can earn up to a total of 15 hours of CPE Credit* as follows: • Accounting - 3 Hours • Management Services - 8 Hours • Specialized Knowledge & Applications - 4 Hours *(CPE credits will be issued by Klingher Nadler, LLP) WHAT ARE PEOPLE SAYING? “The instructors are very engaging. I enjoyed the interactive activities and getting involved in the conversations rather than just sitting and listening” - Katie Burke, Northeast Regional Account Manager, Tyoga Containers
Transcript of SCHOOL FOR FINANCIAL MANAGERS AND CONTROLLERS · 2019-04-10 · Booking ID: AIC032018 REGISTRATION...
Tackle the Financial Realities of the Corrugated Industry
This seminar uses case studies to highlight issues that will give senior management a better understanding of your company’s financial strategy.
COURSE DESCRIPTION
WHAT WILL I LEARN?
• Understand Financial Statements
• Develop Sound Budget Strategies
• Track Performance in Sales, Production,and Customer Service from a FinancialPerspective & its Effect on the Bottom Line
• Create Performance Measurement Systems
• Develop Strategies for Better Financial Success
• Develop a Working Knowledge of CostingTheory & Practice
• Understand & Implement IncentiveCompensation Programs
• Understand Merger & Acquisition Processes
INSTRUCTOR
SCHOOL FOR FINANCIAL
TINLEY PARK, IL Tuesday, May 21 &
Wednesday, May 22, 20198:00AM - 5:00PM
MANAGERS AND CONTROLLERS
At the end of this course participants will be able to:
Mitchell E. Klingher, CPA
Mitch is a partner at the CPA firm of Klingher Nadler, LLP, Fort Lee, New Jersey where he heads up the firm’s tax and consulting departments. With over 30 years of diversified public accounting experience,
Mitch specializes in paper conversion and packaging businesses and has developed industry-specific financial courses, in conjunction with AICC, for owners, controllers, and other managers. He has written numerous papers for trade publications and is a regular speaker at regional and national meetings. He also facilitates a number of CEO Groups. He has an economics and business degree from Lafayette College, Easton, PA and is a member of the American Institute of Certified Public Accountants and the NY State Society of Certified Public Accountants.
aiccbox.org/calendar
REGISTERNOW AT
Participants can earn up to a total of 15 hours of CPE Credit* as follows:• Accounting - 3 Hours• Management Services - 8 Hours• Specialized Knowledge & Applications - 4 Hours *(CPE credits will be issued by Klingher Nadler, LLP)WHAT ARE PEOPLE SAYING?
“The instructors are very engaging. I enjoyed the interactive activities and getting involved in the conversations rather than just sitting and listening”
- Katie Burke, Northeast Regional Account Manager,Tyoga Containers
Day One Tuesday, May 21 8:00AM - 5:00PM
• WelcomingRemarks • AntitrustStatement
MEET CASE STUDY COMPANIES:• ABCSheetPlant,Inc. • Browncorr,Inc.• CrownJewelEnterprisesLLC•GraphsheetLtd.
- FinancialReportingintheNewMillennium–Wherehavewebeen,wherearewenowandwherearewegoinginoureffortstoreportonourresults
• Reviewoftraditionalformsofbottomlinefinancialreportingmostsuitabletoexternalreporting- Basicelementsoffinancialstatements,typesofreportsandanupdateontheconvergencewithInternationalStandards
• Discussionofissuesrelatingtomulti-faceted,serviceoriented,custommanufacturingcompanies
• Internalversusexternalreportingsystemswithafocusonestimatingsystemdesign
• Introductiontocontribution-basedreporting• Casestudyinfinancialreporting–ABCsheetplantalternatives
THE BASIC ECONOMICS OF PAPER & CORRUGATED
• Understandingboardcombinationsandbasisweight• ConvertingpertonpricestoperMSFcosts• Casestudy–Theeffectsofchangingcontainerboardprices
THE FUNDAMENTALS OF COSTING – COST BUILD UP METHOD VERSUS VARIABLE PROFIT PREDICTION METHOD
• Understandingfixedandvariablecosts• Contrastingproductcostsandperiodcosts• Contributionbasedcostingtheoryandpractice• Varianceanalysisandthelimitationsofcostaccountingsystems• SampleproblemsinunderstandingrelationshipbetweenresultsfromcostingsystemandfinancialreportingsystemusingtheABCsheetplantfinancialstatements
• Casestudyinevaluatingtheprofitabilityofpotentialorders
PRELIMINARY DAILY AGENDA
Day Two Wednesday, May 22 8:00AM - 5:00PM
BUDGETING:
• Informationrequiredtoprepareabudget• Capitalbudgets,departmentalbudgets,salesprojections• Properbudgetformanddocumentationofassumptions• Allocatingthebudgettoeachoperatingperiod• Casestudy–contrastingbudgetingmethodsandformats
BUSINESS PERFORMANCE MANAGEMENT:
• Basicconcepts&goalsofperformancemeasurementsystems• Determiningkeyindicators• Decidingwhattomeasureandhowoften• Disseminatingtheresults• Casestudy–BrowncorrandGraphsheetneedsomehelpdesigningsystems
WASTE CONTROL CONCEPTS:
• Informationrequiredtoprepareabudget• Wasteversusshrinkage• Industrystandardsandnorms• Problemsandpotentialsolutions• EquipmentAcquisition&Financing- Fundamentalconcepts- Casestudies–CrownJewelbuysahighspeedFlexoandGraphsheetdesperatelyneedsalaminator
• Incentivecompensationprogram- Informationrequiredtoprepareabudget- Capitalbudgets,departmentalbudgets,salesprojections- Properbudgetformanddocumentationofassumptions- Allocatingthebudgettoeachoperatingperiod- Casestudy–contrastingbudgetingmethodsandformats
• Mergers&Acquisitions- DiscussionofkeyconceptsintheworldofMandA- Casestudy–Browncorr,Inc.,wantstomakeanacquisitionandhasidentified2targets.Ormaybetheyshouldsell?Youhelpthemdecide!
W. H. Leary Co. is a leading innovative provider for glue application, quality assurance, and data collection systems, specializing in the paper converting industries such as folding carton, corrugated box, envelope and bag/sack manufacturing. Supplying solutions from basic glue application to the latest in-line print inspection system, all of Leary’s products have been designed with a common goal in mind: to allow customers to benefit from leading edge technologies which maximize their machine’s potential and deliver 100% fit-for-use products. Leary is corporately headquartered in Tinley Park, IL, USA, housing engineering, manufacturing, and a large demonstration and training center. Multiple sales and service locations are located throughout North America as well as a subsidiary located in Basildon, UK.
SEMINAR WILL BE HOSTED BY THE W.H. LEARY CO.W.H. Leary Co. 8440 B West 183rd PL Tinley Park, IL 60487
A DYNAMIC SALES TRAINING COURSE WITH INNOVATIVESOLUTIONS TO OVERCOME DIFFICULT SALES CHALLENGESCreated specifically for the packaging industry to address challengesin today’s rapidly changing marketplace. This new training program isdesigned to breathe new life into your sales team. “What got us here,won’t take us there.”Reality requires us to challenge the established thoughts, roboticbehaviors, and outdated processes. This program encompassesfresh new ideas and concepts to build a solid strategy for today’s competitive landscape. This 1½ day seminar is segmented into threemain components, each specific area relevant to the challenges yoursalespeople face every day.
Prospecting• Secure the first appointment.• Identify and pursue prospects that fit.• Learn how to use emerging technology to your advantage.
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• Learn new strategies for creating more hours in the day.
• Understand why it's not a numbers game anymore
Time and Territory Management
• Manage your time for maximum results.
• Create more time with buyers.
Commoditization and the Price Buyer• Overcome “Your price is too high.”• Understand critical thinking.• Understand value.
WHO SHOULD ATTEND• Salespeople who want better results getting the first appointment.• Salespeople who need top line growth.• Salespeople who want to change the buyer’s focus of price.• Salespeople who never seem to have enough time to prospect.• Sales Managers who want new prospecting strategies for their team.• Sales Managers who desire higher contribution dollars.
INSTRUCTORS
Kim Brown, Corrugaed StrategiesKim is a 25+ veteran of the packaging industry, with experience in Sales, Sales Management, Marketing, and Business Development—for both the integrated and the independent. Kim founded
Corrugated Strategies to assist the independent sector, addressing their challenges in today’s competitive market. Kim applies her sales experience, knowledge of the industry, and understanding of the market as it is today, to deliver relevant and current content, keeping participants engaged, and involved. She combines idealistic passion to fire you up with concrete advice to put into practice immediately.
Klingher Nadler 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 the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbareistry.org
Cancellation PolicyAll course cancellations must be made in writing and sent to AICC, P.O. Box 25708, Alexandria, VA 22313, or faxed to (703) 836-2795. Registrants who cancel more than three weeks prior to the program date are entitled to a full refund of the registration fee; three weeks or less, but more than one week, a cancellation penalty of 50% of the registration fee will be assessed; less than one week and no shows, no refund. AICC does NOT offer refunds for those who cancel within three weeks of the program date and wish to reschedule their participation to another program or to the same program on a later date. However, substitutions are allowed and strongly encouraged and can be made from the same company for the same course date. If AICC cancels any program, a full refund will be provided. AICC may cancel programs if attendance does not meet required levels. Be sure to phone AICC to confirm a course is being held before making non-refundable airline tickets. Travel fares and hotel deposits cannot be reimbursed.
█ Credit Card █ Check (Made payable to AICC. Send to, P.O. Box 25708, Alexandria, VA 22313)
Type of Card _____________________________________________________ Name on Card _________________________________________________
Card # █ █ █ █ █ █ █ █ █ █ █ █ █ █ █ █ Exp.Date █ █ █ █ CVC Code █ █ █ █ Amount to Charge $ _______________
Signature _____________________________________________________________________________________________________
█ AICC Member
█ AICC Non-Member
REGISTER TODAY! For more information and meeting registration please contact: Chelsea May • [email protected]
AICC • 113 S. West Street • Alexandria, VA 22314Phone (703) 836-2422 • Toll Free (877) 836-2422
Fax (703) 836-2795 • www.aiccbox.org
AICC, The Independent Packaging Association, is uniting and celebrating the success of inspired, independent packaging companies. We are a growing membership association which has served
independents since 1974.
AICC Serves:Passionate Professionals; The independent and united; The responsive and agile.
AICC Will:Connect and cultivate; Deliver success.
REGISTRATION | CORRUGATED PACKAGING FUNDAMENTALS SEMINARFill out the form below for each attendee. (If more forms are needed please copy registration form.)
Name _______________________________________________________________________________________________
Title ________________________________________________________________________________________________
Company _____________________________________________________________________________________________________________
Street Address ___________________________________________________________________________________________
City __________________________________ State ________________________ Zip _____________________________
Business Phone # _____________________________________________ Email _______________________________________
ATTENDEE INFORMATIONAttendee 1 _________________________________________________ Email _______________________________________
Attendee 2 _________________________________________________ Email _______________________________________
Attendee 3 _________________________________________________ Email _______________________________________
HOTEL INFORMATIONHeritage Hills Hotel
2700 Mt. Rose Avenue | York, Pa 17402Room Rate: $119/night (includes breakfast buffet)
To Make Reservations: Call (717) 755-0123 ext. 1580Booking ID: AIC032018
REGISTRATION FEESAICC Member: (before early bird, February 1, 2019) Single: $1295
Non-Member: (early bird price does not apply to non-members) Single: $2000
SCHOOL FOR FINANCIAL MANAGERS & CONTROLLERS SEMINAR
Cancellation PolicyAll course cancellations must be made in writing and sent to AICC, P.O. Box 25708, Alexandria, VA 22313, or faxed to (703) 836-2795. Registrants who cancel more than three weeks prior to the program date are entitled to a full refund of the registration fee; three weeks or less, but more than one week, a cancellation penalty of 50% of the registration fee will be assessed; less than one week and no shows, no refund. AICC does NOT offer refunds for those who cancel within three weeks of the program date and wish to reschedule their participation to another program or to the same program on a later date. However, substitutions are allowed and strongly encouraged and can be made from the same company for the same course date. If AICC cancels any program, a full refund will be provided. AICC may cancel programs if attendance does not meet required levels. Be sure to phone AICC to confirm a course is being held before making non-refundable airline tickets. Travel fares and hotel deposits cannot be reimbursed.
█ Credit Card █ Check (Made payable to AICC. Send to, P.O. Box 25708, Alexandria, VA 22313)
Type of Card _____________________________________________________ Name on Card_________________________________________________
Card # █ █ █ █ █ █ █ █ █ █ █ █ █ █ █ █ Exp.Date █ █ █ █ CVC Code █ █ █ █ Amount to Charge $ _______________
Signature _____________________________________________________________________________________________________
█ AICC Member
█ AICC Member
█ AICC Non-Member
REGISTER TODAY! For more information and meeting registration please contact:Chelsea May • [email protected]
AICC • 113 S. West Street • Alexandria, VA 22314Phone (703) 836-2422 • Toll Free (877) 836-2422
Fax (703) 836-2795 • www.aiccbox.org
AICC, The Independent Packaging Association, is uniting and celebrating the success of inspired, independent packaging companies. We are a growing membership association which has served
independents since 1974.
AICC Serves:Passionate Professionals; The independent and united; The responsive and agile.
AICC Will:Connect and cultivate; Deliver success.
REGISTRATION | CORRUGATED PACKAGING FUNDAMENTALS SEMINARFill out the form below for each attendee. (If more forms are needed please copy registration form.)
Name _______________________________________________________________________________________________
Title ________________________________________________________________________________________________
Company _____________________________________________________________________________________________________________
Street Address___________________________________________________________________________________________
City __________________________________ State ________________________ Zip _____________________________
Business Phone # _____________________________________________ Email _______________________________________
ATTENDEE INFORMATIONAttendee 1 _________________________________________________ Email _______________________________________
Attendee 2 _________________________________________________ Email _______________________________________
Attendee 3 _________________________________________________ Email _______________________________________
HOTEL INFORMATIONHeritage Hills Hotel
2700 Mt. Rose Avenue | York, Pa 17402Room Rate: $119/night (includes breakfast buffet)
To Make Reservations: Call (717) 755-0123 ext. 1580Booking ID: AIC032018
REGISTRATION FEES
Company
Company
Company
Title
Title
Title
Homewood Suites 16245 LaGrange Road Orland Park, IL 60467
AICC Room Rate: $149/night To Make Reservations: Call (708) 364-9411 Group code: AICC
Cancellation PolicyAll course cancellations must be made in writing and sent to AICC, P.O. Box 25708, Alexandria, VA 22313, or faxed to (703) 836-2795. Registrants who cancel more than three weeks prior to the program date are entitled to a full refund of the registration fee; three weeks or less, but more than one week, a cancellation penalty of 50% of the registration fee will be assessed; less than one week and no shows, no refund. AICC does NOT offer refunds for those who cancel within three weeks of the program date and wish to reschedule their participation to another program or to the same program on a later date. However, substitutions are allowed and strongly encouraged and can be made from the same company for the same course date. If AICC cancels any program, a full refund will be provided. AICC may cancel programs if attendance does not meet required levels. Be sure to phone AICC to confirm a course is being held before making non-refundable airline tickets. Travel fares and hotel deposits cannot be reimbursed.
█ Credit Card █ Check (Made payable to AICC. Send to, P.O. Box 25708, Alexandria, VA 22313)
Type of Card _____________________________________________________ Name on Card_________________________________________________
Card # █ █ █ █ █ █ █ █ █ █ █ █ █ █ █ █ Exp.Date █ █ █ █ CVC Code █ █ █ █ Amount to Charge $ _______________
Signature _____________________________________________________________________________________________________
█ AICC Member
█ AICC Member
█ AICC Non-Member
REGISTER TODAY! For more information and meeting registration please contact: Chelsea May • [email protected]
AICC • 113 S. West Street • Alexandria, VA 22314Phone (703) 836-2422 • Toll Free (877) 836-2422
Fax (703) 836-2795 • www.aiccbox.org
AICC, The Independent Packaging Association, is uniting and celebrating the success of inspired, independent packaging companies. We are a growing membership association which has served
independents since 1974.
AICC Serves:Passionate Professionals; The independent and united; The responsive and agile.
AICC Will:Connect and cultivate; Deliver success.
REGISTRATION | CORRUGATED PACKAGING FUNDAMENTALS SEMINARFill out the form below for each attendee. (If more forms are needed please copy registration form.)
Name _______________________________________________________________________________________________
Title ________________________________________________________________________________________________
Company _____________________________________________________________________________________________________________
Street Address___________________________________________________________________________________________
City __________________________________ State ________________________ Zip _____________________________
Business Phone # _____________________________________________ Email _______________________________________
ATTENDEE INFORMATIONAttendee 1 _________________________________________________ Email _______________________________________
Attendee 2 _________________________________________________ Email _______________________________________
Attendee 3 _________________________________________________ Email _______________________________________
HOTEL INFORMATIONHeritage Hills Hotel
2700 Mt. Rose Avenue | York, Pa 17402Room Rate: $119/night (includes breakfast buffet)
To Make Reservations: Call (717) 755-0123 ext. 1580Booking ID: AIC032018
REGISTRATION FEES
Cancellation PolicyAll course cancellations must be made in writing and sent to AICC, P.O. Box 25708, Alexandria, VA 22313, or faxed to (703) 836-2795. Registrants who cancel more than three weeks prior to the program date are entitled to a full refund of the registration fee; three weeks or less, but more than one week, a cancellation penalty of 50% of the registration fee will be assessed; less than one week and no shows, no refund. AICC does NOT offer refunds for those who cancel within three weeks of the program date and wish to reschedule their participation to another program or to the same program on a later date. However, substitutions are allowed and strongly encouraged and can be made from the same company for the same course date. If AICC cancels any program, a full refund will be provided. AICC may cancel programs if attendance does not meet required levels. Be sure to phone AICC to confirm a course is being held before making non-refundable airline tickets. Travel fares and hotel deposits cannot be reimbursed.
█ Credit Card █ Check (Made payable to AICC. Send to, P.O. Box 25708, Alexandria, VA 22313)
Type of Card _____________________________________________________ Name on Card_________________________________________________
Card # █ █ █ █ █ █ █ █ █ █ █ █ █ █ █ █ Exp.Date █ █ █ █ CVC Code █ █ █ █ Amount to Charge $ _______________
Signature _____________________________________________________________________________________________________
█ AICC Member
█ AICC Member
█ AICC Non-Member
Register Today! For more information and meeting registration please contact:Chelsea May • [email protected]
AICC • 113 S. West Street • Alexandria, VA 22314Phone (703) 836-2422 • Toll Free (877) 836-2422
Fax (703) 836-2795 • www.aiccbox.org
AICC, The Independent Packaging Association, is uniting and celebrating the success of inspired, independent packaging companies. We are a growing membership association which has served
independents since 1974.
When You Invest & Engage, AICC Delivers Success
REGISTRATION | CORRUGATED PACKAGING FUNDAMENTALS SEMINARFill out the form below for each attendee. (If more forms are needed please copy registration form.)
Name _______________________________________________________________________________________________
Title ________________________________________________________________________________________________
Company _____________________________________________________________________________________________________________
Street Address___________________________________________________________________________________________
City __________________________________ State ________________________ Zip _____________________________
Business Phone # _____________________________________________ Email _______________________________________
ATTENDEE INFORMATIONAttendee 1 _________________________________________________ Email _______________________________________
Attendee 2 _________________________________________________ Email _______________________________________
Attendee 3 _________________________________________________ Email _______________________________________
HOTEL INFORMATIONThe Conference Center & James Martin Inn at Clemson University
230 Madren Center Drive | Clemson University | Clemson, South Carolina 29634Double & Single Executive Room: $125/night +11% tax
To Make Reservations: Call (888) 654-9020 or Email [email protected] Code: GF116660 or reference FLEX PRINTING SUCCESS PRACTICES
REGISTRATION FEESADDITIONAL ATTENDEE INFORMATION
