Online Courses


CFMA's on demand courses provide the education you need to advance your knowledge and career. Covering a broad range of industry topics, from the Basics of Construction Accounting, to Contracts 101 and the finer points of Treasury Management, there is something for every level construction financial professional.

Programs run 2-8 hours in length and are segmented into 2-hour modules. Purchase an on demand course and receive 24/7 access to content and materials.

(On Demand courses do not offer CPE credits.)


Sessions

Work in Progress: A Deep Dive & Advanced Perspective of WIP - Day II


Credits: None available.

This four-hour intensive course will provide an advanced view of the work in process schedule. Your WIP is more than a reporting tool; it is a financial management tool for your construction company. From this workshop, you will gain strategies to turn unexpected profit fade and enhancements into predictable events.

Learning Objectives:

  • ​Describe the role of the formal cost review process in the outcome of the WIP
  • Discuss WIP analysis techniques, tips and tricks
  • Identify the impact of profit fade and fee enhancements

Level & Prerequisites:
This is a group-live program at the Advanced Level. Participants should have at least three years’ experience in construction accounting, in-depth experience integrating construction contracts and estimates into a WIP schedule and a solid understanding of managing the cost review process. CFMA’s “A 360 View of Your WIP” course is also a recommended prerequisite.

Speaker(s):
Tags: WIP
Members: $140.00
Standard: $199.00

Work in Progress: A Deep Dive & Advanced Perspective of WIP - Day I


Credits: None available.

This four-hour intensive course will provide an advanced view of the work in process schedule. Your WIP is more than a reporting tool; it is a financial management tool for your construction company. From this workshop, you will gain strategies to turn unexpected profit fade and enhancements into predictable events

Learning Objectives:

  • ​Describe the role of the formal cost review process in the outcome of the WIP
  • Discuss WIP analysis techniques, tips and tricks
  • Identify the impact of profit fade and fee enhancements

Level & Prerequisites:
This is a group-live program at the Advanced Level. Participants should have at least three years’ experience in construction accounting, in-depth experience integrating construction contracts and estimates into a WIP schedule and a solid understanding of managing the cost review process. CFMA’s “A 360 View of Your WIP” course is also a recommended prerequisite.

Speaker(s):
Tags: WIP

360 View of Your WIP - Day 2360 View of Your WIP - Day 2

Preview Available

360 View of Your WIP - Day 2


Credits: None available.

Speaker(s):
  • Eric Krystad, CPA, CPA, Director, Construction Accounting, Aldrich CPAs & Advisors LLP

360 View of Your WIP - Day 1360 View of Your WIP - Day 1

Preview Available

360 View of Your WIP - Day 1


Credits: None available.

Speaker(s):
  • Eric Krystad, CPA, CPA, Director, Construction Accounting, Aldrich CPAs & Advisors LLP

Basics of Construction Accounting - Day 4


Credits: None available.

Speaker(s):

Basics of Construction Accounting - Day 3


Credits: None available.

Speaker(s):

Basics of Construction Accounting - Day 2


Credits: None available.

Speaker(s):

Basics of Construction Accounting - Day 1


Credits: None available.

Speaker(s):

Project Management Fundamentals for the Construction Financial Professional - Day 2


Credits: None available.

Speaker(s):

Project Management Fundamentals for the Construction Financial Professional - Day 1


Credits: None available.

This program teaches construction financial professionals the language of construction project management, how the information available relates to each phase of the project, and provides an expert’s insight on what can go wrong. This course will take the participant on a journey through a sample job and map it through every project phase including making adjustments and alignment of financials/data, and how to best collaborate with the project manager to deliver the most profitable results.

Learning Objectives:

• Explain the structure and activities required for successful project management.

• List the project management steps and discuss the importance of collaboration with other construction project stakeholders.

• Identify potential project risks at all stages of the process.

• Describe all aspects of the Contract Life Cycle including all facets of project bid, acquisition, contract initiation, construction and completion, including both operational and financial aspects.

• Discuss opportunities to improve communication to enhance project performance and safety.

• Implement lessons learned, and incorporate proven principles and best practices for successful project management.

Level & Prerequisites:

This is a group-internet based program at the Basic Level. No prerequisites or advanced preparation required. A basic understanding of construction accounting & financial management is recommended.

CPE Credits:

This program provides 1 CPE credit in the field of Finance and 3 CPE credits in the field of Management Services.

Who Should Attend? Financial managers and other professionals who work with construction projects and/or interface with project managers, operations, risk/insurance, and legal departments. It is also ideal for those individuals who may have managed financials for non-construction related industries and may also include surety, banking and insurance professionals.

Presenters:

· Caryl Coronis, CPA, CFO, NBG Constructors

· Linda clifford, MBA

Price: $140 for CFMA members: $199 for non-members

Speaker(s):
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