Financial Statement and Cash Flow Deep Dive

Dates & Times:
Session Type:

Convention Education

Registration Type:

Convention Education, Exhibitor, NECA Convention and Trade Show (Full Meeting), Press Registration, Speaker Registration

Location

SDCC

Description

Understanding your financial statements is critical to managing your business and quickly reacting to the ever-changing business environment. In this session, take a deep dive into financial statements, including the balance sheet, profit and loss, and cash flow. Get ready to be guided through a line by line description of common items on contractor financial statements and what they tell you about your business and operations. Interpretation and use of common financial statement ratios will also be discussed.

Speaker

  • David O'Brien Headshot

    David O’Brien

    Mosley, Pfundt, Glick & O’Brien

    Dave O’Brien is a CPA with over 40 years of experience and is widely respected and considered an expert in the area of accounting practices of the Construction Industry.
    Mr. O’Brien has an extensive background in assurance and accounting with an emphasis in real estate, construction, manufacturing and distribution. His primary focus is in the construction industry. His clientele in the construction industry includes general contractors, mechanical contractors, and electrical contractors, flooring contractors, sheet metal contractors, fire protection contractors, landscape contractors, homebuilders, commercial developers, land development and numerous other contractors.
    Mr. O’Brien is a national speaker for various organizations in the Construction Industry, which include the Home Builders Association (HBA), National Association of Home Builders (NAHB), National Electrical Contractors Association (NECA), Epcon Franchising, and Great Service Forums. Mr. O’Brien also provides professional consulting on a monthly and quarterly basis to more than 30 contractor’s in the Construction Industry. His professional education includes a BSA in Business Administration from the California State University at Chico, California, and he is a Licensed CPA in the States of Nevada and Ohio. Prior to becoming a partner at Mosley Glick O’Brien, Inc., he worked for large firms in Reno, Nevada and Toledo, Ohio.
    Mr. O’Brien is a member of the American Institute of Certified Public Accountants, the Society of Certified Public Accountants in Ohio, Nevada and Michigan. He is also affiliated with the Construction Industry CPA’s/Consultants Association (CICPAC), the Construction Financial Management Association (CFMA), and is a current member of the Board of Directors for the Home Builders Association of Greater Toledo, Inc.