For questions regarding this program, please contact Shelly Dixon at sdixon@smacna.org.

About the Program

What you don’t know can hurt you – especially where your firm’s financial statements are concerned. When you “enlist” in this October 5-7 Boot Camp, you will march through the paces and participate in drills based on real-world exercises. You will have the option to evaluate your organization’s financial conditions using our own financial statements. Learn to: 

  • Interpret financial statement for better company performance
  • Calculate and interpret ratios and indicators, including R-scores
  • Understand business entity types
  • Work with credit
  • Develop cash flow projections
  • Understand equipment acquisition and leasing
  • Use financial information for strategic and business planning and risk assessment

Using a variety of case studies, participants learn real world management techniques. The case studies simulate real-world business experiences where there are seldom “yes or no” answers.

This program will increase the knowledge, skills, and abilities of those individuals within a firm who are considered “non-financial personnel” but need to have the best understanding of the firm’s financial situations.

Interpreting Financial Statements, Navigating KPI’s and Analyzing Financial Strategies

Understanding the complexities of your firm's financial statements is crucial to your firm’s success. When you “enlist” in this Boot Camp, you will march through the paces and engage in practical drills and exercises based on real-life scenarios. Participants will learn how to use their financial statements as a valuable tool to gain insights into their company's financial health, enabling them to make informed decisions and navigate the complexities of financial management with confidence. This immersive experience will enhance your financial expertise with hands-on activities that mirror the challenges faced in today’s business landscape.

The financial boot camp provides participants with a holistic understanding of financial analysis, enabling them to make informed decisions, develop effective financial strategies, and navigate real-world business challenges. Through a combination of theoretical learning, hands-on simulations, and practical applications, participants gain the skills necessary to excel in financial management and contribute to the success of their organizations.

New for 2026: Big Blue Innovations

SMACNA welcomes Big Blue Innovations (BBI) to the Financial Boot Camp instructor team. Jay Snyder, CEO, and Mitch Blair, Senior Advisory Leader, will provide insights into technology adoption and the ERP landscape.

BBI routinely helps architecture, engineering, and construction (AEC) firms navigate business modernization through digital transformation and innovation planning. Their expertise at the seam of business, operations, and technology is not only powerful but also agnostic. Since they are not a software company, the focus remains on the high-stakes journey of ERP selection and successful implementations. Learn how to avoid "shiny object syndrome" and focus on what really matters to your workflows.

Venues & Accommodations

The Westin Phoenix Downtown
333 North Central Avenue
Phoenix, Arizona 85004

(602) 429-3500

Pricing:

Member (early) - $1,785 - Early rate ends on 8/10/2026
Member (standard) - $1,985
Associate Member - $2,085
Non-member - $4,000

Registration closes on 9/21/2026


EVENT DETAILS

LOCATION: 333 North Central Avenue, Phoenix, AZ

EVENT TYPE: Educational Program

Speakers

Schedule at a Glance

October 5, 2026

Breakfast & Registration

Welcome & Introductions

Concepts of Accounting

Lunch

Income Statement

Work in Process (WIP) Accounting

Working Capital Effects

Balance Sheet Transactions

Adjourn

October 6, 2026

Breakfast

Internal Accounting Process

Banking and Bonding

Financial Analysis, Breakeven Point and Profit Planning

Lunch - Day 2

Financial Ratios for Decision-Making

Business Transition Concepts

Common entity forms

Strategic Elements

Case studies

Surety Issues

Adjourn - Day 2

October 7, 2026

Breakfast - Day 3

State of Technology Adoption

ERP 101

ERP OTS Landscape

Break

The Selection Process Workshop

Implementation Considerations and Change Management Best Practices

SMACNA wrap-up

Adjourn - Day 3

Breakfast & Registration

Welcome & Introductions

Concepts of Accounting

Lunch

Income Statement

Work in Process (WIP) Accounting

Working Capital Effects

Balance Sheet Transactions

Adjourn

Breakfast

Internal Accounting Process

Banking and Bonding

Financial Analysis, Breakeven Point and Profit Planning

Lunch - Day 2

Financial Ratios for Decision-Making

Business Transition Concepts

Common entity forms

Strategic Elements

Case studies

Surety Issues

Adjourn - Day 2

Breakfast - Day 3

State of Technology Adoption

ERP 101

ERP OTS Landscape

Break

The Selection Process Workshop

Implementation Considerations and Change Management Best Practices

SMACNA wrap-up

Adjourn - Day 3

Contact Us

SMACNA National Headquarters 4201 Lafayette Center Drive Chantilly, Virginia 20151 Tel: (703) 803-2980

Inquiry Form