HVAC, Plumbing & Refrigeration Distributors
Financial Seminars

The more employees understand about financial performance the better their decisions on a day-to-day basis. Using discussion, case studies and provided software, participants see the impact of processes and decisions on financial performance.

Understanding a Distributor's Financial Picture
  • Class Overview:
    Understanding a Distributor's Financial Picture provides basic information on two essential financial statements - the balance sheet and the income statement. The training emphasizes how daily decisions made by each person in the organization impact the distributor's financial performance. Practical ideas on improving inventory turns, accounts receivable turnover, velocity pricing, increasing sales and reducing costs are included. Students participate in group exercises to improve the profits of case study companies and to recognize the cash flow implications of improvements in collections and inventory turns. Each student receives a textbook and disc with balance sheet and income statement templates for use after the class.
  • Target Audience:
    Key Management
    Branch Managers
    Sales Managers
  • Length:
    2 days
  • Seminar Brochure:
    View Distributor Seminar Brochure
  • Contact vicki@vleishavc.com for seminar fee
    and class size information.

"The Distributor Sales Boot Camp opened my eyes to a lot of things I need to be doing such as planning my sales calls, having a purpose and better utilizing my time. This class will make me more productive for myself and my company. The instructor was very knowledgable about the HVAC industry, confident and supportive."

Rick Hudson
CAC Distributors
(Winston-Salem, NC)

"Very helpful & informative material was presented in a clear & sufficient fashion. Dealer acquisition was the most valuable to me because this is our main focus in 2006. I will be more aggressive in my approach toward dealer acquisition by using the comparative analysis."

Kevin Braly
(North Texas)

"Included great information for the development of new dealers. The thing I liked most was the friendly relationship that Vicki & John developed with the participants. The instructors have a very good knowledge of HVAC."

Robert Fierro
(North Texas)