The Exuberant Accountant - Scott Heintzelman

Finance for Non-Financial Managers Workshop

In partnership with the S. Dale High Center for Family Business, McKonly & Asbury will be presenting a four-phase course titled, “Finance for Non-Financial Managers.”  The training will be two separate days: Friday, May 7^th and Friday, May 28^th and will include such topics as:

 

1.   Differentiating profit and cash flow

2.   Understanding transactions

3.   Using financials to measure performance

4.   Developing performance measurements

5.   Creating value through financial management

6.   Valuation of your business

7.   Cost of Capital

8.   Debt/Equity mix

9.   Budgeting/forecasting

10. Reading financial statements

 

This course will be lead by Kurt Trimarchi and me, partners at McKonly & Asbury. This will be a great workshop for all business leaders, but especially for next generation leaders, non-active shareholders, and business & family members in non-finance roles. 

 

If you would like more information please click here for specific details or feel free to contact me.

Video of Recent Financial Freedom Seminar

Due to reader demand J I am adding a new section on my blog titled Scott’s Presentations.  Obviously, not everyone can attend the various speaking engagements and presentations that I make and several have requested video to view (thanks for asking Mom and Dad…I can always count on your support!). 

 

The most recent clip is from my Financial Freedom Seminar that I presented a few weeks ago.  You can click on this link to watch a 5 minute clip of that presentation.  As always, I do appreciate feedback and suggestions.  Thank you.

Speaking at Stewardship University

I have written many times about stewardship and servant leadership and really value the idea of giving back.  So, I was excited and honored when I was invited to speak at the Stewardship University.  Mennonite Mutual Aid is hosting a one day stewardship education session on March 6^th in Lancaster.  Numerous community leaders will be presenting on various topics, such as: Retirement 101, Freed-Up Financially, Missionvesting and Innovative Philanthropy.  All these sessions are geared toward helping people understand the responsibility and importance of giving (time, talents, health, money…) back to others.

I will be presenting a session titled - Differing Gifts in the Body: Managing People in Organizational Settings from a Strength-Based Perspective.

For more information on this event, speakers and topics you can check out the Stewardship University website or contact me.

New Speaking Engagement – Association of Independent Information Professionals (AIIP)

The Association of Independent Information Professionals (AIIP) recently asked me to do two presentations at their 2010 Annual Conference.  I get the opportunity to share on two topics I really enjoy. First, a keynote address on the subject of “Adding Value to your Business.” This is such an important topic and one that many business owners struggle with.  So many entrepreneurs get caught up working IN the business and not enough time ON the business. 

 

My second presentation at the conference will be to lead three separate break out sessions on “Family Business.”  This, of course, is a subject near and dear to my heart and one I have written extensively about. I will get to present my thoughts on the unique challenges faced by family business, but more importantly I get to share some ideas on how to make them stronger.  Things like the importance of Family Meetings, thinking of the business as one that is owned by a family as opposed to a family owned business, Participatory Leadership, and the value of having an Advisory Board… to name a few.

Financial Freedom Seminar: Building a Personal Spending Plan

Saturday afternoon, January 30th, I will be teaching a seminar on personal financial freedom and budgeting at Country & Town Baptist Church.  For the past few years, I have been teaching a class on stewardship and financial discipline and will now be covering that material in a two-hour presentation. The course will focus on building a spending plan. We use the term spending plan as opposed to budget since most people associate negative feeling with budgets.

 

If you know of anyone who would benefit and is interested in attending this complimentary training, please contact me.

PICPA – Passport to Opportunity Event (Accounting as a Career)

 

Today I spoke at Elizabethtown College to about 150 high school students.  These young people were from local high schools and had an interest in accounting as a career.  Last week, I also had the opportunity to present to different group of high school students on the campus of Messiah College. This event is put together by the Pennsylvania Institute of CPA’s and I was one of the presenters sharing why accounting is a great career choice. 

 

I enjoy getting the opportunity to explain to young people, that “Accounting is the Language of Business.”  Once a person gets their CPA, they can do so many things related to business (start a company, become a CFO or Controller, move into operations, perform management consulting…).  I feel so blessed to have chosen accounting as my major and also fortunate to have chosen to work in public accounting!

Construction Industry Highlights and Updates

On Friday, our firm McKonly & Asbury hosted our construction industry seminar.  We had several of the region’s top construction companies in attendance and some of the top experts as presenters.  Based on a conversation with various industry leaders, we attempted to cover some of the pressing issues facing contractors. We also wanted to present some new ideas and strategies in an attempt to challenge assumptions.

One of the top issues facing contractors is sales and use tax.  An important state tax update was presented by Jason Skrinak, CPA, of McKonly & Asbury.  Jason did an excellent job presenting on such topics as:

Financial Freedom Seminar: Building a Personal Spending Plan

This Saturday morning, May 30th, I will be teaching a seminar on personal financial freedom and budgeting at Country & Town Baptist Church.  I have regularly been leading a class on stewardship and financial discipline for years and have decided to put this into a two-hour presentation. The course will focus on building a spending plan. We use the term spending plan as opposed to budget since most people associate negative feeling with budgets.

If you know of anyone who would benefit and is interested in attending this complimentary training, please contact me.

EK McConkey Presentation on Social Networking

Today I did a presentation on social networking for EK McConkey & Co.  A few of their leaders have been reading my blog and thought it would be useful to their team if I shared how I try to add value to my network using the web.  It was a very lively and entertaining discussion about things to avoid (like sharing too much personal information) and keeping it professional.  We also talked about the ability of social networking to keep making connections 24/7, and how it does not matter how many “friends” you have, but the depth of those connections. If you are a glad-handing, networking jerk and only taking from others, eventually no one will work to help you. As Keith Ferrazzi in his book Never Eat Alone stated, “the currency of networking (whether online or in person) is not greed, but generosity.”

Motivational Speaking – TOPS (Taking Off Pounds Sensibly)

Last evening I was the guest speaker for a local TOPS (Taking Off Pounds Sensibly) chapter meeting.  I have done a lot of public speaking in my life on many subjects (like leadership, fraud, family business, employee engagement…), but this was a first for me.  I have a good friend attending TOPS and she asked me to come and share my story of getting fit.  I was able to talk about both nutrition and exercise and hopefully was an encouragement to the class.  They asked me numerous questions which caused me to more than exceed my allotment of time.  I hope that is a good sign that what I had to say resonated with them.  They also asked me to come back and provide an update on my quest to achieve 10% body fat.  I love encouraging people to set Big Hairy Audacious Goals, put together a plan to succeed and finally to work hard to achieve them.