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  1. Courses/Programs
  2. Financial Disciplines for M...

Financial Disciplines for Movers


Dave Duryee is the author of the five-star rated Amazon Bestseller book entitled "60 Minute CFO: Bridging the Gap Between Business Owner, Banker and CPA".  This course is based on the moving industry version of this book, "60 Minute CFO:  The Fast Track to Understanding Finance for Movers."

The course fee includes a copy of the 60 Minute CFO book which will be sent to you upon enrollment.

Learn about:

  • Income Statements
  • Balance Sheets
  • Cash Flow Management
  • Transition Management
Click here to view Course Samples.

View the recorded interview with David Duryee and Tracy Bech:  On-Demand Event

$300.00 - $500.00
IAM Member
$400.00
Non-Members
$500.00
IAMX-Validated
$300.00
Items Included in the Purchase of this Course
Section Icon

Introduction

Section: 3 Presentations 1 Document
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Chapter 1 - The Balance Sheet

Section: 1 Presentation 1 Assessment 1 Document
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Chapter 2 - The Income Statement

Section: 1 Presentation 1 Assessment 1 Document
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Chapter 3 - Operating Performance

Section: 1 Presentation 1 Assessment 1 Document
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Chapter 4 - Cash Flow

Section: 2 Presentations 1 Assessment 1 Document
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Chapter 5 - Bringing It All Together

Section: 1 Presentation 1 Assessment 1 Document
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Chapter 6 - Transition Management

Section: 1 Presentation 1 Document 1 Assignment
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Chapter 7 - Introduction to Business Planning

Section: 1 Presentation 1 Document 1 Assignment
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Chapter 8 - Forecasting the Income Statement

Section: 1 Presentation 1 Document 1 Assignment
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Chapter 9 - Forecasting the Balance Sheet

Section: 1 Presentation 1 Document 1 Assignment
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Chapter 10 - Forecasting Cash Flow & Operating Performance

Section: 1 Presentation 1 Document 1 Assignment
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Chapter 11 - Calculating Break-Even Revenue

Section: 1 Presentation 2 Documents 1 Assignment
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Chapter 12 - Capital Budgeting

Section: 1 Presentation 1 Document 1 Assignment
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Chapter 13 - Take it to the Bank

Section: 1 Presentation 1 Document 1 Assignment
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Chapter 14 - Working With Your CPA

Section: 1 Presentation 1 Document 1 Assignment
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Chapter 15 - Leadership Principles & Conclusion

Section: 1 Presentation 2 Documents
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Move Mastery Tutorial

Section: 1 Presentation
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Appendix

Section: 4 Documents
Survey Icon

Financial Disciplines for Movers - Survey

Survey: 20.0 IAM Trusted Military Move Specialist 20.0 IAM Trusted Mobility Professional 20.0 IAM Trusted Move Specialist 20.0 IAM Trusted Moving Professional 2 questions

Certificate of Achievement - Financial Disciplines

Certificate: 0/15 Course items completed
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