Hospitality Financial Leadership Workshops
by David Lund
Available Both Virtually and In-Person
Hospitality Financial Leadership Workshop Menu
- Financial Leadership
- Business Principles
- Financial Statements
- Managing Labor and Productivity
- Managing Expenses
Hire David Lund to teach your team members to become more financially knowledgeable and effective… this creates commitment with your leaders and a more profitable hotel. Invest in your future and your people with skills and knowledge today.
Core 5 Signature Training Series Outcomes
- Individuals complete training in all core essential facets of financial leadership
- Become financially confident and ready for more financial success
- Feel the limitless possibilities that comes with the sense of knowing your numbers and being prepared
Workshop Module 1: Financial Leadership
- Shift your thinking
- Welcoming imperfection
- Born without the financial gene
- What is financial leadership
- Engage their hearts and minds
- What’s in it for me
- How to vs. Want to
Workshop Module 2: Business Principles
- Accrual vs cash
- Principles of business
- Business types
- Why we do what we do – the way we do it
- Who uses the information and why
- Terms & definitions
Workshop Module 3: Financial Statements
- Income statement
- Assets
- Liabilities
- Balance Sheet
- Fundamental Business Equation
- GAAP
- USALI
- Cash Flow
- Terms and definition
Workshop Module 4: Managing Labor and Productivity
- Shift your thinking
- Calculating rooms productivity
- Calculating F&B productivity
- Financial statement productivity
- Benchmarking
- Continuous improvement measures
- Staffing guides
- Payroll dictionary
Workshop Module 5: Managing Expenses
- Zero based expenses
- Budgets and forecasts
- Check books
- Every line needs an owner
- Expense dictionary
- Purchasing controls
Online Series FAQs
- Online workshops can be delivered via your platform our mine
- Workshops can be delivered each week based on a fixed or free flow schedule – 45-60 min each
- Deck copies and homework are supplied after each session
- Each workshop and mentoring session is live, and participants have the opportunity for contribution & questions
- Pricing is available upon request
Pricing Is Available Upon Request (travel and accommodations are additional). Customized workshops are also available.
David presented his Financially Fearless workshop to my team from all backgrounds and areas of the operation. We ALL gained significant value. The workshop was a great mix of team building, self-reflection, and brainstorming. It provided an introspective look at how we can all improve our own financial understanding in our role in an effort to maximize our impact on strengthening the organization’s bottom line. We would absolutely schedule another workshop with David again in the future!
Kathryn, Regional Dir Hotel Operations
Boston, Massachusetts
I learned so many things today about the hotel and finances that I had no idea about. David also put the team into excellent exercises.
Richard, Outlet Manager
Vancouver, BC Canada
Get David's Core 5 Workshop Menu
DownloadOnline Workshop Sample
Schedule Your Complimentary Call with David Today and Discover How Your Hotel and Career Can be More Prosperous
