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Module 3 – Assets

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Use these worksheets to practice

Activity – Chalone Financials

Activity – Metrics Practice

Activity – Inventory Days for SKUs

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  • Strategy & Planning for Wineries
    • Module 1 – Introduction
      • Welcome
      • Identify the functions of the accounting team
      • Discuss the Strategy and Planning Continuum
    • Module 2 – Profit
      • List the common misconeptions about profit
      • Recognize the danger in using Tax costing
      • Learn to focus on Gross Profit
      • Identify the sections of a profit & loss report
      • Calculate Profit Margin ratio and Gross Profit ratio
      • Discuss how the sales mix affects the net profit
      • Compare the Profit Margin for several wineries
      • Identify strategies that increase profit
    • Module 3 – Assets
      • Learn how to monitor Assets so they stay in balance
      • Identify the sections of a Balance Sheet
      • Calculate the Return on Asset Ratio
      • Compare Inventory Days for several wineries
      • Apply the Inventory Days worksheet to your inventory
      • Calculate Accounts Receivable Days
      • Identify strategies that keep Assets in balance
    • Module 4 – Cash
      • Describe why cash flow flucuates wildly
      • Explain what the Statement of Cash Flows is for
      • Identify the sections of a Statement of Cash Flows
      • List 3 sources and 3 uses of cash
      • List 2 more sources and 3 more uses of cash
      • Analyze a Statement of Cash Flows
      • Identify strategies that increase cash
    • Module 5 – Growth
      • Compare Growth for different size wineries
      • Identify the main strategy issues for each growth stage
    • Module 6 – People
      • List 12 common non-financial metrics
    • Module 7 – Flash Reports
      • Create a Balanced Flash Report
    • Module 8 – Fini
      • List your next steps
    • Downloads

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