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W360 Bootcamp 2024: Simple Numbers Playbook for Landscape Industry

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WHAT YOU CAN EXPECT

Join us this October for the WILSON 360 Regional Bootcamp, a newly launched series of specialized one-day events designed to deliver concentrated industry knowledge in a close-knit setting. This bootcamp will delve deep into crucial financial strategies essential for the landscape industry.

Greg Crabtree, Financial Analyst, will guide you through the nuances of financial dashboarding and benchmarking, showing you how to effectively present critical financial data to optimize business operations. Steve Steele, Senior Financial Consultant at Wilson360, will focus on the art of extracting and utilizing financial data to drive proactive decision-making and organizational accountability. Each session will provide actionable insights into essential metrics like Labor Efficiency Ratio and Profit to Gross Margin, equipping you with the knowledge to transform your financial practices and promote robust growth.

EVENT DETAILS

REGISTRATION

  • Non-W360+ Members: $1,099
    • Promotional Offer: Lock in your first-year membership to Wilson360+ for just $600 (use discount code)
  • W360+ Members: $899 (use discount code)
Exclusive W360 Tool Offers for All Bootcamp Participants:
  • Financial Dashboard: Build out within four weeks post-event for $2,000 (regularly $2,300)
  • Labor Analysis: Discounted rate to determine accurate hourly rates for $1,440 (regularly $1,800)

AGENDA

Tuesday, 15th October

2:00 pm – 5:00 pm | Bootcamp Registration Open
2:45 pm | Leave Hotel for Botanical Gardens
3:00 pm | Private Tour of Botanical Gardens
5:00 pm | Finish Tour & Return Hotel
6:00 pm | Dinner

Wednesday, 16th October

7:00 am | Breakfast – TBD
8:00 am | Opening Session

8:15 am | Greg Crabtree – Simple Numbers Playbook For Landscape Industry

Get ready to crush your numbers game in the landscape industry at W360 Bootcamp 2024 – it’s all about keeping it simple!

9:00 am | Steve Steele – Financial Firsts The Basics of Success

Discuss extracting and using financial report data to enhance decision-making and accountability across the organization.

10:00 am | Break

10:15 am | Steve Steele – Financial Dashboarding and Benchmarking: The Art of Inspecting What You Expect

Explore how to extract and present critical financial data to improve decision-making and establish organizational accountability.

11:15 am | Greg Crabtree – Continued
12:15 pm | Lunch
1:00 pm | Greg Crabtree – Continued
4:30 pm | End of Day – Travel Home or Optional Dinner
*Schedule subject to change

HOTEL & VENUE

We’re thrilled to host the upcoming Wilson360 BootCamp at the Courtyard Saint Louis Downtown West. For the main event activities, we have also reserved the Ross Combined Meeting Rooms at the Missouri Botanical Garden for an enriching all-day session.

HOW TO BOOK YOUR STAY

For your convenience, we recommend booking accommodations at the Courtyard Saint Louis Downtown West, where the event registration will take place. Please call 800.321.2211 or click here to book your stay directly.

ALTERNATIVE HOTEL OPTIONS

If the Courtyard Saint Louis Downtown West does not have availability, or if you prefer other accommodations, here are three excellent nearby alternatives:

Pear Tree Inn St. Louis

Fairfield Inn & Suites St. Louis Downtown

St. Louis Union Station Hotel, Curio Collection by Hilton

For any further assistance or inquiries about your stay, please do not hesitate to contact Arvyn Lazo, Wilson360 Executive Assistant.

We look forward to seeing you in St. Louis!

ABOUT THE PRESENTER: GREG CRABTREE

Greg Crabtree

Greg Crabtree is a speaker, author, entrepreneur and financial expert. Crabtree has used his entrepreneurial skills to develop Crabtree, Rowe & Berger, PC, a CPA firm focused solely on the needs of entrepreneurs, helping them build the economic engine of their businesses.Working with entrepreneurs all over the country in a broad range of industries, Crabtree has simplified financial reporting and empowered all entrepreneurs to take ownership of their finances. He has pioneered a revolutionary metric for driving business profitability: measuring labor efficiency and developing simple benchmarks for company, team and individual performance.

In 2011, Crabtree published his first book “Simple Numbers, Straight Talk, Big Profits,” in which he shares his core principles of how to turn your business into a wealth building engine. He is currently working on his second book, “Simple Numbers 2.0.”

Crabtree’s community service includes serving as Boys and Girls Clubs of America National Area Council Member, Entrepreneurs’ Organization Global Board (2006 to 2009), ALS Association of Alabama, Boys and Girls Clubs of North Alabama, Atlanta chapter of The Entrepreneurs’ Organization (EO) past board member. Crabtree is a frequent speaker at EO Chapter events, EO’s Accelerator Money Day program and the U.S. State Department’s New Beginnings program for international entrepreneurs.

Greg and his wife Debbie have four children. Greg is an avid golfer and enjoys playing historic golf courses whenever his travel plans permit.

ABOUT THE SESSION

Simple Numbers Playbook For Landscape Industry

Join us for an insightful workshop designed specifically for the landscape industry, where you’ll learn to make your numbers work for you! This event will help you eliminate common data distortions and focus on the key metrics that truly matter. Discover how to manage Return on Invested Capital, optimize your Labor Efficiency Ratio, identify the “Right” Cash Number, and understand why Profit to Gross Margin, not Revenue, is crucial. You’ll also learn practical strategies to fix bad metrics and effectively analyze multiple lines of business and locations.

Don’t miss this opportunity to gain actionable insights and transform your business with the power of simple numbers!

  • Get Your Numbers to Speak Truth! Eliminate Common Data Distortions
  • 4 Key Metrics to Manage by
    • Return on Invested Capital
    • Labor Efficiency Ratio (Total, Direct & Management)
    • The “Right” Cash Number to Manage to
    • Profit to Gross Margin, Not Revenue
  • How to Fix a Bad Metric
  • How to Analyze Multiple Lines of Business and Locations

ABOUT THE PRESENTER: STEVE STEELE

STEELE STEEL

Steve Steele, Steele Dynamic Services, LLC., joined the Wilson360 team in July 2020. Formerly Vice President of Business Systems for Heartland, LLC, a private equity financed holding company that acquired Keesen Landscape Management in November 2016, Steve has deep expertise in corporate finance and administration, including mergers and acquisitions, performance improvement, business process redesign, technology implementation, and change management.

Steve brings a personalized approach and collaborative spirit to the Wilson360 team, ensuring that clients benefit over the long term. As financial practice leader, Steve will help clients identify and capture efficiency and effectiveness opportunities in their core operations, pursue and address unique challenges facing landscape services leaders, and evaluate opportunities to capitalize on emerging industry trends.

Steele earned an MBA, with honors, in Finance and Accounting from Regis University, Denver, Colorado. He is a graduate of Colorado Mesa University in Grand Junction, Colorado, where he received a BBA in Business Management.

Steve has served in leadership roles on GreenCo.’s legislative committee, was a member of the board of directors and an officer of the Associated Landscape Contractors of Colorado, and served as a board member and president of the Rocky Mountain Classic. In addition, Steve has been an active voice for the green industry’s H2B problem and led an advocacy delegation to Washington D.C., to speak on its behalf to the U.S. Congress.

A virtual native of Colorado, Steve is a lifelong travel adventurer, a passionate travel photographer and can be found on Instagram @WalksYourWay.

ABOUT THE SESSIONS

Financial Firsts – The Basics of Success

In this one-hour session, we will explore the basic building blocks of financial success. We will start with an overview of the benefits of a proper chart of accounts set-up and move into critical fundamentals that include calculating the total cost of direct labor by division and the importance of gross margin as a primary KPI within the green industry.

Financial Dashboarding and Benchmarking – The Art of Inspecting What You Expect

In this one-hour session, we will explore the importance and methods of extracting and presenting critical data from your financial reports, using it to manage decision-making from a proactive perspective, and discussing its importance in establishing accountability within the organization, from field operations to executive management.

QUESTIONS?

We’re always happy to answer them. Call us at 803-263-1447 ext. 800, or e-mail Arvyn@Wilson-360.com.

SPONSORS

Thank you to BOSS for powering real change by partnering with the Wilson360 BootCamps.

WE LOOK FORWARD TO SEEING YOU IN ST. LOUIS!

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