About this Event
Duration: 1 Full Day (8 Hours)
Delivery Mode: Classroom (In-Person)
Language: English
Credits: 8 PDUs / Training Hours
Certification: Course Completion Certificate
Refreshments: Lunch, Snacks and beverages will be provided during the session
Course Overview
This course helps service firms and agencies in industrial services master the art of contract cash-flow design. You will explore how to structure pricing and billing models that support project-driven work while maintaining financial stability. The course highlights the importance of retainers, milestones, and flexible contracts that align with both client needs and operational realities. Through interactive exercises, you will gain practical strategies to design sustainable models that improve cash-flow predictability, profitability, and client trust.
Learning Objectives
By the end of this course, you will:
- Understand contract cash-flow principles in service-based industries.
- Learn to design sustainable pricing and billing models.
- Gain strategies for managing risks and stabilizing finances.
- Apply tools and systems to streamline cash-flow operations.
- Master negotiation techniques to align client expectations.
- Measure and improve financial performance using KPIs.
Target Audience
Pricing and billing model specialists, service firms, agencies, and professionals in industrial services and project-driven work.
Why It’s the Right Fit for You:
This course is the right fit if you want to stabilize revenue and build financial resilience in a project-driven environment. You will learn frameworks that align financial planning with operational execution, ensuring cash-flow remains predictable. Our approach combines real-world examples, industry-specific insights, and hands-on activities to give you actionable strategies. You will leave with tools to design contracts that safeguard finances, enhance client trust, and reduce payment risks. With this knowledge, you can confidently lead financial discussions, improve profitability, and support long-term business growth.
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Smart Savings for Groups
Register in groups: 3 + participants save 10% each, while 10+ participants save 15% each.
Would you like to upskill your entire finance or project team in contract cash-flow design?
We provide in-house training customized to your organization’s needs. The program can be tailored to address your firm’s pricing structures, client dynamics, and operational goals. Whether you require specialized modules, interactive workshops, or post-training support, we adapt the course to ensure maximum impact. This approach helps your team gain practical skills while aligning with your company’s financial strategies.
📧 Contact us today to schedule a customized in-house, face-to-face session:
Agenda
Module 1: Introduction to Contract Cash-Flow
Info: • Basics of cash-flow in service and agency environments
• Identifying key financial challenges
• The role of cash-flow in project success
• Activity
Module 2: Pricing Models for Service Firms
Info: • Fixed-price vs. time-based pricing
• Value-based pricing in industrial services
• Hybrid pricing structures
• Case Study
Module 3: Billing Structures & Client Alignment
Info: • Retainers and milestone-based billing
• Aligning billing cycles with project timelines
• Enhancing client confidence with transparency
• Activity
Module 4: Stabilizing Cash-Flow in Project Work
Info: • Leveraging deposits and staged payments
• Cash reserves for project continuity
• Forecasting cash requirements
• Role Play
Module 5: Financial Risk Management
Info: • Identifying cash-flow risks in projects
• Strategies to mitigate late payments
• Contract clauses to safeguard finances
• Case Study
Module 6: Tools & Systems for Cash-Flow Management
Info: • Software solutions for billing and forecasting
• Automation of invoicing and collections
• Tracking and reporting best practices
• Activity
Module 7: Negotiation & Client Communication
Info: • Framing pricing discussions effectively
• Handling objections to retainers/milestones
• Building long-term trust through clarity
• Role Play
Module 8: Measuring Cash-Flow Success
Info: • KPIs for contract performance
• Monitoring liquidity and profitability
• Continuous improvement in financial design
• Case Study
Event Venue & Nearby Stays
Regus AB,Fort Saskatchewan, Canada
CAD 569.51 to CAD 673.01
