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eSSETSWebinar: Bridging the Communication GapThursday, April 11th @ 1 pm CDTPaul RobertsCEO of eSSETSpaul@essets.comWeb: w...
Today’s Take Aways• Accounting and FM• Great Game of Business• 5 Tips for Presenting to Executives------------------------...
Are you really going to talk Accounting?
Birdman Story“I just love accounting. Accounting is thelanguage of business.”
Great Game of Business
About Accounting• Rules, Principles• Language• Keep Score
Accounting Principles (for FM’s)• Cost• Matching• Objectivity• Consistency• Full-disclosure• Conservatism• Materiality
Costs• Acquisition (Capital) Costs (CAPEX)• Operating Expenses (OPEX)o Maintenance & Repairs (M&R)o Energy• DepreciationeS...
The Matching Game• Income Statement (P&L), Cover a Period• Methods for matching revenues to costso More Art than Scienceo ...
Objectivity Principle• Objective evidence• Avoid whims, fancies, opinions(when possible)• Can be applied to FM data
Consistency Principle• Comparison of Performanceo Rules, Guidelines consistently applied• Can be applied to FM Measures!
Full Disclosure Principle• Financial Reporting should provide clarity• Clarity vs. Details• Can be applied to FM roleAll t...
Conservatism Principle• Not too hot, not too cold, just right• Conflict of Views:o Financial/Accounting typeso Marketing, ...
Materiality Principle• Be Practical• Materiality is Relative• Is the overhaul big enough to be material?
FM Accounting Summary• Know the principles• Apply some to your own scorekeeping• Don’t confuse expenditure with expense• G...
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 ...
 ...
...
...
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 ...
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 
 ...
 ...
 ...
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 ...
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tips forpresenting to
tips forpresenting to...

Summary• Accounting is the language of business• Apply the Great Game to FM – Keep Score!• Presentations MatterGather rele...
Q & A• Questions for Paul?
eSSETSQuestions & AnswersPaul Roberts:paul@essets.comWeb: www.essets.comLinkedIn: www.linkedin.com/company/essetsTwitter: ...
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eSSETs Webinar: Bridging the Communication Gap Between Facilities and Asset Managers and Senior Management (Thursday, April 11th, 2013)

In slides shown during a 45-minute webinar, Paul Roberts, CEO of eSSETS, a provider of cloud based asset management software and facilities management software, presents a study in bridging the communication gap that exists between facilities/asset managers and upper management. In facility management applications, he describes techniques to improve your communication skills when making your case, and in the long-run, boost your department’s productivity.

In the presentation, Paul outlines the following communication practices:

- Grabbing the attention of your CFO, holding it, and presenting numbers in a way that resonates
- Tips and tactics on how to sell your plan
- How to effectively justify purchasing what you need
- Learn how to get on, and stay on, the same page with your CFO
- How to help save your company money; communicating the bottom line
- Translating technology into business terms; making senior management understand
- Tips on competing for maintenance program funding
- How to make the case for funds, achieve happiness at work, and improve company success

About the Presenter:
For 25 years, Paul W. Roberts has been helping organizations with business productivity software solutions including; CCMS software, facility software, and health care asset management software. Prior to founding eSSETS Paul has been an analyst, programmer, support specialist, consultant, project manager, product manager and software company executive.

About eSSETS
eSSETS is a cloud-based web application for organizing and managing properties, buildings, facilities, vehicles, equipment---basically an asset management program for all physical assets. Where accounting systems generally track only historical costs, eSSETS is for proactive asset management solutions. The CMMS system provides activity tracking for the full lifecycle, from acquisition to final disposition. Activities include such things as service requests, condition-notes, inspections, reminders, vendor invoices, maintenance programs, repairs, overhauls, valuation adjustments, and pictures.

eSSETS helps bridge the gap between accounting for assets and asset management systems, by putting vital information in the hands of front-line operations people including; installation manuals, user manuals, diagrams and drawings, maintenance recommendations, and maintenance and repair history.

http://www.essets.com/

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eSSETs Webinar: Bridging the Communication Gap Between Facilities and Asset Managers and Senior Management (Thursday, April 11th, 2013)

  1. 1. eSSETSWebinar: Bridging the Communication GapThursday, April 11th @ 1 pm CDTPaul RobertsCEO of eSSETSpaul@essets.comWeb: www.essets.comLinkedIn: www.linkedin.com/company/essetsTwitter: www.twitter.com/eSSETSFacebook: www.facebook.com/eSSETSContributor: Bruce Gabriellewww.speakingppt.com
  2. 2. Today’s Take Aways• Accounting and FM• Great Game of Business• 5 Tips for Presenting to Executives--------------------------------------------------------Bruce Gabrielle• Training | PowerPoint workshops for business managers, consultants andexecutives | www.speakingppt.com• Author | Speaking PowerPoint: the New Language of Business
  3. 3. Are you really going to talk Accounting?
  4. 4. Birdman Story“I just love accounting. Accounting is thelanguage of business.”
  5. 5. Great Game of Business
  6. 6. About Accounting• Rules, Principles• Language• Keep Score
  7. 7. Accounting Principles (for FM’s)• Cost• Matching• Objectivity• Consistency• Full-disclosure• Conservatism• Materiality
  8. 8. Costs• Acquisition (Capital) Costs (CAPEX)• Operating Expenses (OPEX)o Maintenance & Repairs (M&R)o Energy• DepreciationeSSETS screen shot
  9. 9. The Matching Game• Income Statement (P&L), Cover a Period• Methods for matching revenues to costso More Art than Scienceo See Consistency Principle• Depreciation is theoretical
  10. 10. Objectivity Principle• Objective evidence• Avoid whims, fancies, opinions(when possible)• Can be applied to FM data
  11. 11. Consistency Principle• Comparison of Performanceo Rules, Guidelines consistently applied• Can be applied to FM Measures!
  12. 12. Full Disclosure Principle• Financial Reporting should provide clarity• Clarity vs. Details• Can be applied to FM roleAll the relevant facts that matter!
  13. 13. Conservatism Principle• Not too hot, not too cold, just right• Conflict of Views:o Financial/Accounting typeso Marketing, Business Development typeso Where is the CEO?
  14. 14. Materiality Principle• Be Practical• Materiality is Relative• Is the overhaul big enough to be material?
  15. 15. FM Accounting Summary• Know the principles• Apply some to your own scorekeeping• Don’t confuse expenditure with expense• Get your staff involved in the scoring gameIt’s human nature to want to keep score!
  16. 16. 
  17. 17.  
  18. 18. 
  19. 19. 
  20. 20. 
  21. 21. 
  22. 22. 
  23. 23. 
  24. 24. 
  25. 25. 
  26. 26. 
  27. 27.  
  28. 28. 
  29. 29. 
  30. 30.  
  31. 31. 
  32. 32. 
  33. 33. 
  34. 34. 
  35. 35. 
  36. 36. 
  37. 37. 
  38. 38. 
  39. 39. 
  40. 40. 
  41. 41.  
  42. 42.  
  43. 43. 
  44. 44. 
  45. 45.  
  46. 46. 
  47. 47. 
  48. 48. 
  49. 49.  
  50. 50. 
  51. 51.  
  52. 52.  
  53. 53.  
  54. 54.  
  55. 55. 
  56. 56.  
  57. 57. 
  58. 58. 
  59. 59. 
  60. 60. 
  61. 61. 
  62. 62. 
  63. 63. 
  64. 64. 
  65. 65. 
  66. 66. tips forpresenting to
  67. 67. tips forpresenting to 
  68. 68. 
  69. 69. Summary• Accounting is the language of business• Apply the Great Game to FM – Keep Score!• Presentations MatterGather relevant data, keep performance score,get head in the vision, sell your plan for a betterworld at your company!
  70. 70. Q & A• Questions for Paul?
  71. 71. eSSETSQuestions & AnswersPaul Roberts:paul@essets.comWeb: www.essets.comLinkedIn: www.linkedin.com/company/essetsTwitter: www.twitter.com/eSSETSFacebook: www.facebook.com/eSSETSNext StepsContact Paul to arrange for demonstration of eSSETS cloud-based facilitiesmanagement software.Get Bruce Gabrielle’s bookSpeaking PowerPoint: The new language of businesswww.speakingppt.com/about-the-book

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