Time & Location

Dates: September 15 - October 27, 2026, Live webinars on Tuesdays (recorded for later viewing)

Time: 11:30 AM – 1:00 PM MDT (please note time zone!)

Scholarship Deadline: September 10, 2026

Registration Deadline: September 15, 2026

Instructor: HMI Certified Educator Elizabeth Marks

Cost: $350, includes learning materials ($200 for FSA Borrowers)

Overview:

Topics

• Understanding the difference between financial planning, managing, and accounting and who is responsible for these activities on your management team

• Benefits of a holistic, value-based approach to finances

• Using your whole farm or ranch goal to improve your financial decision-making

• Prioritizing expenses to increase your farm/ranch investment strategies

• Planning for profit

• Improving profitability with enterprise analysis

• Analyzing net worth and tracking progress

• Writing plans to maximize profitability

• Increasing creativity in planning and marketing for more profit

Outcomes

• Develop a financial plan which will consist of a yearly budget

• Determine current net worth and projected net worth at year-end to analyze the effectiveness of financial investments

• Develop enterprise analysis for each enterprise (up to 3 enterprises) to move from a production focus to a profit focus

• Be able to analyze expenses and investment allocation strategies so you can better determine  the return on investment (up to 3 investments)

• Be able to analyze livestock production strategies and ramifications on financial planning (for those working with livestock)

Fee & Financial Assistance

• $350 per person ($200 for FSA Borrowers)

• Eligible for Scholarships

• If you are awarded a scholarship, you will receive a discount code. Click here for more information on how to use your code.

  
  

  Apply for a scholarship!

Technology /Language Requirements

• Computer (PC or Mac are fine)

• Reliable high-speed internet access

• Internet browser (Explorer, Chrome, Firefox, or Safari)

• Microsoft Word and Excel

• Telephone (cell or landline) OR Microphone

• E-mail address

• All classes are taught in English (unless otherwise specified)