Educational Efforts With FAST Tools



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Educational Efforts With FAST Tools By Paul N. Ellinger 1 farmdoc companion project initiated in 1999 FAST Tools Development of spreadsheet-based tools to aid decisions for producers, lenders, consultants and investors Facilitate use, access, distribution of tools and resources through CD and internet distribution Quarterly subscription farmdoc download via workshops Approximately, 23,000 CDs produced and another 25,000 downloads Increased demand for education and training 2 1

FAST Tools - Overview Computerized Decision Aids Financial Analysis Investment Analysis Loan Analysis Farm Management Grain Marketing & Management Risk Management Yield and Land Database Utilities farmdoc materials AgMas Crop Insurance Proceedings: Farm Management Financial Management Grain Marketing Policy Law and Taxation 3 Financial Analysis Assist in preparing and interpreting financial information and measuring financial health Appraisal of current financial position Balance sheet Ratio calculator Cash flow planning Cash to accrual income approximation Estimates of deferred taxes Repayment capacity analysis Net worth allocation 4 2

Investment Analysis Assist in measuring the economic returns and performance of alternative types of investments. Capital budgeting Grain bin analysis Land purchase analysis Lease versus purchase Machinery financing MACRS calculator Savings calculator Time value of money calculator 5 Loan amortization Loan comparison Revolving loan calculator Loan Analysis Assist in calculating loan payments and schedules; comparing alternative loans; and measuring the sensitivity of payments to changes in loan parameters 6 3

Farm Management Assist in developing enterprise budgets and breakeven levels; estimating costs of machinery operations; and comparing crop insurance and farmland leasing alternatives Break even analysis Crop budgeting tool Crop insurance calculator Enterprise allocation and analysis Farmland lease analysis Machinery lease analysis 7 Grain Marketing and Management Assist in tracking grain inventory and estimating the costs and returns of grain storage and delivery Crop storage analysis Grain delivery model Grain pricing model Grain inventory management 8 4

Risk Management Assist in evaluating the impact of farmland lease types as well as marketing and crop insurance strategies on revenue and income distributions. Crop insurance historical evaluator Farm rent evaluator Marketing and crop insurance risk model 9 Yield and Land Database Utilities Assist in analyzing county-level historical crop yields and land prices and assist with common computations related to soil productivity measures and yield predictions Illinois, Indiana, Iowa crop yield database Illinois farmland sales database Illinois soil productivity index utilities 10 5

farmdoc materials AgMas Crop Insurance Proceedings: Dept. workshops Farm Management Financial Management Grain Marketing Policy Law and Taxation 11 farmdoc resources: Farm Management Farm Economics: Facts and Opinions Costs of operating machinery Costs of production Crop budgets & Crop revenue less variable costs Hog budgets Farmland index numbers and Soil Productivity Ratings Leasing forms Share rent leasing characteristics by crop reporting district 12 6

farmdoc resources: Financial Management Farmers Guide to Agricultural Credit Producer preferences for lender attributes Getting ready to prepare a balance sheet Financial analysis primer Credit analysis reports Family living tables Financial characteristics of Illinois Farms:2002-03 Financial Characteristics: historical tables Machinery Investment per acre Time value of money concepts & investment primer 13 Current Resources and Activities 40 laptop computer lab New FAST educator / coordinator CD duplication 70+ meetings in past 12 months that have addressed / integrated FAST Theme & Focus Teach Decision Making Integrate and utilize FAST Not just computer training 14 7

Educational Efforts 3 Dimensions Host(s) Content/ Meeting Type Intended Audience 15 Content: Modules Crop insurance Financial management Grain inventory pricing and management Machinery management Land investment and lease analysis Enterprise analysis 16 8

Audiences Targeted and General Lenders FSA Farmers Farm bureau managers College and High School Students Educators (train the trainer programs) College and Jr College instructors Vo-Ag Teachers Extension Educators State record fieldstaff (Iowa, KY, Illinois and Alabama) 17 Hosts Getting the right people at the table Typical Extension Channels Farm Bureau Farm Credit System Commercial Banks Growmark State Record Keeping Associations 18 9

Meeting Examples 19 Train-the the-trainer 2 separate, 2-day workshops Each tool is taught from a teacher perspective Cases and teacher guides available for each tool Teacher guides quick cases In-depth cases 20 10

Meeting Examples Financial Management Crop Insurance Schnitkey-Show Them the Data Lender sponsored meetings/appreciation events Annie s Project Ruth Hambleton Integration into annual lender school 21 Meeting Examples Break-out sessions at annual farmdoc meeting Farm Bureau sponsored meetings Integration w/growmark Undergraduate Classroom FSA Lender training China Bankers 22 11

What is ahead? Developing a longer-term risk management tool Partner with other states to deliver and develop programs Develop livestock tools 23 Demo of Tools 24 12

FAST Tools -- Demo 25 26 13

Trend Analysis Trend Analysis Working Capital 209,000.00 140,000.00 2000 2001 2002 2003 71,000.00 2,000.00-67,000.00-136,000.00 2000 2001 2002 2003 Joe and Elise Farmer 2000 2001 2002 2003 High Performance Health Include in Liquidity Benchmark Index Trend Index Ratio Report R Current Ratio 0.832 0.584 0.646 0.751 1.500 1.0 3.0 TRUE C Working Capital to VFP (gross revenue) (0.05) (0.20) (0.14) (0.09) 0.50 1.2 4.0 TRUE W Working Capital (24,743) $ (76,824) $ (67,968) $ (39,415) $ $220,742 1.2 NA TRUE W 27 0.20 Earned Net Worth Trend Joe and Elise Farmer 138,000.00 Net Farm Income from Operations 0.10 113,000.00 88,000.00 0.00 63,000.00-0.10 38,000.00 13,000.00-0.20 2000 2001 2002 2003-12,000.00 2000 2001 2002 2003 0.40 Operating Profit Margin Ratio Term Debt and Capital Debt Margin 0.30 79,000.00 0.20 0.10 0.00-0.10 2000 2001 2002 2003 51,000.00 23,000.00-5,000.00-33,000.00-61,000.00 2000 2001 2002 2003 28 14

Loan and Savings Balances $250,000 216,490 $200,000 $150,000 $100,000 $50,000 $0 12000 - - - - - - - - - - - - Jan-05 Feb-05 Mar-05 Apr-05 May-05 Jun-05 Jul-05 Aug-05 Sep-05 Oct-05 Nov-05 Dec-05 Operating Loan Savings Balance Total Loans Max Operating Max Savings Monthly Cash Flow Sources and Uses 29 Cash Flow Sensitivity Sensitivity analysis 1Sensitivity analysis 2Sensitivity analysis 3 Sensitivity Report Yield Drop Yield and Price Drop Yield, Price and Cost Baseline Net farm income before taxes $ (2,461) $ (22,288) $ (26,774) $ 19,845 Net income before taxes $ 29,783 $ 9,955 $ 5,470 $ 52,089 Net cash income after depreciation $ (6,927) $ (26,580) $ (30,762) $ 10,900 Capital debt replacement capacity $ 9,075 $ (10,753) $ (15,238) $ 31,381 Capital debt replacement margin $ (15,120) $ (34,947) $ (39,433) $ 7,186 Term debt coverage ratio 0.643 0.174 0.068 1.170 Maximum operating loan balance $ 216,490 $ 220,099 $ 223,767 $ 216,490 Ending operating loan balance $ 91,066 $ 110,719 $ 114,901 $ 73,239 Net cash from operating activities $ 4,589 $ (15,064) $ (19,246) $ 22,416 Net cash from investing activities $ - $ - $ - $ - Net cash from financing activities $ (4,589) $ 15,064 $ 19,246 $ (22,416) Corn yield 147 147 147 163 Soybean yield 46 46 46 51 Wheat yield - - - - Other Crop 1 yield - - - - Other Crop 2 yield - - - - Other Crop 3 yield - - - - Corn price $2.30 $2.07 $2.07 $2.30 Soybean price $5.50 $4.95 $4.95 $5.50 30 15