Corporate Finance Competency: Three Basic Tool Categories 2024

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  • Date/Time
    • Feb 21, 2025
    • Sign In: 8:30am (MT)
    • Program: 9:00am - 12:30pm (MT)
    • Add to Calendar
  • Location
    • Your Computer
      Your Space
      ISCPA / CalCPE Webinar, ID 00000
  • Credits
    • 4.00
  • Credit Type(s)
    • Accounting (4.00)
  • Prerequisites
    • None

  • Vendor
    • California CPA Education Foundation
  • Level
    • Intermediate
  • Fields of Study
    • Accounting

Description

Financial skills needed in many situations are constantly changing. It is prudent to routinely look into your toolbox to restock or revise your toolset. This course will examine three tool categories that form the foundation for many analytical processes. The first category is Financial Statement Analysis. This tool does not have to be complicated. We will present an effective and efficient financial statement analysis approach. The second category is Integrated Strategic and Financial Planning. Businesses need to know where they are going and integrate strategic direction into financial and individual plans. Learn to build an effective integrated planning model. The third category is Action-oriented Business Metrics. Financial professionals generate a vast quantity of metrics. Examine how to turn these financial measures into operating results. Companion course: Corporate Finance Competency: Analytical Toolbox

  • Presenters - William F. O'Brien
  • Designed For

    Designed For: CFOs, controllers and other financial managers.
  • Role Level - Manager/Senior Manager; Director; Executive/VP; C-Suite; Sole Practitioner; Board
  • Objectives

    • Determine a quick, comprehensive approach to financial statement analysis
    • Identify how to build an effective integrated planning model
    • Recognize how to turn financial measures into operating results

    Highlights

    • Financial statement analysis
    • Integrated strategic and financial planning
    • Action-oriented business metrics
    • Activity-based management
    • Five cases

    Advanced Prep

    None

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    Leaders

    CALCPE Panel

    No Biography Available

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