Financial Statement Analysis for Managers

Course Details

Date

Thursday, March 28, 2019

5:30am – 1:00pm
(Registration: 5:00am)

Field of Study

Finance

Course Number

4182350B

CPE Credit

8.0 hours CPE credit

Level of Knowledge

Beginning

Vendor

CalCPA Education Foundation

Prerequisites

None.

Description

Financial statements tell a story and a careful analysis of accounting ratios can reveal the plot. Understand the relationship of desegregation of key ratios that contribute to the effective management of a company.

Learn a compact, efficient approach to financial statement analysis and be introduced to a set of basic-to-intermediate analytic approaches and tools that provide insightful outputs to a wide spectrum of users with varied analytic objectives.

Learn how information in financial reports can be used to evaluate management performance; address the changing economic landscape and how accounting and finance professionals need to adapt to a new way of thinking; and learn about the instructor's 'Open Balance Sheet' which is a tool to navigate through these turbulent times.

Materials are provided as an ebook.

Highlights

  • Value of DuPont analysis
  • Pros/cons of ratio analysis
  • Cash flow analysis
  • Operating leverage vs. financial leverage
  • Effective financial performance measures
  • Open balance sheet

Objectives

  • Identify how to effectively manage with the help of higher-quality analysis.
  • Determine areas of improvement for better asset utilization in the changing landscape.
  • Identify better business plans using insight gained from informed financial analysis.
  • Determine how to curtail costs and restructure a stronger revenue-generating balance sheet.

Designed For

CPAs, financial managers and accountants.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$245.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$375.00
Your Price $375.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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