Balance Sheet Management: The Least Understood Risk?

Overview

Most organizations manage their income statement, but many virtually ignore the balance sheet until balance sheet problems create seemingly insurmountable emergencies. This session discusses how to analyze and manage your financial statements more holistically, allowing you to identify and correct balance sheet issues early. How do you choose whether to raise debt or equity? What are the key considerations and the advantages of each? What is the cost of capital? What are the `hidden’ balance sheet risks? We will also examine several crucial ideas you can incorporate into your analyses to enhance performance and reduce risk. If you want to enhance your corporate finance skills, this session is for you.

Highlights

Understanding and analyzing your balance sheet today and in the future.

Deliberately plan the structure of your balance sheet!

Intentionally managing your balance sheet to reduce risk.

Understand your cost of capital

Interpret your cost of capital.

Properly balance debt and equity versus other funding sources.

Know the balance sheet pitfalls and risks to avoid.

Understand the analysis and decision-making process through real-world examples and five interactive case discussions.

Designed For

CEOs, CFOs, Controllers, business owners, Board members, corporate financial managers, and professionals who advise them.

Prerequisites

Participants should have at least six months of industry or public experience and a thorough knowledge of financial accounting principles and practices. Management experience will be helpful.

Preparation

None

Notice

By registering for this program and, accordingly, receiving the eMaterials, you’re acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy. https://www.ctcpas.org/events/cpe-policies

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Don Minges, The Knowledge Institute

Leader Bios

Don Minges, The Knowledge Institute

Don is a fractional CFO who has worked in diverse industries at various development stages. He has experience in profitability enhancement, strategic planning, venture capital, mergers & acquisitions, consulting, turnarounds, economic forecasting, cost accounting and financial analysis. Don has been able to raise equity for several growing firms and has invested equity capital into promising businesses. He has served on the Board of Directors for many firms. He graduated with highest honors from the Fuqua School of Business at Duke.

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