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Expand Your Analytical Toolbox More Tools for Success

Tuesday, May 6
 9:00am - 12:39pm

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4.00 Credits

Member Price $129.00

Non-Member Price $159.00

Overview

Valuation techniques and cash management activities are two other tool categories that can round out your analytical toolbox. In this course we will initially discuss how to turn your financial plan into a powerful valuation engine.  We then will discuss the formation of an efficient cash management program based on solid banker relationships.  Finally, we will review Ten Steps for keeping your financial toolbox full.

Objectives

  • Using forecasting as a valuation tool
  • Enhancing your banking relationships 
  • Keeping your tool box full

Highlights

  • 5 step valuation process
  • 2 specific valuation approaches
  • The Gordon Model
  • 10 thoughts on banker selection
  • Rating your bank
  • 10 hints for keeping your toolbox full

Designed For

CPAs and senior financial executives

Prerequisites

None

Preparation

None

Notice

Your webinar can be accessed via https://ctcpas.acpen.com/Account/loginhttps://ctcpas.acpen.com/. If you do not have an ACPEN account, please sign up for an account using the email address you have on file with CTCPA.

Leader(s):

  • William O'Brien, California Society of CPAs CalCPA Educational Foundation

Non-Member Price $159.00

Member Price $129.00