Controller Series: Insightful Financial Analysis
Online
1.00 Credits
Member Price $75.00
Non-Member Price $89.00
Overview
Anyone can “crunch numbers” but it takes special skills to make them meaningful to the user. Financial statements and ratios need to be interpreted correctly using a process that sets the context, identifies the right analysis tools, and makes recommendations in an understandable format. This course will help you present your insights in a way that is insightful and impactful to your client.
Objectives
- Determine how to set the context for a financial analysis with a corporate overview
- Distinguish the reasons why financial statement analysis can be difficult
- Identify the steps to complete a business strategy analysis
- Identify the six steps of a financial analysis
- Choose between various ratios for greatest insights
Highlights
Reasons why it’s so difficult to provide an “insightful” financial analysis
What is the definition of a financial analysis
The six steps of a financial analysis
Key takeaways
Designed For
Aspiring leaders and leaders of teams and organizations
Prerequisites
Experience in financial management of a company.
Notice
You will receive an email from the AICPA with instructions to access the webinar.
Leader(s):
Leader Bios
Jennifer Elder, Educational Speaker, The Sustainable CFO
Jennifer Elder, CPA, CMA, CIA, CFF, CGMA helps businesses survive in turbulent times with strategic solutions. For more than 20 years, she has been helping organizations future-proof their business by solidifying their strengths, developing eternal vigilance, and creating a future-focused mindset. As a consultant and keynote speaker Jennifer is known for being energetic and enthusiastic, She has conducted seminars for the Fortune 500, the US Government, State CPA Societies, and CPA firms in 44 states and 2 countries. She is a business generalist and an accounting expert who can make the complicated simple, awesomely simple. She is a published author, named a “2015 Woman to Watch” by the AICPA and MACPA, and been awarded Outstanding Educator bythe AICPA for the past three years. When not on the road teaching, she is either living on her boat on Chesapeake Bay or skiing the slopes of New Hampshire with her husband and two cats (no the cats don’t ski!)
Non-Member Price $89.00
Member Price $75.00