Surgent's More Money at the End of the Month: Strategic Ways to Improve Cash Flow
2.00 Credits
Member Price $99.00
Non-Member Price $134.00
Overview
Cash flow management is often the most important task of any CFO or financial leader. Regardless of whether one works in start-ups or established companies, non-profit or for-profit entities, cash flow makes our organizations run. Have you ever wondered whether you are optimizing your company’s cash flow? In this course, we will explore how to improve your company’s cash flow using analysis and financial theories in the context of real-world situations.
Objectives
- State the relationship between sustainable growth, core earnings, and company cash flow
- Recognize how time assessments and customer segmentation can be used to identify cash flow negative clients
- Identify common behavioral biases which influence how a company spends money
Highlights
- How to optimize cash flow
- Qualitative evaluations: core earnings and sustainable growth
- Quantitative evaluations: liquidity ratios
- Increasing customer base vs. payment terms
- Business cycle and cash
- Behavioral finance biases
- Managing head count
- Other potential areas of excess cost
Designed For
Accounting and finance professionals in management roles who are looking to improve their company’s cash flow
Prerequisites
None
Preparation
None
Notice
You will receive an email from Surgent CPE with instructions to access this webinar.
Leader(s):
Leader Bios
David Peters, Peters Professional Education LLC
David R. Peters, CPA, CFP, CPCU, MST, MBA
David Peters is the Founder and Owner of David Peters Financial Group and Peters Tax Preparation & Consulting, PC. David has over sixteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry.
David was the first-ever Chief Financial Officer at Compare.com - a position he held for more than three years. Currently, David is a National Instructor for the AICPA, Surgent, and Kaplan. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. David holds four master’s degrees, and is currently pursuing his PhD in Financial Planning. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. David was also a co-author of the 2018 Virginia CPA Ethics course – a required course for all CPA’s licensed in the Commonwealth of Virginia.
Non-Member Price $134.00
Member Price $99.00