Achieve Competency in Three Basic Tool Categories - Master the Fundamentals
Overview
Financial skills needed in many situations are constantly changing. It is prudent to routinely look into your toolbox to restock or revise your tool set. In this course we will examine three tool categories that form the foundation for many analytical processes.
Delivery Method: Individual webcast
CPE Credit: Business management & organization
Program Level: Intermediate
Highlights
- Tools for FSA
- The 3 P's. The QST trifecta
- The integrated planning model
- Performance based management
- The value chain
- The balanced scorecard
Prerequisites
None
Designed For
CPAs and senior financial executives
Objectives
- Use financial statement analysis (FSA) efficiently
- Build an integrated planning model
- Design action-oriented business metrics
Preparation
None
Leader(s):
Leader Bios
William O'Brien, Financial Management Consultant, CalCPA Education Foundation
William O’Brien, CPA, MBA, is a financial management consultant and educator with over 40 years of experience. He has held senior financial management positions with Intel and ROLM and served as CFO for several emerging, high technology companies. Bill has extensive experience in corporate planning, fraud assessment, control, financial analysis, cash management, managerial accounting and financial reporting in both domestic and international settings. He served on the faculties of Santa Clara University and San Jose State University.
Non-Member Price $159.00
Member Price $129.00