Controller Series: Insightful Financial Analysis
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.
Delivery Method: Individual webcast
CPE Credit: Accounting, Auditing
Program Level: Intermediate
This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by AICPA.
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
Prerequisites
Experience in financial management of a company.
Designed For
Aspiring leaders and leaders of teams and organizations
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
Leader(s):
Leader Bios
Jennifer Elder
Jennifer Elder, CSP, CPA, CGMA, CSCA is an executive coach who helps smart professionals transform from technically talented to strategically savvy. If you want to be more productive, have more of an impact, and maintain your organization's ethical standards, Jennifer can deliver interactive and engaging training sessions.
In 2022, Jennifer received the Women Who Count award in education by the Accounting and Financial Women's Alliance (AFWA). In 2018, Jennifer earned the designation of Certified Speaking Professional (CSP). Making her one of only 15 people worldwide who hold both the CPA and CSP designations. CPA Practice Advisor named Jennifer one of the Top 25 Women in Accounting in 2018.
She currently volunteers on the boards of several organizations including the New Hampshire Board of Accountancy, the Northeast Regional Council of the IMA, and Jennifer chairs the CSP Committee of the National Speakers Association.
Non-Member Price $89.00
Member Price $75.00