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Wednesday, March 28, 2018 Live

Financial Statement Analysis: Basis for Management Advice (E1803063)

8:30 AM - 4:30 PM EST

Registration: 8:00 AM EST

NJCPA Education Center

425 Eagle Rock Avenue,
Roseland , NJ 07068

8 CPE Credits in MT

OVERVIEW

More and more, businesses turn to you for advice on financial performance. Are you ready? This course presents the financial statements as a set of dynamic instruments that can be used for accurate, relevant, and timely financial decisions. Focus on the economic and financial conditions that caused the statements to change and discover how businesses can manage liquidity, debt, and profitability. Plus, explore effect ratios, causal ratios, pro forma analysis, sustainable growth, and much more.

DESIGNED FOR

Accounting professionals responsible for financial statement analysis.

BENEFITS

  • Identify how an analyst places a value on a company
  • Recognize the causes of and determine solutions to common financial problems such as reduced liquidity, increased leverage, and low profitability
  • Recall key points related to bankruptcy prediction models
  • Indicate ways to correct liquidity problems

HIGHLIGHTS

  • Valuation techniques
  • Effect ratios
  • DuPont system for analyzing profitability
  • Causal analysis
  • Conducting a financial statement analysis
  • Users of financial statements
  • Forecasting sustainable growth
  • Bankruptcy prediction models

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • *AICPA members deduct an additional $30 from applicable price.

NJCPA Goes Green - Registrants Save $20
New for 2018, course materials will be distributed electronically and we're passing the savings along to you. All 8-hour seminar pricing has been reduced by $20. To access, visit your My Events page. Download to your laptop or tablet prior to your seminar. Handouts are added as received.

INSTRUCTOR

Lawrence Isaac

Lawrence S. Isaac, CPA, CGMA, CITP CBM, M.B.A.

Accountant, Consultant, and Educator

AICPA/Professional Development Institute

Lawrence S. Isaac, CPA, CGMA, CITP, CBM, MBA Brooklyn, NY Larry has a successful background in financial reporting, consulting, cash management, forecasting, budgeting, customer contract, revenue analysis, internal audit and external audit. He is also an accounting instructor with expertise in teaching, course development/review in the areas of: financial statement analysis, financial and management accounting, budgeting, forecasting, and auditing. Larry received his Master of Business Administration, with his concentration in Management from Bentley University, Waltham, MA and his Bachelor of Science, with concentration in Accounting from Boston University School of Management. Larry has the following special skills: Access, Adobe, ADP, AmiPro, BAT21, Blackboard, CARI, Ceridian, CODA, Epson Smart-Link, Excel, FRX Report Writer, Imprest, KRONOS, Lawson, Lotus, Lotus Notes, MAS 500, Oracle, Outlook, Paychex, Peachtree, PowerPoint, ProSystem FX, Q-Calc, QuickBooks, ROSS, Solomon, Turbo Tax, Word, WordPerfect and he has the following affiliations: Advisor, Council of Accounting Advisors; Advisor, Guide point, Global Advisors; Member, Blue Chip Expert Society of Industry Leaders; Member, Cambridge Who’s Who; Member, KPMG Institute Network; Member, BOARDPROSPECTS; Instructor and Course Reviewer, American Institute of Certified Public Accountants; Course Reviewer, Ultimate CPE; Webinar Developer and Instructor, FOXMOOR Continuing Education; Webinar Developer and Instructor, MIS Training Institute; Member, New York Society of Certified Public Accountants; Member, Massachusetts Society of Certified Public Accountants; Member, Institute of Internal Auditors; Member, Association of Professionals in Business Management; Diplomate, American Board of Forensic Accounting.

PRICING

$399.00 - Nonmember

$299.00 - Member

AICPA members receive a discount of $30 for this event.

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

American Institute of CPAs