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Date / Time / Location

Monday, September 23, 2019
8:30 AM - 4:30 PM
Registration: 8:00 AM

NJCPA Learning Center105 Eisenhower Parkway, Suite 300
Roseland, NJ 07068
973-226-4494

CPE Credits

  • 8.00 CPE Credits in AA

Pricing

  • $279.00 - Member
  • $379.00 - Non Member
Many professionals including corporate management, loan officers, investors, suppliers, customers and auditors use financial statement analysis to perform their daily responsibilities. This program focuses on financial statements and the analysis of financial statements utilizing cases to assess profitability, liquidity and resource management efficiency. We conclude with discussions of non-GAAP performance measurements, forecasting, and valuation.

Designed For

Industry CPAs, accountants and financial professionals who analyze financial results, evaluate operational performance, perform acquisition due diligence and develop business strategies. The program is also beneficial for auditors when performing risk assessments as a part of audit planning.

Benefits

  • Describe the different financial statement users and their informational needs
  • For each financial statement—balance sheet, income statement and the cash flow statement—identify characteristics, alternatives and risks associated with specific financial statement elements
  • Perform financial statement analysis using best practices and various cases
  • Compare financial statements of different companies in the same industry and the same company across different time periods
  • Explain the importance of using a company’s MD&A for effective financial statement analysis

Highlights

  • Financial reporting and financial statements
  • A closer look at financial statements
  • Financial Statement Analysis—Part 1
  • Financial Statement Analysis—Part 2
  • Use of Non-GAAP Performance Measures and KPIs
  • Forecasting
  • Valuation
  • Comprehensive Financial Statement Analysis Case Study

Course Level

Basic

Prerequisites

None

Advance Preparation

None

Additional Notes

Course materials are distributed electronically and we’ve passed the savings along to you - registrants save $20 on all 8-hour seminar pricing. To access the materials visit My Events. Download to your laptop or tablet prior to the seminar, handouts are added as received.
Help Feed Those in Need
  • The NJCPA Emerging Leaders Council is hosting a Food Drive to benefit the Community FoodBank of New Jersey. Please bring your nonperishable items and canned goods to this event. Peanut butter and tuna fish are always needed.
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John Fleming

John M. Fleming, CPA, M.B.A.
Kaplan Financial Education, Powered by Loscalzo

John M. Fleming, CPA/MBA, licensed as a CPA in Pennsylvania, has served as the Director of Content Development for Kaplan Financial Education, powered by SmartPros, and also as President and Director of Accounting and Auditing for Kaplan Financial Education, powered by Loscalzo Institute. John retired on October 1, 2017. In retirement, John continues to provide seminars as a discussion leader for Kaplan Financial Education, powered by Loscalzo Institute, on a part-time basis. John’s prior practice experience includes audit, tax, consulting, office management, and human resource responsibilities with Deloitte LLP, Richard Eisner & Company LLP, and Ernst & Young LLP. John is a graduate of LaSalle and Drexel Universities with degrees in accounting and finance. John served as the 1999/2000 President of the 8,300 member Greater Philadelphia Chapter of the Pennsylvania Institute of Certified Public Accountants (PICPA). In 2006, the PICPA recognized John as a Joseph E. Sterrett Fellow for his contributions to the accounting profession and in 2007, the Philadelphia Chapter recognized John with their Champion Award for his contributions to the PICPA, Chapter, profession and community. John has also served as the 2002/2003 President of the American Accounting Association’s Mid-Atlantic Region.

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Pre-Registration Closed

Online pre-registration for this event is now closed.