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Friday, June 14, 2024 Live Webcast

Analyzing Financial Statements (E2406213)

8:45 AM - 4:30 PM EDT

Registration: 8:40 AM EDT


Vendor Platform

8 CPE Credits in AA
New Date Now 6/14/24


Many professionals, including corporate management, loan officers, investors, suppliers, customers, and auditors, use financial statement analysis to perform their daily responsibilities.


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.


This program focuses on financial statements and the analysis of financial statements utilizing cases to assess profitability, liquidity, and resource management efficiency.


  • Financial statement users and their information needs
  • Identify characteristics, alternatives, and risks associated with specific financial statement elements.
  • 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 periods
  • The importance of using a company’s MD&A for effective financial statement analysis








Mark Mishler

Mark D. Mishler, CPA, CMA

Vital Signs, Inc.

Mark D. Mishler, MBA, CPA, CMA Mark D. Mishler, licensed as a CPA in Ohio, has ten years of experience as a Discussion Leader for Kaplan Financial Education, powered by Loscalzo Institute. His professional career includes Chief Financial Officer, Treasurer, Controller, and Chief Information Officer roles with publicly traded and private equity companies. His experience includes auditing, SEC reporting, SOX compliance, IT, HR, strategic planning, risk management, and hedging for Breeze-Eastern, General Electric Healthcare, Amcast Industrial, Witco, Siemens Medical, and WR Grace. Mark currently provides fractional CFO services to small companies and project finance to large companies. Mark has secured multiple debt and equity financings, including an IPO. He led global information technology ERP implementations and developed activity-based costing. Mark led accounting for 40 plants in 30 countries and led due diligence, negotiation, structuring, valuation, synergy realization, and integration for over 25 acquisitions. Mark is an Adjunct Professor of Management, Finance, and Accounting. He taught CMA review, graded the CMA exam, and wrote CPA exam questions. He is published in the Journal of Accountancy. Mark earned two Bachelor of Science degrees in Chemistry and Biology from Indiana University and his Masters of Business Administration from the University of Michigan.


$299.00 - Member

$449.00 - Nonmember

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