Events Search
  Summary & Check Out (0)
Thursday, January 23, 2025 Live Webcast

Seeing Beyond the Numbers: Analysis for CFOs & Controllers (X2-48256)

11:00 AM - 3:00 PM EST
webcast

Vendor Platform

4 CPE Credits in SK

OVERVIEW

Financial statements are a window into what is going on in the day-to-day operations of the company. They help us see what the company's strengths and weaknesses are.

DESIGNED FOR

Controllers or accountants who are involved in the financial reporting functions of their companies and looking to improve their review skills.

BENEFITS

After attending this presentation, you will be able to...

  • Indicate how different stakeholders utilize financial statements
  • Recognize how flexible budgeting may be used by CFOs and Controllers
  • Recall how time series analysis and common size financial statements are used in trend analysis
  • Calculate liquidity, leverage, and profitability ratios
  • Identify the uses and limitations of ratio analysis

HIGHLIGHTS

The major topics that will be covered in this class include:

  • Purpose of Financial Statement Analysis
  • Comparing Actuals vs. Expectations & Benchmarking
  • Case Studies 1 & 2
  • Ratio Analysis
  • Case Study 3
  • Ana

COURSE LEVEL

Overview

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

David Peters

David R. Peters, CPE, CFP, CLU, CPCU, MST, M.B.A.

David Peters is the founder and owner of Peters Tax Preparation & Consulting in Richmond, VA, as well as a financial advisor for Peters Financial, LLC. He has over 15 years of experience in financial services, including three years in the hedge fund industry and six years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com – a position he held for over three years. He is a national CPE instructor/discussion leader for the AICPA, Kaplan, and Surgent, and he was a recipient of Surgent’s Outstanding Discussion Leader award for 2019. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. He is the advisor for business and industry topics for the South Carolina Association of CPAs and was a recipient of The American College of Financial Services’ 2019 NextGen Financial Services Professional Award. He holds four master’s degrees and is currently pursuing his Ph.D. in financial planning. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. He was also a co-author of the 2018, 2019, and 2020 versions of the Virginia CPA Ethics course – a required course for all CPAs licensed in the Commonwealth of Virginia. Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Adviser. Carroll Financial and Cetera Advisor Networks, LLC are under separate ownership and are not affiliated with any other named entity.

PRICING

$139.00 - Member

$159.00 - Nonmember

Register Today


Note: Online pre-registration will close on January 23 at 10:30 AM.

ADDITIONAL OPTIONS

Remind me to register

Print a registration form

COURSE DEVELOPER

CPA Crossings