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Tuesday, March 28, 2023 Live Webcast

Controller Series: Insightful Financial Analysis (X3-4091637)

2:00 PM - 3:00 PM EST
webcast

Vendor Platform

1 CPE Credits in AA

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.

DESIGNED FOR

Aspiring leaders and leaders of teams and organizations

BENEFITS

  • 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

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
  • COURSE LEVEL

    Intermediate

    PREREQUISITES

    Experience in financial management of a company.

    INSTRUCTOR

    Jennifer Elder

    Jennifer Elder, CPA, MS, CMA, CIA, CFF, CGMA

    AICPA/Professional Development Institute

    Jennifer Elder, CPA, CMA, CIA, CFF, CGMA, MS helps accountants advance their careers and organizations increase retention by developing powerful communication skills. Jennifer works with companies and their emerging leaders to increase employee engagement and client value by understanding personality styles, generational characteristics, and communicating clearly, concisely, and persuasively.

    As a consultant and keynote speaker Jennifer is known for being energetic and enthusiastic. She has conducted seminars for the Fortune 500, the US Government, State CPA Societies, and CPA firms in 45 states and 5 countries. She is both a business strategist and an accounting expert who can make the complicated simple, practical and useful. She is a published author, writer for the AICPA’s CPE Direct, named a “2015 Woman to Watch” by the AICPA and MACPA, and been awarded Outstanding Educator by the AICPA for the past five years.

    PRICING

    $65.00 - Member

    $76.00 - Nonmember

    Pre-Registration Closed

    Online pre-registration for this event is now closed.

    ADDITIONAL OPTIONS

    Print a registration form

    ALSO AVAILABLE

    COURSE DEVELOPER

    AICPA/NJCPA