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Wednesday, May 7, 2025 Live Webcast

Controller Series: Insightful Financial Analysis (X3-4626604)

2:00 PM - 3:00 PM EDT
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
    (4.7)

    AICPA/Professional Development Institute

    Jennifer H. Elder, CSP, CPA, CGMA, CSCA, CMA, CIA, CFF  Westfield, Vermont  Jennifer Elder, CSP, CPA is an executive coach who helps smart professionals transform from technically talented to strategically savvy.  If you want to be more productive, have more of an impact, and maintain your organization’s ethical standards, Jennifer can deliver interactive and engaging training sessions. As a keynote speaker, Jennifer has presented to over 15,000 people in all 50 states and 12 countries.  Her clients include KPMG, RSM, Home Depot, Campari, Experian, HP and Oracle. 

    Jennifer started her career in public accounting at a regional firm. She chaired the accounting department at a New Hampshire college and spent 15 years as a CFO in various industries including homebuilding, technology, and insurance. 

    Jennifer received her BA from the University of Massachusetts and an MS in Organizational Management from Antioch University New England.  Jennifer is the co-author of “Faster Disaster Recovery” published in 2019 by John Wiley and Sons. She has also been published by the Journal of Accountancy, FM Magazine, the National Association of Home Builders, Triple Pundit, and the Journal of Corporate Accounting and Finance. 

    In 2022, Jennifer received the Women Who Count award in education by the Accounting and Financial Women’s Alliance (AFWA). In 2018, Jennifer earned the designation of Certified Speaking Professional (CSP).  Making her one of only 15 people worldwide who hold both the CPA and CSP designations.  CPA Practice Advisor named Jennifer one of the Top 25 Women in Accounting in 2018.  

    She served on the board of the New Hampshire Board of Accountancy and the Northeast Regional Council of the IMA, and Jennifer currently chairs the CSP Committee of the National Speakers Association. 

    PRICING

    $75.00 - Member

    $89.00 - Nonmember

    Register Today


    Note: Online pre-registration will close on May 7 at 1:30 PM.

    ADDITIONAL OPTIONS

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    COURSE DEVELOPER

    AICPA/NJCPA