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Saturday, March 21, 2026 Live Webcast

Achieve Competency in Three Basic Tool Categories - Master the Fundamentals (X4-6499781)

11:00 AM - 2:33 PM EDT
webcast

Vendor Platform

4 CPE Credits in MT

OVERVIEW

Financial skills needed in many situations are constantly changing.  It is prudent to routinely look into your toolbox to restock or revise your tool set.  In this course we will examine three tool categories that form the foundation for many analytical processes.

DESIGNED FOR

CPAs and senior financial executives

BENEFITS

  • Use financial statement  analysis (FSA) efficiently
  • Build an integrated planning model
  • Design action-oriented business metrics

HIGHLIGHTS

  • Tools for FSA
  • The 3 P's. The QST trifecta
  • The integrated planning model
  • Performance based management
  • The value chain
  • The balanced scorecard

 

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

William O'Brien

William F. O'Brien, CPA, M.B.A.

Executive Education, Inc.

William F. O'Brien, MBA, CPA William F. O'Brien is a financial management consultant and educator with over 30 years of experience. He has held senior financial management positions with Intel and ROLM and served as CFO for several emerging high technology companies. Bill has extensive experience in corporate planning, control, financial analysis, cash management and managerial accounting in both domestic and international settings. He is on the faculties of Santa Clara University and San Jose State University.

PRICING

$129.00 - Member

$159.00 - Nonmember

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Note: Online pre-registration will close on March 21 at 10:30 AM.

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COURSE DEVELOPER

ACPEN