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Corporate Finance Competency: Three Basic Tool Categories 2024

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Online, OK 00000

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4.00 Credits

Member Price $159

Non-Member Price $209

Overview

Financial skills needed in many situations are constantly changing. It is prudent to routinely look into your toolbox to restock or revise your toolset. This course will examine three tool categories that form the foundation for many analytical processes. The first category is Financial Statement Analysis. This tool does not have to be complicated. We will present an effective and efficient financial statement analysis approach. The second category is Integrated Strategic and Financial Planning. Businesses need to know where they are going and integrate strategic direction into financial and individual plans. Learn to build an effective integrated planning model. The third category is Action-oriented Business Metrics. Financial professionals generate a vast quantity of metrics. Examine how to turn these financial measures into operating results. Companion course: Corporate Finance Competency: Analytical Toolbox

Highlights

  • Financial statement analysis
  • Integrated strategic and financial planning
  • Action-oriented business metrics
  • Activity-based management
  • Five cases

Prerequisites

None

Designed For

CFOs, controllers and other financial managers.

Objectives

  • Determine a quick, comprehensive approach to financial statement analysis
  • Identify how to build an effective integrated planning model
  • Recognize how to turn financial measures into operating results

Preparation

None

Leader(s):

Leader Bios

William O'Brien, ACPEN Business Professionals Network

William F. O’Brien, MBA, CPA, is a financial management consultant and educator with over 40 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, fraud assessment, financial analysis, cash management, managerial accounting, financial reporting in both domestic and international settings. He is on the faculties of Santa Clara University and San Jose State University.

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Non-Member Price $209

Member Price $159