Expand Your Analytical Toolbox More Tools for Success
4.00 Credits
Member Price $129
Non-Member Price $159
Overview
Valuation techniques and cash management activities are two other tool categories that can round out your analytical toolbox. In this course we will initially discuss how to turn your financial plan into a powerful valuation engine. We then will discuss the formation of an efficient cash management program based on solid banker relationships. Finally, we will review Ten Steps for keeping your financial toolbox full.
Highlights
- 5 step valuation process
- 2 specific valuation approaches
- The Gordon Model
- 10 thoughts on banker selection
- Rating your bank
- 10 hints for keeping your toolbox full
Prerequisites
None
Designed For
CPAs and senior financial executives
Objectives
- Using forecasting as a valuation tool
- Enhancing your banking relationships
- Keeping your tool box full
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.
Non-Member Price $159
Member Price $129