Seeing Beyond the Numbers: Analysis for CFOs and Controllers
Tuesday, May 6, 2025
Noon-4 p.m. Central
4 CPE (4 technical)
Course code: 25WX-0540
View pricing
Financial statements are a window into what is going on in the day-to-day operations of the company. They help us see what the company's strengths and weaknesses are. However, financial statements can often have different messages depending on the user.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Major subjects
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Purpose of Financial Statement Analysis
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Comparing Actuals vs. Expectations & Benchmarking
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Case Studies 1 & 2
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Ratio Analysis
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Case Study 3
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Analysis of Statement of Cash Flows
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Case Studies 4 & 5
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Other Uses of Ratios
Learning objectives
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Indicate how different stakeholders utilize financial statements
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Recognize how flexible budgeting may be used by CFOs and Controllers
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Recall how time series analysis and common size financial statements are used in trend analysis
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Calculate liquidity, leverage, and profitability ratiosIdentify the uses and limitations of ratio analysis
Who should take this program?
- Controllers or accountants who are involved in the financial reporting functions of their companies and looking to improve their review skills
Pricing
Standard Member Fee |
$149.00
|
Standard Nonmember Fee |
$149.00
|
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nonmember.
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$149.00
(Standard Nonmember Fee).
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Instructor
David Peters, CPA, CGMA, CPCU, ChFC, CLU, CFP
Location
Online
Area
of study
Management
Field(s)
of study
Finance - Technical (4.0)
Level
Overview
Format
Group Internet Based
Sponsor
NASBA ID#: 108744
Prerequisites
Prereq.
None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business
days before the event start date.
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