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Webinar

Seeing Beyond the Numbers: Analysis for CFOs and Controllers

Thursday, July 24, 2025
8:30 a.m.-12:30 p.m. Central
4 CPE (4 technical)

Course code: 25WX-1822
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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

  • Purpose of Financial Statement Analysis
  • Comparing Actuals vs. Expectations & Benchmarking
  • Case Studies 1 & 2
  • Ratio Analysis
  • Case Study 3
  • Analysis of Statement of Cash Flows
  • Case Studies 4 & 5
  • Other Uses of Ratios

Learning objectives

  • Indicate how different stakeholders utilize financial statements
  • Recognize how flexible budgeting may be used by CFOs and Controllers
  • Recall how time series analysis and common size financial statements are used in trend analysis
  • 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
checkmark Standard Nonmember Fee $149.00
Our records indicate you are a nonmember. If you register, you will be charged $149.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Register Me     Register Multiple

Firm administrators: Please log in before starting the employee registration process.

More program information

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 CPA Crossings, LLC
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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