Corporate Finance Checkup: Renovate Your Analytical Toolbox | 4182558A

Date :
September 24, 2018 8:30 AM - 4:00 PM
Location :
San Francisco Peninsula
Facility :
CalCPA Flex Center - Burlingame
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Level of Difficulty :
Overview
Member Price :
275.00
Nonmember Price :
375.00
CPE Credits :
CPE 8.00, AA 8.00
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Understanding how to use common corporate finance tools is a skill that will aid those eyeing to become CFOs. Learn how to identify ways to stay on top of essential skillsets and to better develop a strategy or to better track metrics.

This course will provide a refresher on corporate finance skills for those who work, or aspire to work, at a CFO level and cover financial statement analysis, integrated planning, operating metrics and forecasting, among other topics.

Materials are provided as an ebook.

Objectives:

  • Identify the trifecta of financial statement analysis.
  • Recognize how finance can drive corporate strategy.
  • Determine how to track performance results.
  • Recall forecasting and valuation techniques.
  • Determine how to select your banker.
  • Identify 10 steps for keeping your analytical toolbox full.

Major Subjects:

  • Internal and external financial statement analysis
  • CFO and integrated planning
  • Operating metrics for success
  • Forecasting as a valuation tool
  • Banker selection

Advanced Prep:

Bring a calculator.

Misc. Information:

The lunch period for this event will be 30 minutes and a box lunch is included in your registration fee. Class will adjourn at 4 p.m. unless otherwise specified.

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Level of Difficulty:
Overview
Field of Interest:
Finance
Prerequisites:

Some financial management experience.

Designed For:

CFOs, controllers and other experienced financial managers.

Instructors

William F O'Brien, CPA

Bill O'Brien, 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. O'Brien has extensive experience in corporate planning, control, financial analysis, cash management, and managerial accounting in both domestic and international settings. He is on the faculty of San Jose State University. He received the Foundation's Award for Instructor Excellence in 1994.

Materials:

  • Materials - Hardcopy Textbook
  • Materials - ebook