Expand Your Analytical Toolbox: More Tools for Success
Online
4.00 Credits
Member Price $149.00
Non-Member Price $179.00
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.
Objectives
- Using forecasting as a valuation tool
- Enhancing your banking relationships
- Keeping your tool box 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
Designed For
CPAs and senior financial executives
Prerequisites
None
Preparation
None
Notice
Your webinar can be accessed via https://ctcpas.acpen.com/. If you do not have an ACPEN account, please sign up for an account using the email address you have on file with CTCPA.
Leader(s):
Leader Bios
William O'Brien, MBA, CPA, ACPEN BPN 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 Corporation and ROLM Corporation and served as CFO for several emerging high technology companies. Mr. O’Brien has extensive experience in corporate planning, financial analysis, cash management and managerial accounting in both domestic and international settings. He has served on the faculties of Santa Clara University and San Jose State University and is a frequent financial seminar speaker in both the U.S. and abroad.
Non-Member Price $179.00
Member Price $149.00