Achieve Competency in Three Basic Tool Categories - Master the Fundamentals
Total Credits: 4 including 4 Business Management & Organization - Non-technical
- Average Rating:
- 6
- Categories:
- ACPEN Industry Institute | Practice Management | Professional Development
- Speaker:
- William F. O’Brien, MBA, CPA
- Course Levels:
- Intermediate
- Duration:
- 4 Hours
Description
Financial skills needed in many situations are constantly changing. It is prudent to routinely look into your toolbox to restock or revise your tool set. In this course we will examine three tool categories that form the foundation for many analytical processes.
Basic Course Information
Learning Objectives- Use financial statement analysis (FSA) efficiently
- Build an integrated planning model
- Design action-oriented business metrics
Major Subjects
- Tools for FSA
- The 3 P's. The QST trifecta
- The integrated planning model
- Performance based management
- The value chain
- The balanced scorecard
Course Materials
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase | ||
| Achieve Competency in Three Basic Tool Categories - Master the Fundamentals Handout (2.7 MB) | Available after Purchase | ||
Speaker
William F. O’Brien, MBA, CPA Related Seminars and Products
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.
Dates
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Sat, Dec 21, 2024 - 08:00am to 11:33am CST
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Mon, Dec 23, 2024 - 10:00am to 01:33pm CST
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Fri, Jan 10, 2025 - 12:00pm to 03:33pm CST
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Tue, Jan 21, 2025 - 02:00pm to 05:33pm CST
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Thu, Feb 06, 2025 - 08:00am to 11:33am CST
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Mon, Feb 17, 2025 - 10:00am to 01:33pm CST
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Tue, Mar 04, 2025 - 05:00pm to 08:33pm CST
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Sat, Mar 15, 2025 - 09:00am to 12:33pm CDT
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Wed, Mar 19, 2025 - 08:00am to 11:33am CDT
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Wed, Apr 09, 2025 - 10:00am to 01:33pm CDT
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Fri, Apr 25, 2025 - 12:00pm to 03:33pm CDT
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Tue, May 06, 2025 - 02:00pm to 05:33pm CDT
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Fri, May 23, 2025 - 08:00am to 11:33am CDT
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Thu, Jun 05, 2025 - 06:00pm to 09:33pm CDT
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Sat, Jun 14, 2025 - 12:00pm to 03:33pm CDT
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Fri, Jun 27, 2025 - 02:00pm to 05:33pm CDT
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Additional Info
Basic Course Information
Prerequisites NoneAdvanced Preparation None
Designed For CPAs and senior financial executives
Original Recording Date 01/22/2024
Course Developer William F. O'Brien, MBA, CPA, San Jose State University, San Jose, CA
Date Added to Catalog 01/04/2024
Yellow Book No
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Promo Video
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