Analyzing Financial Statements 25-26
Webcast Only
8.00 Credits
Member Price $349.00
Non-Member Price $459.00
Overview
Many professionals, including corporate management, loan officers, investors, suppliers, customers and auditors, use financial statement analysis to perform their daily responsibilities. This program focuses on financial statements and the analysis of financial statements utilizing cases to assess profitability, liquidity, and resource management efficiency. We conclude with discussions of non-GAAP performance measurements, forecasting, and valuation.
Highlights
- Financial Reporting and Financial Statements
- Use of Non-GAAP performance measures and key performance indicators
- Forecasting
- Valuation
- Comprehensive Financial Statement Analysis with Case Study
Prerequisites
None.
Designed For
Industry CPAs, accountants, and financial professionals who analyze financial results evaluate operational performance, perform acquisition due diligence, and develop business strategies. The program is also beneficial for auditors when performing risk assessments as a part of audit planning.
Objectives
- Describe the different financial statement users and their information needs
- For each financial statement
- Balance Sheet, Income Statement and the Cash Flow Statement
- identify characteristics, alternatives, and risks associated with specific financial statement elements
- Perform financial statement analysis using best practices and various cases
- Compare financial statements of different companies in the same industry and the same company across different time periods
- Explain the importance of using a company
- s MD&A for effective financial statement analysis
Preparation
None
Leader(s):
Leader Bios
Howard Sibelman, CalCPA Education Foundation
Howard has extensive accounting, auditing and consulting experience with middle-market companies, and he has served clients in the manufacturing, distribution, entertainment, hospitality, and real estate industries. An integral part of Howard’s professional background is his role as an educator. He was the director of continuing education for a national accounting firm, was an instructor at the University of Southern California, was on the faculty of two of the nation’s largest certified public accounting review courses, and has facilitated numerous firm and CPA Society education programs. Howard was previously a business assurance partner at Moss Adams LLP, the 11th-largest accounting and consulting firm in the US. He was a member of the firm’s international services group and the IFRS core training group, and served as the quality control coordinator for the firm’s Los Angeles office. He was recently selected by the California Society of CPAs to be the vice-chairman (chairman elect) of the state’s accounting principles and auditing standards committee.
Non-Member Price $459.00
Member Price $349.00