Corporate Finance Check-up

Renovate Your Analytical Toolbox

Understanding how to use common corporate finance tools is a skill that separates those who will become Chief Financial Officers from those who will always remain accountants.

This seminar provides a refresher on corporate finance skills for those who work or aspire to work at a CFO level.

Find upcoming dates for this seminar

Thank you for providing quality CPE. . . that was relevant to my business needs.

— Augusta, GA

Topics Discussed

Internal & External Financial Statement Analysis

  • The 3 P’s of analysis
  • Using the trifecta
  • The 3 targets of analysis

The CFO and Integrated Planning

  • The 3 elements of planning
  • The finance role in strategic planning
  • Why it’s a financial plan not a budget

Operating Metrics for Success

  • Strategically driven metrics
  • Turning measurement into reality
  • Tracking performance results

Banker Selection and Retention

  • It’s the banker, not the bank
  • 10 tips for banker selection
  • Sustaining an effective banking relationship

Forecasting as a Valuation Tool

  • 5 steps in an effective valuation
  • Using the capital asset pricing model
  • Cash flow and earnings valuation models

10 Steps for Keeping the Toolbox Full

Cases and Group Discussion

This seminar will include six cases and exercises for group discussion.

Additional Information

Target Audience: CFOs, controllers and other experienced financial managers

Level of Knowledge: Overview

CPE Credit: 8 hours group live

Area of Study: Finance

Prerequisite: None

Advanced Preparation: Bring a calculator

Author: Bill O’Brien

Acronym: CFC

Scheduling: Schedule with Private Company Accounting or Fraud Alert! to provide a 2-day series