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:

Financial Statement Analysis – The Core Tool

  • Conducting the analysis
  • Fundamental approaches
  • Horizontal analysis
  • Vertical analysis

The CFO and Integrated Planning

  • The integrated planning process
  • The planning pyramid
  • Situation analysis

Operating Metrics for Success

  • Things that can be counted
  • Business performance management
  • Value chain analysis
  • The balanced scorecard

Forecasting as a Valuation Tool

  • The critical component
  • 5 steps to success
  • The valuation process
  • The capital asset pricing model
  • A bottom line approach

Banker Selection

  • Cash management
  • Banker relationship

10 Steps for Keeping Your 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