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Monday, August 20, 2018 Live

Financial Statement Analysis: Basis for Management Advice (s1808021 - FSABM)

8:30 AM - 4:30 PM EDT

Registration: 8:00 AM EDT

Harrah's Atlantic City

777 Harrah's Blvd
Atlantic City , NJ 08401

8 CPE Credits in MT

OVERVIEW

More and more, businesses turn to you for advice on financial performance. Are you ready? This course presents the financial statements as a set of dynamic instruments that can be used for accurate, relevant, and timely financial decisions. Focus on the economic and financial conditions that caused the statements to change and discover how businesses can manage liquidity, debt, and profitability. Plus, explore effect ratios, causal ratios, pro forma analysis, sustainable growth, and much more.

DESIGNED FOR

Accounting professionals responsible for financial statement analysis.

BENEFITS

  • Identify how an analyst places a value on a company
  • Recognize the causes of and determine solutions to common financial problems such as reduced liquidity, increased leverage, and low profitability
  • Recall key points related to bankruptcy prediction models
  • Indicate ways to correct liquidity problems

HIGHLIGHTS

  • Valuation techniques
  • Effect ratios
  • DuPont system for analyzing profitability
  • Causal analysis
  • Conducting a financial statement analysis
  • Users of financial statements
  • Forecasting sustainable growth
  • Bankruptcy prediction models

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • *AICPA members deduct an additional $30 from applicable price.

NJCPA Goes Green - Registrants Save $20
New for 2018, course materials will be distributed electronically and we're passing the savings along to you. All 8-hour seminar pricing has been reduced by $20. To access, visit your My Events page. Download to your laptop or tablet prior to your seminar. Handouts are added as received.

INSTRUCTOR

James Lindell

James T. Lindell, CPA, M.B.A., CSP, CGMA

Thorsten Consulting Group, Inc.

Jim Lindell is President of Thorsten Consulting, a strategic and financial consulting firm that offers professional speaking, training, and executive coaching. Over the past two decades, Jim has delivered over 5,000 hours of C-suite executive coaching. His professional experience includes Chief Financial Officer, VP-Finance, Corporate Controller, and Corporate Assistant Controller. Industries include manufacturing, healthcare, not-for-profit, distribution, and food processing.

Jim is a CPA and has received the Certified Speaking Professional designation, the highest earned designation from the National Speakers Association. Jim is a Vistage Chairman (Executive Coach and Facilitator) and responsible for two groups in the Milwaukee area.

Jim has authored Controller as Business Manager, Controllers Annual Update (Best Seller,) Analytics and Big Data for Accountants, and many other courses on strategic and financial leadership. Jim has been published by the AICPA and Wiley.

Jim is a twelve-time recipient of the AICPA’s Outstanding Discussion Leader Award.