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Tuesday, September 24, 2019 Live

CFO Series: Balance Sheet Management (E1909033)

8:30 AM - 4:30 PM EDT

Registration: 8:00 AM EDT

NJCPA Learning Center

105 Eisenhower Parkway, Suite 300
Roseland , NJ 07068

8 CPE Credits in AA

OVERVIEW

Most companies manage their income statement, but virtually ignore the balance sheet until balance sheet problems create seemingly insurmountable problems. This session discusses how to analyze and manage your financial statements more holistically, allowing you to identify and correct balance sheet issues early. We'll also discuss how to calculate the cost of capital, how to use it to make superior, everyday business decisions and how it could be misused. We'll explore the numerous financing alternatives and how to choose whether to raise debt or equity. Lastly, we'll take a look at our own personal finance and the steps to build our personal net worth. Even if you are meeting your goals, you’ll gain insight and ideas that add to and reinforce what you may already be doing.

DESIGNED FOR

This series is for people who are, or aspire to be, chief financial officers. The discussions will be most appropriate for people in medium‐sized organizations.

BENEFITS

The CFO Series provides extensive case study analysis and many opportunities for group discussion.

HIGHLIGHTS

  • Balance Sheet Management - Gain new ideas to incorporate in your analyses for enhanced performance and reduced risk.
  • The Cost of Capital: Why You Should Use it - Get a thorough understanding of the Cost of Capital and using it to get the biggest bang for your buck.
  • Debt Versus Equity: Which Will Your Organization Need Next? - Understand what to consider in financing alternatives and their advantages.
  • Build Your Personal Net Worth - Gain new insight to help you attain your personal financial goals.

COURSE LEVEL

Intermediate

PREREQUISITES

Management experience helpful.

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • **NOTE** Bring a calculator.

Course materials are distributed electronically and we’ve passed the savings along to you - registrants save $20 on all 8-hour seminar pricing. To access the materials visit My Events. Download to your laptop or tablet prior to the seminar, handouts are added as received.

Help Feed Those in Need
  • The NJCPA Emerging Leaders Council is hosting a Food Drive to benefit the Community FoodBank of New Jersey. Please bring your nonperishable items and canned goods to this event. Peanut butter and tuna fish are always needed.

INSTRUCTOR

Don Minges

Don Minges, M.B.A.

The Knowledge Institute, LLC

Don Minges, M.B.A., is the principal at The Knowledge Institute, LLC, www.theknowledgeinstitute.com, a leading CPE provider. Don also serves as a fractional CFO who works in diverse industries at various stages. His expertise is in profitability enhancement, strategic planning, venture capital, mergers & acquisitions, consulting, turnarounds, economic forecasting, cost accounting and financial analysis. Don has experience raising equity and has invested equity into promising businesses. He has served on the Board of Directors for several firms. Don graduated with highest honors from the Fuqua School of Business at Duke. Don’s mission is to increase the value of the business.

PRICING

$279.00 - Member

$379.00 - Nonmember

$0.00 - Pass Holder

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

Executive Education, Inc.