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Thursday, April 30, 2026 Live Webcast

Seeing Beyond the Numbers: Analysis for CFOs & Controllers (X2-56959)

9:00 AM - 1:00 PM EDT
webcast

Vendor Platform

4 CPE Credits in SK

OVERVIEW

Financial statements are a window into what is going on in the day-to-day operations of the company. They help us see what the company's strengths and weaknesses are.

DESIGNED FOR

Controllers or accountants who are involved in the financial reporting functions of their companies and looking to improve their review skills.

BENEFITS

After attending this presentation, you will be able to...

  • Indicate how different stakeholders utilize financial statements
  • Recognize how flexible budgeting may be used by CFOs and Controllers
  • Recall how time series analysis and common size financial statements are used in trend analysis
  • Calculate liquidity, leverage, and profitability ratios
  • Identify the uses and limitations of ratio analysis

HIGHLIGHTS

The major topics that will be covered in this class include:

  • Purpose of Financial Statement Analysis
  • Comparing Actuals vs. Expectations & Benchmarking
  • Case Studies 1 & 2
  • Ratio Analysis
  • Case Study 3
  • Ana

COURSE LEVEL

Overview

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

David Peters

David R. Peters, CPE, CFP, CLU, CPCU, MST, M.B.A.
(4.6)

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