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February 10, 2020
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Thorough understanding of corporate financial statements. Basic foreknowledge of common financial analytical ratios

Course Description

Identifying various users of financial information and what their needs are is an essential step of financial statement analysis. Instructor Jennifer Elder discusses nine different approaches to financial statement analysis, from break-even to Altman z-scores. You'll learn to see trends in the numbers by using 'sparklines,' and how to present your analysis so that people will not only listen but will act on the information you present.


Jennifer Elder, CPA, CFF, CIA, CMA

Jennifer H. Elder, CPA, CMA, CIA, CFF, is the president and founder of The Sustainable CFO. She has a background in accounting and finance that spans more than 25 years. She has a Master of Science in Organizational Management and Leadership. Jennifer is also a faculty member at Antioch University New England in the Green MBA program.

Jennifer has worked with organizations around the country ranging in size from 2 to 60 employees, from start-ups with $0 in revenue to mature organizations with $172 million in revenue, in a variety of industries, including real estate, construction and development, manufacturing and distribution, software and hardware development, angel investing, professional services, and nonprofits.

She has a passion for helping businesses succeed. She loves tackling challenges and finding unique solutions to difficult problems. Defining issues, breaking them down into understandable parts, and developing simple and effective solutions is something she sees as fun. Jennifer also believes strongly in the benefits of sustainability—where being environmentally and socially responsible overlap with business success. The tangible benefits of implementing sustainable strategies can be seen in reduced energy costs, reduced operating costs, improved stakeholder relations, new market opportunities, and employee retention.

Jennifer is a frequent contributing author and speaker for such organizations as Western CPE, TriplePundit LLC, Maryland Association of CPAs, National Association of Home Builders, and the Society for Human Resource Management.

Course Specifics

Apr 20, 2017
Thorough understanding of corporate financial statements. Basic foreknowledge of common financial analytical ratios

Compliance Information

Qualifies for CA Fraud: No

Learning Objectives

Upon completing this course, participants should be able to:

  • Define seven different types of users of financial information.
  • Identify nine types of financial statement analysis techniques.
  • Recognize the use of 'sparklines' in Excel.
  • Cite different ways of presenting financial information in a compelling manner and how to tell the story behind the numbers.

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