Self-Study
3
Basic
Finance
There are no prerequisites.

Course Description

Cash is the most powerful asset your business can have. This course reveals four simple rules to keep the cash flowing through your business. In addition to these principles, the course covers such concepts as using profit margins, minimizing inventory, increasing volume, collecting money faster, and stretching vendor payments. The author offers advice and provides examples of businesses that use cash flow well. This course is an easy-to-understand guide for those who want to understand cash flow, who are planning to start a business, or who are looking to improve cash flow in their established businesses.



Instructor

Leita Hart-Fanta, CPA, CGAP, CGFM

Leita Hart-Fanta, CPA, CGAP, CGFM, converts the complex topics of accounting, finance, auditing, and strategic planning into information that professionals can absorb and use. She’s the author of Accounting Demystified, 2nd Edition; The Four Principles of Happy Cash Flow; and STEP-by-STEP: Building a Persuasive Audit Report.

Leita is an experienced facilitator, having led over 1,200 full or multiday seminars. She has also keynoted numerous conferences and developed over 25 distinct CPE courses, including self-study courses for Western CPE. She was named an Outstanding Presenter by the Institute of Internal Auditors (IIA) in 2014.

Leita worked 5 years with the Texas State Auditor’s Office as both an auditor and a communications specialist. She has owned and operated AuditSkills, a training and professional development company, since 1995. Her clients include EDS, Dell Computer, First Data Corporation, Joseph Eves CPAs, the Texas State Auditor’s Office, among many others.

She’s a graduate of the University of Texas at Austin with a bachelor’s in business administration. Leita serves on the government conference planning committee of the Texas Society of CPAs (TSCPA) and is a member of the AICPA, TSCPA, IIA, and the Association of Government Accountants (AGA).



Course Specifics

Finance
Jun 12, 2017
There are no prerequisites.
SS3171009
97
None


Compliance Information

103220
Qualifies for CA Fraud: No


Learning Objectives

Upon successful completion of this course, participants will be able to:

Chapter 1

  • Recognize the benefits of generating cash flow
  • Identify the phases of the business cycle and where cash flow principles are best applied

Chapter 2

  • Identify the first principle of Happy Cash Flow

Chapter 3

  • Identify the second and third principles of Happy Cash Flow
  • Distinguish between metrics used to measure the speed of the cash conversion cycle

Chapter 4

  • Identify methods to generate additional profits

Chapter 5

  • Recognize how successful companies apply the principles of Happy Cash Flow to generate cash flow

Chapter 6

  • Apply the principles of Happy Cash Flow to service organizations and other industries

Chapter 7

  • Identify techniques to collect from customers faster

Chapter 8

  • Identify techniques for minimizing inventory

Chapter 9

  • Identify techniques for stretching payments to vendors

Chapter 10

  • Identify the benefits and costs of cash flow projection
  • Identify the steps for creating a step-by-step cash flow forecast


Choose Your Preferred Format


Online Access

Get immediate access to a robust collection of learning and reference materials, allowing you to dive deep into the information you need. Our self-study materials are authored by top-quality, industry experts who focus on helping you grasp concepts quickly using real-life examples. Download your CPE to any device, and take it with you so you can learn when and wherever you want. Complete your CPE with an online exam, and enjoy instant grading with the option to print your certificate immediately upon passing.

online access
Hard Copy

Our self-study materials are authored by top-quality, industry experts. You’ll receive a bound notebook of all the course materials, shipped to you within one business day. In addition, you’ll also have full online access. Each self-study package includes a robust collection of learning and reference materials to help you cover the information efficiently and put it into practice immediately.

hard copy
Self-Study Video

Experience high-quality instruction with our Self-Study Videos, available to you 24/7. With more than 80+ videos currently in the Western CPE Self-Study Video library, you can see and hear our expert instructors deliver the information you need in a dynamic way that allows you to immediately apply your learning. Unlike a live course or webcast, you can complete the course on your own time, playing and pausing as needed. Self-Study Videos allow you to complete your CPE requirements on your own time.

hard copy


Back to top