CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Financial Statement Analysis: Informing Decisions and Adding Value

Icon_Webcast
Webcast
Icon_Level
Intermediate
Credits
CPE Credits
2 Credits: Accounting

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.

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.

Course Specifics

Course ID
WC18176118
Original Release Date
April 20, 2017
Revision Date
March 20, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Jennifer Elder Headshot
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 …

Jennifer Elder, CPA, CFF, CIA, CMA Read More »

Financial Statement Analysis: Informing Decisions and Adding Value

CPE CREDITS
2 Credits: Accounting

$98.00

Icon_Webcast
Webcast
Icon_Level
Intermediate
Credits
CPE Credits
2 Credits: Accounting

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.

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.

Course Specifics

Course ID
WC18176118
Original Release Date
April 20, 2017
Revision Date
March 20, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Jennifer Elder Headshot
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 …

Jennifer Elder, CPA, CFF, CIA, CMA Read More »

Financial Statement Analysis: Informing Decisions and Adding Value

CPE CREDITS
2 Credits: Accounting

$98.00