Skip to main content
Live Webcast Replay

Expand Your Analytical Toolbox More Tools for Success


Total Credits: 4 including 4 Business Management & Organization - Non-technical

Average Rating:
   15
Categories:
ACPEN Industry Institute |  Practice Management
Faculty:
William F. O’Brien, MBA, CPA
Course Levels:
Intermediate
Duration:
4 Hours
License:
Product Setting: Expires 30 day(s) after program date.

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Description

Valuation techniques and cash management activities are two other tool categories that can round out your analytical toolbox. In this course we will initially discuss how to turn your financial plan into a powerful valuation engine.  We then will discuss the formation of an efficient cash management program based on solid banker relationships.  Finally, we will review Ten Steps for keeping your financial toolbox full.

Basic Course Information

Learning Objectives
  • Using forecasting as a valuation tool
  • Enhancing your banking relationships 
  • Keeping your tool box full

Major Subjects
  • 5 step valuation process
  • 2 specific valuation approaches
  • The Gordon Model
  • 10 thoughts on banker selection
  • Rating your bank
  • 10 hints for keeping your toolbox full

Course Materials

Faculty

William F. O’Brien, MBA, CPA's Profile

William F. O’Brien, MBA, CPA Related Seminars and Products


WILLIAM F. O’BRIEN, MBA, CPA, is a financial management consultant and educator with over 40 years of experience. He has held senior financial management positions with Intel Corporation and ROLM Corporation and served as CFO for several emerging high technology companies. Mr. O’Brien has extensive experience in corporate planning, financial analysis, cash management and managerial accounting in both domestic and international settings. He has served on the faculties of Santa Clara University and San Jose State University and is a frequent financial seminar speaker in both the U.S. and abroad. 


Dates

Fri, Jan 10, 2025 - 02:00pm to 05:39pm CST
Tue, Jan 21, 2025 - 08:00am to 11:39am CST
Thu, Feb 06, 2025 - 10:00am to 01:39pm CST
Mon, Feb 17, 2025 - 12:00pm to 03:39pm CST
Tue, Mar 04, 2025 - 06:00pm to 09:39pm CST
Sat, Mar 15, 2025 - 08:00am to 11:39am CDT
Wed, Mar 19, 2025 - 10:00am to 01:39pm CDT
Wed, Apr 09, 2025 - 12:00pm to 03:39pm CDT
Fri, Apr 25, 2025 - 02:00pm to 05:39pm CDT
Tue, May 06, 2025 - 08:00am to 11:39am CDT
Fri, May 23, 2025 - 10:00am to 01:39pm CDT
Thu, Jun 05, 2025 - 06:00pm to 09:39pm CDT
Sat, Jun 14, 2025 - 08:00am to 11:39am CDT
Fri, Jun 27, 2025 - 08:00am to 11:39am CDT

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For CPAs and senior financial executives
Original Recording Date 01/22/2024
Course Developer William F. O'Brien, MBA, CPA, San Jose State University, San Jose, CA
Date Added to Catalog 01/04/2024
Yellow Book No

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). 


Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


Promo Video

Reviews

5
4
3
2
1

Overall:      4.6

Total Reviews: 15