This session will help you present your financial insights in a way that is insightful and impactful to your client.
6/24/2022 10:00am - 12:00pm | Online | AICPA
Members: $65.00, Non-members: $76.00
CPE Categories: Accounting (0.5 CPE), Auditing (0.5 CPE)
Anyone can "crunch numbers" but it takes special skills to make them meaningful to the user. Financial statements and ratios need to be interpreted correctly using a process that sets the context, identifies the right analysis tools, and makes recommendations in an understandable format. This course will help you present your insights in a way that is insightful and impactful to your client.
Instructor: Jennifer Elder
Aspiring leaders and leaders of teams and organizations
Determine how to set the context for a financial analysis with a corporate overview
Distinguish the reasons why financial statement analysis can be difficult
Identify the steps to complete a business strategy analysis
Identify the six steps of a financial analysis
Choose between various ratios for greatest insights
Reasons why it's so difficult to provide an "insightful" financial analysis
What is the definition of a financial analysis
The six steps of a financial analysis
Experience in financial management of a company.
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