The Pocket CFO: Tools and Metrics (Currently Unavailable)

Author: Jae K. Shim

CPE Credit:  17 hours for CPAs

This course is a one-stop problem-solver for today's busy executive. The course is a working guide to help you quickly pinpoint in the complex world of business.

Publication Date: April 2014

Designed For
Anyone with an interest in corporate finance.

Topics Covered

  • Financial Statements, the Sarbanes-Oxley Act, and Corporate Governance
  • How To Evaluate And Improve A Company's Financial Performance
  • Internal Accounting Applications for Your Company
  • Cost-Volume-Profit Analysis, Operating Leverage, and Discounting Analysis
  • Capital Budgeting
  • Assets Management, Financing Techniques, and Portfolio Theory
  • Decision Making with Statistics and Forecasting
  • Making Use of Quantitative Decision Making

Learning Objectives

  • Recognize the purpose and content of the statement of cash flows.
  • Identify key sections contained with the annual report.
  • Recognize issues addressed by the Sarbanes-Oxley (SOX) Act and the groups impacted by it.
  • Recognize key financial ratios and how they can be used.
  • Calculate the value for different financial ratios.
  • Recognize the relationship between margin and turnover.
  • Compute ROI and recognize how it can be improved.
  • Recognize major elements of budgeting process.
  • Identify different attributes and uses of variance analysis as a control device.
  • Recognize how accounting systems work, including activity-based costing, life-cycle costing and target costing.
  • Recognize the value of a balanced scorecard approach.
  • Recognize the value of cost-volume-profit (CVP) analysis in solving business problems.
  • Identify some applications of present (discounting) and future (compound) values.
  • Recognize the uses of capital budgeting.
  • Identify the different techniques used to evaluate business investments and their applications.
  • Recognize key elements that affect working capital and cash management.
  • Identify how different investment criteria affect managing assets, such as expected returns, risk and diversification.
  • Apply the Capital Asset Pricing Model (CAPM) and the Arbitrage Pricing Model (APM).
  • Recognize the different statistics used in business decisions.
  • Identify techniques applied to forecasting, such moving averages and exponential smoothing.
  • Recognize what statistics to use in regression analysis and how to apply them for trend projections.
  • Recognize the tools for decision making under conflict.
  • Recognize the applications of linear programming to make optimize complex decisions.
  • Identify techniques for inventory planning and control.

Level
Overview

Instructional Method
Self-Study

NASBA Field of Study
Business Management & Organization (17 hours)

Program Prerequisites
None

Advance Preparation
None

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