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Financial Statement Analysis -- Basis for Management Advice (171049A)

REGISTRATION STATUS: OPEN

Date: Thursday, December 03, 2009
Time: 8:30am - 4:30pm (Registration at 8:00am )
Facility: Bowie Comfort Inn Hotel & Conference, Bowie
CPE Credit: 2 Finance
3 Accounting
3 Auditing
Course Type: Seminars
Provider: AICPA
Instructor: Eliot H. Sherman, CPA, CPA
Field of Study: Accounting, Auditing, Business Management & Organization, Management
Level of Knowledge: Basic
Fees: $500 MACPA Members, $650 Non-Members
AICPA Discount: ($30)
Referral Discount: ($150)
Student Discount: ($150)
Reciprocal Discount ($150)

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Description:

More and more, your clients will be turning to you for advice on financial performance. Are you ready? This course presents the financial statements as a set of dynamic instruments that can be used for accurate, relevant and timely financial decisions. Focus on the economic and financial conditions that caused the statements to change and discover how clients can manage liquidity, debt and profitability. Plus, explore effect ratios, causal ratios, pro forma analysis, sustainable growth and much more.

Objectives:

Upon completion of this course, participants will be able to:  Examine the causes of and determine solutions for common financial problems such as reduced liquidity, increased leverage, and low profitability  Understand how analytic tools help management make decisions  Devise ways to correct liquidity problems  Use bankruptcy prediction models

Major Topics:

 Effect ratios ~ liquidity measures ~ leverage measures ~ profitability measures  Casual ratios ~ fixed asset utilization ~ collection period ~ inventory turnover ~ trading ratio ~ the profit margin ~ miscellaneous assets to net worth  Earnings quality ~ factors that affect the quality of earnings  Sustainable growth ~ a procedure to manage growth  Firm valuation ~ valuation techniques ~ constant growth dividend capitalization model ~ dividend computation  How to conduct a financial statement analysis ~ industry and time series analysis ~ sources of and problems with industry averages ~ guidelines to use in applying ratio analysis  DuPont analysis of profitability  Users of financial statements ~ creditors versus owners  Predicting bankruptcy ~ Altman's bankruptcy prediction model

Who Should Attend:

 Industry accountants responsible for financial statement analysis and practitioners who assist clients with business planning and advice

Prerequisite:

None


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