MBAexpress: Insightful Financial Analysis (Included in catalog bundle)
Why do you need to conduct a financial analysis and how would you use it? Do you know what you do best and is it sustainable? How do you differ from your competitors?
There are a number of reasons why you would conduct a financial analysis, from investment decisions to career management. It’s a valuable tool used to tell a comprehensive “story”.
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Upon completion of this course, participants will be able to:
Identify the key components in a financial statement analysis
Identify the components in a ratio analysis
Identify methods for predicting cash flow
The financial analysis process
Horizontal and vertical analysis
Field of Study: Accounting
Recommended CPE Credit Hours: 1.0
Course Level: Basic
Designed For: CPAs, CFOs, Controllers, Financial Directors, Financial Managers, Finance and Accounting Teams
Instructor: Peter Margaritis, CPA, CGMA, MAc
Publication Year: 2014
Expiration Date: Course content is reviewed annually and revised with neccessary changes or else the course is removed.
Peter A. Margaritis, CPA, CGMA is an author, blogger, speaker, educator, humorist, improviser, and podcaster. Partnering with the Business Learning Institute, his firm “The Accidental Accountant” teaches CPAs and other business leaders how to apply the seven principles of improvisation to build respect, trust and support with their colleagues and clients. He is the author of Improv Is No Joke: Using Improvisation to Create Positive Results in Leadership and Life.
Peter earned is his Bachelor’s in Business Administration from the University of Kentucky, a Master’s Degree in Accountancy from Case Western Reserve University and he is a licensed, non-practicing, CPA in Ohio. He has worked for companies such as Price Waterhouse, Victoria Secret Catalogue (not as a model), two large banking institutions and has managed restaurants in his day. Don’t be surprised – he is Greek. He was also an assistant professor of accounting and taught in the MBA program at Ohio Dominican University in Columbus, OH.
Peter is a member of the American Institute of CPAs, Georgia Society of CPAs, Maryland Association of CPAs, Ohio Society of CPAs, and the National Speakers Association. He is also the past chairman of the Ohio Society of CPAs executive board and a former delegate to the AICPA governing council.