Achieve Competency in Three Basic Tool Categories - Master the Fundamentals
Total Credits: 4 including 4 Business Management & Organization - Non-technical
- Average Rating:
- 8
- Categories:
- ACPEN Industry Institute | Practice Management | Professional Development
- Faculty:
- William F. O’Brien, MBA, CPA
- Course Levels:
- Intermediate
- Duration:
- 4 Hours
- License:
- Product Setting: Expires 30 day(s) after program date.
Description
Financial skills needed in many situations are constantly changing. It is prudent to routinely look into your toolbox to restock or revise your tool set. In this course we will examine three tool categories that form the foundation for many analytical processes.
Basic Course Information
Learning Objectives- Use financial statement analysis (FSA) efficiently
- Build an integrated planning model
- Design action-oriented business metrics
Major Subjects
- Tools for FSA
- The 3 P's. The QST trifecta
- The integrated planning model
- Performance based management
- The value chain
- The balanced scorecard
Course Materials
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase | ||
| Achieve Competency in Three Basic Tool Categories - Master the Fundamentals Handout (2.7 MB) | Available after Purchase | ||
Faculty
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
|
Tue, Jan 21, 2025 - 10:00am to 01:33pm HAST
|
|
Thu, Feb 06, 2025 - 04:00am to 07:33am HAST
|
|
Mon, Feb 17, 2025 - 06:00am to 09:33am HAST
|
|
Tue, Mar 04, 2025 - 01:00pm to 04:33pm HAST
|
|
Sat, Mar 15, 2025 - 04:00am to 07:33am HAST
|
|
Wed, Mar 19, 2025 - 03:00am to 06:33am HAST
|
|
Wed, Apr 09, 2025 - 05:00am to 08:33am HAST
|
|
Fri, Apr 25, 2025 - 07:00am to 10:33am HAST
|
|
Tue, May 06, 2025 - 09:00am to 12:33pm HAST
|
|
Fri, May 23, 2025 - 03:00am to 06:33am HAST
|
|
Thu, Jun 05, 2025 - 01:00pm to 04:33pm HAST
|
|
Sat, Jun 14, 2025 - 07:00am to 10:33am HAST
|
|
Fri, Jun 27, 2025 - 09:00am to 12:33pm HAST
|
|
Thu, Jul 10, 2025 - 04:00am to 07:33am HAST
|
|
Sat, Jul 19, 2025 - 05:00am to 08:33am HAST
|
|
Tue, Jul 22, 2025 - 08:30am to 12:03pm HAST
|
|
Wed, Aug 13, 2025 - 04:00am to 07:33am HAST
|
|
Mon, Aug 25, 2025 - 08:30am to 12:03pm HAST
|
|
Fri, Sep 05, 2025 - 04:00am to 07:33am HAST
|
|
Tue, Sep 16, 2025 - 08:30am to 12:03pm HAST
|
|
Sat, Sep 20, 2025 - 05:00am to 08:33am HAST
|
|
Thu, Oct 02, 2025 - 04:00am to 07:33am HAST
|
|
Mon, Oct 27, 2025 - 08:30am to 12:03pm HAST
|
|
Thu, Nov 06, 2025 - 05:00am to 08:33am HAST
|
|
Sat, Nov 15, 2025 - 06:00am to 09:33am HAST
|
|
Wed, Nov 19, 2025 - 09:30am to 01:03pm HAST
|
|
Thu, Dec 04, 2025 - 05:00am to 08:33am HAST
|
|
Fri, Dec 19, 2025 - 09:30am to 01:03pm HAST
|
|
Tue, Jan 06, 2026 - 05:00am to 08:33am HAST
|
|
Sat, Jan 17, 2026 - 06:00am to 09:33am HAST
|
|
Fri, Jan 23, 2026 - 09:30am to 01:03pm HAST
|
|
Thu, Feb 05, 2026 - 05:00am to 08:33am HAST
|
|
Fri, Feb 20, 2026 - 09:30am to 01:03pm HAST
|
|
Mon, Mar 09, 2026 - 04:00am to 07:33am HAST
|
|
Sat, Mar 21, 2026 - 05:00am to 08:33am HAST
|
|
Fri, Mar 27, 2026 - 08:30am to 12:03pm HAST
|
|
Mon, Apr 13, 2026 - 04:00am to 07:33am HAST
|
|
Wed, Apr 29, 2026 - 08:30am to 12:03pm HAST
|
|
Tue, May 05, 2026 - 04:00am to 07:33am HAST
|
|
Sat, May 16, 2026 - 05:00am to 08:33am HAST
|
|
Sat, May 16, 2026 - 08:30am to 12:03pm HAST
|
|
Fri, Jun 05, 2026 - 04:00am to 07:33am HAST
|
|
Wed, Jun 17, 2026 - 08:30am to 12:03pm HAST
|
Additional Info
Basic Course Information
Prerequisites NoneAdvanced 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 PolicyPlease 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 |
|