Expand Your Analytical Toolbox More Tools for Success
Total Credits: 4 including 4 Business Management & Organization - Non-technical
- Average Rating:
- 16
- Categories:
- ACPEN Industry Institute | Practice Management
- Faculty:
- William F. O’Brien, MBA, CPA
- Course Levels:
- Intermediate
- Duration:
- 4 Hours
- License:
- Product Setting: Expires 30 day(s) after program date.
Description
Valuation techniques and cash management activities are two other tool categories that can round out your analytical toolbox. In this course we will initially discuss how to turn your financial plan into a powerful valuation engine. We then will discuss the formation of an efficient cash management program based on solid banker relationships. Finally, we will review Ten Steps for keeping your financial toolbox full.
Basic Course Information
Learning Objectives- Using forecasting as a valuation tool
- Enhancing your banking relationships
- Keeping your tool box full
Major Subjects
- 5 step valuation process
- 2 specific valuation approaches
- The Gordon Model
- 10 thoughts on banker selection
- Rating your bank
- 10 hints for keeping your toolbox full
Course Materials
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase | ||
| Expand Your Analytical Toolbox More Tools for Success Handout (1.5 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
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Tue, Jan 21, 2025 - 09:00am to 12:39pm EST
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Thu, Feb 06, 2025 - 11:00am to 02:39pm EST
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Mon, Feb 17, 2025 - 01:00pm to 04:39pm EST
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Tue, Mar 04, 2025 - 07:00pm to 10:39pm EST
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Sat, Mar 15, 2025 - 09:00am to 12:39pm EDT
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Wed, Mar 19, 2025 - 11:00am to 02:39pm EDT
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Wed, Apr 09, 2025 - 01:00pm to 04:39pm EDT
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Fri, Apr 25, 2025 - 03:00pm to 06:39pm EDT
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Tue, May 06, 2025 - 09:00am to 12:39pm EDT
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Fri, May 23, 2025 - 11:00am to 02:39pm EDT
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Thu, Jun 05, 2025 - 07:00pm to 10:39pm EDT
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Sat, Jun 14, 2025 - 09:00am to 12:39pm EDT
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Fri, Jun 27, 2025 - 09:00am to 12:39pm EDT
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Thu, Jul 10, 2025 - 02:30pm to 06:09pm EDT
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Tue, Jul 22, 2025 - 10:00am to 01:39pm EDT
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Sat, Jul 26, 2025 - 12:00pm to 03:39pm EDT
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Wed, Aug 13, 2025 - 02:30pm to 06:09pm EDT
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Mon, Aug 25, 2025 - 10:00am to 01:39pm EDT
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Fri, Sep 05, 2025 - 02:30pm to 06:09pm EDT
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Tue, Sep 16, 2025 - 10:00am to 01:39pm EDT
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Sat, Sep 27, 2025 - 12:00pm to 03:39pm EDT
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Thu, Oct 02, 2025 - 02:30pm to 06:09pm EDT
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Mon, Oct 27, 2025 - 10:00am to 01:39pm EDT
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Thu, Nov 06, 2025 - 02:30pm to 06:09pm EST
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Wed, Nov 19, 2025 - 10:00am to 01:39pm EST
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Sat, Nov 29, 2025 - 12:00pm to 03:39pm EST
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Thu, Dec 04, 2025 - 02:30pm to 06:09pm EST
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Fri, Dec 19, 2025 - 10:00am to 01:39pm EST
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Tue, Jan 06, 2026 - 02:30pm to 06:09pm EST
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Fri, Jan 23, 2026 - 10:00am to 01:39pm EST
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Sat, Jan 31, 2026 - 12:00pm to 03:39pm EST
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Thu, Feb 05, 2026 - 02:30pm to 06:09pm EST
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Fri, Feb 20, 2026 - 10:00am to 01:39pm EST
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Mon, Mar 09, 2026 - 02:30pm to 06:09pm EDT
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Fri, Mar 27, 2026 - 10:00am to 01:39pm EDT
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Sat, Mar 28, 2026 - 12:00pm to 03:39pm EDT
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Mon, Apr 13, 2026 - 02:30pm to 06:09pm EDT
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Wed, Apr 29, 2026 - 10:00am to 01:39pm EDT
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Tue, May 05, 2026 - 02:30pm to 06:09pm EDT
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Sat, May 16, 2026 - 10:00am to 01:39pm EDT
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Sat, May 30, 2026 - 12:00pm to 03:39pm EDT
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Fri, Jun 05, 2026 - 02:30pm to 06:09pm EDT
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Wed, Jun 17, 2026 - 10:00am to 01:39pm EDT
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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
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