March 18, 2025

Webinar

4 CPE

Webinar (CPA Crossings): Seeing Beyond the Numbers: Analysis for CFOs & Controllers 🗓️

March 18, 2025
Webinar
4 CPE

Webinar (CPA Crossings): Seeing Beyond the Numbers: Analysis for CFOs & Controllers 🗓️

  • View Bio

    Instructor

    David
    Peters

    View Bio

    David Peters

    Bio

    David Peters, CPA, CFP, CLU, CPCU, MST, MBA, is the founder and owner of Peters Tax Preparation & Consulting in Richmond, Va., as well as a financial advisor for Peters Financial, LLC. He has over 15 years of experience in financial services, including three years in the hedge fund industry and six years in the insurance industry. He regularly teaches courses in accounting, finance, insurance, financial planning and ethics throughout the United States.

🗓️ View additional dates for this course

Financial statements are a window into what is going on in the day-to-day operations of the company. They help us see what the company's strengths and weaknesses are. However, financial statements can often have different messages depending on the user. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives

After attending this presentation, you will be able to...

  • Indicate how different stakeholders utilize financial statements
  • Recognize how flexible budgeting may be used by CFOs and Controllers
  • Recall how time series analysis and common size financial statements are used in trend analysis
  • Calculate liquidity, leverage, and profitability ratios
  • Identify the uses and limitations of ratio analysis

Major Topics

The major topics that will be covered in this class include:

  • Purpose of Financial Statement Analysis
  • Comparing Actuals vs. Expectations & Benchmarking
  • Case Studies 1 & 2
  • Ratio Analysis
  • Case Study 3
  • Analysis of Statement of Cash Flows
  • Case Studies 4 & 5
  • Other Uses of Ratios

CPE Credits Available

4 CPE
4
Finance

Things to Know About This Course

Course Level

  • Overview

Professional Area of Focus

  • Business and Industry

Prerequisites

None

Advanced Preparation

This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

Controllers or accountants who are involved in the financial reporting functions of their companies and looking to improve their review skills.

Provider

CPA Crossings, LLC

This event has ended.