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Instructor
Howard Sibelman
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Instructor
Howard Sibelman, CPA is a discussion leader for the CalCPA, AICPA and Kaplan. As the former education director for Crowe Horwath International, a network of 140 accounting firms, Sibelman provided leadership on audit methodology, the CaseWare Crowe Horwath International Audit Template, training initiatives and A&A technical support to the Crowe Horwath International Subscriber Group. Immediately prior to joining CHI, he was a business assurance partner at Moss Adams, the 11th largest accounting firm in the US. At Moss Adams, Sibelman was a member of the firm’s International Services Group, IFRS Core Training Group, and quality control coordinator for the Los Angeles office. He has extensive experience in A&A and consulting to middle-market companies.
An integral part of Sibelman’s background is education. During his 50 year career as an auditor, 30 years as an audit partner, he was national CPE director for a national CPA firm, an instructor at USC, on the faculty of two of the largest CPA review courses, and has authored and facilitated numerous firm and CPA society CPE programs. He was a founding member of the AICPA Employee Benefit Plans Quality Center Executive Committee, and served as chair of the CalCPA Accounting Principles and Assurance Standards Committee. He received a BA degree in economics (major in accounting), cum laude, from Brooklyn College and a Master of Business Taxation from the University of Southern California.
Many professionals including corporate management, loan officers, investors, suppliers, customers, and auditors use financial statement analysis to perform their daily responsibilities. This program focuses on financial statements and the analysis of financial statements utilizing cases to assess profitability, liquidity, and resource management efficiency. We conclude with discussions of non-GAAP performance measurements, forecasting, and valuation.
Participants will be able to:
• Describe the different financial statement users and their information needs
• For each financial statement—Balance Sheet, Income Statement and the Cash Flow Statement—identify characteristics, alternatives, and risks associated with specific financial statement elements
• Perform financial statement analysis using best practices and various cases
• Compare financial statements of different companies in the same industry and the same company across different time periods
• Explain the importance of using a company’s MD&A for effective financial statement analysis
• Financial Reporting and Financial Statements
• Use of Non-GAAP performance measures and key performance indicators
• Forecasting
• Valuation
• Comprehensive Financial Statement Analysis with Case Study
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Industry CPAs, accountants, and financial professionals who analyze financial results, evaluate operational performance, perform acquisition due diligence, and develop business strategies. The program is also beneficial for auditors when performing risk assessments as a part of audit planning.