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
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Thu, Feb 06, 2025 - 05:00am to 08:33am AKST
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Mon, Feb 17, 2025 - 07:00am to 10:33am AKST
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Tue, Mar 04, 2025 - 02:00pm to 05:33pm AKST
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Sat, Mar 15, 2025 - 06:00am to 09:33am AKDT
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Wed, Mar 19, 2025 - 05:00am to 08:33am AKDT
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Wed, Apr 09, 2025 - 07:00am to 10:33am AKDT
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Fri, Apr 25, 2025 - 09:00am to 12:33pm AKDT
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Tue, May 06, 2025 - 11:00am to 02:33pm AKDT
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Fri, May 23, 2025 - 05:00am to 08:33am AKDT
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Thu, Jun 05, 2025 - 03:00pm to 06:33pm AKDT
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Sat, Jun 14, 2025 - 09:00am to 12:33pm AKDT
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Fri, Jun 27, 2025 - 11:00am to 02:33pm AKDT
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Thu, Jul 10, 2025 - 06:00am to 09:33am AKDT
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Sat, Jul 19, 2025 - 07:00am to 10:33am AKDT
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Tue, Jul 22, 2025 - 10:30am to 02:03pm AKDT
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Wed, Aug 13, 2025 - 06:00am to 09:33am AKDT
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Mon, Aug 25, 2025 - 10:30am to 02:03pm AKDT
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Fri, Sep 05, 2025 - 06:00am to 09:33am AKDT
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Tue, Sep 16, 2025 - 10:30am to 02:03pm AKDT
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Sat, Sep 20, 2025 - 07:00am to 10:33am AKDT
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Thu, Oct 02, 2025 - 06:00am to 09:33am AKDT
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Mon, Oct 27, 2025 - 10:30am to 02:03pm AKDT
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Thu, Nov 06, 2025 - 06:00am to 09:33am AKST
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Sat, Nov 15, 2025 - 07:00am to 10:33am AKST
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Wed, Nov 19, 2025 - 10:30am to 02:03pm AKST
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Thu, Dec 04, 2025 - 06:00am to 09:33am AKST
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Fri, Dec 19, 2025 - 10:30am to 02:03pm AKST
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Tue, Jan 06, 2026 - 06:00am to 09:33am AKST
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Sat, Jan 17, 2026 - 07:00am to 10:33am AKST
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Fri, Jan 23, 2026 - 10:30am to 02:03pm AKST
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Thu, Feb 05, 2026 - 06:00am to 09:33am AKST
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Fri, Feb 20, 2026 - 10:30am to 02:03pm AKST
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Mon, Mar 09, 2026 - 06:00am to 09:33am AKDT
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Sat, Mar 21, 2026 - 07:00am to 10:33am AKDT
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Fri, Mar 27, 2026 - 10:30am to 02:03pm AKDT
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Mon, Apr 13, 2026 - 06:00am to 09:33am AKDT
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Wed, Apr 29, 2026 - 10:30am to 02:03pm AKDT
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Tue, May 05, 2026 - 06:00am to 09:33am AKDT
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Sat, May 16, 2026 - 07:00am to 10:33am AKDT
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Sat, May 16, 2026 - 10:30am to 02:03pm AKDT
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Fri, Jun 05, 2026 - 06:00am to 09:33am AKDT
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Wed, Jun 17, 2026 - 10:30am to 02:03pm AKDT
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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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