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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.
Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.
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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's Profile

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

Thu, Feb 06, 2025 - 07:00am to 10:39am AKST
Mon, Feb 17, 2025 - 09:00am to 12:39pm AKST
Tue, Mar 04, 2025 - 03:00pm to 06:39pm AKST
Sat, Mar 15, 2025 - 05:00am to 08:39am AKDT
Wed, Mar 19, 2025 - 07:00am to 10:39am AKDT
Wed, Apr 09, 2025 - 09:00am to 12:39pm AKDT
Fri, Apr 25, 2025 - 11:00am to 02:39pm AKDT
Tue, May 06, 2025 - 05:00am to 08:39am AKDT
Fri, May 23, 2025 - 07:00am to 10:39am AKDT
Thu, Jun 05, 2025 - 03:00pm to 06:39pm AKDT
Sat, Jun 14, 2025 - 05:00am to 08:39am AKDT
Fri, Jun 27, 2025 - 05:00am to 08:39am AKDT
Thu, Jul 10, 2025 - 10:30am to 02:09pm AKDT
Tue, Jul 22, 2025 - 06:00am to 09:39am AKDT
Sat, Jul 26, 2025 - 08:00am to 11:39am AKDT
Wed, Aug 13, 2025 - 10:30am to 02:09pm AKDT
Mon, Aug 25, 2025 - 06:00am to 09:39am AKDT
Fri, Sep 05, 2025 - 10:30am to 02:09pm AKDT
Tue, Sep 16, 2025 - 06:00am to 09:39am AKDT
Sat, Sep 27, 2025 - 08:00am to 11:39am AKDT
Thu, Oct 02, 2025 - 10:30am to 02:09pm AKDT
Mon, Oct 27, 2025 - 06:00am to 09:39am AKDT
Thu, Nov 06, 2025 - 10:30am to 02:09pm AKST
Wed, Nov 19, 2025 - 06:00am to 09:39am AKST
Sat, Nov 29, 2025 - 08:00am to 11:39am AKST
Thu, Dec 04, 2025 - 10:30am to 02:09pm AKST
Fri, Dec 19, 2025 - 06:00am to 09:39am AKST
Tue, Jan 06, 2026 - 10:30am to 02:09pm AKST
Fri, Jan 23, 2026 - 06:00am to 09:39am AKST
Sat, Jan 31, 2026 - 08:00am to 11:39am AKST
Thu, Feb 05, 2026 - 10:30am to 02:09pm AKST
Fri, Feb 20, 2026 - 06:00am to 09:39am AKST
Mon, Mar 09, 2026 - 10:30am to 02:09pm AKDT
Fri, Mar 27, 2026 - 06:00am to 09:39am AKDT
Sat, Mar 28, 2026 - 08:00am to 11:39am AKDT
Mon, Apr 13, 2026 - 10:30am to 02:09pm AKDT
Wed, Apr 29, 2026 - 06:00am to 09:39am AKDT
Tue, May 05, 2026 - 10:30am to 02:09pm AKDT
Sat, May 16, 2026 - 06:00am to 09:39am AKDT
Sat, May 30, 2026 - 08:00am to 11:39am AKDT
Fri, Jun 05, 2026 - 10:30am to 02:09pm AKDT
Wed, Jun 17, 2026 - 06:00am to 09:39am AKDT

Additional Info

Basic Course Information

Prerequisites None
Advanced 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 Policy

Please 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

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Overall:      4.6

Total Reviews: 16

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