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. Through multiple case studies and discussions, we will discuss proven financial statement analysis techniques, like ratio analysis, as well as some lesser known ones, like core earnings. Through these methods, we will help you see beyond the numbers and better understand the story the financial statements are telling. Discussion Leader: David Peters
Small Business Planning: Data Security on a Budget (LIMG02/23)
In this day and age, protecting company and client data is imperative. However, for your small business clients, money is often tight. Is it even possible to build an effective data security program with limited resources? In this course, we will discuss some of the basic data security requirements for tax practitioners and financial advisors. We will examine what the most common risks are give some tips on how to address them without breaking the bank. We will even give some tips on how to control cost when purchasing cyber liability insurance. Discussion Leader: David Peters
Budgeting & Forecasting (LIMG01/23)
The budget and the forecast are two common tools used by controllers and CFOs across almost every industry. However, are we really getting the most out of these tools? Or are we merely replicating whatever was done last year? In this course, we will use examples and illustrations to demonstrate various budgeting and forecasting techniques. We will discuss traditional approaches, as well as newer approaches such as flexible budgeting, in an effort to show how companies can gain more value. Discussion Leader: David Peters
Financial Statement Analysis (LIVESTREAM) (LIMG06/22, LIMG10/22, LIMG12/22)
Participants will learn about the various methods of analyzing firm performance, including using common size financial statements, vertical and horizontal analysis, as well as ratio analysis. Uses and limitations of various analytical tools will be addressed through a comprehensive case study.
Controllership CFO Series (LIVESTREAM) (LIMG04/22, LIMG09/22)
Gone are the days in which the CFO was just in charge of keeping the books. Today’s CFO’s are involved in all parts of a company’s operations. Utilizing case studies, research, and discussion questions, this course will explore how to look at topics such as picking out the best retirement plan, managing remote employees, strategic forecasting, and managing the budgeting process through the lens of a CFO.
