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19WCRATI06: Key Ratio Analysis (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Date Monday, March 30, 2020
Time 10:30am - 6:00pm
Central Time
Location Online
CPE credits CPE 8.0
Field(s)
of study
Accounting - Technical (8.0)
Instructor David Osburn, MBA
David L. Osburn & Associates, LLC
Fees
Standard Member Fee $245.00
Standard Nonmember Fee $375.00

Description

CPAs, CFOs, controllers, bankers, financial analysts, credit underwriters and other financial professionals use financial ratios, but do not leverage them for maximum effectiveness. Learn how in this course.
Understand a five-step key financial ratio analysis model-liquidity, activity, leverage, operating performance and cash flow analysis-that will help clarify and unify this often confusing subject.
Additionally, consider the lendable real estate equity model, industry comparisons, software applications, and the Z-score bankruptcy and sustainable growth models. Review case studies that illustrate key concepts and apply the models outlined in this course.

Who should take this program?

CPAs, CFOs, controllers, financial professionals, auditors and tax practitioners

Major subjects

  • The five-step key financial ratio analysis model and illustrative case studies.
  • Cash flow applications, including traditional EBITDA, personal, global or combined, fixed charge coverage, free cash flow, cash basis, and real estate.
  • Lendable real estate equity model.
  • Key ratio software applications.
  • Z-score (bankruptcy prediction) and sustainable growth models.

Learning objective(s)

  • Determine the five-step key ratio analysis model.
  • Identify in-depth cash flow analysis applications.
  • Recognize how to calculate the lendable real estate equity model.
  • Choose industry comparisons and software applications.
  • Identify the Z-score bankruptcy prediction and sustainable growth models.

Notes:

Course code Code 19WCRATI06
Sponsor CalCPA Education Foundation
NASBA ID#: 104822
Level Intermediate
Format Group Internet Based
Prerequisites Prereq. A background in financial statement analysis.
Advance
prep
Please bring a calculator or laptop (with Excel).

If you have questions about this event, please call us at 952-831-2707.

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