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Webinar

Controller Series: Insightful Financial Analysis

Friday, Jan. 23, 2026
1-2 p.m. Central
1 CPE (1 technical)

Course code: 25WI-0465
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Anyone can "crunch numbers" but it takes special skills to make them meaningful to the user. Financial statements and ratios need to be interpreted correctly using a process that sets the context, identifies the right analysis tools, and makes recommendations in an understandable format. This course will help you present your insights in a way that is insightful and impactful to your client.

Major subjects

  • Reasons why it's so difficult to provide an "insightful" financial analysis
  • What is the definition of a financial analysis
  • The six steps of a financial analysis
  • Key takeaways

Learning objectives

  • Determine how to set the context for a financial analysis with a corporate overview
  • Distinguish the reasons why financial statement analysis can be difficult
  • Identify the steps to complete a business strategy analysis
  • Identify the six steps of a financial analysis
  • Choose between various ratios for greatest insights

Who should take this program?

  • Aspiring leaders and leaders of teams and organizations

Pricing

Standard Member Fee $75.00
checkmark Standard Nonmember Fee $89.00

MNCPA members save $14.00. Become a member.

Our records indicate you are a nonmember. If you register, you will be charged $89.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
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More program information

Instructor Jennifer Elder, CSP, CPA, CMA, CIA, CFF, CGMA, MS
Location Online
Area
of study
Accounting & audit
Field(s)
of study
Accounting - Technical (0.5)
Auditing - Technical (0.5)
Level Intermediate
Format Group Internet Based
Sponsor AICPA
NASBA ID#: 112891
Prerequisites Prereq. Experience in financial management of a company
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date.
Learn more

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