Expand Your Analytical Toolbox: More Tools for Success
Friday, June 5, 2026
1:30-5:10 p.m. Central
4 CPE (4 non-technical)
Course code: 26WA-2321
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- Saturday, May 16, 2026 - Webinar
- Tuesday, May 19, 2026 - Webinar
- Saturday, May 30, 2026 - Webinar
- Wednesday, June 17, 2026 - Webinar
- Thursday, July 2, 2026 - Webinar
- Tuesday, July 21, 2026 - Webinar
- Tuesday, Aug. 18, 2026 - Webinar
- Tuesday, Sept. 15, 2026 - Webinar
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.
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
Learning objectives
-
Using forecasting as a valuation tool
-
Enhancing your bankingrelationships
-
Keeping your tool box full
Who should take this program?
- CPAs and senior financial executives
Pricing
|
Standard Member Fee |
$129.00
|
 Standard Nonmember Fee |
$129.00
|
Our records indicate
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nonmember.
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$129.00
(Standard Nonmember Fee).
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Instructor
William O'Brien, MBA, CPA
Location
Online
Area
of study
Management
Field(s)
of study
Business Management & Organization - Non-Technical (4.0)
Level
Intermediate
Format
Group Internet Based
Sponsor
NASBA ID#: 107810
Prerequisites
Prereq.
None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business
days before the event start date.
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