Expand Your Analytical Toolbox: More Tools for Success
Tuesday, Aug. 18, 2026
9 a.m.-12:40 p.m. Central
4 CPE (4 non-technical)
Course code: 26WA-4553
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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
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5 step valuation process.
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2 specific valuation approaches.
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The Gordon Model.
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10 thoughts on banker selection.
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Rating your bank.
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10 hints for keeping your toolbox full.
Learning objectives
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Using forecasting as a valuation tool.
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Enhancing your bankingrelationships.
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Keeping your tool box full.
Who should take this program?
- CPAs and senior financial executives.
Pricing
|
Standard Member Fee |
$149.00
|
 Standard Nonmember Fee |
$149.00
|
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