New
CFO Series: Advanced Financial Analysis -- Use the Right Tools
If you have questions about this event, please call us at 952-831-2707.
Friday, May 15, 2026
10 a.m.-noon Central
2 CPE (2 technical)
Course code: 26WX-0567
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Humans are hard-wired to fear uncertainty, but we can learn from the ambiguity that is common today. The upside of uncertainty is that it is the gateway to new possibilities, including new tools.
The analytical tools we currently use were designed for the physical world, but today we live in a data-driven digital world, especially for those in the service economy. What are the best tools to deal with unknowns and ambiguity in today's environment? We will show you how to use the right tools in the proper manner.
Major subjects
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Advanced financial analysis and modeling tools
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Proper modeling of long-term decisions
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Best practices in project analysis
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Alternative evaluation methods
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Why should you consider multiple metrics?
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Capital rationing
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Choosing the correct discount factor
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Year-end convention and other less understood assumptions
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Sensitivity and scenario analysis
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Monte Carlo Simulation in practice
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Interpreting results properly
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NPV vs IRR vs MIRR vs ROI.
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Considerations when metrics contradict other metrics
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Real options are hard to value but are invaluable
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Behavioral issues
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Evaluating projects with no obvious return
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Multiple numeric examples and work sheets
Learning objectives
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Analyze tools to help inform decision makers
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Recall appropriate tools to use to help augment financial analysis
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Utilize modern tools for advanced financial analysis
Who should take this program?
- Financial leaders, financial managers, CEOs, CFOs, controllers, accountants, board members, advisors, and consultants; CPAs in public practice and CPAs in industry
Pricing
|
Standard Member Fee |
$89.00
|
 Standard Nonmember Fee |
$89.00
|
Our records indicate
you are a
nonmember.
If you register, you will be charged
$89.00
(Standard Nonmember Fee).
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Instructor
Brian Maturi, MBA, FCA
Location
Online
Area
of study
Management
Field(s)
of study
Finance - Technical (2.0)
Level
Intermediate
Format
Group Internet Based
Sponsor
NASBA ID#: 108744
Prerequisites
Prereq.
None, preferably at least six (6) months of professional financial statement analysis experience and/or at least six (6) months of professional experience in preparing or reviewing accounting processes and reports; experience working with internal clients
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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If you have questions about this event, please call us at 952-831-2707.
