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The WSCPA will be closing early at 2:00pm on Friday, May 23 and remain closed through Monday, May 26 in observance of Memorial Day.

Expand Your Analytical Toolbox More Tools for Success WEBCAST

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4.0 Credits

Member Price $129.00

Non-Member Price $159.00

Overview

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.

Highlights

Five step valuation process. Two specific valuation approaches. The Gordon Model. Ten thoughts on banker selection. Rating your bank. Ten hints for keeping your toolbox full.

Prerequisites

None.

Designed For

CPAs and senior financial executives.

Objectives

Using forecasting as a valuation tool. Enhancing your banking relationships. Keeping your tool box full.

Preparation

None.

Notice

None.

Leader(s):

Leader Bios

William O'Brien, Lecturer-Dept. of Accounting, Santa Clara University

William F. O’Brien, MBA, CPA, is a financial management consultant and educator with over 40 years’ experience. He has held senior financial management positions with Intel and ROLM and served as CFO for several emerging, high technology companies. Bill has extensive experience in corporate planning, fraud assessment, control, financial analysis, cash management, managerial accounting, and financial reporting in both domestic and international settings. Bill has served on the faculties of Santa Clara University and San Jose State University.

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Non-Member Price $159.00

Member Price $129.00