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Live Webcast Replay

Achieve Competency in Three Basic Tool Categories - Master the Fundamentals

Total Credits: 4 including 4 Business Management & Organization - Non-technical

Average Rating:
   9
Categories:
ACPEN Industry Institute |  Practice Management |  Professional Development
Faculty:
William F. O’Brien, MBA, CPA
Course Levels:
Intermediate
Duration:
4 Hours
License:
Product Setting: Expires 30 day(s) after program date.
Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.
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Description

Financial skills needed in many situations are constantly changing.  It is prudent to routinely look into your toolbox to restock or revise your tool set.  In this course we will examine three tool categories that form the foundation for many analytical processes.

Basic Course Information

Learning Objectives
  • Use financial statement  analysis (FSA) efficiently
  • Build an integrated planning model
  • Design action-oriented business metrics

Major Subjects
  • Tools for FSA
  • The 3 P's. The QST trifecta
  • The integrated planning model
  • Performance based management
  • The value chain
  • The balanced scorecard

 


Course Materials

Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) Available after Purchase
Achieve Competency in Three Basic Tool Categories - Master the Fundamentals Handout (2.7 MB) Available after Purchase

Faculty

William F. O’Brien, MBA, CPA's Profile

William F. O’Brien, MBA, CPA Related Seminars and Products

WILLIAM F. O’BRIEN, MBA, CPA, is a financial management consultant and educator with over 40 years of experience. He has held senior financial management positions with Intel Corporation and ROLM Corporation and served as CFO for several emerging high technology companies. Mr. O’Brien has extensive experience in corporate planning, financial analysis, cash management and managerial accounting in both domestic and international settings. He has served on the faculties of Santa Clara University and San Jose State University and is a frequent financial seminar speaker in both the U.S. and abroad. 

Dates

Wed, Apr 09, 2025 - 09:00am to 12:33pm MDT
Fri, Apr 25, 2025 - 11:00am to 02:33pm MDT
Tue, May 06, 2025 - 01:00pm to 04:33pm MDT
Fri, May 23, 2025 - 07:00am to 10:33am MDT
Thu, Jun 05, 2025 - 05:00pm to 08:33pm MDT
Sat, Jun 14, 2025 - 11:00am to 02:33pm MDT
Fri, Jun 27, 2025 - 01:00pm to 04:33pm MDT
Thu, Jul 10, 2025 - 08:00am to 11:33am MDT
Sat, Jul 19, 2025 - 09:00am to 12:33pm MDT
Tue, Jul 22, 2025 - 12:30pm to 04:03pm MDT
Wed, Aug 13, 2025 - 08:00am to 11:33am MDT
Mon, Aug 25, 2025 - 12:30pm to 04:03pm MDT
Fri, Sep 05, 2025 - 08:00am to 11:33am MDT
Tue, Sep 16, 2025 - 12:30pm to 04:03pm MDT
Sat, Sep 20, 2025 - 09:00am to 12:33pm MDT
Thu, Oct 02, 2025 - 08:00am to 11:33am MDT
Mon, Oct 27, 2025 - 12:30pm to 04:03pm MDT
Thu, Nov 06, 2025 - 08:00am to 11:33am MST
Sat, Nov 15, 2025 - 09:00am to 12:33pm MST
Wed, Nov 19, 2025 - 12:30pm to 04:03pm MST
Thu, Dec 04, 2025 - 08:00am to 11:33am MST
Fri, Dec 19, 2025 - 12:30pm to 04:03pm MST
Tue, Jan 06, 2026 - 08:00am to 11:33am MST
Sat, Jan 17, 2026 - 09:00am to 12:33pm MST
Fri, Jan 23, 2026 - 12:30pm to 04:03pm MST
Thu, Feb 05, 2026 - 08:00am to 11:33am MST
Fri, Feb 20, 2026 - 12:30pm to 04:03pm MST
Mon, Mar 09, 2026 - 08:00am to 11:33am MDT
Sat, Mar 21, 2026 - 09:00am to 12:33pm MDT
Fri, Mar 27, 2026 - 12:30pm to 04:03pm MDT
Mon, Apr 13, 2026 - 08:00am to 11:33am MDT
Wed, Apr 29, 2026 - 12:30pm to 04:03pm MDT
Tue, May 05, 2026 - 08:00am to 11:33am MDT
Sat, May 16, 2026 - 09:00am to 12:33pm MDT
Sat, May 16, 2026 - 12:30pm to 04:03pm MDT
Fri, Jun 05, 2026 - 08:00am to 11:33am MDT
Wed, Jun 17, 2026 - 12:30pm to 04:03pm MDT

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For CPAs and senior financial executives
Original Recording Date 01/22/2024
Course Developer William F. O'Brien, MBA, CPA, San Jose State University, San Jose, CA
Date Added to Catalog 01/04/2024
Yellow Book No

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). 


Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


Promo Video

Reviews

5
4
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1

Overall:      4.6

Total Reviews: 9

Comments

Aileen P

"Excellent presentation. The interesting dynamics between the two were helpful and realistic from deriving their point of views from different backgrounds. Also, great power points!!"

Nancy M

"Great materials and tips. I will be sure to use some of what I learned."
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