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Expand Your Analytical Toolbox More Tools for Success

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

Average Rating:
   16
Categories:
ACPEN Industry Institute |  Practice Management
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

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.

Basic Course Information

Learning Objectives
  • Using forecasting as a valuation tool
  • Enhancing your banking relationships 
  • Keeping your tool box 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

Course Materials

Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) Available after Purchase
Expand Your Analytical Toolbox More Tools for Success Handout (1.5 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

Thu, Feb 06, 2025 - 09:00am to 12:39pm MST
Mon, Feb 17, 2025 - 11:00am to 02:39pm MST
Tue, Mar 04, 2025 - 05:00pm to 08:39pm MST
Sat, Mar 15, 2025 - 07:00am to 10:39am MDT
Wed, Mar 19, 2025 - 09:00am to 12:39pm MDT
Wed, Apr 09, 2025 - 11:00am to 02:39pm MDT
Fri, Apr 25, 2025 - 01:00pm to 04:39pm MDT
Tue, May 06, 2025 - 07:00am to 10:39am MDT
Fri, May 23, 2025 - 09:00am to 12:39pm MDT
Thu, Jun 05, 2025 - 05:00pm to 08:39pm MDT
Sat, Jun 14, 2025 - 07:00am to 10:39am MDT
Fri, Jun 27, 2025 - 07:00am to 10:39am MDT
Thu, Jul 10, 2025 - 12:30pm to 04:09pm MDT
Tue, Jul 22, 2025 - 08:00am to 11:39am MDT
Sat, Jul 26, 2025 - 10:00am to 01:39pm MDT
Wed, Aug 13, 2025 - 12:30pm to 04:09pm MDT
Mon, Aug 25, 2025 - 08:00am to 11:39am MDT
Fri, Sep 05, 2025 - 12:30pm to 04:09pm MDT
Tue, Sep 16, 2025 - 08:00am to 11:39am MDT
Sat, Sep 27, 2025 - 10:00am to 01:39pm MDT
Thu, Oct 02, 2025 - 12:30pm to 04:09pm MDT
Mon, Oct 27, 2025 - 08:00am to 11:39am MDT
Thu, Nov 06, 2025 - 12:30pm to 04:09pm MST
Wed, Nov 19, 2025 - 08:00am to 11:39am MST
Sat, Nov 29, 2025 - 10:00am to 01:39pm MST
Thu, Dec 04, 2025 - 12:30pm to 04:09pm MST
Fri, Dec 19, 2025 - 08:00am to 11:39am MST
Tue, Jan 06, 2026 - 12:30pm to 04:09pm MST
Fri, Jan 23, 2026 - 08:00am to 11:39am MST
Sat, Jan 31, 2026 - 10:00am to 01:39pm MST
Thu, Feb 05, 2026 - 12:30pm to 04:09pm MST
Fri, Feb 20, 2026 - 08:00am to 11:39am MST
Mon, Mar 09, 2026 - 12:30pm to 04:09pm MDT
Fri, Mar 27, 2026 - 08:00am to 11:39am MDT
Sat, Mar 28, 2026 - 10:00am to 01:39pm MDT
Mon, Apr 13, 2026 - 12:30pm to 04:09pm MDT
Wed, Apr 29, 2026 - 08:00am to 11:39am MDT
Tue, May 05, 2026 - 12:30pm to 04:09pm MDT
Sat, May 16, 2026 - 08:00am to 11:39am MDT
Sat, May 30, 2026 - 10:00am to 01:39pm MDT
Fri, Jun 05, 2026 - 12:30pm to 04:09pm MDT
Wed, Jun 17, 2026 - 08:00am to 11:39am 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

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Overall:      4.6

Total Reviews: 16

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