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"Financial professionals sometimes get so wrapped up in the preparation process that we forget how to step back and see what it all means. Learn how play detective and dissect the clues to what a business is experiencing by using financial statement analysis. We will review financial data from real organizations and practice calculating ratios, develop relationships and understand how the pieces all come together to tell us the story of a business.
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7/21/2015
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When:
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7/21/2015
9:30 AM - 5:30 PM
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Where:
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Webcast/Webinar
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Presenter:
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Alisa Lee Hunt
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Contact:
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April Deneault
801-834-6634
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Online registration is closed.
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« Go to Upcoming Event List
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Financial professionals sometimes get so wrapped up in the preparation process that we forget how to step back and see what it all means. Learn how play detective and dissect the clues to what a business is experiencing by using financial statement analysis. We will review financial data from real organizations and practice calculating ratios, develop relationships and understand how the pieces all come together to tell us the story of a business.
Objectives:
Identify what the balance sheet tells you about a company and why its categories are important in financial statement analysis.
Determine a statement of cash flow's relationship to the other statements and understand its relationship to the big picture.
Identify how to pull out major issues from an income statement.
Determine how to better evaluate budget to actual reports.
Identify what other information is key to understanding an organization's financial position.
Major Subjects:
Income statement: What it brings to the table
What a statement of cash flows tells us about the management of an organization
The interrelationships of the numbers
Reading and understanding budget to actual reports
Other information necessary to tell the story of what an organization is doing
Tips and ideas to use in tracking the story of your organization
Designed For:
CPAs and financial professionals.
Prerequisite: An understanding of financial statements and the interrelationships between the statements. as well as experience in preparing financial statements.
Advanced Prep: None
Speaker: Alisa Lee Hunt
Vendor: CalCPA
Field of Study: Management
Level: Intermediate
CPE Credit: 8 Hours
Acronym: FNSA
Registration Fees:
Members: $275
Nonmembers: $375
Meet the Speaker:
Alisa L. Hunt, CPA, is the president of Day 2 Day Business, Inc. a firm set up to assist clients with understanding financial information. After 15 years of practice in accounting where she discovered that a major problem was the communication of financial data and now she assists those in the financial world with communication of financial information to others. She has been teaching on the communication of financial information for the last several years and has spoken throughout the United States, in Canada and the United Kingdom. Alisa is a professor teaching accounting and business to undergraduate and graduate students in Connecticut. She teaches Finance, Accounting, Creativity, Diversity and Leadership classes.
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