June 17, 2026

Vendor Webinar

4 CPE

Achieve Competency in Three Basic Tool Categories - Master the Fundamentals

June 17, 2026
Vendor Webinar
4 CPE

Achieve Competency in Three Basic Tool Categories - Master the Fundamentals

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.

Learning Objectives

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

Major Topics

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

 

CPE Credits Available

4 CPE
4
General

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs and senior financial executives

Provider

ACPEN

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