Achieve Competency in Three Basic Tool Categories - Master the Fundamentals
Total Credits: 4 including 4 Business Management & Organization - Non-technical
- Average Rating:
- 16
- Categories:
- ACPEN Industry Institute | Practice Management | Professional Development
- Faculty:
- William F. O’Brien, MBA, CPA
- Course Levels:
- Intermediate
- Duration:
- 4 Hours
- License:
- Expires 30 day(s) after program date.
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 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
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Thu, Jun 05, 2025 - 7:00 PM to 10:33 PM EDT
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Sat, Jun 14, 2025 - 1:00 PM to 4:33 PM EDT
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Fri, Jun 27, 2025 - 3:00 PM to 6:33 PM EDT
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Thu, Jul 10, 2025 - 10:00 AM to 1:33 PM EDT
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Sat, Jul 19, 2025 - 11:00 AM to 2:33 PM EDT
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Tue, Jul 22, 2025 - 2:30 PM to 6:03 PM EDT
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Wed, Aug 13, 2025 - 10:00 AM to 1:33 PM EDT
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Mon, Aug 25, 2025 - 2:30 PM to 6:03 PM EDT
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Fri, Sep 05, 2025 - 10:00 AM to 1:33 PM EDT
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Tue, Sep 16, 2025 - 2:30 PM to 6:03 PM EDT
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Sat, Sep 20, 2025 - 11:00 AM to 2:33 PM EDT
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Thu, Oct 02, 2025 - 10:00 AM to 1:33 PM EDT
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Mon, Oct 27, 2025 - 2:30 PM to 6:03 PM EDT
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Thu, Nov 06, 2025 - 10:00 AM to 1:33 PM EST
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Sat, Nov 15, 2025 - 11:00 AM to 2:33 PM EST
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Wed, Nov 19, 2025 - 2:30 PM to 6:03 PM EST
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Thu, Dec 04, 2025 - 10:00 AM to 1:33 PM EST
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Fri, Dec 19, 2025 - 2:30 PM to 6:03 PM EST
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Tue, Jan 06, 2026 - 10:00 AM to 1:33 PM EST
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Sat, Jan 17, 2026 - 11:00 AM to 2:33 PM EST
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Fri, Jan 23, 2026 - 2:30 PM to 6:03 PM EST
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Thu, Feb 05, 2026 - 10:00 AM to 1:33 PM EST
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Fri, Feb 20, 2026 - 2:30 PM to 6:03 PM EST
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Mon, Mar 09, 2026 - 10:00 AM to 1:33 PM EDT
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Sat, Mar 21, 2026 - 11:00 AM to 2:33 PM EDT
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Fri, Mar 27, 2026 - 2:30 PM to 6:03 PM EDT
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Mon, Apr 13, 2026 - 10:00 AM to 1:33 PM EDT
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Wed, Apr 29, 2026 - 2:30 PM to 6:03 PM EDT
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Tue, May 05, 2026 - 10:00 AM to 1:33 PM EDT
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Sat, May 16, 2026 - 11:00 AM to 2:33 PM EDT
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Sat, May 16, 2026 - 2:30 PM to 6:03 PM EDT
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Fri, Jun 05, 2026 - 10:00 AM to 1:33 PM EDT
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Wed, Jun 17, 2026 - 2:30 PM to 6:03 PM EDT
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Additional Info
Basic Course Information
Prerequisites NoneAdvanced 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 PolicyPlease 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
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