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Live Webcast Replay

Financial Statement Analysis


Total Credits: 8 including 8 Accounting - Technical

Average Rating:
   4.6
Category:
Accounting and Auditing |  Partner Produced
Faculty:
Gary Hotchkiss
Course Levels:
Intermediate
Duration:
8 Hours
License:
Access for 30 day(s) after program date.

Dates



Description

This hands-on workshop presents a comprehensive analytical approach that will enable each participant to design, execute, and present the results of a comprehensive financial statement analysis in an understandable and meaningful manner. Various insightful and effective analytical tools and approaches are presented and used to actually perform in-depth analysis of live financial statements in the course of this workshop day. Accountants attending this seminar from public accounting have noted that this session provides them with greater insight into the potential for:

  • Effectively applied analytical procedures
  • Additional client services, as well as
  • Enhanced compliance with professional standards regarding the effective application of analytical procedures.

Basic Course Information

Learning Objectives
  • To provide a comprehensive, easily-applied, approach to financial statement analysis that employs basic to intermediate analytic approaches and tools and will enable each participant to provide insightful output to interested parties as a result of the analysis

Major Subjects
  • Why perform financial statement analysis
  • Trend (trend break) identification
  • Vertical & Horizontal trend analysis
  • Simple and Multi-Variable Regression analysis
  • The value, and meaning, of ratio analysis
  • Ratio analysis by category:
    • Profitability
    • Liquidity
    • Operating
    • Debt
  • DuPont analysis
  • Altman Z Score analysis

Course Materials

Faculty

Gary Hotchkiss Related seminars and products: 2


Gary’s professional career has encompassed public accounting in the capacity of staff to partner level in firms ranging from small to international practices, and industry experience at the controller and chief financial officer level. Gary’s experience also includes three years as a member of the Auditing Standards Board of the American Institute of Certified Public Accountants.  For several years, Gary served as the senior technical reviewer for the Texas Society of CPAs for peer reviews conducted in that state.  Various organizations such as the American Institute of Certified Public Accountants and state societies of CPAs have named Gary as their discussion leader of the year.  Participants have noted that he enhances his presentations by including real-life examples and drawing upon a “somewhat dry” sense of humor.

Gary, currently, is a partner in a small accounting practice in Dallas, Texas.  Additionally, Gary is the President of RealisticApproach Seminars, Inc.  RealisticApproach Seminars, Inc. develops and provides professional training, exclusively through state societies of CPAs, to CPAs throughout the country.


Dates

Wed, Mar 24, 2021 - 09:00am to 04:56pm EDT
Fri, Apr 30, 2021 - 09:00am to 04:56pm EDT

Additional Info

Basic Course Information

Prerequisites  None, however a general understanding of Sales and Use tax is helpful.
Advanced Preparation None
Designed For

Professional Accountants in Either Public Accounting or Industry and Government


Original Recording Date 05/19/2020
Yellow Book No
Course Developer

Gary Hotchkiss


Date Added to Catalog 02/26/2020

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
3
2
1

Overall:      4.6

Total Reviews: 31

Comments

Fritz W

"Very Satisfied as presented."

Dean B - Traverse City, Alabama

"Nothing specific to note. Thank you. Great CPE."

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