Expand Your Analytical Toolbox More Tools for Success

Friday, May 23, 2025
Webcast or Webinar, Online
11:00AM - 2:39 PM (opens at 10:30AM) EST
4Credits
Technical Business

Registration is Open

Members
$129.00 Regular Price
Non-Members
$159.00 Regular Price

CPE PowerPass Users

Click the "Apply PowerPass" button to use your PowerPass for the applicable course below.
$80.00 Members / $112.00 Non-Members
Course Type: Webcast
Course Code: 25/AC983673
Level: Intermediate
Vendor: ACPEN
Field of Study: Business Management & Organization

Overview:

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.

Objectives:

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

Major Topics:

  • 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

Major Topics:

  • 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

Designed For:

CPAs and senior financial executives

Prerequisites:

None