Seeing Beyond the Numbers: Analysis for CFOs & Controllers
Seeing Beyond the Numbers: Analysis for CFOs & Controllers
CPE Credit:
4
Overview
Description:
Financial statements are a window into what is going on in the day-to-day operations of the company. They help us see what the company’s strengths and weaknesses are. However, financial statements can often have different messages depending on the user.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Field of Study:
Finance (4.0 CPE)
Instructor
Instructor:
David Peters
Additional Details
Who should attend:
Controllers or accountants who are involved in the financial reporting functions of their companies and looking to improve their review skills.
Program Level:
Overview
Program Content:
The major topics that will be covered in this class include:
- Purpose of Financial Statement Analysis
- Comparing Actuals vs. Expectations & Benchmarking
- Case Studies 1 & 2
- Ratio Analysis
- Case Study 3
- Analysis of Statement of Cash Flows
- Case Studies 4 & 5
- Other Uses of Ratios
Learning Objectives:
After attending this presentation, you will be able to…
- Indicate how different stakeholders utilize financial statements
- Recognize how flexible budgeting may be used by CFOs and Controllers
- Recall how time series analysis and common size financial statements are used in trend analysis
- Calculate liquidity, leverage, and profitability ratios
- Identify the uses and limitations of ratio analysis
Prerequisites:
None
Advanced Preparation:
None
Developed By:
Peters Professional Education LLC
Format:
Group-Internet-Based
Course Code:
PEDPSBM4
Our Partners
NASBA Sponsor
Seeing Beyond the Numbers: Analysis for CFOs & Controllers
Course Code:
PEDPSBM4
Program Level:
Overview
Description:
Financial statements are a window into what is going on in the day-to-day operations of the company. They help us see what the company’s strengths and weaknesses are. However, financial statements can often have different messages depending on the user.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Program Content:
The major topics that will be covered in this class include:
- Purpose of Financial Statement Analysis
- Comparing Actuals vs. Expectations & Benchmarking
- Case Studies 1 & 2
- Ratio Analysis
- Case Study 3
- Analysis of Statement of Cash Flows
- Case Studies 4 & 5
- Other Uses of Ratios
Learning Objectives:
After attending this presentation, you will be able to…
- Indicate how different stakeholders utilize financial statements
- Recognize how flexible budgeting may be used by CFOs and Controllers
- Recall how time series analysis and common size financial statements are used in trend analysis
- Calculate liquidity, leverage, and profitability ratios
- Identify the uses and limitations of ratio analysis
Who should attend:
Controllers or accountants who are involved in the financial reporting functions of their companies and looking to improve their review skills.
Developed By:
Peters Professional Education LLC
Instructor:
David Peters
CPE Credit:
4
Field of Study:
Finance (4.0 CPE)
Prerequisites:
None
Advanced Preparation:
None
Format:
Group-Internet-Based
OR
Register By Phone: Call 877.370.2220 and press “1” for the webinar hotline to register
Price
Single Registration
$149.00
Upcoming Dates
- 5/28/2025 @ 9:00 AM
- 6/4/2025 @ 11:00 AM
- 6/28/2025 @ 9:00 AM
- 7/24/2025 @ 9:30 AM
- 7/30/2025 @ 9:30 AM
- 8/1/2025 @ 12:00 PM
- 8/29/2025 @ 2:00 PM
- 9/19/2025 @ 12:00 PM
- 9/26/2025 @ 9:00 AM
- 10/13/2025 @ 11:00 AM
- 10/27/2025 @ 9:30 AM
- 10/29/2025 @ 2:00 PM
- 11/3/2025 @ 12:00 PM
- 11/28/2025 @ 9:00 AM
- 11/29/2025 @ 9:30 AM
- 12/4/2025 @ 12:00 PM
- 12/22/2025 @ 1:00 PM
- 12/31/2025 @ 1:30 PM
- 1/9/2026 @ 11:00 AM
- 1/23/2026 @ 1:00 PM
- 1/28/2026 @ 1:30 PM
- 2/9/2026 @ 9:30 AM
- 2/20/2026 @ 9:00 AM
- 2/23/2026 @ 1:00 PM
- 3/2/2026 @ 12:00 PM
- 3/27/2026 @ 2:00 PM
- 3/30/2026 @ 1:30 PM
- 4/16/2026 @ 11:00 AM
- 4/29/2026 @ 10:00 AM
- 4/30/2026 @ 9:00 AM
All times are Eastern Time Zone
