Walter Haig’s Business Financial Health Checkup
Walter Haig’s Business Financial Health Checkup
CPE Credit:
8
Overview
Description:
This course fills an important need for both financial managers and accountants in the practice of public accounting by offering the tools to help ensure the future success of a business. Practical guidance for the effective use of benchmarking and analytical procedure is also provided.
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:
Accounting (8 CPE)
Instructor
Instructor:
Walter J. Haig
Additional Details
Who should attend:
This course is designed for practitioners who have the responsibility of analyzing the financial condition and organizational health of closely held companies.
Program Level:
Intermediate
Program Content:
The major topics that will be covered in this class include:
- How to use analytical procedures as a management tool to identify areas hindering the profitability of the entity
- How to use analytical procedures to identify misstatements in financial information
- Techniques for developing a “workable” business plan
- Recasting GAAP financial statements into powerful management tools
- Developing and using benchmarks to identify profitability problems
- Identifying profitability key factors
- The relationship of internal controls and the health of an entity
- Common weaknesses in the internal controls of SMEs using the guidelines in the COSO Report on Internal Controls and common internal controls to address those weaknesses
- How to create “goal” statements that achieve results
Learning Objectives:
After attending this presentation you will be able to…
- Identify common profitability key factors
- Recognize common “management” financial statements
- Analyze common internal controls utilized by non-public businesses
Prerequisites:
None
Advanced Preparation:
None
Developed By:
Walter J. Haig
Format:
Group-Internet-Based
Course Code:
WHBUSHC8
Our Partners
NASBA Sponsor
Walter Haig’s Business Financial Health Checkup
Course Code:
WHBUSHC8
Program Level:
Intermediate
Description:
This course fills an important need for both financial managers and accountants in the practice of public accounting by offering the tools to help ensure the future success of a business. Practical guidance for the effective use of benchmarking and analytical procedure is also provided.
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:
- How to use analytical procedures as a management tool to identify areas hindering the profitability of the entity
- How to use analytical procedures to identify misstatements in financial information
- Techniques for developing a “workable” business plan
- Recasting GAAP financial statements into powerful management tools
- Developing and using benchmarks to identify profitability problems
- Identifying profitability key factors
- The relationship of internal controls and the health of an entity
- Common weaknesses in the internal controls of SMEs using the guidelines in the COSO Report on Internal Controls and common internal controls to address those weaknesses
- How to create “goal” statements that achieve results
Learning Objectives:
After attending this presentation you will be able to…
- Identify common profitability key factors
- Recognize common “management” financial statements
- Analyze common internal controls utilized by non-public businesses
Who should attend:
This course is designed for practitioners who have the responsibility of analyzing the financial condition and organizational health of closely held companies.
Developed By:
Walter J. Haig
Instructor:
Walter J. Haig
CPE Credit:
8
Field of Study:
Accounting (8 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
$239.00
Upcoming Dates
- 5/30/2025 @ 9:00 AM
- 6/26/2025 @ 9:00 AM
- 7/31/2025 @ 9:00 AM
- 8/25/2025 @ 9:00 AM
- 9/23/2025 @ 9:00 AM
- 10/17/2025 @ 9:00 AM
- 11/25/2025 @ 9:00 AM
- 12/3/2025 @ 9:00 AM
- 1/29/2026 @ 9:00 AM
- 2/26/2026 @ 9:00 AM
- 3/23/2026 @ 9:00 AM
- 4/24/2026 @ 9:00 AM
All times are Eastern Time Zone
