Financial Statement Presentation, Disclosure, and Analysis

CPE Credit:

Overview

Description:

This comprehensive session is a must-attend event for accountants who prepare financial statements and want to explore best practices for discerning the stories told by financial statements. We discuss salient requirements for presenting financial information while considering the critical role of disclosure for lending relevance to financial statements. We also explore techniques that will allow participants to perform meaningful financial statement analysis and effectively communicate conclusions to decision-makers and other stakeholders. 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 (8 CPE)

Instructor

Instructor:

Dr. Christopher J. Harper, CPA, MBA

Additional Details

Who should attend:

CPAs in public practice or members in industry.

Program Level:

Intermediate

Program Content:

The major topics that will be covered in this course include:

U.S. GAAP and Special purpose frameworks
Form and content of financial statements: Balance sheets; Income statements; Statements of cash flows; Retained earnings and/or owners’ equity statements; Comprehensive income; Supplementary information
Comparative vs. single-period financial statements
Sufficiency of disclosures
Illustrative disclosures frequently encountered in small-to-medium reporting entities
Industry-specific nuances
Purposes of financial statement analysis
Trend analysis and vertical & horizontal analysis
Simple and multivariate regression
Analysis of metrics
Assessment of liquidity, solvency, and profitability
Using data visualizations
The role of qualitative factors

Learning Objectives:

After attending this presentation, you will be able to…

Utilize resources for financial statement preparation.
Identify efficient methods for preparing financial statements and related disclosures.
Recognize techniques for financial statement analysis.
Identify tools that facilitate analysis and apply tools and techniques to actual financial statements.

Prerequisites:

Basic working knowledge of financial statements.

Advanced Preparation:

None

Developed By:

Chris Harper, CPA

Format:

Group-Internet-Based

Course Code:

HDCHFSP8

Registration:

$239.00

Attendee Information

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