Benchmarking Mastery: Comparative Company Analysis 1 Credit
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Nov 18, 2024 | 10:00 AM
ET
Are you ready to unlock the secrets of financial benchmarking? Dive into the intricate world of comparative company analysis with our comprehensive webinar, "Benchmarking Mastery: Comparative Company Analysis." It takes you on a journey through the essential principles and advanced strategies used to assess a company's performance, financial well-being, and strategic positioning concerning its peers and the broader industry. Benchmarking is a critical technique that offers crucial insights into a company's relative performance and market position, making it an indispensable tool for strategic planning, investment decision-making, and financial analysis.
Our CPE Finance Course provides a comprehensive learning experience, blending profound theoretical knowledge with practical applications, real-world case studies, and invaluable industry insights. You will acquire the skills required for proficient benchmarking analysis. You will delve into diverse benchmarking methodologies, mastering the collection, analysis, and interpretation of pertinent data. Most importantly, you will grasp the implications of your analyses and discover how to leverage them for strategic decision-making and financial planning.
Major topics
In addition to providing a robust theoretical foundation, our course by Gregory Holzel prioritizes practical applicability. This focus ensures that you can seamlessly translate your newfound benchmarking skills into actionable and insightful analyses in your professional career, immediately applying what you've learned. With the ability to assess a company's performance and financial health in the context of its industry and peers, you'll be better equipped to make informed decisions and strategic plans.
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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Gregory Holzel is an accomplished accountant and Certified Public Accountant (CPA) with expertise in financial analysis, auditing, and budgeting.
Education: Gregory holds an MBA with a concentration in Finance, graduating magna cum laude from Shippensburg University in May 2023. During his studies, he achieved a remarkable GPA of 3.82. Prior to his MBA, he completed a Bachelor's degree in Accounting at Central Penn College in Summerdale, PA, graduating magna cum laude in 2021. Gregory also served as a tutor during his undergraduate studies.
Experience: Gregory has gained valuable experience in the accounting field through various roles. As a Senior Auditor at S.R. Snodgrass, P.C. in King of Prussia, PA from 2021 to 2023, he audited financial statements and provided assurance services for financial institutions and employee benefit plans. His responsibilities included preparing audit work papers, documenting audit tests and findings, and preparing reports for management review. In June 2023, Gregory launched GT Financials PLLC, a company that offers accounting and financial services to small businesses.
Before transitioning into the role of a Senior Auditor, Gregory served as a Senior Staff Accountant at Fleet Repair Solutions in Grantville, PA, from 2018 to 2021. In this position, he conducted detailed financial analysis, prepared financial statements, and played a vital role in budget preparation and month-end closing. Gregory was also responsible for designing, implementing, and maintaining accounting policies, procedures, and controls.
Certification: Gregory Holzel became a Certified Public Accountant (CPA) in 2023, further demonstrating his commitment to professionalism and expertise in the field.
Skills: With a strong background in accounting and finance, Gregory possesses a wide range of skills. His areas of expertise include financial planning and analysis (FP&A), financial reporting, payroll, auditing, budget preparation, variance analysis, and cost accounting. He is proficient in utilizing tools such as QuickBooks desktop and QuickBooks online (QBO), SQL, and Microsoft Office, particularly Excel at an expert level. Additionally, Gregory has experience working with SAP and is familiar with nonprofit accounting, public accounting, and private industry practices.
Gregory Holzel is a dedicated and knowledgeable professional who consistently strives for excellence in the field of accounting. His combination of education, certifications, and practical experience makes him a valuable asset in any accounting or finance role.
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To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
Very interesting topic. Great knowledge share on importance of benchmarking and how to use different types of benchmarking. Good explanation of various phases of benchmarking with some good examples. Really good learning from this session.
KL
The webinar was very informative and detailed and gave me a new ideas I'm benchmarking.
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