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Financial Intelligence for Entrepreneurs, Executives, and Directors

  • Accountant
  • CPA/ABV
  • CGFM
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • ChFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CBA/MCBA
  • FPAC
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

Great entrepreneurs, executives, and directors know when they are talking dollars, they are making sense. When they look at a set of financial statements, they can immediately evaluate performance, identify issues, and probe for insight. Whether they are in the boardroom, at a conference, or at a meeting for dinner, they are comfortable talking about the numbers to raise money, negotiate deals, or make investment decisions. Financial intelligence gives these senior people their swagger.

This online CPE course is uniquely designed to show you how seasoned executives act and sound like financial experts without dwelling on the details of how one prepares financial reports and analyses. The emphasis of this online continuing education course is on the users of financial information and serving their needs to make better decisions.

In this continuing professional education course, you will learn to look at financial statements through the eyes of a seasoned executive. You will learn how to probe into issues of performance and identify the root causes. You will learn to rise above the preparation aspects of accounting and finance that bog down many new financial professionals and scare most non-financial professionals. The insights will help you negotiate your next financing or make your next investment decision. Regardless of whether you have a financial background or not, you will benefit from taking this course to hone your financial intelligence.

Major topics covered in this online CPE finance webinar:

  • Who uses the financial information and for what purpose?
  • Where does financial information come from?
  • Internal controls and why you should care?
  • What are the accounting rules?
  • How to read the income statement in the right way?
  • How do analyze income to evaluate performance?
  • You do it: analyze this income statement
  • Sorting good assets from bad
  • Assessing the money, you owe to others
  • How you should think about equity?
  • Setting financing strategy
  • You do it: analyze this balance sheet
  • Evaluating cash flow and the capital allocation decisions
  • You do it: analyze this cash flow statement
  • What to watch for in the notes to the financial statements
  • Drilling into performance issues with variance analysis
  • Understanding cost behavior to predict profitability
  • Managing the budget process
  • Evaluating a capital budgeting analysis to determine whether to invest
  • Assessing your finance function

Learning Objectives

  • To identify the users and their needs
  • To recognize the importance of accounting processes, systems, and internal controls
  • To analyze financial statements to evaluate performance, financial strength, and cash flow generation
  • To evaluate variances and the root cause of performance
  • To assess costing analysis and decisions of operating leverage
  • To know how to make investment decisions and critically analyze forecasts

Recommended For

  • This online Finance CPE webinar is recommended for CPA, CMA, CFO, CEO, Business Owners, and Other Finance professionals desiring to upgrade their financial intelligence.
  • New financial professionals have yet to develop skills beyond preparing financial reports and analysis.
  • Non-financial entrepreneurs, executives, and directors seeking to develop financial acumen.

Who Should Attend?

  • Assistant Controllers
  • Business Owner
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • Certified Valuation Analysts
  • CFO/Controller
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Finance Director
  • Finance Pros
  • Outsourced CFO
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 4 PL Credit for Chartered Financial Analyst (CFA)
  • 4 CPE Credit of Finance for Certified Valuation Analyst (CVA)
  • 4 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 4 CPE Credit for Certified Management Accountants (CMA)
  • 4 CPD Credit of Finance for Accredited in Business Valuation (ABV)
  • 4 CPE Credit of Finance for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 4 CPE Credit for Chartered Financial Consultant (ChFC)
  • 4 CPE Credit for Financial Services Certified Professional (FSCP)
  • 4 CPE Credit for Chartered Advisor in Senior Living (CASL)
  • 4 CPE Credit for Retirement Income Certified Professional (RICP)
  • 4 CPE Credit for Wealth Management Certified Professional (WMCP)
  • 4 PL Credit for Certificate In Investment Performance Measurement (CIPM)
  • 4 CRE Credit for Certified Corporate FP&A Professional (FPAC)
  • 4 CPE Credit for Certified Government Financial Manager (CGFM)
  • 4 CPE Credit for Chartered Special Needs Consultant (ChSNC)
  • 4 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 4 CE Credit for Certified Wealth Strategist (CWS)
  • 4 General Credit for Accountant/Bookkeeper/Tax Professionals

Additional details

  • Course Level :
    Basic
  • Credits :
    4
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Presenter

About Presenter

Blair Cook, CPA (US), CA - ICAEW, MBA

Partner, Executive Finance Partner Inc.

Blair is a many-time and active financial executive, corporate director, author, speaker, and thought leader.  His educational videos of accounting and finance have million of views on YouTube. He has keynoted and spoken at national conferences from New York to Toronto. Along with Jen, he co-hosts CPA Canada’s podcast series “CPA Success Podcast.” He works with real businesses experimenting with theories and best practices to share his experiences and stories with others of what works, what doesn’t, and what was learned.  He is the author of The Illiterate Executive: An Executive’s Handbook for Mastering Financial Acumen.


About Company

Executive Finance Partner Inc.

www.executivefinance.ca/

Executive Finance Partners is a globally focused professional development, strategic consulting, and thought leadership firm. We are a group of passionate financial executives and professional corporate directors focused on development of aspiring finance executives.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.1

22 Ratings

Excellent

10

Very Good

6

Average

4

Poor

2

Terrible

0

HS

Henry Staaterman, CPA (US)

May 15th, 2022

no

AS

Andy Smith, CPA/ABV, CPA (US)

Dec 16th, 2021

-

DW

Diane Wooten, CPA (US)

Jan 3rd, 2022

The course was marketed for CPA CPE but in the first five minutes (after I had paid for the course) they tell you it is not a course for Accounting and Finance professionals.

Financial Intelligence for Entrepreneurs, Executives, and Directors

PREMIUM

4 Credits

Subject Area

Finance

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