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Seeing Beyond the Numbers: Financial Statement Analysis for CFO’s & Controllers

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David Peters, CFP, CPA, ChFC®, CLU

Peters Tax Preparation & Consulting, PC

Friday, February 07, 2020 | 02:00 PM EDT

  • CPA

1 Credit


Subject Area


Upcoming Webinars

Course Description

Budgeting is an essential tool for supporting business growth, improving profitability and gaining an edge in our fiercely competitive global economy. This webinar emphasizes on financial statement analysis using a practical approach to reading financial information.

This 1 CPE webinar presents the financial statements as a set of dynamic instruments that can be used for accurate, relevant, and timely financial decisions. You will focus on the economic and financial conditions that cause statements to change and discover how businesses can manage liquidity, debt, and profitability

Participants will learn about the various methods of analyzing firm performance, including using common size financial statements, vertical and horizontal analysis, as well as ratio analysis. Uses and limitations of various analytical tools will be addressed through a comprehensive case study.  Learn how to assist businesses by uncovering and examining clues using financial statement analysis. Review financial data from real organizations and practice calculating ratios, develop relationships and understand how the pieces all come together to tell the story of a business.

Learning Objectives

  • Compare andcontrast how different stakeholders utilize financial statements
  • Describe how flexible budgeting may be used by CFO's and Controllers
  • Describe how time series analysis and common size financial statements are used in trend analysis
  • Calculate liquidity, leverage, and profitability ratios
  • Describe the uses and limitations of ratio analysis

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Auditors
  • Business Owner
  • CFO/Controller
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Cybersecurity Pros
  • Enrolled Agent
  • Entrepreneurial Accountant
  • Outsourced CFO
  • QB Pro Advisor
  • Young CPA


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    [average] => 4.0000