Common Issues with Financial Ratio Analysis

  • Accountant
  • CPA/ABV
  • CPA (CA)
  • CFE
  • CIA
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • IAP
  • MAFF
  • CIPM
  • CTP
  • CBA/MCBA
  • FPAC
  • CFIRS
  • CWS

Published: September, 2020

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  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Perspectives of Profit
    7 mins
  • Limitations of ratio Analysis
    23 mins
  • Earnings Quality
    37 mins
  • Changes in Accounting Principle
    43 mins
  • Impact on Ratio Analysis
    54 mins
  • Financial Statement Impacts
    58 mins

Course Description

Just seeking the data is base. However, when we analyze the data we get better understanding of the overall picture. Financial statements are nothing but base data for the business and its operations. Ratio analysis provides perspective to these numbers. 
From this angel, financial statements must be analyzed in order to fully understand the data presented. This webinar identifies common issues that should be considered when analyzing financial statements using financial ratios. 

Key Topics include:
  • Inherent limitations of financial ratio analysis.
  • Trends to consider to determine earnings quality, including the relationships between earnings, receivables, inventory, and cash flow.
  • The impact of changes in accounting principles and estimates and the impact of accounting errors.
  • Impact of foreign currency fluctuations from translating statements and from specific foreign exchange transactions.
  • A short case study of a NYSE traded company that issued fraudulent financial statements that were undetected even though there was limited correlation between earnings and cash flow.
  • Limitations of ratio analysis
  • Earnings quality
  • Impact of changes in accounting treatments
  • Impact of foreign currency fluctuations

The webinar also covers Financial Statement Analysis topics tested in the Certified Management Accountant (CMA) Part 2 examination as outlined by the CMA Part 2 exam content specification outline. It is a valuable webinar brushing up knowledge for the accounting, tax, and finance professionals. 

Learning Objectives

  • To explore the major limitations of ratio analysis.
  • To recognize the differences between accounting profit and economic profit and between book value and market value.
  • To identify the determinants and limitations of earnings quality.
  • To explore the relationships between earnings, cash flow, receivables, and inventory.
  • To describe how to adjust financial statements for changes in accounting treatments.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounts Director
  • Auditors
  • CEO
  • Chief Accounting Officer
  • Cloud Accountants
  • Cloud Firms
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Finance Director
  • Senior Accountant
  • Staff of Accounting Firm
  • VP Accounts
  • VP Finance
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1.5 CPE Credit of Accounting & Auditing for Certified Management Accountants (CMA)
  • 1.5 CPE Credit of Accounting for Certified Public Accountants (CPA-US)
  • 1.5 CPD Credit of Accounting for Chartered Professional Accountant (CPA Canada)
  • 1.5 CRE Credit of Treasury policies and procedures for Certified Treasury Professional (CTP)
  • 1.5 CRE Credit of Financial accounting concepts for Certified Corporate FP&A Professional (FPAC)
  • 1.5 CPD Credit of Financial Reporting for Accredited in Business Valuation (ABV)
  • 1.5 CPE Credit of Financial Accounting for Certified Internal Auditors (CIA)
  • 1.5 CPE Credit of Financial accounting for Certified Valuation Analyst (CVA)
  • 1.5 PL Credit of Accounting for Chartered Financial Analyst (CFA)
  • 1.5 CPE Credit of Accounting for Internal Audit Practitioner (IAP)
  • 1.5 CPE Credit of Financial accounting for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 1.5 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1.5 CE Credit for Certified Wealth Strategist (CWS)
  • 1.5 General Credit of Accounting for Accountant/Bookeeper
  • 1.5 CPE Credit for Master Analyst In Financial Forensics (MAFF)
  • 1.5 CPE Credit of Accounting for Certified Fraud Examiner (CFE)
  • 1.5 PL Credit of Accounting for Certificate In Investment Performance Measurement (CIPM)

Additional details

  • Course Level :
    Basic
  • Credits :
    1.5
  • Instructional Method :
    QAS Self Study
  • 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

Thomas Coghlan

Founder & CEO, CPE University, LLC

He has worked at the intersection of entrepreneurship, business leadership, technology, and education for over 25 years, resulting in a wide range of skills and experiences...

Entrepreneur:

  • Founder and CEO of two successful businesses: Appitur® Co. (EdTech) and CPE University (training for accountants).
  • Advisor and investor for startups in food services, online retail, and technology.

Business Leadership:

  • Progressively responsible roles for multi-national firms in the manufacturing and software industries (Controller -> CFO and IT Director -> VP of Client Services).

Technology:

  • Business Fellow for the Analytics Center of Excellence at Villanova University School of Business.
  • Sold and delivered over $4 million of successful consulting projects.

Education:

  • Developed and delivered over 1,300 hours of live Continuing Professional Education (CPE) for financial professionals.
  • Created and taught undergrad and MBA courses in accounting and analytics for a top US university.

About Company

CPE University, LLC

www.thecpeuniversity.com

Building a career is challenging, with many factors seeming to be out of your control. Making an investment in yourself through professional certifications and continuing education separates you from everyone else. CPE University's programs are designed to help you develop new skills, differentiate yourself, and “Achieve Your Strategic Advantage”.

For over 15 years we have leveraged deep subject matter expertise and cutting-edge online course delivery to provide in-depth programs for a reasonable investment. Let CPE University help you “Achieve Your Strategic Advantage”.

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.
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  • 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

4.6

17 Ratings

Excellent

12

Very Good

4

Average

1

Poor

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Terrible

0

DA

Dewey Adams, CMA, CPA (US)

Dec 13th, 2020

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