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The Pocket CFO: Tools and Metrics

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Course Description

Youll find ratios, formulas, guidelines, and rules of thumb to help analyze and evaluate any business-related problem. Throughout, youll find this course practical, quick, and useful. Part I takes you through accounting principles and guidelines for evaluating a companys financial health. You will have an increased understanding of various financial statements and their implications. You will be exposed to Corporate Responsibility Law, better known as the Sarbanes-Oxley (SOX) Act. Part II takes a look at financial analysis tools, financial metrics, and financing methods for decision making. Part III takes you through the seemingly complex world of quantitative analysis. Youll use statistics for forecasting and validity testing. Decision theories include linear programming, learning curve theory, and queuing models; these are presented concisely and comprehensively to help you use such sophisticated techniques with relative ease. And, youll learn how computer applications facilitate the many complex procedures. This course has been designed in question-and-answer format in order to address the pertinent issues that come up during the course of business.

Learning Objectives

Chapter 1 Financial Statements, the Sarbanes-Oxley Act, and Corporate Governance Upon completion of this chapter, you will be able to Explain financial statements and their significance. Analyze the cash flow position of a company. List other crucial information the annual report contains. Discuss the management's discussion and analysis (MD&A) section of an annual report and how useful it is to the user. Discuss the Sarbanes-Oxley (SOX) Act that led to new corporate financial reporting. Chapter 2 How to Evaluate and Improve a Companys Financial Performance Upon completion of this chapter, you will be able to Discuss the role of financial statement analysis. Differentiate between the industry comparison and trend analysis. List the major categories of financial ratios. Compare and contrast the original ROI and its breakdown--the Du Pont Formula. Diagram the margin-turnover relationship. Detail the relationship between ROI and return on equity (ROE). Illustrate the role of financial leverage in improving return to stockholders. Chapter 3 Internal Accounting Applications for Your Company Upon completion of this chapter, you will be able to Differentiate between residual income and Economic Value Added (EVA). Use contribution margin analyses to make short-term decisions. Discuss budgeting as a planning tool. Explain variance analysis as a control device. Demonstrate how life-cycle costing works. State the role of target pricing and illustrate how it differ from cost-plus pricing. Compare and contrast a balanced scorecard and traditional performance measurement. Chapter 4 Cost-Profit-Volume Analysis, Operating Leverage, and Discounting Analysis Upon completion of this chapter, you will be able to Define cost-volume-profit (CVP) analysis. Use CVP analysis in solving business problems. Perform "what if" analysis. Demonstrate the impact of a change in sales mix on profits. Defines leverage and list the types of leverage. Calculate present (discounting) and future (compound) values. List some applications of present and compound values. Chapter 5 Capital Budgeting Upon completion of this chapter, you will be able to State the uses of capital budgeting. List and summarize the popular evaluation techniques. Rank investment projects in order of preference. Choose between mutually exclusive investments. Discuss the role of income tax factors in investment decisions. Decide whether to lease or purchase a piece of equipment. Chapter 6 Assets Management, Financing Techniques, and Portfolio Theory Upon completion of this chapter, you will be able to Demonstrate the risk-return trade-off in current versus fixed assets. Discuss cash management. Properly manage your working capital such as accounts receivable and inventory. Select an investment portfolio that fits your investment goal. Evaluate financing alternatives. Diversify to spread your risks. Distinguish between the Capital Asset Pricing Model (CAPM) and the Arbitrage Pricing Model (APM). Chapter 7 Decision Making with Statistics and Forecasting Upon completion of this chapter, you will be able to List the types of a mean and illustrate how they are used. Differentiate between moving averages and exponential smoothing. Discuss regression analysis and its applications. in business. Use regression for trend analysis. List types of statistics you should look for in regression analysis. Measure forecasting errors. Choose the best forecasting equation. Chapter 8 Making Use of Quantitative Decision Making Upon completion of this chapter, you will be able to Define decision making under conflict. Demonstrate how a zero sum game works. Construct a decision tree. List applications of linear programming. Explain how learning curves affect you labor cost structure. Order when and how much. Discuss the purpose of queuing theory.

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Learning Format 24.0 Hours
Self-Study / On-Demand

Credit Type(s)
Statistics Business Mgmt & Org Accounting

Knowledge Level
Overview