Description
Learn valuable financial management tools so that you may develop proficiency in producing and reading financial statements.This course will provide numerous benefits for your business and its strategic planning. It will provide clarity and direction on how to ensure everyone in your organization is aligned with the same goals. It will look at performance measurements that will help you identify areas of strength and areas that need improvement. The program will look at making datadriven decisions and the financial health of your organization to help maintain a healthy bottom line. This topic will take a look at a case study that will allow you to draw lessons from real life scenarios. Incorporating these items into your business planning process will result in a wellinformed, datadriven, and strategically sound approach to achieving your objectives.
Date: 2023-10-18 Start Time: End Time:
Learning Objectives
Best in Class
• Concentrate on What Will Produce Results Rather Than on the Results , the Process Rather Than the Prize. -Bill Walsh
• I Skate to Where the Puck Is Going to Be, Not Where It Has Been. — Wayne Gretzky
Vital Business Objectives
• What Are the Initiatives for the Upcoming Year?
• What Specific Strategics Will You Implement?
• What Are Your Critical Success Factors?
• What Tool Will You Use to Accomplish This?
Balanced Scorecard
• Financial Perspective
• Customer Perspective
• Internal Process Perspective
• Learning and Growth Perspective
• Objectives
• Measures
• Targets
• Initiatives
Excel Templates of Value
• Liquidity Ratios
• Profitability Ratios
• Leverage Ratios
• Efficiency Ratios
• Productivity Ratios
• Sales Performance
Strategic Profit Model
• Net Income Before Tax
• Asset Turnover
• Return on Assets
• Financial Leverage
• Return on Equity
Break Even
• Margin Increase
• Expense Decrease
Industry Data
• Flaws
• Benefits
• Improvisations
Case Study
• Playmaker LLC
• Financials as of 12.31
AIPB ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.
Theran J. Welsh, CPA-Playmaker, LLC
