IRS Form 1099, 1099-NEC, and Form 1099-MISC: Advanced Issues and Updates

Financial Management Tools

$149.00

SKU: 410849

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: 1:00 PM ET End Time: 2:05 PM ET

Learning Objectives

* You will be able to review vital business objectives.

* You will be able to discuss Excel templates of value.

* You will be able to identify break even.

* You will be able to explain industry data.

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 ,CPE ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

Theran J. Welsh, CPA-SVA Certified Public Accountants

IRS Form 1099, 1099-NEC, and Form 1099-MISC: Advanced Issues and Updates

Financial Management Tools

$199.00

SKU: 407808

Description

Learn valuable financial management tools so that you may develop proficiency in producing and reading financial statements.
This topic will help develop proficiency in interpreting and using accounting information in planning, control and decision making. Emphasis will be placed on how to provide and interpret accounting information for the benefit of organization insiders. Learn to identify how financial statements interrelate and how to analyze financial transactions. Gain the ability to understand, use and generate accounting outputs designed to assist the managerial process.

Date: 2020-09-15 Start Time: 1:00 PM ET End Time: 2:30 PM ET

Learning Objectives

* You will be able to describe the income statement.

* You will be able to recognize theft and fraud prevention.

* You will be able to discuss the balance sheet.

* You will be able to review financial statements and terms.

Review of Financial Statements and Terms
• Important Accounting Terms
• Key Financial Statements

The Balance Sheet
• Assets: Valuation and Accounting Methods
• Liabilities
• Owner’s Equity
• Balance Sheet Analysis Tools

The Income Statement
• Revenue and Revenue Recognition
• Expenses and Accruals
• Cost Analysis
• Cost-Volume-Profit
• Income Statement Analysis Tools

The Statement of Cash Flow
• Cash Flow Measurement Areas
• Cash Operating Cycle

Theft and Fraud Prevention
• Accounting Shenanigans
• 5 Fundamentals of Fraud Prevention

AIPB ,CPE ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

Beverly Holmes, MBA, CHAE, CHTP-Alaska Pacific University