Expand Your Analytical Toolbox More Tools for Success
Total Credits: 4 including 4 Business Management & Organization - Non-technical
- Average Rating:
- 30
- Categories:
- ACPEN Industry Institute | Practice Management
- Faculty:
- William F. O’Brien, MBA, CPA
- Course Levels:
- Intermediate
- Duration:
- 4 Hours
- License:
- Expires 30 day(s) after program date.
Description
Valuation techniques and cash management activities are two other tool categories that can round out your analytical toolbox. In this course we will initially discuss how to turn your financial plan into a powerful valuation engine. We then will discuss the formation of an efficient cash management program based on solid banker relationships. Finally, we will review Ten Steps for keeping your financial toolbox full.
Basic Course Information
Learning Objectives- Using forecasting as a valuation tool
- Enhancing your banking relationships
- Keeping your tool box full
Major Subjects
- 5 step valuation process
- 2 specific valuation approaches
- The Gordon Model
- 10 thoughts on banker selection
- Rating your bank
- 10 hints for keeping your toolbox full
Course Materials
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase | ||
| Expand Your Analytical Toolbox More Tools for Success Handout (1.5 MB) | Available after Purchase | ||
| CFC2Text_handout (301 KB) | Available after Purchase | ||
| CFC2Text_handout Additional (626 KB) | Available after Purchase | ||
Faculty
William F. O’Brien, MBA, CPA Related Seminars and Products
WILLIAM F. O’BRIEN, MBA, CPA, is a financial management consultant and educator with over 40 years of experience. He has held senior financial management positions with Intel Corporation and ROLM Corporation and served as CFO for several emerging high technology companies. Mr. O’Brien has extensive experience in corporate planning, financial analysis, cash management and managerial accounting in both domestic and international settings. He has served on the faculties of Santa Clara University and San Jose State University and is a frequent financial seminar speaker in both the U.S. and abroad.
Dates
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Sat, Sep 27, 2025 - 9:00 AM to 12:39 PM PDT
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Thu, Oct 02, 2025 - 11:30 AM to 3:09 PM PDT
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Thu, Oct 16, 2025 - 7:00 AM to 10:39 AM PDT
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Tue, Oct 21, 2025 - 7:00 AM to 10:39 AM PDT
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Mon, Oct 27, 2025 - 7:00 AM to 10:39 AM PDT
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Thu, Nov 06, 2025 - 11:30 AM to 3:09 PM PST
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Tue, Nov 18, 2025 - 7:00 AM to 10:39 AM PST
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Wed, Nov 19, 2025 - 7:00 AM to 10:39 AM PST
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Sat, Nov 29, 2025 - 9:00 AM to 12:39 PM PST
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Thu, Dec 04, 2025 - 11:30 AM to 3:09 PM PST
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Tue, Dec 16, 2025 - 7:00 AM to 10:39 AM PST
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Fri, Dec 19, 2025 - 7:00 AM to 10:39 AM PST
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Tue, Jan 06, 2026 - 11:30 AM to 3:09 PM PST
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Fri, Jan 16, 2026 - 7:00 AM to 10:39 AM PST
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Tue, Jan 20, 2026 - 7:00 AM to 10:39 AM PST
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Fri, Jan 23, 2026 - 7:00 AM to 10:39 AM PST
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Sat, Jan 31, 2026 - 9:00 AM to 12:39 PM PST
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Thu, Feb 05, 2026 - 11:30 AM to 3:09 PM PST
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Mon, Feb 16, 2026 - 7:00 AM to 10:39 AM PST
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Tue, Feb 17, 2026 - 7:00 AM to 10:39 AM PST
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Fri, Feb 20, 2026 - 7:00 AM to 10:39 AM PST
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Mon, Mar 09, 2026 - 11:30 AM to 3:09 PM PDT
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Mon, Mar 16, 2026 - 7:00 AM to 10:39 AM PDT
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Tue, Mar 17, 2026 - 7:00 AM to 10:39 AM PDT
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Fri, Mar 27, 2026 - 7:00 AM to 10:39 AM PDT
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Sat, Mar 28, 2026 - 9:00 AM to 12:39 PM PDT
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Mon, Apr 13, 2026 - 11:30 AM to 3:09 PM PDT
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Thu, Apr 16, 2026 - 7:00 AM to 10:39 AM PDT
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Tue, Apr 21, 2026 - 7:00 AM to 10:39 AM PDT
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Wed, Apr 29, 2026 - 7:00 AM to 10:39 AM PDT
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Tue, May 05, 2026 - 11:30 AM to 3:09 PM PDT
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Sat, May 16, 2026 - 7:00 AM to 10:39 AM PDT
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Tue, May 19, 2026 - 7:00 AM to 10:39 AM PDT
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Sat, May 30, 2026 - 9:00 AM to 12:39 PM PDT
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Fri, Jun 05, 2026 - 11:30 AM to 3:09 PM PDT
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Tue, Jun 16, 2026 - 7:00 AM to 10:39 AM PDT
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Wed, Jun 17, 2026 - 7:00 AM to 10:39 AM PDT
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Thu, Jul 02, 2026 - 11:00 AM to 2:39 PM PDT
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Thu, Jul 16, 2026 - 7:00 AM to 10:39 AM PDT
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Tue, Jul 21, 2026 - 7:00 AM to 10:39 AM PDT
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Thu, Aug 06, 2026 - 11:00 AM to 2:39 PM PDT
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Tue, Aug 18, 2026 - 7:00 AM to 10:39 AM PDT
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Thu, Sep 03, 2026 - 11:00 AM to 2:39 PM PDT
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Tue, Sep 15, 2026 - 7:00 AM to 10:39 AM PDT
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Thu, Oct 01, 2026 - 11:00 AM to 2:39 PM PDT
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Tue, Oct 20, 2026 - 7:00 AM to 10:39 AM PDT
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Thu, Nov 05, 2026 - 11:00 AM to 2:39 PM PST
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Tue, Nov 17, 2026 - 7:00 AM to 10:39 AM PST
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Thu, Dec 03, 2026 - 11:00 AM to 2:39 PM PST
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Sat, Dec 12, 2026 - 7:00 AM to 10:39 AM PST
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Tue, Dec 15, 2026 - 7:00 AM to 10:39 AM PST
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Sat, Dec 26, 2026 - 7:00 AM to 10:39 AM PST
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Thu, Jan 07, 2027 - 11:00 AM to 2:39 PM PST
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Tue, Jan 19, 2027 - 7:00 AM to 10:39 AM PST
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Thu, Feb 04, 2027 - 11:00 AM to 2:39 PM PST
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Tue, Feb 16, 2027 - 7:00 AM to 10:39 AM PST
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Thu, Mar 04, 2027 - 11:00 AM to 2:39 PM PST
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Tue, Mar 16, 2027 - 7:00 AM to 10:39 AM PDT
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Thu, Apr 01, 2027 - 11:00 AM to 2:39 PM PDT
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Tue, Apr 20, 2027 - 7:00 AM to 10:39 AM PDT
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Thu, May 06, 2027 - 11:00 AM to 2:39 PM PDT
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Tue, May 18, 2027 - 7:00 AM to 10:39 AM PDT
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Thu, Jun 03, 2027 - 11:00 AM to 2:39 PM PDT
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Sat, Jun 12, 2027 - 8:00 AM to 11:39 AM PDT
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Tue, Jun 15, 2027 - 7:00 AM to 10:39 AM PDT
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Additional Info
Basic Course Information
Prerequisites NoneAdvanced Preparation None
Designed For CPAs and senior financial executives
Original Recording Date 01/22/2024
Course Developer William F. O'Brien, MBA, CPA, San Jose State University, San Jose, CA
Date Added to Catalog 01/04/2024
Yellow Book No
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, Inc. 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
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Promo Video
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