Corporate Finance Check-up: Achieving Competency in Three Basic Tool Categories WEBAST

Wednesday, September 22 8:00am - 11:30am PDT

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4.0 Credits

Member Price $149.00

Non-Member Price $199.00


Financial skills needed in many situations are constantly changing. It is prudent to routinely look into your toolbox to restock or revise your toolset. In this course, we will examine three tool categories that form the foundation for many analytical processes. The first category is Financial Statement Analysis. This tool does not have to be complicated. We will present an effective and efficient approach to conducting a financial statement analysis. The second category is Integrated Strategic and Financial Planning. Businesses need to know where they are going and to integrate strategic direction into financial and individual plans. Learn to build an effective integrated planning model. The third category is Action-oriented Business Metrics. Financial professionals generate a vast quantity of metrics. Examine how to turn these financial measures into operating results.


Financial statement analysis. Integrated strategic and financial planning. Action-oriented business metrics. Activity-based management. Five cases.



Designed For

CFOs, controllers and other financial managers.


Review popular techniques for internal financial statement analysis. Produce a quick, comprehensive approach to financial statement analysis. Learn to build an effective integrated planning model. Examine how to turn financial measures into operating results.







William O'Brien

William F. O’Brien, MBA, CPA, is a financial management consultant and educator with over 40 years’ experience. He has held senior financial management positions with Intel and ROLM and served as CFO for several emerging, high technology companies. Bill has extensive experience in corporate planning, fraud assessment, control, financial analysis, cash management, managerial accounting, and financial reporting in both domestic and international settings. Bill has served on the faculties of Santa Clara University and San Jose State University.

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Non-Member Price $199.00

Member Price $149.00