Achieve Competency in Three Basic Tool Categories - Master the Fundamentals
Total Credits: 4 including 4 Business Management & Organization - Non-technical
- Average Rating:
- 12
- Categories:
- ACPEN Industry Institute | Practice Management | Professional Development
- Faculty:
- William F. O’Brien, MBA, CPA
- Course Levels:
- Intermediate
- Duration:
- 4 Hours
- License:
- Expires 30 day(s) after program date.
Description
Financial skills needed in many situations are constantly changing. It is prudent to routinely look into your toolbox to restock or revise your tool set. In this course we will examine three tool categories that form the foundation for many analytical processes.
Basic Course Information
Learning Objectives- Use financial statement analysis (FSA) efficiently
- Build an integrated planning model
- Design action-oriented business metrics
Major Subjects
- Tools for FSA
- The 3 P's. The QST trifecta
- The integrated planning model
- Performance based management
- The value chain
- The balanced scorecard
Course Materials
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase | ||
| Achieve Competency in Three Basic Tool Categories - Master the Fundamentals Handout (2.7 MB) | 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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Tue, May 06, 2025 - 12:00pm to 03:33pm PDT
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Fri, May 23, 2025 - 06:00am to 09:33am PDT
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Thu, Jun 05, 2025 - 04:00pm to 07:33pm PDT
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Sat, Jun 14, 2025 - 10:00am to 01:33pm PDT
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Fri, Jun 27, 2025 - 12:00pm to 03:33pm PDT
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Thu, Jul 10, 2025 - 07:00am to 10:33am PDT
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Sat, Jul 19, 2025 - 08:00am to 11:33am PDT
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Tue, Jul 22, 2025 - 11:30am to 03:03pm PDT
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Wed, Aug 13, 2025 - 07:00am to 10:33am PDT
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Mon, Aug 25, 2025 - 11:30am to 03:03pm PDT
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Fri, Sep 05, 2025 - 07:00am to 10:33am PDT
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Tue, Sep 16, 2025 - 11:30am to 03:03pm PDT
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Sat, Sep 20, 2025 - 08:00am to 11:33am PDT
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Thu, Oct 02, 2025 - 07:00am to 10:33am PDT
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Mon, Oct 27, 2025 - 11:30am to 03:03pm PDT
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Thu, Nov 06, 2025 - 07:00am to 10:33am PST
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Sat, Nov 15, 2025 - 08:00am to 11:33am PST
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Wed, Nov 19, 2025 - 11:30am to 03:03pm PST
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Thu, Dec 04, 2025 - 07:00am to 10:33am PST
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Fri, Dec 19, 2025 - 11:30am to 03:03pm PST
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Tue, Jan 06, 2026 - 07:00am to 10:33am PST
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Sat, Jan 17, 2026 - 08:00am to 11:33am PST
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Fri, Jan 23, 2026 - 11:30am to 03:03pm PST
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Thu, Feb 05, 2026 - 07:00am to 10:33am PST
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Fri, Feb 20, 2026 - 11:30am to 03:03pm PST
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Mon, Mar 09, 2026 - 07:00am to 10:33am PDT
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Sat, Mar 21, 2026 - 08:00am to 11:33am PDT
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Fri, Mar 27, 2026 - 11:30am to 03:03pm PDT
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Mon, Apr 13, 2026 - 07:00am to 10:33am PDT
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Wed, Apr 29, 2026 - 11:30am to 03:03pm PDT
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Tue, May 05, 2026 - 07:00am to 10:33am PDT
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Sat, May 16, 2026 - 08:00am to 11:33am PDT
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Sat, May 16, 2026 - 11:30am to 03:03pm PDT
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Fri, Jun 05, 2026 - 07:00am to 10:33am PDT
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Wed, Jun 17, 2026 - 11:30am to 03:03pm 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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