Expand Your Analytical Toolbox More Tools for Success
Total Credits: 4 including 4 Business Management & Organization - Non-technical
- Average Rating:
- 16
- Categories:
- ACPEN Industry Institute | Practice Management
- Faculty:
- William F. O’Brien, MBA, CPA
- Course Levels:
- Intermediate
- Duration:
- 4 Hours
- License:
- Product Setting: 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 | ||
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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Thu, Feb 06, 2025 - 08:00am to 11:39am PST
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Mon, Feb 17, 2025 - 10:00am to 01:39pm PST
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Tue, Mar 04, 2025 - 04:00pm to 07:39pm PST
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Sat, Mar 15, 2025 - 06:00am to 09:39am PDT
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Wed, Mar 19, 2025 - 08:00am to 11:39am PDT
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Wed, Apr 09, 2025 - 10:00am to 01:39pm PDT
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Fri, Apr 25, 2025 - 12:00pm to 03:39pm PDT
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Tue, May 06, 2025 - 06:00am to 09:39am PDT
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Fri, May 23, 2025 - 08:00am to 11:39am PDT
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Thu, Jun 05, 2025 - 04:00pm to 07:39pm PDT
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Sat, Jun 14, 2025 - 06:00am to 09:39am PDT
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Fri, Jun 27, 2025 - 06:00am to 09:39am PDT
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Thu, Jul 10, 2025 - 11:30am to 03:09pm PDT
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Tue, Jul 22, 2025 - 07:00am to 10:39am PDT
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Sat, Jul 26, 2025 - 09:00am to 12:39pm PDT
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Wed, Aug 13, 2025 - 11:30am to 03:09pm PDT
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Mon, Aug 25, 2025 - 07:00am to 10:39am PDT
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Fri, Sep 05, 2025 - 11:30am to 03:09pm PDT
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Tue, Sep 16, 2025 - 07:00am to 10:39am PDT
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Sat, Sep 27, 2025 - 09:00am to 12:39pm PDT
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Thu, Oct 02, 2025 - 11:30am to 03:09pm PDT
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Mon, Oct 27, 2025 - 07:00am to 10:39am PDT
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Thu, Nov 06, 2025 - 11:30am to 03:09pm PST
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Wed, Nov 19, 2025 - 07:00am to 10:39am PST
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Sat, Nov 29, 2025 - 09:00am to 12:39pm PST
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Thu, Dec 04, 2025 - 11:30am to 03:09pm PST
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Fri, Dec 19, 2025 - 07:00am to 10:39am PST
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Tue, Jan 06, 2026 - 11:30am to 03:09pm PST
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Fri, Jan 23, 2026 - 07:00am to 10:39am PST
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Sat, Jan 31, 2026 - 09:00am to 12:39pm PST
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Thu, Feb 05, 2026 - 11:30am to 03:09pm PST
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Fri, Feb 20, 2026 - 07:00am to 10:39am PST
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Mon, Mar 09, 2026 - 11:30am to 03:09pm PDT
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Fri, Mar 27, 2026 - 07:00am to 10:39am PDT
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Sat, Mar 28, 2026 - 09:00am to 12:39pm PDT
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Mon, Apr 13, 2026 - 11:30am to 03:09pm PDT
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Wed, Apr 29, 2026 - 07:00am to 10:39am PDT
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Tue, May 05, 2026 - 11:30am to 03:09pm PDT
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Sat, May 16, 2026 - 07:00am to 10:39am PDT
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Sat, May 30, 2026 - 09:00am to 12:39pm PDT
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Fri, Jun 05, 2026 - 11:30am to 03:09pm PDT
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Wed, Jun 17, 2026 - 07:00am to 10:39am 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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