Concurrent Session Online

FVC2056. Unlocking Insight for Decision Making: The Next Level of Financial Analysis

As valuation practitioners, were perform financial statement analysis to gain an understanding of the business we are valuing and its cash flow. In today's economic environment, it's more important than ever to expand our financial analysis to help clients understand their current and expected financial picture, address cash flow management concerns, and help clients evaluate their investment and credit opportunities.

This session will focus on turning the financial analysis into opportunities to help clients with the financial issues they are struggling with. We will highlight key steps in financial analysis and discuss ways of evaluating current and future cash flows. In addition, we will explore turning these into decision making tools to assist clients.

Learning Objectives:

  • Describe the financial statement analysis process
  • Identify cash flow opportunities and risks
  • Convert financial and cash flow analysis to investment and debt decision making
Date/Time
Nov 11
4:35 PM–5:50 PM
CPE Credits
1.5
NASBA Field of Study
Accounting
Level
Basic
Prerequisites
1-2 Years in the Profession
Advanced Preparation
None
Session Tags
The Self Starter
Speakers
Image of Kirstine Connors

Kirstine Connors

CPA/ABV, CVA
Principal
YHB CPAs & Consultants
Image of Bethany Hearn

Bethany Hearn

CPA, ABV, CFF
Principal
CLA