CFO/Controller Best Practices

Managing Your Balance Sheet v2.1

The balance sheet is one of four financial statements used by management and users to manage the operations of a business and report periodically on the financial status of the organization.  The goal of this course is to enable the user to understand the concepts and elements of the balance sheet.  This course also discusses bases of accounting, valuation issues, and balance sheet ratio analysis.

Learning Objectives:

After completing this course, participants will be able to:

  • Identify the four basic financial statements and their elements.
  • Define the balance sheet.
  • Recognize the different bases of accounting for the preparation of financial statements.
  • Describe the method of classifying and valuing elements of the balance sheet.
  • Recognize balance sheet analysis techniques including their use in managing your business.


Prerequisites/Advanced Preparation:

None

Speaker / Author:

John M. Fleming, licensed as a CPA in Pennsylvania, has served as the President and Director of Accounting and Auditing for Kaplan Financial Education, powered by Loscalzo Institute and also as the Director of Content Development for Kaplan Financial Education, powered by SmartPros.  John retired from Kaplan in October of 2017. In retirement, John continues to provide seminars as a discussion leader for Kaplan Financial Education on a part-time basis.

John’s prior practice experience includes audit, tax, consulting, office management, and human resource responsibilities with Deloitte LLP, Richard Eisner & Company LLP, and Ernst & Young LLP. John is a graduate of LaSalle and Drexel Universities with degrees in accounting and finance.

John, a Pennsylvania CPA, served as the 1999/2000 President of the 8,300 member Greater Philadelphia Chapter of the Pennsylvania Institute of Certified Public Accountants (PICPA). In 2006, the PICPA recognized John as a Joseph E. Sterrett Fellow for his contributions to the accounting profession and in 2007, the Philadelphia Chapter recognized John with their Champion Award for his contributions to the PICPA, Chapter, profession and community.  John has also served as the 2002/2003 President of the American Accounting Association’s Mid-Atlantic Region.

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Price (USD)

Standard: $24.95

Details

Course Code : 99FLE58-v2A

Release Date : 10/18/2023
Expire Date : 09/30/2025
Credits :
CPE 1.00
QAS 1.00

Length : 50min
Course Level : Basic
Course Type : QAS Self-Study
Passing Grade : 70%
Format Type : eLearning
Mobile Compatible
Field Of Study : Finance

Theme : CFO/Controller Best Practices

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