Friday, August 31, 2018

Understanding & Analyzing Financial Statements

Attend upcoming webinar and earn continuing education credits.
Live Webinars   |   On-Demand   |   All-Access Plan
Manage Preferences    |    View in Browser
Visit Clear Law Institute
Understanding & Analyzing Financial Statements
September
 
4
3 pm - 4:15 pm ET
Presenter: Carl Young, owner of Carl Young Consulting
Credits: CPE, HRCI, SHRM (Credit Details)
Can't attend live? By registering, you will be able to view the course live, view a recording at any time after the live presentation, or both.
Viewing Options: View on your computer, tablet, or smartphone
Learn More
Register Today
Course Description
 
The financial health of a company is indicated in the three required financial statements:
  • Balance Sheet
  • Income Statement
  • Cash Flow Statement
This webinar provides an interactive look at these statements and provides simple tools and techniques for understanding & analyzing these statements as the foundation for making key business decisions. Upon completion of this course, you will be able to:
  • List the core components of financial statements
  • Differentiate between cash and accrual basis accounting
  • Define key accounting concepts, including:
    • Working Capital
    • Cash Management
    • Free Cash Flow
  • Analyze financial statements
  • Identify simple financial statement terminology
  • Recognize signs of business financial health and red flags
  • Utilize relevant ratios to improve profits and productivity
  • Explain the role of ratios, trends, comparisons and cash in business analysis and decisions
  • Essential categories of ratios, including:
    • Profitability
    • Efficiency
    • Liquidity
    • Solvency
    • Cash
Learn More
Register Today
The Presenter
About The Presenter
 
Carl Young is the owner of Carl Young Consulting, and is an author, speaker, trainer, consultant, and coach. He is a former CFO of a $275M, high growth technology-based company, former Senior Financial Associate of a major consulting firm, and former CEO of his own small parts manufacturing company. He has over 25 years of senior level business management, finance, and accounting experience. Mr. Young holds an MBA and has completed graduate studies in Accounting and Taxation.
Learn More
Register Today
All-Access Membership
 
● Earn continuing education credit for no additional fee
● Access courses on your computer, tablet, or smartphone
● More than 75 live webinars each month
● More than 1,500 on-demand courses
Learn More
Upcoming Webinars
Guide to the Early Distribution Penalty Exceptions for Distributions from Retirement Accounts
September 10 at 1 pm ET
Learn More
Reputation Management and Online Reviews: How to Build a Stellar Online Reputation for Your Brand or Local Business
September 11 at 11 am ET
Learn More
Excel: Data Visualization Crash Course
September 12 at 1 pm ET
Learn More
Questions?
Please call us at 703-372-0550

Our Mailing Address:
Clear Law Institute | 4601 N. Fairfax Dr., Ste 1200 | Arlington | VA | 22203
Remove me from future emails.

Manage email preferences.

This email was sent to virginia.duffy.planetduffy@blogger.com. If you are receiving it in error, please reply to this email.
 

Thursday, August 30, 2018

Creating Dynamic Financial Statements in Excel

Attend upcoming webinar and earn continuing education credits.
Live Webinars   |   On-Demand   |   All-Access Plan
Manage Preferences    |    View in Browser
Visit Clear Law Institute
Creating Dynamic Financial Statements in Excel
September
 
6
1 pm - 2:40 pm ET
Presenter: David Ringstrom, an author and nationally recognized instructor
Credits: CPE (Credit Details)
Can't attend live? By registering, you will be able to view the course live, view a recording at any time after the live presentation, or both.
Viewing Options: View on your computer, tablet, or smartphone
Learn More
Register Today
Course Description
 
In this webinar, you'll learn how to create dynamic accounting reports for any month of the year on just one worksheet. You'll apply the VLOOKUP, OFFSET, and SUMIF functions to create accounting reports that toggle to any reporting period with only a couple of mouse clicks. You'll also learn how to export data from your accounting package so you can create a "set-and-forget" link to your accounting data in Excel. Upon completion of this course, you'll be able to:
  • Identify reports that don't balance with the source data
  • Reference data from one or more accounting periods
  • Improve the integrity of your spreadsheets with Excel's VLOOKUP function
  • Export reports intended for spreadsheet analysis to a .CSV file instead of an Excel workbook
  • Incorporate Check Figures and Alarms into your work
  • Create an in-cell list by way of Excel's Data Validation feature
  • Identify a simple design technique that greatly improves the integrity of Excel's SUM function
  • Define the best format for getting accounting data to Excel from an accounting package
David demonstrates every technique at least twice, first on a PowerPoint slide with numbered steps, and second in Excel 2016. He'll draw to your attention any differences in Excel 2013, 2010, or 2007 during the presentation, as well as in his detailed handouts. His webcasts are fast-paced, and attendees often are surprised at the amount of ground he covers in a session. He welcomes participants' questions, so come ready to pick his brain. David's detailed handouts, with numbered steps, serve as reference material you can utilize going forward. He also provides an Excel workbook that includes most of the examples he uses during the webcast.
Learn More
Register Today
The Presenter
About The Presenter
 
David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on 25 years of consulting and teaching experience. David's mantra is "Either you work Excel, or it works you," so he focuses on what he sees users don't, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively.
Learn More
Register Today
All-Access Membership
 
● Earn continuing education credit for no additional fee
● Access courses on your computer, tablet, or smartphone
● More than 75 live webinars each month
● More than 1,500 on-demand courses
Learn More
Upcoming Webinars
How to Avoid the Top 10 IRA Distribution Mistakes
September 4 at 1 pm ET
Learn More
Understanding & Analyzing Financial Statements
September 4 at 3 pm ET
Learn More
Researching Tax Information Online
September 5 at 1 pm ET
Learn More
Questions?
Please call us at 703-372-0550

Our Mailing Address:
Clear Law Institute | 4601 N. Fairfax Dr., Ste 1200 | Arlington | VA | 22203
Remove me from future emails.

Manage email preferences.

This email was sent to virginia.duffy.planetduffy@blogger.com. If you are receiving it in error, please reply to this email.