Thursday, January 31, 2019

Using Relevant Ratios as the Basis for Key Business Decisions

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Using Relevant Ratios as the Basis for Key Business Decisions
February
 
13
1 pm - 2:15 pm ET
Presenter: Carl Young, owner of Carl Young Consulting
Credits: CPE (Credit Details)
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Course Description
 
All business professionals need a good working knowledge of financial statements to include how they are created and how they can be used to make key business decisions. Business and financial transactions are transformed into financial statements through an accounting process. Three required statements are produced:
  • Income Statement
  • Balance Sheet
  • Cash Flow Statement
The statements provide the "results" of business activity and not the "reasons". To sufficiently understand the reasons, you must look at relevant ratios. These ratios are standard indications of business reasons and serve as the basis for key business decisions. They are derived from a combination of calculations of components of the financial statements to indicate a unique and universally accepted metric or measurement. You can glean relevant indications of the company's success from these metrics. They become the "language" through which we can understand business activity and use them to analyze financial statements. You can also compare one company to another or one financial period to another. In this practical webinar, you will learn how to convert the results indicated on financial statements to the reasons needed to improve profits and productivity, providing a lens into the company to drive profitable change. Upon course completion, you will be able to:
  • Determine how business and financial transactions are transformed into financial statements
  • Identify key components of financial statements
  • Describe blocks and key concepts used in creating statements
  • Define the meaning and relevance of accrual basis accounting
  • Define the meaning and relevance of finance and accounting
  • Identify key components of ratios used in financial statement analysis, including:
    • Comparison
    • Trends
    • Cash impact in all analysis
  • Identify the five major categories of relevant rations:
    • Profitability to measure gross and net profit
    • Efficiency to measure productivity and utilization of resources
    • Liquidity to measure ow well financial obligation are being met
    • Solvency to measure debt encumbrances
    • Cash- the key business success measurement
  • Define ratio results and determine how to use them in making business decisions to improve profits and productivity
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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.
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● More than 75 live webinars each month
● More than 1,500 on-demand courses
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Wednesday, January 30, 2019

Excel Macro Basics (2-part series)

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Excel Macro Basics (2-part series)
February
 
12-13
3 pm - 4:40 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.
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Course Description
 
Excel Macro Basics: Part 1
February 12th, 2019, 3:00 PM to 4:40 PM, ET


In Part 1 of this practical webinar, you will learn the concept of Excel macros, including the Visual Basic for Applications (VBA) macro. You will learn step-by-step how to use the Record Macro feature and Excel's Personal Macro Workbook. After participating is this webinar, you will be equipped to use macros immediately. You will see each technique demonstrated at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2019. You will identify differences in Excel 2016, 2013, or 2010 and will receive detailed handouts. You will also receive an Excel workbook that includes the examples presented during the webinar. Who Should Attend: Practitioners seeking to understand the concept of macros and gaining experience with VBA macros and the Record Macro feature. Topics Typically Covered:
  • Automate the cleanup of an accounting report in Microsoft Excel with a recorded macro
  • Record a macro to automate using Center Across Selection
  • Record a contact information macro
  • Streamline repetitive tasks by way of Excel's Quick Access Toolbar
  • Compare Center Across Selection to Merged cells for centering text across two or more columns
  • Add clickable shapes to Excel spreadsheets as a visual means of launching Excel macros
  • Uncover macro-related commands within Excel's user interface
Learning Objectives:
  • Apply Visual Basic for Applications (VBA) macros in Excel.
  • Define how to use the Record Macro feature.
  • Apply the Hide and Unhide commands in an Excel Personal Macro Workbook as needed.


Excel Macro Basics: Part 2
February 13th, 2019, 3:00 PM to 4:40 PM, ET


In Part 2 of this practical webinar, Excel expert, David Ringstrom, CPA, takes you beyond the basics of using Excel's Record Macro. In this comprehensive presentation, you will learn how to enhance the code you've created by adding error-handling features and decision-making capabilities. You will also learn techniques and keyboard shortcuts to help you eliminate repetitive tasks and become more proficient with Excel macros. You will see each technique demonstrated at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2019. You will identify differences in Excel 2016, 2013, or 2010 and will receive detailed handouts. You will also receive an Excel workbook that includes the examples presented during the webinar. Who Should Attend: Practitioners who would like to expand their knowledge of using Excel macros to speed up their work in Excel. Topics Typically Covered:
  • Choose the proper file workbook format to preserve macros within Excel workbooks
  • Explore Excel's Goal Seek feature, which can be used to solve for a single missing input
  • Utilize the "Application.GetOpenFIleName" method to prompt users to select a file while a macro is running
  • Provide feedback to a user by way of the "MsgBox" method within a macro
  • Trigger and then resolve compile errors within Excel macros
  • Enable the hidden Developer menu in Excel to access additional functionality
  • Utilize the array of form controls available within Excel
  • Identify syntax errors within Excel macros
  • Use the "Workbooks.Open" method to open a specific workbook while a macro is running
Learning Objectives:
  • Apply an enhanced understanding of Visual Basic for Applications (VBA) macros
  • List techniques, features, and keyboard shortcuts that will help you eliminate repetitive tasks
  • Implement Excel's Goal Seek feature
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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.
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● Earn continuing education credit for no additional fee
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● More than 75 live webinars each month
● More than 1,500 on-demand courses
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February 19 at 1 pm ET
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Questions?
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Our Mailing Address:
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