Business Financial Health Checkup: A Process to Identify Misstatements & Profitability Roadblocks Using Analytical Procedures as Primary Tool

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Dec 14, 2020

Registration: 7:30 AM / Program: 8:00 AM - 4:00 PM Pacific Time

Fees

Member Fee: $305.00
Nonmember Fee: $405.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: -152.00

Description

This course fills an important need for both financial managers and accountants in the practice of public accounting by offering the tools to help ensure the future success of a business. This course also provides practical guidance for the effective use of benchmarking and analytical procedures.

Designed For

This course is designed for practitioners who have the responsibility of analyzing the financial condition, profitability, cash flows, and organizational health of closely held companies.

Objectives

This course provides practical guidance for the effective use of benchmarking and analytical procedures. 

Major Subjects

  • Developing and using benchmarks
  • Techniques for developing a “workable” business plan
  • Financial information communication strategies
  • Using financial presentations as management tools
  • Identifying and interpreting profitability key factors
  • Using analytical procedures for the identification of misstatements in financial statements and to manage profitability
  • Business profitability models
  • Successful profitability strategies
  • How to create manageable "problem" statements
  • Key elements of business plans

Leaders

Walter Haig

Walter J. Haig II, CPA, owns his own CPA firm in Creston, Washington. His experience is extensive in auditing, accounting and advisory services to family-owned businesses. He is also a highly regarded consultant in cases involving accountant's malpractice.

Haig lectures nationally in the areas of auditing, accounting, compilation and review services, personal financial statements, forecasts and projections, and personal financial planning. His skills as an instructor have won him the AICPA's Outstanding Discussion Leader Award five times and the Washington Society of CPA's Highest Rated Instructor Award six times. The Washington Society of CPA's Discussion Leader of the Year Award was named in his honor in 1990. He has been rated as the best instructor of auditing and accounting courses in more than a dozen states. In addition, he was one of the highest rated presenters at six of the AICPA annual National Auditing and Technical Symposiums. Haig is the author of eight highly rated continuing professional education courses that are presently being utilized on a national basis.

Haig has served on various AICPA and Washington Society of CPA's task forces and committees in the areas of auditing, personal financial planning and continuing education. He received his Bachelor of Science Degree in Business from the University of Colorado.

Rev. 2014