Corporate Finance Check-up: Renovate Your Analytical Toolbox – Webcast

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Nov 10, 2020

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


Member Fee: $325.00
Nonmember Fee: $425.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: -162.00


Understanding how to use common corporate finance tools is a skill that separates those who will become chief financial officers from those who will always remain accountants.

Designed For

CFOs, controllers and other experienced financial managers.


To provide a refresher on corporate finance skills for those who work, or aspire to work, at a CFO level.

Major Subjects

  • Financial statement analysis – the core tool
  • The CFO and integrated planning
  • Operating metrics for success
  • Forecasting as a valuation tool
  • Banker selection
  • 10 steps for keeping your toolbox full
  • Cases and group discussion


William O'Brien

William F. O’Brien, MBA, CPA, is a financial management consultant and educator with over 40 years’ experience. He has held senior financial management positions with Intel and ROLM and served as CFO for several emerging, high technology companies. Bill has extensive experience in corporate planning, fraud assessment, control, financial analysis, cash management, managerial accounting and financial reporting in both domestic and international settings. He has served on the faculties of Santa Clara University and San Jose State University.

(Rev. 2/2018)